@proteos/sdk 0.75.0 → 0.77.0

package/dist/{types-Dp-AB2QZ.d.ts → types-Bn5y5wHZ.d.ts}

@@ -3809,11 +3809,40 @@ interface SortConfig {
  * persisted before `kind` existed).
  */
 type PageActionKind = 'action' | 'workflow' | 'agent' | 'intent' | 'link';
-/** What a `kind: intent` button prepares — the command palette's intent names. */
-type PageActionIntent = 'create_record' | 'update_record';
+/** What a `kind: intent` button has the model prepare — a record proposal
+ *  (`*_record`) or an action's / workflow's inputs (`invoke_*`). */
+type PageActionIntent = 'create_record' | 'update_record' | 'upsert_record' | 'invoke_action' | 'invoke_workflow';
+/** Most candidates an `upsert_record` button hands the model. */
+declare const PAGE_ACTION_MATCH_MAX_LIMIT = 25;
+/**
+ * The list query an `upsert_record` button finds its candidate records with —
+ * a page of `entity` records, fetched when the button is pressed. `filter`
+ * has the list endpoint's `_filter` shape; every element's `value` is a
+ * Liquid template, and a value that renders empty yields NO candidates (never
+ * a wider query). `sort` is `field:asc|desc`; `limit` defaults to 10.
+ */
+interface PageActionMatch {
+    filter?: FilterGroup;
+    sort?: string;
+    limit?: number;
+}
+declare const PageActionMatchSchema: z.ZodObject<{
+    filter: z.ZodOptional<z.ZodType<FilterGroup, z.ZodTypeDef, FilterGroup>>;
+    sort: z.ZodOptional<z.ZodString>;
+    limit: z.ZodOptional<z.ZodNumber>;
+}, "strip", z.ZodTypeAny, {
+    sort?: string | undefined;
+    filter?: FilterGroup | undefined;
+    limit?: number | undefined;
+}, {
+    sort?: string | undefined;
+    filter?: FilterGroup | undefined;
+    limit?: number | undefined;
+}>;
 /**
  * One action button — a page's or a list's toolbar button, or a conversation
- * type's next step (a live call's quick action, the wrap-up's "Next steps").
+ * type's action (the strip in the call or meeting surface's footer, during
+ * and after the conversation).
  * Which target it invokes follows from `kind`:
  *
  * - `action`   → `action` (slug) + `params`
@@ -3821,10 +3850,18 @@ type PageActionIntent = 'create_record' | 'update_record';
  * - `agent`    → `agent` (key) + `prompt` + `context`: opens an Ava chat with
  *   that agent; `prompt` becomes the visible first message (the label when
  *   empty), `context` is handed to the model alongside it and never shown.
- * - `intent`   → `intent` + `entity` (+ `record`) + `prompt` + `context`:
+ * - `intent`   → `intent` + `entity` (+ `record` | `match`) + `prompt` + `context`:
  *   prepares a record proposal (one model call), shows it as an editable
  *   review and saves only what the person confirms. `update_record` targets
  *   `record` when set, else the surface's linked record of `entity`.
+ *   `upsert_record` hands the model the records `match` finds and lets it
+ *   change one of them or prepare a new record — `prompt` says how to choose.
+ *   `field_scope` (any intent) lists the attributes the proposal may fill,
+ *   replacing the app's bound create / edit page.
+ *   `invoke_action` / `invoke_workflow` open the invoke dialog of `action` /
+ *   `workflow` with the model's values in the fields `params` / `inputs`
+ *   (Liquid, locked) left open — always reviewed, never run unseen; on a
+ *   call surface it opens as a workspace tab instead of a modal.
  * - `link`     → `url`: opens the rendered address in a new browser tab
  *   (http, https, mailto and tel only). Renders synchronously on the press,
  *   so `| summarize` renders '' there.
@@ -3853,6 +3890,12 @@ interface PageAction {
     intent?: PageActionIntent;
     entity?: string;
     record?: string;
+    /** `upsert_record` only: how the candidate records are found. */
+    match?: PageActionMatch;
+    /** Intent only: the attribute names the proposal may fill (plain names).
+     *  Replaces the app's bound create / edit page as the scope; required
+     *  attributes without a default are always added. */
+    field_scope?: string[];
     url?: string;
     params?: Record<string, string>;
     inputs?: Record<string, string>;
@@ -3870,9 +3913,23 @@ declare const PageActionSchema: z.ZodObject<{
     action: z.ZodOptional<z.ZodString>;
     workflow: z.ZodOptional<z.ZodString>;
     agent: z.ZodOptional<z.ZodString>;
-    intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record"]>>;
+    intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record", "upsert_record", "invoke_action", "invoke_workflow"]>>;
     entity: z.ZodOptional<z.ZodString>;
     record: z.ZodOptional<z.ZodString>;
+    match: z.ZodOptional<z.ZodObject<{
+        filter: z.ZodOptional<z.ZodType<FilterGroup, z.ZodTypeDef, FilterGroup>>;
+        sort: z.ZodOptional<z.ZodString>;
+        limit: z.ZodOptional<z.ZodNumber>;
+    }, "strip", z.ZodTypeAny, {
+        sort?: string | undefined;
+        filter?: FilterGroup | undefined;
+        limit?: number | undefined;
+    }, {
+        sort?: string | undefined;
+        filter?: FilterGroup | undefined;
+        limit?: number | undefined;
+    }>>;
+    field_scope: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
     url: z.ZodOptional<z.ZodString>;
     params: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
     inputs: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
@@ -3893,9 +3950,15 @@ declare const PageActionSchema: z.ZodObject<{
     skip_confirmation?: boolean | undefined;
     kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
     action?: string | undefined;
-    intent?: "create_record" | "update_record" | undefined;
+    intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
     entity?: string | undefined;
     record?: string | undefined;
+    match?: {
+        sort?: string | undefined;
+        filter?: FilterGroup | undefined;
+        limit?: number | undefined;
+    } | undefined;
+    field_scope?: string[] | undefined;
     url?: string | undefined;
     prompt?: string | undefined;
     context?: string | undefined;
@@ -3911,9 +3974,15 @@ declare const PageActionSchema: z.ZodObject<{
     skip_confirmation?: boolean | undefined;
     kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
     action?: string | undefined;
-    intent?: "create_record" | "update_record" | undefined;
+    intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
     entity?: string | undefined;
     record?: string | undefined;
+    match?: {
+        sort?: string | undefined;
+        filter?: FilterGroup | undefined;
+        limit?: number | undefined;
+    } | undefined;
+    field_scope?: string[] | undefined;
     url?: string | undefined;
     prompt?: string | undefined;
     context?: string | undefined;
@@ -4028,9 +4097,23 @@ declare const ListSchema: z.ZodObject<{
         action: z.ZodOptional<z.ZodString>;
         workflow: z.ZodOptional<z.ZodString>;
         agent: z.ZodOptional<z.ZodString>;
-        intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record"]>>;
+        intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record", "upsert_record", "invoke_action", "invoke_workflow"]>>;
         entity: z.ZodOptional<z.ZodString>;
         record: z.ZodOptional<z.ZodString>;
+        match: z.ZodOptional<z.ZodObject<{
+            filter: z.ZodOptional<z.ZodType<FilterGroup, z.ZodTypeDef, FilterGroup>>;
+            sort: z.ZodOptional<z.ZodString>;
+            limit: z.ZodOptional<z.ZodNumber>;
+        }, "strip", z.ZodTypeAny, {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        }, {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        }>>;
+        field_scope: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
         url: z.ZodOptional<z.ZodString>;
         params: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
         inputs: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
@@ -4051,9 +4134,15 @@ declare const ListSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -4069,9 +4158,15 @@ declare const ListSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -4126,9 +4221,15 @@ declare const ListSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -4172,9 +4273,15 @@ declare const ListSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -4479,9 +4586,23 @@ declare const PageSchema: z.ZodObject<{
         action: z.ZodOptional<z.ZodString>;
         workflow: z.ZodOptional<z.ZodString>;
         agent: z.ZodOptional<z.ZodString>;
-        intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record"]>>;
+        intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record", "upsert_record", "invoke_action", "invoke_workflow"]>>;
         entity: z.ZodOptional<z.ZodString>;
         record: z.ZodOptional<z.ZodString>;
+        match: z.ZodOptional<z.ZodObject<{
+            filter: z.ZodOptional<z.ZodType<FilterGroup, z.ZodTypeDef, FilterGroup>>;
+            sort: z.ZodOptional<z.ZodString>;
+            limit: z.ZodOptional<z.ZodNumber>;
+        }, "strip", z.ZodTypeAny, {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        }, {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        }>>;
+        field_scope: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
         url: z.ZodOptional<z.ZodString>;
         params: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
         inputs: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
@@ -4502,9 +4623,15 @@ declare const PageSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -4520,9 +4647,15 @@ declare const PageSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -4620,9 +4753,15 @@ declare const PageSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -4673,9 +4812,15 @@ declare const PageSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -5661,9 +5806,23 @@ declare const ListExtensionSchema: z.ZodObject<{
         action: z.ZodOptional<z.ZodString>;
         workflow: z.ZodOptional<z.ZodString>;
         agent: z.ZodOptional<z.ZodString>;
-        intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record"]>>;
+        intent: z.ZodOptional<z.ZodEnum<["create_record", "update_record", "upsert_record", "invoke_action", "invoke_workflow"]>>;
         entity: z.ZodOptional<z.ZodString>;
         record: z.ZodOptional<z.ZodString>;
+        match: z.ZodOptional<z.ZodObject<{
+            filter: z.ZodOptional<z.ZodType<FilterGroup, z.ZodTypeDef, FilterGroup>>;
+            sort: z.ZodOptional<z.ZodString>;
+            limit: z.ZodOptional<z.ZodNumber>;
+        }, "strip", z.ZodTypeAny, {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        }, {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        }>>;
+        field_scope: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
         url: z.ZodOptional<z.ZodString>;
         params: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
         inputs: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
@@ -5684,9 +5843,15 @@ declare const ListExtensionSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -5702,9 +5867,15 @@ declare const ListExtensionSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -5747,9 +5918,15 @@ declare const ListExtensionSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -5793,9 +5970,15 @@ declare const ListExtensionSchema: z.ZodObject<{
         skip_confirmation?: boolean | undefined;
         kind?: "agent" | "workflow" | "action" | "intent" | "link" | undefined;
         action?: string | undefined;
-        intent?: "create_record" | "update_record" | undefined;
+        intent?: "create_record" | "update_record" | "upsert_record" | "invoke_action" | "invoke_workflow" | undefined;
         entity?: string | undefined;
         record?: string | undefined;
+        match?: {
+            sort?: string | undefined;
+            filter?: FilterGroup | undefined;
+            limit?: number | undefined;
+        } | undefined;
+        field_scope?: string[] | undefined;
         url?: string | undefined;
         prompt?: string | undefined;
         context?: string | undefined;
@@ -6378,4 +6561,4 @@ declare function isCurrentUserDefault(value: unknown): value is CurrentUserDefau
 /** Only the identity-valued attribute types can carry the sentinel. */
 declare function acceptsCurrentUserDefault(type: AttributeType): boolean;
 
-export { type CreateVariableRequest as $, type AuditFields as A, type Component as B, CURRENT_USER as C, ComponentSchema as D, type ComponentService as E, type FileRef as F, type ContactAddressAttributeKind as G, type ContactAddressAttributeMeta as H, ContactAddressAttributeMetaSchema as I, type ContactBindingDuplicatePolicy as J, type CreateAppConfigurationRequest as K, type ListOptions as L, type CreateAppRequest as M, type CreateComponentRequest as N, type CreateDesignReferenceRequest as O, PageIterator as P, type CreateEntityExtensionRequest as Q, type ResponseMeta as R, type CreateEntityRequest as S, type CreateListExtensionRequest as T, type UserRef as U, type CreateListRequest as V, type CreateListViewRequest as W, type CreateMenuConfigurationExtensionRequest as X, type CreateMenuConfigurationRequest as Y, type CreatePageExtensionRequest as Z, type CreatePageRequest as _, type Attribute as a, type MenuConfiguration as a$, type CurrencyAttributeMeta as a0, CurrencyAttributeMetaSchema as a1, type CurrencySymbolSide as a2, type CurrencyValue as a3, type CurrentUserDefault as a4, DEFAULT_OPTIONS as a5, DEFAULT_PAGE_SIZE as a6, DONE as a7, type DeployModuleRequest as a8, type DesignReference as a9, type ListAppsOptions as aA, type ListComponentsOptions as aB, type ListDesignReferencesOptions as aC, type ListEntitiesOptions as aD, type ListEntityExtensionsOptions as aE, type ListExtension as aF, type ListExtensionColumnPlacement as aG, ListExtensionColumnPlacementSchema as aH, ListExtensionSchema as aI, type ListExtensionService as aJ, type ListFn as aK, type ListListExtensionsOptions as aL, type ListListViewsOptions as aM, type ListListsOptions as aN, type ListMenuConfigurationExtensionsOptions as aO, type ListMenuConfigurationsOptions as aP, type ListModulesOptions as aQ, type ListPageExtensionsOptions as aR, type ListPagesOptions as aS, ListSchema as aT, type ListService as aU, type ListVariablesOptions as aV, type ListView as aW, ListViewSchema as aX, type ListViewService as aY, type LogicalOperator as aZ, MENU_CONFIGURATION_EXTENSION_ANCHOR_ITEMS as a_, type DesignReferenceContent as aa, DesignReferenceSchema as ab, type DesignReferenceService as ac, type Done as ad, type Entity as ae, type EntityContactBinding as af, EntityContactBindingSchema as ag, type EntityExtension as ah, EntityExtensionSchema as ai, type EntityExtensionService as aj, EntitySchema as ak, type EntityService as al, type EntityWithSchema as am, EntityWithSchemaSchema as an, type EnumAttributeMeta as ao, type EnumValue as ap, type ExtensionPosition as aq, ExtensionPositionSchema as ar, type FileAttributeMeta as as, FileRefSchema as at, type FilterElement as au, FilterElementSchema as av, type FilterGroup as aw, FilterGroupSchema as ax, type List as ay, type ListAppConfigurationsOptions as az, type ListResult as b, type UpdateListRequest as b$, type MenuConfigurationExtension as b0, type MenuConfigurationExtensionPlacement as b1, MenuConfigurationExtensionPlacementSchema as b2, type MenuConfigurationExtensionPosition as b3, MenuConfigurationExtensionPositionSchema as b4, MenuConfigurationExtensionSchema as b5, type MenuConfigurationExtensionService as b6, MenuConfigurationSchema as b7, type MenuConfigurationService as b8, type MenuItem as b9, PageSchema as bA, type PageService as bB, type PageType as bC, type PublicPageComponent as bD, type PublicPageResponse as bE, type RecordPageBinding as bF, RecordPageBindingSchema as bG, type RelationAttributeMeta as bH, RelationAttributeMetaSchema as bI, type RequestOptions as bJ, type ResolvedClientOptions as bK, ResponseMetaSchema as bL, type SortConfig as bM, SortConfigSchema as bN, type SortDirection as bO, type Timestamps as bP, type TokenProvider as bQ, type TriggerPageBinding as bR, TriggerPageBindingSchema as bS, type TriggerPhase as bT, type UpdateAppConfigurationRequest as bU, type UpdateAppRequest as bV, type UpdateComponentRequest as bW, type UpdateDesignReferenceRequest as bX, type UpdateEntityExtensionRequest as bY, type UpdateEntityRequest as bZ, type UpdateListExtensionRequest as b_, MenuItemSchema as ba, MenuItemType as bb, MetaClient as bc, type MetaListOptions as bd, type Module as be, ModuleSchema as bf, type ModuleService as bg, type ModuleStatus as bh, type OnDeleteAction as bi, OnDeleteActionSchema as bj, PAGE_EXTENSION_ANCHOR_MAIN as bk, PAGE_EXTENSION_ANCHOR_SIDE_PANEL as bl, PLATFORM_ATTRIBUTE_NAMES as bm, PLATFORM_USER_ID as bn, type Page as bo, type PageActionIntent as bp, type PageActionKind as bq, PageActionSchema as br, type PageExtension as bs, type PageExtensionPlacement as bt, PageExtensionPlacementSchema as bu, PageExtensionSchema as bv, type PageExtensionService as bw, type PageLayout as bx, PageLayoutSchema as by, type PageMode as bz, ProteosClient as c, type NumberAttributeMeta as c$, type UpdateListViewRequest as c0, type UpdateMenuConfigurationExtensionRequest as c1, type UpdateMenuConfigurationRequest as c2, type UpdatePageExtensionRequest as c3, type UpdatePageRequest as c4, type UpdateVariableRequest as c5, UserRefSchema as c6, type UserType as c7, type Variable as c8, VariableSchema as c9, CALENDAR_MAX_OVERLAY_USERS as cA, CALENDAR_VIEW_KINDS as cB, type CalendarElement as cC, type CalendarViewKind as cD, type CardElement as cE, type ColumnElement as cF, type CommonProps as cG, type ComponentElement as cH, type ControlBucket as cI, type DatetimeAttributeMeta as cJ, type DatetimeFormat as cK, type DividerElement as cL, type FieldElement as cM, FileAttributeMetaSchema as cN, type LayoutAlign as cO, type LayoutElement as cP, LayoutElementSchema as cQ, LayoutElementType as cR, type LayoutGap as cS, type LayoutJustify as cT, type LayoutStep as cU, LayoutStepSchema as cV, type LayoutTab as cW, LayoutTabSchema as cX, type LengthValue as cY, LengthValueSchema as cZ, type ListElement as c_, type VariableService as ca, acceptsCurrentUserDefault as cb, allCurrencyCodes as cc, bundleVersionOf as cd, createIterator as ce, createListResultSchema as cf, currencyLabel as cg, currencySymbol as ch, currencySymbolSide as ci, formatAmount as cj, formatMoney as ck, isCurrentUser as cl, isCurrentUserDefault as cm, isPlatformAttributeName as cn, localeNumberSeparators as co, parseAmount as cp, parseContactAddressMeta as cq, parseCurrencyMeta as cr, parseFileMeta as cs, parseRelationMeta as ct, platformAttributes as cu, resolveOptions as cv, type AttributeForLookup as cw, type AttributeMeta as cx, BUILT_IN_CONTROLS as cy, type BuiltInControlSlug as cz, type PrincipalRef as d, type ObjectAttributeMeta as d0, PAGE_BACKGROUND_COLOR_RE as d1, PAGE_BACKGROUND_TOKENS as d2, PAGE_HEADERS as d3, type PageBackgroundToken as d4, type PageHeader as d5, type PageLayoutSidePanel as d6, PageLayoutSidePanelSchema as d7, type PageStyle as d8, PageStyleSchema as d9, isLengthValue as dA, isPageBackground as dB, isReservedAttributeName as dC, isStyleSizeValue as dD, isTitleQueryable as dE, lookupCompatibleControls as dF, lookupControls as dG, lookupPrimaryControl as dH, parsePrincipalMeta as dI, parseUserMeta as dJ, titleTemplateVariables as dK, type PrincipalAttributeMeta as da, type PrincipalType as db, RECORD_TITLE_FIELD as dc, type RecordFilterElement as dd, type RelatedListElement as de, type RelatedRecordElement as df, type ResponsiveSizing as dg, type RowElement as dh, type SchedulingPickerElement as di, type SectionElement as dj, type SizeValue as dk, SizeValueSchema as dl, type SizingProps as dm, type StepperElement as dn, type StringAttributeMeta as dp, type StringFormat as dq, type StyleSizeValue as dr, StyleSizeValueSchema as ds, type TabsElement as dt, type TextElement as du, type TextVariant as dv, type UserAttributeMeta as dw, UserAttributeMetaSchema as dx, type WorkflowTriggerElement as dy, isBuiltInControl as dz, type PageAction as e, type PublicAccessOperation as f, type App as g, type AppConfiguration as h, AppConfigurationSchema as i, type AppConfigurationService as j, type AppHome as k, AppHomeSchema as l, type AppHomeType as m, AppSchema as n, type AppService as o, type ArrayAttributeMeta as p, type AttributeAccessRule as q, type AttributeRestrictions as r, AttributeSchema as s, type AttributeType as t, AuditFieldsSchema as u, CURRENT_USER_DEFAULT as v, type ClientOptions as w, type Column as x, ColumnSchema as y, type ComparisonOperator as z };
+export { type CreateVariableRequest as $, type AuditFields as A, type Component as B, CURRENT_USER as C, ComponentSchema as D, type ComponentService as E, type FileRef as F, type ContactAddressAttributeKind as G, type ContactAddressAttributeMeta as H, ContactAddressAttributeMetaSchema as I, type ContactBindingDuplicatePolicy as J, type CreateAppConfigurationRequest as K, type ListOptions as L, type CreateAppRequest as M, type CreateComponentRequest as N, type CreateDesignReferenceRequest as O, PageIterator as P, type CreateEntityExtensionRequest as Q, type ResponseMeta as R, type CreateEntityRequest as S, type CreateListExtensionRequest as T, type UserRef as U, type CreateListRequest as V, type CreateListViewRequest as W, type CreateMenuConfigurationExtensionRequest as X, type CreateMenuConfigurationRequest as Y, type CreatePageExtensionRequest as Z, type CreatePageRequest as _, type Attribute as a, type MenuConfiguration as a$, type CurrencyAttributeMeta as a0, CurrencyAttributeMetaSchema as a1, type CurrencySymbolSide as a2, type CurrencyValue as a3, type CurrentUserDefault as a4, DEFAULT_OPTIONS as a5, DEFAULT_PAGE_SIZE as a6, DONE as a7, type DeployModuleRequest as a8, type DesignReference as a9, type ListAppsOptions as aA, type ListComponentsOptions as aB, type ListDesignReferencesOptions as aC, type ListEntitiesOptions as aD, type ListEntityExtensionsOptions as aE, type ListExtension as aF, type ListExtensionColumnPlacement as aG, ListExtensionColumnPlacementSchema as aH, ListExtensionSchema as aI, type ListExtensionService as aJ, type ListFn as aK, type ListListExtensionsOptions as aL, type ListListViewsOptions as aM, type ListListsOptions as aN, type ListMenuConfigurationExtensionsOptions as aO, type ListMenuConfigurationsOptions as aP, type ListModulesOptions as aQ, type ListPageExtensionsOptions as aR, type ListPagesOptions as aS, ListSchema as aT, type ListService as aU, type ListVariablesOptions as aV, type ListView as aW, ListViewSchema as aX, type ListViewService as aY, type LogicalOperator as aZ, MENU_CONFIGURATION_EXTENSION_ANCHOR_ITEMS as a_, type DesignReferenceContent as aa, DesignReferenceSchema as ab, type DesignReferenceService as ac, type Done as ad, type Entity as ae, type EntityContactBinding as af, EntityContactBindingSchema as ag, type EntityExtension as ah, EntityExtensionSchema as ai, type EntityExtensionService as aj, EntitySchema as ak, type EntityService as al, type EntityWithSchema as am, EntityWithSchemaSchema as an, type EnumAttributeMeta as ao, type EnumValue as ap, type ExtensionPosition as aq, ExtensionPositionSchema as ar, type FileAttributeMeta as as, FileRefSchema as at, type FilterElement as au, FilterElementSchema as av, type FilterGroup as aw, FilterGroupSchema as ax, type List as ay, type ListAppConfigurationsOptions as az, type ListResult as b, type UpdateEntityExtensionRequest as b$, type MenuConfigurationExtension as b0, type MenuConfigurationExtensionPlacement as b1, MenuConfigurationExtensionPlacementSchema as b2, type MenuConfigurationExtensionPosition as b3, MenuConfigurationExtensionPositionSchema as b4, MenuConfigurationExtensionSchema as b5, type MenuConfigurationExtensionService as b6, MenuConfigurationSchema as b7, type MenuConfigurationService as b8, type MenuItem as b9, type PageLayout as bA, PageLayoutSchema as bB, type PageMode as bC, PageSchema as bD, type PageService as bE, type PageType as bF, type PublicPageComponent as bG, type PublicPageResponse as bH, type RecordPageBinding as bI, RecordPageBindingSchema as bJ, type RelationAttributeMeta as bK, RelationAttributeMetaSchema as bL, type RequestOptions as bM, type ResolvedClientOptions as bN, ResponseMetaSchema as bO, type SortConfig as bP, SortConfigSchema as bQ, type SortDirection as bR, type Timestamps as bS, type TokenProvider as bT, type TriggerPageBinding as bU, TriggerPageBindingSchema as bV, type TriggerPhase as bW, type UpdateAppConfigurationRequest as bX, type UpdateAppRequest as bY, type UpdateComponentRequest as bZ, type UpdateDesignReferenceRequest as b_, MenuItemSchema as ba, MenuItemType as bb, MetaClient as bc, type MetaListOptions as bd, type Module as be, ModuleSchema as bf, type ModuleService as bg, type ModuleStatus as bh, type OnDeleteAction as bi, OnDeleteActionSchema as bj, PAGE_ACTION_MATCH_MAX_LIMIT as bk, PAGE_EXTENSION_ANCHOR_MAIN as bl, PAGE_EXTENSION_ANCHOR_SIDE_PANEL as bm, PLATFORM_ATTRIBUTE_NAMES as bn, PLATFORM_USER_ID as bo, type Page as bp, type PageActionIntent as bq, type PageActionKind as br, type PageActionMatch as bs, PageActionMatchSchema as bt, PageActionSchema as bu, type PageExtension as bv, type PageExtensionPlacement as bw, PageExtensionPlacementSchema as bx, PageExtensionSchema as by, type PageExtensionService as bz, ProteosClient as c, type LengthValue as c$, type UpdateEntityRequest as c0, type UpdateListExtensionRequest as c1, type UpdateListRequest as c2, type UpdateListViewRequest as c3, type UpdateMenuConfigurationExtensionRequest as c4, type UpdateMenuConfigurationRequest as c5, type UpdatePageExtensionRequest as c6, type UpdatePageRequest as c7, type UpdateVariableRequest as c8, UserRefSchema as c9, type AttributeMeta as cA, BUILT_IN_CONTROLS as cB, type BuiltInControlSlug as cC, CALENDAR_MAX_OVERLAY_USERS as cD, CALENDAR_VIEW_KINDS as cE, type CalendarElement as cF, type CalendarViewKind as cG, type CardElement as cH, type ColumnElement as cI, type CommonProps as cJ, type ComponentElement as cK, type ControlBucket as cL, type DatetimeAttributeMeta as cM, type DatetimeFormat as cN, type DividerElement as cO, type FieldElement as cP, FileAttributeMetaSchema as cQ, type LayoutAlign as cR, type LayoutElement as cS, LayoutElementSchema as cT, LayoutElementType as cU, type LayoutGap as cV, type LayoutJustify as cW, type LayoutStep as cX, LayoutStepSchema as cY, type LayoutTab as cZ, LayoutTabSchema as c_, type UserType as ca, type Variable as cb, VariableSchema as cc, type VariableService as cd, acceptsCurrentUserDefault as ce, allCurrencyCodes as cf, bundleVersionOf as cg, createIterator as ch, createListResultSchema as ci, currencyLabel as cj, currencySymbol as ck, currencySymbolSide as cl, formatAmount as cm, formatMoney as cn, isCurrentUser as co, isCurrentUserDefault as cp, isPlatformAttributeName as cq, localeNumberSeparators as cr, parseAmount as cs, parseContactAddressMeta as ct, parseCurrencyMeta as cu, parseFileMeta as cv, parseRelationMeta as cw, platformAttributes as cx, resolveOptions as cy, type AttributeForLookup as cz, type PrincipalRef as d, LengthValueSchema as d0, type ListElement as d1, type NumberAttributeMeta as d2, type ObjectAttributeMeta as d3, PAGE_BACKGROUND_COLOR_RE as d4, PAGE_BACKGROUND_TOKENS as d5, PAGE_HEADERS as d6, type PageBackgroundToken as d7, type PageHeader as d8, type PageLayoutSidePanel as d9, UserAttributeMetaSchema as dA, type WorkflowTriggerElement as dB, isBuiltInControl as dC, isLengthValue as dD, isPageBackground as dE, isReservedAttributeName as dF, isStyleSizeValue as dG, isTitleQueryable as dH, lookupCompatibleControls as dI, lookupControls as dJ, lookupPrimaryControl as dK, parsePrincipalMeta as dL, parseUserMeta as dM, titleTemplateVariables as dN, PageLayoutSidePanelSchema as da, type PageStyle as db, PageStyleSchema as dc, type PrincipalAttributeMeta as dd, type PrincipalType as de, RECORD_TITLE_FIELD as df, type RecordFilterElement as dg, type RelatedListElement as dh, type RelatedRecordElement as di, type ResponsiveSizing as dj, type RowElement as dk, type SchedulingPickerElement as dl, type SectionElement as dm, type SizeValue as dn, SizeValueSchema as dp, type SizingProps as dq, type StepperElement as dr, type StringAttributeMeta as ds, type StringFormat as dt, type StyleSizeValue as du, StyleSizeValueSchema as dv, type TabsElement as dw, type TextElement as dx, type TextVariant as dy, type UserAttributeMeta as dz, type PageAction as e, type PublicAccessOperation as f, type App as g, type AppConfiguration as h, AppConfigurationSchema as i, type AppConfigurationService as j, type AppHome as k, AppHomeSchema as l, type AppHomeType as m, AppSchema as n, type AppService as o, type ArrayAttributeMeta as p, type AttributeAccessRule as q, type AttributeRestrictions as r, AttributeSchema as s, type AttributeType as t, AuditFieldsSchema as u, CURRENT_USER_DEFAULT as v, type ClientOptions as w, type Column as x, ColumnSchema as y, type ComparisonOperator as z };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@proteos/sdk",
-  "version": "0.75.0",
+  "version": "0.77.0",
   "license": "Apache-2.0",
   "description": "TypeScript SDK for the Proteos platform",
   "repository": {
@@ -66,8 +66,8 @@
     "tsup": "^8.3.0",
     "typescript": "^5.7.0",
     "vitest": "^3.0.0",
-    "@proteos/tsconfig": "0.0.0",
-    "@proteos/biome-config": "0.0.0"
+    "@proteos/biome-config": "0.0.0",
+    "@proteos/tsconfig": "0.0.0"
   },
   "scripts": {
     "build": "tsup",

package/src/conversation/types.ts

@@ -953,12 +953,14 @@ export interface ConversationType {
   /** Ordered; empty = the type tracks no phases. */
   phases: ConversationPhase[]
   /**
-   * The type's next steps — the live call's quick actions and the wrap-up's
-   * "Next steps". Same contract as `Page.actions`; each button's
-   * `visible_when` reads the conversation scope (`conversation.status` for
-   * the stage, `conversation.outcome_key`, `records_by_entity.<slug>`,
-   * `tags_by_definition.<key>`, …); no rule = offered throughout. Ordered;
-   * empty = none.
+   * The type's action buttons — one strip in the footer of the call or
+   * meeting surface, the same place during the conversation and in its
+   * wrap-up. Same contract as `Page.actions`; each button's `visible_when`
+   * reads the conversation scope (`conversation.status` for the stage,
+   * `conversation.outcome_key`, `records_by_entity.<slug>`,
+   * `tags_by_definition.<key>`, …); no rule = offered throughout. The rule
+   * decides when a button appears; once pressed it stays for the rest of
+   * the conversation. Ordered; empty = none.
    */
   actions: PageAction[]
   /** Module that deployed the type; absent when not module-owned. */

package/src/index.ts

@@ -803,6 +803,7 @@ export type {
   PageAction,
   PageActionIntent,
   PageActionKind,
+  PageActionMatch,
   PageExtension,
   PageExtensionPlacement,
   PageExtensionService,
@@ -886,8 +887,10 @@ export {
   MetaClient,
   ModuleSchema,
   OnDeleteActionSchema,
+  PAGE_ACTION_MATCH_MAX_LIMIT,
   PAGE_EXTENSION_ANCHOR_MAIN,
   PAGE_EXTENSION_ANCHOR_SIDE_PANEL,
+  PageActionMatchSchema,
   PageActionSchema,
   PageExtensionPlacementSchema,
   PageExtensionSchema,

package/src/meta/index.ts

@@ -272,6 +272,7 @@ export type {
   PageAction,
   PageActionIntent,
   PageActionKind,
+  PageActionMatch,
   // PageExtension types
   PageExtension,
   PageExtensionPlacement,
@@ -354,6 +355,8 @@ export {
   OnDeleteActionSchema,
   PAGE_EXTENSION_ANCHOR_MAIN,
   PAGE_EXTENSION_ANCHOR_SIDE_PANEL,
+  PAGE_ACTION_MATCH_MAX_LIMIT,
+  PageActionMatchSchema,
   PageActionSchema,
   PageExtensionPlacementSchema,
   PageExtensionSchema,

package/src/meta/types.ts

@@ -1091,12 +1091,41 @@ export type PageActionKind = 'action' | 'workflow' | 'agent' | 'intent' | 'link'
 
 export const PageActionKindSchema = z.enum(['action', 'workflow', 'agent', 'intent', 'link'])
 
-/** What a `kind: intent` button prepares — the command palette's intent names. */
-export type PageActionIntent = 'create_record' | 'update_record'
+/** What a `kind: intent` button has the model prepare — a record proposal
+ *  (`*_record`) or an action's / workflow's inputs (`invoke_*`). */
+export type PageActionIntent =
+  | 'create_record'
+  | 'update_record'
+  | 'upsert_record'
+  | 'invoke_action'
+  | 'invoke_workflow'
+
+/** Most candidates an `upsert_record` button hands the model. */
+export const PAGE_ACTION_MATCH_MAX_LIMIT = 25
+
+/**
+ * The list query an `upsert_record` button finds its candidate records with —
+ * a page of `entity` records, fetched when the button is pressed. `filter`
+ * has the list endpoint's `_filter` shape; every element's `value` is a
+ * Liquid template, and a value that renders empty yields NO candidates (never
+ * a wider query). `sort` is `field:asc|desc`; `limit` defaults to 10.
+ */
+export interface PageActionMatch {
+  filter?: FilterGroup
+  sort?: string
+  limit?: number
+}
+
+export const PageActionMatchSchema = z.object({
+  filter: FilterGroupSchema.optional(),
+  sort: z.string().optional(),
+  limit: z.number().int().min(1).max(PAGE_ACTION_MATCH_MAX_LIMIT).optional(),
+})
 
 /**
  * One action button — a page's or a list's toolbar button, or a conversation
- * type's next step (a live call's quick action, the wrap-up's "Next steps").
+ * type's action (the strip in the call or meeting surface's footer, during
+ * and after the conversation).
  * Which target it invokes follows from `kind`:
  *
  * - `action`   → `action` (slug) + `params`
@@ -1104,10 +1133,18 @@ export type PageActionIntent = 'create_record' | 'update_record'
  * - `agent`    → `agent` (key) + `prompt` + `context`: opens an Ava chat with
  *   that agent; `prompt` becomes the visible first message (the label when
  *   empty), `context` is handed to the model alongside it and never shown.
- * - `intent`   → `intent` + `entity` (+ `record`) + `prompt` + `context`:
+ * - `intent`   → `intent` + `entity` (+ `record` | `match`) + `prompt` + `context`:
  *   prepares a record proposal (one model call), shows it as an editable
  *   review and saves only what the person confirms. `update_record` targets
  *   `record` when set, else the surface's linked record of `entity`.
+ *   `upsert_record` hands the model the records `match` finds and lets it
+ *   change one of them or prepare a new record — `prompt` says how to choose.
+ *   `field_scope` (any intent) lists the attributes the proposal may fill,
+ *   replacing the app's bound create / edit page.
+ *   `invoke_action` / `invoke_workflow` open the invoke dialog of `action` /
+ *   `workflow` with the model's values in the fields `params` / `inputs`
+ *   (Liquid, locked) left open — always reviewed, never run unseen; on a
+ *   call surface it opens as a workspace tab instead of a modal.
  * - `link`     → `url`: opens the rendered address in a new browser tab
  *   (http, https, mailto and tel only). Renders synchronously on the press,
  *   so `| summarize` renders '' there.
@@ -1136,6 +1173,12 @@ export interface PageAction {
   intent?: PageActionIntent
   entity?: string
   record?: string
+  /** `upsert_record` only: how the candidate records are found. */
+  match?: PageActionMatch
+  /** Intent only: the attribute names the proposal may fill (plain names).
+   *  Replaces the app's bound create / edit page as the scope; required
+   *  attributes without a default are always added. */
+  field_scope?: string[]
   url?: string
   params?: Record<string, string>
   inputs?: Record<string, string>
@@ -1154,9 +1197,13 @@ export const PageActionSchema = z.object({
   action: z.string().optional(),
   workflow: z.string().optional(),
   agent: z.string().optional(),
-  intent: z.enum(['create_record', 'update_record']).optional(),
+  intent: z
+    .enum(['create_record', 'update_record', 'upsert_record', 'invoke_action', 'invoke_workflow'])
+    .optional(),
   entity: z.string().optional(),
   record: z.string().optional(),
+  match: PageActionMatchSchema.optional(),
+  field_scope: z.array(z.string()).optional(),
   url: z.string().optional(),
   params: z.record(z.string()).optional(),
   inputs: z.record(z.string()).optional(),