Files
paperclip/server/src/services/company-portability.ts
Numman Ali 7b334ff2b7 fix: exclude terminated agents from list and org chart endpoints
Terminated agents (e.g. from rejected hire approvals) were visible in
GET /companies/:companyId/agents and GET /companies/:companyId/org because
list() and orgForCompany() had no status filtering.

- Add ne(agents.status, "terminated") filter to both queries
- Add optional { includeTerminated: true } param to list() for callers
  that need all agents (e.g. company-portability export with skip counting)
- orgForCompany() always excludes terminated (no escape hatch needed)

Fixes #5
2026-03-04 22:28:22 +00:00

987 lines
33 KiB
TypeScript

import { promises as fs } from "node:fs";
import path from "node:path";
import type { Db } from "@paperclipai/db";
import type {
CompanyPortabilityAgentManifestEntry,
CompanyPortabilityCollisionStrategy,
CompanyPortabilityExport,
CompanyPortabilityExportResult,
CompanyPortabilityImport,
CompanyPortabilityImportResult,
CompanyPortabilityInclude,
CompanyPortabilityManifest,
CompanyPortabilityPreview,
CompanyPortabilityPreviewAgentPlan,
CompanyPortabilityPreviewResult,
} from "@paperclipai/shared";
import { normalizeAgentUrlKey, portabilityManifestSchema } from "@paperclipai/shared";
import { notFound, unprocessable } from "../errors.js";
import { accessService } from "./access.js";
import { agentService } from "./agents.js";
import { companyService } from "./companies.js";
const DEFAULT_INCLUDE: CompanyPortabilityInclude = {
company: true,
agents: true,
};
const DEFAULT_COLLISION_STRATEGY: CompanyPortabilityCollisionStrategy = "rename";
const SENSITIVE_ENV_KEY_RE =
/(api[-_]?key|access[-_]?token|auth(?:_?token)?|authorization|bearer|secret|passwd|password|credential|jwt|private[-_]?key|cookie|connectionstring)/i;
type ResolvedSource = {
manifest: CompanyPortabilityManifest;
files: Record<string, string>;
warnings: string[];
};
type MarkdownDoc = {
frontmatter: Record<string, unknown>;
body: string;
};
type ImportPlanInternal = {
preview: CompanyPortabilityPreviewResult;
source: ResolvedSource;
include: CompanyPortabilityInclude;
collisionStrategy: CompanyPortabilityCollisionStrategy;
selectedAgents: CompanyPortabilityAgentManifestEntry[];
};
type AgentLike = {
id: string;
name: string;
adapterConfig: Record<string, unknown>;
};
const RUNTIME_DEFAULT_RULES: Array<{ path: string[]; value: unknown }> = [
{ path: ["heartbeat", "cooldownSec"], value: 10 },
{ path: ["heartbeat", "intervalSec"], value: 3600 },
{ path: ["heartbeat", "wakeOnOnDemand"], value: true },
{ path: ["heartbeat", "wakeOnAssignment"], value: true },
{ path: ["heartbeat", "wakeOnAutomation"], value: true },
{ path: ["heartbeat", "wakeOnDemand"], value: true },
{ path: ["heartbeat", "maxConcurrentRuns"], value: 3 },
];
const ADAPTER_DEFAULT_RULES_BY_TYPE: Record<string, Array<{ path: string[]; value: unknown }>> = {
codex_local: [
{ path: ["timeoutSec"], value: 0 },
{ path: ["graceSec"], value: 15 },
],
claude_local: [
{ path: ["timeoutSec"], value: 0 },
{ path: ["graceSec"], value: 15 },
{ path: ["maxTurnsPerRun"], value: 80 },
],
openclaw: [
{ path: ["method"], value: "POST" },
{ path: ["timeoutSec"], value: 30 },
],
};
function isPlainRecord(value: unknown): value is Record<string, unknown> {
return typeof value === "object" && value !== null && !Array.isArray(value);
}
function asString(value: unknown): string | null {
if (typeof value !== "string") return null;
const trimmed = value.trim();
return trimmed.length > 0 ? trimmed : null;
}
function toSafeSlug(input: string, fallback: string) {
return normalizeAgentUrlKey(input) ?? fallback;
}
function uniqueSlug(base: string, used: Set<string>) {
if (!used.has(base)) {
used.add(base);
return base;
}
let idx = 2;
while (true) {
const candidate = `${base}-${idx}`;
if (!used.has(candidate)) {
used.add(candidate);
return candidate;
}
idx += 1;
}
}
function uniqueNameBySlug(baseName: string, existingSlugs: Set<string>) {
const baseSlug = normalizeAgentUrlKey(baseName) ?? "agent";
if (!existingSlugs.has(baseSlug)) return baseName;
let idx = 2;
while (true) {
const candidateName = `${baseName} ${idx}`;
const candidateSlug = normalizeAgentUrlKey(candidateName) ?? `agent-${idx}`;
if (!existingSlugs.has(candidateSlug)) return candidateName;
idx += 1;
}
}
function normalizeInclude(input?: Partial<CompanyPortabilityInclude>): CompanyPortabilityInclude {
return {
company: input?.company ?? DEFAULT_INCLUDE.company,
agents: input?.agents ?? DEFAULT_INCLUDE.agents,
};
}
function ensureMarkdownPath(pathValue: string) {
const normalized = pathValue.replace(/\\/g, "/");
if (!normalized.endsWith(".md")) {
throw unprocessable(`Manifest file path must end in .md: ${pathValue}`);
}
return normalized;
}
function normalizePortableEnv(
agentSlug: string,
envValue: unknown,
requiredSecrets: CompanyPortabilityManifest["requiredSecrets"],
) {
if (typeof envValue !== "object" || envValue === null || Array.isArray(envValue)) return {};
const env = envValue as Record<string, unknown>;
const next: Record<string, unknown> = {};
for (const [key, binding] of Object.entries(env)) {
if (SENSITIVE_ENV_KEY_RE.test(key)) {
requiredSecrets.push({
key,
description: `Set ${key} for agent ${agentSlug}`,
agentSlug,
providerHint: null,
});
continue;
}
next[key] = binding;
}
return next;
}
function normalizePortableConfig(
value: unknown,
agentSlug: string,
requiredSecrets: CompanyPortabilityManifest["requiredSecrets"],
): Record<string, unknown> {
if (typeof value !== "object" || value === null || Array.isArray(value)) return {};
const input = value as Record<string, unknown>;
const next: Record<string, unknown> = {};
for (const [key, entry] of Object.entries(input)) {
if (key === "cwd" || key === "instructionsFilePath") continue;
if (key === "env") {
next[key] = normalizePortableEnv(agentSlug, entry, requiredSecrets);
continue;
}
next[key] = entry;
}
return next;
}
function jsonEqual(left: unknown, right: unknown): boolean {
return JSON.stringify(left) === JSON.stringify(right);
}
function isPathDefault(pathSegments: string[], value: unknown, rules: Array<{ path: string[]; value: unknown }>) {
return rules.some((rule) => jsonEqual(rule.path, pathSegments) && jsonEqual(rule.value, value));
}
function pruneDefaultLikeValue(
value: unknown,
opts: {
dropFalseBooleans: boolean;
path?: string[];
defaultRules?: Array<{ path: string[]; value: unknown }>;
},
): unknown {
const pathSegments = opts.path ?? [];
if (opts.defaultRules && isPathDefault(pathSegments, value, opts.defaultRules)) {
return undefined;
}
if (Array.isArray(value)) {
return value.map((entry) => pruneDefaultLikeValue(entry, { ...opts, path: pathSegments }));
}
if (isPlainRecord(value)) {
const out: Record<string, unknown> = {};
for (const [key, entry] of Object.entries(value)) {
const next = pruneDefaultLikeValue(entry, {
...opts,
path: [...pathSegments, key],
});
if (next === undefined) continue;
out[key] = next;
}
return out;
}
if (value === undefined) return undefined;
if (opts.dropFalseBooleans && value === false) return undefined;
return value;
}
function renderYamlScalar(value: unknown): string {
if (value === null) return "null";
if (typeof value === "boolean" || typeof value === "number") return String(value);
if (typeof value === "string") return JSON.stringify(value);
return JSON.stringify(value);
}
function isEmptyObject(value: unknown): boolean {
return isPlainRecord(value) && Object.keys(value).length === 0;
}
function renderYamlBlock(value: unknown, indentLevel: number): string[] {
const indent = " ".repeat(indentLevel);
if (Array.isArray(value)) {
if (value.length === 0) return [`${indent}[]`];
const lines: string[] = [];
for (const entry of value) {
const scalar =
entry === null ||
typeof entry === "string" ||
typeof entry === "boolean" ||
typeof entry === "number" ||
Array.isArray(entry) && entry.length === 0 ||
isEmptyObject(entry);
if (scalar) {
lines.push(`${indent}- ${renderYamlScalar(entry)}`);
continue;
}
lines.push(`${indent}-`);
lines.push(...renderYamlBlock(entry, indentLevel + 1));
}
return lines;
}
if (isPlainRecord(value)) {
const entries = Object.entries(value);
if (entries.length === 0) return [`${indent}{}`];
const lines: string[] = [];
for (const [key, entry] of entries) {
const scalar =
entry === null ||
typeof entry === "string" ||
typeof entry === "boolean" ||
typeof entry === "number" ||
Array.isArray(entry) && entry.length === 0 ||
isEmptyObject(entry);
if (scalar) {
lines.push(`${indent}${key}: ${renderYamlScalar(entry)}`);
continue;
}
lines.push(`${indent}${key}:`);
lines.push(...renderYamlBlock(entry, indentLevel + 1));
}
return lines;
}
return [`${indent}${renderYamlScalar(value)}`];
}
function renderFrontmatter(frontmatter: Record<string, unknown>) {
const lines: string[] = ["---"];
for (const [key, value] of Object.entries(frontmatter)) {
const scalar =
value === null ||
typeof value === "string" ||
typeof value === "boolean" ||
typeof value === "number" ||
Array.isArray(value) && value.length === 0 ||
isEmptyObject(value);
if (scalar) {
lines.push(`${key}: ${renderYamlScalar(value)}`);
continue;
}
lines.push(`${key}:`);
lines.push(...renderYamlBlock(value, 1));
}
lines.push("---");
return `${lines.join("\n")}\n`;
}
function buildMarkdown(frontmatter: Record<string, unknown>, body: string) {
const cleanBody = body.replace(/\r\n/g, "\n").trim();
if (!cleanBody) {
return `${renderFrontmatter(frontmatter)}\n`;
}
return `${renderFrontmatter(frontmatter)}\n${cleanBody}\n`;
}
function renderCompanyAgentsSection(agentSummaries: Array<{ slug: string; name: string }>) {
const lines = ["# Agents", ""];
if (agentSummaries.length === 0) {
lines.push("- _none_");
return lines.join("\n");
}
for (const agent of agentSummaries) {
lines.push(`- ${agent.slug} - ${agent.name}`);
}
return lines.join("\n");
}
function parseFrontmatterMarkdown(raw: string): MarkdownDoc {
const normalized = raw.replace(/\r\n/g, "\n");
if (!normalized.startsWith("---\n")) {
return { frontmatter: {}, body: normalized.trim() };
}
const closing = normalized.indexOf("\n---\n", 4);
if (closing < 0) {
return { frontmatter: {}, body: normalized.trim() };
}
const frontmatterRaw = normalized.slice(4, closing).trim();
const body = normalized.slice(closing + 5).trim();
const frontmatter: Record<string, unknown> = {};
for (const line of frontmatterRaw.split("\n")) {
const idx = line.indexOf(":");
if (idx <= 0) continue;
const key = line.slice(0, idx).trim();
const rawValue = line.slice(idx + 1).trim();
if (!key) continue;
if (rawValue === "null") {
frontmatter[key] = null;
continue;
}
if (rawValue === "true" || rawValue === "false") {
frontmatter[key] = rawValue === "true";
continue;
}
if (/^-?\d+(\.\d+)?$/.test(rawValue)) {
frontmatter[key] = Number(rawValue);
continue;
}
try {
frontmatter[key] = JSON.parse(rawValue);
continue;
} catch {
frontmatter[key] = rawValue;
}
}
return { frontmatter, body };
}
async function fetchJson(url: string) {
const response = await fetch(url);
if (!response.ok) {
throw unprocessable(`Failed to fetch ${url}: ${response.status}`);
}
return response.json();
}
async function fetchText(url: string) {
const response = await fetch(url);
if (!response.ok) {
throw unprocessable(`Failed to fetch ${url}: ${response.status}`);
}
return response.text();
}
function dedupeRequiredSecrets(values: CompanyPortabilityManifest["requiredSecrets"]) {
const seen = new Set<string>();
const out: CompanyPortabilityManifest["requiredSecrets"] = [];
for (const value of values) {
const key = `${value.agentSlug ?? ""}:${value.key.toUpperCase()}`;
if (seen.has(key)) continue;
seen.add(key);
out.push(value);
}
return out;
}
function parseGitHubTreeUrl(rawUrl: string) {
const url = new URL(rawUrl);
if (url.hostname !== "github.com") {
throw unprocessable("GitHub source must use github.com URL");
}
const parts = url.pathname.split("/").filter(Boolean);
if (parts.length < 2) {
throw unprocessable("Invalid GitHub URL");
}
const owner = parts[0]!;
const repo = parts[1]!.replace(/\.git$/i, "");
let ref = "main";
let basePath = "";
if (parts[2] === "tree") {
ref = parts[3] ?? "main";
basePath = parts.slice(4).join("/");
}
return { owner, repo, ref, basePath };
}
function resolveRawGitHubUrl(owner: string, repo: string, ref: string, filePath: string) {
const normalizedFilePath = filePath.replace(/^\/+/, "");
return `https://raw.githubusercontent.com/${owner}/${repo}/${ref}/${normalizedFilePath}`;
}
async function readAgentInstructions(agent: AgentLike): Promise<{ body: string; warning: string | null }> {
const config = agent.adapterConfig as Record<string, unknown>;
const instructionsFilePath = asString(config.instructionsFilePath);
if (instructionsFilePath) {
const workspaceCwd = asString(process.env.PAPERCLIP_WORKSPACE_CWD);
const candidates = new Set<string>();
if (path.isAbsolute(instructionsFilePath)) {
candidates.add(instructionsFilePath);
} else {
if (workspaceCwd) candidates.add(path.resolve(workspaceCwd, instructionsFilePath));
candidates.add(path.resolve(process.cwd(), instructionsFilePath));
}
for (const candidate of candidates) {
try {
const stat = await fs.stat(candidate);
if (!stat.isFile() || stat.size > 1024 * 1024) continue;
const body = await Promise.race([
fs.readFile(candidate, "utf8"),
new Promise<string>((_, reject) => {
setTimeout(() => reject(new Error("timed out reading instructions file")), 1500);
}),
]);
return { body, warning: null };
} catch {
// try next candidate
}
}
}
const promptTemplate = asString(config.promptTemplate);
if (promptTemplate) {
const warning = instructionsFilePath
? `Agent ${agent.name} instructionsFilePath was not readable; fell back to promptTemplate.`
: null;
return {
body: promptTemplate,
warning,
};
}
return {
body: "_No AGENTS instructions were resolved from current agent config._",
warning: `Agent ${agent.name} has no resolvable instructionsFilePath/promptTemplate; exported placeholder AGENTS.md.`,
};
}
export function companyPortabilityService(db: Db) {
const companies = companyService(db);
const agents = agentService(db);
const access = accessService(db);
async function resolveSource(source: CompanyPortabilityPreview["source"]): Promise<ResolvedSource> {
if (source.type === "inline") {
return {
manifest: portabilityManifestSchema.parse(source.manifest),
files: source.files,
warnings: [],
};
}
if (source.type === "url") {
const manifestJson = await fetchJson(source.url);
const manifest = portabilityManifestSchema.parse(manifestJson);
const base = new URL(".", source.url);
const files: Record<string, string> = {};
const warnings: string[] = [];
if (manifest.company?.path) {
const companyPath = ensureMarkdownPath(manifest.company.path);
files[companyPath] = await fetchText(new URL(companyPath, base).toString());
}
for (const agent of manifest.agents) {
const filePath = ensureMarkdownPath(agent.path);
files[filePath] = await fetchText(new URL(filePath, base).toString());
}
return { manifest, files, warnings };
}
const parsed = parseGitHubTreeUrl(source.url);
let ref = parsed.ref;
const manifestRelativePath = [parsed.basePath, "paperclip.manifest.json"].filter(Boolean).join("/");
let manifest: CompanyPortabilityManifest | null = null;
const warnings: string[] = [];
try {
manifest = portabilityManifestSchema.parse(
await fetchJson(resolveRawGitHubUrl(parsed.owner, parsed.repo, ref, manifestRelativePath)),
);
} catch (err) {
if (ref === "main") {
ref = "master";
warnings.push("GitHub ref main not found; falling back to master.");
manifest = portabilityManifestSchema.parse(
await fetchJson(resolveRawGitHubUrl(parsed.owner, parsed.repo, ref, manifestRelativePath)),
);
} else {
throw err;
}
}
const files: Record<string, string> = {};
if (manifest.company?.path) {
files[manifest.company.path] = await fetchText(
resolveRawGitHubUrl(parsed.owner, parsed.repo, ref, [parsed.basePath, manifest.company.path].filter(Boolean).join("/")),
);
}
for (const agent of manifest.agents) {
files[agent.path] = await fetchText(
resolveRawGitHubUrl(parsed.owner, parsed.repo, ref, [parsed.basePath, agent.path].filter(Boolean).join("/")),
);
}
return { manifest, files, warnings };
}
async function exportBundle(
companyId: string,
input: CompanyPortabilityExport,
): Promise<CompanyPortabilityExportResult> {
const include = normalizeInclude(input.include);
const company = await companies.getById(companyId);
if (!company) throw notFound("Company not found");
const files: Record<string, string> = {};
const warnings: string[] = [];
const requiredSecrets: CompanyPortabilityManifest["requiredSecrets"] = [];
const generatedAt = new Date().toISOString();
const manifest: CompanyPortabilityManifest = {
schemaVersion: 1,
generatedAt,
source: {
companyId: company.id,
companyName: company.name,
},
includes: include,
company: null,
agents: [],
requiredSecrets: [],
};
const allAgentRows = include.agents ? await agents.list(companyId, { includeTerminated: true }) : [];
const agentRows = allAgentRows.filter((agent) => agent.status !== "terminated");
if (include.agents) {
const skipped = allAgentRows.length - agentRows.length;
if (skipped > 0) {
warnings.push(`Skipped ${skipped} terminated agent${skipped === 1 ? "" : "s"} from export.`);
}
}
const usedSlugs = new Set<string>();
const idToSlug = new Map<string, string>();
for (const agent of agentRows) {
const baseSlug = toSafeSlug(agent.name, "agent");
const slug = uniqueSlug(baseSlug, usedSlugs);
idToSlug.set(agent.id, slug);
}
if (include.company) {
const companyPath = "COMPANY.md";
const companyAgentSummaries = agentRows.map((agent) => ({
slug: idToSlug.get(agent.id) ?? "agent",
name: agent.name,
}));
files[companyPath] = buildMarkdown(
{
kind: "company",
name: company.name,
description: company.description ?? null,
brandColor: company.brandColor ?? null,
requireBoardApprovalForNewAgents: company.requireBoardApprovalForNewAgents,
},
renderCompanyAgentsSection(companyAgentSummaries),
);
manifest.company = {
path: companyPath,
name: company.name,
description: company.description ?? null,
brandColor: company.brandColor ?? null,
requireBoardApprovalForNewAgents: company.requireBoardApprovalForNewAgents,
};
}
if (include.agents) {
for (const agent of agentRows) {
const slug = idToSlug.get(agent.id)!;
const instructions = await readAgentInstructions(agent);
if (instructions.warning) warnings.push(instructions.warning);
const agentPath = `agents/${slug}/AGENTS.md`;
const secretStart = requiredSecrets.length;
const adapterDefaultRules = ADAPTER_DEFAULT_RULES_BY_TYPE[agent.adapterType] ?? [];
const portableAdapterConfig = pruneDefaultLikeValue(
normalizePortableConfig(agent.adapterConfig, slug, requiredSecrets),
{
dropFalseBooleans: true,
defaultRules: adapterDefaultRules,
},
) as Record<string, unknown>;
const portableRuntimeConfig = pruneDefaultLikeValue(
normalizePortableConfig(agent.runtimeConfig, slug, requiredSecrets),
{
dropFalseBooleans: true,
defaultRules: RUNTIME_DEFAULT_RULES,
},
) as Record<string, unknown>;
const portablePermissions = pruneDefaultLikeValue(agent.permissions ?? {}, { dropFalseBooleans: true }) as Record<string, unknown>;
const agentRequiredSecrets = dedupeRequiredSecrets(
requiredSecrets
.slice(secretStart)
.filter((requirement) => requirement.agentSlug === slug),
);
const reportsToSlug = agent.reportsTo ? (idToSlug.get(agent.reportsTo) ?? null) : null;
files[agentPath] = buildMarkdown(
{
name: agent.name,
slug,
role: agent.role,
adapterType: agent.adapterType,
kind: "agent",
icon: agent.icon ?? null,
capabilities: agent.capabilities ?? null,
reportsTo: reportsToSlug,
runtimeConfig: portableRuntimeConfig,
permissions: portablePermissions,
adapterConfig: portableAdapterConfig,
requiredSecrets: agentRequiredSecrets,
},
instructions.body,
);
manifest.agents.push({
slug,
name: agent.name,
path: agentPath,
role: agent.role,
title: agent.title ?? null,
icon: agent.icon ?? null,
capabilities: agent.capabilities ?? null,
reportsToSlug,
adapterType: agent.adapterType,
adapterConfig: portableAdapterConfig,
runtimeConfig: portableRuntimeConfig,
permissions: portablePermissions,
budgetMonthlyCents: agent.budgetMonthlyCents ?? 0,
metadata: (agent.metadata as Record<string, unknown> | null) ?? null,
});
}
}
manifest.requiredSecrets = dedupeRequiredSecrets(requiredSecrets);
return {
manifest,
files,
warnings,
};
}
async function buildPreview(input: CompanyPortabilityPreview): Promise<ImportPlanInternal> {
const include = normalizeInclude(input.include);
const source = await resolveSource(input.source);
const manifest = source.manifest;
const collisionStrategy = input.collisionStrategy ?? DEFAULT_COLLISION_STRATEGY;
const warnings = [...source.warnings];
const errors: string[] = [];
if (include.company && !manifest.company) {
errors.push("Manifest does not include company metadata.");
}
const selectedSlugs = input.agents && input.agents !== "all"
? Array.from(new Set(input.agents))
: manifest.agents.map((agent) => agent.slug);
const selectedAgents = manifest.agents.filter((agent) => selectedSlugs.includes(agent.slug));
const selectedMissing = selectedSlugs.filter((slug) => !manifest.agents.some((agent) => agent.slug === slug));
for (const missing of selectedMissing) {
errors.push(`Selected agent slug not found in manifest: ${missing}`);
}
if (include.agents && selectedAgents.length === 0) {
warnings.push("No agents selected for import.");
}
for (const agent of selectedAgents) {
const filePath = ensureMarkdownPath(agent.path);
const markdown = source.files[filePath];
if (typeof markdown !== "string") {
errors.push(`Missing markdown file for agent ${agent.slug}: ${filePath}`);
continue;
}
const parsed = parseFrontmatterMarkdown(markdown);
if (parsed.frontmatter.kind !== "agent") {
warnings.push(`Agent markdown ${filePath} does not declare kind: agent in frontmatter.`);
}
}
let targetCompanyId: string | null = null;
let targetCompanyName: string | null = null;
if (input.target.mode === "existing_company") {
const targetCompany = await companies.getById(input.target.companyId);
if (!targetCompany) throw notFound("Target company not found");
targetCompanyId = targetCompany.id;
targetCompanyName = targetCompany.name;
}
const agentPlans: CompanyPortabilityPreviewAgentPlan[] = [];
const existingSlugToAgent = new Map<string, { id: string; name: string }>();
const existingSlugs = new Set<string>();
if (input.target.mode === "existing_company") {
const existingAgents = await agents.list(input.target.companyId);
for (const existing of existingAgents) {
const slug = normalizeAgentUrlKey(existing.name) ?? existing.id;
if (!existingSlugToAgent.has(slug)) existingSlugToAgent.set(slug, existing);
existingSlugs.add(slug);
}
}
for (const manifestAgent of selectedAgents) {
const existing = existingSlugToAgent.get(manifestAgent.slug) ?? null;
if (!existing) {
agentPlans.push({
slug: manifestAgent.slug,
action: "create",
plannedName: manifestAgent.name,
existingAgentId: null,
reason: null,
});
continue;
}
if (collisionStrategy === "replace") {
agentPlans.push({
slug: manifestAgent.slug,
action: "update",
plannedName: existing.name,
existingAgentId: existing.id,
reason: "Existing slug matched; replace strategy.",
});
continue;
}
if (collisionStrategy === "skip") {
agentPlans.push({
slug: manifestAgent.slug,
action: "skip",
plannedName: existing.name,
existingAgentId: existing.id,
reason: "Existing slug matched; skip strategy.",
});
continue;
}
const renamed = uniqueNameBySlug(manifestAgent.name, existingSlugs);
existingSlugs.add(normalizeAgentUrlKey(renamed) ?? manifestAgent.slug);
agentPlans.push({
slug: manifestAgent.slug,
action: "create",
plannedName: renamed,
existingAgentId: existing.id,
reason: "Existing slug matched; rename strategy.",
});
}
const preview: CompanyPortabilityPreviewResult = {
include,
targetCompanyId,
targetCompanyName,
collisionStrategy,
selectedAgentSlugs: selectedAgents.map((agent) => agent.slug),
plan: {
companyAction: input.target.mode === "new_company"
? "create"
: include.company
? "update"
: "none",
agentPlans,
},
requiredSecrets: manifest.requiredSecrets ?? [],
warnings,
errors,
};
return {
preview,
source,
include,
collisionStrategy,
selectedAgents,
};
}
async function previewImport(input: CompanyPortabilityPreview): Promise<CompanyPortabilityPreviewResult> {
const plan = await buildPreview(input);
return plan.preview;
}
async function importBundle(
input: CompanyPortabilityImport,
actorUserId: string | null | undefined,
): Promise<CompanyPortabilityImportResult> {
const plan = await buildPreview(input);
if (plan.preview.errors.length > 0) {
throw unprocessable(`Import preview has errors: ${plan.preview.errors.join("; ")}`);
}
const sourceManifest = plan.source.manifest;
const warnings = [...plan.preview.warnings];
const include = plan.include;
let targetCompany: { id: string; name: string } | null = null;
let companyAction: "created" | "updated" | "unchanged" = "unchanged";
if (input.target.mode === "new_company") {
const companyName =
asString(input.target.newCompanyName) ??
sourceManifest.company?.name ??
sourceManifest.source?.companyName ??
"Imported Company";
const created = await companies.create({
name: companyName,
description: include.company ? (sourceManifest.company?.description ?? null) : null,
brandColor: include.company ? (sourceManifest.company?.brandColor ?? null) : null,
requireBoardApprovalForNewAgents: include.company
? (sourceManifest.company?.requireBoardApprovalForNewAgents ?? true)
: true,
});
await access.ensureMembership(created.id, "user", actorUserId ?? "board", "owner", "active");
targetCompany = created;
companyAction = "created";
} else {
targetCompany = await companies.getById(input.target.companyId);
if (!targetCompany) throw notFound("Target company not found");
if (include.company && sourceManifest.company) {
const updated = await companies.update(targetCompany.id, {
name: sourceManifest.company.name,
description: sourceManifest.company.description,
brandColor: sourceManifest.company.brandColor,
requireBoardApprovalForNewAgents: sourceManifest.company.requireBoardApprovalForNewAgents,
});
targetCompany = updated ?? targetCompany;
companyAction = "updated";
}
}
if (!targetCompany) throw notFound("Target company not found");
const resultAgents: CompanyPortabilityImportResult["agents"] = [];
const importedSlugToAgentId = new Map<string, string>();
const existingSlugToAgentId = new Map<string, string>();
const existingAgents = await agents.list(targetCompany.id);
for (const existing of existingAgents) {
existingSlugToAgentId.set(normalizeAgentUrlKey(existing.name) ?? existing.id, existing.id);
}
if (include.agents) {
for (const planAgent of plan.preview.plan.agentPlans) {
const manifestAgent = plan.selectedAgents.find((agent) => agent.slug === planAgent.slug);
if (!manifestAgent) continue;
if (planAgent.action === "skip") {
resultAgents.push({
slug: planAgent.slug,
id: planAgent.existingAgentId,
action: "skipped",
name: planAgent.plannedName,
reason: planAgent.reason,
});
continue;
}
const markdownRaw = plan.source.files[manifestAgent.path];
if (!markdownRaw) {
warnings.push(`Missing AGENTS markdown for ${manifestAgent.slug}; imported without prompt template.`);
}
const markdown = markdownRaw ? parseFrontmatterMarkdown(markdownRaw) : { frontmatter: {}, body: "" };
const adapterConfig = {
...manifestAgent.adapterConfig,
promptTemplate: markdown.body || asString((manifestAgent.adapterConfig as Record<string, unknown>).promptTemplate) || "",
} as Record<string, unknown>;
delete adapterConfig.instructionsFilePath;
const patch = {
name: planAgent.plannedName,
role: manifestAgent.role,
title: manifestAgent.title,
icon: manifestAgent.icon,
capabilities: manifestAgent.capabilities,
reportsTo: null,
adapterType: manifestAgent.adapterType,
adapterConfig,
runtimeConfig: manifestAgent.runtimeConfig,
budgetMonthlyCents: manifestAgent.budgetMonthlyCents,
permissions: manifestAgent.permissions,
metadata: manifestAgent.metadata,
};
if (planAgent.action === "update" && planAgent.existingAgentId) {
const updated = await agents.update(planAgent.existingAgentId, patch);
if (!updated) {
warnings.push(`Skipped update for missing agent ${planAgent.existingAgentId}.`);
resultAgents.push({
slug: planAgent.slug,
id: null,
action: "skipped",
name: planAgent.plannedName,
reason: "Existing target agent not found.",
});
continue;
}
importedSlugToAgentId.set(planAgent.slug, updated.id);
existingSlugToAgentId.set(normalizeAgentUrlKey(updated.name) ?? updated.id, updated.id);
resultAgents.push({
slug: planAgent.slug,
id: updated.id,
action: "updated",
name: updated.name,
reason: planAgent.reason,
});
continue;
}
const created = await agents.create(targetCompany.id, patch);
importedSlugToAgentId.set(planAgent.slug, created.id);
existingSlugToAgentId.set(normalizeAgentUrlKey(created.name) ?? created.id, created.id);
resultAgents.push({
slug: planAgent.slug,
id: created.id,
action: "created",
name: created.name,
reason: planAgent.reason,
});
}
// Apply reporting links once all imported agent ids are available.
for (const manifestAgent of plan.selectedAgents) {
const agentId = importedSlugToAgentId.get(manifestAgent.slug);
if (!agentId) continue;
const managerSlug = manifestAgent.reportsToSlug;
if (!managerSlug) continue;
const managerId = importedSlugToAgentId.get(managerSlug) ?? existingSlugToAgentId.get(managerSlug) ?? null;
if (!managerId || managerId === agentId) continue;
try {
await agents.update(agentId, { reportsTo: managerId });
} catch {
warnings.push(`Could not assign manager ${managerSlug} for imported agent ${manifestAgent.slug}.`);
}
}
}
return {
company: {
id: targetCompany.id,
name: targetCompany.name,
action: companyAction,
},
agents: resultAgents,
requiredSecrets: sourceManifest.requiredSecrets ?? [],
warnings,
};
}
return {
exportBundle,
previewImport,
importBundle,
};
}