@resolveio/server-lib 22.0.22 → 22.0.23

package/methods/ai-terminal.js

@@ -1479,7 +1479,7 @@ function executeAiAssistantCodexRun(payload, context) {
                     insertResult = _d.sent();
                     assistantMessageId = (insertResult === null || insertResult === void 0 ? void 0 : insertResult._id) || (insertResult === null || insertResult === void 0 ? void 0 : insertResult.insertedId);
                     enqueueAssistantCodexRun(function () { return __awaiter(_this, void 0, void 0, function () {
-                        var runStart, steps, recordStep, progressTracker, streamProgress, assistantContent, toolResult, assistantDebug, directiveSource, requestClassification, dataQuestion, lastDirective, requestedTimeGrain, enforceDatedDirective, datedDirectiveRetryUsed, datedDirectiveResolved, toolResponseDebug, toolError, termHints, collectionHints, fieldHints, collectionTokenization, collectionRanking, collectionSelection, collectionOverride, collectionNames, plannerEnabled, plannerOutput, plannerRaw, timingBreakdown, codexUsage, accumulateCodexUsage, contextRoute, contextMode, hintSeed, termExpansion, hintText, baseTokens, expandedTokens, baseWeights, expandedWeights, dbName, db, _a, routeHints, rankedCollections, hintCollections, assistantContext, prompt_1, workspaceRoot, codexConfig, runOptions, plannerPrompt, plannerStart, _b, directiveStyleHint, directivePromptMode, responseText, directiveText, directive, directivePrompt, directiveStart, forcedDirective, _c, initialStart, directivePrompt, forcedStart, forcedDirective, _d, strictDirectivePrompt, strictStart, strictDirectiveText, strictDirective, strictDirectiveIsDated, shouldUseStrictDirective, _e, guardDirectivePrompt, guardStart, guardDirectiveText, guardDirective, _f, requestedCollection, cleanedResponseText, effectiveDirective, toolRequest, toolStart, toolResponse, _g, toolPayload, followupPrompt, followupStart, followupText, _h, error_2, error_3, finishedAt, finalNow, finishedAt, codexMs, draftingMs, finalMetadata, finalUsage, usageClientId, usageError_1, finalAssistantDoc, setPayload;
+                        var runStart, steps, recordStep, progressTracker, streamProgress, assistantContent, toolResult, assistantDebug, directiveSource, requestClassification, dataQuestion, lastDirective, requestedTimeGrain, enforceDatedDirective, datedDirectiveRetryUsed, datedDirectiveResolved, toolResponseDebug, toolError, termHints, collectionHints, fieldHints, collectionTokenization, collectionRanking, collectionSelection, collectionOverride, collectionNames, plannerEnabled, plannerOutput, plannerRaw, timingBreakdown, codexUsage, accumulateCodexUsage, contextRoute, contextMode, hintSeed, termExpansion, hintText, baseTokens, expandedTokens, baseWeights, expandedWeights, dbName, db, _a, routeHints, rankedCollections, hintCollections, assistantContext, prompt_1, workspaceRoot, codexConfig, runOptions, plannerPrompt, plannerStart, _b, preferListDirective, directiveStyleHint, directivePromptMode, responseText, directiveText, directive, directivePrompt, directiveStart, forcedDirective, _c, initialStart, directivePrompt, forcedStart, forcedDirective, _d, strictDirectivePrompt, strictStart, strictDirectiveText, strictDirective, strictDirectiveIsDated, shouldUseStrictDirective, _e, guardDirectivePrompt, guardStart, guardDirectiveText, guardDirective, _f, requestedCollection, cleanedResponseText, effectiveDirective, toolRequest, toolStart, toolResponse, _g, toolPayload, followupPrompt, followupStart, followupText, _h, error_2, error_3, finishedAt, finalNow, finishedAt, codexMs, draftingMs, finalMetadata, finalUsage, usageClientId, usageError_1, finalAssistantDoc, setPayload;
                         var _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w, _x, _y, _z, _0, _1, _2;
                         return __generator(this, function (_3) {
                             switch (_3.label) {
@@ -1688,10 +1688,12 @@ function executeAiAssistantCodexRun(payload, context) {
                                     requestClassification = classifyAssistantRequestType(message, plannerOutput || undefined);
                                     dataQuestion = requestClassification.dataQuestion;
                                     requestedTimeGrain = resolveAssistantRequestedTimeGrain(message, plannerOutput || undefined);
+                                    preferListDirective = shouldPreferAssistantListDirective(message, plannerOutput || undefined, requestClassification);
                                     enforceDatedDirective = shouldEnforceAssistantDatedDirective(message, plannerOutput || undefined, requestClassification);
                                     directiveStyleHint = buildAssistantDirectiveStyleHint({
                                         enforceDated: enforceDatedDirective,
-                                        requestedTimeGrain: requestedTimeGrain
+                                        requestedTimeGrain: requestedTimeGrain,
+                                        preferList: preferListDirective
                                     });
                                     directivePromptMode = enforceDatedDirective ? 'aggregate_only' : 'any';
                                     datedDirectiveRetryUsed = false;
@@ -1974,6 +1976,7 @@ function executeAiAssistantCodexRun(payload, context) {
                                     }
                                     assistantContent = applyAssistantVerificationNotes(assistantContent, toolResult);
                                     assistantContent = applyAssistantDatedReportWindow(assistantContent, toolResult);
+                                    assistantContent = applyAssistantLotNumberResponseGuard(assistantContent, message, toolResult);
                                     assistantContent = normalizeAssistantCurrencyText(assistantContent);
                                     if (aiWorkerDebug) {
                                         finishedAt = Date.now();
@@ -3236,7 +3239,10 @@ function executeAiAssistantMongoAggregate(payload, context) {
                         ? documents
                         : documents.map(function (doc) { return redactSensitiveFields((0, common_1.deepCopy)(doc)); });
                     includeIds = ((_p = input.options) === null || _p === void 0 ? void 0 : _p.includeIds) === true;
-                    displayDocs = sanitizedDocuments;
+                    displayDocs = sanitizedDocuments.map(function (doc) { return flattenForTable(doc, {
+                        includeGroupFromId: true,
+                        includeIds: true
+                    }); });
                     return [4 /*yield*/, applyIdLookupDisplayEnrichment({
                             docs: displayDocs,
                             collection: collection,
@@ -3258,7 +3264,7 @@ function executeAiAssistantMongoAggregate(payload, context) {
                         includeIds: includeIds,
                         maxColumns: AI_ASSISTANT_DISPLAY_MAX_COLUMNS,
                         maxRows: normalizedOptions.limit || sanitizedDocuments.length,
-                        includeGroupFromId: true
+                        includeGroupFromId: false
                     });
                     return [2 /*return*/, __assign(__assign({ documents: sanitizedDocuments, display: display }, (verification ? { verification: verification } : {})), (isSuperAdmin ? {
                             debug: __assign(__assign({ collection: collection, collectionRequested: rawCollection, collectionResolved: collection, collectionMatched: collectionResolution.matched, collectionCandidates: collectionResolution.candidates, collectionScore: collectionResolution.score, bridge: 'report-builder', database: dbName, query: scopedQuery, options: normalizedOptions.aggregateOptions, originalPipeline: limitedPipeline, executedPipeline: executedPipeline }, (verification ? { verification: verification } : {})), { fallbacks: fallbackMeta })
@@ -3972,12 +3978,260 @@ function normalizeAssistantPermissionView(permissionView, collection) {
     }
     return normalizedPermission;
 }
+function extractAssistantProjectedColumnsFromDirectivePayload(directivePayload) {
+    var pipeline = Array.isArray(directivePayload === null || directivePayload === void 0 ? void 0 : directivePayload.pipeline) ? directivePayload.pipeline : [];
+    var projected = [];
+    pipeline.forEach(function (stage) {
+        if (!stage || typeof stage !== 'object' || Array.isArray(stage) || !stage.$project || typeof stage.$project !== 'object') {
+            return;
+        }
+        Object.keys(stage.$project).forEach(function (key) {
+            if (key === '_id') {
+                return;
+            }
+            var value = stage.$project[key];
+            if (value === 0 || value === false) {
+                return;
+            }
+            var label = formatDisplayColumnName(key) || key;
+            if (label) {
+                projected.push(label);
+            }
+        });
+    });
+    return projected;
+}
+function ensureAssistantDisplayColumns(display, requestedColumns) {
+    if (!display || !Array.isArray(display.columns) || !Array.isArray(display.rows)) {
+        return display;
+    }
+    var normalizedRequested = (Array.isArray(requestedColumns) ? requestedColumns : [])
+        .map(function (column) { return normalizeOptionalString(column); })
+        .filter(Boolean);
+    if (!normalizedRequested.length) {
+        return display;
+    }
+    var existing = new Set(display.columns.map(function (column) { return normalizeFieldMatchKey(column); }));
+    var missing = normalizedRequested.filter(function (column) { return !existing.has(normalizeFieldMatchKey(column)); });
+    if (!missing.length) {
+        return display;
+    }
+    var columns = __spreadArray(__spreadArray([], __read(display.columns), false), __read(missing), false);
+    var rows = display.rows.map(function (row) {
+        var next = __assign({}, (row || {}));
+        missing.forEach(function (column) {
+            if (!Object.prototype.hasOwnProperty.call(next, column)) {
+                next[column] = '';
+            }
+        });
+        return next;
+    });
+    return __assign(__assign({}, display), { columns: columns, rows: rows });
+}
+function transformAssistantDisplayForDirective(directive, display) {
+    if (!display || !Array.isArray(display.columns) || !Array.isArray(display.rows)) {
+        return display;
+    }
+    if (!isAssistantDirectiveDated(directive)) {
+        return display;
+    }
+    var pivoted = buildAssistantDatedPivotDisplay(display);
+    return pivoted || display;
+}
+function buildAssistantDatedPivotDisplay(display) {
+    var columns = Array.isArray(display === null || display === void 0 ? void 0 : display.columns) ? display.columns : [];
+    var rows = Array.isArray(display === null || display === void 0 ? void 0 : display.rows) ? display.rows : [];
+    if (!columns.length || !rows.length) {
+        return null;
+    }
+    var monthColumn = resolveAssistantPivotMonthColumn(columns, rows);
+    if (!monthColumn) {
+        return null;
+    }
+    var valueColumn = resolveAssistantPivotValueColumn(columns, rows, monthColumn);
+    if (!valueColumn) {
+        return null;
+    }
+    var dimensionColumn = resolveAssistantPivotDimensionColumn(columns, rows, monthColumn, valueColumn);
+    if (!dimensionColumn) {
+        return null;
+    }
+    var monthSet = new Set();
+    var grouped = new Map();
+    rows.forEach(function (row) {
+        var month = normalizeAssistantMonthBucket(row === null || row === void 0 ? void 0 : row[monthColumn]);
+        if (!month) {
+            return;
+        }
+        var dimension = normalizeAssistantPivotDimensionLabel(row === null || row === void 0 ? void 0 : row[dimensionColumn]);
+        var numericValue = resolveAssistantNumericValue(row === null || row === void 0 ? void 0 : row[valueColumn]);
+        if (numericValue === null) {
+            return;
+        }
+        monthSet.add(month);
+        var monthMap = grouped.get(dimension) || new Map();
+        monthMap.set(month, (monthMap.get(month) || 0) + numericValue);
+        grouped.set(dimension, monthMap);
+    });
+    var months = Array.from(monthSet).sort(function (a, b) { return a.localeCompare(b); });
+    if (!months.length || !grouped.size) {
+        return null;
+    }
+    var metricIsCurrency = isAssistantCurrencyColumn(valueColumn);
+    var dimensionValues = Array.from(grouped.keys()).sort(function (a, b) { return a.localeCompare(b); });
+    var pivotRows = dimensionValues.map(function (dimension) {
+        var _a;
+        var nextRow = (_a = {},
+            _a[dimensionColumn] = dimension,
+            _a);
+        var monthMap = grouped.get(dimension) || new Map();
+        months.forEach(function (month) {
+            var value = monthMap.get(month);
+            if (value === undefined) {
+                nextRow[month] = '';
+                return;
+            }
+            if (metricIsCurrency) {
+                nextRow[month] = getAssistantCurrencyFormatter().format(value);
+                return;
+            }
+            nextRow[month] = (0, common_1.round)(value, 2);
+        });
+        return nextRow;
+    });
+    return {
+        columns: __spreadArray([dimensionColumn], __read(months), false),
+        rows: pivotRows,
+        rowCount: pivotRows.length,
+        truncated: display.truncated,
+        includeIds: display.includeIds
+    };
+}
+function resolveAssistantPivotMonthColumn(columns, rows) {
+    var loweredColumns = columns.map(function (column) { return normalizeOptionalString(column).toLowerCase(); });
+    var explicitMonthIndex = loweredColumns.findIndex(function (column) { return column.includes('month'); });
+    if (explicitMonthIndex !== -1) {
+        return columns[explicitMonthIndex];
+    }
+    var bestColumn = '';
+    var bestScore = 0;
+    columns.forEach(function (column) {
+        var monthMatches = 0;
+        var nonEmpty = 0;
+        rows.forEach(function (row) {
+            var value = row === null || row === void 0 ? void 0 : row[column];
+            if (value === null || value === undefined || value === '') {
+                return;
+            }
+            nonEmpty += 1;
+            if (normalizeAssistantMonthBucket(value)) {
+                monthMatches += 1;
+            }
+        });
+        if (!nonEmpty) {
+            return;
+        }
+        var score = monthMatches / nonEmpty;
+        if (score > bestScore) {
+            bestScore = score;
+            bestColumn = column;
+        }
+    });
+    return bestScore >= 0.8 ? bestColumn : '';
+}
+function resolveAssistantPivotValueColumn(columns, rows, monthColumn) {
+    var bestColumn = '';
+    var bestScore = 0;
+    columns.forEach(function (column) {
+        if (column === monthColumn) {
+            return;
+        }
+        var numericCount = 0;
+        var nonEmptyCount = 0;
+        rows.forEach(function (row) {
+            var value = row === null || row === void 0 ? void 0 : row[column];
+            if (value === null || value === undefined || value === '') {
+                return;
+            }
+            nonEmptyCount += 1;
+            if (resolveAssistantNumericValue(value) !== null) {
+                numericCount += 1;
+            }
+        });
+        if (!nonEmptyCount || !numericCount) {
+            return;
+        }
+        var numericRatio = numericCount / nonEmptyCount;
+        if (numericRatio < 0.8) {
+            return;
+        }
+        var lower = normalizeOptionalString(column).toLowerCase();
+        var semanticBoost = /(revenue|amount|total|sales|billing|paid|grand|cost|fee|charge|profit|count|qty|quantity)/i.test(lower)
+            ? 0.2
+            : 0;
+        var currencyBoost = isAssistantCurrencyColumn(lower) ? 0.1 : 0;
+        var score = numericRatio + semanticBoost + currencyBoost;
+        if (score > bestScore) {
+            bestScore = score;
+            bestColumn = column;
+        }
+    });
+    return bestColumn;
+}
+function resolveAssistantPivotDimensionColumn(columns, rows, monthColumn, valueColumn) {
+    var candidates = columns.filter(function (column) { return column !== monthColumn && column !== valueColumn; });
+    if (!candidates.length) {
+        return '';
+    }
+    var bestColumn = '';
+    var bestScore = -1;
+    candidates.forEach(function (column) {
+        var lower = normalizeOptionalString(column).toLowerCase();
+        var nonEmpty = 0;
+        var unique = new Set();
+        var numericCount = 0;
+        rows.forEach(function (row) {
+            var value = row === null || row === void 0 ? void 0 : row[column];
+            if (value === null || value === undefined || value === '') {
+                return;
+            }
+            nonEmpty += 1;
+            if (resolveAssistantNumericValue(value) !== null) {
+                numericCount += 1;
+            }
+            unique.add(normalizeAssistantPivotDimensionLabel(value));
+        });
+        if (!nonEmpty || unique.size <= 1) {
+            return;
+        }
+        var numericRatio = numericCount / nonEmpty;
+        if (numericRatio >= 0.5) {
+            return;
+        }
+        var score = unique.size;
+        if (/(customer|client|account|name|company|group|category|type|segment)/i.test(lower)) {
+            score += 1000;
+        }
+        if (lower.includes('id')) {
+            score -= 100;
+        }
+        if (score > bestScore) {
+            bestScore = score;
+            bestColumn = column;
+        }
+    });
+    return bestColumn;
+}
+function normalizeAssistantPivotDimensionLabel(value) {
+    var normalized = normalizeOptionalString(value);
+    return normalized || 'Unknown';
+}
 function buildAssistantToolResultPayload(directive, toolResponse) {
     var _a, _b, _c;
     var directivePayload = directive.payload || {};
     var documents = Array.isArray(toolResponse === null || toolResponse === void 0 ? void 0 : toolResponse.documents) ? toolResponse.documents : [];
     var includeIds = ((_a = directivePayload === null || directivePayload === void 0 ? void 0 : directivePayload.options) === null || _a === void 0 ? void 0 : _a.includeIds) === true;
-    var display = (toolResponse === null || toolResponse === void 0 ? void 0 : toolResponse.display) && typeof toolResponse.display === 'object'
+    var rawDisplay = (toolResponse === null || toolResponse === void 0 ? void 0 : toolResponse.display) && typeof toolResponse.display === 'object'
         ? toolResponse.display
         : buildDisplayTable(documents, {
             includeIds: includeIds,
@@ -3985,12 +4239,20 @@ function buildAssistantToolResultPayload(directive, toolResponse) {
             maxRows: AI_ASSISTANT_DISPLAY_PREVIEW_MAX_ROWS,
             includeGroupFromId: directive.type === 'aggregate'
         });
-    var trimmedDisplay = trimDisplayTable(display, {
+    var projectedColumns = extractAssistantProjectedColumnsFromDirectivePayload(directivePayload);
+    var display = ensureAssistantDisplayColumns(rawDisplay, projectedColumns);
+    var transformedDisplay = transformAssistantDisplayForDirective(directive, display);
+    var promptDisplay = trimDisplayTable(transformedDisplay, {
         maxColumns: AI_ASSISTANT_DISPLAY_MAX_COLUMNS,
         maxRows: AI_ASSISTANT_DISPLAY_PREVIEW_MAX_ROWS
     });
+    var responseDisplayMaxRows = resolveAssistantToolResultResponseMaxRows(directive, directivePayload, transformedDisplay.rowCount);
+    var responseDisplay = trimDisplayTable(transformedDisplay, {
+        maxColumns: AI_ASSISTANT_DISPLAY_MAX_COLUMNS,
+        maxRows: responseDisplayMaxRows
+    });
     var total = typeof (toolResponse === null || toolResponse === void 0 ? void 0 : toolResponse.total) === 'number' ? toolResponse.total : null;
-    var rowCount = documents.length || trimmedDisplay.rowCount;
+    var rowCount = documents.length || display.rowCount || responseDisplay.rowCount;
     var requestedCollection = normalizeOptionalString(directivePayload === null || directivePayload === void 0 ? void 0 : directivePayload.collection);
     var resolvedCollection = normalizeOptionalString((_b = toolResponse === null || toolResponse === void 0 ? void 0 : toolResponse.debug) === null || _b === void 0 ? void 0 : _b.collectionResolved)
         || normalizeOptionalString((_c = toolResponse === null || toolResponse === void 0 ? void 0 : toolResponse.debug) === null || _c === void 0 ? void 0 : _c.collection)
@@ -4003,23 +4265,39 @@ function buildAssistantToolResultPayload(directive, toolResponse) {
         type: directive.type === 'aggregate' ? 'mongo_agg' : 'mongo_read',
         input: directivePayload,
         output: {
-            display: trimmedDisplay,
+            display: responseDisplay,
             total: total !== null ? total : undefined,
             collection: resolvedCollection || undefined,
             rowCount: rowCount,
-            columns: trimmedDisplay.columns,
-            truncated: trimmedDisplay.truncated,
+            columns: responseDisplay.columns,
+            truncated: responseDisplay.truncated,
             verification: verification,
             debug: (toolResponse === null || toolResponse === void 0 ? void 0 : toolResponse.debug) && typeof toolResponse.debug === 'object' ? toolResponse.debug : undefined
         }
     };
     return {
         result: result,
-        prompt: buildAssistantToolResultPrompt(result)
+        prompt: buildAssistantToolResultPrompt(result, promptDisplay)
     };
 }
-function buildAssistantToolResultPrompt(result) {
-    var _a, _b;
+function resolveAssistantToolResultResponseMaxRows(directive, directivePayload, rowCount) {
+    var _a;
+    if (directive.type !== 'aggregate') {
+        return AI_ASSISTANT_DISPLAY_PREVIEW_MAX_ROWS;
+    }
+    var requestedLimit = typeof ((_a = directivePayload === null || directivePayload === void 0 ? void 0 : directivePayload.options) === null || _a === void 0 ? void 0 : _a.limit) === 'number'
+        ? Math.min(Math.max((0, common_1.round)(directivePayload.options.limit), 0), AI_ASSISTANT_MONGO_MAX_LIMIT)
+        : 0;
+    if (requestedLimit > 0) {
+        return requestedLimit;
+    }
+    if (typeof rowCount === 'number' && rowCount > 0) {
+        return Math.min(rowCount, AI_ASSISTANT_MONGO_MAX_LIMIT);
+    }
+    return AI_ASSISTANT_DISPLAY_PREVIEW_MAX_ROWS;
+}
+function buildAssistantToolResultPrompt(result, displayPreview) {
+    var _a;
     var lines = ['Tool Result:'];
     lines.push("Type: ".concat(result.type));
     if (result.output.collection) {
@@ -4032,9 +4310,9 @@ function buildAssistantToolResultPrompt(result) {
     if (Array.isArray(result.output.columns) && result.output.columns.length) {
         lines.push("Columns: ".concat(result.output.columns.join(', ')));
     }
-    if ((_b = (_a = result.output.display) === null || _a === void 0 ? void 0 : _a.rows) === null || _b === void 0 ? void 0 : _b.length) {
+    if ((_a = displayPreview === null || displayPreview === void 0 ? void 0 : displayPreview.rows) === null || _a === void 0 ? void 0 : _a.length) {
         lines.push('Preview:');
-        lines.push(formatDisplayTableMarkdown(result.output.display));
+        lines.push(formatDisplayTableMarkdown(displayPreview));
     }
     else {
         lines.push('Preview: (no rows)');
@@ -4086,6 +4364,45 @@ function buildAssistantToolFallbackResponse(result) {
     }
     return lines.join('\n').trim();
 }
+function didAssistantRequestLotOrBatch(message) {
+    var normalized = normalizeOptionalString(message).toLowerCase();
+    if (!normalized) {
+        return false;
+    }
+    return /\b(lot|lots|batch|batches)\b/i.test(normalized);
+}
+function didAssistantQueryLotFields(toolResult) {
+    if (!(toolResult === null || toolResult === void 0 ? void 0 : toolResult.input) || typeof toolResult.input !== 'object') {
+        return false;
+    }
+    var serialized = '';
+    try {
+        serialized = JSON.stringify(toolResult.input).toLowerCase();
+    }
+    catch (_a) {
+        serialized = '';
+    }
+    if (!serialized) {
+        return false;
+    }
+    return /(lot[_\s-]?number|containers?\.lot|\.lot\b)/i.test(serialized);
+}
+function applyAssistantLotNumberResponseGuard(value, requestMessage, toolResult) {
+    var content = normalizeOptionalString(value);
+    if (!content) {
+        return value || '';
+    }
+    if (!didAssistantRequestLotOrBatch(requestMessage) || !didAssistantQueryLotFields(toolResult)) {
+        return content;
+    }
+    var before = content;
+    var next = content;
+    next = next.replace(/^\s*-\s*If you need lot[^.\n]*re-?run[^\n]*$/gim, '');
+    next = next.replace(/^\s*-\s*.*re-?run[^\n]*lot[^\n]*$/gim, '');
+    next = next.replace(/\bI can re-?run[^.\n]*lot[^.\n]*\.?/gi, '');
+    next = next.replace(/\n{3,}/g, '\n\n').trim();
+    return next || before;
+}
 function applyAssistantVerificationNotes(value, toolResult) {
     var _a, _b, _c, _d;
     var content = normalizeOptionalString(value);
@@ -11254,16 +11571,72 @@ function hasAssistantDatedLanguage(message) {
     ];
     return patterns.some(function (pattern) { return pattern.test(text); });
 }
+function hasAssistantGroupedLanguage(message) {
+    var text = normalizeOptionalString(message).toLowerCase();
+    if (!text) {
+        return false;
+    }
+    var patterns = [
+        /\bbreakdown\b/i,
+        /\bgroup(?:ed)?\s+by\b/i,
+        /\bby\s+(day|week|month|quarter|year|status|customer|location|type)\b/i,
+        /\bper\s+(day|week|month|quarter|year|status|customer|location|type)\b/i,
+        /\bover\s+time\b/i,
+        /\btime\s*series\b/i,
+        /\btrend(?:ing|s)?\b/i,
+        /\bmonth\s+over\s+month\b/i,
+        /\bquarter\s+over\s+quarter\b/i,
+        /\byear\s+over\s+year\b/i
+    ];
+    return patterns.some(function (pattern) { return pattern.test(text); });
+}
+function shouldPreferAssistantListDirective(message, plannerOutput, requestClassification) {
+    var _a, _b, _c, _d, _e;
+    if (!(requestClassification === null || requestClassification === void 0 ? void 0 : requestClassification.dataQuestion)) {
+        return false;
+    }
+    var text = normalizeOptionalString(message).toLowerCase();
+    if (!text) {
+        return false;
+    }
+    if (hasAssistantGroupedLanguage(text)) {
+        return false;
+    }
+    var plannerGroupBy = normalizeOptionalString((_b = (_a = plannerOutput === null || plannerOutput === void 0 ? void 0 : plannerOutput.dataPlan) === null || _a === void 0 ? void 0 : _a.queryPlan) === null || _b === void 0 ? void 0 : _b.groupBy).toLowerCase();
+    if (plannerGroupBy && plannerGroupBy !== 'none' && plannerGroupBy !== 'null') {
+        return false;
+    }
+    var plannerMetric = normalizeOptionalString((_c = plannerOutput === null || plannerOutput === void 0 ? void 0 : plannerOutput.dataPlan) === null || _c === void 0 ? void 0 : _c.metric).toLowerCase();
+    var plannerLimit = normalizeOptionalNumber((_e = (_d = plannerOutput === null || plannerOutput === void 0 ? void 0 : plannerOutput.dataPlan) === null || _d === void 0 ? void 0 : _d.queryPlan) === null || _e === void 0 ? void 0 : _e.limit) || 0;
+    var hasListVerb = /\b(show|list|display|give|get)\b/i.test(text);
+    var hasLimitCue = /\b(last|latest|recent|top)\s+\d+\b/i.test(text) || plannerLimit > 0;
+    var hasWindowCue = /\b(this\s+(day|week|month|quarter|year)|last\s+\d+\s+(day|days|week|weeks|month|months)|past\s+\d+\s+(day|days|week|weeks|month|months))\b/i.test(text);
+    if (plannerMetric.startsWith('last_') && plannerGroupBy !== 'none') {
+        return true;
+    }
+    return hasListVerb && (hasLimitCue || hasWindowCue);
+}
 function shouldEnforceAssistantDatedDirective(message, plannerOutput, requestClassification) {
     if (!(requestClassification === null || requestClassification === void 0 ? void 0 : requestClassification.dataQuestion)) {
         return false;
     }
+    if (shouldPreferAssistantListDirective(message, plannerOutput, requestClassification)) {
+        return false;
+    }
     if (resolveAssistantRequestedTimeGrain(message, plannerOutput)) {
         return true;
     }
     return hasAssistantDatedLanguage(message);
 }
 function buildAssistantDirectiveStyleHint(params) {
+    if (params.preferList && !params.enforceDated) {
+        return [
+            'Report style intent: List.',
+            '- Prefer REPORT_BUILDER_READ for record-level results (not grouped counts).',
+            '- Apply date window filters and sort by the primary date field descending.',
+            '- If user asks for location, include location name fields (location/location_name) and id_location for lookup fallback; do not return only location_type unless explicitly requested.'
+        ].join('\n');
+    }
     if (!params.enforceDated) {
         return '';
     }