ChatterActionItemParser

/**
 * ChatterActionItemParser
 * 
 * Invocable Apex class designed to be called from a Salesforce Flow.
 * Accepts a chatter summary (e.g., from an AI prompt summarization) and
 * parses out numbered action items, returning them as a List<String>
 * that can be iterated in a Flow Loop to create Tasks.
 *
 * Supported formats:
 *   1. Action item text
 *   2. Action item text
 *   - Action item text
 *   * Action item text
 *
 * Multi-line action items are concatenated until the next item or end of text.
 */
public with sharing class ChatterActionItemParser {

    // ── Flow Input ──────────────────────────────────────────────────────
    public class ActionItemRequest {
        @InvocableVariable(label='Chatter Summary Text' description='The full AI-generated chatter summary containing action items' required=true)
        public String summaryText;
    }

    // ── Flow Output ─────────────────────────────────────────────────────
    public class ActionItemResult {
        @InvocableVariable(label='Action Items' description='Ordered list of parsed action items')
        public List<String> actionItems;

        @InvocableVariable(label='Item Count' description='Number of action items found')
        public Integer itemCount;

        @InvocableVariable(label='Success' description='Whether parsing completed without error')
        public Boolean success;

        @InvocableVariable(label='Error Message' description='Error details if parsing failed')
        public String errorMessage;
    }

    // ── Invocable Method ────────────────────────────────────────────────
    @InvocableMethod(
        label='Parse Chatter Action Items'
        description='Extracts numbered/bulleted action items from an AI chatter summary and returns them as a string collection for Flow iteration.'
        category='Chatter Utilities'
    )
    public static List<ActionItemResult> parseActionItems(List<ActionItemRequest> requests) {
        List<ActionItemResult> results = new List<ActionItemResult>();

        for (ActionItemRequest req : requests) {
            ActionItemResult result = new ActionItemResult();
            result.actionItems = new List<String>();
            result.success = true;

            try {
                if (String.isBlank(req.summaryText)) {
                    result.success = false;
                    result.errorMessage = 'Summary text is blank or null.';
                    result.itemCount = 0;
                    results.add(result);
                    continue;
                }

                result.actionItems = extractActionItems(req.summaryText);
                result.itemCount = result.actionItems.size();

            } catch (Exception ex) {
                result.success = false;
                result.errorMessage = ex.getMessage();
                result.itemCount = 0;
            }

            results.add(result);
        }

        return results;
    }

    // ── Core Parsing Logic ──────────────────────────────────────────────

    /**
     * Extracts action items from the summary text.
     * Looks for a header line (e.g., "Action items" / "action items include:")
     * then parses numbered (1. 2. 3.) or bulleted (- / *) list entries.
     * Multi-line items are joined with a space.
     */
    @TestVisible
    private static List<String> extractActionItems(String summaryText) {
        List<String> items = new List<String>();

        // Normalize line breaks
        String normalized = summaryText.replace('\r\n', '\n').replace('\r', '\n');
        List<String> lines = normalized.split('\n');

        // Regex patterns
        // Numbered item:  "1. Some text" or "1) Some text"
        // Bulleted item:  "- Some text" or "* Some text"
        String numberedPattern = '^\\s*\\d+[.\\)]\\s+(.+)';
        String bulletPattern   = '^\\s*[-*]\\s+(.+)';

        // Determine where the action items section begins.
        // We look for a line containing "action item" (case-insensitive).
        Integer startIndex = 0;
        for (Integer i = 0; i < lines.size(); i++) {
            if (lines[i].toLowerCase().contains('action item')) {
                startIndex = i + 1; // start parsing from the line after the header
                break;
            }
        }

        // If no header found, scan the entire text for list items
        if (startIndex == 0) {
            startIndex = 0;
        }

        String currentItem = null;

        for (Integer i = startIndex; i < lines.size(); i++) {
            String line = lines[i];
            String trimmed = line.trim();

            // Skip empty lines between items
            if (String.isBlank(trimmed)) {
                // If we have a pending item, finalize it
                if (currentItem != null) {
                    items.add(currentItem.trim());
                    currentItem = null;
                }
                continue;
            }

            // Check for numbered item
            Boolean isNumbered = Pattern.matches(numberedPattern, trimmed);
            // Check for bulleted item
            Boolean isBulleted = Pattern.matches(bulletPattern, trimmed);

            if (isNumbered || isBulleted) {
                // Save any previous item
                if (currentItem != null) {
                    items.add(currentItem.trim());
                }

                // Extract the text after the marker
                if (isNumbered) {
                    currentItem = trimmed.replaceFirst('^\\s*\\d+[.\\)]\\s+', '');
                } else {
                    currentItem = trimmed.replaceFirst('^\\s*[-*]\\s+', '');
                }
            } else if (currentItem != null) {
                // Continuation line for a multi-line action item
                currentItem += ' ' + trimmed;
            }
            // Lines before any list item starts (and after the header) are ignored
        }

        // Don't forget the last item
        if (currentItem != null) {
            items.add(currentItem.trim());
        }

        return items;
    }
}