@party-stack/salesforce-ontology 0.1.7 → 0.1.9

package/lib/meta/queryFunctionTypeCollectionOptions.js

@@ -1,16 +1,97 @@
 import { QueryClient } from "@tanstack/query-core";
 import { queryCollectionOptions } from "@tanstack/query-db-collection";
-/**
- * Salesforce has no native equivalent to Foundry query functions in this slice.
- * Return an empty on-demand collection so pull/meta LiveOntology still works.
- */
-export function queryFunctionTypeCollectionOptions() {
+import { classifySalesforceStandardAction } from "../standardActions.js";
+import { convertMetaNameQuery, matchesMetaNameQuery, } from "./convertMetaLoadSubsetOptions.js";
+import { convertSalesforceMetaStandardQueryFunctionType } from "./convertMetaQueryFunctionType.js";
+async function describeStandardActions(client, names) {
+    if (typeof client.describeStandardActions ===
+        "function") {
+        try {
+            return await client.describeStandardActions(names);
+        }
+        catch {
+            // Fall through when Composite API access is unavailable.
+        }
+    }
+    return Promise.all(names.map(async (name) => {
+        try {
+            return await client.describeStandardAction(name);
+        }
+        catch {
+            return undefined;
+        }
+    }));
+}
+export function queryFunctionTypeCollectionOptions(opts) {
     return queryCollectionOptions({
-        queryClient: new QueryClient(),
+        queryClient: opts.queryClient ?? new QueryClient(),
         getKey: (row) => row.name,
-        queryKey: ["salesforce", "ontology", "queryFunctionTypes"],
+        queryKey: [
+            "salesforce",
+            "ontology",
+            "queryFunctionTypes",
+            opts.standardQueryFunctionTypeNames ?? [],
+        ],
         syncMode: "on-demand",
-        queryFn: () => Promise.resolve([]),
+        queryFn: async (ctx) => {
+            const query = convertMetaNameQuery(ctx.meta?.loadSubsetOptions);
+            let summaries;
+            if (query.type !== "getBatch" &&
+                !opts.standardQueryFunctionTypeNames) {
+                const response = await opts.client.listStandardActions();
+                summaries =
+                    Array.isArray(response)
+                        ? response
+                        : Array.isArray(response.actions)
+                            ? response.actions
+                            : Object.keys(response).map((name) => ({ name }));
+            }
+            const requestedNames = query.type === "getBatch"
+                ? new Set(query.names)
+                : undefined;
+            const candidates = (opts.standardQueryFunctionTypeNames ??
+                (requestedNames
+                    ? [...requestedNames]
+                    : summaries?.map((summary) => summary.name) ?? []))
+                .filter((name) => (!requestedNames ||
+                requestedNames.has(name)) &&
+                (opts.standardQueryFunctionTypeNames !==
+                    undefined ||
+                    classifySalesforceStandardAction(name) ===
+                        "queryFunction"))
+                .map((name) => ({
+                name,
+                displayName: summaries?.find((summary) => summary.name === name)?.label ?? name,
+            }))
+                .filter((candidate) => matchesMetaNameQuery(query, candidate));
+            const offset = Math.max(0, Math.trunc(ctx.meta?.loadSubsetOptions
+                ?.offset ?? 0));
+            const limit = ctx.meta?.loadSubsetOptions?.limit;
+            const names = (requestedNames
+                ? candidates
+                : candidates.slice(offset, limit === undefined
+                    ? undefined
+                    : offset +
+                        Math.max(0, Math.trunc(limit)))).map((candidate) => candidate.name);
+            const describes = (await describeStandardActions(opts.client, names)).filter((describe) => Boolean(describe));
+            const sObjectNames = new Set();
+            for (const describe of describes) {
+                for (const parameter of [
+                    ...(describe.inputs ?? []),
+                    ...(describe.outputs ?? []),
+                ]) {
+                    const name = parameter.sobjectType ??
+                        parameter.sObjectType;
+                    if (name)
+                        sObjectNames.add(name);
+                }
+            }
+            const sObjectDescribes = new Map(await Promise.all([...sObjectNames].map(async (name) => [
+                name,
+                await opts.client.describeSObject(name),
+            ])));
+            return describes.map((describe) => convertSalesforceMetaStandardQueryFunctionType(describe, sObjectDescribes));
+        },
     });
 }
 //# sourceMappingURL=queryFunctionTypeCollectionOptions.js.map

package/lib/meta/queryFunctionTypeCollectionOptions.js.map

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package/lib/meta/queryFunctionTypeCollectionOptions.test.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=queryFunctionTypeCollectionOptions.test.d.ts.map

package/lib/meta/queryFunctionTypeCollectionOptions.test.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"queryFunctionTypeCollectionOptions.test.d.ts","sourceRoot":"","sources":["../../src/meta/queryFunctionTypeCollectionOptions.test.ts"],"names":[],"mappings":""}

package/lib/meta/queryFunctionTypeCollectionOptions.test.js

@@ -0,0 +1,71 @@
+import { createMetaLiveOntology, } from "@party-stack/ontology";
+import { eq, queryOnce } from "@tanstack/db";
+import { describe, expect, it, vi } from "vitest";
+import { createSalesforceMetaOntologyBackendAdapter } from "./createSalesforceMetaOntologyBackendAdapter.js";
+describe("Salesforce QueryFunctionType metadata queries", () => {
+    it("loads whitelisted reads and excludes mutating standard actions", async () => {
+        const describeStandardAction = vi
+            .fn()
+            .mockResolvedValue({
+            name: "getConversationTranscript",
+            label: "Get Conversation Transcript",
+            inputs: [
+                {
+                    name: "recordId",
+                    type: "STRING",
+                    required: true,
+                },
+            ],
+            outputs: [
+                {
+                    name: "unformattedTextTranscript",
+                    type: "STRING",
+                },
+            ],
+        });
+        const meta = await createMetaLiveOntology({
+            backend: () => createSalesforceMetaOntologyBackendAdapter({
+                client: {
+                    describeStandardAction,
+                },
+            }),
+            persistObjects: false,
+        });
+        try {
+            const reads = await queryOnce((q) => q
+                .from({
+                QueryFunctionType: meta.objects
+                    .QueryFunctionType,
+            })
+                .where(({ QueryFunctionType }) => eq(QueryFunctionType.name, "getConversationTranscript")));
+            expect(describeStandardAction).toHaveBeenCalledExactlyOnceWith("getConversationTranscript");
+            expect(reads[0]).toMatchObject({
+                name: "getConversationTranscript",
+                parameters: [{ name: "recordId" }],
+                returnType: {
+                    kind: "struct",
+                    value: {
+                        fields: [
+                            {
+                                name: "unformattedTextTranscript",
+                            },
+                        ],
+                    },
+                },
+            });
+            describeStandardAction.mockClear();
+            const mutations = await queryOnce((q) => q
+                .from({
+                QueryFunctionType: meta.objects
+                    .QueryFunctionType,
+            })
+                .where(({ QueryFunctionType }) => eq(QueryFunctionType.name, "confirmSalesMeeting")));
+            expect(mutations).toEqual([]);
+            expect(describeStandardAction).not.toHaveBeenCalled();
+        }
+        finally {
+            await meta.cleanup();
+        }
+    });
+});
+//# sourceMappingURL=queryFunctionTypeCollectionOptions.test.js.map

package/lib/meta/queryFunctionTypeCollectionOptions.test.js.map

@@ -0,0 +1 @@
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package/lib/meta/synthesizeCrudActionTypes.d.ts

@@ -0,0 +1,4 @@
+import type { MetaActionType } from "@party-stack/ontology";
+import type { SalesforceSObjectDescribe } from "@party-stack/salesforce-client";
+export declare function synthesizeSalesforceCrudActionTypes(describe: SalesforceSObjectDescribe): MetaActionType[];
+//# sourceMappingURL=synthesizeCrudActionTypes.d.ts.map

package/lib/meta/synthesizeCrudActionTypes.d.ts.map

@@ -0,0 +1 @@
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package/lib/meta/synthesizeCrudActionTypes.js

@@ -0,0 +1,128 @@
+import { salesforceActionMeta } from "../actionMetadata.js";
+import { salesforceCrudActionTypeId, salesforceCrudActionTypeName, } from "../utils/ids.js";
+import { convertSalesforceFieldType } from "./convertMetaTypeDef.js";
+const COMPOUND_PARENT_TYPES = new Set(["address", "location"]);
+function optional(type) {
+    return type.kind === "optional"
+        ? type
+        : { kind: "optional", value: { type } };
+}
+function writableFieldParameter(field, operation) {
+    let type = convertSalesforceFieldType(field);
+    if (operation === "update" ||
+        (operation === "create" && field.defaultedOnCreate)) {
+        type = optional(type);
+    }
+    return {
+        name: field.name,
+        displayName: field.label || field.name,
+        description: field.inlineHelpText ?? undefined,
+        type,
+    };
+}
+function action(describe, operation, parameters) {
+    const verb = operation === "create"
+        ? "Create"
+        : operation === "update"
+            ? "Update"
+            : "Delete";
+    const values = parameters
+        .filter((parameter) => parameter.name !== "recordId")
+        .map((parameter) => ({
+        property: [parameter.name],
+        value: {
+            kind: "inputReference",
+            value: { name: parameter.name },
+        },
+    }));
+    const logic = operation === "create"
+        ? [
+            {
+                kind: "createObject",
+                value: {
+                    objectType: describe.name,
+                    values,
+                },
+            },
+        ]
+        : operation === "update"
+            ? [
+                {
+                    kind: "updateObject",
+                    value: {
+                        object: {
+                            name: "recordId",
+                        },
+                        values,
+                    },
+                },
+            ]
+            : [
+                {
+                    kind: "deleteObject",
+                    value: {
+                        object: {
+                            name: "recordId",
+                        },
+                    },
+                },
+            ];
+    return {
+        id: salesforceCrudActionTypeId(operation, describe.name),
+        meta: salesforceActionMeta({
+            kind: "crud",
+            objectType: describe.name,
+            operation,
+        }),
+        name: salesforceCrudActionTypeName(operation, describe.name),
+        displayName: `${verb} ${describe.label}`,
+        parameters,
+        logic,
+    };
+}
+function isWritableField(field, operation) {
+    if (COMPOUND_PARENT_TYPES.has(field.type))
+        return false;
+    if (field.calculated || field.autoNumber)
+        return false;
+    return operation === "create"
+        ? field.createable
+        : field.updateable;
+}
+export function synthesizeSalesforceCrudActionTypes(describe) {
+    const actions = [];
+    if (describe.createable) {
+        actions.push(action(describe, "create", describe.fields
+            .filter((field) => isWritableField(field, "create"))
+            .map((field) => writableFieldParameter(field, "create"))));
+    }
+    if (describe.updateable) {
+        actions.push(action(describe, "update", [
+            {
+                name: "recordId",
+                displayName: `${describe.label} ID`,
+                type: {
+                    kind: "objectReference",
+                    value: { objectType: describe.name },
+                },
+            },
+            ...describe.fields
+                .filter((field) => isWritableField(field, "update"))
+                .map((field) => writableFieldParameter(field, "update")),
+        ]));
+    }
+    if (describe.deletable) {
+        actions.push(action(describe, "delete", [
+            {
+                name: "recordId",
+                displayName: `${describe.label} ID`,
+                type: {
+                    kind: "objectReference",
+                    value: { objectType: describe.name },
+                },
+            },
+        ]));
+    }
+    return actions;
+}
+//# sourceMappingURL=synthesizeCrudActionTypes.js.map

package/lib/meta/synthesizeCrudActionTypes.js.map

@@ -0,0 +1 @@
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package/lib/meta/synthesizeCrudActionTypes.test.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=synthesizeCrudActionTypes.test.d.ts.map

package/lib/meta/synthesizeCrudActionTypes.test.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"synthesizeCrudActionTypes.test.d.ts","sourceRoot":"","sources":["../../src/meta/synthesizeCrudActionTypes.test.ts"],"names":[],"mappings":""}

package/lib/meta/synthesizeCrudActionTypes.test.js

@@ -0,0 +1,153 @@
+import { describe, expect, it } from "vitest";
+import { synthesizeSalesforceCrudActionTypes } from "./synthesizeCrudActionTypes.js";
+describe("synthesizeSalesforceCrudActionTypes", () => {
+    it("derives supported CRUD actions and writable fields from describe", () => {
+        const actions = synthesizeSalesforceCrudActionTypes({
+            name: "Task",
+            label: "Task",
+            createable: true,
+            updateable: true,
+            deletable: true,
+            fields: [
+                {
+                    name: "Id",
+                    label: "Task ID",
+                    type: "id",
+                    nillable: false,
+                    createable: false,
+                    updateable: false,
+                },
+                {
+                    name: "Subject",
+                    label: "Subject",
+                    type: "string",
+                    nillable: false,
+                    createable: true,
+                    updateable: true,
+                },
+                {
+                    name: "Status",
+                    label: "Status",
+                    type: "picklist",
+                    nillable: false,
+                    createable: true,
+                    updateable: true,
+                    defaultedOnCreate: true,
+                    picklistValues: [],
+                },
+                {
+                    name: "CreatedDate",
+                    label: "Created Date",
+                    type: "datetime",
+                    nillable: false,
+                    createable: false,
+                    updateable: false,
+                    calculated: true,
+                },
+            ],
+        });
+        expect(actions.map((action) => action.name)).toEqual([
+            "createTask",
+            "updateTask",
+            "deleteTask",
+        ]);
+        expect(actions[0]).toMatchObject({
+            id: "salesforce:crud:create:Task",
+            meta: {
+                salesforce: {
+                    kind: "crud",
+                    objectType: "Task",
+                    operation: "create",
+                },
+            },
+            parameters: [
+                { name: "Subject" },
+                {
+                    name: "Status",
+                    type: { kind: "optional" },
+                },
+            ],
+            logic: [
+                {
+                    kind: "createObject",
+                    value: {
+                        objectType: "Task",
+                        values: [
+                            {
+                                property: ["Subject"],
+                                value: {
+                                    kind: "inputReference",
+                                    value: {
+                                        name: "Subject",
+                                    },
+                                },
+                            },
+                            {
+                                property: ["Status"],
+                                value: {
+                                    kind: "inputReference",
+                                    value: {
+                                        name: "Status",
+                                    },
+                                },
+                            },
+                        ],
+                    },
+                },
+            ],
+        });
+        expect(actions[1]).toMatchObject({
+            id: "salesforce:crud:update:Task",
+            meta: {
+                salesforce: {
+                    kind: "crud",
+                    objectType: "Task",
+                    operation: "update",
+                },
+            },
+            parameters: [
+                { name: "recordId" },
+                {
+                    name: "Subject",
+                    type: { kind: "optional" },
+                },
+                {
+                    name: "Status",
+                    type: { kind: "optional" },
+                },
+            ],
+            logic: [
+                {
+                    kind: "updateObject",
+                    value: {
+                        object: {
+                            name: "recordId",
+                        },
+                    },
+                },
+            ],
+        });
+        expect(actions[2]).toMatchObject({
+            id: "salesforce:crud:delete:Task",
+            meta: {
+                salesforce: {
+                    kind: "crud",
+                    objectType: "Task",
+                    operation: "delete",
+                },
+            },
+            parameters: [{ name: "recordId" }],
+            logic: [
+                {
+                    kind: "deleteObject",
+                    value: {
+                        object: {
+                            name: "recordId",
+                        },
+                    },
+                },
+            ],
+        });
+    });
+});
+//# sourceMappingURL=synthesizeCrudActionTypes.test.js.map

package/lib/meta/synthesizeCrudActionTypes.test.js.map

@@ -0,0 +1 @@
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package/lib/standardActions.d.ts

@@ -0,0 +1,3 @@
+export type SalesforceStandardActionKind = "action" | "queryFunction";
+export declare function classifySalesforceStandardAction(name: string): SalesforceStandardActionKind;
+//# sourceMappingURL=standardActions.d.ts.map

package/lib/standardActions.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"standardActions.d.ts","sourceRoot":"","sources":["../src/standardActions.ts"],"names":[],"mappings":"AAAA,MAAM,MAAM,4BAA4B,GAClC,QAAQ,GACR,eAAe,CAAC;AAqBtB,wBAAgB,gCAAgC,CAC5C,IAAI,EAAE,MAAM,GACb,4BAA4B,CAI9B"}

package/lib/standardActions.js

@@ -0,0 +1,24 @@
+/**
+ * Standard actions have Salesforce-owned, versioned semantics. Keep this list
+ * conservative: unknown operations are treated as mutating actions.
+ */
+const QUERY_FUNCTIONS = new Set([
+    "cdpGetDataGraphByLookup",
+    "cdpGetDataGraphMetadata",
+    "exploreConversation",
+    "getArticleSmartLinkUrl",
+    "getAvailableMeetingTimes",
+    "getConversationIntelligence",
+    "getConversationTranscript",
+    "getDataCategoryDetails",
+    "getDataCategoryGroups",
+    "previewCartToExchangeOrder",
+    "searchKnowledgeArticles",
+    "summarizeRecord",
+]);
+export function classifySalesforceStandardAction(name) {
+    return QUERY_FUNCTIONS.has(name)
+        ? "queryFunction"
+        : "action";
+}
+//# sourceMappingURL=standardActions.js.map

package/lib/standardActions.js.map

@@ -0,0 +1 @@
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package/lib/utils/ids.d.ts

@@ -7,4 +7,8 @@ export declare function salesforceObjectTypeId(sObjectName: string): string;
 export declare function salesforcePropertyId(sObjectName: string, fieldName: string): string;
 export declare function salesforceLinkTypeId(sObjectName: string, fieldName: string): string;
 export declare function salesforceFlowActionTypeId(flowApiName: string): string;
+export declare function salesforceStandardActionTypeId(actionApiName: string): string;
+export type SalesforceCrudOperation = "create" | "update" | "delete";
+export declare function salesforceCrudActionTypeId(operation: SalesforceCrudOperation, sObjectName: string): string;
+export declare function salesforceCrudActionTypeName(operation: SalesforceCrudOperation, sObjectName: string): string;
 //# sourceMappingURL=ids.d.ts.map

package/lib/utils/ids.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"ids.d.ts","sourceRoot":"","sources":["../../src/utils/ids.ts"],"names":[],"mappings":"AAAA;;;GAGG;AACH,wBAAgB,wBAAwB,CAAC,qBAAqB,EAAE,MAAM,GAAG,MAAM,CAE9E;AAED,wBAAgB,sBAAsB,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,CAElE;AAED,wBAAgB,oBAAoB,CAAC,WAAW,EAAE,MAAM,EAAE,SAAS,EAAE,MAAM,GAAG,MAAM,CAEnF;AAED,wBAAgB,oBAAoB,CAAC,WAAW,EAAE,MAAM,EAAE,SAAS,EAAE,MAAM,GAAG,MAAM,CAEnF;AAED,wBAAgB,0BAA0B,CAAC,WAAW,EAAE,MAAM,GAAG,MAAM,CAEtE;AAED,wBAAgB,8BAA8B,CAC1C,aAAa,EAAE,MAAM,GACtB,MAAM,CAER;AAED,MAAM,MAAM,uBAAuB,GAAG,QAAQ,GAAG,QAAQ,GAAG,QAAQ,CAAC;AAErE,wBAAgB,0BAA0B,CACtC,SAAS,EAAE,uBAAuB,EAClC,WAAW,EAAE,MAAM,GACpB,MAAM,CAER;AAED,wBAAgB,4BAA4B,CACxC,SAAS,EAAE,uBAAuB,EAClC,WAAW,EAAE,MAAM,GACpB,MAAM,CAER"}

package/lib/utils/ids.js

@@ -17,4 +17,13 @@ export function salesforceLinkTypeId(sObjectName, fieldName) {
 export function salesforceFlowActionTypeId(flowApiName) {
     return `salesforce:flow:${flowApiName}`;
 }
+export function salesforceStandardActionTypeId(actionApiName) {
+    return `salesforce:standard:${actionApiName}`;
+}
+export function salesforceCrudActionTypeId(operation, sObjectName) {
+    return `salesforce:crud:${operation}:${sObjectName}`;
+}
+export function salesforceCrudActionTypeName(operation, sObjectName) {
+    return `${operation}${sObjectName}`;
+}
 //# sourceMappingURL=ids.js.map

package/lib/utils/ids.js.map

@@ -1 +1 @@
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+{"version":3,"file":"ids.js","sourceRoot":"","sources":["../../src/utils/ids.ts"],"names":[],"mappings":"AAAA;;;GAGG;AACH,MAAM,UAAU,wBAAwB,CAAC,qBAA6B;IAClE,OAAO,qBAAqB,CAAC;AACjC,CAAC;AAED,MAAM,UAAU,sBAAsB,CAAC,WAAmB;IACtD,OAAO,sBAAsB,WAAW,EAAE,CAAC;AAC/C,CAAC;AAED,MAAM,UAAU,oBAAoB,CAAC,WAAmB,EAAE,SAAiB;IACvE,OAAO,oBAAoB,WAAW,IAAI,SAAS,EAAE,CAAC;AAC1D,CAAC;AAED,MAAM,UAAU,oBAAoB,CAAC,WAAmB,EAAE,SAAiB;IACvE,OAAO,mBAAmB,WAAW,IAAI,SAAS,EAAE,CAAC;AACzD,CAAC;AAED,MAAM,UAAU,0BAA0B,CAAC,WAAmB;IAC1D,OAAO,mBAAmB,WAAW,EAAE,CAAC;AAC5C,CAAC;AAED,MAAM,UAAU,8BAA8B,CAC1C,aAAqB;IAErB,OAAO,uBAAuB,aAAa,EAAE,CAAC;AAClD,CAAC;AAID,MAAM,UAAU,0BAA0B,CACtC,SAAkC,EAClC,WAAmB;IAEnB,OAAO,mBAAmB,SAAS,IAAI,WAAW,EAAE,CAAC;AACzD,CAAC;AAED,MAAM,UAAU,4BAA4B,CACxC,SAAkC,EAClC,WAAmB;IAEnB,OAAO,GAAG,SAAS,GAAG,WAAW,EAAE,CAAC;AACxC,CAAC"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@party-stack/salesforce-ontology",
-  "version": "0.1.7",
+  "version": "0.1.9",
   "type": "module",
   "exports": {
     ".": {
@@ -26,26 +26,26 @@
   "dependencies": {
     "@bobbyfidz/panic": "^0.1.0",
     "temporal-polyfill": "^0.3.0",
-    "@party-stack/connections": "^0.2.2",
+    "@party-stack/connections": "^0.2.4",
     "@party-stack/errors": "^0.2.0",
-    "@party-stack/oauth": "^0.2.2",
-    "@party-stack/ontology": "0.16.2",
-    "@party-stack/runtime": "^0.3.2",
-    "@party-stack/salesforce-client": "0.1.0"
+    "@party-stack/oauth": "^0.2.4",
+    "@party-stack/ontology": "0.16.4",
+    "@party-stack/runtime": "^0.3.4",
+    "@party-stack/salesforce-client": "0.1.1"
   },
   "devDependencies": {
     "@bobbyfidz/universal-build-config": "^0.1.1",
-    "@tanstack/db": "^0.8.6",
+    "@tanstack/db": "^0.9.2",
     "@tanstack/query-core": "^5.102.8",
-    "@tanstack/query-db-collection": "^1.2.11",
+    "@tanstack/query-db-collection": "^1.2.15",
     "eslint": "^9.25.0",
     "typescript": "~5.8.3",
     "vitest": "^3.1.1"
   },
   "peerDependencies": {
-    "@tanstack/db": "^0.8.6",
+    "@tanstack/db": "^0.9.2",
     "@tanstack/query-core": "^5.102.8",
-    "@tanstack/query-db-collection": "^1.2.11"
+    "@tanstack/query-db-collection": "^1.2.15"
   },
   "scripts": {
     "build": "tsc",