sf-intelligence 0.1.25 → 0.2.0

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Files changed (30) hide show
  1. package/README.md +6 -6
  2. package/demo-source/main/default/authproviders/Verdant_SSO_Provider.authprovider-meta.xml +11 -0
  3. package/demo-source/main/default/bots/Verdant_Support_Agent/Verdant_Support_Agent.bot-meta.xml +23 -0
  4. package/demo-source/main/default/bots/Verdant_Support_Agent/v1.botVersion-meta.xml +20 -0
  5. package/demo-source/main/default/certs/Verdant_Community.crt +3 -0
  6. package/demo-source/main/default/certs/Verdant_Community.crt-meta.xml +9 -0
  7. package/demo-source/main/default/connectedApps/Verdant_Marketing_Suite.connectedApp-meta.xml +12 -0
  8. package/demo-source/main/default/experiences/VerdantPortal1/views/home.json +4 -0
  9. package/demo-source/main/default/experiences/VerdantPortal1.site-meta.xml +6 -0
  10. package/demo-source/main/default/genAiPlannerBundles/Verdant_Support_Agent_v1/Verdant_Support_Agent_v1.genAiPlannerBundle-meta.xml +11 -0
  11. package/demo-source/main/default/globalValueSets/Solar_Equipment_Types.globalValueSet-meta.xml +23 -0
  12. package/demo-source/main/default/mutingpermissionsets/Sales_Muting.mutingpermissionset-meta.xml +21 -0
  13. package/demo-source/main/default/namedCredentials/Verdant_Permitting_API.namedCredential-meta.xml +11 -0
  14. package/demo-source/main/default/networkAccesses/Office_VPN.networkAccess-meta.xml +5 -0
  15. package/demo-source/main/default/networks/VerdantPortal.network-meta.xml +16 -0
  16. package/demo-source/main/default/platformEventChannelMembers/Verdant_Event_Member__chn.platformEventChannelMember-meta.xml +5 -0
  17. package/demo-source/main/default/platformEventChannels/Verdant_Event_Channel__chn.platformEventChannel-meta.xml +5 -0
  18. package/demo-source/main/default/samlssoconfigs/Verdant_Energy_SSO.samlssoconfig-meta.xml +8 -0
  19. package/demo-source/main/default/sites/VerdantPortal.site-meta.xml +9 -0
  20. package/demo-source/main/default/skills/Solar_Installation.skill-meta.xml +6 -0
  21. package/demo-source/main/default/standardValueSets/Status__c.standardValueSet-meta.xml +28 -0
  22. package/demo-source/main/default/timeSheetTemplates/Field_Crew_Weekly.timeSheetTemplate-meta.xml +10 -0
  23. package/demo-source/main/default/transactionSecurityPolicies/Block_Suspicious_Login.transactionSecurityPolicy-meta.xml +19 -0
  24. package/demo-source/main/default/wave/Ops_Overview.wdash-meta.xml +8 -0
  25. package/demo-source/main/default/wave/Project_Pipeline.xmd-meta.xml +21 -0
  26. package/dist/apex-ast-worker.js +402 -0
  27. package/dist/index.js +62162 -112947
  28. package/package.json +6 -5
  29. package/server.json +2 -2
  30. package/dist/data/embedding-index.json +0 -67943
package/README.md CHANGED
@@ -75,14 +75,14 @@ guessing.
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  ## Documentation
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  Full guides, capabilities, the tool catalog, and configuration:
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- **https://salesforce-intelligence.pages.dev**
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+ **https://sfi.auditforce.cloud**
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- - [Getting started](https://salesforce-intelligence.pages.dev/getting-started.html)
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- - [Capabilities](https://salesforce-intelligence.pages.dev/capabilities.html) · [All tools](https://salesforce-intelligence.pages.dev/tools.html)
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- - [Configuration](https://salesforce-intelligence.pages.dev/configuration.html) · [FAQ](https://salesforce-intelligence.pages.dev/faq.html)
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- - [Quality & trust](https://salesforce-intelligence.pages.dev/trust.html)
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+ - [Getting started](https://sfi.auditforce.cloud/getting-started.html)
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+ - [Capabilities](https://sfi.auditforce.cloud/capabilities.html) · [All tools](https://sfi.auditforce.cloud/tools.html)
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+ - [Configuration](https://sfi.auditforce.cloud/configuration.html) · [FAQ](https://sfi.auditforce.cloud/faq.html)
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+ - [Quality & trust](https://sfi.auditforce.cloud/trust.html)
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  ## License
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  MIT + Commons Clause — see the `LICENSE` file shipped in this package, or
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- <https://salesforce-intelligence.pages.dev/licensing.html>.
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+ <https://sfi.auditforce.cloud/licensing.html>.
package/demo-source/main/default/authproviders/Verdant_SSO_Provider.authprovider-meta.xml ADDED
@@ -0,0 +1,11 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <AuthProvider xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <friendlyName>Verdant Corporate SSO</friendlyName>
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+ <providerType>OpenIdConnect</providerType>
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+ <executionUser>integration@verdantenergy.example</executionUser>
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+ <defaultScopes>profile email openid</defaultScopes>
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+ <registrationHandler>VerdantSsoRegHandler</registrationHandler>
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+ <sendAccessTokenInHeader>true</sendAccessTokenInHeader>
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+ <sendClientCredentialsInHeader>false</sendClientCredentialsInHeader>
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+ <includeOrgIdInIdentifier>false</includeOrgIdInIdentifier>
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+ </AuthProvider>
package/demo-source/main/default/bots/Verdant_Support_Agent/Verdant_Support_Agent.bot-meta.xml ADDED
@@ -0,0 +1,23 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <Bot xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <agentTemplate>AiCopilot__AgentforceAgent</agentTemplate>
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+ <agentType>EinsteinServiceAgent</agentType>
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+ <botMlDomain>
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+ <label>Verdant Support Agent</label>
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+ <name>Verdant_Support_Agent</name>
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+ </botMlDomain>
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+ <botSource>None</botSource>
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+ <botUser>agentuser@verdantenergy.example</botUser>
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+ <contextVariables>
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+ <dataType>Text</dataType>
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+ <developerName>ChannelType</developerName>
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+ <includeInPrompt>true</includeInPrompt>
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+ <label>Channel Type</label>
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+ </contextVariables>
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+ <description>Answers customer questions about solar projects and installations.</description>
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+ <label>Verdant Support Agent</label>
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+ <logPrivateConversationData>false</logPrivateConversationData>
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+ <richContentEnabled>true</richContentEnabled>
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+ <sessionTimeout>0</sessionTimeout>
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+ <type>ExternalCopilot</type>
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+ </Bot>
package/demo-source/main/default/bots/Verdant_Support_Agent/v1.botVersion-meta.xml ADDED
@@ -0,0 +1,20 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <BotVersion xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <fullName>v1</fullName>
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+ <articleAnswersGPTEnabled>false</articleAnswersGPTEnabled>
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+ <botDialogs>
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+ <developerName>Welcome</developerName>
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+ <label>Welcome</label>
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+ </botDialogs>
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+ <botDialogs>
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+ <developerName>Project_Status</developerName>
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+ <label>Project Status</label>
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+ </botDialogs>
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+ <citationsEnabled>false</citationsEnabled>
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+ <conversationDefinitionPlanners>
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+ <genAiPlannerName>Verdant_Support_Agent_v1</genAiPlannerName>
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+ </conversationDefinitionPlanners>
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+ <entryDialog>Welcome</entryDialog>
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+ <knowledgeFallbackEnabled>false</knowledgeFallbackEnabled>
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+ <toneType>Professional</toneType>
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+ </BotVersion>
package/demo-source/main/default/certs/Verdant_Community.crt ADDED
@@ -0,0 +1,3 @@
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+ -----BEGIN CERTIFICATE-----
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+ MIISYNTHETICFIXTUREPLACEHOLDERverdantenergy0000000000000000000000
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+ -----END CERTIFICATE-----
package/demo-source/main/default/certs/Verdant_Community.crt-meta.xml ADDED
@@ -0,0 +1,9 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <Certificate xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <caSigned>true</caSigned>
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+ <encryptedWithPlatformEncryption>false</encryptedWithPlatformEncryption>
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+ <expirationDate>2027-06-01T00:00:00.000Z</expirationDate>
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+ <keySize>2048</keySize>
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+ <masterLabel>Verdant Community</masterLabel>
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+ <privateKeyExportable>false</privateKeyExportable>
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+ </Certificate>
package/demo-source/main/default/connectedApps/Verdant_Marketing_Suite.connectedApp-meta.xml ADDED
@@ -0,0 +1,12 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <ConnectedApp xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <label>Verdant Marketing Suite</label>
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+ <contactEmail>admin@verdantenergy.example</contactEmail>
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+ <description>Marketing automation integration for lead nurture campaigns</description>
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+ <oauthConfig>
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+ <consumerKey>3MVG9synthetic000clientkey</consumerKey>
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+ <callbackUrl>https://marketing.verdantenergy.example/oauth/callback</callbackUrl>
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+ <scopes>Api</scopes>
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+ <scopes>RefreshToken</scopes>
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+ </oauthConfig>
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+ </ConnectedApp>
package/demo-source/main/default/experiences/VerdantPortal1/views/home.json ADDED
@@ -0,0 +1,4 @@
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+ {
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+ "type": "home",
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+ "title": "Home"
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+ }
package/demo-source/main/default/experiences/VerdantPortal1.site-meta.xml ADDED
@@ -0,0 +1,6 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <ExperienceBundle xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <label>Verdant Customer Portal</label>
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+ <type>ChatterNetworkPicasso</type>
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+ <urlPathPrefix>portal/s</urlPathPrefix>
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+ </ExperienceBundle>
package/demo-source/main/default/genAiPlannerBundles/Verdant_Support_Agent_v1/Verdant_Support_Agent_v1.genAiPlannerBundle-meta.xml ADDED
@@ -0,0 +1,11 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <GenAiPlannerBundle xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <masterLabel>Verdant Support Agent</masterLabel>
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+ <description>Helps customers check solar project status and installation schedules</description>
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+ <plannerType>AiCopilot__ReAct</plannerType>
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+ <capabilities>Reasoning</capabilities>
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+ <capabilities>Grounding</capabilities>
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+ <genAiPlugins>
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+ <genAiPluginName>Project_Inquiry</genAiPluginName>
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+ </genAiPlugins>
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+ </GenAiPlannerBundle>
package/demo-source/main/default/globalValueSets/Solar_Equipment_Types.globalValueSet-meta.xml ADDED
@@ -0,0 +1,23 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <GlobalValueSet xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <masterLabel>Solar Equipment Types</masterLabel>
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+ <description>Equipment categories used across solar and battery picklists.</description>
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+ <customValue>
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+ <fullName>Panel</fullName>
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+ <default>false</default>
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+ <label>Solar Panel</label>
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+ <isActive>true</isActive>
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+ </customValue>
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+ <customValue>
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+ <fullName>Battery</fullName>
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+ <default>false</default>
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+ <label>Battery Storage</label>
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+ <isActive>true</isActive>
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+ </customValue>
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+ <customValue>
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+ <fullName>Inverter</fullName>
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+ <default>true</default>
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+ <label>Inverter</label>
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+ <isActive>true</isActive>
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+ </customValue>
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+ </GlobalValueSet>
package/demo-source/main/default/mutingpermissionsets/Sales_Muting.mutingpermissionset-meta.xml ADDED
@@ -0,0 +1,21 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <MutingPermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <description>Deny dangerous permissions for the field Sales team</description>
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+ <objectPermissions>
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+ <allowCreate>false</allowCreate>
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+ <allowDelete>true</allowDelete>
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+ <allowEdit>true</allowEdit>
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+ <allowRead>false</allowRead>
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+ <modifyAllRecords>true</modifyAllRecords>
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+ <object>Project__c</object>
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+ <viewAllRecords>false</viewAllRecords>
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+ </objectPermissions>
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+ <userPermissions>
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+ <enabled>true</enabled>
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+ <name>ModifyAllData</name>
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+ </userPermissions>
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+ <customPermissions>
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+ <enabled>true</enabled>
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+ <name>SkipValidation</name>
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+ </customPermissions>
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+ </MutingPermissionSet>
package/demo-source/main/default/namedCredentials/Verdant_Permitting_API.namedCredential-meta.xml ADDED
@@ -0,0 +1,11 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <label>Verdant Permitting API</label>
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+ <endpoint>https://api.permitting.verdantenergy.example/v2</endpoint>
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+ <principalType>NamedUser</principalType>
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+ <protocol>Password</protocol>
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+ <username>integration_user</username>
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+ <generateAuthorizationHeader>true</generateAuthorizationHeader>
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+ <allowMergeFieldsInBody>true</allowMergeFieldsInBody>
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+ <allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
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+ </NamedCredential>
package/demo-source/main/default/networkAccesses/Office_VPN.networkAccess-meta.xml ADDED
@@ -0,0 +1,5 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <NetworkAccess xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <startAddress>198.51.100.10</startAddress>
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+ <endAddress>198.51.100.20</endAddress>
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+ </NetworkAccess>
package/demo-source/main/default/networks/VerdantPortal.network-meta.xml ADDED
@@ -0,0 +1,16 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <Network xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <allowInternalUserLogin>false</allowInternalUserLogin>
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+ <enableGuestChatter>false</enableGuestChatter>
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+ <enableGuestFileAccess>true</enableGuestFileAccess>
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+ <enableGuestMemberVisibility>false</enableGuestMemberVisibility>
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+ <networkMemberGroups>
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+ <permissionSet>Customer_Portal_Access</permissionSet>
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+ <profile>Customer Community User</profile>
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+ </networkMemberGroups>
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+ <picassoSite>VerdantPortal1</picassoSite>
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+ <selfRegistration>false</selfRegistration>
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+ <site>VerdantPortal</site>
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+ <status>Live</status>
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+ <urlPathPrefix>portal</urlPathPrefix>
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+ </Network>
package/demo-source/main/default/platformEventChannelMembers/Verdant_Event_Member__chn.platformEventChannelMember-meta.xml ADDED
@@ -0,0 +1,5 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <PlatformEventChannelMember xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <eventChannel>Verdant_Event_Channel__chn</eventChannel>
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+ <selectedEntity>Project_Status_Changed__e</selectedEntity>
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+ </PlatformEventChannelMember>
package/demo-source/main/default/platformEventChannels/Verdant_Event_Channel__chn.platformEventChannel-meta.xml ADDED
@@ -0,0 +1,5 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <PlatformEventChannel xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <channelType>event</channelType>
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+ <label>Verdant Event Channel</label>
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+ </PlatformEventChannel>
package/demo-source/main/default/samlssoconfigs/Verdant_Energy_SSO.samlssoconfig-meta.xml ADDED
@@ -0,0 +1,8 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <SamlSsoConfig xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <identityLocation>SubjectNameId</identityLocation>
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+ <identityMapping>FederationId</identityMapping>
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+ <issuer>https://sts.verdantenergy.example/saml</issuer>
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+ <samlEntityId>https://verdantenergy.my.salesforce.com</samlEntityId>
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+ <validationCert>Verdant_Community</validationCert>
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+ </SamlSsoConfig>
package/demo-source/main/default/sites/VerdantPortal.site-meta.xml ADDED
@@ -0,0 +1,9 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <CustomSite xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <active>true</active>
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+ <masterLabel>VerdantPortal</masterLabel>
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+ <siteAdmin>siteadmin@verdantenergy.example</siteAdmin>
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+ <siteGuestRecordDefaultOwner>guest@verdantenergy.example</siteGuestRecordDefaultOwner>
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+ <siteType>ChatterNetwork</siteType>
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+ <urlPathPrefix>portal</urlPathPrefix>
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+ </CustomSite>
package/demo-source/main/default/skills/Solar_Installation.skill-meta.xml ADDED
@@ -0,0 +1,6 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <Skill xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <label>Solar Installation</label>
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+ <description>Certified solar panel installation and commissioning skill</description>
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+ <skillType>Technician</skillType>
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+ </Skill>
package/demo-source/main/default/standardValueSets/Status__c.standardValueSet-meta.xml ADDED
@@ -0,0 +1,28 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <StandardValueSet xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <sorted>false</sorted>
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+ <standardValue>
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+ <fullName>Draft</fullName>
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+ <default>true</default>
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+ </standardValue>
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+ <standardValue>
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+ <fullName>Approved</fullName>
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+ <default>false</default>
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+ </standardValue>
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+ <standardValue>
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+ <fullName>Permitting</fullName>
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+ <default>false</default>
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+ </standardValue>
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+ <standardValue>
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+ <fullName>Installing</fullName>
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+ <default>false</default>
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+ </standardValue>
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+ <standardValue>
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+ <fullName>Complete</fullName>
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+ <default>false</default>
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+ </standardValue>
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+ <standardValue>
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+ <fullName>Cancelled</fullName>
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+ <default>false</default>
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+ </standardValue>
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+ </StandardValueSet>
package/demo-source/main/default/timeSheetTemplates/Field_Crew_Weekly.timeSheetTemplate-meta.xml ADDED
@@ -0,0 +1,10 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <TimeSheetTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <active>true</active>
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+ <description>Standard weekly time sheet for field installation crews</description>
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+ <frequency>Weekly</frequency>
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+ <masterLabel>Field Crew Weekly</masterLabel>
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+ <startDate>2024-01-01</startDate>
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+ <workWeekEndDay>Sunday</workWeekEndDay>
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+ <workWeekStartDay>Monday</workWeekStartDay>
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+ </TimeSheetTemplate>
package/demo-source/main/default/transactionSecurityPolicies/Block_Suspicious_Login.transactionSecurityPolicy-meta.xml ADDED
@@ -0,0 +1,19 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <TransactionSecurityPolicy xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <action>
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+ <block>true</block>
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+ <endSession>false</endSession>
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+ <freezeUser>false</freezeUser>
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+ <notifications>
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+ <inApp>true</inApp>
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+ <sendEmail>true</sendEmail>
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+ <user>admin@verdantenergy.example</user>
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+ </notifications>
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+ <twoFactorAuthentication>false</twoFactorAuthentication>
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+ </action>
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+ <active>true</active>
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+ <apexClass>SuspiciousLoginCondition</apexClass>
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+ <developerName>Block_Suspicious_Login</developerName>
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+ <eventName>LoginEvent</eventName>
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+ <masterLabel>Block Suspicious Login</masterLabel>
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+ </TransactionSecurityPolicy>
package/demo-source/main/default/wave/Ops_Overview.wdash-meta.xml ADDED
@@ -0,0 +1,8 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <WaveDashboard xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
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+ <content xsi:nil="true"/>
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+ <application>Verdant_Analytics</application>
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+ <masterLabel>Ops Overview</masterLabel>
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+ <description>Operational KPIs for solar project pipeline and installation throughput.</description>
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+ <dateVersion>1</dateVersion>
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+ </WaveDashboard>
package/demo-source/main/default/wave/Project_Pipeline.xmd-meta.xml ADDED
@@ -0,0 +1,21 @@
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+ <?xml version="1.0" encoding="UTF-8"?>
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+ <WaveXmd xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <application>Verdant_Analytics</application>
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+ <dataset>Project_Pipeline</dataset>
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+ <type>User</type>
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+ <dimensions>
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+ <field>Project__c.Status__c</field>
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+ <isDerived>false</isDerived>
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+ <label>Project Status</label>
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+ <origin>Project__c.Status__c</origin>
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+ <showInExplorer>true</showInExplorer>
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+ <sortIndex>0</sortIndex>
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+ </dimensions>
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+ <measures>
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+ <field>Project__c.Contract_Value__c</field>
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+ <isDerived>false</isDerived>
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+ <label>Contract Value</label>
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+ <origin>Project__c.Contract_Value__c</origin>
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+ <showInExplorer>true</showInExplorer>
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+ </measures>
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+ </WaveXmd>