@pitcher/js-api 1.29.0 → 1.30.0

package/js-api.esm.js

@@ -2385,6 +2385,261 @@ function resolvePiaSearchMode(config) {
   return "off";
 }
 
+const WINDOW_DAYS = 6;
+const MAX_RANK_MEETINGS = 12;
+const HERO_MAX_CHARS = 400;
+const REASON_MAX_CHARS = 140;
+const DEFAULT_MAX_PICKS = 5;
+const TITLE_MAX_CHARS = 70;
+const ACCOUNT_NAME_MAX_CHARS = 60;
+const SECTION_LABEL_MAX_CHARS = 40;
+const FIELD_LABEL_MAX_CHARS = 30;
+const FIELD_VALUE_MAX_CHARS = 60;
+const WEEKLY_FOCUS_RANKING_RULES = `You rank a sales rep's upcoming meetings by how much they need preparation.
+
+Below are {{meeting_count}} numbered meetings, each with its account's CRM context (deals, tasks, recent calls).
+
+Pick the {{max_picks}} most important. Pick fewer only if the list has fewer meetings.
+
+Rules:
+- Highest priority first; ties go to the earlier meeting.
+- Strongest signals: an overdue or due-soon high-priority task, a poorly rated recent interaction, a deal closing within days. Routine meetings on healthy accounts rank last.
+- {{account_rule}}
+- Each "reason": ONE sentence, max {{reason_max_chars}} characters, only facts from the data — name the deal, task, rating, or date that makes it matter.
+- "hero": 1-2 sentences, max {{hero_max_chars}} characters, summarizing the week in plain business language.
+- Never invent facts. Never repeat field names, codes, or IDs.`;
+const ONE_PER_ACCOUNT_RULE = "Pick at most ONE meeting per account: when an account has several meetings, pick only its most important one.";
+const MULTI_PER_ACCOUNT_RULE = "Prefer spreading picks across different accounts, but you may pick two meetings on the same account when each is genuinely high priority on its own.";
+function effectiveMaxPicks(maxPicks) {
+  if (typeof maxPicks !== "number" || !Number.isFinite(maxPicks)) return DEFAULT_MAX_PICKS;
+  return Math.min(8, Math.max(1, Math.floor(maxPicks)));
+}
+function clamp(value, max) {
+  const trimmed = value.trim();
+  return trimmed.length > max ? trimmed.slice(0, max - 1).trimEnd() + "…" : trimmed;
+}
+function fill(template2, tokens) {
+  return template2.replace(
+    /\{\{(\w+)\}\}/g,
+    (match, key) => Object.prototype.hasOwnProperty.call(tokens, key) ? tokens[key] : match
+  );
+}
+const DATE_ONLY = /^(\d{4})-(\d{2})-(\d{2})$/;
+function startOfDayUtcMs(date, timeZone) {
+  if (!timeZone) return Date.UTC(date.getFullYear(), date.getMonth(), date.getDate());
+  const parts = new Intl.DateTimeFormat("en-US", {
+    timeZone,
+    year: "numeric",
+    month: "2-digit",
+    day: "2-digit"
+  }).formatToParts(date);
+  const get = (type) => Number(parts.find((p) => p.type === type)?.value);
+  return Date.UTC(get("year"), get("month") - 1, get("day"));
+}
+function daysAgo(iso, options) {
+  const now = options?.now ?? /* @__PURE__ */ new Date();
+  const todayMs = startOfDayUtcMs(now, options?.timeZone);
+  const dateOnly = DATE_ONLY.exec(iso);
+  if (dateOnly) {
+    const [y, m, d] = [+dateOnly[1], +dateOnly[2] - 1, +dateOnly[3]];
+    const thenMs = Date.UTC(y, m, d);
+    const back = new Date(thenMs);
+    if (back.getUTCFullYear() !== y || back.getUTCMonth() !== m || back.getUTCDate() !== d) return null;
+    return Math.round((todayMs - thenMs) / 864e5);
+  }
+  const then = new Date(iso);
+  if (Number.isNaN(then.getTime())) return null;
+  return Math.round((todayMs - startOfDayUtcMs(then, options?.timeZone)) / 864e5);
+}
+function weeklyWindowMeetings(meetings, options) {
+  const now = options?.now ?? /* @__PURE__ */ new Date();
+  const nowMs = now.getTime();
+  return meetings.filter((meeting) => {
+    const days = daysAgo(meeting.meeting_time, { now, timeZone: options?.timeZone });
+    if (days === null) return false;
+    if (!DATE_ONLY.test(meeting.meeting_time)) {
+      const t = new Date(meeting.meeting_time).getTime();
+      if (Number.isNaN(t) || t <= nowMs) return false;
+    }
+    const offset = -days;
+    return offset >= 0 && offset <= WINDOW_DAYS;
+  }).sort((a, b) => sortableTime(a.meeting_time) - sortableTime(b.meeting_time));
+}
+function sortableTime(iso) {
+  const t = Date.parse(iso);
+  return Number.isNaN(t) ? Number.POSITIVE_INFINITY : t;
+}
+function relativeDays(days) {
+  if (days === 0) return "today";
+  if (days === 1) return "yesterday";
+  if (days < 0) return days === -1 ? "tomorrow" : `in ${-days} days`;
+  return `${days} days ago`;
+}
+function formatWhen(iso, timeZone) {
+  if (DATE_ONLY.test(iso)) return iso;
+  const date = new Date(iso);
+  if (Number.isNaN(date.getTime())) return iso;
+  const day = date.toLocaleDateString("en-US", {
+    weekday: "short",
+    month: "short",
+    day: "numeric",
+    ...timeZone && { timeZone }
+  });
+  const time = date.toLocaleTimeString("en-US", {
+    hour: "numeric",
+    minute: "2-digit",
+    ...timeZone && { timeZone }
+  });
+  return `${day} ${time}`.trim();
+}
+function meetingBlock(index, meeting, context, options) {
+  const when = formatWhen(meeting.meeting_time, options.timeZone);
+  const offset = -(daysAgo(meeting.meeting_time, options) ?? 0);
+  const day = offset === 0 ? "today" : offset === 1 ? "tomorrow" : `in ${offset} days`;
+  const attendees = meeting.attendee_count ?? 0;
+  const head = `${index}. "${clamp(meeting.meeting_subject, TITLE_MAX_CHARS)}" — ${clamp(meeting.account_name, ACCOUNT_NAME_MAX_CHARS)} — ${when} (${day})` + (attendees > 0 ? ` — ${attendees} attendee${attendees === 1 ? "" : "s"}` : "");
+  const lines = [head];
+  for (const section of context?.sections ?? []) {
+    if (section.items.length === 0) continue;
+    const first = section.items[0];
+    const fieldList = first.fields ?? [];
+    const fields = section.fields_curated && fieldList.length > 0 ? " · " + fieldList.slice(0, 3).map((f) => `${clamp(f.label, FIELD_LABEL_MAX_CHARS)}: ${clamp(f.value, FIELD_VALUE_MAX_CHARS)}`).join(" · ") : "";
+    const age = first.days_ago != null ? ` (${relativeDays(first.days_ago)})` : "";
+    const count = section.items.length > 1 ? `${section.items.length} records; key: ` : "";
+    lines.push(
+      `   ${clamp(section.label, SECTION_LABEL_MAX_CHARS)}: ${count}${clamp(first.title, TITLE_MAX_CHARS)}${fields}${age}`
+    );
+  }
+  return lines.join("\n");
+}
+function template(variables) {
+  const meetings = variables.meetings;
+  const context = variables.context ?? {};
+  const maxPicks = effectiveMaxPicks(variables.max_picks);
+  const onePerAccount = variables.one_per_account !== false;
+  const options = { now: variables.now, timeZone: variables.time_zone };
+  const blocks = meetings.map((m, i) => meetingBlock(i + 1, m, context[m.account_id], options)).join("\n");
+  const rules = fill(variables.ranking_rules || WEEKLY_FOCUS_RANKING_RULES, {
+    meeting_count: String(meetings.length),
+    max_picks: String(maxPicks),
+    reason_max_chars: String(REASON_MAX_CHARS),
+    hero_max_chars: String(HERO_MAX_CHARS),
+    account_rule: onePerAccount ? ONE_PER_ACCOUNT_RULE : MULTI_PER_ACCOUNT_RULE
+  });
+  return `${rules}
+
+Answer with JSON ONLY — no other text. The object has exactly two keys:
+"hero": the summary as one string.
+"top": an array with one entry per picked meeting, highest priority first. Each entry is an object with "m" (the picked meeting's number from the list below, as an integer) and "reason" (one sentence as a string).
+
+MEETINGS:
+${blocks}`;
+}
+function tryParse(slice) {
+  try {
+    return JSON.parse(slice);
+  } catch {
+    const repaired = slice.replace(/[“”]/g, '"').replace(/[‘’]/g, "'").replace(/,\s*([}\]])/g, "$1");
+    try {
+      return JSON.parse(repaired);
+    } catch {
+      return null;
+    }
+  }
+}
+function looksLikeResponse(o) {
+  return Array.isArray(o.top);
+}
+function extractJson(raw) {
+  let fallback = null;
+  for (let start = raw.indexOf("{"); start !== -1; start = raw.indexOf("{", start + 1)) {
+    let depth = 0;
+    let inString = false;
+    let escaped = false;
+    for (let i = start; i < raw.length; i++) {
+      const ch = raw[i];
+      if (inString) {
+        if (escaped) escaped = false;
+        else if (ch === "\\") escaped = true;
+        else if (ch === '"') inString = false;
+      } else if (ch === '"') {
+        inString = true;
+      } else if (ch === "{") {
+        depth += 1;
+      } else if (ch === "}") {
+        depth -= 1;
+        if (depth === 0) {
+          const parsed = tryParse(raw.slice(start, i + 1));
+          if (parsed) {
+            if (looksLikeResponse(parsed)) return parsed;
+            if (!fallback) fallback = parsed;
+          }
+          break;
+        }
+      }
+    }
+  }
+  return fallback;
+}
+function normalizeWeeklyFocus(parsed) {
+  const raw = parsed ?? {};
+  const top = [];
+  if (Array.isArray(raw.top)) {
+    for (const pick of raw.top) {
+      const m = typeof pick?.m === "number" ? pick.m : Number(pick?.m);
+      const reason = typeof pick?.reason === "string" ? pick.reason.trim() : "";
+      if (!Number.isInteger(m) || !reason) continue;
+      top.push({ m, reason: clamp(reason, REASON_MAX_CHARS) });
+    }
+  }
+  const hero = typeof raw.hero === "string" ? clamp(raw.hero, HERO_MAX_CHARS) : "";
+  return { hero, top };
+}
+function extractWeeklyFocus(rawText) {
+  const parsed = extractJson(rawText ?? "");
+  if (!parsed) return { hero: "", top: [] };
+  return normalizeWeeklyFocus(parsed);
+}
+function resolveWeeklyFocusPicks(output, rankedMeetings, options = {}) {
+  const maxPicks = effectiveMaxPicks(options.maxPicks);
+  const onePerAccount = options.onePerAccount !== false;
+  const windowCount = options.windowCount ?? rankedMeetings.length;
+  const seen = /* @__PURE__ */ new Set();
+  const pickedAccounts = /* @__PURE__ */ new Set();
+  const top = [];
+  let dropped = 0;
+  for (const pick of output.top ?? []) {
+    const meeting = Number.isInteger(pick.m) ? rankedMeetings[pick.m - 1] : void 0;
+    const reason = typeof pick.reason === "string" ? pick.reason.trim() : "";
+    if (!meeting || !reason || seen.has(meeting.event_id)) {
+      dropped += 1;
+      continue;
+    }
+    if (onePerAccount && pickedAccounts.has(meeting.account_id)) {
+      dropped += 1;
+      continue;
+    }
+    seen.add(meeting.event_id);
+    pickedAccounts.add(meeting.account_id);
+    top.push({ event_id: meeting.event_id, rank: top.length + 1, reason: clamp(reason, REASON_MAX_CHARS) });
+    if (top.length >= maxPicks) break;
+  }
+  return { top, collapsed_count: Math.max(0, windowCount - top.length), dropped };
+}
+function weeklyFocusTarget(rankedMeetings, options = {}) {
+  const onePerAccount = options.onePerAccount !== false;
+  const ceiling = onePerAccount ? new Set(rankedMeetings.map((m) => m.account_id)).size : rankedMeetings.length;
+  return Math.min(effectiveMaxPicks(options.maxPicks), ceiling);
+}
+function prepareWeeklyFocusMeetings(meetings, options) {
+  const windowMeetings = weeklyWindowMeetings(meetings, options);
+  return {
+    windowMeetings,
+    rankedMeetings: windowMeetings.slice(0, MAX_RANK_MEETINGS),
+    windowCount: windowMeetings.length
+  };
+}
+
 const PIA_SEARCH_ROUTE = "/core/api/protected/pia-prepare/pia-search";
 const CAPABILITIES_TIMEOUT_MS = 3e3;
 const ON_DEVICE_MAX_TOKENS = 512;
@@ -2419,6 +2674,32 @@ function apiOriginFromEnv(env) {
   if (typeof orgDomain === "string" && orgDomain.length > 0) return normalizeOrigin(orgDomain);
   throw new Error("piaSearchAnswer: no customer domain found in env (token_claims / organization metadata)");
 }
+async function postJsonWithTimeout(url, body, accessToken, timeoutMs, label) {
+  const controller = new AbortController();
+  const timer = setTimeout(() => controller.abort(), timeoutMs);
+  try {
+    const response = await fetch(url, {
+      method: "POST",
+      signal: controller.signal,
+      headers: {
+        "Content-Type": "application/json",
+        Authorization: `Bearer ${accessToken}`
+      },
+      body: JSON.stringify(body)
+    });
+    if (!response.ok) {
+      throw new Error(`${label} ${response.status}`);
+    }
+    return await response.json();
+  } catch (error) {
+    if (error?.name === "AbortError") {
+      throw new Error(`${label} online request timed out after ${timeoutMs}ms`);
+    }
+    throw error;
+  } finally {
+    clearTimeout(timer);
+  }
+}
 function buildOnDevicePrompt(query, contextText) {
   const context = typeof contextText === "string" && contextText.trim().length > 0 ? contextText.trim() : "No content context was provided.";
   return `You are PIA, a sales content assistant. Answer the rep's question using ONLY the CONTEXT below — do not invent content that is not in it.
@@ -2428,7 +2709,7 @@ ${context}
 
 QUESTION: ${query}
 
-Answer concisely in plain text. If the context does not contain the answer, say you could not find it in the available content.`;
+Answer concisely in plain text. If the context does not contain the answer, say you could not find it in the available content. Refer to content by its name only — do not include any file ids or codes in your answer.`;
 }
 async function aiGetCapabilities() {
   const env = await highLevelApi.API.request("get_env");
@@ -2474,41 +2755,126 @@ async function piaSearchAnswer(payload) {
   if (!instanceId) {
     throw new Error("piaSearchAnswer: instance_id could not be resolved from the payload or env");
   }
-  const controller = new AbortController();
-  const timer = setTimeout(() => controller.abort(), ONLINE_TIMEOUT_MS);
-  try {
-    const response = await fetch(`${apiOriginFromEnv(env)}${PIA_SEARCH_ROUTE}`, {
-      method: "POST",
-      signal: controller.signal,
-      headers: {
-        "Content-Type": "application/json",
-        Authorization: `Bearer ${env.pitcher.access_token}`
-      },
-      body: JSON.stringify({
-        query: payload.query,
-        instance_id: instanceId,
-        ...Array.isArray(payload.file_ids) && payload.file_ids.length > 0 && { file_ids: payload.file_ids }
-      })
-    });
-    if (!response.ok) {
-      throw new Error(`pia_search ${response.status}`);
-    }
-    const data = await response.json();
-    const output = data?.pia_search ?? {};
-    return {
-      answer: typeof output.answer === "string" ? output.answer : "",
-      cited_file_ids: Array.isArray(output.cited_file_ids) ? output.cited_file_ids : [],
-      ...output.confidence && { confidence: output.confidence },
-      source: "online"
-    };
-  } catch (error) {
-    if (error?.name === "AbortError") {
-      throw new Error(`pia_search online request timed out after ${ONLINE_TIMEOUT_MS}ms`);
+  const data = await postJsonWithTimeout(
+    `${apiOriginFromEnv(env)}${PIA_SEARCH_ROUTE}`,
+    {
+      query: payload.query,
+      instance_id: instanceId,
+      ...Array.isArray(payload.file_ids) && payload.file_ids.length > 0 && { file_ids: payload.file_ids },
+      ...payload.include_document_text === true && { include_document_text: true },
+      ...Array.isArray(payload.expansion_terms) && payload.expansion_terms.length > 0 && { expansion_terms: payload.expansion_terms }
+    },
+    env.pitcher.access_token,
+    ONLINE_TIMEOUT_MS,
+    "pia_search"
+  );
+  const output = data?.pia_search ?? {};
+  return {
+    answer: typeof output.answer === "string" ? output.answer : "",
+    cited_file_ids: Array.isArray(output.cited_file_ids) ? output.cited_file_ids : [],
+    ...output.confidence && { confidence: output.confidence },
+    source: "online"
+  };
+}
+const WEEKLY_FOCUS_ROUTE = "/core/api/protected/pia-prepare/weekly-focus";
+const weeklyFocusOutputReserve = (maxPicks) => 220 + 60 * maxPicks;
+const ON_DEVICE_COMPLETE_TIMEOUT_MS = 12e4;
+async function weeklyFocusRank(payload) {
+  if (!payload || !Array.isArray(payload.meetings)) {
+    return Promise.reject(new Error("meetings is required and must be an array"));
+  }
+  const env = await highLevelApi.API.request("get_env");
+  const timeZone = payload.time_zone || Intl.DateTimeFormat().resolvedOptions().timeZone;
+  const { windowMeetings, rankedMeetings, windowCount } = prepareWeeklyFocusMeetings(payload.meetings, { timeZone });
+  if (rankedMeetings.length === 0) {
+    return { hero: "", top: [], collapsed_count: 0, source: env?.mode === "IOS" ? "on_device" : "online" };
+  }
+  const maxPicks = effectiveMaxPicks(payload.max_picks);
+  const resolveOptions = {
+    maxPicks,
+    onePerAccount: payload.one_per_account,
+    windowCount
+  };
+  if (env?.mode === "IOS") {
+    try {
+      const capabilities = await withTimeout(
+        highLevelApi.API.request("ai.get_capabilities"),
+        CAPABILITIES_TIMEOUT_MS,
+        "ai.get_capabilities"
+      );
+      if (capabilities?.available) {
+        const prompt = template({
+          meetings: rankedMeetings,
+          context: payload.context,
+          max_picks: maxPicks,
+          one_per_account: payload.one_per_account,
+          time_zone: timeZone
+        });
+        const runOnce = async () => {
+          const completion = await withTimeout(
+            aiComplete({ prompt, max_tokens: weeklyFocusOutputReserve(maxPicks) }),
+            ON_DEVICE_COMPLETE_TIMEOUT_MS,
+            "ai.complete"
+          );
+          const parsed2 = extractWeeklyFocus(completion.text);
+          return { parsed: parsed2, resolved: resolveWeeklyFocusPicks(parsed2, rankedMeetings, resolveOptions) };
+        };
+        let attempt = await runOnce();
+        if (attempt.resolved.top.length < weeklyFocusTarget(rankedMeetings, resolveOptions)) {
+          try {
+            const second = await runOnce();
+            if (second.resolved.top.length > attempt.resolved.top.length) attempt = second;
+          } catch (error) {
+            console.warn("[weeklyFocusRank] on-device retry failed, keeping the first attempt:", error);
+          }
+        }
+        const { parsed, resolved } = attempt;
+        if (resolved.top.length > 0 || parsed.hero) {
+          return {
+            hero: parsed.hero,
+            top: resolved.top,
+            collapsed_count: resolved.collapsed_count,
+            source: "on_device"
+          };
+        }
+      }
+    } catch (error) {
+      console.warn("[weeklyFocusRank] on-device path unavailable, falling back to online:", error);
     }
-    throw error;
-  } finally {
-    clearTimeout(timer);
   }
+  const instanceId = payload.instance_id || env?.pitcher?.instance?.id;
+  if (!instanceId) {
+    throw new Error("weeklyFocusRank: instance_id could not be resolved from the payload or env");
+  }
+  const data = await postJsonWithTimeout(
+    `${apiOriginFromEnv(env)}${WEEKLY_FOCUS_ROUTE}`,
+    {
+      instance_id: instanceId,
+      // Send the WINDOW, not the caller's whole calendar. The route re-windows
+      // anyway (idempotent — same rule, same zone), so this only drops meetings
+      // it would have dropped, while keeping `collapsed_count` correct: the route
+      // derives the window size from what it receives, so sending the
+      // already-capped 12 would understate it. It also keeps a caller with a long
+      // history from tripping the route's 500-meeting body cap over meetings
+      // outside the week entirely.
+      meetings: windowMeetings,
+      time_zone: timeZone,
+      ...payload.context && { context: payload.context },
+      // Clamped, not raw: the route 400s on out-of-range values.
+      ...payload.max_picks !== void 0 && { max_picks: maxPicks },
+      ...payload.one_per_account !== void 0 && { one_per_account: payload.one_per_account }
+    },
+    env.pitcher.access_token,
+    ONLINE_TIMEOUT_MS,
+    "weekly_focus"
+  );
+  const output = data?.weekly_focus ?? {};
+  return {
+    hero: typeof output.hero === "string" ? output.hero : "",
+    top: Array.isArray(output.top) ? output.top : [],
+    collapsed_count: typeof output.collapsed_count === "number" ? output.collapsed_count : 0,
+    source: "online"
+  };
 }
 
 const APPS_DB_BASE_PATH = "/core/api/protected/appsdb";
@@ -3871,6 +4237,7 @@ const modules = /*#__PURE__*/Object.freeze(/*#__PURE__*/Object.defineProperty({
 	openWebViewAlwaysOnTop,
 	patchCoreFolder,
 	piaSearchAnswer,
+	postJsonWithTimeout,
 	query,
 	refreshAccessToken,
 	refreshServiceToken,
@@ -3898,7 +4265,8 @@ const modules = /*#__PURE__*/Object.freeze(/*#__PURE__*/Object.defineProperty({
 	updateCanvasIndicators,
 	updateFile,
 	updateFolder,
-	updateMyUser
+	updateMyUser,
+	weeklyFocusRank
 }, Symbol.toStringTag, { value: 'Module' }));
 
 class EventEmitter {
@@ -4380,16 +4748,17 @@ const onlineRestApiHandlers = {
   },
   update_canvas: async (params) => {
     check();
-    const { id, fields, ...canvasData } = params;
+    const { id, fields, lazy_sections, ...canvasData } = params;
+    const lazyQs = lazy_sections === true ? "lazy_sections=true" : "";
     const useCoreEndpoint = env?.launch_darkly?.enable_canvas_core_patch === true;
     if (useCoreEndpoint) {
       const origin = env.pitcher.token_claims["https://pitcher.com/claims/urls"].custom_domain;
-      const fieldsQs = fields ? `?fields=${encodeURIComponent(fields)}` : "";
-      const url = `${origin}/core/api/protected/v1/canvases/${id}${fieldsQs}`;
+      const qs = [fields ? `fields=${encodeURIComponent(fields)}` : "", lazyQs].filter(Boolean).join("&");
+      const url = `${origin}/core/api/protected/v1/canvases/${id}${qs ? `?${qs}` : ""}`;
       const res2 = await http.patchUrl(url, canvasData);
       return res2;
     }
-    const res = await http.patch(`/canvases/${id}`, { fields, ...canvasData });
+    const res = await http.patch(`/canvases/${id}${lazyQs ? `?${lazyQs}` : ""}`, { fields, ...canvasData });
     return res;
   },
   delete_canvas: async (params) => {