@memberjunction/ng-dashboards 6.2.0-edge.5 → 6.2.0-edge.6

package/README.md

@@ -140,6 +140,34 @@ Architecture: the former 5,147-line monolith was decomposed into 6 tab component
 
 The Predictive Studio app (`src/PredictiveStudio/`) is a multi-section, lazy-loaded surface for training, comparing, deploying, and monitoring ML models (see the [Predictive Studio Guide](../../../../guides/PREDICTIVE_STUDIO_GUIDE.md)). Its sections include Home, Algorithm Catalog, Pipeline Builder, Experiments, Model Registry, Compare Runs, and **Models in Production** (`PSProductionResourceComponent` — deployed models, what each writes, schedule, last run, and a generic prediction-distribution mini-viz, all driven by `MJ: ML Model Scoring Bindings` + `MJ: Process Runs`). The panels read live engine data via `PredictiveStudioEngine`; Promote/Validate/Archive and experiment Pause/Resume/Cancel are wired to Remote Operations behind a confirm modal, and Home's "Ask the agent" CTA opens a docked, seeded Model-Dev-Agent chat. See [`src/PredictiveStudio/`](src/PredictiveStudio/) and the guide's [Business-User Experience](../../../../guides/PREDICTIVE_STUDIO_GUIDE.md#16-the-business-user-experience) section.
 
+### Chief of Staff Executive Cockpit
+
+The Chief of Staff cockpit (`src/ChiefOfStaff/`, driver class `ChiefOfStaffDashboard`; also registered as `ChiefOfStaffResource`) is the single-page control surface for a user's personal Chief of Staff agent. It is a direct `BaseResourceComponent` subclass with four `<mj-tab-nav>` tabs under a shared `<mj-page-header>` (stat badges for priorities / at-risk / pending approvals / active wakes, a `<mj-page-search>` and a refresh button).
+
+Tabs:
+- **Overview** (`overview`): KPI cards (priority objectives, average objective progress, pending approvals, governance posture) plus condensed panels for the top priority cards, the pending approval queue with inline Approve / Reject, and the next wake routines
+- **Priorities & OKRs** (`priorities`): one expandable card per priority objective with its child milestones/tasks, the task's `Priority` badge (Critical / High / Medium / Low), effective health, progress, metric progress label and overdue flag; a health filter row (`all`, `OnTrack`, `AtRisk`, `OffTrack`, `Completed`, `Paused`); clicking a task opens a quick-edit drawer (status, health, percent complete, confidence, due date, description) with an "open full record" escape hatch
+- **Approvals & Wakes** (`approvals-wakes`): the pending `MJ: AI Agent Requests` queue with Approve / Reject / Details (the Details dialog is `<mj-agent-request-dialog>`), a "Recent Resolved Decisions" list, and the user's AgentWake `MJ: User Routines` with Wake Now / Pause-Resume / open-record actions
+- **Governance Policy** (`governance`): the user's `MJ: AI Agent User Policies` row for the Chief of Staff agent as an editable draft — coordination mode, status, data-access mode, the four channel modes (email / calendar / phone / messaging) as `<mj-dropdown>` controls, inter-agent coordination, the three approval guardrails, auto-approve amount threshold, display-name and standing-instructions overrides — with Save / Reset
+
+Data (one `RunViews` batch in `LoadCockpitData`; every filter comes from `BuildCockpitScopeFilters` and is bound to the signed-in user — with no current user the cockpit loads nothing and shows an error banner):
+- `MJ: AI Agent User Policies` filtered to the Chief of Staff agent (`CHIEF_OF_STAFF_AGENT_ID`) and the current user
+- `MJ: User Routines` for the current user where `RoutineType = 'AgentWake'` or the target is the Chief of Staff agent
+- `MJ: AI Agent Requests` for the Chief of Staff agent **and** `RequestForUserID = current user`, excluding `Information` requests (max 100); each queue row shows its `RequestType` as a badge
+- `MJ_BizApps_Tasks: Tasks` — only when that OpenApp entity is present in metadata (`EntityByName`), and only for the signed-in user: `ResolvePersonTaskScope` first finds the `MJ_BizApps_Common: People` row whose `LinkedUserID` is the current user, then that person's `MJ_BizApps_Tasks: Task Assignments`, and filters tasks to those the person created (`CreatedByPersonID`) or is assigned to. With no linked person the tasks query is skipped and the Priorities tab shows a "No People Record Linked" empty state. Rows load as `simple` (max 250) and are grouped into priority-objective cards by `CalculateChiefOfStaffMetrics`. The task primary key is derived from entity metadata via `CompositeKey.FromURLSegment`, never assumed to be `ID`
+
+Priority-objective cards are built only from root tasks that qualify (a Type containing priority / objective / okr, or `HealthStatus` / `PlanningPeriod` set, or child tasks); there is no fallback to all root tasks. Card progress comes from the metric when `TargetValue` is set (`ComputeTaskMetricPercent`: current vs. baseline toward target, clamped 0–100), otherwise from `PercentComplete`, then completed-milestone ratio.
+
+Mutations (all `BaseEntity.Save()` with `LatestResult.CompleteMessage` surfaced in a banner, except `SaveTaskEdits` which runs via the server-side `Update Record` action so OpenApp entities update without requiring client-side GraphQL single-record queries): `QuickRespondToRequest` (sets `Status` to Approved/Rejected, `RespondedAt`, `ResponseSource = 'Dashboard'`, `ResponseByUserID`), `TriggerWakeNow` (sets the routine `Active` with `NextRunAt = now` for the scheduler's next tick), `ToggleRoutineStatus` (Active ↔ Paused), `SaveGovernancePolicy` (creates the policy row if none exists), and `SaveTaskEdits` (loads and saves the drawer draft via `Update Record`).
+
+Deep links: `tab`, `search` and `health` round-trip through `UpdateQueryParams` / `OnQueryParamsChanged`; defaults (`overview`, empty search, `all`) are omitted from the URL.
+
+Where it appears: the single **Cockpit** nav item of the **Chief of Staff** application (`metadata/applications/.chief-of-staff-application.json`). The application is opt-in (`DefaultForNewUser: false`) and is not registered in the AI application. It deliberately carries no other nav items: `DriverClass` values must be unique across all applications (integration check `app-wiring.AW4`), and the Agent Requests and Routines screens already belong to the AI and Routines applications; the cockpit's Approvals & Wakes tab links to those records directly.
+
+Not yet implemented from the Phase 2 plan: `QuietHoursStart` / `QuietHoursEnd` and `MaxAutonomousActionsPerRun` do not exist on `MJ: AI Agent User Policies` and are not shown; the plan's `IsPriorityObjective`, P0–P3 tiers, `CurrentMetricValue` / `TargetMetricValue` and `NextCheckInAt` names do not exist on the Tasks entity (the cockpit uses `Priority`, `CurrentValue` / `TargetValue` / `BaselineValue` and `NextCheckInDueAt`).
+
+Agent context and client tools (navigation / filter / search / inspect / refresh only — no mutations) are built by the pure helpers in [`src/ChiefOfStaff/chief-of-staff-agent-context.ts`](src/ChiefOfStaff/chief-of-staff-agent-context.ts); see the package `CLAUDE.md` registry row for the boundary.
+
 ### Additional Dashboards
 - **API Keys**: API key management with scopes, applications, and usage tracking
 - **Credentials**: Credential management with categories, types, and audit

package/dist/AI/components/autotagging/autotagging-pipeline-resource.component.d.ts

@@ -440,7 +440,7 @@ export declare class AutotaggingPipelineResourceComponent extends BaseResourceCo
     OpenRecordFromItem(item: ContentItemDetail): void;
     /** Cache: EntityRecordDocument ID → RecordID */
     private entityRecordDocCache;
-    /** Load ERD RecordIDs for entity-sourced content items */
+    /** Load ERD RecordIDs for entity-sourced content items referenced by loaded items */
     private loadEntityRecordDocCache;
     private getAllWeightedTagsForItem;
     /**

package/dist/AI/components/autotagging/autotagging-pipeline-resource.component.d.ts.map

@@ -1 +1 @@
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package/dist/AI/components/autotagging/autotagging-pipeline-resource.component.js

@@ -580,7 +580,8 @@ let AutotaggingPipelineResourceComponent = class AutotaggingPipelineResourceComp
         ]);
         this.loadClassifyPreferences();
         this.applyIncomingConfiguration();
-        await Promise.all([this.LoadPipelineData(), this.loadEntityRecordDocCache(), this.loadInboxPendingCount(), this.loadHealthPendingCount()]);
+        await Promise.all([this.LoadPipelineData(), this.loadInboxPendingCount(), this.loadHealthPendingCount()]);
+        await this.loadEntityRecordDocCache();
         this.tabDataLoaded.add('pipeline');
         this.buildNavItems();
         // If user preferences or incoming config set a non-pipeline initial tab,
@@ -887,7 +888,7 @@ let AutotaggingPipelineResourceComponent = class AutotaggingPipelineResourceComp
             EntityName: 'MJ: Tag Suggestions',
             ExtraFilter: `Status='Pending' AND Reason NOT IN ('MergeCandidate','LowUsage','WideNode')`,
             Fields: ['ID'],
-            ResultType: 'simple',
+            ResultType: 'count_only',
         });
         this.InboxPendingCount = result.Success ? result.TotalRowCount : 0;
     }
@@ -915,7 +916,7 @@ let AutotaggingPipelineResourceComponent = class AutotaggingPipelineResourceComp
             EntityName: 'MJ: Tag Suggestions',
             ExtraFilter: `Status='Pending' AND Reason IN ('MergeCandidate','LowUsage','WideNode')`,
             Fields: ['ID'],
-            ResultType: 'simple',
+            ResultType: 'count_only',
         });
         this.HealthPendingCount = result.Success ? result.TotalRowCount : 0;
     }
@@ -1009,8 +1010,8 @@ let AutotaggingPipelineResourceComponent = class AutotaggingPipelineResourceComp
             const [sourcesResult, itemsResult, runsResult, tagsResult, sourceTypesResult, contentTypesResult] = await rv.RunViews([
                 { EntityName: 'MJ: Content Sources', OrderBy: 'Name', ResultType: 'simple' },
                 { EntityName: 'MJ: Content Items', OrderBy: '__mj_UpdatedAt DESC', MaxRows: this.contentItemsPageSize, StartRow: 0, ResultType: 'simple', Fields: ['ID', 'Name', 'Description', 'ContentSourceID', 'ContentSourceTypeID', 'ContentSource', 'ContentSourceType', 'ContentType', 'ContentFileType', 'URL', 'Text', 'Checksum', 'EntityRecordDocumentID', '__mj_CreatedAt', '__mj_UpdatedAt'] },
-                { EntityName: 'MJ: Content Process Runs', OrderBy: 'StartTime DESC', MaxRows: 100, ResultType: 'simple' },
-                { EntityName: 'MJ: Content Item Tags', ResultType: 'simple', Fields: ['ID', 'ItemID', 'Item', 'Tag', 'TagID', 'Weight', '__mj_CreatedAt'] },
+                { EntityName: 'MJ: Content Process Runs', OrderBy: 'StartTime DESC', MaxRows: 100, ResultType: 'simple', Fields: ['ID', 'SourceID', 'Source', 'Status', 'StartTime', 'EndTime', 'ProcessedItems', 'ErrorCount'] },
+                { EntityName: 'MJ: Content Item Tags', MaxRows: 2000, ResultType: 'simple', Fields: ['ID', 'ItemID', 'Item', 'Tag', 'TagID', 'Weight', '__mj_CreatedAt'] },
                 { EntityName: 'MJ: Content Source Types', ResultType: 'simple' },
                 { EntityName: 'MJ: Content Types', ResultType: 'simple' }
             ]);
@@ -1973,13 +1974,20 @@ let AutotaggingPipelineResourceComponent = class AutotaggingPipelineResourceComp
     }
     /** Cache: EntityRecordDocument ID → RecordID */
     entityRecordDocCache = new Map();
-    /** Load ERD RecordIDs for entity-sourced content items */
+    /** Load ERD RecordIDs for entity-sourced content items referenced by loaded items */
     async loadEntityRecordDocCache() {
-        if (this.entityRecordDocCache.size > 0)
+        const erdIds = Array.from(new Set(this.contentItemsRaw
+            .map(item => item['EntityRecordDocumentID'])
+            .filter((id) => !!id)
+            .map(id => NormalizeUUID(id))
+            .filter(id => !this.entityRecordDocCache.has(id))));
+        if (erdIds.length === 0)
             return;
         const rv = RunView.FromMetadataProvider(this.ProviderToUse);
+        const filter = erdIds.map(id => `'${id.replace(/'/g, "''")}'`).join(',');
         const result = await rv.RunView({
             EntityName: 'MJ: Entity Record Documents',
+            ExtraFilter: `ID IN (${filter})`,
             ResultType: 'simple',
             Fields: ['ID', 'RecordID'],
         });