workflow:
  name: wgm.ai_agent.ticket_summarize
  description: Summarize ticket history using an LLM
  requirements:
    cerb_plugins: cerberusweb.core,
    cerb_version: >=11.0 <11.2
  version: 2025-05-13T00:00:00Z
  website: https://cerb.ai/resources/workflows/
  config:
    chooser/anthropic_account_id:
      label: Anthropic Account:
      record_type: connected_account
      record_query: anthropic
      multiple@bool: no
records:
  toolbar_section/toolbarRecordProfile:
    fields:
      name: Summarize
      toolbar_name: record.profile
      priority@int: 100
      is_disabled: 0
      toolbar_kata@raw:
        interaction/summarize:
          label: Summarize
          uri: cerb:automation:wgm.ai_agent.ticket_summarize.interaction
          icon: notes
          hidden@bool: {{record__context is not record type ('ticket')}}
          inputs:
            ticket: {{record_id}}
          after:
            refresh_widgets@csv: Conversation
            refresh_toolbar@bool: no
  automation/scriptLlmSummarize:
    fields:
      name: wgm.ai_agent.ticket_summarize.interaction
      extension_id: cerb.trigger.interaction.worker
      description@text:
      script@raw:
        inputs:
          record/ticket:
            record_type: ticket
            required@bool: yes

        start:
          set:
            config@json: {{cerb_workflow_config('wgm.ai_agent.ticket_summarize')|json_encode}}

          await/start:
            form:
              title: Ticket Summary
              elements:
                say:
                  content@text:
                    Summarizing...
                    --------------
                submit:
                  is_automatic@bool: yes

          record.search/msgs:
            output: messages
            inputs:
              record_type: message
              record_query: ticket.id:${ticket_id} sort:id limit:50
              record_query_params:
                ticket_id: {{inputs.ticket.id}}
              record_expand: headers,content

          llm.agent:
            output: results
            inputs:
              llm:
                #aws_bedrock:
                #  api_endpoint_url: https://bedrock-runtime.us-west-2.amazonaws.com
                #  authentication: cerb:connected_account:{{config.aws_account_id}}
                #  model: anthropic.claude-3-5-haiku-20241022-v1:0
                anthropic:
                  model: claude-3-5-haiku-latest
                  authentication: cerb:connected_account:{{config.anthropic_account_id}}
              system_prompt@text:
                You are a helpful AI assistant who summarizes long threaded email conversations into a single detailed paragraph.
                Your response will be stored as a summary on helpdesk tickets. Don't start "Here's a summary".
                Just respond with the summarized conversation.
                For instance: "Bob asked how to configure the software to show his signature at the top rather than the bottom..."
              messages:
                message:
                  role: user
                  content@text:
                    Summarize this conversation:

                    {% for message in messages %}
                    -------------------------------------------------------
                    ```rfc822
                    From: {{message.headers.from}} {% if message.sender_org_id %}from {{message.sender.org__label}}{% endif %}

                    To: {{message.headers.to}}
                    Subject: {{message.headers.subject}}
                    Date: {{message.headers.date}}

                    {{message.content|strip_lines(prefixes='>')|truncate(5000)}}
                    ```

                    {% endfor %}

          record.create/comment:
            output: record_comment
            inputs:
              record_type: comment
              fields:
                author__context: app
                author_id@int: 0
                target__context: ticket
                target_id@int: {{inputs.ticket.id}}
                is_pinned@int: 1
                is_markdown@int: 1
                comment@text:
                  ### Summary

                  {{results.messages|first.content}}
          await:
            form:
              title: Ticket Summary
              elements:
                textarea/prompt_textarea:
                  default: {{results.messages|first.content}}
      policy_kata@raw:
        commands:
          llm.agent:
            allow@bool: yes
          record.search:
            deny/type@bool: {{inputs.record_type is not record type ('message')}}
            allow@bool: yes
          record.create:
            deny/type@bool: {{inputs.record_type is not record type ('comment')}}
            allow@bool: yes