@hotmeshio/long-tail 0.18.1 → 0.19.1

package/docs/hitl/invoke-form.md

@@ -0,0 +1,98 @@
+# Invoke Forms
+
+A workflow's invoke form can be the same rich, versioned form the escalation surfaces use. Declare `inputSchema` on the worker config and the Invoke Tool page renders it with the full [x-lt-* vocabulary](../hitl-guide.md#full-vocabulary-quick-reference): two-column layout, sections, column groups, conditional display, instruction blocks, dynamic options, and a help panel. The submitted `data` is the x-lt-bind mapped payload, and the invoke API validates it against the same schema with the same shared pass, so a payload the form accepts is accepted by the API, and a rejection lists the exact violations the form shows.
+
+Without `inputSchema`, the page renders the envelope template form from `envelopeSchema` exactly as before. Nothing changes for existing deployments until a workflow opts in.
+
+## Declaring the form
+
+```typescript
+const fleetToolsConfig: LTWorkerConfig = {
+  description: '**Fleet tools** — one form, four tools for one machine.',
+  invocable: true,
+  invocationRoles: ['printer-fleet', 'print-servicer'],
+  envelopeSchema: { data: {}, metadata: { source: 'dashboard' } },
+  inputSchema: FLEET_TOOLS_INPUT_SCHEMA,
+  icon: WORKFLOW_ICONS.WRENCH,
+};
+```
+
+Workflow names read as titles on the page: `fleetTools` shows as **Fleet Tools**, and queue names the same way, with the identifiers kept as metadata beside them.
+
+| Field | Role in the invoke |
+|---|---|
+| `inputSchema` | The form. JSON Schema `properties` plus x-lt-* tokens. Rendered by the Invoke Tool page; enforced by the invoke API. |
+| `envelopeSchema.metadata` | The `metadata` stamped on every run from this form. `envelopeSchema.data` is ignored when `inputSchema` is present. |
+| `invocationRoles` | Who sees the workflow on the Invoke Tool page and who may start it. Empty means every authenticated user. |
+| `description` | One line at the top of the form column, markdown allowed. Keep the reference material in `x-lt-help`, which appears in the side panel on demand. |
+| `icon` | A curated icon from `WORKFLOW_ICONS` (`icon: WORKFLOW_ICONS.WRENCH`). Leads the workflow's row and heading in place of the tier glyph so operators tell tools apart at a glance. The registry offers the same set as a picker. |
+
+The registry detail page edits the same schema under **Input Form** in its Invocation column, beside a live preview of the form, and the registration wizard offers the field for new entries. The reference is [`examples/workflows/fleet-tools/forms.ts`](../../examples/workflows/fleet-tools/forms.ts): a `serialNumber` and an `action` decision, then one section per action that appears only when that action is chosen, each carrying its own knobs and its own instruction block.
+
+## Form values, payload, and domains
+
+The form edits flat values keyed by property name. On submit, `x-lt-bind` maps them into the nested `data` the workflow receives:
+
+```jsonc
+// properties
+"serialNumber": { "x-lt-bind": "printer.serialNumber" },
+"action":       { "x-lt-bind": "tool.action" },
+"copies":       { "x-lt-bind": "tool.details.copies", "x-lt-showIf": "input.action=reprint-label" }
+
+// POST /api/workflows/fleetTools/invoke
+{ "data": { "printer": { "serialNumber": "printer-07" }, "tool": { "action": "reprint-label", "details": { "copies": 2 } } },
+  "metadata": { "source": "dashboard" } }
+```
+
+Conditions and help tokens read the live form under the `input` domain: `x-lt-showIf: "input.action=retire"`, `{{input.serialNumber}}`. `resolver` names the same values, so a schema written for an escalation form works unchanged. The only other domain an invoke form can read is `metadata`, the envelope metadata declared above.
+
+Hidden conditional fields still submit their defaults, as on every x-lt-* form. Treat empty as absent in the workflow.
+
+## Conditional instructions
+
+An instruction is a read-only markdown field. Give it the same `x-lt-showIf` as the knobs it explains and it arrives with them:
+
+```jsonc
+"powerCycleFirst": {
+  "type": "string",
+  "x-lt-widget": "markdown",
+  "readOnly": true,
+  "default": "**Power cycle first.** Most stalls clear on a restart.",
+  "x-lt-section": "Report the machine offline",
+  "x-lt-showIf": ["input.action=report-offline", "!input.powerCycled"]
+}
+```
+
+An array of conditions requires every one, so the prompt belongs to its tool and still reacts to the checkbox.
+
+`x-lt-help` on the schema root is the longer reference for the side panel: markdown, tables, and `{{input.*}}` tokens that re-interpolate as the operator types.
+
+## The Invoke Tool page
+
+The page is open to anyone the server lists an invokable workflow for. Builders reach **Invoke Tool** under Orchestrate; every other persona gets a **Tools** section in the nav that appears only when there is something to invoke. Each invokable workflow is a tool; the list sits on the left, grouped by task queue, with the first workflow preselected; the form takes the rest of the row. Below 1280px the list folds into a select and the form takes the full width.
+
+The form's side panel carries two views: **Instructions**, the interpolated `x-lt-help`, and **Issues**, the current violations, each click focusing its field. A server rejection lands in the same Issues view.
+
+Once a run starts, the page subscribes to `system.workflow.{workflowId}.completed` and `.failed` for that id. The outcome and the workflow's returned `data` render beside Submit, so a tool's answer comes back to the person who asked for it. Submit disarms after one click until the person chooses to submit again, and a warning offers to reconnect live events when they are off.
+
+## The server contract
+
+`POST /api/workflows/:type/invoke` validates `data` against `input_schema` after the role check and before anything starts. A rejection is the canonical 422 body used by every schema gate:
+
+```json
+{
+  "error": "data failed input schema validation (2 violations)",
+  "code": "schema_validation",
+  "violations": [
+    { "field": "serialNumber", "message": "Required" },
+    { "field": "action", "message": "Required" }
+  ],
+  "role": null,
+  "schemaVersion": null,
+  "workflowType": "fleetTools"
+}
+```
+
+The MCP tools `invoke_workflow` and `invoke_workflow_read_safe` run the same gate and return the body as an error result. The gate reads bound paths from the nested `data`, skips fields a `x-lt-showIf` hides, and applies every validation keyword the form applies.
+
+`GET /api/workflows/invocable` returns the caller's invokable workflows with their tier. The list and the gate share one predicate, so the page never offers a workflow the API would refuse.

package/docs/hitl/x-lt-list-schema.md

@@ -23,6 +23,8 @@ Every string is a markdown/text template run through the same `{{domain.path}}`
 
 `format: "age"` on a `facet-table` column or `facet-board` field renders a timestamp as a compact age (`12m`, `3h`, `2d`) with the absolute time as its tooltip, repainted each minute — aging interim states are scannable at a glance.
 
+`format: "user"` resolves a user-id token — `{{escalation.assigned_to}}` — to that person's display name. Resolution is batched: every id on a page is coalesced into one `POST /api/users/names` request returning display fields only (no secrets, scopes, or metadata), cached by id for the session and not refetched on window focus; a user edit invalidates the cache. It truncates with an ellipsis and carries the full name on hover; an unassigned row shows a quiet em dash. `assigned_to` is the claimant while the item is worked and stays as the resolver once it is resolved, so one column reads correctly across the row's whole life. The built-in table and timeline views carry this user column by default; authored templates opt in per column.
+
 The **active** item is the first non-terminal escalation. The **history** column is lazy-loaded — a "Load full history" link fetches resolved items on demand (`status` defaults to `"resolved"`, `limit` to 25). Unknown or absent `x-lt-layout` is a safe no-op that falls back to the table.
 
 ### Row action (`x-lt-row-action`)
@@ -94,6 +96,7 @@ Use when the queue contains many concurrent rows and the role's context is best
     { "label": "Heel cup", "value": "{{metadata.heelCup}}" },
     { "label": "PDAC",     "value": "{{metadata.pdac}}" },
     { "label": "Station",  "value": "{{metadata.station}}" },
+    { "label": "Assignee", "value": "{{escalation.assigned_to}}", "format": "user" },
     { "label": "Priority", "value": "{{escalation.priority}}" },
     { "label": "Created",  "value": "{{escalation.created_at}}" }
   ]

package/docs/hitl/x-lt-show-if.md

@@ -21,6 +21,16 @@ Compare the resolved value's string form against a literal:
 
 The expected value is the raw remainder after the operator (trimmed; no quoting). Numbers and booleans compare via their string form (`metadata.count=3`, `metadata.live=true`). An absent value compares as the empty string — so `=X` is false and `!=X` is true when the path is missing. `resolver.` conditions react live as the user edits, exactly like the truthy form — this is what drives per-designation sub-surfaces on verdict forms (different fields for send-to-design vs send-to-printing).
 
+### Several conditions
+
+Pass an array to require every condition. The field shows only when all hold:
+
+```json
+"x-lt-showIf": ["input.action=report-offline", "!input.powerCycled"]
+```
+
+Each entry uses the same grammar as a single condition. A hidden field is skipped by validation exactly as with one condition.
+
 ### Domains
 
 | Domain | Resolves against |
@@ -30,6 +40,7 @@ The expected value is the raw remainder after the operator (trimmed; no quoting)
 | `envelope` | The workflow-sent input envelope |
 | `escalation` | Top-level escalation row fields (`role`, `status`, `priority`, …) |
 | `resolver` | The submitted resolver payload — **live**: reacts in real time as the user edits the form |
+| `input` | The same live form values under the invoke form's name (see [invoke-form.md](invoke-form.md)) |
 
 Conditions based on `metadata`, `payload`, `envelope`, and `escalation` are static (read from the stored row). Conditions based on `resolver` are dynamic — the field appears or disappears immediately as the user edits a sibling field, without a page reload.
 

package/docs/hitl-guide.md

@@ -24,6 +24,7 @@ This works because the form is data: a JSON Schema stored on the role, versioned
 | Rename the resolve footer, or claim-and-submit in one gesture | Footer tokens | [x-lt-footer.md](hitl/x-lt-footer.md) |
 | Block the resolve until embedded work drains, then auto-close when it does | `x-lt-submit-guard` | [x-lt-embed.md](hitl/x-lt-embed.md) |
 | A fully custom UI nothing above can express | Iframe viewport | [iframe.md](hitl/iframe.md) |
+| The same rich form for starting a workflow from the Invoke Tool page | `inputSchema` on the worker config | [invoke-form.md](hitl/invoke-form.md) |
 
 ---
 
@@ -103,6 +104,7 @@ Ordered as a learning path — each file adds one capability to the same form:
 
 | Keyword | Level | Purpose |
 |---------|-------|---------|
+| `input.*` | domain | The live form values on the Invoke surface (alias of `resolver.*`) for `x-lt-showIf`, `x-lt-help`, and `x-lt-options` |
 | `x-lt-widget` | field | Rich control: `file-upload`, `code-editor`, `signature`, `rich-text`, `markdown`, `checklist`, `attachment` (alias `image`) |
 | `x-lt-source` | field | Data path for context-driven widgets: `"domain.path"` or an ordered array of paths (first to resolve wins); may embed `{{domain.path}}` interpolation segments |
 | `x-lt-require-all` | field | Checklist completion guard — every item must be checked, except items declared `required: false` |
@@ -113,7 +115,7 @@ Ordered as a learning path — each file adds one capability to the same form:
 | `accept` | field | File-type filter for `file-upload` (e.g. `".pdf,.png"`) |
 | `x-lt-bind` | field | Path in the resolver payload (e.g. `"customer.email"`) |
 | `x-lt-span` | field | Column span in a `two-column` layout (`2` = full width) |
-| `x-lt-showIf` | field | Show field when a value is truthy at `domain.path`; prefix `!` to invert; `=VALUE` / `!=VALUE` compare the string form |
+| `x-lt-showIf` | field | Show field when a value is truthy at `domain.path`; prefix `!` to invert; `=VALUE` / `!=VALUE` compare the string form; an array requires every condition |
 | `x-lt-hide-if-empty` | field | `true` — suppress the field when its value is null, `""`, `false`, or `0` |
 | `x-lt-section` | field | Section group label |
 | `x-lt-options` | field | Dynamic select options — resolves a `"domain.path"` (or an ordered array of paths, first to resolve wins) to the field's option list (scalars or `{ value, label }`); static `enum` wins; `{{domain.path}}` segments make cascading selects |
@@ -128,7 +130,7 @@ Ordered as a learning path — each file adds one capability to the same form:
 | `x-lt-card` | schema (list) | `facet-board`: per-entity card — `{ title, state?, fields? }`; fields accept `format: "age"` |
 | `x-lt-help` | schema | Markdown guidance for the side panel's Help view |
 | `x-lt-context` | schema | Plain-text fallback for the Help view when `x-lt-help` is absent |
-| `x-lt-viewport` | schema | Replace the generated form with a custom iframe UI |
+| `x-lt-viewport` | schema | Replace the generated form with a custom iframe UI; `src` is the editor, `onPending` / `onResolved` show the embed at the other stages |
 | `x-lt-submit-guard` | schema | Block the resolve while an embedded escalation query returns rows; `autoResolveWhenEmpty` auto-closes the claimed parent once it drains. Enforced isomorphically for `enforce_schema` roles |
 | `x-lt-submit-on-claim` | schema | Claiming also resolves the form's seeded defaults in one gesture |
 | `x-lt-labels` | schema | Per-target labels for the footer controls (`claim`, `cancel`, `submit`, `release`) |

package/docs/iam.md

@@ -259,7 +259,7 @@ The dashboard surfaces IAM across four pages:
 
 **Accounts** (`/admin/users`) — unified management for User Accounts and Service Accounts via tab toggle. Create service accounts, assign roles, generate API keys. The key generation flow displays the raw key once; it cannot be retrieved after dismissal.
 
-**Invoke Workflow** (`/workflows/start`) — all invocable workflows in a single list with visual tier distinction. Certified workflows show the green shield; durable workflows show the standard icon. Both support Start Now and Schedule (cron).
+**Invoke Tool** (`/workflows/start`) — all invocable workflows in a single list with visual tier distinction. Certified workflows show the green shield; durable workflows show the standard icon. Both support Start Now and Schedule (cron).
 
 **Connections** (`/credentials`) — each user manages their OAuth provider connections. Status, credential type, and expiry are visible. Users connect or revoke providers here.
 

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 +240,28 @@ 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. This is the read-only station login's surface: plain member
+grants, none able to write. A login that holds its own write authority, an
+operator with write scope on the queue or an admin or superadmin, is a person
+and keeps the standard surface: another person's claim shows as claimed by
+them, with the management verbs its RBAC allows, and no badge is asked of it. 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.
@@ -323,9 +345,14 @@ Capture sources are pluggable (`dashboard/src/lib/scan-sources/`): the
 keyboard wedge is one provider behind a `ScanSource` contract; an RFID or
 camera provider plugs into the same dispatch pipeline.
 
-The **scan panel** (barcode button in the header) carries a manual entry
-field — type or paste a code to execute it with zero hardware — the last
-scan's outcome, and the capture settings.
+The **header bar** runs rules without hardware: its type chip lists every
+enabled rule as a Run mode, the bar shows the rule's code head (`10:1:`) ahead
+of the input, and Enter composes and executes `10:1:<target>` through the same
+pipeline a scanner uses. See [Search and run](dashboard.md#search-and-run).
+
+The **scan panel** (the bar's menu footer, or the user menu) carries a manual
+entry field — type or paste a whole code to execute it — the last scan's
+outcome, the live barcode preview, and the capture settings.
 
 ## Scanner setup
 

package/docs/workflows.md

@@ -26,7 +26,7 @@ A certified workflow is durable plus the full Long Tail control plane. It has an
 - **Invocation controls** — `invocable: true` exposes the workflow for external invocation via the API and dashboard.
 - **Execution identity** — roles, default assignees, and `execute_as` overrides are defined in the config.
 
-In the dashboard, certified workflows display a ShieldCheck icon with a "Certified" label in accent blue. Durable workflows display a muted "Durable" badge. Both are invocable from the same **Invoke Workflow** page; the distinction is how much operational infrastructure backs them.
+In the dashboard, certified workflows display a ShieldCheck icon with a "Certified" label in accent blue. Durable workflows display a muted "Durable" badge. Both are invocable from the same **Invoke Tool** page; the distinction is how much operational infrastructure backs them.
 
 To certify a workflow, create a config entry with the `certified` flag:
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@hotmeshio/long-tail",
-  "version": "0.18.1",
+  "version": "0.19.1",
   "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/AgentsPage-CLSjlyXy.js

@@ -1,2 +0,0 @@
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-//# sourceMappingURL=AgentsPage-CLSjlyXy.js.map

package/dashboard/dist/assets/AvailableEscalationsPage-D2ukvuQh.js

@@ -1,2 +0,0 @@
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Set;for(const p of A)j.has(p.id)&&a.add(p.role);return[...a]},[A,j]),Ct=b.useMemo(()=>A.filter(a=>j.has(a.id)&&Ze(a)).length,[A,j]),kt=b.useCallback(()=>P(new Set),[]),wt=()=>{if(!h)return;const a=o==="custom"?N:parseInt(o);!a||a<=0||be.mutate({id:h.id,durationMinutes:a},{onSuccess:()=>{f(null),t(`/escalations/detail/${h.id}`)}})},{handleSetPriority:St,handleBulkClaim:Pt,handleBulkTriage:Mt,handleBulkAssign:Tt,handleBulkUnassign:At,handleBulkCancel:Et}=ia({selectedIds:j,clearSelection:kt,setPriority:ye,bulkClaim:ve,bulkTriage:de,bulkAssign:ce,bulkUnassign:je,bulkCancel:K,closeTriageModal:()=>ne(!1),closeAssignModal:()=>re(!1),closeCancelModal:()=>ie(!1)}),Ot=a=>{const p=new Set(j);p.has(a)?p.delete(a):p.add(a),P(p)},$t=()=>{j.size===A.length?P(new Set):P(new Set(A.map(a=>a.id)))},Ft=[ct?{key:"select",label:e.jsx("input",{type:"checkbox",checked:A.length>0&&j.size===A.length,onChange:$t,className:"rounded"}),render:a=>e.jsx("input",{type:"checkbox",checked:j.has(a.id),onChange:p=>{p.stopPropagation(),Ot(a.id)},onClick:p=>p.stopPropagation(),className:"rounded"}),className:"w-10",priority:1}:{key:"spacer",label:"",render:()=>null,className:"w-10",priority:3},...Ls({highlightKeys:ge}),{key:"actions",label:"",render:a=>e.jsx(Hs,{children:e.jsx(Qs,{icon:Cs,title:"Claim escalation",onClick:()=>f(a),alwaysVisible:!0,colorClass:"text-accent/40 hover:text-accent",size:"sm"})}),className:"w-10 text-right"}];return e.jsxs("div",{ref:r,children:[e.jsxs("div",{className:"flex items-center gap-2 mb-10 min-w-0",children:[e.jsx(_s,{role:s.role,options:ht,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 shrink-0",title:"Open docs for this page",children:e.jsx(ks,{className:"w-4 h-4",strokeWidth:1.5})})]}),e.jsxs("div",{ref:d,className:"sticky top-0 z-20 bg-surface",children:[e.jsx(Bs,{filters:s,setFilter:i,roles:(ue==null?void 0:ue.roles)??[],types:(xe==null?void 0:xe.types)??[],showStatus:!0,showSearch:!1,showRole:!le,actions:e.jsxs(e.Fragment,{children:[q&&e.jsxs("span",{className:"text-2xs text-text-tertiary whitespace-nowrap",children:[O>100&&e.jsxs(e.Fragment,{children:[e.jsxs("span",{className:"font-medium text-text-secondary",children:[(n.page-1)*100+1,"–",Math.min(n.page*100,O)]})," of "]}),e.jsx("span",{className:"font-medium text-text-secondary",children:O})," ",O===1?"escalation":"escalations"]}),e.jsx(ta,{orderBy:g.orderBy,onChange:lt}),e.jsx("div",{role:"radiogroup","aria-label":"List view",className:"flex items-center rounded overflow-hidden border border-surface-border",children:[{key:"table",title:"Table view",Icon:ws},{key:"rich",title:"Rich view",Icon:Ss},{key:"timeline",title:"Timeline view",Icon:Ps}].filter(a=>a.key!=="rich"||Ae).map(({key:a,title:p,Icon:v})=>e.jsx("button",{role:"radio","aria-checked":Oe===a,onClick:()=>dt(a),className:`px-1.5 py-1 transition-colors ${Oe===a?"bg-accent text-text-inverse":"icon-link hover:bg-surface-hover"}`,title:p,children:e.jsx(v,{className:"w-3.5 h-3.5"})},a))}),e.jsxs("button",{onClick:()=>c(a=>!a),"aria-pressed":l,className:`relative rounded border border-surface-border px-1.5 py-1 transition-colors ${l?"bg-accent text-text-inverse":"icon-link hover:bg-surface-hover"}`,title:"Faceted query",children:[e.jsx(Ms,{className:"w-3.5 h-3.5"}),E>0&&e.jsx("span",{className:"absolute -right-1 -top-1 flex h-3.5 min-w-[14px] items-center justify-center rounded-full bg-accent px-0.5 text-2xs font-medium text-text-inverse",children:E})]}),e.jsxs("div",{className:"flex items-center gap-0.5",children:[e.jsx("button",{onClick:()=>jt(),disabled:Te,className:"inline-flex h-7 w-7 items-center justify-center rounded icon-link hover:bg-surface-hover disabled:opacity-50",title:"Refresh",children:e.jsx(Ts,{className:`w-4 h-4 ${Te?"animate-spin":""}`})}),e.jsx("button",{onClick:ot,className:"inline-flex h-7 w-7 items-center justify-center rounded icon-link hover:bg-surface-hover",title:"Pin this view — save the current filters to your Pinned section","data-testid":"pin-current-view",children:e.jsx(As,{className:"w-4 h-4"})})]})]})}),e.jsx(na,{selectedCount:j.size,onClearSelection:()=>P(new Set),onSetPriority:St,onClaim:Pt,onAssign:()=>re(!0),onUnassign:At,onTriage:()=>ne(!0),onCancel:()=>ie(!0),isPriorityPending:ye.isPending,isClaimPending:ve.isPending,isAssignPending:ce.isPending,isUnassignPending:je.isPending,isTriagePending:de.isPending,isCancelPending:K.isPending,cancelLabel:me}),(g.facets&&Object.keys(g.facets).length>0||g.jeopardy)&&e.jsxs("div",{className:"bg-surface/98 backdrop-blur-sm border-b border-surface-border/30 -mx-page-x px-page-x py-2 flex items-center gap-1.5 flex-wrap",children:[g.jeopardy&&e.jsxs("span",{className:"inline-flex items-center gap-1 rounded-full bg-status-error px-2.5 py-0.5 text-2xs font-semibold text-text-inverse",children:[e.jsx(Es,{className:"w-2.5 h-2.5",strokeWidth:2.5}),"in jeopardy",$e&&e.jsxs("span",{className:"font-mono font-normal opacity-90",children:["> ",$e]}),e.jsx("button",{onClick:()=>C({...g,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(g.facets??{}).map(([a,p])=>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(p),children:String(p)}),e.jsx("button",{onClick:()=>ut(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(g.facets??{}).length>1&&e.jsx("button",{onClick:()=>C({...g,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: ${Y.message}`}),q?e.jsx(ha,{escalations:A,highlightKeys:ge,onRowClick:a=>t(`/escalations/detail/${a.id}`,{state:{from:"/escalations/available"}}),total:O,page:n.page,totalPages:Math.ceil(O/Pe),onPageChange:n.setPage}):Ee?e.jsx(Us,{role:T,listSchema:V,activeEscalations:A,onRowClick:a=>t(`/escalations/detail/${a.id}`,{state:{from:"/escalations/available"}}),onOpenGroup:a=>t(a),onAddFacet:(a,p)=>C({...g,facets:{...g.facets??{},[a]:typeof p=="object"&&p!==null?JSON.stringify(p):p}}),total:O,page:n.page,totalPages:n.totalPages(O),pageSize:n.pageSize,onPageChange:n.setPage,onPageSizeChange:n.setPageSize}):e.jsxs(e.Fragment,{children:[e.jsx(Vs,{columns:Ft,data:A,layout:"fixed",keyFn:a=>a.id,onRowClick:a=>t(`/escalations/detail/${a.id}`,{state:{from:"/escalations/available"}}),isLoading:vt,emptyMessage:Y?"Unable to load data":"No escalations"}),e.jsx(Is,{page:n.page,totalPages:n.totalPages(O),onPageChange:n.setPage,total:O,pageSize:n.pageSize,onPageSizeChange:n.setPageSize})]}),e.jsx(la,{claimTarget:h,onClose:()=>f(null),claimDuration:o,onDurationChange:a=>{y(a),S(0)},claimDurations:x,customClaimMinutes:N,onCustomClaimChange:M,onClaim:wt,isPending:be.isPending}),e.jsx(ra,{open:nt,onClose:()=>ne(!1),selectedCount:j.size,onSubmit:Mt,isPending:de.isPending}),e.jsx(Fs,{open:rt,onClose:()=>re(!1),selectedCount:j.size,selectedRoles:Nt,claimedCount:Ct,onSubmit:Tt,isPending:ce.isPending}),e.jsx(Rs,{open:it,onClose:()=>ie(!1),onConfirm:Et,selectedCount:j.size,isPending:K.isPending,error:K.error,actionLabel:typeof me=="string"?me:void 0})]})}export{La as AvailableEscalationsPage};
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