@yrpri/api 9.0.99 → 9.0.101

package/agents/models/testData/setupEvolyAgentProductConfig.js

@@ -5,7 +5,7 @@ async function setupAgentProductsConfiguration() {
     const CompetitorAgentFreeTrialPlan = await YpSubscriptionPlan.findByPk(1);
     if (CompetitorAgentFreeTrialPlan) {
         await CompetitorAgentFreeTrialPlan.update({
-            name: "Competitor Agent Free Trial",
+            name: "Competitor Agent",
             description: "Competitive reports give detailed insights into competitors' strategies, product changes, and market moves - all synthesized into actionable market intelligence for your business.",
         });
     }
@@ -33,27 +33,27 @@ async function setupAgentProductsConfiguration() {
     const CompetitorAgentFreeTrial = await YpAgentProduct.findByPk(1);
     if (CompetitorAgentFreeTrial) {
         const configuration = {
+            ...CompetitorAgentFreeTrial.configuration,
             avatar: {
-                systemPrompt: `You are the Competitor Agent. You are an expert in analyzing competitor strategies and market positions. You are given a business description and you need to analyze the Competitor and market positions. You need to provide a report on the state of the market based on the Competitor analysis.
+                systemPrompt: `You are the Competitor Agent. You are an expert in analyzing competitor strategies and market positions. You will perform the following steps:
 
-      There are five stages:
-      1. Wide Search: You need to search for competitor strategies and market positions.
-      2. People Review: You need to prioritize the wide search results.
-      3. Detailed Search: You need to search for competitor strategies and market positions in more detail.
-      4. Detailed Search People Review: You need to prioritize the detailed search results.
-      5. State of the Market Report: You need to provide a report on the state of the market based on the Competitor analysis.
+          1. Wide search for competitors: A wide search for competitors based on the provided business description.
 
-      The output of the agent is a state of the market report in PDF and DOCX formats.
-      The full version of the agent includes 2 runs per month and up to 10 key competitors to analyze for detailed search.
+          2. Vet and vote top 10 competitors: The user's team reviews and votes on competitors from the wide search results.
 
-      The free version of the agent includes 1 run per month and up to 3 key competitors to analyze for detailed search.
+          3. Detailed search on key competitors: Perform detailed searches on the selected key competitors, gathering multi-dimensional data.
 
-      Please help the user understand all this but also all about Competitor analysis in general that is your speciality.
-          `,
+          4. Add team insights about key competitors: Allow the user's team to add their insights and comments on key competitors.
+
+          5. Competitor analysis report: Generate a comprehensive report consolidating all data and insights, including actionable recommendations.
+
+          The output is a state-of-the-market competitor analysis report in DOCX formats.
+
+          Please guide the user through this process clearly and educate them about competitor analysis, your specialty.`,
                 imageUrl: "https://assets.evoly.ai/dl/754a1e727d768b1107826c1deb67b6ac--retina-1.png",
                 voiceName: "shimmer",
             },
-            displayName: "Competitor Agent <span class='textMuted'>Monthly Plan</span>",
+            displayName: "Competitor Agent",
             displayDescription: "Plan includes <span class='textBold'>1 run per month</span> and details for <span class='text-bold'>3 key competitors</span>.",
         };
         await CompetitorAgentFreeTrial.update({
@@ -64,34 +64,30 @@ async function setupAgentProductsConfiguration() {
     }
     const CompetitorAgent = await YpAgentProduct.findByPk(2);
     if (CompetitorAgent) {
-        if (!CompetitorAgent.configuration?.avatar) {
-            CompetitorAgent.configuration.avatar = {
-                systemPrompt: `You are the Competitor Agent. You are an expert in analyzing competitor strategies and market positions. At the same time you are carefree and casual in your tone.
+        CompetitorAgent.configuration.avatar = {
+            ...CompetitorAgent.configuration,
+            systemPrompt: `You are the Competitor Agent. You are an expert in analyzing competitor strategies and market positions. You will perform the following steps:
 
-        You are given a business description and you need to analyze the Competitor and market positions. You need to provide a report on the state of the market based on the Competitor analysis.
+        1. Wide search for competitors: A wide search for competitors based on the provided business description.
 
-        Competitive reports give detailed insights into competitors' strategies, product changes, and market moves - all synthesized into actionable market intelligence for your business.
+        2. Vet and vote top 10 competitors: The user's team reviews and votes on competitors from the wide search results.
 
-        There are five stages:
-        1. Wide Search: You need to search for competitor strategies and market positions.
-        2. People Review: You need to prioritize the wide search results.
-        3. Detailed Search: You need to search for competitor strategies and market positions in more detail.
-        4. Detailed Search People Review: You need to prioritize the detailed search results.
-        5. State of the Market Report: You need to provide a report on the state of the market based on the Competitor analysis.
+        3. Detailed search on key competitors: Perform detailed searches on the selected key competitors, gathering multi-dimensional data.
 
-        The output of the agent is a state of the market report in PDF and DOCX formats.
-        The full version of the agent includes 2 runs per month and up to 10 key competitors to analyze for detailed search.
+        4. Add team insights about key competitors: Allow the user's team to add their insights and comments on key competitors.
 
-        The free version of the agent includes 1 run per month and up to 3 key competitors to analyze for detailed search.
+        5. Competitor analysis report: Generate a comprehensive report consolidating all data and insights, including actionable recommendations.
 
-        Please help the user understand all this but also all about Competitor analysis in general that is your speciality.
-        `,
-                imageUrl: "https://assets.evoly.ai/dl/754a1e727d768b1107826c1deb67b6ac--retina-1.png",
-                voiceName: "shimmer",
-            };
-        }
-        CompetitorAgent.configuration.displayName = "Competitor Agent <span class='textMuted'>Monthly Plan</span>";
-        CompetitorAgent.configuration.displayDescription = "Plan includes <span class='textBold'>2 runs per month</span> and details for <span class='text-bold'>12 key competitors</span>.";
+        The output is a state-of-the-market competitor analysis report in DOCX formats.
+
+        Please guide the user through this process clearly and educate them about competitor analysis, your specialty.
+      `,
+            imageUrl: "https://assets.evoly.ai/dl/754a1e727d768b1107826c1deb67b6ac--retina-1.png",
+            voiceName: "shimmer",
+        };
+        CompetitorAgent.configuration.displayName = "Competitor Agent";
+        CompetitorAgent.configuration.displayDescription =
+            "Plan includes <span class='textBold'>2 runs per month</span> and details for <span class='text-bold'>12 key competitors</span>.";
         CompetitorAgent.changed("configuration", true);
         await CompetitorAgent.save();
         await CompetitorAgent.update({
@@ -102,6 +98,7 @@ async function setupAgentProductsConfiguration() {
     const leadGenerationAgent = await YpAgentProduct.findByPk(3);
     if (leadGenerationAgent) {
         await leadGenerationAgent.update({
+            ...leadGenerationAgent.configuration,
             description: "Define your ideal customer, and receive curated lead lists you can sync to your CRM - turning potential prospects into qualified opportunities.",
             configuration: {
                 avatar: {
@@ -123,7 +120,7 @@ async function setupAgentProductsConfiguration() {
                     imageUrl: "https://assets.evoly.ai/dl/f86bf2c221801b4c56d71b098c36ef54--retina-1.png",
                     voiceName: "ash",
                 },
-                displayName: "Lead Generation Agent <span class='textMuted'>Monthly Plan</span>",
+                displayName: "Lead Generation Agent",
                 displayDescription: "Plan includes <span class='textBold'>4 runs per month</span> and details for <span class='text-bold'>100 leads</span>.",
             },
         });
@@ -131,6 +128,7 @@ async function setupAgentProductsConfiguration() {
     const productInnovationAgent = await YpAgentProduct.findByPk(4);
     if (productInnovationAgent) {
         await productInnovationAgent.update({
+            ...productInnovationAgent.configuration,
             name: "Product Innovation Agent",
             description: "Fresh product ideas come with market context, user needs analysis, and implementation considerations - turning market gaps into new innovations.",
             configuration: {
@@ -152,7 +150,7 @@ async function setupAgentProductsConfiguration() {
                     imageUrl: "https://assets.evoly.ai/dl/1d91f5bfb69446f57c678a4a3e873d35--retina-1.png",
                     voiceName: "coral",
                 },
-                displayName: "Product Innovation Agent <span class='textMuted'>Monthly Plan</span>",
+                displayName: "Product Innovation Agent",
                 displayDescription: "Plan includes <span class='textBold'>4 runs per month</span> and details for <span class='text-bold'>100 innovative ideas</span>.",
             },
         });
@@ -160,6 +158,7 @@ async function setupAgentProductsConfiguration() {
     const marketingOpsAgent = await YpAgentProduct.findByPk(5);
     if (marketingOpsAgent) {
         await marketingOpsAgent.update({
+            ...marketingOpsAgent.configuration,
             description: "Choose from AI-generated blog posts, refine them to your taste, and watch as they automatically spread across your social channels - keeping your brand consistently visible and engaging.",
             configuration: {
                 avatar: {
@@ -196,7 +195,7 @@ async function setupAgentProductsConfiguration() {
                     imageUrl: "https://assets.evoly.ai/dl/6f8757bfb637206ddae009597aa4ab6d--retina-1.png",
                     voiceName: "alloy",
                 },
-                displayName: "Marketing Ops Agent <span class='textMuted'>Monthly Plan</span>",
+                displayName: "Marketing Ops Agent",
                 displayDescription: "Plan includes <span class='textBold'>8 runs per month</span> and details for <span class='text-bold'>100 pieces of content</span>.",
             },
         });
@@ -204,8 +203,10 @@ async function setupAgentProductsConfiguration() {
     const fundingAgent = await YpAgentProduct.findByPk(6);
     if (fundingAgent) {
         await fundingAgent.update({
+            ...fundingAgent.configuration,
             description: "Potential investors are identified with details about their portfolio, investment focus, and recent activities - turning raw investor data into actionable opportunities.",
             configuration: {
+                ...fundingAgent.configuration,
                 avatar: {
                     systemPrompt: `You are the Funding Agent. You are an expert in identifying and analyzing funding opportunities and investment strategies. You are given a business description and you need to identify and analyze funding opportunities and investment strategies. You need to provide a report on the funding opportunities and investment strategies.
 
@@ -223,7 +224,7 @@ async function setupAgentProductsConfiguration() {
                     imageUrl: "https://assets.evoly.ai/dl/f80b64c1ab385e6f3ec0d3f552f38801--retina-1.png",
                     voiceName: "ballad",
                 },
-                displayName: "Funding Agent <span class='textMuted'>Monthly Plan</span>",
+                displayName: "Funding Agent",
                 displayDescription: "Plan includes <span class='textBold'>2 runs per month</span> and details for <span class='text-bold'>20 funding opportunities</span>.",
             },
         });

package/agents/models/workflow.js

@@ -0,0 +1,53 @@
+import { Model, DataTypes } from "sequelize";
+import { sequelize } from "@policysynth/agents/dbModels/sequelize.js";
+export class YpWorkflowConversation extends Model {
+    static initModel(sequelizeInstance = sequelize) {
+        YpWorkflowConversation.init({
+            id: {
+                type: DataTypes.INTEGER,
+                primaryKey: true,
+                autoIncrement: true,
+            },
+            agentProductId: {
+                type: DataTypes.INTEGER,
+                allowNull: true,
+                field: "agent_product_id",
+            },
+            userId: {
+                type: DataTypes.INTEGER,
+                allowNull: false,
+                field: "user_id",
+            },
+            configuration: {
+                type: DataTypes.JSONB,
+                allowNull: false,
+                defaultValue: {},
+            },
+            created_at: {
+                type: DataTypes.DATE,
+                allowNull: false,
+                defaultValue: DataTypes.NOW,
+            },
+            updated_at: {
+                type: DataTypes.DATE,
+                allowNull: false,
+                defaultValue: DataTypes.NOW,
+            },
+        }, {
+            sequelize: sequelizeInstance,
+            tableName: "workflows",
+            timestamps: false,
+        });
+        return YpWorkflowConversation;
+    }
+    static associate(models) {
+        YpWorkflowConversation.belongsTo(models.YpAgentProduct, {
+            foreignKey: "agentProductId",
+            as: "agentProduct",
+        });
+        YpWorkflowConversation.hasMany(models.YpAgentProductRun, {
+            foreignKey: "workflowId",
+            as: "agentProductRuns",
+        });
+    }
+}

package/agents/models/workflowConversation.js

@@ -0,0 +1,53 @@
+import { Model, DataTypes } from "sequelize";
+import { sequelize } from "@policysynth/agents/dbModels/sequelize.js";
+export class YpWorkflowConversation extends Model {
+    static initModel(sequelizeInstance = sequelize) {
+        YpWorkflowConversation.init({
+            id: {
+                type: DataTypes.INTEGER,
+                primaryKey: true,
+                autoIncrement: true,
+            },
+            agentProductId: {
+                type: DataTypes.INTEGER,
+                allowNull: true,
+                field: "agent_product_id",
+            },
+            userId: {
+                type: DataTypes.INTEGER,
+                allowNull: false,
+                field: "user_id",
+            },
+            configuration: {
+                type: DataTypes.JSONB,
+                allowNull: false,
+                defaultValue: {},
+            },
+            created_at: {
+                type: DataTypes.DATE,
+                allowNull: false,
+                defaultValue: DataTypes.NOW,
+            },
+            updated_at: {
+                type: DataTypes.DATE,
+                allowNull: false,
+                defaultValue: DataTypes.NOW,
+            },
+        }, {
+            sequelize: sequelizeInstance,
+            tableName: "workflow_conversations",
+            timestamps: true,
+        });
+        return YpWorkflowConversation;
+    }
+    static associate(models) {
+        YpWorkflowConversation.belongsTo(models.YpAgentProduct, {
+            foreignKey: "agentProductId",
+            as: "agentProduct",
+        });
+        YpWorkflowConversation.hasMany(models.YpAgentProductRun, {
+            foreignKey: "workflowId",
+            as: "agentProductRuns",
+        });
+    }
+}

package/agents/models/workflowConverstation.js

@@ -0,0 +1,53 @@
+import { Model, DataTypes } from "sequelize";
+import { sequelize } from "@policysynth/agents/dbModels/sequelize.js";
+export class YpWorkflowConversation extends Model {
+    static initModel(sequelizeInstance = sequelize) {
+        YpWorkflowConversation.init({
+            id: {
+                type: DataTypes.INTEGER,
+                primaryKey: true,
+                autoIncrement: true,
+            },
+            agentProductId: {
+                type: DataTypes.INTEGER,
+                allowNull: true,
+                field: "agent_product_id",
+            },
+            userId: {
+                type: DataTypes.INTEGER,
+                allowNull: false,
+                field: "user_id",
+            },
+            configuration: {
+                type: DataTypes.JSONB,
+                allowNull: false,
+                defaultValue: {},
+            },
+            created_at: {
+                type: DataTypes.DATE,
+                allowNull: false,
+                defaultValue: DataTypes.NOW,
+            },
+            updated_at: {
+                type: DataTypes.DATE,
+                allowNull: false,
+                defaultValue: DataTypes.NOW,
+            },
+        }, {
+            sequelize: sequelizeInstance,
+            tableName: "workflow_conversations",
+            timestamps: false,
+        });
+        return YpWorkflowConversation;
+    }
+    static associate(models) {
+        YpWorkflowConversation.belongsTo(models.YpAgentProduct, {
+            foreignKey: "agentProductId",
+            as: "agentProduct",
+        });
+        YpWorkflowConversation.hasMany(models.YpAgentProductRun, {
+            foreignKey: "workflowId",
+            as: "agentProductRuns",
+        });
+    }
+}

package/controllers/users.cjs

@@ -1291,6 +1291,7 @@ router.get('/loggedInUser/isloggedin', function (req, res) {
                     user.dataValues.loginProvider = req.user.loginProvider;
                 if (req.user.isSamlEmployee)
                     user.dataValues.isSamlEmployee = req.user.isSamlEmployee;
+                delete user.dataValues.private_profile_data;
                 setSAMLSettingsOnUser(req, user, (error) => {
                     if (error) {
                         log.error("User IsLoggedIn Error 2", { context: 'isloggedin', user: req.user.id, err: error, errorStatus: 500 });

package/migrations/zzzzzzz_create_trees.cjs

@@ -0,0 +1,81 @@
+"use strict";
+module.exports = {
+    up: async (queryInterface, Sequelize) => {
+        await queryInterface.createTable("workflow_conversations", {
+            id: {
+                type: Sequelize.INTEGER,
+                autoIncrement: true,
+                primaryKey: true,
+                allowNull: false,
+            },
+            agent_product_id: {
+                type: Sequelize.INTEGER,
+                allowNull: true,
+                references: {
+                    model: "agent_products",
+                    key: "id",
+                },
+                onDelete: "SET NULL",
+            },
+            user_id: {
+                type: Sequelize.INTEGER,
+                allowNull: false,
+                references: {
+                    model: "users",
+                    key: "id",
+                }
+            },
+            configuration: {
+                type: Sequelize.JSONB,
+                allowNull: false,
+                defaultValue: {},
+            },
+            created_at: {
+                type: Sequelize.DATE,
+                allowNull: false,
+                defaultValue: Sequelize.literal("NOW()"),
+            },
+            updated_at: {
+                type: Sequelize.DATE,
+                allowNull: false,
+                defaultValue: Sequelize.literal("NOW()"),
+            },
+        });
+        // Optionally, add indexes for performance:
+        await queryInterface.addIndex("workflow_conversations", ["agent_product_id"]);
+        await queryInterface.addIndex("workflow_conversations", ["user_id"]);
+        await queryInterface.addColumn("agent_products", "parent_agent_product_id", {
+            type: Sequelize.INTEGER,
+            allowNull: true,
+            references: {
+                model: "agent_products",
+                key: "id",
+            },
+            onDelete: "SET NULL",
+        });
+        await queryInterface.addIndex("agent_products", ["parent_agent_product_id"]);
+        await queryInterface.addColumn("agent_product_runs", "workflowId", {
+            type: Sequelize.INTEGER,
+            allowNull: true,
+            references: {
+                model: "workflow_conversations",
+                key: "id",
+            },
+            onDelete: "SET NULL",
+        });
+        await queryInterface.addIndex("agent_product_runs", ["workflowId"]);
+        await queryInterface.addColumn("agent_product_runs", "parent_agent_product_run_id", {
+            type: Sequelize.INTEGER,
+            allowNull: true,
+            references: {
+                model: "agent_product_runs",
+                key: "id",
+            },
+            onDelete: "SET NULL",
+        });
+        await queryInterface.addIndex("agent_product_runs", ["parent_agent_product_run_id"]);
+    },
+    down: async (queryInterface, Sequelize) => {
+        await queryInterface.dropTable("workflow_conversations");
+    },
+};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@yrpri/api",
-  "version": "9.0.99",
+  "version": "9.0.101",
   "license": "MIT",
   "author": "Robert Bjarnason & Citizens Foundation",
   "repository": {