Opey insight bar, insights, edit mehtod-routings, mandates.

Author: simonredfern

remaining_site_map_pages.md

@@ -0,0 +1,114 @@
+# Pages Missing from SITE_MAP
+
+Pages that exist under `src/routes/(protected)/` but have no entry in `SITE_MAP` (in `src/lib/utils/roleChecker.ts`), meaning they render without the `PageRoleCheck` widget.
+
+Excludes `/user` (profile) and `/user/site-map` which are user-facing and don't need OBP role guards.
+
+---
+
+## RBAC
+
+| Route | Description |
+|---|---|
+| `/rbac/roles/[role]` | View individual role detail |
+| `/rbac/banks` | RBAC banks view |
+
+## System
+
+| Route | Description |
+|---|---|
+| `/system/webui-props` | List WebUI properties (create/edit/delete are covered) |
+| `/system/signal-publish` | Publish signal |
+
+## Consumers
+
+| Route | Description |
+|---|---|
+| `/consumers/[consumer_id]/rate-limits` | List rate limits for a consumer |
+| `/consumers/[consumer_id]/rate-limits/create` | Create rate limit |
+
+## Metrics
+
+| Route | Description |
+|---|---|
+| `/metrics` | Metrics dashboard |
+| `/aggregate-metrics` | Aggregate metrics dashboard |
+
+## Banks
+
+| Route | Description |
+|---|---|
+| `/banks` | List banks |
+| `/banks/[bankId]` | View bank details |
+
+## API Collections
+
+| Route | Description |
+|---|---|
+| `/api-collections` | List API collections |
+| `/api-collections/create` | Create API collection |
+| `/api-collections/[collection_id]` | View API collection |
+| `/api-collections/[collection_id]/edit` | Edit API collection |
+| `/api-collections/[collection_id]/delete` | Delete API collection |
+
+## Products
+
+| Route | Description |
+|---|---|
+| `/products` | List products |
+| `/products/create` | Create product |
+| `/products/[bank_id]/[product_code]` | View product detail |
+| `/products/[bank_id]/[product_code]/edit` | Edit product |
+| `/products/bootstrap` | Bootstrap products |
+| `/products/collections` | Product collections |
+| `/products/financial` | Financial products |
+| `/products/help` | Products help/documentation |
+
+## Account Access
+
+| Route | Description |
+|---|---|
+| `/account-access/accounts` | List accounts |
+| `/account-access/system-views` | List system views (create/edit are covered) |
+| `/account-access/system-views/[view_id]` | View system view detail |
+| `/account-access/custom-views` | List custom views (create is covered) |
+| `/account-access/custom-views/[view_id]` | View custom view detail |
+
+## Dynamic Endpoints
+
+| Route | Description |
+|---|---|
+| `/dynamic-endpoints/bank` | List bank-level dynamic endpoints |
+| `/dynamic-endpoints/bank/[bank_id]/create` | Create bank dynamic endpoint |
+| `/dynamic-endpoints/bank/[bank_id]/[id]` | View/edit bank dynamic endpoint |
+| `/dynamic-endpoints/system` | List system dynamic endpoints |
+| `/dynamic-endpoints/system/create` | Create system dynamic endpoint |
+| `/dynamic-endpoints/system/[id]` | View/edit system dynamic endpoint |
+
+## Dynamic Entities
+
+| Route | Description |
+|---|---|
+| `/dynamic-entities/system` | List system dynamic entities (diagnostics is covered) |
+| `/dynamic-entities/system/create` | Create system dynamic entity |
+| `/dynamic-entities/system/[id]` | View system dynamic entity detail |
+| `/dynamic-entities/system/[id]/crud` | CRUD operations for system dynamic entity |
+| `/dynamic-entities/system/openapi-json` | OpenAPI JSON export |
+| `/dynamic-entities/system/openapi-yaml` | OpenAPI YAML export |
+| `/dynamic-entities/personal` | List personal dynamic entities |
+| `/dynamic-entities/personal/[entityName]` | View personal dynamic entity |
+
+## Users
+
+| Route | Description |
+|---|---|
+| `/users/[user_id]/unlock` | Unlock user by ID (duplicate of `/users/[provider]/[username]/unlock`?) |
+| `/users/[user_id]/lock` | Lock user by ID (duplicate of `/users/[provider]/[username]/lock`?) |
+| `/user-invitations` | User invitations |
+
+## User (own account — may not need admin role guards)
+
+| Route | Description |
+|---|---|
+| `/user/consents` | User's own consents |
+| `/user/entitlements` | User's own entitlements |

src/lib/components/OpeyInsightBar.svelte

@@ -3,6 +3,7 @@
   import { onMount } from "svelte";
   import { insightService } from "$lib/opey/services/InsightService";
   import { pageDataSummary } from "$lib/stores/pageDataSummary.svelte";
+  import { pageHeading } from "$lib/stores/pageHeading.svelte";
 
   let { pathname, pageContext }: { pathname: string; pageContext: string } = $props();
 
@@ -11,13 +12,24 @@
   let loading = $state(true);
 
   onMount(() => {
-    // Clear any stale summary from the previous page
+    // Clear any stale data from the previous page
     pageDataSummary.clear();
-    // Wait a moment for the page to load its data and call pageDataSummary.set()
+    pageHeading.clear();
+    // Wait a moment for the page to load its data and call pageDataSummary.set() / pageHeading.set()
     const timer = setTimeout(() => fetchInsight(), 1500);
     return () => clearTimeout(timer);
   });
 
+  let displayLabel = $derived(
+    pageHeading.value ? `${pageContext}: ${pageHeading.value}` : pageContext
+  );
+
+  let askPrompt = $derived(
+    pageHeading.value
+      ? `Tell me about the ${pageContext} ${pageHeading.value}`
+      : insightText
+  );
+
   async function fetchInsight() {
     loading = true;
 
@@ -33,9 +45,9 @@
       // Ask Opey for a short insight based on notebook + current page
       const insight = await insightService.getInsight(pageContext, recentNotes);
 
-      insightText = insight || pageContext;
+      insightText = insight || displayLabel;
     } catch {
-      insightText = pageContext;
+      insightText = displayLabel;
     } finally {
       loading = false;
     }
@@ -53,9 +65,15 @@
       <span class="flex-1 text-surface-500">Opey is thinking...</span>
     {:else}
       <MessageCircle class="size-4 shrink-0 text-tertiary-500" />
-      <span class="flex-1">{insightText}</span>
+      <span class="flex-1">
+        {#if pageHeading.value}
+          <strong>{displayLabel}</strong> — {insightText}
+        {:else}
+          {insightText}
+        {/if}
+      </span>
       <a
-        href="/?ask={encodeURIComponent(insightText)}"
+        href="/?ask={encodeURIComponent(askPrompt)}"
         data-testid="opey-insight-ask-button"
         class="btn btn-sm preset-tonal-tertiary shrink-0"
       >

src/lib/config/insightMessages.ts

@@ -5,7 +5,7 @@
 
 const routeDescriptions: Array<{ pattern: RegExp; description: string }> = [
   { pattern: /^\/banks\/create$/, description: "Create Bank" },
-  { pattern: /^\/banks\/([^/]+)\/([^/]+)/, description: "Bank detail" },
+  { pattern: /^\/banks\/(?!create$)[^/]+/, description: "Bank" },
   { pattern: /^\/banks$/, description: "Banks list" },
   { pattern: /^\/users$/, description: "Users list" },
   { pattern: /^\/consumers$/, description: "API Consumers list" },
@@ -38,6 +38,7 @@ const routeDescriptions: Array<{ pattern: RegExp; description: string }> = [
   { pattern: /^\/dynamic-endpoints/, description: "Dynamic Endpoints" },
   { pattern: /^\/customers\/individual/, description: "Individual Customers" },
   { pattern: /^\/customers\/corporate/, description: "Corporate Customers" },
+  { pattern: /^\/customers\/[^/]+\/[^/]+/, description: "Customer" },
   { pattern: /^\/customers/, description: "Customers" },
   { pattern: /^\/account-access\/system-views/, description: "System Views" },
   { pattern: /^\/account-access\/custom-views/, description: "Custom Views" },

src/lib/stores/pageHeading.svelte.ts

@@ -0,0 +1,19 @@
+/**
+ * A simple reactive store for the current page's entity heading.
+ * Pages set this to the name/title of the entity being viewed
+ * (e.g. "Singapore BioTech Solutions Pte Ltd" on a customer page).
+ *
+ * The Opey Insight Bar reads this to enrich its display and "Ask Opey" prompt.
+ *
+ * Usage from any page:
+ *   import { pageHeading } from '$lib/stores/pageHeading.svelte';
+ *   pageHeading.set("Singapore BioTech Solutions Pte Ltd");
+ */
+
+let heading = $state("");
+
+export const pageHeading = {
+	get value() { return heading; },
+	set(text: string) { heading = text; },
+	clear() { heading = ""; },
+};

src/routes/(protected)/account-access/accounts/[bank_id]/[account_id]/[view_id]/+page.svelte

@@ -5,6 +5,7 @@
   import MissingRoleAlert from "$lib/components/MissingRoleAlert.svelte";
 
   import { pageDataSummary } from "$lib/stores/pageDataSummary.svelte";
+  import { pageHeading } from "$lib/stores/pageHeading.svelte";
 
   let { data }: { data: any } = $props();
 
@@ -50,6 +51,7 @@
       const views = account.views_available?.length || 0;
       const label = account.label || account.account_id || "";
       pageDataSummary.set(`Viewing account ${label} at ${account.bank_id}, ${views} views available`);
+      pageHeading.set(label);
     }
   });
   let hasAccountAccess = $state<boolean | null>(null);

src/routes/(protected)/banks/[bankId]/+page.svelte

@@ -5,6 +5,7 @@
   import { invalidateAll } from "$app/navigation";
   import { currentBank } from "$lib/stores/currentBank.svelte";
   import { pageDataSummary } from "$lib/stores/pageDataSummary.svelte";
+  import { pageHeading } from "$lib/stores/pageHeading.svelte";
 
   let { data }: { data: PageData } = $props();
 
@@ -14,6 +15,7 @@
     if (bank) {
       const attrs = bank.bank_attributes?.length || 0;
       pageDataSummary.set(`Viewing bank ${bank.full_name} (${bank.bank_id}, code: ${bank.bank_code})${attrs ? `, ${attrs} attributes` : ""}`);
+      pageHeading.set(bank.full_name);
     }
   });
 

src/routes/(protected)/consumers/[consumer_id]/edit/+page.svelte

@@ -5,6 +5,7 @@
   import { currentBank } from "$lib/stores/currentBank.svelte";
 
   import { pageDataSummary } from "$lib/stores/pageDataSummary.svelte";
+  import { pageHeading } from "$lib/stores/pageHeading.svelte";
 
   let { data, form } = $props();
 
@@ -15,6 +16,7 @@
     if (consumer) {
       const status = consumer.enabled ? "enabled" : "disabled";
       pageDataSummary.set(`Viewing consumer ${consumer.app_name || consumer.consumer_id} (${status}), ${scopes.length} scopes`);
+      pageHeading.set(consumer.app_name || consumer.consumer_id);
     }
   });
   let availableRoles = $derived(data.availableRoles || []);

src/routes/(protected)/customers/[bank_id]/[customer_id]/+page.svelte

@@ -36,6 +36,7 @@
   }
 
   import { pageDataSummary } from "$lib/stores/pageDataSummary.svelte";
+  import { pageHeading } from "$lib/stores/pageHeading.svelte";
 
   let customer = $state<CustomerDetail | null>(null);
   let loading = $state(false);
@@ -46,6 +47,7 @@
       const kyc = customer.kyc_status ? "KYC complete" : "KYC incomplete";
       const attrs = customer.customer_attributes?.length || 0;
       pageDataSummary.set(`Viewing customer ${customer.legal_name} at ${customer.bank_id}, ${kyc}, ${attrs} attributes`);
+      pageHeading.set(customer.legal_name);
     }
   });