@ai-matrx/records 0.44.1 → 0.46.0

package/CHANGELOG.md

@@ -1,5 +1,54 @@
 # Changelog — @ai-matrx/records
 
+## 0.46.0
+
+**A portal can say which Tables it shows.**
+
+- **`portalTables()`** on the client and **`PortalTableRef`** — the one question a TABLE-scoped
+  Portals rail has to ask. `custom.portals` takes no table, so the rail on a Table's page (beside
+  Forms, Bookings and Dashboards, all table-scoped) decided emptiness from the ORGANIZATION's
+  portal count: on Rincon Plumbing Co's Parts table it read "Portals 10" and listed ten cards
+  belonging to Jobs, the empty state never rendered, and the whole "Build it / Ask an agent"
+  offer was unreachable on every table of that organization.
+  Same wall and same visibility gate as `portals`, so the two lists cannot disagree.
+- Store registry regenerated against the live store: 559 doors, 1024 entity tokens.
+
+## 0.45.0
+
+**One coercion primitive: what a typed-in answer means to a Field, in one place.**
+
+AGENT-BUILDS-2's closing walk, 2026-09-21, found Ironclad Mobile Mechanic's public booking
+page **unbookable over any table with a number field**. A customer picked 2:00 PM, typed a
+2019 Honda CR-V, pressed "Book it" and read:
+
+> Vehicle Year takes a number, and it was given a string
+
+and got no appointment. A browser input hands over a STRING; a Field takes a value. The
+grid's paste and the CSV import each carried their own coercion — the two doors a STRANGER
+uses carried none.
+
+New, headless, and now the only body that answers the question:
+
+- **`fieldKindFor(field, kernel)`** — the ONE classifier (behaviour, modifiers, format, unit,
+  relation target, config). `@ai-matrx/records-ui`'s `editorKindFor` is this function with
+  the kernel File/Person ids bound, so the editor a person types into and the coercion
+  applied to what they typed cannot disagree about a column.
+- **`coerceTypedAnswer(field, raw, opts)`** — one string → the Field's value, or a refusal
+  naming the field **in plain words**, never its key. It coerces and never guesses: `0` for
+  "about twelve" is how a table quietly becomes untrue.
+- **`coerceTypedAnswers(fields, answers, opts)`** — a whole screen at once. Values already
+  of the right shape are left alone; keys the table has no Field for are REPORTED rather
+  than dropped, because naming an unknown key is the store's sentence to say.
+- **`CoercibleField`** — the structural shape the primitive needs, so `CaptureField` and the
+  Field documents `custom.form_public` / `custom.booking_public` publish to a stranger all
+  satisfy it. Demanding a whole `Field` is how the capture sheet kept its own `Number(raw)`.
+- **`FIELD_KINDS`** — the runtime list `FieldKind` is derived from, so a coverage test walks
+  the source of truth rather than a retyped copy.
+- **`ChoiceOptions`** moved here from records-ui, which re-exports it.
+
+*Consumer action:* none required — everything is additive. A host that coerces typed-in text
+itself should delete that code and call `coerceTypedAnswer`.
+
 ## 0.43.0
 
 **The realtime port stops being half a contract, and a nudge re-reads only what moved.**

package/dist/core/index.cjs

@@ -40,6 +40,7 @@ __export(core_exports, {
   DELIVERIES: () => DELIVERIES,
   DOORS: () => DOORS,
   ENTITY_TOKENS: () => ENTITY_TOKENS,
+  FIELD_KINDS: () => FIELD_KINDS,
   FIELD_SENSITIVITIES: () => FIELD_SENSITIVITIES,
   FIELD_SOURCES: () => FIELD_SOURCES,
   FRESHNESS: () => FRESHNESS,
@@ -80,6 +81,9 @@ __export(core_exports, {
   choiceSlug: () => choiceSlug,
   choiceValuesOf: () => choiceValuesOf,
   choicesOf: () => choicesOf,
+  coerceTypedAnswer: () => coerceTypedAnswer,
+  coerceTypedAnswers: () => coerceTypedAnswers,
+  coercionLabel: () => coercionLabel,
   createRecordsClient: () => createRecordsClient,
   doorAbsent: () => doorAbsent,
   doorCensus: () => doorCensus,
@@ -87,6 +91,7 @@ __export(core_exports, {
   err: () => err,
   exportCsv: () => exportCsv,
   exportXlsx: () => exportXlsx,
+  fieldKindFor: () => fieldKindFor,
   forgetAllOps: () => forgetAllOps,
   highestLevel: () => highestLevel,
   holdsARetiredChoice: () => holdsARetiredChoice,
@@ -251,6 +256,209 @@ function looksLikeAnId(value) {
   return typeof value === "string" && UUID.test(value);
 }
 
+// src/coerce.ts
+var FIELD_KINDS = [
+  "attachment",
+  "checkbox",
+  "currency",
+  "datetime",
+  "email",
+  "formula",
+  "json",
+  "long_text",
+  "lookup",
+  "member",
+  "multi_select",
+  "number",
+  "percent",
+  "phone",
+  "relation",
+  "rollup",
+  "select",
+  "text",
+  "url"
+];
+function fieldKindFor(field, kernel) {
+  const format = (field.format ?? "").toLowerCase();
+  const config = field.config ?? {};
+  switch (field.type) {
+    case "boolean":
+      return "checkbox";
+    case "text":
+      if (format === "email") return "email";
+      if (format === "phone") return "phone";
+      if (format === "url") return "url";
+      if (format === "json" || config["json"] === true) return "json";
+      if (format === "long" || config["multiline"] === true) return "long_text";
+      return "text";
+    case "range": {
+      const kind = String(config["kind"] ?? "number");
+      if (kind === "date" || kind === "datetime") return "datetime";
+      if (format === "currency") return "currency";
+      if (format === "percent" || field.unit === "%") return "percent";
+      return "number";
+    }
+    case "list":
+      return field.multi ? "multi_select" : "select";
+    case "relation": {
+      const parity = String(config["parity"] ?? "");
+      if (parity === "attachment" || parity === "member") return parity;
+      if (kernel?.file && field.relation_target === kernel.file) return "attachment";
+      if (kernel?.person && field.relation_target === kernel.person) return "member";
+      return "relation";
+    }
+    case "formula": {
+      const via = config["via"];
+      if (via && config["agg"]) return "rollup";
+      if (via) return "lookup";
+      return "formula";
+    }
+    default:
+      return "text";
+  }
+}
+var TRUE_WORDS = /* @__PURE__ */ new Set(["true", "yes", "y", "1", "\u2713", "x", "checked", "on"]);
+var FALSE_WORDS = /* @__PURE__ */ new Set(["false", "no", "n", "0", "", "unchecked", "off"]);
+function coercionLabel(field) {
+  const label = (field.label ?? "").trim();
+  if (label !== "") return label;
+  const name = (field.name ?? "").trim();
+  if (name !== "") return name;
+  return field.key.replace(/[_-]+/g, " ").replace(/\b\w/g, (c) => c.toUpperCase()).trim();
+}
+function coerceTypedAnswer(field, raw, opts = {}) {
+  const label = opts.label ?? coercionLabel(field);
+  const text = raw.trim();
+  const kind = fieldKindFor(field, opts.kernel);
+  if (text === "" && kind !== "checkbox") return { value: null };
+  switch (kind) {
+    case "checkbox": {
+      const word = text.toLowerCase();
+      if (TRUE_WORDS.has(word)) return { value: true };
+      if (FALSE_WORDS.has(word)) return { value: word === "" ? null : false };
+      return {
+        refusal: `${label} is a tick box, so it takes yes or no \u2014 \u201C${raw}\u201D is neither. Write TRUE/FALSE, yes/no or 1/0.`
+      };
+    }
+    case "number":
+    case "currency":
+    case "percent": {
+      const negative = /^\(.*\)$/.test(text);
+      const bare = text.replace(/^\(|\)$/g, "").replace(/[\s,]/g, "").replace(/^[^\d.\-+]+/, "").replace(/[^\d.\-+eE]+$/, "");
+      const n = Number(bare);
+      if (bare === "" || Number.isNaN(n)) {
+        return {
+          refusal: `${label} holds a number, and \u201C${raw}\u201D is not one. Write digits \u2014 a currency symbol, a percent sign, commas and brackets for a negative are all fine.`
+        };
+      }
+      return { value: negative ? -n : n };
+    }
+    case "datetime": {
+      const wantsTime = String(field.config?.["kind"] ?? "date") === "datetime";
+      const plainDay = /^\s*(\d{4})-(\d{2})-(\d{2})\s*$/.exec(raw);
+      if (!wantsTime && plainDay) return { value: `${plainDay[1]}-${plainDay[2]}-${plainDay[3]}` };
+      const at = Date.parse(text);
+      if (Number.isNaN(at)) {
+        return {
+          refusal: `${label} holds a date, and \u201C${raw}\u201D is not one this can read. Write it as 2026-09-21, or the way your spreadsheet writes dates.`
+        };
+      }
+      const parsed = new Date(at);
+      if (wantsTime) return { value: parsed.toISOString() };
+      const y = parsed.getFullYear();
+      const m = String(parsed.getMonth() + 1).padStart(2, "0");
+      const d = String(parsed.getDate()).padStart(2, "0");
+      return { value: `${y}-${m}-${d}` };
+    }
+    case "json": {
+      try {
+        return { value: JSON.parse(text) };
+      } catch {
+        return {
+          refusal: `${label} holds a document, and \u201C${raw}\u201D is not valid JSON. Write the whole object, braces and all.`
+        };
+      }
+    }
+    case "select":
+    case "multi_select": {
+      if (!opts.options) {
+        return {
+          refusal: `${label} is a list and its options have not been read yet, so nothing can be matched to \u201C${raw}\u201D. Try again once the column's choices have loaded.`
+        };
+      }
+      const wanted = kind === "multi_select" ? text.split(/[,;]/).map((w) => w.trim()).filter((w) => w.length > 0) : [text];
+      if (wanted.length === 0) return { value: kind === "multi_select" ? [] : null };
+      const matched = [];
+      const unmatched = [];
+      for (const word of wanted) {
+        const hit = opts.options.byWord.get(word.toLowerCase());
+        if (hit === void 0) unmatched.push(word);
+        else matched.push(hit);
+      }
+      if (unmatched.length > 0) {
+        const offered = opts.options.labels.length > 0 ? opts.options.labels.join(", ") : "it has none yet";
+        return {
+          refusal: `${label} does not have ${unmatched.map((w) => `\u201C${w}\u201D`).join(" or ")} among its options. It offers: ${offered}.`,
+          unmatched
+        };
+      }
+      return { value: kind === "multi_select" ? matched : matched[0] };
+    }
+    // AN IDENTITY IS NOT A WORD. Writing the word would put a string where an
+    // id belongs, and every filter, colour and rollup built on that column
+    // would stop agreeing with it. So it is refused and the person is told
+    // which control does hold it.
+    case "member":
+      return {
+        refusal: `${label} names a person in this organization, so it is chosen rather than typed. Open it and pick them.`
+      };
+    case "attachment":
+      return {
+        refusal: `${label} holds a file, which cannot arrive as typed-in text. Open it and attach the file.`
+      };
+    case "relation":
+      return {
+        refusal: `${label} points at another record, so it is chosen rather than typed. Open it and pick the record.`
+      };
+    case "formula":
+    case "lookup":
+    case "rollup":
+      return {
+        refusal: `${label} is worked out by the system, so nothing can be written into it.`
+      };
+    default:
+      return { value: raw };
+  }
+}
+function coerceTypedAnswers(fields, answers, opts = {}) {
+  const byKey = new Map(fields.map((f) => [f.key, f]));
+  const values = {};
+  const refusals = {};
+  const unknownKeys = [];
+  for (const [key, given] of Object.entries(answers)) {
+    const field = byKey.get(key);
+    if (!field) {
+      unknownKeys.push(key);
+      values[key] = given;
+      continue;
+    }
+    if (typeof given !== "string") {
+      values[key] = given;
+      continue;
+    }
+    const opt = {};
+    const choices = opts.options?.get(key);
+    if (choices) opt.options = choices;
+    if (opts.kernel) opt.kernel = opts.kernel;
+    const label = opts.labels?.[key];
+    if (label) opt.label = label;
+    const answered = coerceTypedAnswer(field, given, opt);
+    if ("refusal" in answered) refusals[key] = answered.refusal;
+    else values[key] = answered.value;
+  }
+  return { values, refusals, unknownKeys };
+}
+
 // src/pipeline.ts
 var PIPELINE_RULE_KINDS = ["moves", "requires", "who", "limit", "entry"];
 var STAGE_RULE_ON_FAIL = ["refuse", "require_approval"];
@@ -980,6 +1188,9 @@ var STORE_DOORS = [
   { name: "parity_values", args: "p_organization_id uuid, p_record_id uuid", returns: "TABLE(field_key text, field_id uuid, parity_type text, behavior text, unit text, format text, value jsonb, value_version integer, actor text, written_at timestamp with time zone)", security: "invoker" },
   { name: "per_value_access_words", args: "", returns: "text[]", security: "invoker" },
   { name: "person_kernel_id", args: "", returns: "uuid", security: "invoker" },
+  { name: "phone_canonical", args: "p_text text", returns: "text", security: "invoker" },
+  { name: "phone_display", args: "p_text text", returns: "text", security: "invoker" },
+  { name: "phone_pattern", args: "", returns: "text", security: "invoker" },
   { name: "pin_agent_cells", args: "p_new jsonb, p_old jsonb, p_agent_keys text[]", returns: "jsonb", security: "invoker" },
   { name: "pipeline_board", args: "p_organization_id uuid, p_table_id uuid, p_measure text DEFAULT NULL::text", returns: "TABLE(stage_key text, stage_label text, stage_position integer, cards bigint, total numeric, wip_limit integer, over_limit boolean)", security: "definer" },
   { name: "pipeline_declare", args: "p_organization_id uuid, p_table_id uuid, p_spec jsonb", returns: "jsonb", security: "definer" },
@@ -1001,6 +1212,7 @@ var STORE_DOORS = [
   { name: "portal_record_title", args: "p_organization_id uuid, p_record_id uuid", returns: "text", security: "definer" },
   { name: "portal_revoke", args: "p_organization_id uuid, p_portal_id uuid, p_principal_id uuid", returns: "jsonb", security: "definer" },
   { name: "portal_slug", args: "p_organization_id uuid, p_title text, p_portal_id uuid DEFAULT NULL::uuid", returns: "text", security: "definer" },
+  { name: "portal_tables", args: "p_organization_id uuid", returns: "TABLE(portal_id uuid, table_id uuid, name text)", security: "definer" },
   { name: "portals", args: "p_organization_id uuid", returns: "TABLE(portal_id uuid, title text, slug text, client_table_id uuid, client_table text, is_active boolean, tables integer, invited integer, signed_in integer, sign_in_method text, opened_at timestamp with time zone)", security: "definer" },
   { name: "presentation_kernel_id", args: "", returns: "uuid", security: "invoker" },
   { name: "promote_field", args: "p_organization_id uuid, p_table_id uuid, p_field_id uuid", returns: "jsonb", security: "invoker" },
@@ -1279,7 +1491,7 @@ var STORE_REFUSAL_CODES = [
   { code: "22004", raised_by: "_entity_custom_fields_guard,_value_envelope,actor_word,agg_assert_key,agg_sql,anon_capture,anon_token_issue,anon_write,assert_client_may_reach,booking_declare,capture_submit,checklist_declare,context_resolve,dashboard_block_normalize,dashboard_declare,dashboard_window_sql,doc_render_write,doc_sign,doc_signature_write,doc_template_save,enrich_land,enrich_normalize,external_history_event,external_rows,external_source_declare,external_stub_upsert,external_write_through,external_writes_set,field_history,form_declare,form_submit,home_add,io_comment_write,io_import_begin,io_infer_column,io_outbox_drain,io_restore,migrate_choice_keys,migrate_purge,migrate_reclass,migrate_split,migrate_undo,organization_clear,organization_contents,pipeline_declare,pipeline_gate_preview,portal_declare,portal_invite,portal_principal_bind,provenance_retention_days,provenance_write,query_across_homes,query_by_coordinates,query_rollup,record_delete,record_reparent,record_resolve,record_restore,record_update,record_write,record_write_many,relation_carry,relation_own,rule_declare,share_grant,sign_request_create,sign_request_sign,subscription_declare,table_declare,table_share_outside_invite,value_restore,view_declare,work_approval_decide,work_approval_request,work_template_declare" },
   { code: "22007", raised_by: "dashboard_window_sql" },
   { code: "22012", raised_by: "rule_eval" },
-  { code: "22023", raised_by: "_booking_availability,_entity_custom_fields_guard,_take_op_id,_value_envelope,_work_shape_guard,actor_word,agg_assert_key,agg_sql,anon_token_issue,booking_declare,containment_parent,dashboard_block_normalize,dashboard_window_sql,doc_render_body,doc_render_write,doc_signature_write,enrich_declare,enrich_land,enrich_normalize,enrich_pin,entity_value_write,external_history_event,external_source_declare,external_stub_upsert,external_write_through,field_history,io_export,io_import_begin,io_import_finish,io_import_plan,io_import_report,io_proposal_accept,migrate_merge,migrate_reclass,my_levels,organization_clear,page_size,pin_agent_cells,pipeline_move,portal_declare,provenance_write,query_by_coordinates,query_rollup,record_update,record_write_many,relation_carry,rule_eval,rule_members,share_grant,share_lane_set,sign_request_create,sign_request_sign,subscription_declare,table_rules,visibility_as_of,work_approval_request,work_list,work_slot_hold" },
+  { code: "22023", raised_by: "_booking_availability,_entity_custom_fields_guard,_take_op_id,_value_envelope,_work_shape_guard,actor_word,agg_assert_key,agg_sql,anon_token_issue,booking_declare,containment_parent,dashboard_block_normalize,dashboard_window_sql,doc_render_body,doc_render_write,doc_signature_write,enrich_declare,enrich_land,enrich_normalize,enrich_pin,entity_value_write,external_history_event,external_source_declare,external_stub_upsert,external_write_through,field_history,field_update,io_export,io_import_begin,io_import_finish,io_import_plan,io_import_report,io_proposal_accept,migrate_merge,migrate_reclass,my_levels,organization_clear,page_size,pin_agent_cells,pipeline_move,portal_declare,provenance_write,query_by_coordinates,query_rollup,record_update,record_write_many,relation_carry,rule_eval,rule_members,share_grant,share_lane_set,sign_request_create,sign_request_sign,subscription_declare,table_rules,visibility_as_of,work_approval_request,work_list,work_slot_hold" },
   { code: "23503", raised_by: "_booking_availability,_checklist_instantiate,_containment_guard,_display_spec_for,_field_document_for,_pipeline_stage_key,_record_rule_uses,agg_digest_assemble,anon_publish,anon_rate_take,anon_token_issue,anon_write,assert_organization_wall,booking_cancel,booking_confirm,booking_declare,booking_hold,booking_reschedule,capture_publish,checklist_declare,checklist_steps_table,comment_write,dashboard_declare,delete_rule,doc_sign,doc_template_save,enrich_declare,enrich_due,enrich_land,form_declare,form_submit,home_add,inbound_declare,inbound_mail_land,inbound_set,io_comment_write,io_import_begin,io_import_finish,io_import_report,io_import_rows,io_proposal_accept,migrate_demote,migrate_promote,pipeline_board,pipeline_declare,pipeline_move,pipeline_read,pipeline_transition_refusal,promote_field,promote_table,record_applicability,record_reparent,relation_carry,relation_own,resolve_first_match,rule_applies,rule_declare,rule_eval,rule_members,rule_run,sign_request_create,subscription_mute,subscription_preview,view_declare,work_set_state,work_take_assignment,work_template_instantiate" },
   { code: "23505", raised_by: "_unique_rule_holds,doc_sign,doc_signature_write,entity_field_declare,field_declare,home_add,inbound_declare,io_proposal_accept,relation_carry,relation_own,share_grant,sign_request_cancel,sign_request_create,table_share_outside_invite,table_share_outside_resend,work_approval_decide,work_slot_hold" },
   { code: "23514", raised_by: "_checklist_instantiate,_checklist_step_guard,_containment_guard,_dated_values_guard,_derived_fields,_display_spec_for,_entity_custom_fields_guard,_field_class_guard,_field_document_for,_field_shape_guard,_field_type_parity_guard,_merge_field_shape_guard,_merge_field_temporal_guard,_promoted_field_cap_guard,_record_rule_uses,_resolve_choice_words,_rule_shape_guard,_rule_topology_guard,_store_relation_edge_names_its_field,_table_columns_word_guard,_table_shape_guard,_undeclared_key_guard,_value_envelope,_with_display,_work_shape_guard,_workdoors_approval_guard,assert_columns_are_defined,assert_entity_is_organization_scoped,booking_declare,capture_publish,capture_sheet_declare,checklist_declare,checklist_step_complete,doc_sign,doc_signature_write,doc_template_save,entity_field_declare,entity_field_retire,entity_field_update,entity_records_find,entity_table,field_declare,field_retire,field_update,home_add,io_import_rows,migrate_merge,relation_carry,relation_own,sign_request_create,sign_request_sign,table_declare,validate_value_envelope,validate_values,work_set_state,work_slots_declare,work_take_assignment,work_template_instantiate" },
@@ -2179,6 +2391,7 @@ var ENTITY_TOKENS = [
   "template_context_items",
   "template_scope_types",
   "templates",
+  "test_handset_inbox",
   "thread",
   "tool",
   "tool_binding",
@@ -2548,6 +2761,14 @@ var DOORS = {
   // pair (`custom.portal_public`, `custom.portal_invitation`, `custom.portal_me`)
   // is deliberately absent here: those belong to the outsider's own shell.
   portals: "portals",
+  // WHICH TABLES EACH PORTAL SHOWS (TAILS-3). The Portals RAIL lives on a
+  // Table's page beside Forms, Bookings and Dashboards, all of which are
+  // table-scoped; `custom.portals` takes no table, so an organization with one
+  // portal over Jobs saw that portal's cards on its Parts table, the empty
+  // state never rendered, and the whole build/ask offer was unreachable
+  // everywhere in that organization. This is the one question the rail has to
+  // ask, under the same wall and visibility gate as `portals` itself.
+  portalTables: "portal_tables",
   portalCard: "portal_card",
   portalDeclare: "portal_declare",
   portalInvite: "portal_invite",
@@ -3613,6 +3834,9 @@ function createRecordsClient(config) {
     async portals() {
       return callDoor(DOORS.portals, { p_organization_id: org }, "portals");
     },
+    async portalTables() {
+      return callDoor(DOORS.portalTables, { p_organization_id: org }, "portalTables");
+    },
     async portalCard({ portal_id }) {
       return callDoor(
         DOORS.portalCard,