@rubytech/create-maxy-code 0.1.312 → 0.1.314

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.
Files changed (134) hide show
  1. package/package.json +1 -1
  2. package/payload/platform/lib/graph-style/dist/index.d.ts.map +1 -1
  3. package/payload/platform/lib/graph-style/dist/index.js +5 -3
  4. package/payload/platform/lib/graph-style/dist/index.js.map +1 -1
  5. package/payload/platform/lib/graph-style/src/index.ts +5 -3
  6. package/payload/platform/neo4j/schema.cypher +7 -17
  7. package/payload/platform/plugins/.claude-plugin/marketplace.json +5 -0
  8. package/payload/platform/plugins/admin/hooks/lib/maxy-mcp-plugins.txt +1 -0
  9. package/payload/platform/plugins/admin/skills/file-presentation/SKILL.md +1 -1
  10. package/payload/platform/plugins/admin/skills/platform-architecture/SKILL.md +39 -5
  11. package/payload/platform/plugins/admin/skills/professional-document/SKILL.md +1 -1
  12. package/payload/platform/plugins/docs/references/admin-session.md +2 -0
  13. package/payload/platform/plugins/docs/references/admin-ui.md +3 -3
  14. package/payload/platform/plugins/docs/references/memory-guide.md +1 -1
  15. package/payload/platform/plugins/docs/references/quickbooks.md +29 -0
  16. package/payload/platform/plugins/graph-viewer/mcp/dist/index.js +1 -1
  17. package/payload/platform/plugins/graph-viewer/mcp/dist/index.js.map +1 -1
  18. package/payload/platform/plugins/graph-viewer/mcp/dist/tools/graph-render.d.ts.map +1 -1
  19. package/payload/platform/plugins/graph-viewer/mcp/dist/tools/graph-render.js +8 -7
  20. package/payload/platform/plugins/graph-viewer/mcp/dist/tools/graph-render.js.map +1 -1
  21. package/payload/platform/plugins/graph-viewer/skills/render-graph/SKILL.md +8 -5
  22. package/payload/platform/plugins/memory/mcp/dist/index.js +2 -0
  23. package/payload/platform/plugins/memory/mcp/dist/index.js.map +1 -1
  24. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/relationship-patterns.test.d.ts +2 -0
  25. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/relationship-patterns.test.d.ts.map +1 -0
  26. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/relationship-patterns.test.js +146 -0
  27. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/relationship-patterns.test.js.map +1 -0
  28. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/schema-cypher-drift.test.js +4 -0
  29. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/schema-cypher-drift.test.js.map +1 -1
  30. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/schema-validator.test.js +1 -0
  31. package/payload/platform/plugins/memory/mcp/dist/lib/__tests__/schema-validator.test.js.map +1 -1
  32. package/payload/platform/plugins/memory/mcp/dist/lib/relationship-patterns.d.ts +66 -0
  33. package/payload/platform/plugins/memory/mcp/dist/lib/relationship-patterns.d.ts.map +1 -0
  34. package/payload/platform/plugins/memory/mcp/dist/lib/relationship-patterns.js +102 -0
  35. package/payload/platform/plugins/memory/mcp/dist/lib/relationship-patterns.js.map +1 -0
  36. package/payload/platform/plugins/memory/mcp/dist/lib/schema-loader.d.ts +9 -0
  37. package/payload/platform/plugins/memory/mcp/dist/lib/schema-loader.d.ts.map +1 -1
  38. package/payload/platform/plugins/memory/mcp/dist/lib/schema-loader.js +6 -1
  39. package/payload/platform/plugins/memory/mcp/dist/lib/schema-loader.js.map +1 -1
  40. package/payload/platform/plugins/memory/mcp/dist/tools/__tests__/profile-update-personfields-open.test.js +1 -0
  41. package/payload/platform/plugins/memory/mcp/dist/tools/__tests__/profile-update-personfields-open.test.js.map +1 -1
  42. package/payload/platform/plugins/memory/mcp/dist/tools/memory-edge.d.ts +9 -0
  43. package/payload/platform/plugins/memory/mcp/dist/tools/memory-edge.d.ts.map +1 -1
  44. package/payload/platform/plugins/memory/mcp/dist/tools/memory-edge.js +25 -1
  45. package/payload/platform/plugins/memory/mcp/dist/tools/memory-edge.js.map +1 -1
  46. package/payload/platform/plugins/memory/mcp/dist/tools/memory-write.d.ts.map +1 -1
  47. package/payload/platform/plugins/memory/mcp/dist/tools/memory-write.js +21 -0
  48. package/payload/platform/plugins/memory/mcp/dist/tools/memory-write.js.map +1 -1
  49. package/payload/platform/plugins/memory/mcp/vitest.config.ts +2 -0
  50. package/payload/platform/plugins/memory/references/schema-construction.md +37 -15
  51. package/payload/platform/plugins/quickbooks/.claude-plugin/plugin.json +21 -0
  52. package/payload/platform/plugins/quickbooks/PLUGIN.md +91 -0
  53. package/payload/platform/plugins/quickbooks/lib/mcp-spawn-tee/index.js +159 -0
  54. package/payload/platform/plugins/quickbooks/lib/mcp-spawn-tee/package.json +3 -0
  55. package/payload/platform/plugins/quickbooks/mcp/dist/index.d.ts +2 -0
  56. package/payload/platform/plugins/quickbooks/mcp/dist/index.d.ts.map +1 -0
  57. package/payload/platform/plugins/quickbooks/mcp/dist/index.js +218 -0
  58. package/payload/platform/plugins/quickbooks/mcp/dist/index.js.map +1 -0
  59. package/payload/platform/plugins/quickbooks/mcp/dist/lib/oauth.d.ts +37 -0
  60. package/payload/platform/plugins/quickbooks/mcp/dist/lib/oauth.d.ts.map +1 -0
  61. package/payload/platform/plugins/quickbooks/mcp/dist/lib/oauth.js +75 -0
  62. package/payload/platform/plugins/quickbooks/mcp/dist/lib/oauth.js.map +1 -0
  63. package/payload/platform/plugins/quickbooks/mcp/dist/lib/qbo-client.d.ts +39 -0
  64. package/payload/platform/plugins/quickbooks/mcp/dist/lib/qbo-client.d.ts.map +1 -0
  65. package/payload/platform/plugins/quickbooks/mcp/dist/lib/qbo-client.js +178 -0
  66. package/payload/platform/plugins/quickbooks/mcp/dist/lib/qbo-client.js.map +1 -0
  67. package/payload/platform/plugins/quickbooks/mcp/dist/lib/secrets.d.ts +36 -0
  68. package/payload/platform/plugins/quickbooks/mcp/dist/lib/secrets.d.ts.map +1 -0
  69. package/payload/platform/plugins/quickbooks/mcp/dist/lib/secrets.js +107 -0
  70. package/payload/platform/plugins/quickbooks/mcp/dist/lib/secrets.js.map +1 -0
  71. package/payload/platform/plugins/quickbooks/mcp/package.json +19 -0
  72. package/payload/platform/plugins/quickbooks/skills/quickbooks/SKILL.md +37 -0
  73. package/payload/platform/scripts/check-no-esm-require.mjs +4 -0
  74. package/payload/platform/services/claude-session-manager/dist/canonical-tool-names.generated.d.ts.map +1 -1
  75. package/payload/platform/services/claude-session-manager/dist/canonical-tool-names.generated.js +16 -0
  76. package/payload/platform/services/claude-session-manager/dist/canonical-tool-names.generated.js.map +1 -1
  77. package/payload/platform/services/claude-session-manager/dist/http-server.d.ts.map +1 -1
  78. package/payload/platform/services/claude-session-manager/dist/http-server.js +53 -3
  79. package/payload/platform/services/claude-session-manager/dist/http-server.js.map +1 -1
  80. package/payload/platform/services/claude-session-manager/dist/pty-spawner.d.ts +4 -0
  81. package/payload/platform/services/claude-session-manager/dist/pty-spawner.d.ts.map +1 -1
  82. package/payload/platform/services/claude-session-manager/dist/pty-spawner.js +6 -0
  83. package/payload/platform/services/claude-session-manager/dist/pty-spawner.js.map +1 -1
  84. package/payload/platform/services/claude-session-manager/dist/session-sidecar.d.ts +10 -0
  85. package/payload/platform/services/claude-session-manager/dist/session-sidecar.d.ts.map +1 -1
  86. package/payload/platform/services/claude-session-manager/dist/session-sidecar.js +15 -0
  87. package/payload/platform/services/claude-session-manager/dist/session-sidecar.js.map +1 -1
  88. package/payload/platform/services/webchat-channel/dist/instructions.d.ts.map +1 -1
  89. package/payload/platform/services/webchat-channel/dist/instructions.js +8 -1
  90. package/payload/platform/services/webchat-channel/dist/instructions.js.map +1 -1
  91. package/payload/platform/services/whatsapp-channel/dist/notification.d.ts.map +1 -1
  92. package/payload/platform/services/whatsapp-channel/dist/notification.js +8 -1
  93. package/payload/platform/services/whatsapp-channel/dist/notification.js.map +1 -1
  94. package/payload/platform/templates/specialists/agents/content-producer.md +1 -1
  95. package/payload/server/{chunk-J6WDAWFJ.js → chunk-Q7EWROVN.js} +4 -0
  96. package/payload/server/maxy-edge.js +1 -1
  97. package/payload/server/public/assets/AccessGate-B_sL5-0I.js +1 -0
  98. package/payload/server/public/assets/{AdminLoginScreens-B8s2TbT7.js → AdminLoginScreens-BgicJfUu.js} +1 -1
  99. package/payload/server/public/assets/AdminShell-C0gZ5JKc.js +1 -0
  100. package/payload/server/public/assets/{Checkbox-B_sOAyv1.js → Checkbox-BJdwS4v2.js} +1 -1
  101. package/payload/server/public/assets/OperatorConversations-DPlZIELy.js +1 -0
  102. package/payload/server/public/assets/{admin-gZEndvJT.js → admin-DAFDivnO.js} +1 -1
  103. package/payload/server/public/assets/audio-attachment-mime-h53tpH_4.js +30 -0
  104. package/payload/server/public/assets/{brand-BcNavK6q.css → brand-bye0l_rp.css} +1 -1
  105. package/payload/server/public/assets/{browser-BUlB5_MD.js → browser-CmFjVZYo.js} +1 -1
  106. package/payload/server/public/assets/chat-CSw2u48Q.js +1 -0
  107. package/payload/server/public/assets/data-C4v6AdQ-.js +1 -0
  108. package/payload/server/public/assets/graph-BJyMQdRx.js +51 -0
  109. package/payload/server/public/assets/graph-labels-BTpv_U3g.js +1 -0
  110. package/payload/server/public/assets/operator-Bj88rdnI.js +1 -0
  111. package/payload/server/public/assets/page-hmlVCBRQ.js +1 -0
  112. package/payload/server/public/assets/{public-G_-UI9nB.js → public-IRKxc9hu.js} +3 -3
  113. package/payload/server/public/assets/{public-next-C8_nExQB.js → public-next-DqQ4PZLk.js} +1 -1
  114. package/payload/server/public/assets/{useSelectionMode-Bf6Rt-sl.js → useSelectionMode-CTJhWnNp.js} +1 -1
  115. package/payload/server/public/browser.html +6 -6
  116. package/payload/server/public/chat.html +8 -8
  117. package/payload/server/public/data.html +5 -5
  118. package/payload/server/public/graph.html +8 -8
  119. package/payload/server/public/index.html +9 -9
  120. package/payload/server/public/operator.html +10 -10
  121. package/payload/server/public/public-next.html +9 -9
  122. package/payload/server/public/public.html +7 -7
  123. package/payload/server/server.js +1387 -824
  124. package/payload/server/public/assets/AccessGate-Dh5A79FU.js +0 -1
  125. package/payload/server/public/assets/AdminShell-Cu1zlb6L.js +0 -1
  126. package/payload/server/public/assets/OperatorConversations-hm0Gpu_Q.js +0 -1
  127. package/payload/server/public/assets/audio-attachment-mime-B0b89VnH.js +0 -30
  128. package/payload/server/public/assets/chat-BnceaVl7.js +0 -1
  129. package/payload/server/public/assets/data-3Nl3P5wt.js +0 -1
  130. package/payload/server/public/assets/graph-DMCKpW6P.js +0 -51
  131. package/payload/server/public/assets/graph-labels-AZLGoVy8.js +0 -1
  132. package/payload/server/public/assets/operator-BF4F7k23.js +0 -1
  133. package/payload/server/public/assets/page-DQUEst1o.js +0 -1
  134. /package/payload/server/public/assets/{brand-BQ_u9UdS.js → brand-DqQPSWa7.js} +0 -0
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@rubytech/create-maxy-code",
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- "version": "0.1.312",
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+ "version": "0.1.314",
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  "description": "Install Maxy — AI for Productive People",
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  "bin": {
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  "create-maxy-code": "./dist/index.js"
package/payload/platform/lib/graph-style/dist/index.d.ts.map CHANGED
@@ -1 +1 @@
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1
+ {"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH;;;;GAIG;AACH,eAAO,MAAM,mBAAmB,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CA2FtD,CAAA;AAED,eAAO,MAAM,qBAAqB,YAAY,CAAA;AAE9C,eAAO,MAAM,gBAAgB,EAAE,SAAS,MAAM,EAE7C,CAAA;AAED;;;;;GAKG;AACH,wBAAgB,gBAAgB,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,MAAM,GAAG,IAAI,CAOzE;AAED,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,MAAM,CAEpD;AAED,MAAM,WAAW,kBAAkB;IACjC,YAAY,EAAE,MAAM,GAAG,IAAI,CAAA;IAC3B,MAAM,EAAE,MAAM,CAAA;IACd,eAAe,EAAE,MAAM,CAAA;CACxB;AAED;;;;GAIG;AACH,wBAAgB,iBAAiB,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,kBAAkB,CAU/E;AASD;;;GAGG;AACH,MAAM,WAAW,aAAa;IAC5B,EAAE,EAAE,MAAM,CAAA;IACV,MAAM,EAAE,MAAM,EAAE,CAAA;IAChB,UAAU,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAA;CACpC;AAKD;;;;GAIG;AACH,wBAAgB,kBAAkB,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CAI7D;AAED,iEAAiE;AACjE,wBAAgB,sBAAsB,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CAIjE;AAED;;;;;;;;;;;;;GAaG;AACH,wBAAgB,cAAc,CAAC,IAAI,EAAE,aAAa,GAAG,MAAM,CAsF1D;AAED;;;GAGG;AACH,wBAAgB,eAAe,CAAC,IAAI,EAAE,aAAa,GAAG,MAAM,CAuD3D"}
package/payload/platform/lib/graph-style/dist/index.js CHANGED
@@ -51,12 +51,14 @@ exports.GRAPH_LABEL_COLOURS = {
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  // apart from people-terracotta, viewing-amber, and task-rose bands so
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  // siteoffice legends read as their own group. Top-level (operator-entry)
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  // labels only; child labels (LineItem, Milestone, Valuation,
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- // VariationNote, TimeLog) intentionally stay fallback-grey.
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+ // VariationNote, CheckIn) intentionally stay fallback-grey. The
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+ // field-worker Worker label is an additional label on Person and takes
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+ // the Person colour. A subcontractor company's received invoices use the
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+ // supplier model (Organization + InboundInvoice), so they carry no
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+ // construction-specific colour.
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  Job: '#8C3B2E',
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  QuoteDocument: '#A65A4A',
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  InboundInvoice: '#6B2A20',
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- SubContractor: '#BF7E6E',
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- SubInvoice: '#52201A',
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  WhatsAppGroup: '#D4A096',
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  // External business entity — schema:Organization, written by memory-write
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  // as the Supplier label. Warm tobacco — distinct hue from internal-business
package/payload/platform/lib/graph-style/dist/index.js.map CHANGED
@@ -1 +1 @@
1
- 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package/payload/platform/lib/graph-style/src/index.ts CHANGED
@@ -44,12 +44,14 @@ export const GRAPH_LABEL_COLOURS: Record<string, string> = {
44
44
  // apart from people-terracotta, viewing-amber, and task-rose bands so
45
45
  // siteoffice legends read as their own group. Top-level (operator-entry)
46
46
  // labels only; child labels (LineItem, Milestone, Valuation,
47
- // VariationNote, TimeLog) intentionally stay fallback-grey.
47
+ // VariationNote, CheckIn) intentionally stay fallback-grey. The
48
+ // field-worker Worker label is an additional label on Person and takes
49
+ // the Person colour. A subcontractor company's received invoices use the
50
+ // supplier model (Organization + InboundInvoice), so they carry no
51
+ // construction-specific colour.
48
52
  Job: '#8C3B2E',
49
53
  QuoteDocument: '#A65A4A',
50
54
  InboundInvoice: '#6B2A20',
51
- SubContractor: '#BF7E6E',
52
- SubInvoice: '#52201A',
53
55
  WhatsAppGroup: '#D4A096',
54
56
 
55
57
  // External business entity — schema:Organization, written by memory-write
package/payload/platform/neo4j/schema.cypher CHANGED
@@ -451,7 +451,7 @@ DROP INDEX entity_search_public IF EXISTS;
451
451
  CREATE FULLTEXT INDEX entity_search_admin IF NOT EXISTS
452
452
  FOR (n:LocalBusiness|Service|PriceSpecification|OpeningHoursSpecification|Organization
453
453
  |Listing|Property|Viewing|Offer|PostalAddress
454
- |Job|LineItem|Valuation|Milestone|QuoteDocument|VariationNote|InboundInvoice|SubContractor|TimeLog|SubInvoice|WhatsAppGroup
454
+ |Job|LineItem|Valuation|Milestone|QuoteDocument|VariationNote|InboundInvoice|CheckIn|WhatsAppGroup
455
455
  |Person|UserProfile|Preference|AdminUser|AccessGrant
456
456
  |KnowledgeDocument|ConversationArchive|Section|Chunk|DigitalDocument|CreativeWork|Question|FAQPage|DefinedTerm|Review|ImageObject
457
457
  |Conversation|AdminConversation|PublicConversation|Message|UserMessage|AssistantMessage|ToolCall
@@ -474,7 +474,7 @@ ON EACH [n.name, n.firstName, n.lastName, n.givenName, n.familyName,
474
474
  CREATE FULLTEXT INDEX entity_search_public IF NOT EXISTS
475
475
  FOR (n:LocalBusiness|Service|PriceSpecification|OpeningHoursSpecification|Organization
476
476
  |Listing|Property|Viewing|Offer|PostalAddress
477
- |Job|LineItem|Valuation|Milestone|QuoteDocument|VariationNote|InboundInvoice|SubContractor|TimeLog|SubInvoice|WhatsAppGroup
477
+ |Job|LineItem|Valuation|Milestone|QuoteDocument|VariationNote|InboundInvoice|CheckIn|WhatsAppGroup
478
478
  |Person|UserProfile|Preference|AdminUser|AccessGrant
479
479
  |KnowledgeDocument|ConversationArchive|Section|Chunk|DigitalDocument|CreativeWork|Question|FAQPage|DefinedTerm|Review|ImageObject
480
480
  |Conversation|AdminConversation|PublicConversation|Message|UserMessage|AssistantMessage|ToolCall
@@ -1324,7 +1324,9 @@ FOR (a:PostalAddress) ON (a.postalCode);
1324
1324
  //
1325
1325
  // Uniqueness constraints where a clean natural key exists; accountId-index-
1326
1326
  // only for child nodes whose uniqueness is a write-time MERGE (LineItem,
1327
- // Milestone, TimeLog) — mirrors :ImageObject.
1327
+ // Milestone, CheckIn) — mirrors :ImageObject. :Worker is an
1328
+ // additional label on :Person (no standalone node), so it carries no line of
1329
+ // its own here, same as :Applicant in the estate-agent block.
1328
1330
  //
1329
1331
  // Search quality (Task 652). The four text-bearing labels — :Job (client +
1330
1332
  // address), :LineItem (trade + description), :QuoteDocument, :VariationNote
@@ -1423,20 +1425,8 @@ FOR (ii:InboundInvoice) REQUIRE (ii.accountId, ii.supplier, ii.confirmationNumbe
1423
1425
  CREATE INDEX inbound_invoice_account IF NOT EXISTS
1424
1426
  FOR (ii:InboundInvoice) ON (ii.accountId);
1425
1427
 
1426
- CREATE CONSTRAINT subcontractor_account_whatsapp_unique IF NOT EXISTS
1427
- FOR (sc:SubContractor) REQUIRE (sc.accountId, sc.whatsappNumber) IS UNIQUE;
1428
-
1429
- CREATE INDEX subcontractor_account IF NOT EXISTS
1430
- FOR (sc:SubContractor) ON (sc.accountId);
1431
-
1432
- CREATE INDEX time_log_account IF NOT EXISTS
1433
- FOR (tl:TimeLog) ON (tl.accountId);
1434
-
1435
- CREATE CONSTRAINT sub_invoice_account_sub_period_unique IF NOT EXISTS
1436
- FOR (si:SubInvoice) REQUIRE (si.accountId, si.subContractorId, si.period) IS UNIQUE;
1437
-
1438
- CREATE INDEX sub_invoice_account IF NOT EXISTS
1439
- FOR (si:SubInvoice) ON (si.accountId);
1428
+ CREATE INDEX checkin_account IF NOT EXISTS
1429
+ FOR (ci:CheckIn) ON (ci.accountId);
1440
1430
 
1441
1431
  CREATE CONSTRAINT whatsapp_group_account_groupid_unique IF NOT EXISTS
1442
1432
  FOR (wg:WhatsAppGroup) REQUIRE (wg.accountId, wg.groupId) IS UNIQUE;
package/payload/platform/plugins/.claude-plugin/marketplace.json CHANGED
@@ -99,6 +99,11 @@
99
99
  "source": "./prompt-optimiser",
100
100
  "version": "0.1.0"
101
101
  },
102
+ {
103
+ "name": "quickbooks",
104
+ "source": "./quickbooks",
105
+ "version": "0.1.0"
106
+ },
102
107
  {
103
108
  "name": "replicate",
104
109
  "source": "./replicate",
package/payload/platform/plugins/admin/hooks/lib/maxy-mcp-plugins.txt CHANGED
@@ -7,6 +7,7 @@ graph
7
7
  graph-viewer
8
8
  memory
9
9
  outlook
10
+ quickbooks
10
11
  replicate
11
12
  scheduling
12
13
  telegram
package/payload/platform/plugins/admin/skills/file-presentation/SKILL.md CHANGED
@@ -7,7 +7,7 @@ description: "Deliver a file or document to the owner inside chat for review and
7
7
 
8
8
  Invoked by the admin agent directly.
9
9
 
10
- This skill covers presenting editable content for inline review before it is persisted, and delivering a finished file to the owner. Deliver by inventory, not by recipe: if you have a file-sending tool, use it — on a turn that arrived over a channel such as WhatsApp the platform relays that delivery to the channel for you. If you do not (for example you are a specialist running as a subagent), write the file under `output/` and state its full path in your result; the main session relays it to the owner.
10
+ This skill covers presenting editable content for inline review before it is persisted, and delivering a finished file to the owner. Deliver by inventory, not by recipe. On a turn that arrived over a message channel (web chat, WhatsApp, Telegram), the native `SendUserFile` tool is your file-sending path: call it with the file's path and the platform forwards the file to that conversation as a real attachment — do not paste the file's contents as a fallback. If you cannot send it yourself (for example you are a specialist running as a subagent), write the file under `output/` and state its full path in your result; the main session delivers it to the owner. On the admin dashboard, an `output/` file also appears in the Artefacts panel and on the file share.
11
11
 
12
12
  ## The trigger
13
13
 
package/payload/platform/plugins/admin/skills/platform-architecture/SKILL.md CHANGED
@@ -1,7 +1,7 @@
1
1
  ---
2
2
  name: platform-architecture
3
3
  description: Use when grounding any documented-surface claim about what Maxy ships — plugins, skills, specialists, install/deploy flows, internals. This is the install catalogue, not evidence of what is enabled on the current account. For install state on this account, call `capabilities-here`; for documented surface, cite the `Source:` URL inline.
4
- content-hash: sha256:14ea06161a5423a4a55415fac3ef50699469968a7224fa04fa9ace74757c616f
4
+ content-hash: sha256:6b3de8da9e586c39ea62705d90262664efecf5318cb8b573d7d3912114b5f654
5
5
  brand: maxy-code
6
6
  product-name: Maxy
7
7
  ---
@@ -1556,7 +1556,7 @@ Every node also carries a provenance stamp — which agent wrote it, in which se
1556
1556
 
1557
1557
  ## Vertical schemas
1558
1558
 
1559
- On top of the base graph, each brand boots one optional **vertical** — an extra set of entity types tailored to a trade. The vertical is named by `brand.json#vertical` and defined in a `schema-<name>.md` reference; the memory plugin loads it at startup and validates every write against base + the active vertical. Real Agent boots `schema-estate-agent` (Listing, Property, Viewing, Offer). SiteOffice boots `schema-construction`, which adds the building-contractor entities — `Job`, `LineItem`, `Valuation`, `Milestone`, `QuoteDocument`, `VariationNote`, `InboundInvoice`, `SubContractor`, `TimeLog`, `SubInvoice`, `WhatsAppGroup` — grounded in real builder job folders so a job's quote, valuations, variations, supplier invoices, and subcontractor timesheets all hang off one `Job` node. The default Maxy brand boots no vertical (base graph only).
1559
+ On top of the base graph, each brand boots one optional **vertical** — an extra set of entity types tailored to a trade. The vertical is named by `brand.json#vertical` and defined in a `schema-<name>.md` reference; the memory plugin loads it at startup and validates every write against base + the active vertical. Real Agent boots `schema-estate-agent` (Listing, Property, Viewing, Offer). SiteOffice boots `schema-construction`, which adds the building-contractor entities — `Job`, `LineItem`, `Valuation`, `Milestone`, `QuoteDocument`, `VariationNote`, `InboundInvoice`, `WhatsAppGroup` — grounded in real builder job folders so a job's quote, valuations, variations, and received supplier and subcontractor invoices all hang off one `Job` node. The default Maxy brand boots no vertical (base graph only).
1560
1560
 
1561
1561
  ## Public-facing summaries for customer-readable subjects
1562
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@@ -1846,6 +1846,40 @@ Latency triage: `mail-list count=0 elapsedMs<200` consistent → permissions iss
1846
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1847
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  Write tools (send, draft, move, flag), OneDrive / Files, push notifications, on-premises Exchange, M365 admin scopes (`User.Read.All`, `AuditLog.Read.All`), public-agent exposure, multi-tenant federation. See `platform/plugins/outlook/PLUGIN.md` for the full out-of-scope list.
1848
1848
 
1849
+ ---
1850
+ # QuickBooks Online
1851
+ Source: https://docs.getmaxy.com/quickbooks.md
1852
+
1853
+ # QuickBooks Online
1854
+
1855
+ Connect QuickBooks Online so the agent can read your books and create records — invoices, customers, bills, payments, and reports — over Intuit's REST API.
1856
+
1857
+ QuickBooks Online is the cloud product. Your books live in Intuit's cloud, so every request proves two things: that the connecting app is yours, and that someone authorized it to touch a specific company. Maxy ships to your own machine and never runs a shared backend, so it cannot hold one master QuickBooks identity for everyone. Instead you bring your own Intuit app, and its keys are stored only on your install.
1858
+
1859
+ ## What you do once
1860
+
1861
+ **1. Register an Intuit app.** Go to [developer.intuit.com](https://developer.intuit.com), create an app, and turn on the Accounting scope. Copy the app's **client ID** and **client secret**. In the app's OAuth settings, add a **redirect URI**: your public agent address followed by `/api/quickbooks/callback`. Intuit does not allow `localhost` for live use, which is why the address is your public one. Start with the free **sandbox** keys (Intuit gives you up to five practice companies) before moving to real books.
1862
+
1863
+ **2. Hand the keys to the agent.** Tell the agent your client ID and secret, and whether they are sandbox or production. The agent stores them on your install only.
1864
+
1865
+ **3. Authorize each company.** Ask the agent to start a connection. It gives you a link; you open it, sign in to Intuit, and approve one company. That is the only manual step per company. An accountant with several companies under one app just repeats this for each.
1866
+
1867
+ ## What the agent does after that
1868
+
1869
+ Everything else is automatic. The agent keeps the connection alive on its own, refreshing access behind the scenes, and can:
1870
+
1871
+ - **Read** anything — "show me unpaid invoices since January", "list my customers", "what bills are due this week".
1872
+ - **Pull reports** — profit and loss, balance sheet, aged receivables, for any date range.
1873
+ - **Create and update records** — raise an invoice, add a customer, enter a bill, record a payment.
1874
+
1875
+ ## Keeping it healthy
1876
+
1877
+ A QuickBooks connection goes stale if it sits unused for about 100 days, or if you revoke access from your Intuit account. Ask the agent to run a connection audit now and then; if a company shows as not alive, just re-authorize it with a fresh link. Reading has a generous free monthly allowance and writing is free, so the agent favours precise lookups over pulling everything.
1878
+
1879
+ ## Moving to real books
1880
+
1881
+ Switching your Intuit app from sandbox to production requires passing Intuit's own production security review. That is between you and Intuit; it is not something the agent does for you.
1882
+
1849
1883
  ---
1850
1884
  # LinkedIn Extension
1851
1885
  Source: https://docs.getmaxy.com/linkedin-extension.md
@@ -2286,7 +2320,7 @@ either is a regression.
2286
2320
 
2287
2321
  **`/chat` empty-state greeting panel.** While the admin webchat has no conversation JSONL yet (`GET /api/webchat/session` → `projectDir:null`), `app/chat/page.tsx` renders a "What's up next, {givenName}?" greeting (given name = first whitespace token of the admin session's `userName`) above two read-only lists from `GET /api/webchat/greeting` (`server/routes/webchat-greeting.ts`, `requireAdminSession`-gated, `accountId`-scoped): the next 5 upcoming `:Event` rows (`eventStatus IN ['scheduled','due']`, future `COALESCE(nextRun, startDate)`, soonest first) and the outstanding `:Task` rows (`status IN ['pending','active','running']`, 5 shown + `+N more`). Read failure returns HTTP 200 `{ ok: false }` and the page shows the headline alone — the panel never blocks the composer. A third section, **Your specialists**, shows the account's installed roster — every `*.md` under `data/accounts/<accountId>/specialists/agents/`, core and `--`-prefixed premium files alike — shown by frontmatter `name` + `summary` (fallback `description`), empty dir → "No specialists installed". The roster read (`app/lib/claude-agent/specialist-roster.ts`) is isolated from the graph fallback: malformed files are skipped (`op=specialist-skipped file=<name> reason=<…>`), a whole-roster failure degrades to `specialists: []` inside the `ok: true` payload (`op=specialists-read-failed`). Logs: `[webchat:greeting] op=read account=<id8> events=<n> tasks=<n> specialists=<n> ms=<n>` / `op=read-failed reason=…`; client warns `[admin-ui] greeting-unavailable …`. The full webchat architecture lives in `.docs/admin-webchat-native-channel.md`.
2288
2322
 
2289
- **`/chat` Claude-desktop transcript presentation.** The admin webchat keeps the shared `Transcript` shell (stream, follow-tail) but injects a /chat-only item renderer via the component's optional `renderItems` prop: `renderChatTimeline` in `app/chat/transcript-render.tsx`. Presentation: operator turns render as a right-aligned grey bubble with only the message text (no label, no per-turn time); all agent output renders as plain prose (the reply-document filename line stays, as prose); a maximal consecutive run of `tool-call`/`tool-result` turns renders as one collapsed grey one-liner ("Used N tools ›") whose expansion shows every call and result payload — a lone call still gets the one-liner, and prose or a directive row ends a run. The WhatsApp reader (`/whatsapp`) omits the prop and keeps the default `renderTimeline`, so its rendering is unchanged; both presentations are test-pinned (`app/whatsapp/__tests__/Transcript-*.test.tsx` unmodified, `app/chat/__tests__/transcript-render.test.tsx` new).
2323
+ **`/chat` Claude-desktop transcript presentation.** The admin webchat keeps the shared `Transcript` shell (stream, follow-tail) but injects a /chat-only item renderer via the component's optional `renderItems` prop: `renderChatTimeline` in `app/chat/transcript-render.tsx`. Presentation: operator turns render as a right-aligned grey bubble showing the message text and, beneath it, a subtle always-visible time-of-day stamp (no label); delivered agent replies render as plain prose with the same time-of-day stamp beneath (the reply-document filename line stays, as prose); the stamp is HH:MM from the turn's `ts` (locale-formatted, right-aligned inside the operator bubble, left-aligned under agent prose), and a turn whose `ts` is null/unparseable shows no stamp, never an empty line — so only delivered operator and agent-reply turns are stamped, while tool runs, the collapsed "Thinking" block, and the agent-error banner stay time-free; a maximal consecutive run of `tool-call`/`tool-result` turns renders as one collapsed grey one-liner ("Used N tools ›") whose expansion shows every call and result payload — a lone call still gets the one-liner, and prose or a directive row ends a run. The WhatsApp reader (`/whatsapp`) omits the prop and keeps the default `renderTimeline`, so its rendering is unchanged; both presentations are test-pinned (`app/whatsapp/__tests__/Transcript-*.test.tsx` unmodified, `app/chat/__tests__/transcript-render.test.tsx` new).
2290
2324
 
2291
2325
  **maxy title for public sessions.** A `role=public` webchat spawn never produces a useful Claude Code `ai-title` (an anonymous one-line visitor turn), so every public row would otherwise read identically. The webchat route (`chat.ts`) composes a deterministic title — `Web · <senderId[:8]>[ · <personId>] · <UTC YYYY-MM-DD HH:mm>` (personId present only for gated visitors) — and threads it through the native webchat gateway's public spawn (`handleInbound` → `buildPublicWebchatSpawnRequest` → `managerSpawn`) to the manager `POST /public-spawn` body as `name`. `/spawn` validates it with `validateUserTitle` and, for `role=public` only, writes it into `UserTitleStore` so it occupies the operator-rename tier and wins over `ai-title`. Admin (`/rc-spawn`) and WhatsApp titling are unchanged. Observability: every public spawn logs `[spawn] role=public … title="…"` (or `title=missing`); the manager's row builder emits `[public-title] sessionId=… unexpected titleSource=<ai|null>` on the next list read for any public row that did not resolve from the user tier.
2292
2326
 
@@ -2533,8 +2567,8 @@ authoritative. This section names the surfaces and what backs each.
2533
2567
  | `+ New session` button | Opens `NewSessionModal`, which POSTs `{channel, permissionMode, model, initialMessage}` to `/api/admin/claude-sessions`. | `claude-sessions.ts` |
2534
2568
  | Mode trigger | Per-`(accountId, userId)` `SpawnPreference` for `permissionMode` and `model`; persists across reload, tab, device. | `session-defaults.ts` |
2535
2569
  | Nav rows (Chat / People / Agents / Projects / Tasks / Artefacts) | People, Agents, Tasks open the artefact-pane Graph filtered to the matching label. Chat selects the active conversation. Artefacts swaps the list to editable documents. | `graph-search.ts`, `graph-subgraph.ts`, `sidebar-artefacts.ts` |
2536
- | Sessions list (Active / Archived / All) | Live row store driven by SSE; manual reconcile button on the segmented control re-fetches the full id set. Every listed row carries two launch actions: the claude.ai/code resume (`ExternalLink`) and a chat-launch (`MessageSquare`) that opens `/chat?session=<full sessionId>` — the admin webchat pointed at that exact session; sending there resumes a stopped session with the webchat channel bound to that id (see `admin-webchat-native-channel.md`, "Session-targeted mode"). At the ≤720 px drawer breakpoint each row stacks into two lines — dot + title + id/stamp, then the action icons — with a divider between rows and actions at full opacity (the desktop hover-gated 0.5 opacity never resolves on touch). | `/claude-sessions/events`, `/claude-sessions` |
2537
- | Channel reader nav rows (WhatsApp / Telegram) | One conditional nav row **per interactive channel that has ≥1 admin session**. Each row carries its brand glyph (WhatsApp `#25D366`, Telegram `#229ED9`); a channel with no admin session shows no row, and no install ever shows an always-empty "No conversations" row. The channel list loads **once on sidebar mount** (the per-channel counts must be known before the nav renders), so a failed load shows one muted, non-clickable line instead of channel rows. Clicking a channel row lists that channel's admin conversations; each conversation row shows a **display name** resolved by precedence `operatorName ?? whatsappName ?? senderId ?? title`: the bound `Person givenName familyName` when a `senderId`→`userId` binding exists, else the persisted WhatsApp display name (`pushName`, read from the latest `:Message:WhatsAppMessage.senderName`), else the raw `senderId`, else the agent title; the agent session title is the hover tooltip only. Under the name each row shows a **last-message-time breadcrumb** (`conv-timestamp`, same markup as the Sessions rows) formatted from the row's `lastMessageAt` (the last parseable turn's `ts`); a session with no parseable turn shows no time, never "Invalid Date". A click on a conversation **opens its transcript on the home surface**: on `/` it selects in place, and from any other route (`/graph`, `/data`, `/browser`) it navigates to `/?wa=<sessionId>&projectDir=<dir>`, which the root shell hydrates on mount (then strips the query so a later refresh does not re-pin a closed conversation). Server logs `[wa-reader] op=operator-name-fallback senderId=… source=whatsapp-pushname` when the pushName fallback fires and `[wa-reader] op=conversations count=<n> withTimestamp=<m>` per list build; the client logs `[admin-ui] wa-open route=… via=<in-place\|navigate> …` and `[admin-ui] wa-hydrate route=/ …`. | `/whatsapp-reader/conversations` |
2570
+ | Sessions list (Active / Archived / All) | Live row store driven by SSE; manual reconcile button on the segmented control re-fetches the full id set. Every listed row carries two launch actions: the claude.ai/code resume (`ExternalLink`) and a chat-launch (`MessageSquare`) that opens `/chat?session=<full sessionId>` — the admin webchat pointed at that exact session; sending there resumes a stopped session with the webchat channel bound to that id (see `admin-webchat-native-channel.md`, "Session-targeted mode"). At the ≤720 px drawer breakpoint each row stacks into two lines — dot + title + id/stamp, then the action icons — with a divider between rows and actions at full opacity (the desktop hover-gated 0.5 opacity never resolves on touch). Below a 400 px list width each row's action icons collapse to a single `MoreHorizontal` ellipsis trigger; its popover menu lists the same actions as the inline icons but labels them with concise verbs (`Resume in claude.ai/code`, `Open in webchat`, `Stop`, `Archive` / `Unarchive`, `Rename`, `Delete`) rather than the inline icon buttons' verbose per-session aria-labels — the inline buttons keep those verbose labels because an icon-only control needs the full descriptive accessible name. **Re-seat:** each row also carries a `SessionReseatControl` (sliders icon) beside the action cluster — a model/mode/effort popover that forks the session via `/api/admin/session-reseat` and navigates to the fork (the same fork mechanism `/chat`'s pickers drive). Its model picker defaults to the row's current model (a new `model` field on each row, read from the JSONL tail); mode and effort each carry a "Keep" option that omits the field. | `/claude-sessions/events`, `/claude-sessions`, `/session-reseat` |
2571
+ | Channel reader nav rows (WhatsApp / Telegram) | One conditional nav row **per interactive channel that has ≥1 admin session**. Each row carries its brand glyph (WhatsApp `#25D366`, Telegram `#229ED9`); a channel with no admin session shows no row, and no install ever shows an always-empty "No conversations" row. The channel list loads **once on sidebar mount** (the per-channel counts must be known before the nav renders), so a failed load shows one muted, non-clickable line instead of channel rows. Clicking a channel row lists that channel's admin conversations; each conversation row shows a **display name** resolved by precedence `operatorName ?? whatsappName ?? senderId ?? title`: the bound `Person givenName familyName` when a `senderId`→`userId` binding exists, else the persisted WhatsApp display name (`pushName`, read from the latest `:Message:WhatsAppMessage.senderName`), else the raw `senderId`, else the agent title; the agent session title is the hover tooltip only. Under the name each row shows a **last-message-time breadcrumb** (`conv-timestamp`, same markup as the Sessions rows) formatted from the row's `lastMessageAt` (the last parseable turn's `ts`); a session with no parseable turn shows no time, never "Invalid Date". **Re-seat:** each channel conversation row also carries the `SessionReseatControl` beside its click-to-open area (the row is a `conv-with-actions` shell whose open click moved onto an inner button so the popover can sit beside it), so a WhatsApp/Telegram session's model/mode/effort is re-seatable from the dashboard exactly like a webchat row; the channel reader row carries the same `model` field for the picker default. A click on a conversation **opens its transcript on the home surface**: on `/` it selects in place, and from any other route (`/graph`, `/data`, `/browser`) it navigates to `/?wa=<sessionId>&projectDir=<dir>`, which the root shell hydrates on mount (then strips the query so a later refresh does not re-pin a closed conversation). Server logs `[wa-reader] op=operator-name-fallback senderId=… source=whatsapp-pushname` when the pushName fallback fires and `[wa-reader] op=conversations count=<n> withTimestamp=<m>` per list build; the client logs `[admin-ui] wa-open route=… via=<in-place\|navigate> …` and `[admin-ui] wa-hydrate route=/ …`. | `/whatsapp-reader/conversations` |
2538
2572
  | Channel transcript (`<Transcript>`) | Reads one session's JSONL over SSE (`/whatsapp-reader/stream`) and renders both sides plus tool calls — the turns claude.ai/code hides because channel inbound is stamped `isMeta`. Every turn shows its time-of-day (HH:MM from the turn's `ts`; a null/unparseable `ts` shows no time, never "Invalid Date"). `tool-call`/`tool-result` turns render as **collapsed cards** (chevron + label + time, default collapsed, expandable per card; one card's state never affects another) so the human↔agent text is not buried in JSON; the three conversation kinds always render in full. The thread **follows the tail**: it opens at the newest turn and pins to the bottom on each live append **only while the operator is already within 32 px of the bottom** — a scroll up suppresses the jump so reading history is never yanked. While the operator is scrolled up a **jump-to-bottom control** (`.wa-jump`, bottom-right of the viewport) appears; clicking it scrolls to the newest turn and re-arms follow-tail, and it hides again at the bottom. The thread scrolls inside its grid cell (header/sidebar/footer fixed). The stream sends a 20 s heartbeat so an idle Cloudflare tunnel does not idle-drop, tags each frame with a byte-offset `id:`, and resumes from the client's `Last-Event-ID` on reconnect (no duplicate backlog); the client clears the "Stream disconnected" banner on reopen and latches it only on a terminal CLOSED state. The thread also interleaves a collapsed `⚙ directive injected (N B)` row per turn, sorted by timestamp just before the turn it informed; expanding one fetches the exact stored `prompt-optimiser-directive` bytes for that turn. The entries are listed by `GET /whatsapp-reader/directives?sessionId=` and the bytes served by `GET /whatsapp-reader/directive?sessionId=&name=`, both admin-gated and account-scoped; a missing store degrades to no rows. | `/whatsapp-reader/stream`, `/whatsapp-reader/directives`, `/whatsapp-reader/directive` |
2539
2573
  | Conversations row hover actions | Inline rename, archive, delete, JSONL view / download per row. The historical `.conversations-modal` CSS block exists in `globals.css` but is no longer mounted from any TSX — Sidebar.tsx now owns every per-row affordance directly. | `claude-sessions.ts` |
2540
2574
  | Artefacts list | Lists every `:FileArtifact` under this account's tree (`relativePath STARTS WITH 'accounts/'`, all file types, excluding the `uploads/<id>/` subtree) plus this account's IDENTITY / SOUL / KNOWLEDGE / specialist templates. Click downloads the row's backing file (`downloadPath` → `GET /api/admin/files/download`) so the operator opens it in their local app; rows whose file is outside `DATA_ROOT` (bundled-fallback templates) show a "can't be downloaded" pill. The in-app artefact pane is dead pending removal. | `sidebar-artefacts.ts`, `files.ts` |
package/payload/platform/plugins/admin/skills/professional-document/SKILL.md CHANGED
@@ -149,7 +149,7 @@ Emit `[professional-document] pdf-saved path=<operator-named-path> bytes=<n>`.
149
149
 
150
150
  ### 10. Deliver
151
151
 
152
- The PDF you saved is the deliverable — there is no send-to-chat tool. In your reply, tell the operator its exact location: the full path where you saved it, and (when that path is under `accounts/<accountId>/output/`) that it is in the Artefacts panel, downloadable; it is also reachable on their file share if set up. State the complete path, never a vague pointer. See the `file-presentation` skill for the wording.
152
+ The PDF you saved is the deliverable. How you hand it over depends on the surface this turn arrived on. On a message channel (web chat, WhatsApp, Telegram), call `SendUserFile` with the saved path and the platform forwards the PDF to that conversation as a real attachment. On the admin dashboard, a path under `accounts/<accountId>/output/` appears in the Artefacts panel (downloadable) and is reachable on the file share. Either way, state the complete path in your reply, never a vague pointer. See the `file-presentation` skill for the wording.
153
153
 
154
154
  ## Doctrine
155
155
 
package/payload/platform/plugins/docs/references/admin-session.md CHANGED
@@ -95,6 +95,8 @@ The Hono route `POST /api/admin/claude-sessions` at [`platform/ui/server/routes/
95
95
 
96
96
  The metadata pane surfaces two distinct identifier values. The three-id model was collapsed back to a single-identity contract: claude's bridge suffix and the JSONL basename UUID are two phases of one claude-side identity, not two operator-visible identifiers. The manager resolver accepts either phase on any route. The wire emits one canonical `sessionId` — whichever phase is current — and the pane shows one row.
97
97
 
98
+ **Re-seat mints a new id.** Model, mode, and effort are inception-only levers — claude reads them when a session is born and the `claude rc` daemon exposes no per-session switch — so changing one on an *existing* session forks it: `/api/admin/session-reseat` pre-mints a fresh `sessionId`, the manager `/rc-spawn` fork branch runs `--resume <old> --fork-session --session-id <new> --model <model>` (copying history into the new id), and the operator lands on the fork. The fork pins the chosen model and, when supplied, the chosen `permissionMode` (pushed as `--permission-mode`, one of the 5 composer-writable modes) and `effort` (`low|medium|high|xhigh`, merged into the per-spawn inline `--settings.effortLevel`); each is validated against its allowlist before reaching the argv (a present-but-disallowed value is a 400). Both `/chat`'s composer pickers and the dashboard's per-row Re-seat control drive this one fork, for webchat and WhatsApp/Telegram sessions alike. The full write path is in [`admin-webchat-native-channel.md`](../../../.docs/admin-webchat-native-channel.md).
99
+
98
100
  | Operator label | What it is | Manager wire field | Log key |
99
101
  |---|---|---|---|
100
102
  | `sessionId` | Claude's session. Two phases: bridge suffix (`session_xxx`, the URL segment in `claude.ai/code/<session_xxx>`, set when claude prints the `/remote-control` URL) and JSONL basename UUID (claude's intrinsic id on disk, bound when the first turn flushes the JSONL). Both phases coexist on a live row after URL capture; the manager wire emits the bridge form when set, falling back to the JSONL basename in the pre-URL-capture window. The resolver routes either phase to the same row, so callers never need to choose. | `sessionId` (collapsed from the earlier three-field surface `sessionId` + `claudeSessionId` + `bridgeSessionId`) | `sessionId=` |
package/payload/platform/plugins/docs/references/admin-ui.md CHANGED
@@ -55,7 +55,7 @@ either is a regression.
55
55
 
56
56
  **`/chat` empty-state greeting panel.** While the admin webchat has no conversation JSONL yet (`GET /api/webchat/session` → `projectDir:null`), `app/chat/page.tsx` renders a "What's up next, {givenName}?" greeting (given name = first whitespace token of the admin session's `userName`) above two read-only lists from `GET /api/webchat/greeting` (`server/routes/webchat-greeting.ts`, `requireAdminSession`-gated, `accountId`-scoped): the next 5 upcoming `:Event` rows (`eventStatus IN ['scheduled','due']`, future `COALESCE(nextRun, startDate)`, soonest first) and the outstanding `:Task` rows (`status IN ['pending','active','running']`, 5 shown + `+N more`). Read failure returns HTTP 200 `{ ok: false }` and the page shows the headline alone — the panel never blocks the composer. A third section, **Your specialists**, shows the account's installed roster — every `*.md` under `data/accounts/<accountId>/specialists/agents/`, core and `--`-prefixed premium files alike — shown by frontmatter `name` + `summary` (fallback `description`), empty dir → "No specialists installed". The roster read (`app/lib/claude-agent/specialist-roster.ts`) is isolated from the graph fallback: malformed files are skipped (`op=specialist-skipped file=<name> reason=<…>`), a whole-roster failure degrades to `specialists: []` inside the `ok: true` payload (`op=specialists-read-failed`). Logs: `[webchat:greeting] op=read account=<id8> events=<n> tasks=<n> specialists=<n> ms=<n>` / `op=read-failed reason=…`; client warns `[admin-ui] greeting-unavailable …`. The full webchat architecture lives in `.docs/admin-webchat-native-channel.md`.
57
57
 
58
- **`/chat` Claude-desktop transcript presentation.** The admin webchat keeps the shared `Transcript` shell (stream, follow-tail) but injects a /chat-only item renderer via the component's optional `renderItems` prop: `renderChatTimeline` in `app/chat/transcript-render.tsx`. Presentation: operator turns render as a right-aligned grey bubble with only the message text (no label, no per-turn time); all agent output renders as plain prose (the reply-document filename line stays, as prose); a maximal consecutive run of `tool-call`/`tool-result` turns renders as one collapsed grey one-liner ("Used N tools ›") whose expansion shows every call and result payload — a lone call still gets the one-liner, and prose or a directive row ends a run. The WhatsApp reader (`/whatsapp`) omits the prop and keeps the default `renderTimeline`, so its rendering is unchanged; both presentations are test-pinned (`app/whatsapp/__tests__/Transcript-*.test.tsx` unmodified, `app/chat/__tests__/transcript-render.test.tsx` new).
58
+ **`/chat` Claude-desktop transcript presentation.** The admin webchat keeps the shared `Transcript` shell (stream, follow-tail) but injects a /chat-only item renderer via the component's optional `renderItems` prop: `renderChatTimeline` in `app/chat/transcript-render.tsx`. Presentation: operator turns render as a right-aligned grey bubble showing the message text and, beneath it, a subtle always-visible time-of-day stamp (no label); delivered agent replies render as plain prose with the same time-of-day stamp beneath (the reply-document filename line stays, as prose); the stamp is HH:MM from the turn's `ts` (locale-formatted, right-aligned inside the operator bubble, left-aligned under agent prose), and a turn whose `ts` is null/unparseable shows no stamp, never an empty line — so only delivered operator and agent-reply turns are stamped, while tool runs, the collapsed "Thinking" block, and the agent-error banner stay time-free; a maximal consecutive run of `tool-call`/`tool-result` turns renders as one collapsed grey one-liner ("Used N tools ›") whose expansion shows every call and result payload — a lone call still gets the one-liner, and prose or a directive row ends a run. The WhatsApp reader (`/whatsapp`) omits the prop and keeps the default `renderTimeline`, so its rendering is unchanged; both presentations are test-pinned (`app/whatsapp/__tests__/Transcript-*.test.tsx` unmodified, `app/chat/__tests__/transcript-render.test.tsx` new).
59
59
 
60
60
  **maxy title for public sessions.** A `role=public` webchat spawn never produces a useful Claude Code `ai-title` (an anonymous one-line visitor turn), so every public row would otherwise read identically. The webchat route (`chat.ts`) composes a deterministic title — `Web · <senderId[:8]>[ · <personId>] · <UTC YYYY-MM-DD HH:mm>` (personId present only for gated visitors) — and threads it through the native webchat gateway's public spawn (`handleInbound` → `buildPublicWebchatSpawnRequest` → `managerSpawn`) to the manager `POST /public-spawn` body as `name`. `/spawn` validates it with `validateUserTitle` and, for `role=public` only, writes it into `UserTitleStore` so it occupies the operator-rename tier and wins over `ai-title`. Admin (`/rc-spawn`) and WhatsApp titling are unchanged. Observability: every public spawn logs `[spawn] role=public … title="…"` (or `title=missing`); the manager's row builder emits `[public-title] sessionId=… unexpected titleSource=<ai|null>` on the next list read for any public row that did not resolve from the user tier.
61
61
 
@@ -302,8 +302,8 @@ authoritative. This section names the surfaces and what backs each.
302
302
  | `+ New session` button | Opens `NewSessionModal`, which POSTs `{channel, permissionMode, model, initialMessage}` to `/api/admin/claude-sessions`. | `claude-sessions.ts` |
303
303
  | Mode trigger | Per-`(accountId, userId)` `SpawnPreference` for `permissionMode` and `model`; persists across reload, tab, device. | `session-defaults.ts` |
304
304
  | Nav rows (Chat / People / Agents / Projects / Tasks / Artefacts) | People, Agents, Tasks open the artefact-pane Graph filtered to the matching label. Chat selects the active conversation. Artefacts swaps the list to editable documents. | `graph-search.ts`, `graph-subgraph.ts`, `sidebar-artefacts.ts` |
305
- | Sessions list (Active / Archived / All) | Live row store driven by SSE; manual reconcile button on the segmented control re-fetches the full id set. Every listed row carries two launch actions: the claude.ai/code resume (`ExternalLink`) and a chat-launch (`MessageSquare`) that opens `/chat?session=<full sessionId>` — the admin webchat pointed at that exact session; sending there resumes a stopped session with the webchat channel bound to that id (see `admin-webchat-native-channel.md`, "Session-targeted mode"). At the ≤720 px drawer breakpoint each row stacks into two lines — dot + title + id/stamp, then the action icons — with a divider between rows and actions at full opacity (the desktop hover-gated 0.5 opacity never resolves on touch). | `/claude-sessions/events`, `/claude-sessions` |
306
- | Channel reader nav rows (WhatsApp / Telegram) | One conditional nav row **per interactive channel that has ≥1 admin session**. Each row carries its brand glyph (WhatsApp `#25D366`, Telegram `#229ED9`); a channel with no admin session shows no row, and no install ever shows an always-empty "No conversations" row. The channel list loads **once on sidebar mount** (the per-channel counts must be known before the nav renders), so a failed load shows one muted, non-clickable line instead of channel rows. Clicking a channel row lists that channel's admin conversations; each conversation row shows a **display name** resolved by precedence `operatorName ?? whatsappName ?? senderId ?? title`: the bound `Person givenName familyName` when a `senderId`→`userId` binding exists, else the persisted WhatsApp display name (`pushName`, read from the latest `:Message:WhatsAppMessage.senderName`), else the raw `senderId`, else the agent title; the agent session title is the hover tooltip only. Under the name each row shows a **last-message-time breadcrumb** (`conv-timestamp`, same markup as the Sessions rows) formatted from the row's `lastMessageAt` (the last parseable turn's `ts`); a session with no parseable turn shows no time, never "Invalid Date". A click on a conversation **opens its transcript on the home surface**: on `/` it selects in place, and from any other route (`/graph`, `/data`, `/browser`) it navigates to `/?wa=<sessionId>&projectDir=<dir>`, which the root shell hydrates on mount (then strips the query so a later refresh does not re-pin a closed conversation). Server logs `[wa-reader] op=operator-name-fallback senderId=… source=whatsapp-pushname` when the pushName fallback fires and `[wa-reader] op=conversations count=<n> withTimestamp=<m>` per list build; the client logs `[admin-ui] wa-open route=… via=<in-place\|navigate> …` and `[admin-ui] wa-hydrate route=/ …`. | `/whatsapp-reader/conversations` |
305
+ | Sessions list (Active / Archived / All) | Live row store driven by SSE; manual reconcile button on the segmented control re-fetches the full id set. Every listed row carries two launch actions: the claude.ai/code resume (`ExternalLink`) and a chat-launch (`MessageSquare`) that opens `/chat?session=<full sessionId>` — the admin webchat pointed at that exact session; sending there resumes a stopped session with the webchat channel bound to that id (see `admin-webchat-native-channel.md`, "Session-targeted mode"). At the ≤720 px drawer breakpoint each row stacks into two lines — dot + title + id/stamp, then the action icons — with a divider between rows and actions at full opacity (the desktop hover-gated 0.5 opacity never resolves on touch). Below a 400 px list width each row's action icons collapse to a single `MoreHorizontal` ellipsis trigger; its popover menu lists the same actions as the inline icons but labels them with concise verbs (`Resume in claude.ai/code`, `Open in webchat`, `Stop`, `Archive` / `Unarchive`, `Rename`, `Delete`) rather than the inline icon buttons' verbose per-session aria-labels — the inline buttons keep those verbose labels because an icon-only control needs the full descriptive accessible name. **Re-seat:** each row also carries a `SessionReseatControl` (sliders icon) beside the action cluster — a model/mode/effort popover that forks the session via `/api/admin/session-reseat` and navigates to the fork (the same fork mechanism `/chat`'s pickers drive). Its model picker defaults to the row's current model (a new `model` field on each row, read from the JSONL tail); mode and effort each carry a "Keep" option that omits the field. | `/claude-sessions/events`, `/claude-sessions`, `/session-reseat` |
306
+ | Channel reader nav rows (WhatsApp / Telegram) | One conditional nav row **per interactive channel that has ≥1 admin session**. Each row carries its brand glyph (WhatsApp `#25D366`, Telegram `#229ED9`); a channel with no admin session shows no row, and no install ever shows an always-empty "No conversations" row. The channel list loads **once on sidebar mount** (the per-channel counts must be known before the nav renders), so a failed load shows one muted, non-clickable line instead of channel rows. Clicking a channel row lists that channel's admin conversations; each conversation row shows a **display name** resolved by precedence `operatorName ?? whatsappName ?? senderId ?? title`: the bound `Person givenName familyName` when a `senderId`→`userId` binding exists, else the persisted WhatsApp display name (`pushName`, read from the latest `:Message:WhatsAppMessage.senderName`), else the raw `senderId`, else the agent title; the agent session title is the hover tooltip only. Under the name each row shows a **last-message-time breadcrumb** (`conv-timestamp`, same markup as the Sessions rows) formatted from the row's `lastMessageAt` (the last parseable turn's `ts`); a session with no parseable turn shows no time, never "Invalid Date". **Re-seat:** each channel conversation row also carries the `SessionReseatControl` beside its click-to-open area (the row is a `conv-with-actions` shell whose open click moved onto an inner button so the popover can sit beside it), so a WhatsApp/Telegram session's model/mode/effort is re-seatable from the dashboard exactly like a webchat row; the channel reader row carries the same `model` field for the picker default. A click on a conversation **opens its transcript on the home surface**: on `/` it selects in place, and from any other route (`/graph`, `/data`, `/browser`) it navigates to `/?wa=<sessionId>&projectDir=<dir>`, which the root shell hydrates on mount (then strips the query so a later refresh does not re-pin a closed conversation). Server logs `[wa-reader] op=operator-name-fallback senderId=… source=whatsapp-pushname` when the pushName fallback fires and `[wa-reader] op=conversations count=<n> withTimestamp=<m>` per list build; the client logs `[admin-ui] wa-open route=… via=<in-place\|navigate> …` and `[admin-ui] wa-hydrate route=/ …`. | `/whatsapp-reader/conversations` |
307
307
  | Channel transcript (`<Transcript>`) | Reads one session's JSONL over SSE (`/whatsapp-reader/stream`) and renders both sides plus tool calls — the turns claude.ai/code hides because channel inbound is stamped `isMeta`. Every turn shows its time-of-day (HH:MM from the turn's `ts`; a null/unparseable `ts` shows no time, never "Invalid Date"). `tool-call`/`tool-result` turns render as **collapsed cards** (chevron + label + time, default collapsed, expandable per card; one card's state never affects another) so the human↔agent text is not buried in JSON; the three conversation kinds always render in full. The thread **follows the tail**: it opens at the newest turn and pins to the bottom on each live append **only while the operator is already within 32 px of the bottom** — a scroll up suppresses the jump so reading history is never yanked. While the operator is scrolled up a **jump-to-bottom control** (`.wa-jump`, bottom-right of the viewport) appears; clicking it scrolls to the newest turn and re-arms follow-tail, and it hides again at the bottom. The thread scrolls inside its grid cell (header/sidebar/footer fixed). The stream sends a 20 s heartbeat so an idle Cloudflare tunnel does not idle-drop, tags each frame with a byte-offset `id:`, and resumes from the client's `Last-Event-ID` on reconnect (no duplicate backlog); the client clears the "Stream disconnected" banner on reopen and latches it only on a terminal CLOSED state. The thread also interleaves a collapsed `⚙ directive injected (N B)` row per turn, sorted by timestamp just before the turn it informed; expanding one fetches the exact stored `prompt-optimiser-directive` bytes for that turn. The entries are listed by `GET /whatsapp-reader/directives?sessionId=` and the bytes served by `GET /whatsapp-reader/directive?sessionId=&name=`, both admin-gated and account-scoped; a missing store degrades to no rows. | `/whatsapp-reader/stream`, `/whatsapp-reader/directives`, `/whatsapp-reader/directive` |
308
308
  | Conversations row hover actions | Inline rename, archive, delete, JSONL view / download per row. The historical `.conversations-modal` CSS block exists in `globals.css` but is no longer mounted from any TSX — Sidebar.tsx now owns every per-row affordance directly. | `claude-sessions.ts` |
309
309
  | Artefacts list | Lists every `:FileArtifact` under this account's tree (`relativePath STARTS WITH 'accounts/'`, all file types, excluding the `uploads/<id>/` subtree) plus this account's IDENTITY / SOUL / KNOWLEDGE / specialist templates. Click downloads the row's backing file (`downloadPath` → `GET /api/admin/files/download`) so the operator opens it in their local app; rows whose file is outside `DATA_ROOT` (bundled-fallback templates) show a "can't be downloaded" pill. The in-app artefact pane is dead pending removal. | `sidebar-artefacts.ts`, `files.ts` |
package/payload/platform/plugins/docs/references/memory-guide.md CHANGED
@@ -144,7 +144,7 @@ Every node also carries a provenance stamp — which agent wrote it, in which se
144
144
 
145
145
  ## Vertical schemas
146
146
 
147
- On top of the base graph, each brand boots one optional **vertical** — an extra set of entity types tailored to a trade. The vertical is named by `brand.json#vertical` and defined in a `schema-<name>.md` reference; the memory plugin loads it at startup and validates every write against base + the active vertical. Real Agent boots `schema-estate-agent` (Listing, Property, Viewing, Offer). SiteOffice boots `schema-construction`, which adds the building-contractor entities — `Job`, `LineItem`, `Valuation`, `Milestone`, `QuoteDocument`, `VariationNote`, `InboundInvoice`, `SubContractor`, `TimeLog`, `SubInvoice`, `WhatsAppGroup` — grounded in real builder job folders so a job's quote, valuations, variations, supplier invoices, and subcontractor timesheets all hang off one `Job` node. The default Maxy brand boots no vertical (base graph only).
147
+ On top of the base graph, each brand boots one optional **vertical** — an extra set of entity types tailored to a trade. The vertical is named by `brand.json#vertical` and defined in a `schema-<name>.md` reference; the memory plugin loads it at startup and validates every write against base + the active vertical. Real Agent boots `schema-estate-agent` (Listing, Property, Viewing, Offer). SiteOffice boots `schema-construction`, which adds the building-contractor entities — `Job`, `LineItem`, `Valuation`, `Milestone`, `QuoteDocument`, `VariationNote`, `InboundInvoice`, `WhatsAppGroup` — grounded in real builder job folders so a job's quote, valuations, variations, and received supplier and subcontractor invoices all hang off one `Job` node. The default Maxy brand boots no vertical (base graph only).
148
148
 
149
149
  ## Public-facing summaries for customer-readable subjects
150
150
 
package/payload/platform/plugins/docs/references/quickbooks.md ADDED
@@ -0,0 +1,29 @@
1
+ # QuickBooks Online
2
+
3
+ Connect QuickBooks Online so the agent can read your books and create records — invoices, customers, bills, payments, and reports — over Intuit's REST API.
4
+
5
+ QuickBooks Online is the cloud product. Your books live in Intuit's cloud, so every request proves two things: that the connecting app is yours, and that someone authorized it to touch a specific company. {{productName}} ships to your own machine and never runs a shared backend, so it cannot hold one master QuickBooks identity for everyone. Instead you bring your own Intuit app, and its keys are stored only on your install.
6
+
7
+ ## What you do once
8
+
9
+ **1. Register an Intuit app.** Go to [developer.intuit.com](https://developer.intuit.com), create an app, and turn on the Accounting scope. Copy the app's **client ID** and **client secret**. In the app's OAuth settings, add a **redirect URI**: your public agent address followed by `/api/quickbooks/callback`. Intuit does not allow `localhost` for live use, which is why the address is your public one. Start with the free **sandbox** keys (Intuit gives you up to five practice companies) before moving to real books.
10
+
11
+ **2. Hand the keys to the agent.** Tell the agent your client ID and secret, and whether they are sandbox or production. The agent stores them on your install only.
12
+
13
+ **3. Authorize each company.** Ask the agent to start a connection. It gives you a link; you open it, sign in to Intuit, and approve one company. That is the only manual step per company. An accountant with several companies under one app just repeats this for each.
14
+
15
+ ## What the agent does after that
16
+
17
+ Everything else is automatic. The agent keeps the connection alive on its own, refreshing access behind the scenes, and can:
18
+
19
+ - **Read** anything — "show me unpaid invoices since January", "list my customers", "what bills are due this week".
20
+ - **Pull reports** — profit and loss, balance sheet, aged receivables, for any date range.
21
+ - **Create and update records** — raise an invoice, add a customer, enter a bill, record a payment.
22
+
23
+ ## Keeping it healthy
24
+
25
+ A QuickBooks connection goes stale if it sits unused for about 100 days, or if you revoke access from your Intuit account. Ask the agent to run a connection audit now and then; if a company shows as not alive, just re-authorize it with a fresh link. Reading has a generous free monthly allowance and writing is free, so the agent favours precise lookups over pulling everything.
26
+
27
+ ## Moving to real books
28
+
29
+ Switching your Intuit app from sandbox to production requires passing Intuit's own production security review. That is between you and Intuit; it is not something the agent does for you.
package/payload/platform/plugins/graph-viewer/mcp/dist/index.js CHANGED
@@ -15,7 +15,7 @@ const server = new McpServer({
15
15
  name: "maxy-graph-viewer",
16
16
  version: "0.1.0",
17
17
  });
18
- eagerTool(server, "graph-render", "Render a PNG of an account-scoped Neo4j subgraph rooted at a given nodeId, walking up to hopDepth hops (0-3). Writes the PNG to data/accounts/<accountId>/output/graph-render/ and returns {ok:true, path, nodeCount, edgeCount, width, height, truncated?}. The PNG lands under output/, so it appears in the operator's Artefacts panel (downloadable) and on their file share; callers tell the operator that exact path — MCP image content blocks are not surfaced in the maxy-code chat UI and there is no send-to-chat tool. The image uses the same colour palette and short-label strings as the live /graph page; node positions differ (d3-force, not vis-network) and are auto-fit to the canvas. Subgraphs above 200 nodes are capped and the envelope carries truncated={rendered,total}. Trashed nodes are excluded. Use when the operator asks to see what a subgraph looks like and you want to avoid making them switch to the admin UI on a different device.", {
18
+ eagerTool(server, "graph-render", "Render a PNG of an account-scoped Neo4j subgraph rooted at a given nodeId, walking up to hopDepth hops (0-3). Writes the PNG to data/accounts/<accountId>/output/graph-render/ and returns {ok:true, path, nodeCount, edgeCount, width, height, truncated?}. MCP image content blocks are not surfaced in the maxy-code chat UI, so callers deliver the PNG by its path: on the admin dashboard the output/ path appears in the operator's Artefacts panel (downloadable) and on their file share, and on a message channel the caller forwards it with SendUserFile as an attachment. Either way, callers tell the operator that exact path. The image uses the same colour palette and short-label strings as the live /graph page; node positions differ (d3-force, not vis-network) and are auto-fit to the canvas. Subgraphs above 200 nodes are capped and the envelope carries truncated={rendered,total}. Trashed nodes are excluded. Use when the operator asks to see what a subgraph looks like and you want to avoid making them switch to the admin UI on a different device.", {
19
19
  accountId: z.string().min(1).describe("Operator account id. The root nodeId must belong to this account or the tool refuses with reason=scope."),
20
20
  nodeId: z.string().min(1).describe("elementId of the root node, as returned by memory-search or other graph tools."),
21
21
  hopDepth: z.number().int().min(0).max(3).describe("Number of hops to walk from the root (0 = just the root). Max 3."),
package/payload/platform/plugins/graph-viewer/mcp/dist/index.js.map CHANGED
@@ -1 +1 @@
1
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1
+ {"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,aAAa,EAAE,MAAM,8CAA8C,CAAC;AAC7E,aAAa,CAAC,cAAc,CAAC,CAAC;AAE9B,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,2CAA2C,CAAC;AACjF,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AACpE,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,WAAW,EAAE,MAAM,yBAAyB,CAAC;AACtD,OAAO,EAAE,WAAW,EAAE,MAAM,gBAAgB,CAAC;AAE7C,MAAM,MAAM,GAAG,IAAI,SAAS,CAAC;IAC3B,IAAI,EAAE,mBAAmB;IACzB,OAAO,EAAE,OAAO;CACjB,CAAC,CAAC;AAEH,SAAS,CACP,MAAM,EACN,cAAc,EACd,4hCAA4hC,EAC5hC;IACE,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,yGAAyG,CAAC;IAChJ,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,gFAAgF,CAAC;IACpH,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,kEAAkE,CAAC;CACtH,EACD,KAAK,EAAE,IAA6D,EAAE,EAAE;IACtE,MAAM,MAAM,GAAG,MAAM,WAAW,CAAC,IAAI,CAAC,CAAC;IACvC,IAAI,CAAC,MAAM,CAAC,EAAE,EAAE,CAAC;QACf,OAAO;YACL,OAAO,EAAE,IAAI;YACb,OAAO,EAAE;gBACP;oBACE,IAAI,EAAE,MAAe;oBACrB,IAAI,EAAE,IAAI,CAAC,SAAS,CAClB,EAAE,EAAE,EAAE,KAAK,EAAE,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,EAAE,MAAM,CAAC,OAAO,EAAE,EAC7D,IAAI,EACJ,CAAC,CACF;iBACF;aACF;SACF,CAAC;IACJ,CAAC;IACD,MAAM,QAAQ,GAA4B;QACxC,EAAE,EAAE,IAAI;QACR,IAAI,EAAE,MAAM,CAAC,IAAI;QACjB,KAAK,EAAE,MAAM,CAAC,KAAK;QACnB,MAAM,EAAE,MAAM,CAAC,MAAM;QACrB,SAAS,EAAE,MAAM,CAAC,SAAS;QAC3B,SAAS,EAAE,MAAM,CAAC,SAAS;KAC5B,CAAC;IACF,IAAI,MAAM,CAAC,SAAS;QAAE,QAAQ,CAAC,SAAS,GAAG,MAAM,CAAC,SAAS,CAAC;IAC5D,OAAO;QACL,OAAO,EAAE;YACP;gBACE,IAAI,EAAE,MAAe;gBACrB,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,QAAQ,EAAE,IAAI,EAAE,CAAC,CAAC;aACxC;SACF;KACF,CAAC;AACJ,CAAC,CACF,CAAC;AAEF,KAAK,UAAU,IAAI;IACjB,MAAM,SAAS,GAAG,IAAI,oBAAoB,EAAE,CAAC;IAC7C,MAAM,MAAM,CAAC,OAAO,CAAC,SAAS,CAAC,CAAC;AAClC,CAAC;AAED,IAAI,EAAE,CAAC,KAAK,CAAC,CAAC,GAAG,EAAE,EAAE;IACnB,OAAO,CAAC,KAAK,CAAC,uBAAuB,EAAE,GAAG,CAAC,CAAC;IAC5C,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC;AAClB,CAAC,CAAC,CAAC;AAEH,OAAO,CAAC,EAAE,CAAC,QAAQ,EAAE,KAAK,IAAI,EAAE;IAC9B,MAAM,WAAW,EAAE,CAAC;IACpB,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC;AAClB,CAAC,CAAC,CAAC;AACH,OAAO,CAAC,EAAE,CAAC,SAAS,EAAE,KAAK,IAAI,EAAE;IAC/B,MAAM,WAAW,EAAE,CAAC;IACpB,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC;AAClB,CAAC,CAAC,CAAC"}
package/payload/platform/plugins/graph-viewer/mcp/dist/tools/graph-render.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"graph-render.d.ts","sourceRoot":"","sources":["../../src/tools/graph-render.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;;GAmBG;AA6BH,MAAM,WAAW,iBAAiB;IAChC,SAAS,EAAE,MAAM,CAAC;IAClB,MAAM,EAAE,MAAM,CAAC;IACf,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,MAAM,WAAW,kBAAkB;IACjC,EAAE,EAAE,KAAK,CAAC;IACV,MAAM,EAAE,OAAO,GAAG,OAAO,GAAG,cAAc,GAAG,YAAY,GAAG,eAAe,CAAC;IAC5E,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,kBAAkB;IACjC,EAAE,EAAE,IAAI,CAAC;IACT,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,EAAE,MAAM,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,CAAC,EAAE;QAAE,QAAQ,EAAE,MAAM,CAAC;QAAC,KAAK,EAAE,MAAM,CAAA;KAAE,CAAC;CACjD;AAED,MAAM,MAAM,iBAAiB,GAAG,kBAAkB,GAAG,kBAAkB,CAAC;AAMxE,wBAAsB,WAAW,CAC/B,MAAM,EAAE,iBAAiB,GACxB,OAAO,CAAC,iBAAiB,CAAC,CAiL5B"}
1
+ {"version":3,"file":"graph-render.d.ts","sourceRoot":"","sources":["../../src/tools/graph-render.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;;GAmBG;AA6BH,MAAM,WAAW,iBAAiB;IAChC,SAAS,EAAE,MAAM,CAAC;IAClB,MAAM,EAAE,MAAM,CAAC;IACf,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,MAAM,WAAW,kBAAkB;IACjC,EAAE,EAAE,KAAK,CAAC;IACV,MAAM,EAAE,OAAO,GAAG,OAAO,GAAG,cAAc,GAAG,YAAY,GAAG,eAAe,CAAC;IAC5E,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,kBAAkB;IACjC,EAAE,EAAE,IAAI,CAAC;IACT,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,EAAE,MAAM,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,EAAE,MAAM,CAAC;IAClB,SAAS,CAAC,EAAE;QAAE,QAAQ,EAAE,MAAM,CAAC;QAAC,KAAK,EAAE,MAAM,CAAA;KAAE,CAAC;CACjD;AAED,MAAM,MAAM,iBAAiB,GAAG,kBAAkB,GAAG,kBAAkB,CAAC;AAMxE,wBAAsB,WAAW,CAC/B,MAAM,EAAE,iBAAiB,GACxB,OAAO,CAAC,iBAAiB,CAAC,CAkL5B"}
package/payload/platform/plugins/graph-viewer/mcp/dist/tools/graph-render.js CHANGED
@@ -160,13 +160,14 @@ export async function graphRender(params) {
160
160
  message: `Canvas draw failed: ${message}`,
161
161
  };
162
162
  }
163
- // Write the PNG to a deterministic per-account output/ path. It then
164
- // surfaces in the operator's Artefacts panel and on their file share;
165
- // the calling skill tells the operator its location — MCP `image`
166
- // content blocks do not surface in the maxy-code chat transport, and
167
- // there is no send-to-chat tool (see Task 584). The slug+hopDepth pair
168
- // makes repeated renders of the same view overwrite the same file
169
- // rather than accumulating.
163
+ // Write the PNG to a deterministic per-account output/ path. MCP `image`
164
+ // content blocks do not surface in the maxy-code chat transport, so the
165
+ // calling skill delivers the file by its path: on the admin dashboard
166
+ // that output/ path appears in the operator's Artefacts panel and on
167
+ // their file share, and on a message channel the skill forwards it with
168
+ // SendUserFile as an attachment (see Task 584 for the output/ doctrine).
169
+ // The slug+hopDepth pair makes repeated renders of the same view
170
+ // overwrite the same file rather than accumulating.
170
171
  const accountsDir = getAccountsDir();
171
172
  const outputDir = resolve(accountsDir, accountId, "output", "graph-render");
172
173
  mkdirSync(outputDir, { recursive: true });
package/payload/platform/plugins/graph-viewer/mcp/dist/tools/graph-render.js.map CHANGED
@@ -1 +1 @@
1
- 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1
+ 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package/payload/platform/plugins/graph-viewer/skills/render-graph/SKILL.md CHANGED
@@ -17,11 +17,14 @@ When the operator asks for a picture of a subgraph:
17
17
  200-node cap and return a `truncated` envelope.
18
18
  3. Call `graph-render` with `{ accountId, nodeId, hopDepth }`.
19
19
  4. If the result is `ok: true`, the PNG is at the returned `path` under
20
- `output/graph-render/`. There is no send-to-chat tool: in your reply,
21
- tell the operator that exact path, that it is in their Artefacts panel
22
- (downloadable), and that it is reachable on their file share if set up.
23
- Add a one-line caption, say how many nodes are in view, and — if
24
- `truncated` is present — that there were more nodes than the cap.
20
+ `output/graph-render/`. The render is not shown inline, so deliver it by
21
+ surface: on a message channel (web chat, WhatsApp, Telegram) call
22
+ `SendUserFile` with that path and the platform forwards the PNG to that
23
+ conversation as a real attachment; on the admin dashboard the same path
24
+ appears in the Artefacts panel (downloadable) and is reachable on the
25
+ file share. Either way, state that exact path in your reply. Add a
26
+ one-line caption, say how many nodes are in view, and — if `truncated`
27
+ is present — that there were more nodes than the cap.
25
28
  5. If the result is `ok: false`, surface the structured `reason` and
26
29
  `message` to the operator verbatim. Do not retry with a different
27
30
  nodeId without their input. Do not fall back to Mermaid, ASCII, or any
package/payload/platform/plugins/memory/mcp/dist/index.js CHANGED
@@ -990,6 +990,8 @@ if (!readOnly) {
990
990
  relationshipType,
991
991
  properties,
992
992
  accountId,
993
+ relationshipPatterns: schema.relationshipPatterns,
994
+ brandVertical: schema.brandVertical,
993
995
  });
994
996
  if ("error" in result) {
995
997
  return {