@open-mercato/core 0.6.1-develop.3291.1.6fad645fd0 → 0.6.1-develop.3306.1.9ad9ff2526

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

@@ -17,8 +17,9 @@
  */
 
 import * as React from 'react'
-import { Building2, ChevronDown, Handshake, PanelRightOpen, Search, Sparkles, Users } from 'lucide-react'
+import { Building2, ChevronDown, Handshake, PanelRightOpen, Search, Users } from 'lucide-react'
 import { AiChat, type AiChatSuggestion, type AiChatContextItem } from '@open-mercato/ui/ai/AiChat'
+import { AiIcon } from '@open-mercato/ui/ai/AiIcon'
 import { useAiDock } from '@open-mercato/ui/ai/AiDock'
 import { useAiChatSessions } from '@open-mercato/ui/ai/AiChatSessions'
 import { ChatPaneTabs } from '@open-mercato/ui/ai/ChatPaneTabs'
@@ -431,7 +432,7 @@ function useCustomerAgents(): CustomerAgentDescriptor[] {
           'customers.ai_assistant.agents.account.description',
           'Explore people, companies, deals, and activities.',
         ),
-        icon: <Sparkles className="size-4" />,
+        icon: <AiIcon className="size-4" />,
       },
     ],
     [t],
@@ -538,10 +539,7 @@ export default function AiAssistantTriggerWidget({ context }: AiAssistantTrigger
             agents.length > 1 && 'rounded-r-none border-r-0',
           )}
         >
-          <Sparkles
-            className="size-4 text-brand-violet"
-            aria-hidden
-          />
+          <AiIcon className="size-4" />
           <span>{labelText}</span>
           {hasSelection ? (
             <span

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

@@ -0,0 +1,358 @@
+"use client"
+
+// See /framework/ai-assistant/agents → "Deal Analyzer demo" for the
+// pageContext contract (selectedRowIds → recordId comma-list) and the
+// loop primitives this widget surfaces.
+
+import * as React from 'react'
+import { Handshake, PanelRightOpen, TrendingDown } from 'lucide-react'
+import { AiChat, type AiChatSuggestion, type AiChatContextItem } from '@open-mercato/ui/ai/AiChat'
+import { AiIcon } from '@open-mercato/ui/ai/AiIcon'
+import { useAiDock } from '@open-mercato/ui/ai/AiDock'
+import { useAiChatSessions } from '@open-mercato/ui/ai/AiChatSessions'
+import { ChatPaneTabs } from '@open-mercato/ui/ai/ChatPaneTabs'
+import { Button } from '@open-mercato/ui/primitives/button'
+import { IconButton } from '@open-mercato/ui/primitives/icon-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 DEAL_ANALYZER_AGENT_ID = 'customers.deal_analyzer'
+
+export interface DealAnalyzerPageContext {
+  view: 'customers.deals.list'
+  recordType: null
+  recordId: string | null
+  extra: {
+    selectedCount: number
+    totalMatching: number
+  }
+}
+
+interface HostInjectionContext {
+  tableId?: string | null
+  selectedRowIds?: string[]
+  selectedCount?: number
+  total?: number
+  totalMatching?: number
+  rowCount?: number
+}
+
+function readNumber(value: unknown): number {
+  if (typeof value === 'number' && Number.isFinite(value)) return value
+  if (typeof value === 'string') {
+    const parsed = Number.parseInt(value, 10)
+    if (Number.isFinite(parsed)) return parsed
+  }
+  return 0
+}
+
+function readString(value: unknown): string {
+  return typeof value === 'string' ? value : ''
+}
+
+function buildDealAnalyzerPageContext(context: HostInjectionContext | undefined): DealAnalyzerPageContext {
+  const selectedIdsRaw = Array.isArray(context?.selectedRowIds) ? context?.selectedRowIds ?? [] : []
+  const selectedIds = selectedIdsRaw.map(readString).filter((id) => id.length > 0)
+  const selectedCount = selectedIds.length > 0
+    ? selectedIds.length
+    : readNumber(context?.selectedCount)
+  const totalMatching = readNumber(context?.totalMatching ?? context?.total ?? context?.rowCount)
+  const recordId = selectedIds.length > 0 ? selectedIds.join(',') : null
+  return {
+    view: 'customers.deals.list',
+    recordType: null,
+    recordId,
+    extra: {
+      selectedCount,
+      totalMatching,
+    },
+  }
+}
+
+function useDealAnalyzerSuggestions(
+  hasSelection: boolean,
+  selectedCount: number,
+): AiChatSuggestion[] {
+  const t = useT()
+  return React.useMemo(() => {
+    if (hasSelection) {
+      return [
+        {
+          label: t(
+            'customers.deal_analyzer.suggestions.analyzeSelected',
+            'Analyze selected deals',
+          ),
+          prompt: `Analyze my ${selectedCount} selected deals and surface any that are stalled`,
+          icon: <TrendingDown className="size-4" />,
+        },
+        {
+          label: t(
+            'customers.deal_analyzer.suggestions.proposeStageMove',
+            'Propose stage moves for selected deals',
+          ),
+          prompt: `Analyze my ${selectedCount} selected deals and propose stage moves for stalled high-value ones`,
+          icon: <Handshake className="size-4" />,
+        },
+      ]
+    }
+    return [
+      {
+        label: t(
+          'customers.deal_analyzer.suggestions.analyzeStalledDeals',
+          'Analyze stalled deals',
+        ),
+        prompt: 'Analyze stalled deals from the last 30 days and propose a stage move for the highest value one',
+        icon: <TrendingDown className="size-4" />,
+      },
+      {
+        label: t(
+          'customers.deal_analyzer.suggestions.showAtRiskPipeline',
+          'Show at-risk pipeline',
+        ),
+        prompt: 'Show me deals with no activity in the last 14 days worth more than $5,000',
+        icon: <Handshake className="size-4" />,
+      },
+      {
+        label: t(
+          'customers.deal_analyzer.suggestions.overviewByStage',
+          'Deal health overview',
+        ),
+        prompt: 'Give me a health overview of all open deals ranked by activity recency',
+        icon: <AiIcon className="size-4" />,
+      },
+    ]
+  }, [hasSelection, selectedCount, t])
+}
+
+function useDealAnalyzerContextItems(pageContext: DealAnalyzerPageContext): AiChatContextItem[] {
+  const t = useT()
+  return React.useMemo(() => {
+    const items: AiChatContextItem[] = []
+    const { selectedCount, totalMatching } = pageContext.extra
+    if (selectedCount > 0) {
+      items.push({
+        label: t(
+          'customers.deal_analyzer.context.selectedDeals',
+          '{count} deals selected',
+        ).replace('{count}', String(selectedCount)),
+      })
+    } else if (totalMatching > 0) {
+      items.push({
+        label: t(
+          'customers.deal_analyzer.context.dealsInView',
+          '{count} deals in view',
+        ).replace('{count}', String(totalMatching)),
+      })
+    }
+    return items
+  }, [pageContext, t])
+}
+
+interface DealAnalyzerTriggerProps {
+  context?: HostInjectionContext
+}
+
+export default function DealAnalyzerTriggerWidget({ context }: DealAnalyzerTriggerProps) {
+  const t = useT()
+  const dock = useAiDock()
+  const [open, setOpen] = React.useState(false)
+  const pageContext = React.useMemo(() => buildDealAnalyzerPageContext(context), [context])
+
+  const selectedCount = pageContext.extra.selectedCount
+  const hasSelection = selectedCount > 0
+  const suggestions = useDealAnalyzerSuggestions(hasSelection, selectedCount)
+  const contextItems = useDealAnalyzerContextItems(pageContext)
+
+  const handleTriggerClick = React.useCallback(() => {
+    if (dock.state.assistant?.agent === DEAL_ANALYZER_AGENT_ID) {
+      dock.dock(dock.state.assistant)
+      setOpen(false)
+      return
+    }
+    setOpen(true)
+  }, [dock])
+
+  const handleDock = React.useCallback(() => {
+    dock.dock({
+      agent: DEAL_ANALYZER_AGENT_ID,
+      label: t('customers.deal_analyzer.sheet.title', 'Deal Analyzer'),
+      description: t('customers.deal_analyzer.dock.subtitle', 'Deals'),
+      pageContext: pageContext as unknown as Record<string, unknown>,
+      placeholder: t(
+        'customers.deal_analyzer.sheet.composerPlaceholder',
+        'Analyze stalled deals, propose stage moves...',
+      ),
+      suggestions,
+      contextItems,
+      welcomeTitle: t('customers.deal_analyzer.sheet.welcomeTitle', 'Deal Analyzer'),
+      welcomeDescription: hasSelection
+        ? t(
+            'customers.deal_analyzer.sheet.welcomeDescriptionSelection',
+            'Ready to analyze your {count} selected deals:',
+          ).replace('{count}', String(selectedCount))
+        : t(
+            'customers.deal_analyzer.sheet.welcomeDescriptionAll',
+            'Analyze deal pipeline health and propose stage moves:',
+          ),
+    })
+    setOpen(false)
+  }, [contextItems, dock, hasSelection, pageContext, selectedCount, suggestions, t])
+
+  const triggerLabel = t(
+    'customers.deal_analyzer.trigger.ariaLabel',
+    'Open Deal Analyzer AI agent',
+  )
+  const labelText = t('customers.ai_assistant.trigger.label', 'AI')
+
+  return (
+    <>
+      <Button
+        type="button"
+        variant="outline"
+        onClick={handleTriggerClick}
+        data-ai-deal-analyzer-trigger=""
+        aria-label={triggerLabel}
+        title={triggerLabel}
+        className={cn('relative', 'hover:bg-brand-violet/10')}
+      >
+        <AiIcon className="size-4" />
+        <span>{labelText}</span>
+        {hasSelection ? (
+          <span
+            className="absolute -top-1 -right-1 inline-flex h-4 min-w-4 items-center justify-center rounded-full bg-primary px-1 text-[10px] font-medium leading-none text-primary-foreground"
+            data-ai-deal-analyzer-selected-count={selectedCount}
+          >
+            {selectedCount}
+          </span>
+        ) : null}
+      </Button>
+      <Dialog open={open} onOpenChange={setOpen}>
+        <DialogContent
+          className={cn(
+            'top-0 left-0 right-0 bottom-0 translate-x-0 translate-y-0 max-w-none w-screen h-svh max-h-svh rounded-none',
+            'sm:top-0 sm:bottom-0 sm:right-0 sm:left-auto sm:translate-x-0 sm:translate-y-0',
+            'sm:max-w-xl sm:w-[36rem] sm:rounded-l-2xl sm:h-screen sm:max-h-screen',
+            'flex flex-col gap-3 p-4',
+          )}
+          data-ai-deal-analyzer-sheet=""
+        >
+          <DialogHeader>
+            <div className="flex items-center gap-3 pr-8">
+              <IconButton
+                type="button"
+                variant="ghost"
+                size="sm"
+                aria-label={t('customers.deal_analyzer.sheet.dock', 'Dock to side')}
+                title={t('customers.deal_analyzer.sheet.dock', 'Dock to side')}
+                onClick={handleDock}
+                data-ai-deal-analyzer-dock=""
+                className="hidden lg:inline-flex shrink-0"
+              >
+                <PanelRightOpen className="size-4" aria-hidden />
+              </IconButton>
+              <DialogTitle className="flex-1 min-w-0 truncate">
+                {t('customers.deal_analyzer.sheet.title', 'Deal Analyzer')}
+              </DialogTitle>
+              {hasSelection ? (
+                <span
+                  className="shrink-0 inline-flex items-center rounded-full border border-border bg-secondary px-2 py-0.5 text-xs text-secondary-foreground"
+                  data-ai-deal-analyzer-selection-pill=""
+                  data-ai-deal-analyzer-selected-count={selectedCount}
+                >
+                  {t(
+                    'customers.deal_analyzer.sheet.selectionPill',
+                    'Acting on {count} deals',
+                  ).replace('{count}', String(selectedCount))}
+                </span>
+              ) : null}
+            </div>
+            <DialogDescription>
+              {hasSelection
+                ? t(
+                    'customers.deal_analyzer.sheet.descriptionWithSelection',
+                    'Analyzing {count} selected deals for pipeline health and stage move proposals.',
+                  ).replace('{count}', String(selectedCount))
+                : t(
+                    'customers.deal_analyzer.sheet.description',
+                    'Multi-step deal health analyzer. Surfaces stalled deals and proposes stage transitions for approval.',
+                  )}
+            </DialogDescription>
+          </DialogHeader>
+          <DealAnalyzerChatBody
+            pageContext={pageContext}
+            suggestions={suggestions}
+            contextItems={contextItems}
+            hasSelection={hasSelection}
+            selectedCount={selectedCount}
+          />
+        </DialogContent>
+      </Dialog>
+    </>
+  )
+}
+
+interface DealAnalyzerChatBodyProps {
+  pageContext: DealAnalyzerPageContext
+  suggestions: AiChatSuggestion[]
+  contextItems: AiChatContextItem[]
+  hasSelection: boolean
+  selectedCount: number
+}
+
+function DealAnalyzerChatBody({
+  pageContext,
+  suggestions,
+  contextItems,
+  hasSelection,
+  selectedCount,
+}: DealAnalyzerChatBodyProps) {
+  const t = useT()
+  const sessions = useAiChatSessions()
+  const session = sessions.getActiveSession(DEAL_ANALYZER_AGENT_ID)
+
+  React.useEffect(() => {
+    if (!session) sessions.ensureSession(DEAL_ANALYZER_AGENT_ID)
+  }, [session, sessions])
+
+  return (
+    <>
+      <ChatPaneTabs agentId={DEAL_ANALYZER_AGENT_ID} className="border-b" />
+      <div className="min-h-0 flex-1" data-ai-deal-analyzer-chat-container="">
+        {session ? (
+          <AiChat
+            key={session.id}
+            agent={DEAL_ANALYZER_AGENT_ID}
+            conversationId={session.conversationId}
+            pageContext={pageContext as unknown as Record<string, unknown>}
+            className="h-full"
+            placeholder={t(
+              'customers.deal_analyzer.sheet.composerPlaceholder',
+              'Analyze stalled deals, propose stage moves...',
+            )}
+            suggestions={suggestions}
+            contextItems={contextItems}
+            welcomeTitle={t('customers.deal_analyzer.sheet.welcomeTitle', 'Deal Analyzer')}
+            welcomeDescription={
+              hasSelection
+                ? t(
+                    'customers.deal_analyzer.sheet.welcomeDescriptionSelection',
+                    'Ready to analyze your {count} selected deals:',
+                  ).replace('{count}', String(selectedCount))
+                : t(
+                    'customers.deal_analyzer.sheet.welcomeDescriptionAll',
+                    'Analyze deal pipeline health and propose stage moves:',
+                  )
+            }
+          />
+        ) : null}
+      </div>
+    </>
+  )
+}

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

@@ -0,0 +1,34 @@
+import type { InjectionWidgetModule } from '@open-mercato/shared/modules/widgets/injection'
+import DealAnalyzerTriggerWidget from './widget.client'
+
+/**
+ * Step d4 — Deal Analyzer AiChat injection widget.
+ *
+ * Drops the `ai-deal-analyzer-trigger` widget into the Deals list DataTable
+ * `:search-trailing` injection slot, rendering adjacent to the search input.
+ *
+ * The trigger opens a right-side sheet embedding
+ * `<AiChat agent="customers.deal_analyzer" pageContext={...} />`.
+ *
+ * `pageContext` follows spec §10.1 shape:
+ *   { view: 'customers.deals.list',
+ *     recordType: null,
+ *     recordId: string,             // "" or comma-separated selected deal UUIDs
+ *     extra: { selectedCount, totalMatching } }
+ *
+ * Feature-gated behind `customers.deals.view` + `ai_assistant.view`.
+ */
+const widget: InjectionWidgetModule<Record<string, unknown>, Record<string, unknown>> = {
+  metadata: {
+    id: 'customers.injection.ai-deal-analyzer-trigger',
+    title: 'Deal Analyzer Trigger',
+    description:
+      'Renders an AI button in the deals list search-trailing slot that opens a sheet embedding the deal analyzer agent.',
+    features: ['customers.deals.view', 'ai_assistant.view'],
+    priority: 90,
+    enabled: true,
+  },
+  Widget: DealAnalyzerTriggerWidget,
+}
+
+export default widget

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

@@ -24,7 +24,7 @@
  */
 
 import * as React from 'react'
-import { Sparkles } from 'lucide-react'
+import { AiIcon } from '@open-mercato/ui/ai/AiIcon'
 import { AiChat } from '@open-mercato/ui/ai/AiChat'
 import { Button } from '@open-mercato/ui/primitives/button'
 import {
@@ -136,7 +136,7 @@ export default function AiDealDetailTriggerWidget({ context, data }: AiDealDetai
           'Open AI assistant for this deal',
         )}
       >
-        <Sparkles className="size-4" aria-hidden />
+        <AiIcon className="size-4" />
         <span>{t('customers.ai_assistant.dealDetail.trigger.label', 'Ask AI')}</span>
       </Button>
       <Dialog open={open} onOpenChange={setOpen}>

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

@@ -1,21 +1,24 @@
 import type { ModuleInjectionTable } from '@open-mercato/shared/modules/widgets/injection'
 
 /**
- * Step 4.10 / Step 5.15 — customers module injection table.
+ * Step 4.10 / Step 5.15 / Step d4 — customers module injection table.
  *
- * - Step 4.10 drops the `ai-assistant-trigger` widget on the People-list
+ * - Step 4.10 drops the `ai-assistant-trigger` widget on the People and Companies
  *   `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`).
+ * - Step d4 adds the `ai-deal-analyzer-trigger` widget on the Deals list
+ *   `DataTable` `:search-trailing` slot. Embeds `<AiChat>` for the
+ *   `customers.deal_analyzer` agent with selected deal IDs as page context.
  *
- * 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.
+ * Widgets embed `<AiChat agent="…" …>` 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': [
@@ -32,8 +35,8 @@ export const injectionTable: ModuleInjectionTable = {
   ],
   'data-table:customers.deals.list:search-trailing': [
     {
-      widgetId: 'customers.injection.ai-assistant-trigger',
-      priority: 100,
+      widgetId: 'customers.injection.ai-deal-analyzer-trigger',
+      priority: 90,
     },
   ],
   'detail:customers.deal:header': [