stagent 0.6.2 → 0.7.0

package/src/lib/data/seed-data/schedules.ts

@@ -15,6 +15,12 @@ export interface ScheduleSeed {
   expiresAt: Date | null;
   lastFiredAt: Date | null;
   nextFireAt: Date | null;
+  type: "scheduled" | "heartbeat";
+  heartbeatChecklist: string | null;
+  activeHoursStart: number | null;
+  activeHoursEnd: number | null;
+  activeTimezone: string | null;
+  deliveryChannels: string | null;
   createdAt: Date;
   updatedAt: Date;
 }
@@ -23,85 +29,246 @@ export function createSchedules(projectIds: string[]): ScheduleSeed[] {
   const now = Date.now();
   const DAY = 86_400_000;
   const HOUR = 3_600_000;
-  const [investmentProject, launchProject, leadGenProject, , taxProject] =
-    projectIds;
+  const [
+    launchProject,
+    contentProject,
+    csProject,
+    tvpProject,
+    greenleafProject,
+    medreachProject,
+    revopsProject,
+    complianceProject,
+  ] = projectIds;
 
-  const weekdayPortfolioCron = "0 9 * * 1-5";
-  const dailyLaunchCron = "0 9 * * *";
-  const everySixHoursCron = "0 */6 * * *";
-  const taxReminderCron = "0 9 * * *";
+  const daily8am = "0 8 * * *";
+  const mwf9am = "0 9 * * 1,3,5";
+  const every6h = "0 */6 * * *";
+  const weeklyMon7am = "0 7 * * 1";
+  const every4h = "0 */4 * * *";
+  const daily6am = "0 6 * * *";
+  const every8h = "0 */8 * * *";
+  const monthly1st = "0 9 1 * *";
 
   return [
+    // 1. Launch Metrics Digest — daily, Slack delivery
     {
       id: crypto.randomUUID(),
-      projectId: investmentProject,
-      name: "Weekday Portfolio Digest",
+      projectId: launchProject,
+      name: "Launch Metrics Digest",
+      prompt:
+        "Pull yesterday's launch metrics: landing page visits, signup conversions, email open rates, and social engagement. Highlight any metric that moved >10% and flag channels underperforming targets.",
+      cronExpression: daily8am,
+      agentProfile: SAMPLE_PROFILE_IDS[0], // GTM Launch Strategist
+      recurs: true,
+      status: "active",
+      maxFirings: null,
+      firingCount: 12,
+      expiresAt: null,
+      lastFiredAt: new Date(now - 16 * HOUR),
+      nextFireAt: computeNextFireTime(daily8am, new Date(now)),
+      type: "scheduled",
+      heartbeatChecklist: null,
+      activeHoursStart: null,
+      activeHoursEnd: null,
+      activeTimezone: null,
+      deliveryChannels: JSON.stringify(["slack"]),
+      createdAt: new Date(now - 18 * DAY),
+      updatedAt: new Date(now - 1 * HOUR),
+    },
+
+    // 2. Content Calendar Check-In — MWF, Content Editor
+    {
+      id: crypto.randomUUID(),
+      projectId: contentProject,
+      name: "Content Calendar Check-In",
+      prompt:
+        "Review the editorial calendar for this week. Confirm articles in progress have outlines approved, flag any pieces behind schedule, and suggest topic swaps if a trending topic emerged overnight.",
+      cronExpression: mwf9am,
+      agentProfile: SAMPLE_PROFILE_IDS[1], // Content Production Editor
+      recurs: true,
+      status: "active",
+      maxFirings: null,
+      firingCount: 8,
+      expiresAt: null,
+      lastFiredAt: new Date(now - 2 * DAY),
+      nextFireAt: computeNextFireTime(mwf9am, new Date(now)),
+      type: "scheduled",
+      heartbeatChecklist: null,
+      activeHoursStart: null,
+      activeHoursEnd: null,
+      activeTimezone: null,
+      deliveryChannels: null,
+      createdAt: new Date(now - 15 * DAY),
+      updatedAt: new Date(now - 2 * DAY),
+    },
+
+    // 3. Churn Risk Heartbeat — intelligence-driven, every 6h
+    {
+      id: crypto.randomUUID(),
+      projectId: csProject,
+      name: "Churn Risk Heartbeat",
+      prompt:
+        "Evaluate the customer health checklist. Only take action if a signal fires — otherwise suppress and log. When action is needed, draft the intervention and notify via Slack and email.",
+      cronExpression: every6h,
+      agentProfile: SAMPLE_PROFILE_IDS[2], // Customer Success Analyst
+      recurs: true,
+      status: "active",
+      maxFirings: null,
+      firingCount: 22,
+      expiresAt: null,
+      lastFiredAt: new Date(now - 4 * HOUR),
+      nextFireAt: computeNextFireTime(every6h, new Date(now)),
+      type: "heartbeat",
+      heartbeatChecklist: JSON.stringify([
+        "Any account NPS dropped below 30?",
+        "Any account usage declined >40% week-over-week?",
+        "Any account filed >3 support tickets this week?",
+        "Any enterprise renewal within 60 days with no CSM touchpoint?",
+      ]),
+      activeHoursStart: 8,
+      activeHoursEnd: 20,
+      activeTimezone: "America/Los_Angeles",
+      deliveryChannels: JSON.stringify(["slack", "email"]),
+      createdAt: new Date(now - 14 * DAY),
+      updatedAt: new Date(now - 4 * HOUR),
+    },
+
+    // 4. Portfolio KPI Tracker — weekly Monday 7am
+    {
+      id: crypto.randomUUID(),
+      projectId: tvpProject,
+      name: "Portfolio KPI Tracker",
+      prompt:
+        "Pull the weekly KPI snapshot for all 4 portfolio companies: MRR, burn rate, net retention, and headcount. Flag any company with MRR growth <5% or burn rate acceleration >15%. Format as a board-ready summary.",
+      cronExpression: weeklyMon7am,
+      agentProfile: SAMPLE_PROFILE_IDS[3], // Due Diligence Analyst
+      recurs: true,
+      status: "active",
+      maxFirings: null,
+      firingCount: 3,
+      expiresAt: null,
+      lastFiredAt: new Date(now - 5 * DAY),
+      nextFireAt: computeNextFireTime(weeklyMon7am, new Date(now)),
+      type: "scheduled",
+      heartbeatChecklist: null,
+      activeHoursStart: null,
+      activeHoursEnd: null,
+      activeTimezone: null,
+      deliveryChannels: JSON.stringify(["slack"]),
+      createdAt: new Date(now - 12 * DAY),
+      updatedAt: new Date(now - 5 * DAY),
+    },
+
+    // 5. Review Sentiment Heartbeat — every 4h, e-commerce monitoring
+    {
+      id: crypto.randomUUID(),
+      projectId: greenleafProject,
+      name: "Review Sentiment Heartbeat",
       prompt:
-        "Before market open, summarize allocation drift, overnight movers, and any watchlist actions for the investment portfolio.",
-      cronExpression: weekdayPortfolioCron,
-      agentProfile: SAMPLE_PROFILE_IDS[2],
+        "Check the product review feeds for new negative reviews, competitor price changes, and inventory alerts. Only act when a signal fires — draft a response template for 1-2 star reviews and alert the client.",
+      cronExpression: every4h,
+      agentProfile: "general",
       recurs: true,
       status: "active",
       maxFirings: null,
-      firingCount: 0,
+      firingCount: 35,
       expiresAt: null,
-      lastFiredAt: null,
-      nextFireAt: computeNextFireTime(weekdayPortfolioCron, new Date(now)),
+      lastFiredAt: new Date(now - 2 * HOUR),
+      nextFireAt: computeNextFireTime(every4h, new Date(now)),
+      type: "heartbeat",
+      heartbeatChecklist: JSON.stringify([
+        "New 1-star or 2-star product review?",
+        "Competitor price drop >10% on a tracked SKU?",
+        "Inventory below reorder threshold for top 10 SKUs?",
+      ]),
+      activeHoursStart: 6,
+      activeHoursEnd: 22,
+      activeTimezone: "America/New_York",
+      deliveryChannels: null,
       createdAt: new Date(now - 10 * DAY),
       updatedAt: new Date(now - 2 * HOUR),
     },
+
+    // 6. Compliance Scan — daily 6am, paused (client paused)
     {
       id: crypto.randomUUID(),
-      projectId: launchProject,
-      name: "CTA Experiment Check-In",
+      projectId: medreachProject,
+      name: "HIPAA Compliance Scan",
       prompt:
-        "Each morning, compare yesterday's CTA variant performance and suggest the next headline or proof point to test on the landing page.",
-      cronExpression: dailyLaunchCron,
-      agentProfile: SAMPLE_PROFILE_IDS[1],
+        "Scan all pending marketing content for HIPAA violations, unsubstantiated health claims, and missing disclaimers. Generate a compliance scorecard and route flagged items to legal.",
+      cronExpression: daily6am,
+      agentProfile: "general",
       recurs: true,
       status: "paused",
       maxFirings: null,
-      firingCount: 0,
+      firingCount: 6,
       expiresAt: null,
-      lastFiredAt: null,
+      lastFiredAt: new Date(now - 5 * DAY),
       nextFireAt: null,
-      createdAt: new Date(now - 6 * DAY),
-      updatedAt: new Date(now - 1 * DAY),
+      type: "scheduled",
+      heartbeatChecklist: null,
+      activeHoursStart: null,
+      activeHoursEnd: null,
+      activeTimezone: null,
+      deliveryChannels: JSON.stringify(["email"]),
+      createdAt: new Date(now - 9 * DAY),
+      updatedAt: new Date(now - 4 * DAY),
     },
+
+    // 7. Deal Stall Heartbeat — every 8h, RevOps
     {
       id: crypto.randomUUID(),
-      projectId: leadGenProject,
-      name: "Prospect Pipeline Pulse",
+      projectId: revopsProject,
+      name: "Deal Stall Heartbeat",
       prompt:
-        "Every six hours, roll up new prospects, stalled outreach, and reply-rate changes into a short GTM update with owner follow-ups.",
-      cronExpression: everySixHoursCron,
-      agentProfile: SAMPLE_PROFILE_IDS[0],
+        "Evaluate stalled deal checklist. When a signal fires, draft a coaching note for the rep and suggest a specific unblocking action. Deliver via Slack to the #revenue-ops channel.",
+      cronExpression: every8h,
+      agentProfile: SAMPLE_PROFILE_IDS[4], // Revenue Ops Analyst
       recurs: true,
       status: "active",
       maxFirings: null,
-      firingCount: 0,
+      firingCount: 14,
       expiresAt: null,
-      lastFiredAt: null,
-      nextFireAt: computeNextFireTime(everySixHoursCron, new Date(now)),
-      createdAt: new Date(now - 5 * DAY),
-      updatedAt: new Date(now - 90 * 60_000),
+      lastFiredAt: new Date(now - 6 * HOUR),
+      nextFireAt: computeNextFireTime(every8h, new Date(now)),
+      type: "heartbeat",
+      heartbeatChecklist: JSON.stringify([
+        "Any deal stalled >5 business days with no activity?",
+        "Any deal missing a defined next step?",
+        "Any champion gone dark (no email open in 7 days)?",
+        "Any deal pushed close date more than twice?",
+      ]),
+      activeHoursStart: 7,
+      activeHoursEnd: 19,
+      activeTimezone: "America/Chicago",
+      deliveryChannels: JSON.stringify(["slack"]),
+      createdAt: new Date(now - 7 * DAY),
+      updatedAt: new Date(now - 6 * HOUR),
     },
+
+    // 8. Monthly Audit Run — 1st of month, expired
     {
       id: crypto.randomUUID(),
-      projectId: taxProject,
-      name: "Missing Tax Form Reminder",
+      projectId: complianceProject,
+      name: "Monthly Compliance Audit",
       prompt:
-        "Send a one-time reminder to chase any missing tax documents, update the checklist, and flag anything that could block the CPA handoff.",
-      cronExpression: taxReminderCron,
-      agentProfile: "project-manager",
+        "Run the full monthly compliance audit: gather execution logs, analyze against SOC 2 controls, generate the report, and prepare the executive brief. Deliver to the compliance-reviews channel.",
+      cronExpression: monthly1st,
+      agentProfile: "general",
       recurs: false,
       status: "expired",
       maxFirings: 1,
-      firingCount: 0,
+      firingCount: 1,
       expiresAt: new Date(now - 1 * DAY),
-      lastFiredAt: null,
+      lastFiredAt: new Date(now - 3 * DAY),
       nextFireAt: null,
-      createdAt: new Date(now - 4 * DAY),
+      type: "scheduled",
+      heartbeatChecklist: null,
+      activeHoursStart: null,
+      activeHoursEnd: null,
+      activeTimezone: null,
+      deliveryChannels: JSON.stringify(["slack", "email"]),
+      createdAt: new Date(now - 5 * DAY),
       updatedAt: new Date(now - 1 * DAY),
     },
   ];

package/src/lib/data/seed-data/table-templates.ts

@@ -0,0 +1,234 @@
+import { randomUUID } from "crypto";
+import { db } from "@/lib/db";
+import { userTableTemplates } from "@/lib/db/schema";
+import { eq, and } from "drizzle-orm";
+
+interface TemplateSeed {
+  name: string;
+  description: string;
+  category: "business" | "personal" | "pm" | "finance" | "content";
+  icon: string;
+  columns: Array<{
+    name: string;
+    displayName: string;
+    dataType: string;
+    config?: Record<string, unknown>;
+  }>;
+  sampleData?: Record<string, unknown>[];
+}
+
+const TEMPLATES: TemplateSeed[] = [
+  // ── Business ───────────────────────────────────────────────────────
+  {
+    name: "Customer List",
+    description: "Track customers with contact info and status",
+    category: "business",
+    icon: "Building2",
+    columns: [
+      { name: "name", displayName: "Name", dataType: "text" },
+      { name: "email", displayName: "Email", dataType: "email" },
+      { name: "company", displayName: "Company", dataType: "text" },
+      { name: "status", displayName: "Status", dataType: "select", config: { options: ["Lead", "Active", "Churned"] } },
+      { name: "notes", displayName: "Notes", dataType: "text" },
+    ],
+    sampleData: [
+      { name: "Alice Johnson", email: "alice@example.com", company: "Acme Corp", status: "Active", notes: "" },
+      { name: "Bob Smith", email: "bob@example.com", company: "Widget Inc", status: "Lead", notes: "Follow up next week" },
+    ],
+  },
+  {
+    name: "Product Inventory",
+    description: "Track products, quantities, and pricing",
+    category: "business",
+    icon: "Package",
+    columns: [
+      { name: "product", displayName: "Product", dataType: "text" },
+      { name: "sku", displayName: "SKU", dataType: "text" },
+      { name: "quantity", displayName: "Quantity", dataType: "number" },
+      { name: "price", displayName: "Price", dataType: "number" },
+      { name: "category", displayName: "Category", dataType: "select", config: { options: ["Electronics", "Clothing", "Food", "Other"] } },
+    ],
+  },
+  {
+    name: "Meeting Notes",
+    description: "Log meetings with attendees and action items",
+    category: "business",
+    icon: "Users",
+    columns: [
+      { name: "date", displayName: "Date", dataType: "date" },
+      { name: "title", displayName: "Title", dataType: "text" },
+      { name: "attendees", displayName: "Attendees", dataType: "text" },
+      { name: "notes", displayName: "Notes", dataType: "text" },
+      { name: "action_items", displayName: "Action Items", dataType: "text" },
+    ],
+  },
+
+  // ── Personal ───────────────────────────────────────────────────────
+  {
+    name: "Reading List",
+    description: "Books and articles to read",
+    category: "personal",
+    icon: "BookOpen",
+    columns: [
+      { name: "title", displayName: "Title", dataType: "text" },
+      { name: "author", displayName: "Author", dataType: "text" },
+      { name: "status", displayName: "Status", dataType: "select", config: { options: ["To Read", "Reading", "Finished"] } },
+      { name: "rating", displayName: "Rating", dataType: "number" },
+      { name: "notes", displayName: "Notes", dataType: "text" },
+    ],
+  },
+  {
+    name: "Habit Tracker",
+    description: "Daily habits and streaks",
+    category: "personal",
+    icon: "Target",
+    columns: [
+      { name: "habit", displayName: "Habit", dataType: "text" },
+      { name: "frequency", displayName: "Frequency", dataType: "select", config: { options: ["Daily", "Weekly", "Monthly"] } },
+      { name: "streak", displayName: "Streak", dataType: "number" },
+      { name: "completed", displayName: "Completed Today", dataType: "boolean" },
+    ],
+  },
+
+  // ── Project Management ─────────────────────────────────────────────
+  {
+    name: "Sprint Board",
+    description: "Track sprint tasks with points and assignees",
+    category: "pm",
+    icon: "KanbanSquare",
+    columns: [
+      { name: "task", displayName: "Task", dataType: "text" },
+      { name: "assignee", displayName: "Assignee", dataType: "text" },
+      { name: "status", displayName: "Status", dataType: "select", config: { options: ["Backlog", "In Progress", "Review", "Done"] } },
+      { name: "points", displayName: "Points", dataType: "number" },
+      { name: "due_date", displayName: "Due Date", dataType: "date" },
+    ],
+  },
+  {
+    name: "Bug Tracker",
+    description: "Track bugs with severity and reproduction steps",
+    category: "pm",
+    icon: "Bug",
+    columns: [
+      { name: "title", displayName: "Title", dataType: "text" },
+      { name: "severity", displayName: "Severity", dataType: "select", config: { options: ["Critical", "High", "Medium", "Low"] } },
+      { name: "status", displayName: "Status", dataType: "select", config: { options: ["Open", "In Progress", "Fixed", "Closed"] } },
+      { name: "reported_by", displayName: "Reported By", dataType: "text" },
+      { name: "steps", displayName: "Steps to Reproduce", dataType: "text" },
+    ],
+  },
+  {
+    name: "Feature Requests",
+    description: "Collect and prioritize feature ideas",
+    category: "pm",
+    icon: "Lightbulb",
+    columns: [
+      { name: "feature", displayName: "Feature", dataType: "text" },
+      { name: "requester", displayName: "Requester", dataType: "text" },
+      { name: "priority", displayName: "Priority", dataType: "select", config: { options: ["P0", "P1", "P2", "P3"] } },
+      { name: "votes", displayName: "Votes", dataType: "number" },
+      { name: "status", displayName: "Status", dataType: "select", config: { options: ["Proposed", "Approved", "Building", "Shipped"] } },
+    ],
+  },
+
+  // ── Finance ────────────────────────────────────────────────────────
+  {
+    name: "Expense Tracker",
+    description: "Log expenses with categories and receipts",
+    category: "finance",
+    icon: "Receipt",
+    columns: [
+      { name: "date", displayName: "Date", dataType: "date" },
+      { name: "description", displayName: "Description", dataType: "text" },
+      { name: "amount", displayName: "Amount", dataType: "number" },
+      { name: "category", displayName: "Category", dataType: "select", config: { options: ["Food", "Transport", "Software", "Office", "Other"] } },
+      { name: "receipt_url", displayName: "Receipt", dataType: "url" },
+    ],
+  },
+  {
+    name: "Invoice Log",
+    description: "Track invoices and payment status",
+    category: "finance",
+    icon: "FileText",
+    columns: [
+      { name: "invoice_number", displayName: "Invoice #", dataType: "text" },
+      { name: "client", displayName: "Client", dataType: "text" },
+      { name: "amount", displayName: "Amount", dataType: "number" },
+      { name: "issued_date", displayName: "Issued", dataType: "date" },
+      { name: "status", displayName: "Status", dataType: "select", config: { options: ["Draft", "Sent", "Paid", "Overdue"] } },
+    ],
+  },
+
+  // ── Content ────────────────────────────────────────────────────────
+  {
+    name: "Content Calendar",
+    description: "Plan and schedule content across channels",
+    category: "content",
+    icon: "Calendar",
+    columns: [
+      { name: "title", displayName: "Title", dataType: "text" },
+      { name: "channel", displayName: "Channel", dataType: "select", config: { options: ["Blog", "Twitter", "LinkedIn", "Newsletter", "YouTube"] } },
+      { name: "publish_date", displayName: "Publish Date", dataType: "date" },
+      { name: "status", displayName: "Status", dataType: "select", config: { options: ["Idea", "Drafting", "Review", "Scheduled", "Published"] } },
+      { name: "url", displayName: "URL", dataType: "url" },
+    ],
+  },
+  {
+    name: "Research Notes",
+    description: "Organize research with sources and tags",
+    category: "content",
+    icon: "Search",
+    columns: [
+      { name: "topic", displayName: "Topic", dataType: "text" },
+      { name: "source", displayName: "Source", dataType: "url" },
+      { name: "key_findings", displayName: "Key Findings", dataType: "text" },
+      { name: "relevance", displayName: "Relevance", dataType: "select", config: { options: ["High", "Medium", "Low"] } },
+      { name: "date_added", displayName: "Date Added", dataType: "date" },
+    ],
+  },
+];
+
+/**
+ * Seed system templates if not already present.
+ * Idempotent — checks for existing templates by name + scope='system'.
+ */
+export async function seedTableTemplates(): Promise<number> {
+  let created = 0;
+  const now = new Date();
+
+  for (const t of TEMPLATES) {
+    const existing = db
+      .select()
+      .from(userTableTemplates)
+      .where(
+        and(
+          eq(userTableTemplates.name, t.name),
+          eq(userTableTemplates.scope, "system")
+        )
+      )
+      .get();
+
+    if (existing) continue;
+
+    const columnsWithPositions = t.columns.map((col, i) => ({
+      ...col,
+      position: i,
+    }));
+
+    await db.insert(userTableTemplates).values({
+      id: randomUUID(),
+      name: t.name,
+      description: t.description,
+      category: t.category,
+      columnSchema: JSON.stringify(columnsWithPositions),
+      sampleData: t.sampleData ? JSON.stringify(t.sampleData) : null,
+      scope: "system",
+      icon: t.icon,
+      createdAt: now,
+      updatedAt: now,
+    });
+    created++;
+  }
+
+  return created;
+}