feat: add advanced reasoning to main

bin/delete-data.apex

@@ -17,3 +17,4 @@ delete [SELECT Id FROM ASR_Shopping_Cart__c];
 delete [SELECT Id FROM ASR_Survey_Log__c];
 delete [SELECT Id FROM ASR_Task__c];
 delete [SELECT Id FROM ASR_Transaction_Log__c];
+delete [SELECT Id FROM ASR_Order__c];

data/advanced-reasoning-account.json

@@ -0,0 +1,27 @@
+{
+    "records": [
+        {
+            "attributes": {
+                "type": "Account",
+                "referenceId": "acc_adv_reasoning"
+            },
+            "Name": "Pinnacle Solutions Inc",
+            "Churn_Risk_Score__c": 0.5,
+            "Contacts": {
+                "records": [
+                    {
+                        "attributes": {
+                            "type": "Contact",
+                            "referenceId": "con_adv_reasoning"
+                        },
+                        "FirstName": "Sarah",
+                        "LastName": "Mitchell",
+                        "User_ID__c": "USER-12345",
+                        "Loyalty_Status__c": "Gold",
+                        "Lifetime_Value__c": 1500.0
+                    }
+                ]
+            }
+        }
+    ]
+}

data/advanced-reasoning-case.json

@@ -0,0 +1,22 @@
+{
+    "records": [
+        {
+            "attributes": {
+                "type": "Case",
+                "referenceId": "case_adv1"
+            },
+            "Subject": "Unable to access premium features",
+            "Status": "Open",
+            "ContactId": "@con_adv_reasoning"
+        },
+        {
+            "attributes": {
+                "type": "Case",
+                "referenceId": "case_adv2"
+            },
+            "Subject": "Subscription renewal inquiry",
+            "Status": "Closed",
+            "ContactId": "@con_adv_reasoning"
+        }
+    ]
+}

data/advanced-reasoning-order.json

@@ -0,0 +1,22 @@
+{
+    "records": [
+        {
+            "attributes": {
+                "type": "ASR_Order__c",
+                "referenceId": "order_adv1"
+            },
+            "AccountId__c": "@acc_adv_reasoning",
+            "TotalAmount__c": 500.0,
+            "EffectiveDate__c": "2024-12-15"
+        },
+        {
+            "attributes": {
+                "type": "ASR_Order__c",
+                "referenceId": "order_adv2"
+            },
+            "AccountId__c": "@acc_adv_reasoning",
+            "TotalAmount__c": 750.0,
+            "EffectiveDate__c": "2024-11-15"
+        }
+    ]
+}

data/data-plan.json

@@ -11,6 +11,12 @@
         "resolveRefs": false,
         "files": ["commerce-account.json"]
     },
+    {
+        "sobject": "Account",
+        "saveRefs": true,
+        "resolveRefs": false,
+        "files": ["advanced-reasoning-account.json"]
+    },
     {
         "sobject": "ASR_Product__c",
         "saveRefs": true,
@@ -83,6 +89,18 @@
         "resolveRefs": false,
         "files": ["service-case.json"]
     },
+    {
+        "sobject": "ASR_Order__c",
+        "saveRefs": true,
+        "resolveRefs": true,
+        "files": ["advanced-reasoning-order.json"]
+    },
+    {
+        "sobject": "Case",
+        "saveRefs": true,
+        "resolveRefs": true,
+        "files": ["advanced-reasoning-case.json"]
+    },
     {
         "sobject": "ASR_Agent_Event_Log__c",
         "saveRefs": false,

force-app/future_recipes/advancedReasoningPatterns/README.md → force-app/main/04_architecturalPatterns/advancedReasoningPatterns/README.md

@@ -320,9 +320,9 @@ This lets the LLM extract the user_id from conversation and store it.
 ### Example: Customer Intelligence
 
 ```text
-User: Show insights for my customer U001
+User: Show insights for my customer USER-12345
 
-[LLM calls set_user_id with user_id="U001"]
+[LLM calls set_user_id with user_id="USER-12345"]
 
 [before_reasoning triggers data loading:]
   - fetch_user_profile → profile data

force-app/future_recipes/advancedReasoningPatterns/aiAuthoringBundles/AdvancedReasoningPatterns/AdvancedReasoningPatterns.agent → force-app/main/04_architecturalPatterns/advancedReasoningPatterns/aiAuthoringBundles/AdvancedReasoningPatterns/AdvancedReasoningPatterns.agent

@@ -1,10 +1,14 @@
-# AdvancedReasoningPatterns
 # Demonstrates complex dynamic reasoning with multiple data sources
+system:
+   messages:
+      welcome: "Welcome! I provide personalized insights based on your complete customer profile."
+      error: "I had trouble performing the action. Please try again."
+   instructions: "You are an advanced agent that synthesizes multiple data sources for intelligent recommendations."
 
 config:
-   agent_name: "AdvancedReasoningPatterns"
-   agent_label: "AdvancedReasoningPatterns"
-   description: "Demonstrates advanced reasoning with dynamic instructions and complex logic"
+    agent_name: "AdvancedReasoningPatterns"
+    agent_label: "AdvancedReasoningPatterns"
+    description: "Demonstrates advanced reasoning with dynamic instructions and complex logic"
 
 variables:
    # User context
@@ -31,12 +35,6 @@ variables:
    recommended_actions: mutable object = {}
       description: "AI-generated list of recommended next actions for the customer"
 
-system:
-   messages:
-      welcome: "Welcome! I provide personalized insights based on your complete customer profile."
-      error: "I had trouble performing the action. Please try again."
-   instructions: "You are an advanced agent that synthesizes multiple data sources for intelligent recommendations."
-
 start_agent topic_selector:
    description: "Welcome users and begin providing intelligent insights"
 
@@ -49,6 +47,88 @@ start_agent topic_selector:
 topic intelligent_insights:
    description: "Provides intelligent insights by synthesizing multiple data sources including your profile, account data, order history, and support tickets. Let me know your customer ID to load your complete customer intelligence dashboard."
 
+   before_reasoning:
+      # Fetch profile if we have user_id
+      if @variables.user_id!="":
+         run @actions.fetch_user_profile
+            with user_id=@variables.user_id
+            set @variables.user_profile = @outputs.profile
+         # Chain additional data fetches
+         run @actions.fetch_account_data
+            with user_id=@variables.user_id
+            set @variables.account_data = @outputs.account
+         run @actions.fetch_order_history
+            with user_id=@variables.user_id
+            with limit=10
+            set @variables.recent_orders = @outputs.orders
+         run @actions.fetch_support_history
+            with user_id=@variables.user_id
+            set @variables.support_history = @outputs.tickets
+         # Compute insights
+         run @actions.calculate_customer_value
+            with user_id=@variables.user_id
+            with orders=@variables.recent_orders
+            set @variables.customer_lifetime_value = @outputs.clv
+            set @variables.loyalty_status = @outputs.loyalty_tier
+         run @actions.assess_churn_risk
+            with account=@variables.account_data
+            with orders=@variables.recent_orders
+            with support_tickets=@variables.support_history
+            set @variables.churn_risk_score = @outputs.risk_score
+         run @actions.generate_recommendations
+            with profile=@variables.user_profile
+            with clv=@variables.customer_lifetime_value
+            with churn_risk=@variables.churn_risk_score
+            set @variables.recommended_actions = @outputs.recommendations
+
+   reasoning:
+      # Build dynamic instructions based on loaded data
+      instructions: ->
+         | Customer Intelligence Dashboard
+
+         if @variables.user_id=="":
+            | Ask the user for customer ID to view personalized insights. Do not proceed until you have the customer ID.
+              Use {!@actions.set_user_id} to update the user_id variable and set context. Once you have the user Id use {!@actions.load_customer_data} to refresh the dashboard.
+
+         if @variables.user_id!="" and @variables.user_profile:
+            | Customer Profile:
+         if @variables.user_profile:
+            | Name: {!@variables.user_profile.name}
+              - Loyalty Status: {!@variables.loyalty_status}
+              - Lifetime Value: ${!@variables.customer_lifetime_value}
+         else:
+            | Name: "N/A"
+
+            | Account Health:
+         if @variables.churn_risk_score < 0.3:
+            | ✅ Low churn risk ({!@variables.churn_risk_score}%)
+         if @variables.churn_risk_score >= 0.3 and @variables.churn_risk_score < 0.7:
+            | ⚠️ Moderate churn risk ({!@variables.churn_risk_score}%)
+         if @variables.churn_risk_score >= 0.7:
+            | 🚨 High churn risk ({!@variables.churn_risk_score}%)
+
+         | Recent Activity:
+         if @variables.recent_orders:
+            | Orders (last 30 days):
+              {!@variables.recent_orders}
+         if @variables.support_history:
+            | Support Tickets:
+              {!@variables.support_history}
+
+         if @variables.recommended_actions:
+            | Recommended Actions:
+              {!@variables.recommended_actions}
+
+         | What would you like to know more about?
+
+      actions:
+         # Load all data sources before reasoning
+         load_customer_data: @actions.fetch_user_profile
+            with user_id=...
+
+         set_user_id: @utils.setVariables
+            description: "Set the user ID to load customer data"
+            with user_id=...
    actions:
       fetch_user_profile:
          description: "Fetch complete user profile"
@@ -136,85 +216,4 @@ topic intelligent_insights:
                description: "List of personalized action recommendations for engaging and retaining the customer"
          target: "flow://GenerateRecommendations"
 
-   # Load all data sources before reasoning
-   before_reasoning:
-      # Fetch profile if we have user_id
-      if @variables.user_id!="":
-         run @actions.fetch_user_profile
-            with user_id=@variables.user_id
-            set @variables.user_profile = @outputs.profile
-         # Chain additional data fetches
-         run @actions.fetch_account_data
-            with user_id=@variables.user_id
-            set @variables.account_data = @outputs.account
-         run @actions.fetch_order_history
-            with user_id=@variables.user_id
-            with limit=10
-            set @variables.recent_orders = @outputs.orders
-         run @actions.fetch_support_history
-            with user_id=@variables.user_id
-            set @variables.support_history = @outputs.tickets
-         # Compute insights
-         run @actions.calculate_customer_value
-            with user_id=@variables.user_id
-            with orders=@variables.recent_orders
-            set @variables.customer_lifetime_value = @outputs.clv
-            set @variables.loyalty_status = @outputs.loyalty_tier
-         run @actions.assess_churn_risk
-            with account=@variables.account_data
-            with orders=@variables.recent_orders
-            with support_tickets=@variables.support_history
-            set @variables.churn_risk_score = @outputs.risk_score
-         run @actions.generate_recommendations
-            with profile=@variables.user_profile
-            with clv=@variables.customer_lifetime_value
-            with churn_risk=@variables.churn_risk_score
-            set @variables.recommended_actions = @outputs.recommendations
-
-   reasoning:
-      # Build dynamic instructions based on loaded data
-      instructions:->
-         | Customer Intelligence Dashboard
-
-         if @variables.user_id=="":
-            | Ask the user for customer ID to view personalized insights. Do not proceed until you have the customer ID.
-              Use {!@actions.set_user_id} to update the context and {!@actions.load_customer_data} to refresh the dashboard.
-
-         if @variables.user_id!="" and @variables.user_profile:
-            | Customer Profile:
-         if @variables.user_profile:
-            | Name: {!@variables.user_profile.name}
-              - Loyalty Status: {!@variables.loyalty_status}
-              - Lifetime Value: ${!@variables.customer_lifetime_value}
-         else:
-            | Name: "N/A"
-
-            | Account Health:
-         if @variables.churn_risk_score < 0.3:
-            | ✅ Low churn risk ({!@variables.churn_risk_score}%)
-         if @variables.churn_risk_score >= 0.3 and @variables.churn_risk_score < 0.7:
-            | ⚠️ Moderate churn risk ({!@variables.churn_risk_score}%)
-         if @variables.churn_risk_score >= 0.7:
-            | 🚨 High churn risk ({!@variables.churn_risk_score}%)
-
-         | Recent Activity:
-         if @variables.recent_orders:
-            | Orders (last 30 days):
-              {!@variables.recent_orders}
-         if @variables.support_history:
-            | Support Tickets:
-              {!@variables.support_history}
-
-         if @variables.recommended_actions:
-            | Recommended Actions:
-              {!@variables.recommended_actions}
-
-         | What would you like to know more about?
-
-      actions:
-         load_customer_data: @actions.fetch_user_profile
-            with user_id=...
-
-         set_user_id: @utils.setVariables
-            description: "Set the user ID to load customer data"
-            with user_id=...
+