@hotmeshio/long-tail 0.18.0 → 0.19.0

package/docs/operations.md

@@ -1,109 +1,104 @@
 # Operations
 
-The Operations view gives anyone managing a process pipeline a live picture of how work is flowing across every station. It answers the question the COO actually asks: *are we keeping up, and where are things backing up?*
+Operations gives anyone managing a process pipeline a live picture of how work is flowing across a segment of roles. It answers the question the COO actually asks: *are we keeping up, and where are things backing up?* It surfaces as two boards that share one selector:
 
-## What "operations" means
+- **Pace Board** (`/pace`) — actual-vs-target throughput across a segment of roles.
+- **Trend Board** (`/trends`) — the entity lens: where an entity's time goes across the roles that handle it.
 
-A process is a directed sequence of **stations** — each station is a role where work lands, is claimed, and gets resolved before moving downstream. The ortho manufacturing pipeline is one example: `design → review → print → grind → glue → finish → qa → ship`. Any set of roles with `parent_role` set forms a process graph.
+`/operations` redirects to `/pace`.
 
-Stations opt in to the Operations view by setting `ops_visible = true` on the role. Roles without that flag appear in the Roles admin page but not on `/operations`.
+## What Operations means
+
+A process is a directed sequence of **roles** — each a queue where work lands, is claimed, and gets resolved before moving downstream. The ortho manufacturing pipeline is one example: `design → review → print → grind → glue → finish → qa → ship`. Any set of roles with `parent_role` set forms a process graph.
+
+A role opts onto the boards by setting `ops_visible = true` (Role Detail → Pace Board → **Show this role on the Pace Board**). Roles without that flag appear in the Roles admin page but not on the boards.
 
 ## Capacity settings
 
-Each station has three settings that define what "healthy" looks like — knowing any two derives the third (`target_per_hour = worker_count / (sla_minutes / 60)`):
+Each role has three settings that define what "healthy" looks like — knowing any two derives the third (`target_per_hour = worker_count / (sla_minutes / 60)`):
 
 | Field | Description |
 |-------|-------------|
 | `sla_minutes` | Target resolution time in minutes. The default age threshold for the priority count. |
-| `target_per_hour` | Intended throughput — how many items should resolve per hour. Used to compute `throughput_pct` and the station's expected count on the pace chart. |
-| `worker_count` | Capacity at this station — number of staff or machines expected to be active. |
+| `target_per_hour` | Intended throughput — how many items should resolve per hour. Used to compute `throughput_pct` and the role's expected count on the pace chart. |
+| `worker_count` | Capacity at this role — number of staff or machines expected to be active. |
 
 These are set via `PATCH /api/roles/:role` or the Roles admin page.
 
-## Priority count
+## Jeopardy count
 
-Every station carries one age signal: `priority_count`, the number of **pending, unclaimed** items older than the station's threshold. It is deliberately a count, not a re-sorted queue — the floor rebalances coarsely, pulling the counted items to the front of the rack, rather than continuously re-ordering everything.
+Every role carries one age signal: `priority_count`, the number of **pending, unclaimed** items older than the role's threshold — its jeopardy. It is deliberately a count, not a re-sorted queue — the floor rebalances coarsely, pulling the counted items to the front of the rack, rather than continuously re-ordering everything.
 
 Two per-role dials shape it, each with a fallback so the count works from `sla_minutes` alone:
 
 | Dial | Description |
 |------|-------------|
 | `priority_facet` | `lt_escalations.metadata` key holding each item's age origin as an ISO 8601 UTC timestamp (e.g. `authorized_at`, the date the order was authorized). Blank = age from `created_at`. When set, items missing the key or holding an unparseable value are not counted. |
-| `priority_threshold_minutes` | Max age before an item counts as priority. Blank = the station's `sla_minutes`. |
+| `priority_threshold_minutes` | Max age before an item counts as jeopardy. Blank = the role's `sla_minutes`. |
 
-Claimed items are excluded — they are already in someone's hands; the count is what still needs pulling forward. On the pace chart the count renders as a powder-blue circle at the station; clicking it (or the sub-row link in the station table) opens the station's queue ordered oldest-first by the same facet, so the counted items sit at the top.
+Claimed items are excluded — they are already in someone's hands; the count is what still needs pulling forward. On the board the count renders as a jeopardy action on the role (a warning triangle); clicking it opens the role's queue filtered to `jeopardy=1`, ordered oldest-first by the same facet, so the counted items sit at the top.
 
 ## Pace chart
 
-The chart is the centrepiece. It plots **absolute counts for the selected window** across the pipeline — every station in dependency order (parent before children, breadth-first) on the X axis.
-
-Two lines cross the stations:
-
-- **Target** — a straight red polyline at each station's expected count for the window (`target_per_hour × window hours`; e.g. 22/h over 15m ≈ 5).
-- **Actual** — a smooth curve through each station's resolved count for the window, with a light area fill beneath it. Reading actual against target shows at a glance which stations are keeping pace.
-
-Each station appears as a circle on the actual curve, colored by its pace ratio (`actual / target`):
-
-- **Green** — met or beat the target (ratio ≥ 1.0).
-- **Amber** — behind (ratio ≥ 0.6).
-- **Red** — well behind (ratio < 0.6).
-- **Grey** — target unset for this station.
+The chart is the centrepiece. It plots **absolute counts for the selected window** across the segment — every role in dependency order (parent before children) on the X axis.
 
-Circle radius grows modestly with resolved volume. Hovering a circle shows a tooltip with the actual count, target, queue depth, and active claims. A separate indigo dot marks each station's **active** (claimed) count.
+Two lines cross the roles:
 
-Below each circle, a three-number strip shows the live state:
+- **Target** — a muted-gray dashed polyline at each role's expected count for the window (`target_per_hour × window hours`; e.g. 22/h over 15m ≈ 5).
+- **Actual** — a smooth green curve through each role's resolved count for the window, with a light area fill beneath it. Reading actual against target shows at a glance which roles are keeping pace.
 
-```
-  5↑  ·  2●  ·  12✓
-```
-
-- `↑` pending (amber when > 0)
-- `●` active / claimed (indigo when > 0)
-- `✓` resolved in period (green, bold — the "did we hit target" signal)
+Each role appears as a circle on the actual curve, its radius growing modestly with resolved volume; the selected role gets a ring. Beneath the curve, the live queue shows as two faint stacked bands — **claimed/worked** (orange) and **waiting/unclaimed** (sky). A `lin | log` toggle switches the Y axis (log by default, so small and large queues stay legible together).
 
-Stations without a `target_per_hour` still appear on the X axis — the lines have a gap there, and the tooltip prompts you to set a target rate to plot pace.
+Roles without a `target_per_hour` still appear on the X axis — the target line has a gap there, and the tooltip prompts you to set a target rate to plot pace.
 
-## Station table
+## Role table
 
-Below the chart, a flat table lists every station with its live numbers:
+Below the chart, a flat table lists every role with its live numbers. Columns in order:
 
 | Column | Description |
 |--------|-------------|
-| PENDING | Items queued right now |
-| ACTIVE | Items currently claimed |
-| RESOLVED | Items resolved in the selected period |
-| P99 WAIT | 99th-percentile queue time (created → claimed) in minutes |
-| P99 WORK | 99th-percentile processing time (claimed → resolved) in minutes |
-| TREND | Mini fill bar + percentage — live backlog ratio while items queue, period throughput efficiency when idle |
+| NAME | The role's display title. |
+| ROLE | The role id (wide viewports). |
+| TARGET/H | Intended throughput — edit inline. |
+| SLA/M | SLA in minutes — edit inline. |
+| WORKERS | Derived capacity — `target ÷ (60 ÷ sla)`. |
+| PENDING | Items queued right now — links to the available queue. |
+| CLAIMED | Items currently claimed — links to the claimed queue. |
+| RESOLVED | Items resolved in the selected period — links to the resolved queue. |
+| P99 WAIT | 99th-percentile queue time (created → claimed) in minutes (wide viewports). |
+| P99 WORK | 99th-percentile processing time (claimed → resolved) in minutes (wide viewports). |
+| MIX | A time-in-state bar for the role's current items. |
+| TREND | Mini fill bar + percentage — the pending-to-target ratio (amber above 1.0, gray below 0.2, green between). |
+| ACTIONS | View queue, configure, and a jeopardy count when the role has aging unclaimed work. |
 
-If a station has `priority_count > 0`, a powder-blue sub-row appears: `N priority — pull oldest first →`. The link opens the escalation queue filtered to that role and ordered oldest-first by the station's priority facet (`created_at` when no facet is configured), so the counted items sit at the top.
+The three status columns carry the chart's hues as faint tints. The jeopardy action links to the escalation queue filtered to that role, `jeopardy=1`, ordered oldest-first by the role's priority facet (`created_at` when none is configured), so the counted items sit at the top.
 
-Clicking any row opens the station detail panel.
+Clicking any row opens the role detail panel.
 
-## Station detail panel
+## Role detail panel
 
-A 340 px right rail that slides open when a row or chart circle is clicked. Three sections:
+A right rail that slides open when a row or chart circle is clicked. It carries:
 
 1. **Identity** — role key, title, description, link to edit in Roles.
-2. **Period selector** — `15m | 1h | 24h | 7d | 30d` toggle for this station only. It opens on the chart's selected window, then adjusts independently.
-3. **Metrics** — pending / resolved / active counts; wait and work percentiles (P99, P50, avg); SLA target; worker count; links to the queue.
+2. **Period selector** — a `15m | 1h | 24h | 7d | 30d` toggle for this role only. It opens on the board's selected window, then adjusts independently.
+3. **Metrics** — pending / resolved / claimed counts; wait and work percentiles (P99, P50, avg); SLA target; worker count; the time-in-state mix and per-entity timelines inline; links to the queue.
 
 Close the panel with × or by clicking another row.
 
-## Entity lens
+## Trend Board (the entity lens)
 
-The board carries one view selector. When any station declares an entity facet, a lens strip appears above the chart: **Stations** (the default station-first board) plus one lens per entity facet the visible roles declare, labeled `by <key>` (e.g. `by serialNumber`). The active lens is deep-linked (`?lens=<key>`). Selecting a lens flips the page from station-first to entity-first: roles sharing the facet form the entity's **system**, and each role contributes states per its `entity_state_source`. Three tiers, aggregate → individual:
+The [combined board selector](dashboard.md#pace-board) offers, alongside the Pace Board segments, one **lens** per entity facet the visible roles declare, labeled `by <key>` (e.g. `by serialNumber`). Choosing a lens navigates to the Trend Board (`/trends`), the active lens deep-linked as `?lens=<key>`. The Trend Board is entity-first: roles sharing the facet form the entity's **system**, and each role contributes states per its `entity_state_source`. Three tiers, aggregate → individual:
 
-- **The system band** — how the fleet's time splits across states over the selected period: one stacked dwell band with a per-state legend (duration, percentage, and a `· N now` membership count where entities currently sit), headlined by the distinct-entity count in queue now (e.g. `6 serialNumber in queue now`).
-- **Slice by** — the same band per value of any metadata key, chosen from a select of the known facet keys (e.g. `model` splits the band into `p1s` vs `h2s`). Small-multiple bands, ranked by total dwell, top 8 values.
-- **The entity table** — one row per entity, ranked by tracked time: the entity value, its current state, its own dwell band, its total tracked time, and a timeline action that opens the entity's cross-queue interval timeline in the right panel.
+- **Where the time went** — how the system's time splits across states over the selected period: a ranked-bar legend by total dwell beside an insight (the leader's share as a headline percentage, `<state> is the biggest time sink`, and `across N stages · M <entity> in queue now`).
+- **Slice by** — the same split per value of any metadata key (`?slice=<key>`, e.g. `model` → `p1s` vs `h2s`), as small-multiple columns ranked by dwell; `?sliceValue=<value>` focuses one value with a paginated entity list.
+- **The entity table** — one row per entity, ranked by tracked time: the entity value, its current state, its own dwell band, its total tracked time, and a timeline action. `?entity=<value>` opens that entity's cross-queue interval timeline in the right panel; `?find=<prefix>` prefix-filters the list.
 
 The lens is driven by two dials on the role's Pace Board section ([Role Detail](dashboard.md#role-detail)):
 
 | Dial | Description |
 |------|-------------|
 | `entity_facet` | The `lt_escalations.metadata` key naming the entity that moves through the role (e.g. `serialNumber`, `orderId`). Roles sharing a key form that entity's system. Blank = the role has no entity notion. |
-| `entity_state_source` | How the role names the entity's state: **Station** (`'role'` — being in this role is one state, e.g. a servicing queue) or **Subtypes** (`'subtype'` — the one role holds several states named by each escalation's subtype, e.g. a fleet role parking `idle` / `printing`). Default `'role'`. |
+| `entity_state_source` | How the role names the entity's state: **Role** (`'role'` — being in this role is one state, e.g. a servicing queue) or **Subtypes** (`'subtype'` — the one role holds several states named by each escalation's subtype, e.g. a fleet role parking `idle` / `printing`). Default `'role'`. |
 
 The band tiers are counts-only aggregates, readable by any login while the public board flag stands; the slice and per-entity tiers group by facet values and require full (`read_all`) access to the system's queues. Data comes from `POST /api/escalations/aggregate-by-facets` and `POST /api/escalations/timeline-by-facet` — see [escalation-analytics.md](escalation-analytics.md) for the query contract.
 
@@ -115,16 +110,22 @@ All station metrics come from `GET /api/escalations/station-metrics?period=<peri
 
 ## Period selector
 
-The global period toggle in the page header controls the chart and table simultaneously. The station detail panel has its own independent period toggle so you can zoom into a single station without losing the overview.
+The period toggle in the page header controls the chart and table together. It is deep-linked as `?period=` (the `1h` default stays out of the URL for clean links) and carries across a Pace↔Trend switch. The role detail panel has its own independent period toggle so you can zoom into a single role without losing the overview.
 
 Period options: `15m`, `1h`, `24h`, `7d`, `30d`.
 
-## Configuring a station
+## Scoping the board
+
+When your roles declare [link variables](faceted-routing.md#link-variables), a scope pill sits in the board header. Its value is your **device binding** — the same one that scopes your role pins — so binding `facility = north` once (avatar menu → Link variables, or the pill itself) narrows the whole board to that facet: the role counts, the "where the time went" mix, and every entity timeline all reflect only matching rows. The pill shows the active scope (`facility = north`) or `All` when nothing is bound; clearing the binding restores the full board.
+
+The scope is a metadata `@>` filter (`GET /api/escalations/station-metrics?...&facets={"facility":"north"}`), applied on top of role scope — it narrows within what you may already see, never widens it. The value picker's choices come from `GET /api/escalations/facet-values?key=<facet>` (the distinct values present in your visible rows).
+
+## Configuring a role onto the board
 
 1. Go to `/admin/roles` and click the role.
-2. Set `ops_visible = true`, `sla_minutes`, `target_per_hour`, and `worker_count`.
-3. Set `parent_role` to the upstream role this station receives work from. Leave blank for root stations.
-4. The role appears on `/operations` on the next refresh — settings take effect live.
+2. In the Pace Board section, turn on **Show this role on the Pace Board** and set `sla_minutes`, `target_per_hour`, and `worker_count`.
+3. Set **Prior Step** (`parent_role`) to the upstream role this role receives work from. Leave blank for a segment root.
+4. The role appears on `/pace` on the next refresh — settings take effect live.
 
 ## The ortho pipeline
 
@@ -140,4 +141,4 @@ See [MCP Admin Tools — Ortho Pipeline](api/mcp/admin.md#ortho-pipeline) for th
 
 ## Navigation
 
-The Operations entry lives in the choreography sidebar (the left rail visible on `/operations` and `/escalations`), separate from the Admin sidebar. The `/operations` route admits every authenticated user — the board is aggregate counts and trends, readonly by nature. Station metrics span all roles for any login while the `features.publicPaceBoard` flag (default on) stands; a deployment that sets it false (e.g. one provisioning external one-time accounts) narrows metrics back to role membership and the board back to admin-type users and superadmins.
+**Pace Board** and **Trend Board** are both globally surfaced in the choreography sidebar (the Monitor section of the left rail), separate from the Admin sidebar. Both routes admit every authenticated user — the boards are aggregate counts and trends, readonly by nature. Metrics span all roles for any login while the `features.publicPaceBoard` flag (default on) stands; a deployment that sets it false (e.g. one provisioning external one-time accounts) narrows metrics back to role membership and the boards back to admin-type users and superadmins.

package/docs/scan-codes.md

@@ -240,6 +240,24 @@ Pair kiosk with `x-lt-transition-done` on the role's form schema
 resolve lands back on the list rather than walking browser history — see
 [x-lt-transition](./hitl/x-lt-transition.md).
 
+### The work surface — edit freely, badge at submit
+
+On the work form, the badge belongs to the submission, not the editing. Once
+an item is claimed, anyone at the bench edits the form freely: a grant is not
+required to type. The submit is the state-changing act, so that is where the
+badge is asked for. The form warns up front who the submit will act as — "When
+you submit, you'll scan your badge to confirm you're <claimant>" — and the
+submit opens a badge prompt naming that claimant. The resolve fires the moment
+a matching badge primes; a badge that is not the claimant's is named and the
+submit is held.
+
+The gate is on **use**, not on grant lifetime. Acting grants are single-use:
+the claim already spent the grant it was minted with, so the submit owes a
+fresh tap — every write consumes its own grant. A held token proves nothing
+about whether a submit can succeed, so the surface never lets one skip the
+badge. Editing persists nothing locally, so the identity gate sits at the one
+place a record actually changes, once per change.
+
 Mutations attribute to the badged person (`assigned_to`, `resolved_by`)
 with the device recorded beside them (`scanStation` in the scan
 provenance) — every action individually owned and geographically placed.

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@hotmeshio/long-tail",
-  "version": "0.18.0",
+  "version": "0.19.0",
   "description": "Long Tail Workflows — Durable AI workflows with human-in-the-loop escalation. Powered by PostgreSQL.",
   "main": "./build/index.js",
   "types": "./build/index.d.ts",

package/dashboard/dist/assets/AvailableEscalationsPage-CjcAIm-d.js

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Set(A.map(a=>a.id)))},Ot=[lt?{key:"select",label:e.jsx("input",{type:"checkbox",checked:A.length>0&&j.size===A.length,onChange:Et,className:"rounded"}),render:a=>e.jsx("input",{type:"checkbox",checked:j.has(a.id),onChange:h=>{h.stopPropagation(),At(a.id)},onClick:h=>h.stopPropagation(),className:"rounded"}),className:"w-10",priority:1}:{key:"spacer",label:"",render:()=>null,className:"w-10",priority:3},...Es({highlightKeys:ge}),{key:"actions",label:"",render:a=>e.jsx(qs,{children:e.jsx(Ds,{icon:bs,title:"Claim escalation",onClick:()=>p(a),alwaysVisible:!0,colorClass:"text-accent/40 hover:text-accent",size:"sm"})}),className:"w-10 text-right"}];return e.jsxs("div",{ref:n,children:[e.jsxs("div",{className:"flex items-center gap-2 mb-10 min-w-0",children:[e.jsx(Os,{role:s.role,options:xt,onChange:a=>i("role",a),locked:le}),!le&&e.jsx("button",{onClick:()=>{window.location.hash="#docs:dashboard.md:all-escalations"},className:"text-text-quaternary hover:text-accent transition-colors mt-1 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flex-wrap",children:[f.jeopardy&&e.jsxs("span",{className:"inline-flex items-center gap-1 rounded-full bg-status-error px-2.5 py-0.5 text-2xs font-semibold text-text-inverse",children:[e.jsx(Ss,{className:"w-2.5 h-2.5",strokeWidth:2.5}),"in jeopardy",$e&&e.jsxs("span",{className:"font-mono font-normal opacity-90",children:["> ",$e]}),e.jsx("button",{onClick:()=>C({...f,jeopardy:void 0}),className:"ml-0.5 -mr-0.5 flex items-center text-text-inverse/70 hover:text-text-inverse transition-colors","aria-label":"Clear jeopardy filter",children:e.jsx(se,{className:"w-2.5 h-2.5"})})]}),Object.entries(f.facets??{}).map(([a,h])=>e.jsxs("span",{className:"inline-flex items-center gap-1 rounded-full border border-accent/25 bg-accent/8 px-2.5 py-0.5 text-2xs font-medium text-accent/90",children:[e.jsx("span",{className:"font-mono text-text-tertiary",children:a}),e.jsx("span",{className:"text-text-quaternary",children:"="}),e.jsx("span",{className:"font-mono max-w-[160px] truncate",title:String(h),children:String(h)}),e.jsx("button",{onClick:()=>ct(a),className:"ml-0.5 -mr-0.5 flex items-center text-text-quaternary hover:text-status-error transition-colors","aria-label":`Remove ${a} filter`,children:e.jsx(se,{className:"w-2.5 h-2.5"})})]},a)),Object.keys(f.facets??{}).length>1&&e.jsx("button",{onClick:()=>C({...f,facets:void 0}),className:"text-2xs text-text-quaternary hover:text-text-secondary transition-colors px-1",children:"clear all"})]})]}),Y&&e.jsx("div",{className:"mb-4 px-4 py-3 rounded-md bg-status-error/10 border border-status-error/20 text-xs text-status-error",children:Y.message==="Session expired"?"Your session has expired. Please log in again.":`Failed to load escalations: ${Y.message}`}),q?e.jsx(ua,{escalations:A,highlightKeys:ge,onRowClick:a=>t(`/escalations/detail/${a.id}`,{state:{from:"/escalations/available"}}),total:O,page:r.page,totalPages:Math.ceil(O/Pe),onPageChange:r.setPage}):Ee?e.jsx(Rs,{role:T,listSchema:I,activeEscalations:A,onRowClick:a=>t(`/escalations/detail/${a.id}`,{state:{from:"/escalations/available"}}),onOpenGroup:a=>t(a),onAddFacet:(a,h)=>C({...f,facets:{...f.facets??{},[a]:typeof h=="object"&&h!==null?JSON.stringify(h):h}}),total:O,page:r.page,totalPages:r.totalPages(O),pageSize:r.pageSize,onPageChange:r.setPage,onPageSizeChange:r.setPageSize}):e.jsxs(e.Fragment,{children:[e.jsx(Bs,{columns:Ot,data:A,layout:"fixed",keyFn:a=>a.id,onRowClick:a=>t(`/escalations/detail/${a.id}`,{state:{from:"/escalations/available"}}),isLoading:bt,emptyMessage:Y?"Unable to load data":"No escalations"}),e.jsx(zs,{page:r.page,totalPages:r.totalPages(O),onPageChange:r.setPage,total:O,pageSize:r.pageSize,onPageSizeChange:r.setPageSize})]}),e.jsx(na,{claimTarget:m,onClose:()=>p(null),claimDuration:o,onDurationChange:a=>{y(a),S(0)},claimDurations:x,customClaimMinutes:N,onCustomClaimChange:M,onClaim:Ct,isPending:be.isPending}),e.jsx(sa,{open:st,onClose:()=>ne(!1),selectedCount:j.size,onSubmit:St,isPending:de.isPending}),e.jsx(Ts,{open:at,onClose:()=>re(!1),selectedCount:j.size,selectedRoles:vt,claimedCount:jt,onSubmit:Pt,isPending:ce.isPending}),e.jsx(As,{open:nt,onClose:()=>ie(!1),onConfirm:Tt,selectedCount:j.size,isPending:K.isPending,error:K.error,actionLabel:typeof me=="string"?me:void 0})]})}export{Fa as AvailableEscalationsPage};
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