@wealthx/shadcn 1.5.25 → 1.5.27

package/dist/index.mjs

@@ -9,14 +9,14 @@ import {
   ConversationStatusChip,
   ConversationsPage,
   LeadInfoPanel
-} from "./chunk-4FJC64FV.mjs";
+} from "./chunk-CE2WONIY.mjs";
 import {
   ALERT_QUERY_FIELDS,
   AlertSharingType,
   ContactAlertDialog,
   ContactAlertQueryBuilder,
   createAlertTree
-} from "./chunk-5ST6BK7R.mjs";
+} from "./chunk-36IN7YRM.mjs";
 import {
   ResourceCarousel,
   ResourceCenterHeader,
@@ -25,13 +25,13 @@ import {
   ResourceEmailTemplateCard,
   ResourceModal,
   ResourceVideoCard
-} from "./chunk-5G2M45CA.mjs";
+} from "./chunk-FYZBGWYR.mjs";
 import {
   TransactionsExpenseCategoriesDoughnutChart
 } from "./chunk-FGMDBJCF.mjs";
 import {
   TransactionsIncomeExpenseBarChart
-} from "./chunk-G2W754UJ.mjs";
+} from "./chunk-6UKOJLXO.mjs";
 import {
   TransactionsLiabilitiesBreakdownChart
 } from "./chunk-77L3UPBW.mjs";
@@ -41,6 +41,13 @@ import {
 import {
   VideoBackground
 } from "./chunk-ZGQIVGIN.mjs";
+import {
+  AgentCard,
+  AgentMenuModal,
+  IntegrationInstructionCard,
+  IntegrationServiceCard,
+  ServiceConfigurationModal
+} from "./chunk-HSL23TOM.mjs";
 import {
   FrontendShell,
   SignupShell,
@@ -51,7 +58,7 @@ import {
 } from "./chunk-WZ6UJCBL.mjs";
 import {
   StageTimeline
-} from "./chunk-K35TFQUB.mjs";
+} from "./chunk-LSSIWLYU.mjs";
 import {
   SelectableCard
 } from "./chunk-3Z75IKFO.mjs";
@@ -59,25 +66,19 @@ import {
   EmailTemplateDialog,
   ShareContactDialog,
   ShareDetailsDialog
-} from "./chunk-ECC2LLZM.mjs";
+} from "./chunk-MD66TGX7.mjs";
 import {
   SidebarNav
 } from "./chunk-RSEVIQEO.mjs";
-import {
-  PropertyDebtEquityDoughnutChart
-} from "./chunk-GYWOD2YI.mjs";
 import {
   PropertyMobileEstimateLineChart
 } from "./chunk-JUMEIPII.mjs";
 import {
   PropertyReportDialog
-} from "./chunk-UMR3HVZF.mjs";
+} from "./chunk-M32QNCD3.mjs";
 import {
   ReviewAlertsDialog
-} from "./chunk-RVDBYV2B.mjs";
-import {
-  PipelineBoard
-} from "./chunk-7JVKSZ4O.mjs";
+} from "./chunk-HONTZFLO.mjs";
 import {
   PipelineChart
 } from "./chunk-PCULNQWA.mjs";
@@ -85,13 +86,16 @@ import {
   ChangePriorityDialog,
   DeleteOpportunityDialog,
   PutOnHoldDialog
-} from "./chunk-Z5QI7CW2.mjs";
+} from "./chunk-T5HU4S4X.mjs";
 import {
   PropertyCashflowDoughnutChart
 } from "./chunk-VLVEZHFE.mjs";
+import {
+  PropertyDebtEquityDoughnutChart
+} from "./chunk-GYWOD2YI.mjs";
 import {
   OpportunitySummaryTab
-} from "./chunk-PX2B3Q3A.mjs";
+} from "./chunk-SYJ6LVJ6.mjs";
 import {
   EditAboutApplicantModal,
   EditAssetsModal,
@@ -99,7 +103,7 @@ import {
   EditExpensesModal,
   EditIncomeModal,
   EditLoanScenarioModal
-} from "./chunk-VNB5E7SI.mjs";
+} from "./chunk-HSXMTFIM.mjs";
 import {
   PageHeader
 } from "./chunk-NT4FX27K.mjs";
@@ -109,6 +113,9 @@ import {
 import {
   PipelineAlerts
 } from "./chunk-KFH36NKF.mjs";
+import {
+  PipelineBoard
+} from "./chunk-2CHH5QOA.mjs";
 import {
   LoanWizardShell
 } from "./chunk-PUJ42INK.mjs";
@@ -126,30 +133,23 @@ import {
 } from "./chunk-TCE5L44O.mjs";
 import {
   KanbanColumn
-} from "./chunk-2PWTXE66.mjs";
+} from "./chunk-OG2VM34K.mjs";
 import {
   LeadCard,
   OpportunityCard
-} from "./chunk-YV7XF32X.mjs";
+} from "./chunk-DSVKEVX6.mjs";
 import {
   TaskCheckItem
-} from "./chunk-EXI64H46.mjs";
+} from "./chunk-L6LE4OIM.mjs";
 import {
   LoanApplicationBadge
 } from "./chunk-K4VWSDJJ.mjs";
 import {
   LoanEntryShell
 } from "./chunk-623YVI5O.mjs";
-import {
-  IncomeWorkDetails
-} from "./chunk-KGBLORCQ.mjs";
 import {
   IntegrationCard
 } from "./chunk-67DGIPQ4.mjs";
-import {
-  OpportunityDetailsDrawer,
-  SummaryReportDrawer
-} from "./chunk-53ZB2JWT.mjs";
 import {
   AlertAccordion,
   DebtSection,
@@ -175,6 +175,9 @@ import {
   InputOTPSeparator,
   InputOTPSlot
 } from "./chunk-HK4HUQTV.mjs";
+import {
+  IncomeWorkDetails
+} from "./chunk-ZA37ZWZW.mjs";
 import {
   IncomeBarChart
 } from "./chunk-IRZWYTGV.mjs";
@@ -183,7 +186,7 @@ import {
 } from "./chunk-4LLTZ45R.mjs";
 import {
   FilePreviewDialog
-} from "./chunk-KENLXFJ7.mjs";
+} from "./chunk-ULQ53FRJ.mjs";
 import {
   Progress
 } from "./chunk-JPGL36WQ.mjs";
@@ -206,12 +209,16 @@ import {
   FinancialSubtotalBlock,
   FinancialSubtotalFrame
 } from "./chunk-DQB4EPIS.mjs";
+import {
+  OpportunityDetailsDrawer,
+  SummaryReportDrawer
+} from "./chunk-53ZB2JWT.mjs";
 import {
   DeleteContactComponent
 } from "./chunk-5DAQU3B6.mjs";
 import {
   DocumentChecklistTemplate
-} from "./chunk-57QES5LX.mjs";
+} from "./chunk-JHS2T6JZ.mjs";
 import {
   Drawer,
   DrawerClose,
@@ -224,25 +231,12 @@ import {
   DrawerTitle,
   DrawerTrigger
 } from "./chunk-EHQ35FYA.mjs";
-import {
-  Combobox,
-  ComboboxContent,
-  ComboboxEmpty,
-  ComboboxGroup,
-  ComboboxGroupLabel,
-  ComboboxInput,
-  ComboboxItem,
-  ComboboxList,
-  ComboboxSeparator,
-  ComboboxTrigger,
-  ComboboxValue
-} from "./chunk-OEOOYMC2.mjs";
 import {
   CreateContactModal
-} from "./chunk-SQ54W3JH.mjs";
+} from "./chunk-OKIWXOJL.mjs";
 import {
   CsvImportModal
-} from "./chunk-RGHKARAK.mjs";
+} from "./chunk-7PTRHNUV.mjs";
 import {
   InputGroup,
   InputGroupAddon,
@@ -259,9 +253,6 @@ import {
   DataTableToolbar,
   getSelectionColumn
 } from "./chunk-IG7JBQZO.mjs";
-import {
-  CashBalanceLineChart
-} from "./chunk-DCKT635J.mjs";
 import {
   CashflowBarChart
 } from "./chunk-D3HKFRQO.mjs";
@@ -285,11 +276,21 @@ import {
   Chip
 } from "./chunk-MPA2HV5U.mjs";
 import {
-  BorrowingCapacityLineChart
-} from "./chunk-UTCW5YUX.mjs";
+  Combobox,
+  ComboboxContent,
+  ComboboxEmpty,
+  ComboboxGroup,
+  ComboboxGroupLabel,
+  ComboboxInput,
+  ComboboxItem,
+  ComboboxList,
+  ComboboxSeparator,
+  ComboboxTrigger,
+  ComboboxValue
+} from "./chunk-OEOOYMC2.mjs";
 import {
-  BackofficeContactMatchingChart
-} from "./chunk-ZFKAYRFQ.mjs";
+  CashBalanceLineChart
+} from "./chunk-LHQACMZY.mjs";
 import {
   BackofficeSuccessStep,
   BrandingInfoStep,
@@ -325,7 +326,7 @@ import {
 } from "./chunk-7N6O3VPJ.mjs";
 import {
   BankStatementGenerateDialog
-} from "./chunk-EY5YPFKX.mjs";
+} from "./chunk-EVUY67CY.mjs";
 import {
   Field,
   FieldContent,
@@ -340,10 +341,10 @@ import {
 } from "./chunk-KPGARKFC.mjs";
 import {
   BankStatementPDFViewer
-} from "./chunk-IT3QJF3D.mjs";
+} from "./chunk-LBXIYS34.mjs";
 import {
-  AuthLogo
-} from "./chunk-Y2MTAVAK.mjs";
+  BorrowingCapacityLineChart
+} from "./chunk-UTCW5YUX.mjs";
 import {
   AuthPageLayout
 } from "./chunk-6OSULDEO.mjs";
@@ -362,6 +363,9 @@ import {
 import {
   BackofficeContactHistoryChart
 } from "./chunk-BAONSY54.mjs";
+import {
+  BackofficeContactMatchingChart
+} from "./chunk-ZFKAYRFQ.mjs";
 import {
   Skeleton
 } from "./chunk-GTAVSBDO.mjs";
@@ -374,12 +378,9 @@ import {
   EmptyMedia,
   EmptyTitle
 } from "./chunk-R2ON6CAN.mjs";
-import {
-  AppointmentCalendarView
-} from "./chunk-V23CBULF.mjs";
 import {
   AppointmentDetailSheet
-} from "./chunk-ABVCQWDY.mjs";
+} from "./chunk-KGVVK6OS.mjs";
 import {
   AppointmentGmailConnect
 } from "./chunk-7TMPOZDE.mjs";
@@ -388,7 +389,7 @@ import {
 } from "./chunk-4Z66LMIQ.mjs";
 import {
   AppointmentUpcomingCard
-} from "./chunk-WIDZVCH3.mjs";
+} from "./chunk-S7SBLNX4.mjs";
 import {
   Tooltip,
   TooltipContent,
@@ -396,28 +397,34 @@ import {
   TooltipTrigger
 } from "./chunk-3S6KVFF5.mjs";
 import {
-  ApplicantDocumentChecklist
-} from "./chunk-UTCQN6XU.mjs";
+  Card,
+  CardAction,
+  CardContent,
+  CardDescription,
+  CardFooter,
+  CardHeader,
+  CardTitle
+} from "./chunk-3VDET466.mjs";
+import {
+  AuthLogo
+} from "./chunk-Y2MTAVAK.mjs";
 import {
   ApplicationMobileLayout
 } from "./chunk-QQSOZQOC.mjs";
 import {
   AppointmentConfirmDialog,
   AppointmentRescheduleDialog
-} from "./chunk-ZSMQZ3VN.mjs";
+} from "./chunk-NGKTJRFN.mjs";
 import {
   AppointmentAvailabilitySettings
-} from "./chunk-QM7LU2BR.mjs";
+} from "./chunk-AAZSLTER.mjs";
 import {
-  Tabs,
-  TabsContent,
-  TabsList,
-  TabsTrigger,
-  tabsListVariants
-} from "./chunk-WE4YKBDE.mjs";
+  Switch,
+  SwitchCard
+} from "./chunk-PNSYFE3K.mjs";
 import {
   AppointmentBookDialog
-} from "./chunk-IG7DEIWU.mjs";
+} from "./chunk-KI57CBJR.mjs";
 import {
   RadioGroup,
   RadioGroupCard,
@@ -436,12 +443,22 @@ import {
   AppointmentSlotSection,
   AppointmentTimeSlotPicker
 } from "./chunk-CQ7HKBEX.mjs";
+import {
+  AppointmentCalendarView
+} from "./chunk-SZLAPJKD.mjs";
+import {
+  Tabs,
+  TabsContent,
+  TabsList,
+  TabsTrigger,
+  tabsListVariants
+} from "./chunk-WE4YKBDE.mjs";
 import {
   AddColumnModal
-} from "./chunk-QJ3RSZF4.mjs";
+} from "./chunk-VVURVETY.mjs";
 import {
   AddLeadModal
-} from "./chunk-NTIFG5A7.mjs";
+} from "./chunk-USIRKDYQ.mjs";
 import {
   Pagination,
   PaginationContent,
@@ -480,10 +497,22 @@ import {
   SelectTrigger,
   SelectValue
 } from "./chunk-K6VCC2MK.mjs";
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogOverlay,
+  DialogPortal,
+  DialogTitle,
+  DialogTrigger
+} from "./chunk-T5FRVEJQ.mjs";
 import {
   AdvisorCard,
   AdvisorInviteCard
-} from "./chunk-S6AYZJYO.mjs";
+} from "./chunk-CZ6IEOM5.mjs";
 import {
   DropdownMenu,
   DropdownMenuCheckboxItem,
@@ -501,6 +530,14 @@ import {
   DropdownMenuSubTrigger,
   DropdownMenuTrigger
 } from "./chunk-H5DTKPJ2.mjs";
+import {
+  Avatar,
+  AvatarBadge,
+  AvatarFallback,
+  AvatarGroup,
+  AvatarGroupCount,
+  AvatarImage
+} from "./chunk-H6NQTIF4.mjs";
 import {
   Separator
 } from "./chunk-2GIYVERS.mjs";
@@ -529,46 +566,6 @@ import {
   Spinner,
   spinnerVariants
 } from "./chunk-JVMXMFBB.mjs";
-import {
-  AgentCard,
-  AgentMenuModal,
-  IntegrationInstructionCard,
-  IntegrationServiceCard,
-  ServiceConfigurationModal
-} from "./chunk-INGYBZGU.mjs";
-import {
-  Card,
-  CardAction,
-  CardContent,
-  CardDescription,
-  CardFooter,
-  CardHeader,
-  CardTitle
-} from "./chunk-3VDET466.mjs";
-import {
-  Switch,
-  SwitchCard
-} from "./chunk-PNSYFE3K.mjs";
-import {
-  Dialog,
-  DialogClose,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogOverlay,
-  DialogPortal,
-  DialogTitle,
-  DialogTrigger
-} from "./chunk-OIETBBXQ.mjs";
-import {
-  Avatar,
-  AvatarBadge,
-  AvatarFallback,
-  AvatarGroup,
-  AvatarGroupCount,
-  AvatarImage
-} from "./chunk-H6NQTIF4.mjs";
 import {
   Badge,
   badgeVariants
@@ -592,6 +589,9 @@ import {
   AlertDescription,
   AlertTitle
 } from "./chunk-MDUKXXIL.mjs";
+import {
+  ApplicantDocumentChecklist
+} from "./chunk-UTCQN6XU.mjs";
 import {
   FONT_FAMILY_SANS,
   TYPOGRAPHY,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@wealthx/shadcn",
-  "version": "1.5.25",
+  "version": "1.5.27",
   "main": "./dist/index.js",
   "module": "./dist/index.mjs",
   "types": "./src/index.ts",
@@ -302,9 +302,9 @@
       "require": "./dist/components/ui/accordion.js"
     },
     "./ai-builder": {
-      "types": "./src/components/ui/ai-builder.tsx",
-      "import": "./dist/components/ui/ai-builder.mjs",
-      "require": "./dist/components/ui/ai-builder.js"
+      "types": "./src/components/ui/ai-builder/index.tsx",
+      "import": "./dist/components/ui/ai-builder/index.mjs",
+      "require": "./dist/components/ui/ai-builder/index.js"
     },
     "./empty": {
       "types": "./src/components/ui/empty.tsx",

package/src/components/index.tsx

@@ -20,6 +20,7 @@ export {
 } from "./ui/ai-builder";
 export type {
   AiBuilderAgentItem,
+  AiBuilderEmailCategories,
   AiBuilderServiceType,
   AiBuilderServiceData,
   AgentCardProps,

package/src/components/ui/ai-builder/agent-card.tsx

@@ -0,0 +1,181 @@
+import React from "react";
+import { MoreHorizontal } from "lucide-react";
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import { Card } from "@/components/ui/card";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Switch } from "@/components/ui/switch";
+import { cn } from "@/lib/utils";
+import type { AiBuilderAgentItem } from "./types";
+
+// ---------------------------------------------------------------------------
+// AgentCard
+// ---------------------------------------------------------------------------
+
+export type AgentCardProps = {
+  agent: AiBuilderAgentItem;
+  onToggle: (agentId: string, enabled: boolean) => void;
+  onMenuClick: (agentId: string) => void;
+  className?: string;
+};
+
+const AGENT_FEATURES = [
+  {
+    title: "Lead Capture",
+    description:
+      "Automatically collect and qualify leads from website visitors.",
+  },
+  {
+    title: "Initial Engagement",
+    description:
+      "Instantly respond to inquiries with personalised mortgage guidance.",
+  },
+  {
+    title: "Smart Follow-Up",
+    description:
+      "Re-engage cold leads with timely, context-aware follow-up messages.",
+  },
+  {
+    title: "Appointment Scheduling",
+    description:
+      "Book qualified leads directly into advisor calendars without manual coordination.",
+  },
+  {
+    title: "Performance Tracking",
+    description:
+      "Monitor agent activity, response rates, and conversion metrics.",
+  },
+];
+
+export function AgentCard({
+  agent,
+  onToggle,
+  onMenuClick,
+  className,
+}: AgentCardProps) {
+  const { id, title, description, tags, isEnabled, infoBadge, isComingSoon } =
+    agent;
+
+  return (
+    <Card
+      className={cn(
+        "flex flex-col gap-3 p-4 transition-opacity",
+        isComingSoon && "opacity-60",
+        className,
+      )}
+    >
+      <div className="flex items-start justify-between gap-2">
+        <div className="flex flex-1 items-center gap-2 min-w-0">
+          <span
+            className={cn(
+              "mt-0.5 size-2 shrink-0 rounded-full",
+              isEnabled && !isComingSoon
+                ? "bg-success"
+                : "bg-muted-foreground/40",
+            )}
+          />
+          <span className="truncate text-sm font-semibold leading-tight">
+            {title}
+          </span>
+          {isComingSoon && (
+            <Badge variant="outline" className="shrink-0 text-xs">
+              Coming Soon
+            </Badge>
+          )}
+        </div>
+        <div className="flex shrink-0 items-center gap-1">
+          <Switch
+            checked={isEnabled}
+            disabled={isComingSoon}
+            onCheckedChange={(checked) => onToggle(id, checked)}
+            aria-label={`Toggle ${title}`}
+          />
+          <Button
+            variant="ghost"
+            size="icon"
+            className="h-7 w-7"
+            onClick={() => onMenuClick(id)}
+            aria-label={`View details for ${title}`}
+          >
+            <MoreHorizontal className="h-4 w-4" />
+          </Button>
+        </div>
+      </div>
+
+      <p className="text-muted-foreground text-xs leading-relaxed flex-1">
+        {description}
+      </p>
+
+      <div className="flex flex-col gap-2">
+        {infoBadge && (
+          <p className="bg-info/10 text-info px-2 py-1 text-xs">{infoBadge}</p>
+        )}
+        {tags.length > 0 && (
+          <div className="flex flex-wrap gap-1">
+            {tags.map((tag) => (
+              <Badge key={tag} variant="secondary" className="text-xs">
+                {tag}
+              </Badge>
+            ))}
+          </div>
+        )}
+      </div>
+    </Card>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// AgentMenuModal
+// ---------------------------------------------------------------------------
+
+export type AgentMenuModalProps = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  agentTitle: string;
+  description?: string;
+  features?: Array<{ title: string; description: string }>;
+};
+
+export function AgentMenuModal({
+  open,
+  onOpenChange,
+  agentTitle,
+  description = "AI-powered lead management that works around the clock to grow your mortgage business.",
+  features = AGENT_FEATURES,
+}: AgentMenuModalProps) {
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-lg">
+        <DialogHeader>
+          <DialogTitle>{agentTitle}</DialogTitle>
+          <DialogDescription>{description}</DialogDescription>
+        </DialogHeader>
+
+        <div className="flex flex-col gap-3 py-2">
+          {features.map((feature, index) => (
+            <div key={feature.title} className="flex gap-3">
+              <Badge
+                variant="default"
+                className="h-6 w-6 shrink-0 p-0 text-xs font-bold"
+              >
+                {index + 1}
+              </Badge>
+              <div className="flex flex-col gap-0.5">
+                <p className="text-sm font-semibold">{feature.title}</p>
+                <p className="text-muted-foreground text-xs leading-relaxed">
+                  {feature.description}
+                </p>
+              </div>
+            </div>
+          ))}
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+}

package/src/components/ui/ai-builder/index.tsx

@@ -0,0 +1,21 @@
+export type {
+  AiBuilderAgentItem,
+  AiBuilderEmailCategories,
+  AiBuilderServiceData,
+  AiBuilderServiceType,
+} from "./types";
+
+export { AgentCard, AgentMenuModal } from "./agent-card";
+export type { AgentCardProps, AgentMenuModalProps } from "./agent-card";
+
+export {
+  IntegrationInstructionCard,
+  IntegrationServiceCard,
+} from "./integration-card";
+export type {
+  IntegrationInstructionCardProps,
+  IntegrationServiceCardProps,
+} from "./integration-card";
+
+export { ServiceConfigurationModal } from "./service-config-modal";
+export type { ServiceConfigurationModalProps } from "./service-config-modal";