@ai-matrx/records-ui 0.41.0 → 0.43.0

package/CHANGELOG.md

@@ -1,5 +1,72 @@
 # Changelog — @ai-matrx/records-ui
 
+## 0.43.0
+
+**Five headings carrying the store's real counts, over five empty columns.**
+
+Measured in the real app (lane SCREENS-2, 2026-09-20) on a dental practice's
+treatment plans, immediately after 0.42.0 made the board reachable at all: it
+drew *Proposed 4*, *Insurance review 3*, *Scheduled 2 / 2* — and every column was
+empty. That is the worst thing a screen can do. A heading that says four over a
+column that shows none, with nothing anywhere saying the two disagree.
+
+**A real disagreement about what a cell holds.** `PipelineStage.key` is documented
+as "what a cell holds" and `custom.pipeline_board` keys its columns that way
+(`stage_key: "proposed"`). `custom.read_records` answers the LABEL in the cell and
+puts the key BESIDE it:
+
+```json
+{"stage": "Proposed", "_choices": {"stage": {"key": "proposed", "label": "Proposed"}}}
+```
+
+so `cardsByStage.get(stage.key)` matched nothing, for every row, on every pipeline.
+
+`stageOfCard` is the one seam that decides it and it asks the ROW's own resolved
+choice first, never the wording. Two fallbacks follow, because a cell may
+legitimately hold the key (an agent wrote it) or only the label (an import did),
+and neither is a reason to lose a card.
+
+**And a card with nowhere to go is now SAID.** A retired stage, or a value an
+import wrote that is not one of the board's choices, used to vanish — a board
+quietly one card short is the same lie as the heading that disagreed with its
+column. The board names them and says how to move one.
+
+`src/pipeline-cards.test.tsx` — five clauses, all red on 0.42.0's bytes.
+
+**Consumer action:** none.
+
+## 0.42.0
+
+**A pipeline table opened as "pick a column", and the board it already had was
+unreachable.**
+
+Measured in the real app (lane SCREENS-2, 2026-09-20) against a real pipeline —
+five stages, a moves rule, a requires rule and a WIP limit of 2.
+`custom.pipeline_read` answered `is_pipeline: true` with `stage_field: "stage"`,
+every rule beside it, and the kanban drew
+
+> A kanban board needs a Field to make its columns from — pick one and the board
+> appears.
+
+Two things stacked. `Board`'s "no grouping field" gate sat ABOVE its pipeline
+branch, and `useIsPipeline` answered `stage.key === groupField` — so a table was
+only a pipeline once somebody had ALREADY guessed which column to group by. The
+store knew the answer the whole time and the screen asked the person for it. A
+board nobody can reach without knowing the answer in advance is not a board.
+
+The stage column is now the TABLE's own answer (`custom.table_stage_field`), used
+both to know the table is a pipeline and to know which column its columns come
+from. A view that names its own grouping column still wins — grouping a pipeline
+by its owner is a real thing to want, and it draws the plain board of that column
+and says so. While the table has not answered, NOTHING is claimed in either
+direction: the "pick one" sentence would be a question about to answer itself.
+
+`src/pipeline-reach.test.tsx` is at the one seam that decides it
+(`boardColumnChoice`, exported for exactly that reason) and all four clauses fail
+on 0.41.0's bytes.
+
+**Consumer action:** none. `ViewSwitcher`'s props are unchanged.
+
 ## 0.41.0
 
 **The last two product screens that could not work at all, rewritten against the

package/dist/index.cjs

@@ -5029,6 +5029,27 @@ var import_react38 = require("react");
 var import_react39 = require("@ai-matrx/records/react");
 var import_design_system18 = require("@ai-matrx/design-system");
 var import_jsx_runtime20 = require("react/jsx-runtime");
+var UNPLACED = "\0unplaced";
+function stageOfCard(row, stageKey, stages) {
+  const document2 = row.document ?? {};
+  const choices = document2["_choices"];
+  if (choices && typeof choices === "object") {
+    const chosen = choices[stageKey];
+    if (chosen && typeof chosen === "object") {
+      const key = chosen["key"];
+      if (typeof key === "string" && key !== "") {
+        return stages.some((s) => s.key === key) ? key : null;
+      }
+    }
+  }
+  const raw = document2[stageKey];
+  if (raw === null || raw === void 0 || raw === "") return null;
+  const said = String(raw).trim();
+  const byKey = stages.find((s) => s.key === said);
+  if (byKey) return byKey.key;
+  const byLabel = stages.find((s) => s.label.toLowerCase() === said.toLowerCase());
+  return byLabel ? byLabel.key : null;
+}
 function PipelineBoard({
   tableId,
   rows,
@@ -5078,12 +5099,12 @@ function PipelineBoard({
     const map = /* @__PURE__ */ new Map();
     if (!stageKey) return map;
     for (const row of rows) {
-      const raw = (row.document ?? {})[stageKey];
-      const key = raw === null || raw === void 0 || raw === "" ? "" : String(raw);
-      map.set(key, [...map.get(key) ?? [], row]);
+      const key = stageOfCard(row, stageKey, definition?.stages ?? []);
+      map.set(key ?? UNPLACED, [...map.get(key ?? UNPLACED) ?? [], row]);
     }
     return map;
-  }, [rows, stageKey]);
+  }, [rows, stageKey, definition?.stages]);
+  const unplaced = cardsByStage.get(UNPLACED) ?? [];
   const all = fields.data ?? [];
   const titleField = (0, import_react38.useMemo)(
     () => all.find((f) => f.key !== stageKey) ?? all[0],
@@ -5230,7 +5251,14 @@ function PipelineBoard({
         },
         stage.key
       );
-    }) })
+    }) }),
+    unplaced.length > 0 ? /* @__PURE__ */ (0, import_jsx_runtime20.jsxs)("p", { className: "text-xs text-muted-foreground", "data-testid": "pipeline-unplaced", children: [
+      unplaced.length === 1 ? "One record is" : `${unplaced.length} records are`,
+      " not in any of these columns \u2014 ",
+      unplaced.slice(0, 3).map((r) => rowName(r, titleField?.key ?? null, "Untitled")).join(", "),
+      unplaced.length > 3 ? ` and ${unplaced.length - 3} more` : "",
+      ". Their stage is not one this pipeline offers, so nothing here can draw them; open one from the grid to move it."
+    ] }) : null
   ] });
 }
 function formatTotal(total) {
@@ -5439,7 +5467,7 @@ function offerableFields(all, want) {
     return kind === "datetime" || kind === "date";
   });
 }
-function useIsPipeline(tableId, groupField) {
+function useStageField(tableId) {
   const client = (0, import_react41.useRecordsClient)();
   const [stage, setStage] = (0, import_react40.useState)({
     asked: false,
@@ -5456,8 +5484,17 @@ function useIsPipeline(tableId, groupField) {
       cancelled = true;
     };
   }, [client, tableId]);
-  if (!stage.asked) return null;
-  return stage.key != null && stage.key === groupField;
+  return stage;
+}
+function boardColumnChoice(fields, chosenKey, stage) {
+  const has = (key) => key != null && fields.some((f) => f.key === key) ? key : null;
+  const chosen = has(chosenKey);
+  if (chosen) {
+    return { groupKey: chosen, isPipeline: stage.asked ? stage.key === chosen : null, stillAsking: false };
+  }
+  if (!stage.asked) return { groupKey: null, isPipeline: null, stillAsking: true };
+  const fromTable = has(stage.key);
+  return { groupKey: fromTable, isPipeline: fromTable != null, stillAsking: false };
 }
 function Board({
   view,
@@ -5469,7 +5506,7 @@ function Board({
 }) {
   const fields = (0, import_react41.useFields)(view.subject);
   const records = useViewRecords(view, pageSize);
-  const isPipeline = useIsPipeline(view.subject, view.groupField);
+  const stage = useStageField(view.subject);
   if (fields.error) return /* @__PURE__ */ (0, import_jsx_runtime21.jsx)(RefusalNotice, { error: fields.error });
   if (records.error) return /* @__PURE__ */ (0, import_jsx_runtime21.jsx)(RefusalNotice, { error: records.error });
   if (fields.loading || records.loading) return /* @__PURE__ */ (0, import_jsx_runtime21.jsx)(import_design_system19.Skeleton, { className: "h-40 w-full" });
@@ -5477,7 +5514,9 @@ function Board({
   const byKey = (key) => all.find((f) => f.key === key);
   const titleField = byKey(view.groupField) ? all.find((f) => f.key !== view.groupField) ?? all[0] : all[0];
   if (view.layout === "kanban") {
-    const groupField = byKey(view.groupField);
+    const choice = boardColumnChoice(all, view.groupField, stage);
+    const groupField = byKey(choice.groupKey);
+    const isPipeline = choice.isPipeline;
     const picker = /* @__PURE__ */ (0, import_jsx_runtime21.jsx)(
       FieldPicker,
       {
@@ -5489,6 +5528,7 @@ function Board({
         onPick: (key) => onChange({ groupField: key })
       }
     );
+    if (choice.stillAsking) return /* @__PURE__ */ (0, import_jsx_runtime21.jsx)(import_design_system19.Skeleton, { className: "h-40 w-full" });
     if (!groupField) return /* @__PURE__ */ (0, import_jsx_runtime21.jsx)(Needs, { layout: "kanban", picker });
     return /* @__PURE__ */ (0, import_jsx_runtime21.jsxs)("div", { className: "flex min-h-0 flex-col gap-2", children: [
       picker,