@ai-matrx/records 0.57.2 → 0.58.0

package/CHANGELOG.md

@@ -1,5 +1,131 @@
 # Changelog — @ai-matrx/records
 
+## 0.58.0 (2026-09-24 — published by PUBLISH-SWEEP-5; folds every section below down to 0.57.3)
+
+* **`src/store.generated.ts` is regenerated from the LIVE main database at publish time** (608 doors).
+  The integrator sweep `79b505cfa5` had committed a catalogue generated against a rehearsal copy,
+  claiming 30 doors production does not have (`form_preview_asks`, `table_row_counts`,
+  `agg_*`, `pipeline_move_many`, `work_decide_many` …); `real-doors` refused it. Those doors answer
+  `door_absent` naming their file until the chair's production window applies them and
+  `pnpm records:generate` runs again. Some sections below reached main through integrator sweeps
+  (`79b505cfa5`, `4bf803c452`) rather than their lanes' own commits.
+* S2-PRIME's `StoreFilter` (`isRuleFilter`, `stableFilterKey`; `e7e53d3269`) and S6's client/door
+  hunks (`4bf803c452`) ride in this release.
+
+### Lane S3 PERIODS (2026-09-24)
+
+* **A target read from a goal column.** `DashboardTarget` is a fixed `value` OR a `field` (a Field
+  key of the block's Table) with `op` `sum | avg | min | max` (default `sum`): the store adds that
+  column up over exactly the records the block's own number read — same filter, same current window,
+  same reader. `DashboardTargetResult.value` is now `number | null` and carries `field`, `op` and
+  `refused` (the store's sentence when this reader may not read the goal column; the block still
+  answers its number). Store side: matrx-frontend
+  `uichamp_s3_a_target_can_be_read_from_a_goal_column.sql` (chair applies after the S3 files).
+
+### Lane S4 BATCH-DOORS (2026-09-24)
+
+* **Two batch doors, one transaction each, one answer per item.**
+  `pipelineMoveMany({moves: [{record_id, stage, expected_version, also?}]})` over
+  `custom.pipeline_move_many`, and `workDecideMany({decisions: [{item, decision: "approve" | "decline",
+  note?}]})` over `custom.work_decide_many`. Every item is judged exactly as the single door judges it
+  (`pipeline_move` / `work_approval_decide`), in its own savepoint, so a refused item writes nothing and
+  the rest still land. `expected_version` is required per card: a card somebody changed after the board
+  loaded answers `changed_since_loaded` and is never overwritten. Verdicts: moves
+  `moved | needs_approval | needs_fields | changed_since_loaded | no_right | refused`; decisions
+  `approved | declined | already_decided | no_right | refused`. Cap: knob `custom/batch_items_max` (500).
+  Types `PipelineMoveMany*`, `WorkDecideMany*`. Until the chair's production apply and
+  `records:generate`, both answer `door_absent` naming lane S4.
+
+### Lane DEFAULT-GRID-PARITY (2026-09-24)
+
+* `NewFieldDeclaration.formula_text` and `FieldPatch.formula_text`: a formula in the language a
+  person types (GRID-PRIMITIVES G3). The store parses it and keeps both the text and the expression.
+* `FieldTypeWord` gains `autonumber`, `created_time` and `modified_time`, the words
+  `custom.field_declare` takes for the store's own stamps (G5).
+* For lane SC-R: `NewFieldDeclaration.allowed_types` and the `entity_reference` word on `FieldTypeWord`.
+
+### Lane SC-R (2026-09-24)
+
+* **A new field kind, `entity_reference`** — a column that points at a PLATFORM thing (a note, a web
+  site, an agent, a workbook, a dataset, a conversation …) rather than at a record of one of your
+  Tables. In the store it is a relation whose `config.target_mode` is `any`, restricted by
+  `config.allowed_types` (entity tokens); each value is `{token, id}`, and every read door answers
+  `{token, id, label}` with the label withheld from a reader who may not open the thing. Declare it
+  with `fieldDeclare({ type: "entity_reference", allowed_types: ["note"] })`. `FIELD_KINDS` and
+  `fieldKindFor` know it; `coerceTypedAnswer` takes `note:<id>` (or a bare id when the column allows one
+  kind) and refuses words. File and Person stay `attachment` / `member`.
+* **Helpers**: `isEntityReferenceConfig`, `entityReferenceKindsOf`, `entityRefsOf` (read a cell in any
+  shape), `entityRefsToWrite` (what to send — `{token, id}` only, each thing once, the label dropped),
+  and the two doors `entityReferenceKinds(source)` (`custom.entity_reference_kinds`, for the kind
+  picker) and `entityReferenceWords(source, organizationId, refs)` (`custom.entity_reference_words`,
+  the words of a chip before it is saved). Types `EntityRef`, `EntityRefWithWords`,
+  `EntityReferenceKind`. Both doors are on the dev clone and the rehearsal branch;
+  `pnpm records:generate` after the chair's production apply.
+
+### Lane S3 (2026-09-24)
+
+* **`recordAggregate({ …, compare })`** — `custom.record_aggregate(…, p_compare)`: the same question
+  over a prior window (`previous_period`, `same_period_last_year`, or a fixed `range` baseline),
+  answered under the same principal. Each row carries `prior_groups`, `prior_measures`,
+  `prior_row_count`, `delta` ({current, prior, change, change_pct} per measure), `position` and the
+  two `compare` windows as local ISO moments. Buckets are cut in the organization's calendar (knobs
+  `custom/time_zone`, `custom/week_start`) and answer ISO 8601 with the organization's offset.
+* **`dashboardRun({ …, compare, grain })`** — `custom.dashboard_run(…, p_compare, p_grain)`; blocks
+  carry `compare` and `target` (`DashboardTarget`), and each block's answer adds `compare` (the
+  windows), `totals`, `target` (current, progress, pace) and `compare_refused`.
+* New types: `AggregateCompare`, `AggregateCompareKind`, `AggregateDelta`, `AggregateCompareWindows`,
+  `DashboardTarget`, `DashboardTotals`, `DashboardTargetResult`. Both doors are on the dev clone and
+  the rehearsal branch; `pnpm records:generate` after the chair's production apply.
+
+### Lane FORMS-FIX-1 (2026-09-24)
+
+* **`client.formPreviewAsks({ table_id, questions, values })`** — `custom.form_preview_asks`, the
+  owner's form-preview door: which questions of a draft form are asked given the answers so far,
+  answered by the same store loop as the public form (`custom._form_questions_asked` →
+  `custom.rule_eval`), behind the organization wall and the caller's own viewer rung on the Table.
+  It replaces `records-ui`'s direct `ruleEval` call from the browser, which every real database
+  refuses. On the rehearsal branch; listed in `OWED_BY` until the chair's production apply and
+  `pnpm records:generate`.
+
+### Lane GRID-PRIMITIVES G9–G11 (2026-09-23)
+
+* **Three cutover doors** (CUTOVER-PLAN.md F1, A3, F11/D5), on the rehearsal branch and waiting for
+  the chair's production apply; until `pnpm records:generate` lists them each call answers
+  `door_absent` naming its file. `tableListEverywhere()` — every table a picker may offer, from BOTH
+  stores, in `get_user_tables`' shape plus `store` (`TableListEntry`). `tableSync({home_id, spec})`
+  — refresh a sheet tab into ONE Table: new rows added, changed rows updated, dropped rows archived,
+  columns the person added kept (`TableSyncSpec`, `TableSyncResult`). Pure `sheetSyncSpec()` turns a
+  tab's cells into that spec and refuses repeated column names or row ids.
+  `scopeTableProvision({home_id, item_id, scope_id})` — a context scope's template-bound Table in
+  the store, one per item and scope. Tests: `grid.test.ts` (sheetSyncSpec).
+* **G12** `tableRowCounts({table_ids})` (`TableRowCount`) and pure `withRowCounts(tables, counts)` —
+  one call counts the rows each Table's reader may see, so a list never shows `row_count: null`;
+  `recordHeaders({ids})` (`RecordHeader`) — created / updated / version of live rows the read door
+  does not answer, `created_by` only as the caller's own id. Tests: `grid.test.ts` (withRowCounts).
+* **G13** `viewRecordOrderSet({view_id, record_ids})` (`ViewOrderSet`) keeps a hand-set row order
+  on a saved view; `readInViewOrder({view_id, limit, offset})` reads it back (placed rows by
+  position, then the rest by created time); pure `moveInOrder(order, moved, toIndex)` builds the
+  order a drag sends. Tests: `grid.test.ts` (moveInOrder).
+* **Headless `declareTable`** (asked by INTEG-CLIENTS): `declareTable`, `addFields`,
+  `fieldDeclarationFor`, `tokenFor`, `DEFAULT_FIELDS` and their types now live in
+  `@ai-matrx/records/core` — no React, no host — so the extension's service worker and server-side
+  births walk the one birth. `@ai-matrx/records-ui` re-exports them from here, unchanged for its
+  callers. Tests: `declare-table.test.ts`.
+* **G11 amended**: `scopeTableProvision({item_id, scope_id, home_id?})` — the Home is optional (the
+  organization's own), and a scope provisioned before the move answers with its moved Table.
+* **G14** `tableShareOutsideGrant({table_id, person, level})` (`OutsideShareAnswer`): an existing
+  account outside the organization is granted at once and notified; no account → the invitation.
+
+## 0.57.3 (unpublished — lane HUB-FIX)
+
+* **The lane facts are their own call.** 0.57.2 folded `custom.table_facts` into every
+  `tableList()`, so every screen that only LISTS tables paid a second round trip, and every
+  test double that answers a table list had to answer it too (records-ui 0.84.5's publish gate:
+  47 tests in 15 files red). `tableList()` is back to one door; new `tableFacts()` (door-presence:
+  `null` when the catalogue has no such door) and pure `withTableFacts(tables, facts, me)`, which
+  sets `visibility` and — only on the caller's own Tables — `created_by`. Exported from `/core`
+  with `TableFact`. Tests: `table-list-facts.test.ts` (tableList never asks for the facts).
+
 ## 0.57.2 (unpublished — lane HUB-FIX, 2026-09-23; `custom.table_facts` is live on the main database, ledger 2026-09-23 11:51Z, and `STORE_DOORS` is regenerated to carry it)
 
 * `tableList()` folds `custom.table_facts` onto every Table: `visibility` (a record column the