@open-mercato/core 0.5.1-develop.3036.f02c281f23 → 0.5.1-develop.3043.1a796c3920

package/src/modules/customers/widgets/injection/ai-deal-detail-trigger/widget.client.tsx

@@ -0,0 +1,191 @@
+"use client"
+
+/**
+ * Step 5.15 — Backend AiChat injection widget for the deal detail page.
+ *
+ * Mirrors the Step 4.10 People-list trigger, but targets a record-level
+ * surface: the deal detail page's header injection spot
+ * (`detail:customers.deal:header`). The page is NOT modified beyond
+ * adding the shared `<InjectionSpot>` mount point.
+ *
+ * `pageContext` shape (spec §10.1):
+ *
+ *   { view: 'customers.deal.detail',
+ *     recordType: 'deal',
+ *     recordId: <dealId>,
+ *     extra: { stage: string | null, pipelineStageId: string | null } }
+ *
+ * The agent is `customers.account_assistant`, feature-gated at the widget
+ * metadata layer behind `customers.deals.view` + `ai_assistant.view`.
+ * The read-only agent serves information requests today; when the tenant
+ * opts into Step 5.4's mutation-policy override, the agent unlocks the
+ * Step 5.13 `customers.update_deal_stage` tool behind the pending-action
+ * contract.
+ */
+
+import * as React from 'react'
+import { Sparkles } from 'lucide-react'
+import { AiChat } from '@open-mercato/ui/ai/AiChat'
+import { Button } from '@open-mercato/ui/primitives/button'
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from '@open-mercato/ui/primitives/dialog'
+import { useT } from '@open-mercato/shared/lib/i18n/context'
+import { cn } from '@open-mercato/shared/lib/utils'
+
+export const CUSTOMERS_AI_DEAL_DETAIL_AGENT_ID = 'customers.account_assistant'
+
+export interface CustomersAiDealDetailPageContext {
+  view: 'customers.deal.detail'
+  recordType: 'deal'
+  recordId: string
+  extra: {
+    stage: string | null
+    pipelineStageId: string | null
+  }
+}
+
+interface HostInjectionContext {
+  dealId?: string
+  recordId?: string
+  stage?: string | null
+  pipelineStageId?: string | null
+  data?: {
+    deal?: {
+      id?: string
+      status?: string | null
+      pipelineStage?: string | null
+      pipelineStageId?: string | null
+    }
+  }
+}
+
+interface AiDealDetailTriggerProps {
+  context?: HostInjectionContext
+  data?: HostInjectionContext['data']
+}
+
+function readString(value: unknown): string | null {
+  return typeof value === 'string' && value.length > 0 ? value : null
+}
+
+function buildPageContext(
+  context: HostInjectionContext | undefined,
+  data: HostInjectionContext['data'] | undefined,
+): CustomersAiDealDetailPageContext | null {
+  const dealRecord = data?.deal ?? context?.data?.deal
+  const dealId =
+    readString(context?.dealId) ??
+    readString(context?.recordId) ??
+    readString(dealRecord?.id) ??
+    null
+  if (!dealId) return null
+  const stage =
+    readString(context?.stage) ??
+    readString(dealRecord?.status) ??
+    readString(dealRecord?.pipelineStage) ??
+    null
+  const pipelineStageId =
+    readString(context?.pipelineStageId) ??
+    readString(dealRecord?.pipelineStageId) ??
+    null
+  return {
+    view: 'customers.deal.detail',
+    recordType: 'deal',
+    recordId: dealId,
+    extra: { stage, pipelineStageId },
+  }
+}
+
+/**
+ * Exposed for unit tests so the page-context derivation is exercisable
+ * without mounting the widget.
+ */
+export function computeCustomersAiDealDetailPageContext(
+  context: HostInjectionContext | undefined,
+  data?: HostInjectionContext['data'],
+): CustomersAiDealDetailPageContext | null {
+  return buildPageContext(context, data)
+}
+
+export default function AiDealDetailTriggerWidget({ context, data }: AiDealDetailTriggerProps) {
+  const t = useT()
+  const [open, setOpen] = React.useState(false)
+  const pageContext = React.useMemo(() => buildPageContext(context, data), [context, data])
+  const handleClick = React.useCallback(() => {
+    setOpen(true)
+  }, [])
+
+  if (!pageContext) return null
+
+  return (
+    <>
+      <Button
+        type="button"
+        variant="outline"
+        size="sm"
+        onClick={handleClick}
+        data-ai-customers-deal-trigger=""
+        data-ai-customers-deal-id={pageContext.recordId}
+        aria-label={t(
+          'customers.ai_assistant.dealDetail.trigger.ariaLabel',
+          'Open AI assistant for this deal',
+        )}
+      >
+        <Sparkles className="size-4" aria-hidden />
+        <span>{t('customers.ai_assistant.dealDetail.trigger.label', 'Ask AI')}</span>
+      </Button>
+      <Dialog open={open} onOpenChange={setOpen}>
+        <DialogContent
+          className={cn(
+            'sm:max-w-xl sm:top-0 sm:bottom-0 sm:right-0 sm:left-auto sm:translate-x-0 sm:translate-y-0',
+            'sm:h-screen sm:max-h-screen sm:rounded-none sm:rounded-l-2xl',
+            'flex flex-col gap-3 p-4 z-[70]',
+          )}
+          data-ai-customers-deal-sheet=""
+        >
+          <DialogHeader>
+            <div className="flex items-center justify-between gap-3">
+              <DialogTitle>
+                {t(
+                  'customers.ai_assistant.dealDetail.sheet.title',
+                  'Customers AI assistant — deal',
+                )}
+              </DialogTitle>
+              {pageContext.extra.stage ? (
+                <span
+                  className="inline-flex items-center rounded-full border border-border bg-secondary px-2 py-0.5 text-xs text-secondary-foreground"
+                  data-ai-customers-deal-stage-pill=""
+                  data-ai-customers-deal-stage={pageContext.extra.stage}
+                >
+                  {pageContext.extra.stage}
+                </span>
+              ) : null}
+            </div>
+            <DialogDescription>
+              {t(
+                'customers.ai_assistant.dealDetail.sheet.description',
+                'Ask about this deal. With the per-tenant mutation-policy override enabled, the assistant can also propose a stage change that you confirm before anything is saved.',
+              )}
+            </DialogDescription>
+          </DialogHeader>
+          <div className="min-h-0 flex-1" data-ai-customers-deal-chat-container="">
+            <AiChat
+              agent={CUSTOMERS_AI_DEAL_DETAIL_AGENT_ID}
+              pageContext={pageContext as unknown as Record<string, unknown>}
+              className="h-full"
+              placeholder={t(
+                'customers.ai_assistant.dealDetail.sheet.composerPlaceholder',
+                'Ask about this deal, the stage, pipeline...',
+              )}
+            />
+          </div>
+        </DialogContent>
+      </Dialog>
+    </>
+  )
+}

package/src/modules/customers/widgets/injection/ai-deal-detail-trigger/widget.ts

@@ -0,0 +1,37 @@
+import type { InjectionWidgetModule } from '@open-mercato/shared/modules/widgets/injection'
+import AiDealDetailTriggerWidget from './widget.client'
+
+/**
+ * Step 5.15 (Phase 3 WS-D) — Customers Deal detail AiChat injection.
+ *
+ * Extends the Step 4.10 pattern to a record-level surface. Drops an
+ * "Ask AI" trigger on the deal detail page (`detail:customers.deal:header`)
+ * and opens a sheet embedding
+ * `<AiChat agent="customers.account_assistant" pageContext={…} />` with a
+ * deal-scoped `pageContext` shape:
+ *
+ *   { view: 'customers.deal.detail',
+ *     recordType: 'deal',
+ *     recordId: <dealId>,
+ *     extra: { stage, pipelineStageId } }
+ *
+ * Wires the stable conversation id so the Step 5.13
+ * `customers.update_deal_stage` mutation tool's idempotency hash stays
+ * constant across repeated confirms / retries within the same chat.
+ *
+ * Feature-gated behind `customers.deals.view` + `ai_assistant.view`.
+ */
+const widget: InjectionWidgetModule<Record<string, unknown>, Record<string, unknown>> = {
+  metadata: {
+    id: 'customers.injection.ai-deal-detail-trigger',
+    title: 'Customers AI Deal Detail Trigger',
+    description:
+      'Renders an "Ask AI" button in the deal detail header that opens a sheet embedding the customers account assistant with deal-scoped page context.',
+    features: ['customers.deals.view', 'ai_assistant.view'],
+    priority: 100,
+    enabled: true,
+  },
+  Widget: AiDealDetailTriggerWidget,
+}
+
+export default widget

package/src/modules/customers/widgets/injection-table.ts

@@ -0,0 +1,41 @@
+import type { ModuleInjectionTable } from '@open-mercato/shared/modules/widgets/injection'
+
+/**
+ * Step 4.10 / Step 5.15 — customers module injection table.
+ *
+ * - Step 4.10 drops the `ai-assistant-trigger` widget on the People-list
+ *   `DataTable` `:search-trailing` slot, which renders adjacent to the
+ *   list search input. The previous mount point was the `:header` slot
+ *   (separate row); the round icon-only trigger now lives next to the
+ *   search box for a tighter, single-row toolbar.
+ * - Step 5.15 (Phase 3 WS-D) adds the `ai-deal-detail-trigger` widget on
+ *   the Deal detail page header spot (`detail:customers.deal:header`).
+ *
+ * Both widgets embed `<AiChat agent="customers.account_assistant" …>`
+ * with a selection- or record-aware `pageContext`. The page files
+ * themselves only register the shared `<InjectionSpot>` mount point —
+ * the trigger, sheet, and chat surface live entirely in the injection
+ * widgets so third-party modules can copy the pattern unchanged.
+ */
+export const injectionTable: ModuleInjectionTable = {
+  'data-table:customers.people.list:search-trailing': [
+    {
+      widgetId: 'customers.injection.ai-assistant-trigger',
+      priority: 100,
+    },
+  ],
+  'data-table:customers.companies.list:search-trailing': [
+    {
+      widgetId: 'customers.injection.ai-assistant-trigger',
+      priority: 100,
+    },
+  ],
+  'detail:customers.deal:header': [
+    {
+      widgetId: 'customers.injection.ai-deal-detail-trigger',
+      priority: 100,
+    },
+  ],
+}
+
+export default injectionTable

package/src/modules/inbox_ops/ai-tools.ts

@@ -278,6 +278,10 @@ Returns on error: error message with appropriate detail.`,
     actionId: z.string().uuid().describe('The UUID of the action to accept'),
   }),
   requiredFeatures: ['inbox_ops.proposals.manage'],
+  // Accepting an inbox action creates downstream entities (orders, contacts,
+  // etc.) in target modules — must surface as a write so any agent that
+  // whitelists it routes through the approval card.
+  isMutation: true,
   handler: async (input: { proposalId: string; actionId: string }, ctx: ToolContext) => {
     const scope = requireTenantContext(ctx)
     if (!ctx.userId) {

package/src/modules/inbox_ops/lib/llmProvider.ts

@@ -1,4 +1,6 @@
 import { generateObject } from 'ai'
+import type { AwilixContainer } from 'awilix'
+import { createContainer } from 'awilix'
 import {
   resolveFirstConfiguredOpenCodeProvider,
   resolveOpenCodeModel,
@@ -6,6 +8,11 @@ import {
   resolveOpenCodeProviderId,
   type OpenCodeProviderId,
 } from '@open-mercato/shared/lib/ai/opencode-provider'
+import {
+  AiModelFactoryError,
+  createModelFactory,
+  type AiModelFactory,
+} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/model-factory'
 import { extractionOutputSchema } from '../data/validators'
 
 // Vercel AI SDK provider factories return LanguageModelV1 but generateObject()
@@ -16,6 +23,24 @@ function asAiModel(model: unknown): AiModel {
   return model as AiModel
 }
 
+/**
+ * Step 5.1 — thin backward-compatibility shim. The public surface of this
+ * module (`resolveExtractionProviderId`, `createStructuredModel`,
+ * `withTimeout`, `runExtractionWithConfiguredProvider`) is unchanged so
+ * `ai-tools.ts`, `translationProvider.ts`, and `extractionWorker.ts` continue
+ * to compile and pass their existing tests.
+ *
+ * The model-instantiation path inside {@link runExtractionWithConfiguredProvider}
+ * now delegates to the shared {@link createModelFactory} so every
+ * AI-runtime caller shares one resolution order. The legacy
+ * `OPENCODE_MODEL` / `OPENCODE_PROVIDER` envs remain honored via
+ * {@link resolveExtractionProviderId} and {@link resolveOpenCodeModel} so
+ * inbox_ops deployments do not see a behavior change — the factory is
+ * consulted first (honoring `INBOX_OPS_AI_MODEL` + `input.modelOverride`),
+ * with the legacy path as the fallback when no registry provider is
+ * configured (preserving the historical error messages).
+ */
+
 export function resolveExtractionProviderId(): OpenCodeProviderId {
   const configuredProvider = process.env.OPENCODE_PROVIDER
   if (configuredProvider && configuredProvider.trim().length > 0) {
@@ -73,6 +98,48 @@ export async function withTimeout<T>(
   }
 }
 
+/**
+ * Test-only seam for the factory-delegation regression suite. Production
+ * callers MUST use {@link runExtractionWithConfiguredProvider} directly; the
+ * suite overrides this binding via `jest.spyOn` to assert the shim actually
+ * reaches `createModelFactory` without stubbing `@open-mercato/ai-assistant`.
+ */
+export const __inboxOpsLlmProviderInternal = {
+  createModelFactory,
+  createContainer,
+}
+
+function tryFactoryResolution(input: {
+  modelOverride?: string | null
+}): { modelId: string; providerId: OpenCodeProviderId; model: AiModel } | null {
+  let factory: AiModelFactory
+  try {
+    const container = __inboxOpsLlmProviderInternal.createContainer()
+    factory = __inboxOpsLlmProviderInternal.createModelFactory(container as AwilixContainer)
+  } catch {
+    return null
+  }
+  try {
+    const resolution = factory.resolveModel({
+      moduleId: 'inbox_ops',
+      callerOverride: input.modelOverride ?? undefined,
+    })
+    const providerId = resolveOpenCodeProviderId(resolution.providerId)
+    return {
+      modelId: resolution.modelId,
+      providerId,
+      model: asAiModel(resolution.model),
+    }
+  } catch (err) {
+    if (err instanceof AiModelFactoryError) {
+      // Fall back to the legacy path so the shim keeps throwing the original
+      // OPENCODE_*-era error messages existing tests/consumers rely on.
+      return null
+    }
+    throw err
+  }
+}
+
 export async function runExtractionWithConfiguredProvider(input: {
   systemPrompt: string
   userPrompt: string
@@ -83,13 +150,22 @@ export async function runExtractionWithConfiguredProvider(input: {
   totalTokens: number
   modelWithProvider: string
 }> {
-  const providerId = resolveExtractionProviderId()
-  const apiKey = requireOpenCodeProviderApiKey(providerId)
+  const factoryResolution = tryFactoryResolution({ modelOverride: input.modelOverride })
 
-  const modelConfig = resolveOpenCodeModel(providerId, {
-    overrideModel: input.modelOverride,
-  })
-  const model = await createStructuredModel(providerId, apiKey, modelConfig.modelId)
+  let model: AiModel
+  let modelWithProvider: string
+  if (factoryResolution) {
+    model = factoryResolution.model
+    modelWithProvider = `${factoryResolution.providerId}/${factoryResolution.modelId}`
+  } else {
+    const providerId = resolveExtractionProviderId()
+    const apiKey = requireOpenCodeProviderApiKey(providerId)
+    const modelConfig = resolveOpenCodeModel(providerId, {
+      overrideModel: input.modelOverride,
+    })
+    model = await createStructuredModel(providerId, apiKey, modelConfig.modelId)
+    modelWithProvider = modelConfig.modelWithProvider
+  }
 
   const result = await withTimeout(
     generateObject({
@@ -106,6 +182,6 @@ export async function runExtractionWithConfiguredProvider(input: {
   return {
     object: result.object,
     totalTokens: Number(result.usage?.totalTokens ?? 0) || 0,
-    modelWithProvider: modelConfig.modelWithProvider,
+    modelWithProvider,
   }
 }

package/src/modules/notifications/setup.ts

@@ -0,0 +1,11 @@
+import type { ModuleSetupConfig } from '@open-mercato/shared/modules/setup'
+
+export const setup: ModuleSetupConfig = {
+  defaultRoleFeatures: {
+    superadmin: ['notifications.*'],
+    admin: ['notifications.*'],
+    employee: ['notifications.view'],
+  },
+}
+
+export default setup