@multiplayer-app/agent 0.0.7 → 0.1.0

package/dist/research/filingramp-tools.js

@@ -0,0 +1,447 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createFilingRampTools = createFilingRampTools;
+// FilingRamp tools for the research profile. Design rule: token cost first. Every tool
+// returns a lean projection and writes anything bulky (document text, downloaded files,
+// full result pages) to the workspace, where grep / DuckDB / Python work on it for free.
+// The session scope (scope.ts) is applied server-side here, before the model's own filters.
+const child_process_1 = require("child_process");
+const fs_1 = require("fs");
+const path_1 = __importDefault(require("path"));
+const util_1 = require("util");
+const ai_1 = require("ai");
+const zod_1 = require("zod");
+const scope_1 = require("./scope");
+const execFileAsync = (0, util_1.promisify)(child_process_1.execFile);
+const DEFAULT_FILING_FIELDS = [
+    '_id',
+    'trackingNumber',
+    'state',
+    'statusId',
+    'status',
+    'filingType',
+    'typeOfInsurance',
+    'subTypeOfInsurance',
+    'dateSubmitted',
+    'product',
+    'project',
+];
+const MAX_PAGE = 200;
+const MAX_DOC_HITS = 100;
+const MAX_HIGHLIGHTS = 3;
+const MAX_INLINE_TEXT_CHARS = 4000;
+const filterSchema = zod_1.z.object({
+    field: zod_1.z.string().min(1).max(100),
+    comparisonOperator: zod_1.z.enum(['cn', 'in', 'eq', 'gt', 'gte', 'lt', 'lte', 'ex']),
+    value: zod_1.z.unknown(),
+});
+const searchTypeSchema = zod_1.z.enum(['ACCOUNT', 'INDUSTRY']).optional().describe('Defaults to the session scope. INDUSTRY needs the industry-data entitlement.');
+function safeName(value) {
+    return value.replace(/[^A-Za-z0-9._-]+/g, '_').replace(/^_+|_+$/g, '').slice(0, 120) || 'item';
+}
+function pick(record, fields) {
+    const out = {};
+    for (const field of fields) {
+        if (record[field] !== undefined)
+            out[field] = record[field];
+    }
+    return out;
+}
+function asRecordList(payload) {
+    if (Array.isArray(payload))
+        return payload;
+    if (payload && typeof payload === 'object' && Array.isArray(payload.items)) {
+        return payload.items;
+    }
+    return [];
+}
+async function writeWorkspaceFile(workspaceDir, relativePath, content) {
+    const target = path_1.default.resolve(workspaceDir, relativePath);
+    if (!target.startsWith(path_1.default.resolve(workspaceDir) + path_1.default.sep))
+        throw new Error(`path escapes the workspace: ${relativePath}`);
+    await fs_1.promises.mkdir(path_1.default.dirname(target), { recursive: true });
+    const buffer = typeof content === 'string' ? Buffer.from(content, 'utf8') : content;
+    await fs_1.promises.writeFile(target, buffer);
+    return { path: relativePath, bytes: buffer.byteLength };
+}
+/** PDF → text with whatever the image has (mupdf first, poppler second). Empty text = scanned or protected. */
+async function extractPdfText(file, output) {
+    const attempts = [
+        ['mutool', ['draw', '-F', 'txt', '-o', output, file]],
+        ['pdftotext', ['-layout', file, output]],
+    ];
+    for (const [bin, args] of attempts) {
+        try {
+            await execFileAsync(bin, args, { timeout: 120000 });
+            const stat = await fs_1.promises.stat(output);
+            return stat.size;
+        }
+        catch (_b) {
+            /* try the next extractor */
+        }
+    }
+    return 0;
+}
+/** Walks a filing record and lists every attachment with where it sits in the filing. */
+function collectAttachments(filing) {
+    var _b, _c;
+    const out = [];
+    const sections = [
+        ['forms', 'formNumber'],
+        ['rates', 'name'],
+        ['supportings', 'name'],
+        ['dispositions', 'status'],
+    ];
+    for (const [section, labelField] of sections) {
+        const items = filing[section];
+        if (!Array.isArray(items))
+            continue;
+        for (const item of items) {
+            const attachments = Array.isArray(item.attachments) ? item.attachments : [];
+            for (const attachment of attachments) {
+                out.push({
+                    section,
+                    item: (_c = (_b = item[labelField]) !== null && _b !== void 0 ? _b : item.name) !== null && _c !== void 0 ? _c : item.title,
+                    itemId: item._id,
+                    action: item.action,
+                    key: attachment.key,
+                    name: attachment.name,
+                    type: attachment.type,
+                    size: attachment.size,
+                });
+            }
+        }
+    }
+    const objections = Array.isArray(filing.objections) ? filing.objections : [];
+    for (const letter of objections) {
+        for (const attachment of Array.isArray(letter.attachments) ? letter.attachments : []) {
+            out.push({ section: 'objections', item: letter.letterDate, key: attachment.key, name: attachment.name, size: attachment.size });
+        }
+    }
+    return out;
+}
+function createFilingRampTools(options) {
+    const { client, workspaceDir, scope } = options;
+    const industryData = client.industryData;
+    const searchFilings = (0, ai_1.tool)({
+        description: 'List filings matching filters (account filings by default). Lean rows: pass `fields` for exactly what you need. Page with lastItemId (sortKey "_id") until a page is shorter than limit. For counts or breakdowns use count_filings / summarize_filings instead — never page to count.',
+        inputSchema: zod_1.z.object({
+            text: zod_1.z.string().max(500).optional().describe('Free-text match over filing metadata'),
+            filters: zod_1.z.array(filterSchema).max(30).optional(),
+            fields: zod_1.z.array(zod_1.z.string().max(100)).max(40).optional().describe(`Filing fields to return; default ${DEFAULT_FILING_FIELDS.join(', ')}`),
+            limit: zod_1.z.number().int().min(1).max(MAX_PAGE).optional(),
+            lastItemId: zod_1.z.string().optional(),
+            lastItemSortValue: zod_1.z.union([zod_1.z.string(), zod_1.z.number()]).optional(),
+            sortKey: zod_1.z.string().max(60).optional(),
+            sortDirection: zod_1.z.union([zod_1.z.literal(1), zod_1.z.literal(-1)]).optional(),
+            searchType: searchTypeSchema,
+            saveAs: zod_1.z.string().max(200).optional().describe('Also write the full page as JSON to this workspace path (e.g. data/filings/page-1.json)'),
+        }),
+        execute: async (input) => {
+            var _b, _c, _d, _e, _f, _g;
+            const searchType = (0, scope_1.resolveSearchType)(scope, industryData, input.searchType);
+            const filters = (0, scope_1.scopeFilingsFilters)(scope, input.filters);
+            const fields = ((_b = input.fields) === null || _b === void 0 ? void 0 : _b.length) ? [...new Set(['_id', ...input.fields])] : DEFAULT_FILING_FIELDS;
+            const limit = (_c = input.limit) !== null && _c !== void 0 ? _c : 100;
+            let items;
+            if (searchType === 'INDUSTRY') {
+                // v2 has no industry search; v1 pages by offset. lastItemSortValue carries the offset here.
+                const offset = typeof input.lastItemSortValue === 'number' ? input.lastItemSortValue : 0;
+                const payload = await client.request('/v1/search/filings', {
+                    method: 'POST',
+                    body: { text: input.text, filters, limit, offset, searchType, sortKey: (_d = input.sortKey) !== null && _d !== void 0 ? _d : '_id', sortDirection: (_e = input.sortDirection) !== null && _e !== void 0 ? _e : 1 },
+                });
+                items = asRecordList(payload);
+            }
+            else {
+                const payload = await client.request('/v2/search/filings', {
+                    method: 'POST',
+                    body: {
+                        text: input.text,
+                        filters,
+                        fields,
+                        limit,
+                        lastItemId: input.lastItemId,
+                        lastItemSortValue: input.lastItemSortValue,
+                        sortKey: (_f = input.sortKey) !== null && _f !== void 0 ? _f : '_id',
+                        sortDirection: (_g = input.sortDirection) !== null && _g !== void 0 ? _g : 1,
+                        searchType,
+                    },
+                });
+                items = asRecordList(payload);
+            }
+            const saved = input.saveAs ? await writeWorkspaceFile(workspaceDir, input.saveAs, JSON.stringify(items, null, 2)) : undefined;
+            const rows = items.map((item) => pick(item, fields));
+            const last = items[items.length - 1];
+            return {
+                count: rows.length,
+                items: rows,
+                nextLastItemId: rows.length === limit ? last === null || last === void 0 ? void 0 : last._id : undefined,
+                nextOffset: searchType === 'INDUSTRY' && rows.length === limit ? ((typeof input.lastItemSortValue === 'number' ? input.lastItemSortValue : 0) + limit) : undefined,
+                appliedFilters: filters,
+                saved,
+            };
+        },
+    });
+    const countFilings = (0, ai_1.tool)({
+        description: 'One total count of filings matching filters. For counts per state, line or status use summarize_filings.',
+        inputSchema: zod_1.z.object({
+            text: zod_1.z.string().max(500).optional(),
+            filters: zod_1.z.array(filterSchema).max(30).optional(),
+            searchType: searchTypeSchema,
+        }),
+        execute: async (input) => {
+            var _b;
+            const searchType = (0, scope_1.resolveSearchType)(scope, industryData, input.searchType);
+            const filters = (0, scope_1.scopeFilingsFilters)(scope, input.filters);
+            const payload = await client.request('/v2/search/filings/count', {
+                method: 'POST',
+                body: { text: input.text, filters, searchType },
+            });
+            return { count: (_b = payload === null || payload === void 0 ? void 0 : payload.count) !== null && _b !== void 0 ? _b : 0, appliedFilters: filters };
+        },
+    });
+    const summarizeFilings = (0, ai_1.tool)({
+        description: 'Counts and totals per group (state, filingType, statusId, typeOfInsurance, subTypeOfInsurance, company, submittedMonth, dispositionMonth, source, businessType). Use this to size a population before reading documents, and for rankings or trends. Never page search_filings to count.',
+        inputSchema: zod_1.z.object({
+            text: zod_1.z.string().max(500).optional(),
+            filters: zod_1.z.array(filterSchema).max(30).optional(),
+            groupBy: zod_1.z.array(zod_1.z.string().max(40)).max(4).optional(),
+            limit: zod_1.z.number().int().min(1).max(50000).optional(),
+            sortBy: zod_1.z.enum(['key', 'filings']).optional(),
+            searchType: searchTypeSchema,
+            saveAs: zod_1.z.string().max(200).optional().describe('Write the full summary rows as JSON to this workspace path'),
+        }),
+        execute: async (input) => {
+            var _b, _c;
+            const searchType = (0, scope_1.resolveSearchType)(scope, industryData, input.searchType);
+            const filters = (0, scope_1.scopeFilingsFilters)(scope, input.filters);
+            const payload = await client.request('/v2/search/filings/summary', {
+                method: 'POST',
+                body: { text: input.text, filters, groupBy: input.groupBy, limit: input.limit, sortBy: input.sortBy, searchType },
+            });
+            const items = (_b = payload === null || payload === void 0 ? void 0 : payload.items) !== null && _b !== void 0 ? _b : [];
+            const saved = input.saveAs ? await writeWorkspaceFile(workspaceDir, input.saveAs, JSON.stringify(items, null, 2)) : undefined;
+            // Rows carry per-status day sums the model rarely needs; keep the counts.
+            const rows = items.slice(0, 200).map((row) => ({
+                key: row.key,
+                filings: row.filings,
+                filingsWithObjections: row.filingsWithObjections,
+                filingsWithForms: row.filingsWithForms,
+                objectionLetters: row.objectionLetters,
+                forms: row.forms,
+                rates: row.rates,
+                statusIds: row.statusIds && typeof row.statusIds === 'object'
+                    ? Object.fromEntries(Object.entries(row.statusIds).map(([k, v]) => { var _b; return [k, (_b = v === null || v === void 0 ? void 0 : v.filings) !== null && _b !== void 0 ? _b : 0]; }))
+                    : undefined,
+            }));
+            return { rows, totalRows: items.length, truncated: (_c = payload === null || payload === void 0 ? void 0 : payload.truncated) !== null && _c !== void 0 ? _c : false, appliedFilters: filters, saved };
+        },
+    });
+    const getFiling = (0, ai_1.tool)({
+        description: 'One filing in full: general information, forms, rates, supporting documents, objection letters, dispositions and every attachment (with the `key` download_attachment needs). Large: ask for `include` sections only when you need them.',
+        inputSchema: zod_1.z.object({
+            id: zod_1.z.string().min(1).max(100).describe('Filing _id or SERFF tracking number'),
+            include: zod_1.z.array(zod_1.z.enum(['general', 'forms', 'rates', 'supportings', 'objections', 'dispositions', 'attachments'])).optional(),
+            saveAs: zod_1.z.string().max(200).optional().describe('Write the full filing JSON to this workspace path'),
+        }),
+        execute: async (input) => {
+            var _b;
+            const filing = await client.request(`/v1/filings/${encodeURIComponent(input.id)}`);
+            const saved = input.saveAs ? await writeWorkspaceFile(workspaceDir, input.saveAs, JSON.stringify(filing, null, 2)) : undefined;
+            const include = new Set((_b = input.include) !== null && _b !== void 0 ? _b : ['general', 'attachments']);
+            const out = {
+                _id: filing._id,
+                trackingNumber: filing.trackingNumber,
+                state: filing.state,
+                statusId: filing.statusId,
+                status: filing.status,
+                filingType: filing.filingType,
+                typeOfInsurance: filing.typeOfInsurance,
+                subTypeOfInsurance: filing.subTypeOfInsurance,
+                dateSubmitted: filing.dateSubmitted,
+                companyNames: Array.isArray(filing.companies) ? filing.companies.map((c) => c.name) : undefined,
+            };
+            if (include.has('general'))
+                out.generalInformation = filing.generalInformation;
+            for (const section of ['forms', 'rates', 'supportings', 'objections', 'dispositions']) {
+                if (!include.has(section))
+                    continue;
+                const items = Array.isArray(filing[section]) ? filing[section] : [];
+                out[section] = items.map((item) => {
+                    const { attachments: _a, ...rest } = item;
+                    return rest;
+                });
+            }
+            if (include.has('attachments'))
+                out.attachments = collectAttachments(filing);
+            return { filing: out, saved };
+        },
+    });
+    const searchDocuments = (0, ai_1.tool)({
+        description: 'Full-text or semantic search INSIDE documents (extracted PDF text of forms, rate and supporting documents, objection letters, responses, library forms, circulars). This is how you find which filings contain a clause. Returns hits with highlights; set saveText=true to write each hit\'s full extracted text to data/text/<trackingNumber>/<name>.txt for grep and analysis — never read whole documents into the chat.',
+        inputSchema: zod_1.z.object({
+            query: zod_1.z.string().min(1).max(2000),
+            searchType: zod_1.z.enum(['KEYWORD', 'SEMANTIC', 'HYBRID']).optional().describe('KEYWORD for exact phrases (default), SEMANTIC for meaning, HYBRID for both'),
+            indexes: zod_1.z
+                .array(zod_1.z.enum(['filings', 'objections', 'responses', 'library_forms', 'library_rates', 'circulars']))
+                .min(1)
+                .optional()
+                .describe('Which document collections; default ["filings"]'),
+            matchMode: zod_1.z.enum(['EXACT', 'ANY_WORD', 'PROXIMITY']).optional(),
+            filters: zod_1.z.array(filterSchema).max(20).optional().describe('OpenSearch filters: states, filingTypes, typeOfInsurance, subTypeOfInsurance, dateSubmitted, productIds, projectIds, authors…'),
+            scope: zod_1.z.enum(['ACCOUNT', 'INDUSTRY']).optional(),
+            limit: zod_1.z.number().int().min(1).max(1000).optional(),
+            saveText: zod_1.z.boolean().optional(),
+        }),
+        execute: async (input) => {
+            var _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t;
+            const searchType = (_b = input.searchType) !== null && _b !== void 0 ? _b : 'KEYWORD';
+            const suffix = searchType === 'KEYWORD' ? 'keyword_index' : 'semantic_index';
+            const indexNames = ((_c = input.indexes) !== null && _c !== void 0 ? _c : ['filings']).map((name) => `${name}_${suffix}`);
+            const scopeValue = (0, scope_1.resolveSearchType)(scope, industryData, input.scope);
+            const filters = (0, scope_1.scopeDocumentFilters)(scope, input.filters);
+            const hits = await client.request('/v1/search/global', {
+                method: 'POST',
+                body: {
+                    searchType,
+                    searchText: input.query,
+                    matchMode: (_d = input.matchMode) !== null && _d !== void 0 ? _d : (searchType === 'KEYWORD' ? 'EXACT' : 'ANY_WORD'),
+                    indexNames,
+                    scope: scopeValue,
+                    limit: (_e = input.limit) !== null && _e !== void 0 ? _e : 50,
+                    filters,
+                },
+                timeoutMs: 120000,
+            });
+            const list = Array.isArray(hits) ? hits : asRecordList(hits);
+            const results = [];
+            for (const hit of list.slice(0, MAX_DOC_HITS)) {
+                const source = ((_f = hit._source) !== null && _f !== void 0 ? _f : {});
+                const highlight = ((_g = hit.highlight) !== null && _g !== void 0 ? _g : {});
+                const fragments = Object.values(highlight).flat().slice(0, MAX_HIGHLIGHTS);
+                const text = typeof source.attachmentText === 'string' ? source.attachmentText : undefined;
+                const trackingNumber = String((_l = (_k = (_j = (_h = source.trackingNumber) !== null && _h !== void 0 ? _h : source.filingTrackingNumber) !== null && _j !== void 0 ? _j : source.resourceId) !== null && _k !== void 0 ? _k : hit._id) !== null && _l !== void 0 ? _l : 'unknown');
+                const name = String((_r = (_q = (_p = (_o = (_m = source.name) !== null && _m !== void 0 ? _m : source.attachmentName) !== null && _o !== void 0 ? _o : source.formNumber) !== null && _p !== void 0 ? _p : source.title) !== null && _q !== void 0 ? _q : hit._id) !== null && _r !== void 0 ? _r : 'document');
+                let textPath;
+                if (input.saveText && text) {
+                    textPath = `data/text/${safeName(trackingNumber)}/${safeName(name)}.txt`;
+                    await writeWorkspaceFile(workspaceDir, textPath, text);
+                }
+                results.push({
+                    id: hit._id,
+                    index: hit._index,
+                    score: hit._score,
+                    resourceType: source.resourceType,
+                    trackingNumber,
+                    state: source.state,
+                    filingType: source.filingType,
+                    dateSubmitted: source.dateSubmitted,
+                    name,
+                    formNumber: source.formNumber,
+                    attachmentKey: (_s = source.key) !== null && _s !== void 0 ? _s : source.attachmentKey,
+                    textChars: (_t = text === null || text === void 0 ? void 0 : text.length) !== null && _t !== void 0 ? _t : 0,
+                    textPath,
+                    highlights: fragments.map((fragment) => fragment.replace(/<\/?em>/g, '**').slice(0, 300)),
+                });
+            }
+            return { hits: results, total: list.length, truncated: list.length > MAX_DOC_HITS, indexNames, appliedFilters: filters };
+        },
+    });
+    const downloadAttachment = (0, ai_1.tool)({
+        description: 'Download one attachment by key into data/attachments/<trackingNumber>/<name> and, for PDFs, extract its text to data/text/<trackingNumber>/<name>.txt. Use when search_documents has no text for a document (large or scanned PDFs) or you need the original file. Returns paths and sizes, never the content.',
+        inputSchema: zod_1.z.object({
+            key: zod_1.z.string().min(1).max(2000),
+            trackingNumber: zod_1.z.string().max(100).optional(),
+            name: zod_1.z.string().max(300).optional(),
+            extractText: zod_1.z.boolean().optional().describe('default true for PDFs'),
+        }),
+        execute: async (input) => {
+            var _b, _c, _d;
+            const bytes = await client.downloadAttachment(input.key);
+            const folder = safeName((_b = input.trackingNumber) !== null && _b !== void 0 ? _b : 'misc');
+            const fileName = safeName((_d = (_c = input.name) !== null && _c !== void 0 ? _c : input.key.split('/').pop()) !== null && _d !== void 0 ? _d : 'attachment');
+            const filePath = `data/attachments/${folder}/${fileName}`;
+            const written = await writeWorkspaceFile(workspaceDir, filePath, bytes);
+            const isPdf = /\.pdf$/i.test(fileName) || bytes.subarray(0, 4).toString() === '%PDF';
+            let textPath;
+            let textChars = 0;
+            if (isPdf && input.extractText !== false) {
+                textPath = `data/text/${folder}/${fileName.replace(/\.pdf$/i, '')}.txt`;
+                const absoluteText = path_1.default.resolve(workspaceDir, textPath);
+                await fs_1.promises.mkdir(path_1.default.dirname(absoluteText), { recursive: true });
+                textChars = await extractPdfText(path_1.default.resolve(workspaceDir, filePath), absoluteText);
+                if (textChars === 0)
+                    textPath = undefined;
+            }
+            return {
+                path: written.path,
+                bytes: written.bytes,
+                textPath,
+                textChars,
+                note: isPdf && textChars === 0 ? 'No extractable text (scanned or protected PDF) — record it as unreadable in findings.' : undefined,
+            };
+        },
+    });
+    const searchObjections = (0, ai_1.tool)({
+        description: 'Objection letters on account filings, open or closed, with their respond-by dates. Account data only.',
+        inputSchema: zod_1.z.object({
+            type: zod_1.z.enum(['OPEN', 'CLOSED']),
+            filters: zod_1.z.array(filterSchema).max(20).optional(),
+            limit: zod_1.z.number().int().min(1).max(MAX_PAGE).optional(),
+            offset: zod_1.z.number().int().min(0).optional(),
+            sortKey: zod_1.z.enum(['filingType', 'objection.letterDate', 'objection.respondByDate']).optional(),
+            sortDirection: zod_1.z.union([zod_1.z.literal(1), zod_1.z.literal(-1)]).optional(),
+        }),
+        execute: async (input) => {
+            var _b, _c, _d, _e, _f;
+            const filters = (0, scope_1.scopeFilingsFilters)(scope, input.filters);
+            const payload = await client.request('/v2/search/filings/objections', {
+                method: 'POST',
+                query: { type: input.type },
+                body: { filters, limit: (_b = input.limit) !== null && _b !== void 0 ? _b : 50, offset: (_c = input.offset) !== null && _c !== void 0 ? _c : 0, sortKey: input.sortKey, sortDirection: (_d = input.sortDirection) !== null && _d !== void 0 ? _d : -1 },
+            });
+            return { count: (_e = payload === null || payload === void 0 ? void 0 : payload.count) !== null && _e !== void 0 ? _e : 0, items: (_f = payload === null || payload === void 0 ? void 0 : payload.items) !== null && _f !== void 0 ? _f : [], appliedFilters: filters };
+        },
+    });
+    const readText = (0, ai_1.tool)({
+        description: 'Read a slice of an extracted text file in the workspace (data/text/…). Prefer run_command with rg/grep to locate the passage first, then read only the lines around it. Hard cap per call keeps the conversation small.',
+        inputSchema: zod_1.z.object({
+            path: zod_1.z.string().min(1).max(500),
+            startLine: zod_1.z.number().int().min(1).optional(),
+            endLine: zod_1.z.number().int().min(1).optional(),
+        }),
+        execute: async (input) => {
+            var _b, _c;
+            const target = path_1.default.resolve(workspaceDir, input.path);
+            if (!target.startsWith(path_1.default.resolve(workspaceDir) + path_1.default.sep))
+                throw new Error('path escapes the workspace');
+            const content = await fs_1.promises.readFile(target, 'utf8');
+            const lines = content.split('\n');
+            const start = Math.max(1, (_b = input.startLine) !== null && _b !== void 0 ? _b : 1);
+            const end = Math.min(lines.length, (_c = input.endLine) !== null && _c !== void 0 ? _c : start + 80);
+            const slice = lines.slice(start - 1, end).join('\n');
+            return {
+                path: input.path,
+                totalLines: lines.length,
+                startLine: start,
+                endLine: end,
+                text: slice.length > MAX_INLINE_TEXT_CHARS ? `${slice.slice(0, MAX_INLINE_TEXT_CHARS)}…[truncated — narrow the line range]` : slice,
+            };
+        },
+    });
+    return {
+        search_filings: searchFilings,
+        count_filings: countFilings,
+        summarize_filings: summarizeFilings,
+        get_filing: getFiling,
+        search_documents: searchDocuments,
+        download_attachment: downloadAttachment,
+        search_objections: searchObjections,
+        read_text: readText,
+    };
+}
+//# sourceMappingURL=filingramp-tools.js.map

package/dist/research/filingramp-tools.js.map

@@ -0,0 +1 @@
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package/dist/research/prompt.d.ts

@@ -0,0 +1,13 @@
+import type { ResearchScope } from '../config';
+export declare const RESEARCH_OUTPUT_FILES: {
+    readonly findings: "research/findings.md";
+    readonly results: "research/results.csv";
+    readonly evidence: "research/evidence.json";
+    readonly notes: "research/notes.md";
+};
+export declare function buildResearchSystemPrompt(options: {
+    scope?: ResearchScope;
+    industryData: boolean;
+    tokenBudget?: number;
+}): string;
+//# sourceMappingURL=prompt.d.ts.map

package/dist/research/prompt.d.ts.map

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package/dist/research/prompt.js

@@ -0,0 +1,40 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.RESEARCH_OUTPUT_FILES = void 0;
+exports.buildResearchSystemPrompt = buildResearchSystemPrompt;
+const scope_1 = require("./scope");
+exports.RESEARCH_OUTPUT_FILES = {
+    findings: 'research/findings.md',
+    results: 'research/results.csv',
+    evidence: 'research/evidence.json',
+    notes: 'research/notes.md',
+};
+function buildResearchSystemPrompt(options) {
+    const budget = options.tokenBudget ? `Token budget for this session: ${options.tokenBudget.toLocaleString()} tokens. ` : '';
+    return `You are a deep research agent for insurance regulatory filings, running inside an isolated session workspace with a persistent disk. You answer one research question at a time by reading the actual filing documents, and you leave a verifiable trail.
+
+Scope of this session (enforced on every FilingRamp call; you may narrow, never widen):
+${(0, scope_1.describeScope)(options.scope)}
+${options.industryData ? 'Industry (public) filings are available with searchType/scope INDUSTRY.' : 'Only this account\'s own filings are available.'}
+
+Method — plan, size, confirm, narrow, download, analyze, report:
+1. Plan. Restate the question as concrete, checkable criteria (which document types, which clauses or values, which time range). Write the plan to ${exports.RESEARCH_OUTPUT_FILES.notes} and tell the user in two or three sentences.
+2. Size. Use count_filings and summarize_filings (grouped by state, filingType, typeOfInsurance, submittedMonth) to see how big the population is before reading anything.
+3. Confirm. If the population is large (more than ~300 filings or ~1,000 documents) or the question is ambiguous, call ask_user with the counts and the choice to make. Stop and wait for the answer.
+4. Narrow. Use search_documents (KEYWORD with exact phrases first, SEMANTIC/HYBRID for concepts like "water shut-off valve requirement") to find the documents that matter. Pass saveText=true so the extracted text lands in data/text/ for grep.
+5. Download only what search cannot answer: download_attachment extracts PDF text locally. Note documents with no text (scanned) — they go in the findings as "not readable".
+6. Analyze locally. Use run_command with rg/grep, python3 (pandas, duckdb) and the files under data/. Keep intermediate tables in data/*.csv. Never paste whole documents into the conversation; read_text only the lines around a match.
+7. Report. Write:
+   - ${exports.RESEARCH_OUTPUT_FILES.findings}: the answer first, then method, population size, coverage (documents read vs unreadable), caveats.
+   - ${exports.RESEARCH_OUTPUT_FILES.results}: one row per filing or document with the facts you extracted (tracking number, state, company, date, the extracted value(s), source document, page/line hint).
+   - ${exports.RESEARCH_OUTPUT_FILES.evidence}: for every fact, the quoted span and where it came from ({trackingNumber, attachmentKey or path, line, quote}).
+   Then call publish_results with those paths so they appear in the session, and finish with a short summary message.
+
+Working rules:
+- Progress: call report_progress when a phase starts and finishes, so the user sees a checklist while you work. Post a short message every ~10 minutes of work with counts so far.
+- ${budget}Prefer counts and summaries over listing rows; request only the fields you need; let files hold bulk data.
+- Dates, states and lines you were given are the scope: always say when the data can not answer the question within it.
+- Be explicit about uncertainty: separate "found in document" from "inferred".
+- Resumability: after each phase, update ${exports.RESEARCH_OUTPUT_FILES.notes} with what is done and what is next — a restarted session reads it first.`;
+}
+//# sourceMappingURL=prompt.js.map

package/dist/research/prompt.js.map

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package/dist/research/scope.d.ts

@@ -0,0 +1,24 @@
+import type { ResearchScope } from '../config';
+export interface FilingsFilter {
+    field: string;
+    comparisonOperator: string;
+    value: unknown;
+}
+/** Four-decimal codes ("17.0001") are sub-lines; anything else is a broad line or a name. */
+export declare function isSubLineCode(line: string): boolean;
+/**
+ * Filters the scope implies for the filings search / count / summary endpoints
+ * (FilingsFilters in the FilingRamp catalog). A field the caller already set wins — the
+ * caller is the model narrowing within the scope, never a way around it: when the caller's
+ * value falls outside the scope the scope's filter is kept and the caller's is dropped.
+ */
+export declare function scopeFilingsFilters(scope: ResearchScope | undefined, requested?: FilingsFilter[]): FilingsFilter[];
+/**
+ * Same idea for POST /v1/search/global (OpenSearch): its filter vocabulary differs (singular
+ * typeOfInsurance / subTypeOfInsurance, exact "in" matches only).
+ */
+export declare function scopeDocumentFilters(scope: ResearchScope | undefined, requested?: FilingsFilter[]): FilingsFilter[];
+/** 'INDUSTRY' only when the session asked for it and the account is entitled; otherwise account data. */
+export declare function resolveSearchType(scope: ResearchScope | undefined, industryData: boolean, requested?: 'ACCOUNT' | 'INDUSTRY'): 'ACCOUNT' | 'INDUSTRY';
+export declare function describeScope(scope: ResearchScope | undefined): string;
+//# sourceMappingURL=scope.d.ts.map

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