workflow:
  name: wgm.agent.search
  description: An intelligent search agent in the search menu.
  version: 2025-06-04T00:55:51Z
  requirements:
    cerb_plugins: cerberusweb.core, 
    cerb_version: >=11.1.2 <11.2
  config:
    chooser/anthropic_account_id:
      label: Anthropic Account:
      record_type: connected_account
      record_query: anthropic
records:
  automation/interaction_search:
    fields:
      name: wgm.agent.search
      extension_id: cerb.trigger.interaction.worker
      description@text:
      script@raw:
        inputs:
          text/query:
            type: freeform
            description: The natural language query describing a desired search query.
            #required@bool: yes
        
        start:
          set/config:
            config@json: {{cerb_workflow_config('wgm.agent.search')|json_encode}} 
            
          outcome/noQuery:
            if@bool: {{inputs.query is empty}}
            then:
              await:
                form:
                  title: Search
                  elements:
                    text/prompt_query:
                      label: What would you like to search for?
                      placeholder: Open tickets from Fiaflux so far this year
                      required@bool: yes
                      type: freeform
        
          # Load all possible record types
          data.query/record_types:
            output: results
            inputs:
              query@text:
                type:record.types
                format:dictionaries
            on_success:
              set:
                prompt_record_types@text:
                  {{results.data|column('uri')|sort|join(', ')}}
          
          # Cascade the search query
          set/init:
            search_query: {{inputs.query|default(prompt_query)}}
          
          llm.agent:
            output: results
            inputs:
              llm:
                anthropic:
                  #model: claude-sonnet-4-20250514
                  model: claude-3-5-haiku-20241022
                  authentication: cerb:connected_account:{{config.anthropic_account_id}}
                  max_tokens@int: 2048
              system_prompt@text:
                You are a search agent within that lives within Cerb helpdesk software.
                
                You are talking to a user named {{worker_first_name}} (ID: {{worker_id}}).
                The current date/time is: {{'now'|date('r')}}
        
                Your job is to return search query syntax matching natural language queries for a given record type.
                
                Cerb query syntax uses the space-delimited format `filterName:expression otherFilter:expression`.
                
                ALWAYS double quote string expressions (especially with spaces).
                
                ALWAYS handle multiple-value expressions with square brackets ([]) and not the 'OR' operator. `expression:[value1,"value2 with spaces"]`
                
                Date filters use relative expressions ("-1 year") or absolute ranges ("2025-01-01 to now").
                
                YOU MUST use one of these record types:
                {{prompt_record_types}}
                
                Use the `get_record_types` tool to get filters by record type.
                
                ALWAYS check record filters. Don't guess.
                
                If the user asks for "my" they always mean either "owner:me" or "owner.worker:me" (check record type filters).
                
                You MAY search into linked `virtual` filters with parenthesis. For instance `org:(country:"United States")` on `ticket` records.
                ALWAYS use the `get_record_types` tool to see what filters you can use for the linked record type.
                
                Use your tools to build and test queries.
                
                Always use the `return_query` tool to return just the query. Then you're done.
                
                <examples>
                org:(country:["Germany","United States"]) created:"big bang to -2 years" owner:me
                </examples>
                
              messages:
                message:
                  role: user
                  content: {{search_query}}
              tools:
                #automation/get_record_types:
                #  uri: cerb:automation:wgm.agent.search.tool.getRecordTypes
                automation/get_record_filters:
                  uri: cerb:automation:wgm.agent.search.tool.getRecordFilters
                automation/test_search_query:
                  uri: cerb:automation:wgm.agent.search.tool.testSearchQuery
                tool/return_query:
                  description: Use this tool to return the generated search query.
                  parameters:
                    string/record_type:
                      description: The record type to search.
                      required@bool: yes
                    string/search_query:
                      description: The generated search query without extra formatting or commentary.
                      required@bool: yes
            on_tool:
              decision/tool:
                outcome/return_query:
                  if@bool: {{__tool.name == 'return_query'}}
                  then:
                    return:
                      search:
                        record_type: {{__tool.parameters.record_type}}
                        query: {{__tool.parameters.search_query}}
                      data:
                        query: {{__tool.parameters.search_query}}
        
                outcome/else:
                  then:
                    await:
                      form:
                        title: Search Agent
                        elements:
                          llmTranscript/prompt_transcript:
                            session_id: {{results.session_id}}
                            tool_labels:
                              get_record_filters@raw:
                                Looking up filters for {{record_type}} records
                              test_search_query@raw:
                                Verifying the {{record_type}} query:
                                {{record_query}}
                              return_query@raw:
                                Returning the query:
                                {{query}}
                          submit:
                            is_automatic@bool: yes
          
      policy_kata@raw:
        commands:
          data.query:
            deny/type@bool: {{query.type != 'record.types'}}
            allow@bool: yes
          llm.agent:
            allow@bool: yes
  automation/tool_get_record_types:
    fields:
      name: wgm.agent.search.tool.getRecordTypes
      extension_id: cerb.trigger.llm.tool
      description: Return a list of record type names and IDs
      script@raw:
        start:
          data.query/getTypes:
            output: results
            inputs:
              query@text:
                type:record.types
                limit:1000
                exclude_custom:no
                options:[search]
                format:dictionaries
          return:
            content@text:
              These record types are available:
              
              {% for record_type in results.data|sort((a,b) => a.uri <=> b.uri) %}
              {{record_type.uri}}: {{record_type.label_plural}}
              {% endfor %}
      policy_kata@raw:
        commands:
          data.query:
            allow@bool: yes
  automation/tool_get_record_filters:
    fields:
      name: wgm.agent.search.tool.getRecordFilters
      extension_id: cerb.trigger.llm.tool
      description: Return a list of filters for a given record type
      script@raw:
        inputs:
          text/record_type:
            type: record_type
            description: The ID of the record type (e.g. `ticket`)
            required@bool: yes
        
        start:
          data.query/getFields:
            output: results
            inputs:
              query@text:
                type:record.filters
                of:{{inputs.record_type}}
                exclude_links:yes
                format:dictionaries
          return:
            content@text:
              These filters are available on `{{inputs.record_type}}` records:
              
              {% for filter_key, filter_data in results.data %}
              ---
              filter: {{filter_key}}
              type: {{filter_data.type}}
              {% if filter_data.examples and filter_data.examples|first is not iterable %}
              examples:
              {{filter_data.examples|join('\n')|indent('* ')}}
              {% elseif filter_data.examples and filter_data.examples[0].type == 'list' %}
              examples:
              {{filter_data.examples[0].values|kata_encode|indent('* ')}}
              {% endif %}
              
              {% endfor %}
      policy_kata@raw:
        commands:
          data.query:
            allow@bool: yes
  automation/tool_test_search_query:
    fields:
      name: wgm.agent.search.tool.testSearchQuery
      extension_id: cerb.trigger.llm.tool
      description@text:
      script@raw:
        inputs:
          text/record_type:
            type: record_type
            description: The record type to search for
            required@bool: yes
          text/record_query:
            type: freeform
            description: The search query to test
            required@bool: yes
        
        start:
          data.query/search:
            output: results
            inputs:
              query@text:
                type:worklist.records
                of:{{inputs.record_type}}
                query:({{inputs.record_query}})
                format:dictionaries
            on_success:
              return:
                content: SUCCESS: Found {{results._.paging.page.rows.of}} records
            on_error:
              return:
                content: ERROR: {{results.error}}
      policy_kata@raw:
        commands:
          data.query:
            deny/type@bool: {{query.type != 'worklist.records'}}
            allow@bool: yes
  toolbar_section/toolbar_search:
    fields:
      name: Search Agent
      toolbar_name: global.search
      priority@int: 0
      is_disabled: 0
      toolbar_kata@raw:
        interaction/c9bghh:
          label: Search with AI
          uri: cerb:automation:wgm.agent.search
          icon: magic
          #hidden@bool: {{row_selections ? 'no' : 'yes'}}
          #badge: 0
          #after:
            #refresh_widgets@list: Actions