@happyvertical/smrt-planner 0.57.5 → 0.57.7

package/dist/assistant/prompt.js

@@ -51,16 +51,37 @@ const EXAMPLES = [
             theme: { primary: '#d97706' },
         },
     },
+    {
+        says: 'give me a summary of all sales last month',
+        report: 'invoices',
+        answer: {
+            reply: 'Here is a summary of last month.',
+            add: [],
+            remove: [],
+            report: { source: 'invoices', range: 'last month' },
+        },
+    },
+    {
+        says: 'show me a report of sales by month',
+        report: 'invoices',
+        answer: {
+            reply: 'Here are sales by month.',
+            add: [],
+            remove: [],
+            report: { source: 'invoices', bucket: 'month' },
+        },
+    },
     {
         says: 'hello',
         answer: { reply: 'Hi. What kind of business is it?', add: [], remove: [] },
     },
 ];
-function examples(recipeIds, cookbookIds, withSettings, withTheme) {
+function examples(recipeIds, cookbookIds, withSettings, withTheme, reportIds = new Set()) {
     return EXAMPLES.filter((e) => (e.recipes ?? []).every((id) => recipeIds.has(id)) &&
         (!e.cookbook || cookbookIds.has(e.cookbook)) &&
         (!e.settings || withSettings) &&
-        (!e.theme || withTheme)).map((e) => `"${e.says}" -> ${JSON.stringify(e.answer)}`);
+        (!e.theme || withTheme) &&
+        (!e.report || reportIds.has(e.report))).map((e) => `"${e.says}" -> ${JSON.stringify(e.answer)}`);
 }
 /** The recipe a request for a report or a summary of the app's data needs. */
 export const REPORTS_RECIPE = 'reports.runtime';
@@ -79,7 +100,7 @@ export function formatTaxPercent(fraction) {
  * and a hint line naming what looks relevant. Without it every item gets a
  * full line. The response schema lists every id either way.
  */
-export function buildSystemPrompt(recipes, current, cookbooks = [], settings, matches, themeInfo, menu = []) {
+export function buildSystemPrompt(recipes, current, cookbooks = [], settings, matches, themeInfo, menu = [], reports = [], pendingReport) {
     const focused = matches !== undefined;
     const matchedRecipes = (matches ?? [])
         .filter((m) => m.kind === 'recipe')
@@ -114,11 +135,17 @@ export function buildSystemPrompt(recipes, current, cookbooks = [], settings, ma
     if (menu.length) {
         out.push('"open": a menu section id only when they ask to see or go to one, else null.');
     }
-    out.push('"reply" never claims anything beyond add, remove, cookbook, settings, theme and open: the app reports what changed.');
-    if (recipes.some((r) => r.id === REPORTS_RECIPE)) {
-        out.push(`A report or summary of their data needs ${REPORTS_RECIPE} (Reports): add it, and open only its section, never another. You cannot build the report itself yet.`);
+    if (reports.length) {
+        out.push('"report": only when they ask for a report, summary or totals of their records: {"source": a report source id, optional "measures": [{"fn": count|sum|avg|min|max, "field"}], "groupBy": a field (not a time word), "bucket": minute|hour|day|week|month|quarter|year for "by month"/"weekly"/"over time", "range": their period in words ("last month", "last 90 days", "Q3"), "filters": [{"field", "op": eq|ne|gt|gte|lt|lte|contains, "value"}]}; a summary needs only source and range; money values are in currency units (500 for $500). Else omit.');
     }
-    const shown = examples(new Set(recipes.map((r) => r.id)), new Set(cookbooks.map((c) => c.id)), Boolean(settings), Boolean(themeInfo));
+    out.push(`"reply" never claims anything beyond add, remove, cookbook, settings, theme, open${reports.length ? ' and report' : ''}: the app reports what changed.`);
+    if (reports.length) {
+        out.push(`A report or summary of their data is "report", never a recipe to add or a section to open: the app turns on ${REPORTS_RECIPE} (Reports), builds the report, shows a preview and saves it only when they approve.`);
+    }
+    else if (recipes.some((r) => r.id === REPORTS_RECIPE)) {
+        out.push(`A report or summary of their data needs ${REPORTS_RECIPE} (Reports): add it, and open only its section, never another. You cannot build the report itself here.`);
+    }
+    const shown = examples(new Set(recipes.map((r) => r.id)), new Set(cookbooks.map((c) => c.id)), Boolean(settings), Boolean(themeInfo), new Set(reports.map((r) => r.id)));
     if (shown.length)
         out.push('', 'Examples:', ...shown);
     const themeHint = !!themeInfo && (matches ?? []).some((m) => m.kind === 'theme');
@@ -175,5 +202,13 @@ export function buildSystemPrompt(recipes, current, cookbooks = [], settings, ma
     if (menu.length) {
         out.push(`Menu: ${menu.map((s) => `${s.id} (${s.label})`).join(', ')}.`);
     }
+    if (reports.length) {
+        out.push(`Report sources: ${reports.map((r) => `${r.id} (${r.label})`).join(', ')}.`);
+    }
+    if (pendingReport) {
+        // The follow-up the app just asked: an answer comes back as "report"
+        // with the same source plus what they chose; the app merges it.
+        out.push('', `Pending report question: "${pendingReport.prompt}" Options: ${pendingReport.options.join(', ')}. If they answer it, set "report" with source "${pendingReport.source}" and what they chose (a grouping as "groupBy", a time grouping as "bucket").`);
+    }
     return out.join('\n');
 }

package/dist/assistant/session.svelte.d.ts

@@ -1,6 +1,7 @@
 import type { InferenceMode } from '../inference/config.ts';
 import type { PlannerController } from '../planner/commands/index.ts';
 import type { Recipe } from '../recipes/types.ts';
+import type { PlannerReports } from '../reports/store.ts';
 import type { RecipeStore, SettingsStore, ThemeStore } from './change.ts';
 import { type EngineHost, type LoadProgress } from './engine.ts';
 import { CookbookOffers } from './offers.svelte.ts';
@@ -54,6 +55,11 @@ export declare class AssistantSession {
     readonly offers: CookbookOffers;
     /** Theme changes the assistant made, each undoable from the chat. */
     readonly themeUndos: ThemeUndos | null;
+    /**
+     * Runtime reports over the app's sample data, set by the component that
+     * has the data source (`BrowserAssistant`); null, the assistant builds none.
+     */
+    reports: PlannerReports | null;
     private loaded;
     private chat;
     private abort;

package/dist/assistant/session.svelte.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"session.svelte.d.ts","sourceRoot":"","sources":["../../src/lib/assistant/session.svelte.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,aAAa,EAAE,MAAM,wBAAwB,CAAC;AAE5D,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,8BAA8B,CAAC;AACtE,OAAO,KAAK,EAAE,MAAM,EAAE,MAAM,qBAAqB,CAAC;AAClD,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,qBAAqB,CAAC;AAC1D,OAAO,KAAK,EAAE,WAAW,EAAE,aAAa,EAAE,UAAU,EAAE,MAAM,aAAa,CAAC;AAC1E,OAAO,EAEL,KAAK,UAAU,EAEf,KAAK,YAAY,EAElB,MAAM,aAAa,CAAC;AAErB,OAAO,EAAE,cAAc,EAAE,MAAM,oBAAoB,CAAC;AACpD,OAAO,EAAE,KAAK,cAAc,EAAwB,MAAM,YAAY,CAAC;AACvE,OAAO,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AACpD,OAAO,EACL,KAAK,yBAAyB,EAC9B,KAAK,SAAS,EAEf,MAAM,gBAAgB,CAAC;AAExB;;;;GAIG;AACH,wBAAgB,eAAe,CAAC,IAAI,EAAE,SAAS,EAAE,OAAO,EAAE,MAAM,GAAG,SAAS,CAK3E;AAED,MAAM,MAAM,aAAa,GACrB,aAAa,GACb,MAAM,GACN,SAAS,GACT,OAAO,GACP,OAAO,CAAC;AAEZ,MAAM,WAAW,cAAc;IAC7B,KAAK,EAAE,WAAW,CAAC;IACnB,OAAO,EAAE,SAAS,MAAM,EAAE,CAAC;IAC3B,yEAAyE;IACzE,QAAQ,CAAC,EAAE,aAAa,CAAC;IACzB,gFAAgF;IAChF,KAAK,CAAC,EAAE,UAAU,CAAC;IACnB,0FAA0F;IAC1F,UAAU,CAAC,EAAE,iBAAiB,CAAC;IAC/B,OAAO,EAAE,OAAO,GAAG,IAAI,CAAC;IACxB,8CAA8C;IAC9C,MAAM,CAAC,EAAE,MAAM,OAAO,CAAC;IACvB,IAAI,CAAC,EAAE,UAAU,CAAC;IAClB,wEAAwE;IACxE,OAAO,CAAC,EAAE,CAAC,IAAI,EAAE,MAAM,KAAK,IAAI,CAAC;IACjC,4EAA4E;IAC5E,IAAI,CAAC,EAAE,MAAM,SAAS;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,KAAK,EAAE,MAAM,CAAA;KAAE,EAAE,CAAC;CACvD;AAED;;;;GAIG;AACH,qBAAa,gBAAgB;IAC3B,MAAM,gBAAiC;IACvC,KAAK,iBAA0D;IAC/D,QAAQ,eAAmD;IAC3D,KAAK,SAAc;IACnB,gFAAgF;IAChF,IAAI,gBAAoC;IACxC,4EAA4E;IAC5E,WAAW,SAAc;IAEzB,QAAQ,CAAC,SAAS,EAAE,yBAAyB,CAAC;IAC9C,4EAA4E;IAC5E,QAAQ,CAAC,MAAM,iBAA0C;IACzD,qEAAqE;IACrE,QAAQ,CAAC,UAAU,EAAE,UAAU,GAAG,IAAI,CAAC;IACvC;;;OAGG;IACH,OAAO,EAAE,cAAc,GAAG,IAAI,CAAQ;IACtC,OAAO,CAAC,MAAM,CAA4B;IAC1C,OAAO,CAAC,IAAI,CAA0B;IACtC,OAAO,CAAC,KAAK,CAAgC;IAC7C,OAAO,CAAC,cAAc,CAAK;IAC3B,OAAO,CAAC,QAAQ,CAAC,OAAO,CAAiB;gBAE7B,OAAO,EAAE,cAAc;IAkCnC;;;OAGG;IACH,OAAO,CAAC,IAAI,EAAE,aAAa,GAAG,IAAI;IAYlC,iFAAiF;IACjF,SAAS,CAAC,IAAI,EAAE,SAAS,GAAG,IAAI,EAAE,KAAK,EAAE,MAAM,GAAG,IAAI;IAOtD,0EAA0E;IAC1E,IAAI,SAAS,IAAI,OAAO,CAEvB;IAED,MAAM,CAAC,OAAO,EAAE,MAAM,GAAG,IAAI;IAM7B,8EAA8E;IACxE,KAAK,IAAI,OAAO,CAAC,IAAI,CAAC;IAqD5B,mCAAmC;IACnC,MAAM,IAAI,IAAI;IAId,qDAAqD;IACrD,MAAM,IAAI,IAAI;CAYf"}

package/dist/assistant/session.svelte.js

@@ -37,6 +37,11 @@ export class AssistantSession {
     offers = new CookbookOffers(getLibraryCookbook);
     /** Theme changes the assistant made, each undoable from the chat. */
     themeUndos;
+    /**
+     * Runtime reports over the app's sample data, set by the component that
+     * has the data source (`BrowserAssistant`); null, the assistant builds none.
+     */
+    reports = null;
     loaded = null;
     chat = null;
     abort = null;
@@ -71,6 +76,7 @@ export class AssistantSession {
                         : 'Download a model first, then I can help. The cards on the Planner page work without one.',
             onReply: (text) => options.onReply?.(text),
             menu: options.menu,
+            reports: () => this.reports,
         });
     }
     /**

package/dist/assistant/transport.d.ts

@@ -1,6 +1,8 @@
-import type { AssistantTransport } from '@happyvertical/smrt-chat/svelte';
+import { type AssistantQuestion, type AssistantTransport } from '@happyvertical/smrt-chat/svelte';
 import { type PlannerController } from '../planner/commands/index.ts';
 import type { Recipe } from '../recipes/types.ts';
+import { type ReportFollowUp } from '../reports/intent.ts';
+import type { PlannerReports } from '../reports/store.ts';
 import type { ThemeSetting } from '../theme/theme.ts';
 import { type RecipeStore, type SettingsStore, type ThemeStore } from './change.ts';
 import type { OfferRef } from './offers.svelte.ts';
@@ -66,17 +68,35 @@ export interface BrowserTransportOptions {
         id: string;
         label: string;
     }[];
+    /**
+     * Runtime reports over the app's sample data (#4100). With it the model may
+     * answer a report request with a `report` intent, which the transport turns
+     * into smrt-reports' `reports.runtime.*` steps: sources, define (preview),
+     * run; the person's approval saves. Null or omitted: no report building.
+     */
+    reports?: () => PlannerReports | null;
 }
 export interface BrowserAssistantTransport extends AssistantTransport {
     /** Stop the turn in flight, if any. */
     abort(): void;
+    /**
+     * Record how a report preview was answered on the transcript's own tool
+     * data, so a reloaded transcript shows the outcome, not live buttons.
+     */
+    recordReportOutcome(specHash: string, outcome: unknown): void;
 }
 /** The one line the chat opens with. */
 export declare const GREETING = "What would you like to build?";
 /** Said when a turn changed nothing and the model's sentence was not a question. */
 export declare const NOTHING_CHANGED = "Nothing in the app changed.";
-/** Said after a report request: the planner cannot build one yet (smrt#4100). */
-export declare const REPORTS_PENDING = "Building the report itself is not available in the planner yet; it will live under Reports.";
+/** Said after a report request where this planner has no sample data to report on. */
+export declare const REPORTS_UNAVAILABLE = "Building a report needs the planner app and its sample records; it will live under Reports.";
+/** The tool call a report preview rides on, as smrt-chat names it. */
+export declare const REPORT_DEFINE_TOOL = "reports.runtime.define";
+/** A report follow-up as smrt-chat's structured question (a form in the dock). */
+export declare function reportQuestion(followUp: ReportFollowUp, id: string): AssistantQuestion;
+/** What the chat says under a report preview. */
+export declare function reportPreviewText(title: string, rows: number): string;
 /**
  * What the chat says for a turn. When something ran, the commands' own
  * summaries ("Added Invoicing.", "Opened Billing."), never the model's

package/dist/assistant/transport.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"transport.d.ts","sourceRoot":"","sources":["../../src/lib/assistant/transport.ts"],"names":[],"mappings":"AAAA,OAAO,EAIL,KAAK,iBAAiB,EAKtB,KAAK,kBAAkB,EAGxB,MAAM,iCAAiC,CAAC;AAEzC,OAAO,EAEL,KAAK,iBAAiB,EACvB,MAAM,8BAA8B,CAAC;AACtC,OAAO,KAAK,EAAE,MAAM,EAAE,MAAM,qBAAqB,CAAC;AAClD,OAAO,EACL,KAAK,cAAc,EAKpB,MAAM,sBAAsB,CAAC;AAC9B,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,qBAAqB,CAAC;AAC1D,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,mBAAmB,CAAC;AACtD,OAAO,EAKL,KAAK,WAAW,EAChB,KAAK,aAAa,EAClB,KAAK,UAAU,EAChB,MAAM,aAAa,CAAC;AAErB,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,oBAAoB,CAAC;AACnD,OAAO,EAEL,KAAK,aAAa,EAEnB,MAAM,aAAa,CAAC;AACrB,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,wBAAwB,CAAC;AAE3D,sEAAsE;AACtE,MAAM,WAAW,SAAS;IACxB,OAAO,CACL,IAAI,EAAE,MAAM,EACZ,OAAO,CAAC,EAAE;QACR,OAAO,CAAC,EAAE;YAAE,IAAI,EAAE,QAAQ,GAAG,MAAM,GAAG,WAAW,CAAC;YAAC,OAAO,EAAE,MAAM,CAAA;SAAE,EAAE,CAAC;QACvE,cAAc,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,MAAM,CAAC;QAClD,WAAW,CAAC,EAAE,MAAM,CAAC;QACrB,SAAS,CAAC,EAAE,MAAM,CAAC;QACnB,MAAM,CAAC,EAAE,WAAW,CAAC;KACtB,GACA,OAAO,CAAC,MAAM,CAAC,CAAC;CACpB;AAED,MAAM,WAAW,uBAAuB;IACtC,mEAAmE;IACnE,KAAK,EAAE,MAAM,SAAS,GAAG,IAAI,CAAC;IAC9B,KAAK,EAAE,WAAW,CAAC;IACnB,OAAO,EAAE,SAAS,MAAM,EAAE,CAAC;IAC3B,6DAA6D;IAC7D,SAAS,CAAC,EAAE,SAAS,aAAa,EAAE,CAAC;IACrC,iFAAiF;IACjF,MAAM,CAAC,EAAE;QACP,KAAK,CAAC,UAAU,EAAE,MAAM,GAAG,QAAQ,GAAG,IAAI,CAAC;QAC3C,yEAAyE;QACzE,OAAO,CAAC,IAAI,OAAO,CAAC;KACrB,CAAC;IACF,0DAA0D;IAC1D,QAAQ,CAAC,EAAE,aAAa,CAAC;IACzB,yEAAyE;IACzE,KAAK,CAAC,EAAE,UAAU,CAAC;IACnB,UAAU,CAAC,EAAE;QACX,MAAM,CACJ,QAAQ,EAAE,YAAY,GAAG,SAAS,EAClC,aAAa,CAAC,EAAE,MAAM,GACrB,YAAY,CAAC;KACjB,CAAC;IACF;;;;;OAKG;IACH,UAAU,CAAC,EAAE,iBAAiB,CAAC;IAC/B;;;;OAIG;IACH,cAAc,CAAC,EAAE,OAAO,GAAG,CAAC,MAAM,OAAO,CAAC,CAAC;IAC3C,oEAAoE;IACpE,WAAW,CAAC,EAAE,MAAM,GAAG,CAAC,MAAM,MAAM,CAAC,CAAC;IACtC,GAAG,CAAC,EAAE,MAAM,MAAM,CAAC;IACnB,qFAAqF;IACrF,OAAO,CAAC,EAAE,CAAC,IAAI,EAAE,MAAM,KAAK,IAAI,CAAC;IACjC;;;;OAIG;IACH,IAAI,CAAC,EAAE,MAAM,SAAS;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,KAAK,EAAE,MAAM,CAAA;KAAE,EAAE,CAAC;IACtD;;;;;OAKG;IACH,OAAO,CAAC,EAAE,MAAM,cAAc,GAAG,IAAI,CAAC;CACvC;AAED,MAAM,WAAW,yBAA0B,SAAQ,kBAAkB;IACnE,uCAAuC;IACvC,KAAK,IAAI,IAAI,CAAC;IACd;;;OAGG;IACH,mBAAmB,CAAC,QAAQ,EAAE,MAAM,EAAE,OAAO,EAAE,OAAO,GAAG,IAAI,CAAC;CAC/D;AAGD,wCAAwC;AACxC,eAAO,MAAM,QAAQ,kCAAkC,CAAC;AAgDxD,oFAAoF;AACpF,eAAO,MAAM,eAAe,gCAAgC,CAAC;AAE7D,sFAAsF;AACtF,eAAO,MAAM,mBAAmB,gGAC+D,CAAC;AAEhG,sEAAsE;AACtE,eAAO,MAAM,kBAAkB,2BAA2B,CAAC;AAE3D,kFAAkF;AAClF,wBAAgB,cAAc,CAC5B,QAAQ,EAAE,cAAc,EACxB,EAAE,EAAE,MAAM,GACT,iBAAiB,CAoBnB;AA8GD,iDAAiD;AACjD,wBAAgB,iBAAiB,CAAC,KAAK,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,GAAG,MAAM,CAErE;AAKD;;;;;;GAMG;AACH,wBAAgB,WAAW,CACzB,IAAI,EAAE,MAAM,EACZ,OAAO,EAAE,MAAM,EACf,OAAO,EAAE,OAAO,GACf,MAAM,CAIR;AAwCD;;;;;;;GAOG;AACH,wBAAgB,+BAA+B,CAC7C,OAAO,EAAE,uBAAuB,GAC/B,yBAAyB,CA0f3B"}

package/dist/assistant/transport.js

@@ -1,4 +1,7 @@
+import { ASSISTANT_QUESTION_KIND, matchAssistantQuestionText, validateAssistantQuestionAnswer, } from '@happyvertical/smrt-chat/svelte';
+import { resolveRuntimeReportTimeRange } from '@happyvertical/smrt-reports/spec';
 import { createSliceController, } from "../planner/commands/index.js";
+import { sourceFollowUp, whichSourceQuestion, } from "../reports/intent.js";
 import { buildResponseSchema, describeChange, parseChange, } from "./change.js";
 import { buildMatchIndex, matchText } from "./match.js";
 import { buildSystemPrompt, REPORTS_RECIPE, } from "./prompt.js";
@@ -37,8 +40,128 @@ function runCommands(controller, calls) {
 }
 /** Said when a turn changed nothing and the model's sentence was not a question. */
 export const NOTHING_CHANGED = 'Nothing in the app changed.';
-/** Said after a report request: the planner cannot build one yet (smrt#4100). */
-export const REPORTS_PENDING = 'Building the report itself is not available in the planner yet; it will live under Reports.';
+/** Said after a report request where this planner has no sample data to report on. */
+export const REPORTS_UNAVAILABLE = 'Building a report needs the planner app and its sample records; it will live under Reports.';
+/** The tool call a report preview rides on, as smrt-chat names it. */
+export const REPORT_DEFINE_TOOL = 'reports.runtime.define';
+/** A report follow-up as smrt-chat's structured question (a form in the dock). */
+export function reportQuestion(followUp, id) {
+    return {
+        kind: ASSISTANT_QUESTION_KIND,
+        id,
+        prompt: followUp.prompt,
+        fields: [
+            {
+                name: followUp.field,
+                label: followUp.label,
+                type: 'choice',
+                options: followUp.options.map(({ value, label, keywords }) => ({
+                    value,
+                    label,
+                    ...(keywords ? { keywords } : {}),
+                })),
+                default: followUp.default,
+                required: true,
+            },
+        ],
+    };
+}
+/** Merge a follow-up pick or a model's partial answer into a pending intent. */
+function mergeIntent(base, patch) {
+    const out = { ...base };
+    for (const [key, value] of Object.entries(patch)) {
+        if (value === undefined)
+            delete out[key];
+        else
+            out[key] = value;
+    }
+    return out;
+}
+/** Words that are filler, or time words the report reads itself. */
+const ANSWER_FILLER = new Set([
+    'a',
+    'an',
+    'and',
+    'the',
+    'by',
+    'per',
+    'of',
+    'in',
+    'on',
+    'for',
+    'to',
+    'with',
+    'please',
+    'use',
+    'i',
+    'want',
+    'it',
+    'its',
+    'group',
+    'grouped',
+    'show',
+    'me',
+    'just',
+    'ok',
+    'okay',
+    'yes',
+    'that',
+    'one',
+    'option',
+    'last',
+    'this',
+    'past',
+    'previous',
+    'current',
+    'day',
+    'week',
+    'month',
+    'quarter',
+    'year',
+    'today',
+    'yesterday',
+    'ytd',
+    'date',
+    'time',
+]);
+const answerWords = (text) => text
+    .toLowerCase()
+    .replace(/([a-z])([A-Z])/g, '$1 $2')
+    .split(/[^a-z0-9]+/)
+    .filter(Boolean)
+    .map((w) => (w.length > 3 && w.endsWith('s') ? w.slice(0, -1) : w));
+/**
+ * A typed reply that answers the pending question and says nothing else
+ * ("the date month", "status", "status last month"): every word is an
+ * option's word, filler, or a time word the report reads itself. Anything
+ * more ("invoices over $500", "add invoicing") goes to the model with the
+ * pending question in its prompt, so nothing the person said is dropped.
+ */
+function directAnswer(followUp, question, text) {
+    const values = matchAssistantQuestionText(question, text);
+    if (!values)
+        return undefined;
+    const known = new Set(followUp.options.flatMap((o) => answerWords([o.label, o.value, ...(o.keywords ?? [])].join(' '))));
+    // A number counts only when it is part of a period the time parser read
+    // ("last 90 days", "Q3", "2025"); "over 500" is a threshold for the model.
+    const period = resolveRuntimeReportTimeRange(text, new Date()) !== null;
+    const extra = answerWords(text).filter((w) => !known.has(w) &&
+        !ANSWER_FILLER.has(w) &&
+        !(period && (/^\d+$/.test(w) || /^q[1-4]$/.test(w))));
+    if (extra.length)
+        return undefined;
+    const chosen = values[followUp.field];
+    const value = Array.isArray(chosen) ? chosen[0] : chosen;
+    return followUp.options.find((o) => o.value === value);
+}
+const sameFollowUp = (a, b) => a.field === b.field &&
+    a.prompt === b.prompt &&
+    a.options.map((o) => o.value).join('|') ===
+        b.options.map((o) => o.value).join('|');
+/** What the chat says under a report preview. */
+export function reportPreviewText(title, rows) {
+    return `Here is a preview of ${title} (${rows} ${rows === 1 ? 'row' : 'rows'}). Approve it to save it under Saved reports.`;
+}
 /** The Reports menu entry (reports.runtime's RuntimeReport). */
 const REPORTS_ITEM = 'item:reports:RuntimeReport';
 /**
@@ -106,6 +229,79 @@ export function createBrowserAssistantTransport(options) {
     const messages = [];
     const seen = new Map();
     let controller = null;
+    /**
+     * The report follow-up waiting for an answer: the intent so far, the
+     * question asked (its options from the source descriptor), and the words
+     * of the original request (their time words still count).
+     */
+    let pending = null;
+    let questions = 0;
+    /**
+     * `reports.runtime.define` (preview) then `run`, by code. A follow-up the
+     * intent still needs becomes a form (and the pending question); asking the
+     * identical question twice is never done: the sensible default is taken
+     * and the reply says so.
+     */
+    async function buildReport(reports, intent, text, previous) {
+        const defined = await reports.define(intent, text);
+        if (defined.ok) {
+            pending = null;
+            // Reports must be on to keep the report; turning it on is a command
+            // like any other, so the reply says it ran.
+            const added = options.store.ids.includes(REPORTS_RECIPE)
+                ? []
+                : applyRecipes(planner, { add: [REPORTS_RECIPE], remove: [] }).added;
+            return {
+                added,
+                ref: {
+                    name: REPORT_DEFINE_TOOL,
+                    phase: 'preview',
+                    result: defined.proposal,
+                },
+                text: reportPreviewText(defined.proposal.spec.title, defined.proposal.preview.rowCount),
+            };
+        }
+        const followUp = defined.followUp;
+        if (!followUp) {
+            pending = null;
+            return { added: [], text: defined.question };
+        }
+        if (previous && sameFollowUp(previous, followUp)) {
+            const pick = followUp.options.find((o) => o.value === followUp.default);
+            if (pick) {
+                const next = await buildReport(reports, mergeIntent(intent, pick.apply), text, followUp);
+                return { ...next, text: `I went with ${pick.label}. ${next.text}` };
+            }
+        }
+        const question = reportQuestion(followUp, `report-${++questions}`);
+        pending = { intent, followUp, question, text };
+        return { added: [], ref: question, text: followUp.prompt };
+    }
+    /** The option a form submission or a typed answer picked. */
+    function pickedOption(followUp, values) {
+        const chosen = values[followUp.field];
+        const value = Array.isArray(chosen) ? chosen[0] : chosen;
+        return followUp.options.find((o) => o.value === value);
+    }
+    /** Continue a pending report with a picked option, with no model turn. */
+    async function answerPending(reports, option, reply = '') {
+        const current = pending;
+        if (!current)
+            return { content: '' };
+        const built = await buildReport(reports, mergeIntent(current.intent, option.apply), `${current.text} ${reply}`.trim(), current.followUp);
+        const content = [
+            describeChange({ added: built.added, removed: [], kept: [] }, options.recipes),
+            built.text,
+        ]
+            .filter(Boolean)
+            .join(' ');
+        if (content)
+            options.onReply?.(content);
+        return { content, refs: built.ref };
+    }
+    const reportsHost = () => options.recipes.some((r) => r.id === REPORTS_RECIPE)
+        ? (options.reports?.() ?? null)
+        : null;
     const push = (role, content, clientRequestId, toolCallData) => {
         const message = {
             id: id('m'),
@@ -133,6 +329,16 @@ export function createBrowserAssistantTransport(options) {
     });
     const greeting = push('assistant', GREETING);
     async function turn(text) {
+        // A typed answer to the pending report question resolves against its
+        // options in code: no model turn, and "the date month" means the date by
+        // month whatever the model would have made of it.
+        const pendingReports = pending ? reportsHost() : null;
+        if (pending && pendingReports) {
+            const option = directAnswer(pending.followUp, pending.question, text);
+            // The reply's own time words ("status last month") still count.
+            if (option)
+                return answerPending(pendingReports, option, text);
+        }
         const model = options.model();
         if (!model) {
             return {
@@ -155,15 +361,25 @@ export function createBrowserAssistantTransport(options) {
             }));
             const matches = matchText(index, text);
             const menu = options.menu?.() ?? [];
+            // `reports.runtime.sources`: what a report may cover in this app.
+            const reports = reportsHost();
+            const reportSources = reports?.sources() ?? [];
+            const asked = pending;
             const raw = await model.message(text, {
                 history: [
                     {
                         role: 'system',
-                        content: buildSystemPrompt(options.recipes, options.store.ids, cookbooks, options.settings?.read(), matches, options.theme ? { current: options.theme.read() } : undefined, menu),
+                        content: buildSystemPrompt(options.recipes, options.store.ids, cookbooks, options.settings?.read(), matches, options.theme ? { current: options.theme.read() } : undefined, menu, reportSources.map(({ id, label }) => ({ id, label })), asked
+                            ? {
+                                source: asked.intent.source,
+                                prompt: asked.followUp.prompt,
+                                options: asked.followUp.options.map((o) => o.label),
+                            }
+                            : undefined),
                     },
                     ...prior,
                 ],
-                responseSchema: buildResponseSchema(options.recipes, cookbooks, !!options.settings, !!options.theme, menu.map((section) => section.id)),
+                responseSchema: buildResponseSchema(options.recipes, cookbooks, !!options.settings, !!options.theme, menu.map((section) => section.id), reportSources.map((source) => source.id)),
                 temperature: 0,
                 maxTokens: MAX_REPLY_TOKENS,
                 signal: controller.signal,
@@ -173,7 +389,16 @@ export function createBrowserAssistantTransport(options) {
                     ? options.acceptCommands()
                     : options.acceptCommands,
                 sections: menu.map((section) => section.id),
+                reports: reportSources.length > 0,
             });
+            // A report turn is driven by code, not by the model's other choices: a
+            // report is never a recipe to add or a section to open ("sales report"
+            // must not land in the product catalogue). Settings and theme still apply.
+            if (change.report) {
+                change.add = [];
+                change.remove = [];
+                delete change.open;
+            }
             const applied = applyRecipes(planner, change);
             const settingsText = options.settings && hasKeys(change.settings)
                 ? runSummary(planner, 'set_settings', change.settings)
@@ -199,7 +424,49 @@ export function createBrowserAssistantTransport(options) {
                 ? change.open
                 : undefined;
             const openText = open ? openSection(planner, open, menu) : '';
-            const summary = [
+            // `reports.runtime.define` (preview) then `reports.runtime.run`, by code
+            // (`buildReport`). An answer to a pending follow-up merges into its
+            // intent; a turn that answers nothing takes the sensible default rather
+            // than asking the same question again.
+            let reportText = '';
+            let reportRef;
+            let reportIntent = null;
+            let reportWords = text;
+            if (asked && change.report) {
+                reportIntent = mergeIntent(asked.intent, change.report);
+                reportWords = `${asked.text} ${text}`;
+            }
+            else if (change.report) {
+                reportIntent = change.report;
+            }
+            const didOther = applied.added.length > 0 ||
+                applied.removed.length > 0 ||
+                !!settingsText ||
+                !!themed?.summary ||
+                !!commandText ||
+                !!openText ||
+                !!change.cookbook;
+            if (reports && reportIntent) {
+                const built = await buildReport(reports, reportIntent, reportWords, asked?.followUp ?? null);
+                applied.added.push(...built.added);
+                reportText = built.text;
+                reportRef = built.ref;
+            }
+            else if (reports && asked && !didOther) {
+                // A second miss: never the identical question again.
+                const pick = asked.followUp.options.find((o) => o.value === asked.followUp.default);
+                if (pick) {
+                    const built = await buildReport(reports, mergeIntent(asked.intent, pick.apply), asked.text, asked.followUp);
+                    applied.added.push(...built.added);
+                    reportText = `I went with ${pick.label}. ${built.text}`;
+                    reportRef = built.ref;
+                }
+            }
+            else if (asked) {
+                // The person moved on to something else.
+                pending = null;
+            }
+            const ran = [
                 describeChange(applied, options.recipes),
                 settingsText,
                 themed?.summary ?? '',
@@ -208,6 +475,30 @@ export function createBrowserAssistantTransport(options) {
             ]
                 .filter(Boolean)
                 .join(' ');
+            // The model adding Reports is a report request too, whatever the words.
+            const askedForReport = reportRequest || applied.added.includes(REPORTS_RECIPE);
+            if (askedForReport &&
+                !change.report &&
+                !asked &&
+                !openText &&
+                !applied.removed.length) {
+                // Asked for a report but named nothing to build (adding Reports alone
+                // builds nothing): ask which records, never guess, or say this planner
+                // cannot build one. Going to the Reports section needs no question.
+                const followUp = reports ? sourceFollowUp(reportSources) : null;
+                if (followUp) {
+                    const question = reportQuestion(followUp, `report-${++questions}`);
+                    pending = { intent: { source: '' }, followUp, question, text };
+                    reportText = followUp.prompt;
+                    reportRef = question;
+                }
+                else {
+                    reportText = reports
+                        ? whichSourceQuestion(reportSources)
+                        : REPORTS_UNAVAILABLE;
+                }
+            }
+            const summary = [ran, reportText].filter(Boolean).join(' ');
             // Backstop: a small model sometimes misses a plain "I run a bakery".
             // A strong cookbook match is offered anyway (never applied without the
             // click) when the model offered none and none is applied or pending.
@@ -224,16 +515,13 @@ export function createBrowserAssistantTransport(options) {
                 ? cookbooks.find((c) => c.id === cookbookId)
                 : undefined;
             const line = change.reply || (offered ? `Set up ${offered.name}?` : '');
-            const reply = [
-                honestReply(line, summary, !!offer),
-                reportRequest ? REPORTS_PENDING : '',
-            ]
-                .filter(Boolean)
-                .join(' ');
+            const reply = honestReply(line, summary, !!offer);
             if (reply)
                 options.onReply?.(reply);
-            // One ref renders as is; a cookbook offer and a theme Undo in one turn ride together.
-            const refs = offer && undo ? [offer, undo] : (offer ?? undo);
+            // One ref renders as is; several in one turn (a cookbook offer, a theme
+            // Undo, a report preview) ride together.
+            const all = [offer, undo, reportRef].filter(Boolean);
+            const refs = all.length > 1 ? all : all[0];
             return { content: reply, refs };
         }
         catch (error) {
@@ -270,6 +558,61 @@ export function createBrowserAssistantTransport(options) {
             seen.set(input.clientRequestId, result);
             return result;
         },
+        /**
+         * The report follow-up's form, submitted: its pick merges into the
+         * pending intent and the flow continues (preview, then confirmation) with
+         * no model turn. The question is marked answered for the transcript.
+         */
+        async answerQuestion(input) {
+            const cached = seen.get(input.clientRequestId);
+            if (cached)
+                return cached;
+            const reports = reportsHost();
+            if (!pending || !reports || pending.question.id !== input.questionId) {
+                throw new Error('That question is no longer open. Ask again?');
+            }
+            const values = validateAssistantQuestionAnswer(pending.question, input.values);
+            const option = values
+                ? pickedOption(pending.followUp, values)
+                : undefined;
+            if (!values || !option)
+                throw new Error('Choose one of the options.');
+            const asked = messages.find((m) => m.id === input.messageId);
+            if (asked) {
+                const mark = (ref) => {
+                    const item = ref;
+                    return item?.kind === ASSISTANT_QUESTION_KIND &&
+                        item.id === input.questionId
+                        ? { ...item, answer: values }
+                        : ref;
+                };
+                asked.toolCallData = Array.isArray(asked.toolCallData)
+                    ? asked.toolCallData.map(mark)
+                    : mark(asked.toolCallData);
+            }
+            const reply = await answerPending(reports, option);
+            const result = {
+                inProgress: false,
+                ...(asked ? { messages: [asked] } : {}),
+                assistantMessage: push('assistant', reply.content, undefined, reply.refs),
+            };
+            seen.set(input.clientRequestId, result);
+            return result;
+        },
+        recordReportOutcome(specHash, outcome) {
+            for (const message of messages) {
+                const refs = Array.isArray(message.toolCallData)
+                    ? message.toolCallData
+                    : [message.toolCallData];
+                for (const ref of refs) {
+                    const item = ref;
+                    if (item?.name === REPORT_DEFINE_TOOL &&
+                        item.result?.specHash === specHash) {
+                        item.outcome = outcome;
+                    }
+                }
+            }
+        },
         async uploadAttachment(file) {
             throw new Error(`The assistant cannot take attachments (${file.name}).`);
         },