@happyvertical/smrt-agents 0.43.1 → 0.43.3

package/AGENTS.md

@@ -163,6 +163,38 @@ authenticated/delegated principal and detailed server-side error. Hidden field
 request failures also use a stable public error. Tool arguments never contain
 principal or tenant authority.
 
+## Report Data-Surface Tools (issue #2462)
+
+`createReportDataSurfaceTools()` maps server-owned report definitions into the
+generic `data.discover`, `data.inspect`, and `data.query` catalog, and adds
+principal-bound `reports.query`, `reports.refresh`, `reports.drilldown`, and
+`reports.export` tools. It reuses the reports package's materialized-query,
+lifecycle, drilldown, and snapshot contracts rather than reimplementing them.
+Report ids, collections, query seams, browser delivery, background queues, and
+action hosts come only from the configured server catalog; tool arguments never
+carry principal, tenant, or report-constructor authority.
+
+- Generic discovery excludes sensitive and permission-gated report columns.
+- Discovered report fields retain safe `kind`, `filterScope`, and capability
+  metadata, while the surface reports its available actions and lifecycle
+  freshness support. Actions are filtered by the current tool allow-list and
+  effective permissions. This lets agents distinguish dimensions/buckets
+  (`where`) from measures (`having`) without exposing hidden columns or
+  authority.
+- Silent reads do not change browser state; visible reads require a host-bound
+  acknowledgement whose post-command revision is not older than the requested
+  compare-and-swap revision; background requests contain no principal or tenant
+  payload.
+- Read results request the tenant-safe report lifecycle whenever an
+  authenticated database is available, so `freshness` and the redacted
+  lifecycle state cover stale and lock-skipped materializations.
+- Refresh and export use app-owned action hosts for live authorization and
+  auditing. Export captures an opaque immutable snapshot and preserves the
+  reports package's preview/confirmation protocol.
+- Drilldown re-reads a single accessible materialized row before it builds the
+  inherited source query, so callers cannot inject row values from another
+  tenant.
+
 ## Agent Orchestration (issue #1892) — invoke-agent + principal delegation
 
 A conversational (orchestrator) agent can invoke worker agents with **principal delegation**. This is *not* a new engine — it is a standard `invoke-agent` tool plus a completion-dispatch convention on top of `executeAsPrincipal` + the DispatchBus.
@@ -190,6 +222,7 @@ const tool = createInvokeAgentTool({
 |------|---------|
 | `src/agent.ts` | Base Agent class — lifecycle, dispatch, interests, config, opt-in learning trait, multi-instance identity |
 | `src/execute-as-principal.ts` | `executeAsPrincipal` / `PrincipalRun` — run agent work as a persona's bound user (#1888) |
+| `src/report-data-surface.ts` | Principal-bound report discovery, query, lifecycle, drilldown, and export tools (#2462) |
 | `src/delegation.ts` | `DelegationEnvelope` — immutable principal + bounded delegation depth (#1892) |
 | `src/invoke-agent.ts` | `invoke-agent` tool, worker executor, completion-dispatch convention, transports (#1892) |
 | `src/learning.ts` | `AgentLearningConfig` + `resolveAgentLearning()` declaration normalisation |

package/README.md

@@ -137,6 +137,24 @@ such as `MessagingSettingsService`.
 | `AsyncQualifierFn` | Async post-filter qualifier type |
 | `QueryFn` | Query function type |
 | `AgentWithInterestsOptions` | Agent options with interests |
+| `createReportDataSurfaceTools` | Principal-bound report discovery, query, lifecycle, drilldown, and export tools |
+| `ReportDataSurfaceToolsOptions` | Server-owned report catalog and application-host seams |
+
+### Report Data-Surface Tools
+
+`createReportDataSurfaceTools()` combines the generic read-only data-surface
+tools with `reports.query`, `reports.refresh`, `reports.drilldown`, and
+`reports.export`. Configure report constructors and all transport/action seams
+on the server. Queries inherit authority exclusively from the live
+`PrincipalRun`; visible commands require an exact browser acknowledgement, and
+refresh/export retain application-owned authorization and audit hosts.
+Discovery preserves each visible report field's kind, WHERE/HAVING filter
+scope, and capabilities, plus the currently available report actions. When an
+authenticated database is present, silent and visible reads return the
+tenant-safe lifecycle-derived freshness state (including stale or
+lock-skipped materializations). Advertised actions are filtered by the live
+principal's tool allow-list and effective permissions; action hosts still
+reauthorize before mutation.
 
 ### Server Export (`@happyvertical/smrt-agents/server`)
 

package/dist/data-surface.d.ts

@@ -10,7 +10,11 @@ export declare const DATA_INSPECT_FUNCTION_NAME = "data-inspect";
 export declare const DATA_QUERY_FUNCTION_NAME = "data-query";
 export declare const DEFAULT_DATA_SURFACE_DEADLINE_MS = 5000;
 export declare const MAX_DATA_SURFACE_DEADLINE_MS = 30000;
-export type DataSurfaceFieldMetadata = Readonly<Record<string, string | number | boolean | null>>;
+/** Declarative, non-authoritative metadata that a server-owned catalog may expose. */
+export type DataSurfaceMetadataValue = string | number | boolean | null | ReadonlyArray<string | number | boolean | null>;
+export type DataSurfaceFieldMetadata = Readonly<Record<string, DataSurfaceMetadataValue>>;
+/** Surface-level metadata is descriptive only; it never enters query normalization. */
+export type DataSurfaceMetadata = Readonly<Record<string, DataSurfaceMetadataValue>>;
 /** A data field plus server-owned visibility policy annotations. */
 export interface DataSurfaceField extends DataQueryFieldDescriptor {
     sensitive?: boolean;
@@ -31,6 +35,8 @@ export interface DataSurfaceDefinition {
     className?: string;
     label?: string;
     description?: string;
+    /** Safe catalog metadata, returned only after the read gate succeeds. */
+    metadata?: DataSurfaceMetadata;
     schema: DataSurfaceSchema;
     /** Optional surface-specific executor. */
     execute?: DataSurfaceExecutor;

package/dist/data-surface.d.ts.map

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package/dist/index.d.ts

@@ -11,6 +11,7 @@ export type { AgentWithInterestsOptions, AsyncQualifierFn, InterestFilter, Inter
 export { mergeFilters, normalizeSort } from './interests.js';
 export { AGENT_COMPLETED_SIGNAL, AGENT_INVOKE_SIGNAL, type AgentCompletion, agentInvokeSignalType, type CreateInvokeAgentToolOptions, createDispatchInvokeTransport, createInvokeAgentTool, emitAgentCompletion, executeDelegatedInvocation, INVOKE_AGENT_FUNCTION_NAME, INVOKE_AGENT_TOOL_SLUG, type InvokeAgentDelivery, type InvokeAgentResult, type InvokeAgentTransport, inlineInvokeAgentTransport, type PrincipalTool, type PrincipalToolContext, processAgentInvocations, surfaceAgentCompletions, type WorkerInvocation, type WorkerRunner, } from './invoke-agent.js';
 export { type AgentLearningConfig, type AgentLearningDeclaration, type ResolvedAgentLearning, resolveAgentLearning, } from './learning.js';
+export { createReportDataSurfaceDefinition, createReportDataSurfaceTools, REPORT_DRILLDOWN_FUNCTION_NAME, REPORT_DRILLDOWN_TOOL_SLUG, REPORT_EXPORT_FUNCTION_NAME, REPORT_EXPORT_TOOL_SLUG, REPORT_QUERY_FUNCTION_NAME, REPORT_QUERY_TOOL_SLUG, REPORT_REFRESH_FUNCTION_NAME, REPORT_REFRESH_TOOL_SLUG, type ReportDataSurfaceAuditEntry, ReportDataSurfaceConfigurationError, type ReportDataSurfaceDefinition, type ReportDataSurfaceExportHost, type ReportDataSurfaceRefreshHost, type ReportDataSurfaceToolsOptions, type ReportDataSurfaceVisibleAck, type ReportDataSurfaceVisibleCommand, ReportDataSurfaceVisibleError, type ReportDataSurfaceVisibleHost, } from './report-data-surface.js';
 export { AgentSchedule, AgentScheduleCollection, type ScheduleStatus, } from './schedule.js';
 export type { SummaryArticleImage, SummaryArticleOptions, SummaryArticleResult, } from './summary-article.js';
 export { type ResolvedAgentAvailability, TenantAgent, TenantAgentCollection, type TenantAgentStatus, } from './tenant-agent.js';

package/dist/index.d.ts.map

@@ -1 +1 @@
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