@resolveio/server-lib 22.0.7 → 22.0.9

package/methods/ai-terminal.js

@@ -366,12 +366,65 @@ var AI_ASSISTANT_TERM_SYNONYMS = [
         expansions: ['invoice', 'invoices', 'paid invoices', 'invoice payments', 'billing', 'sales']
     }
 ];
+var AI_ASSISTANT_REPORT_BUILDER_EXPERT_PLAYBOOK = [
+    'Report Builder Bridge Expert Playbook (execute in order for every data request):',
+    '1) Determine if data is required.',
+    '- If user asks for counts, lists, totals, trends, rankings, or "recent/last", run a report builder directive before answering.',
+    '',
+    'Report style mapping (always apply):',
+    '- Dated report: any breakdown over time (per day/week/month/quarter/year, trends, time-series comparisons).',
+    '- Grouped report: any nested headers, grouped buckets, grouped totals, or multi-level grouping dimensions.',
+    '- List report: simple flat records without grouped buckets or time-series grouping.',
+    '',
+    '2) Resolve the target dataset safely.',
+    '- Map user wording to internal collection names using routes, collection hints, field hints, and synonym expansion.',
+    '- Prefer report-* collections when permissionView is under /report.',
+    '- Never use *.versions unless user explicitly requests bug-history/version investigation.',
+    '- Never invent collection names or fields.',
+    '',
+    '3) Enforce permissions and scope in the directive.',
+    '- Always include permissionView.',
+    '- Assume non-super-admin unless explicitly told otherwise.',
+    '- Invoice-like collections require invoice view access.',
+    '- Customer portal users must stay in their own customer scope.',
+    '',
+    '4) Choose the right bridge tool.',
+    '- Use REPORT_BUILDER_READ for record lists, snapshots, detail lookups, and simple totals/counts.',
+    '- Use REPORT_BUILDER_AGG for grouped summaries, trends over time, rankings, and breakdowns.',
+    '',
+    '5) Build a minimal, high-signal query.',
+    '- Keep projection tight and limit rows (default 20 unless user asks for more).',
+    '- Add sort for deterministic output.',
+    '- Always sort by popular keys when available: name, company, item (then title/label/customer as fallbacks), ascending unless the user asks for a different order.',
+    '- If no popular key exists, use a stable fallback sort (createdAt/date_created then _id).',
+    '- Build filters with explicit boolean logic: use $and for required constraints and $or for alternate text/name matches.',
+    '- Use custom/calculated fields when the user asks for derived metrics (ratios, rates, margins, computed totals).',
+    '- Use collection joins/lookups when selected fields live across related collections.',
+    '- If multiple arrays are selected, link them by shared identifiers (_id or id_<x>) so rows are aligned and not duplicated by cartesian expansion.',
+    '- For relative dates, include an upper bound <= $$NOW unless user explicitly asks for future ranges.',
+    '- For invoice revenue, prefer paid_total fallback grand_total and paid/closed states when applicable.',
+    '',
+    '6) Reliability fallback sequence when result is empty.',
+    '- Re-check collection and date fields (date_created/createdAt/date_completed/date_paid variants).',
+    '- Run tiny probe (limit 1-3) to validate shape before concluding "no data".',
+    '- For name filters, verify date-only first; then apply tokenized regex and id/name lookup fallback.',
+    '',
+    '7) Output behavior after bridge response.',
+    '- Summarize the answer first in plain language.',
+    '- Then provide a markdown table with clean columns.',
+    '- Do not dump raw JSON.',
+    '- Do not claim certainty when data could not be fetched.',
+    '',
+    '8) Directive formatting requirement.',
+    '- End with exactly one REPORT_BUILDER_READ or REPORT_BUILDER_AGG line when data fetch is needed.',
+    '- Do not include extra directive lines or mixed directive types in one response.'
+].join('\n');
 var AI_ASSISTANT_SYSTEM_PROMPT = [
     'You are the ResolveIO in-app AI assistant running with read-only access to the codebase.',
     'Core rules:',
     '- Never share code or file contents. All code is proprietary.',
     '- Do not modify files, run destructive commands, or access databases directly.',
-    '- Read-only Mongo access is allowed only via the MONGO_READ/MONGO_AGG directives (see below).',
+    '- Read-only data access is allowed only via the REPORT_BUILDER_READ/REPORT_BUILDER_AGG directives (see below).',
     '- Do not access secrets, credentials, or user data.',
     '- If the user has a customer portal scope (other.id_customer), only discuss that customer\'s data and what is visible in their customer portal. Never reference other customers or internal/admin-only data. If asked for anything outside the portal, say it isn\'t available.',
     '- Do not assist with hacking, bypassing security, or abuse.',
@@ -382,14 +435,14 @@ var AI_ASSISTANT_SYSTEM_PROMPT = [
     '- If permissionView starts with /report/, prefer the report-* collection when both report and base collections exist.',
     '- Map user wording to internal collections/fields yourself. Do not ask for property names unless required to run a query.',
     '- Use term hints from context (synonym expansions) when mapping user language to collections.',
-    '- Do not guess or invent collections/fields. If unsure, verify in the codebase or run a small Mongo read (limit 1-5) to learn the shape.',
-    '- Prefer running a small Mongo read over asking multiple questions.',
-    '- For any data request (counts, lists, breakdowns, recent/last items), you MUST run a MONGO_READ or MONGO_AGG before answering.',
+    '- Do not guess or invent collections/fields. If unsure, verify in the codebase or run a small REPORT_BUILDER_READ probe (limit 1-5) to learn the shape.',
+    '- Prefer running a small REPORT_BUILDER_READ probe over asking multiple questions.',
+    '- For any data request (counts, lists, breakdowns, recent/last items), you MUST run a REPORT_BUILDER_READ or REPORT_BUILDER_AGG before answering.',
     '- Ask at most one clarifying question only when required to run a query or resolve missing details.',
     '- If a field starts with id_ and refers to another collection, treat it as a foreign key and look up the related record when needed.',
     '- When resolving id_* fields, prefer lookup definitions from collection schemas/report-builder lookup tables to choose the target collection and name fields.',
     '- When the user provides a customer, well, or chemical name, use case-insensitive regex matching to find it. Assume the name exists and try to match it before asking questions.',
-    '- Use the codebase context to choose correct collections/fields/workflows and use MONGO_READ/MONGO_AGG to answer with real data when needed.',
+    '- Use the codebase context to choose correct collections/fields/workflows and use REPORT_BUILDER_READ/REPORT_BUILDER_AGG to answer with real data when needed.',
     '- Process (fast path): Queue -> Planning -> Grabbing Data -> Drafting response. Use regex/keyword matching to identify collections/models, draft a minimal query, run the tool, then format a table. This should be fast; avoid extra narration.',
     '- Assume a relevant collection exists; if verification reads return zero data, report no data found instead of interrogating the user.',
     '- Never claim "no data exists" unless you resolved a collection and executed a legitimate query (with fallback date fields when needed) that returned zero rows.',
@@ -429,11 +482,11 @@ var AI_ASSISTANT_SYSTEM_PROMPT = [
     '- SUPPORT_TICKET_CREATE: <one-line summary>',
     '- Only include that line when the user clearly wants a ticket created. Do not claim a ticket is created unless you include that line.',
     '- Do not end responses with tentative phrasing like "I could" or "I’m going to." Complete the request or state what is required to proceed.',
-    'Mongo directives:',
+    'Report builder bridge directives:',
     '- If you need database data to answer, end your response with a single line exactly in this format:',
-    '- MONGO_READ: {"collection":"<name>","query":{...},"options":{"projection":{...},"sort":{...},"limit":20},"permissionView":"</route>"}',
+    '- REPORT_BUILDER_READ: {"collection":"<name>","query":{...},"options":{"projection":{...},"sort":{...},"limit":20},"permissionView":"</route>"}',
     '- If you need grouped/aggregated data (totals by user, rankings, trends), end your response with a single line exactly in this format:',
-    '- MONGO_AGG: {"collection":"<name>","pipeline":[...],"options":{"allowDiskUse":true,"limit":20},"permissionView":"</route>"}',
+    '- REPORT_BUILDER_AGG: {"collection":"<name>","pipeline":[...],"options":{"allowDiskUse":true,"limit":20},"permissionView":"</route>"}',
     '- For invoice data, set permissionView to an invoice route (ex: /invoice/list or /report/invoice).',
     '- For revenue/sales/billing questions, use invoices and sum paid_total (fallback to grand_total) with date_paid and Paid/Closed status when available.',
     '- For relative date ranges (last/past/recent), include an upper bound <= $$NOW unless the user specifies a future end date.',
@@ -441,16 +494,18 @@ var AI_ASSISTANT_SYSTEM_PROMPT = [
     '- Assume you are not a super admin unless explicitly told otherwise.',
     '- Only request data when the user has permission for that module; invoice data requires invoice view access.',
     '- If the user lacks permission, answer without data and explain how to view it in the app or request access.',
-    '- For simple counts or time-range totals, use MONGO_READ (includeTotal). For breakdowns, rankings, or sums grouped by a field, use MONGO_AGG.',
+    '- For simple counts or time-range totals, use REPORT_BUILDER_READ (includeTotal). For breakdowns, rankings, or sums grouped by a field, use REPORT_BUILDER_AGG.',
     '- For performance, keep pipelines minimal: avoid $push arrays or large fields unless the user explicitly asks for them.',
     '- For completion metrics (ex: "completed per day"), filter by completed status when applicable and use completion date fields; if completion dates are missing, fall back to createdAt/date_created and note the fallback.',
-    '- Before issuing MONGO_READ or MONGO_AGG, verify the collection name and key fields by checking collection/model definitions in the current app (look for "collectionName:" and date fields like date_created/date_completed/createdAt). Do not invent collection names.',
+    '- Before issuing REPORT_BUILDER_READ or REPORT_BUILDER_AGG, verify the collection name and key fields by checking collection/model definitions in the current app (look for "collectionName:" and date fields like date_created/date_completed/createdAt). Do not invent collection names.',
     '- For creation-date questions when both date_created and createdAt exist, match both with $or so results are not missed.',
     '- When grouping by fields that can be arrays (drivers, deliveries, routes, chemicals), $unwind first and group by both id and name when available.',
-    '- Use MONGO_READ/MONGO_AGG only to produce summaries/snapshots/health checks (not raw dumps) when permitted.',
+    '- Use REPORT_BUILDER_READ/REPORT_BUILDER_AGG only to produce summaries/snapshots/health checks (not raw dumps) when permitted.',
     '- If the user explicitly asks for IDs, set options.includeIds: true.',
     '- If a data question returns zero results, verify the collection/date field with a tiny read (limit 1-5) or a date field fallback before concluding there is no data.',
-    '- Keep responses concise and use the configured reasoning effort level (default low).'
+    '- Keep responses concise and use the configured reasoning effort level (default low).',
+    '',
+    AI_ASSISTANT_REPORT_BUILDER_EXPERT_PLAYBOOK
 ].join('\n');
 var AI_ASSISTANT_PLANNER_SYSTEM_PROMPT = [
     'You are ResolveIO Assistant Planner. Your job is to produce a permissions-aware execution plan for the user\'s request.',
@@ -987,6 +1042,42 @@ function loadAiTerminalMethods(methodManager) {
                 });
             }
         },
+        aiAssistantReportBuilderRead: {
+            check: new simpl_schema_1.default({
+                payload: {
+                    type: Object,
+                    blackbox: true
+                }
+            }),
+            function: function (payload) {
+                return __awaiter(this, void 0, void 0, function () {
+                    return __generator(this, function (_a) {
+                        switch (_a.label) {
+                            case 0: return [4 /*yield*/, executeAiAssistantMongoRead(payload, this)];
+                            case 1: return [2 /*return*/, _a.sent()];
+                        }
+                    });
+                });
+            }
+        },
+        aiAssistantReportBuilderAggregate: {
+            check: new simpl_schema_1.default({
+                payload: {
+                    type: Object,
+                    blackbox: true
+                }
+            }),
+            function: function (payload) {
+                return __awaiter(this, void 0, void 0, function () {
+                    return __generator(this, function (_a) {
+                        switch (_a.label) {
+                            case 0: return [4 /*yield*/, executeAiAssistantMongoAggregate(payload, this)];
+                            case 1: return [2 /*return*/, _a.sent()];
+                        }
+                    });
+                });
+            }
+        },
         aiCoderTerminalDeployTest: {
             check: new simpl_schema_1.default({
                 id_conversation: {
@@ -1645,11 +1736,11 @@ function executeAiAssistantCodexRun(payload, context) {
                                     _x.trys.push([22, 31, , 32]);
                                     toolStart = Date.now();
                                     if (!(effectiveDirective.type === 'aggregate')) return [3 /*break*/, 24];
-                                    return [4 /*yield*/, executeAiAssistantMongoAggregate(toolRequest, context)];
+                                    return [4 /*yield*/, executeAiAssistantReportBuilderAggregate(toolRequest, context)];
                                 case 23:
                                     _e = _x.sent();
                                     return [3 /*break*/, 26];
-                                case 24: return [4 /*yield*/, executeAiAssistantMongoRead(toolRequest, context)];
+                                case 24: return [4 /*yield*/, executeAiAssistantReportBuilderRead(toolRequest, context)];
                                 case 25:
                                     _e = _x.sent();
                                     _x.label = 26;
@@ -1809,9 +1900,29 @@ function executeAiAssistantCodexRun(payload, context) {
         });
     });
 }
+function executeAiAssistantReportBuilderRead(payload, context) {
+    return __awaiter(this, void 0, void 0, function () {
+        return __generator(this, function (_a) {
+            switch (_a.label) {
+                case 0: return [4 /*yield*/, executeAiAssistantMongoRead(payload, context)];
+                case 1: return [2 /*return*/, _a.sent()];
+            }
+        });
+    });
+}
+function executeAiAssistantReportBuilderAggregate(payload, context) {
+    return __awaiter(this, void 0, void 0, function () {
+        return __generator(this, function (_a) {
+            switch (_a.label) {
+                case 0: return [4 /*yield*/, executeAiAssistantMongoAggregate(payload, context)];
+                case 1: return [2 /*return*/, _a.sent()];
+            }
+        });
+    });
+}
 function executeAiAssistantMongoRead(payload, context) {
     return __awaiter(this, void 0, void 0, function () {
-        var input, rawCollection, dbName, db, collectionResolution, collection, schemaFields, _a, user, isSuperAdmin, customerId, fallbackMeta, baseQuery, stripped, userId, normalizedClient, shouldScopeByClient, _b, strippedClient, clientScopedQuery, scopedQuery, normalized, findOptions, documents, executedQuery, probeDocs, dateFallback, fallbackQuery, fallbackDocs, expanded, fallbackDocs, nameFallback, fallbackDocs, _c, chemicalLookup, fallbackDocs, queryFields, _d, aliases, rewrittenQuery, fallbackDocs, _e, idLookup, fallbackDocs, baseCollection, fallbackPayload, fallbackResult, existingFallbacks, nameFields, dateFields, diagnostics, queryNoName, _f, queryNoDate, _g, _h, _j, _k, allCollections, base, alt, altCount, _l, total, sanitizedDocuments, requestedFields, missingFields, _m, projectionAliases, expandedProjection, refreshedDocs, includeIds, fieldAliases, displayDocs, idLookupDisplay, priorityFields, display;
+        var input, rawCollection, dbName, db, collectionResolution, collection, bridgeCollection, schemaFields, _a, user, isSuperAdmin, customerId, fallbackMeta, baseQuery, stripped, userId, normalizedClient, shouldScopeByClient, _b, strippedClient, clientScopedQuery, scopedQuery, normalized, findOptions, documents, executedQuery, probeDocs, dateFallback, fallbackQuery, fallbackDocs, expanded, fallbackDocs, nameFallback, fallbackDocs, _c, chemicalLookup, fallbackDocs, queryFields, _d, aliases, rewrittenQuery, fallbackDocs, _e, idLookup, fallbackDocs, baseCollection, fallbackPayload, fallbackResult, existingFallbacks, nameFields, dateFields, diagnostics, queryNoName, _f, queryNoDate, _g, _h, _j, _k, allCollections, base, alt, altCount, _l, total, sanitizedDocuments, requestedFields, missingFields, _m, projectionAliases, expandedProjection, refreshedDocs, includeIds, fieldAliases, displayDocs, idLookupDisplay, priorityFields, display;
         var _o, _p;
         return __generator(this, function (_q) {
             switch (_q.label) {
@@ -1819,7 +1930,7 @@ function executeAiAssistantMongoRead(payload, context) {
                     input = payload || {};
                     rawCollection = normalizeOptionalString(input.collection);
                     if (!rawCollection) {
-                        throw new Error('AI assistant mongo read: Collection is required.');
+                        throw new Error('AI assistant report builder bridge: Collection is required.');
                     }
                     dbName = resolveAssistantDatabaseName(input.database, input.mongo);
                     db = resolveio_server_app_1.ResolveIOServer.getMongoConnection().db(dbName);
@@ -1827,15 +1938,26 @@ function executeAiAssistantMongoRead(payload, context) {
                 case 1:
                     collectionResolution = _q.sent();
                     collection = collectionResolution.name || rawCollection;
+                    bridgeCollection = resolveAssistantReportBuilderBridgeCollection(collection);
+                    if (bridgeCollection.fallbackFrom) {
+                        collection = bridgeCollection.collection;
+                    }
                     schemaFields = getCollectionSchemaFieldNames(collection);
                     return [4 /*yield*/, ensureAssistantReadAccess(context, input.permissionView, collection)];
                 case 2:
                     _a = _q.sent(), user = _a.user, isSuperAdmin = _a.isSuperAdmin;
                     if (!isSuperAdmin && AI_ASSISTANT_BLOCKED_COLLECTIONS.has(collection)) {
-                        throw new Error('AI assistant mongo read: Access denied.');
+                        throw new Error('AI assistant report builder bridge: Access denied.');
                     }
                     customerId = normalizeOptionalString((_o = user === null || user === void 0 ? void 0 : user.other) === null || _o === void 0 ? void 0 : _o.id_customer);
                     fallbackMeta = {};
+                    if (bridgeCollection.fallbackFrom) {
+                        fallbackMeta.reportBuilderBridge = {
+                            from: bridgeCollection.fallbackFrom,
+                            to: collection,
+                            used: true
+                        };
+                    }
                     baseQuery = normalizeMongoQuery(input.query);
                     if (!isSuperAdmin && customerId) {
                         stripped = stripQueryFieldPathsDeepWithMeta(baseQuery, ['id_customer', 'other.id_customer']);
@@ -1849,7 +1971,7 @@ function executeAiAssistantMongoRead(payload, context) {
                     if (!isSuperAdmin && (collection === 'users' || collection === 'user-versions')) {
                         userId = normalizeOptionalString(user === null || user === void 0 ? void 0 : user._id);
                         if (!userId) {
-                            throw new Error('AI assistant mongo read: Access denied.');
+                            throw new Error('AI assistant report builder bridge: Access denied.');
                         }
                         baseQuery = {
                             $and: [baseQuery, { _id: userId }]
@@ -2262,6 +2384,7 @@ function executeAiAssistantMongoRead(payload, context) {
                                 collectionMatched: collectionResolution.matched,
                                 collectionCandidates: collectionResolution.candidates,
                                 collectionScore: collectionResolution.score,
+                                bridge: 'report-builder',
                                 database: dbName,
                                 query: executedQuery,
                                 options: normalized.findOptions,
@@ -2275,7 +2398,7 @@ function executeAiAssistantMongoRead(payload, context) {
 }
 function executeAiAssistantMongoAggregate(payload, context) {
     return __awaiter(this, void 0, void 0, function () {
-        var input, rawCollection, dbName, db, collectionResolution, collection, schemaFields, _a, user, isSuperAdmin, customerId, fallbackMeta, baseQuery, stripped, userId, normalizedClient, shouldScopeByClient, _b, clientScopedQuery, scopedQuery, normalizedPipeline, sanitizedPipeline, strippedPipeline, pipelineWithScope, normalizedOptions, limitedPipeline, dateField, aggregateOptions, documents, executedPipeline, probeDocs, fallback, fallbackPipeline, fallbackDocs, createdFallback, createdPipeline, createdDocs, expanded, expandedDocs, completionFallback, fallbackPipeline, fallbackDocs, completionExprFallback, fallbackPipeline, fallbackDocs, unwindFallback, shouldUnwind, _c, _d, fallbackPipeline, fallbackDocs, nameFallback, fallbackPipeline, fallbackDocs, _e, _loop_1, i, state_1, matchFields_1, _f, aliases, rewrittenPipeline, fallbackDocs, _loop_2, i, state_2, baseCollection, fallbackPayload, fallbackResult, existingFallbacks, matchStages, diagnostics, combinedMatch, nameFields, dateFields, queryNoName, _g, queryNoDate, _h, _j, _k, _l, allCollections, base, alt, altCount, _m, sanitizedDocuments, includeIds, displayDocs, idLookupDisplay, display;
+        var input, rawCollection, dbName, db, collectionResolution, collection, bridgeCollection, schemaFields, _a, user, isSuperAdmin, customerId, fallbackMeta, baseQuery, stripped, userId, normalizedClient, shouldScopeByClient, _b, clientScopedQuery, scopedQuery, normalizedPipeline, sanitizedPipeline, strippedPipeline, pipelineWithScope, normalizedOptions, limitedPipeline, dateField, aggregateOptions, documents, executedPipeline, probeDocs, fallback, fallbackPipeline, fallbackDocs, createdFallback, createdPipeline, createdDocs, expanded, expandedDocs, completionFallback, fallbackPipeline, fallbackDocs, completionExprFallback, fallbackPipeline, fallbackDocs, unwindFallback, shouldUnwind, _c, _d, fallbackPipeline, fallbackDocs, nameFallback, fallbackPipeline, fallbackDocs, _e, _loop_1, i, state_1, matchFields_1, _f, aliases, rewrittenPipeline, fallbackDocs, _loop_2, i, state_2, baseCollection, fallbackPayload, fallbackResult, existingFallbacks, matchStages, diagnostics, combinedMatch, nameFields, dateFields, queryNoName, _g, queryNoDate, _h, _j, _k, _l, allCollections, base, alt, altCount, _m, sanitizedDocuments, includeIds, displayDocs, idLookupDisplay, display;
         var _o, _p;
         return __generator(this, function (_q) {
             switch (_q.label) {
@@ -2283,7 +2406,7 @@ function executeAiAssistantMongoAggregate(payload, context) {
                     input = payload || {};
                     rawCollection = normalizeOptionalString(input.collection);
                     if (!rawCollection) {
-                        throw new Error('AI assistant mongo aggregate: Collection is required.');
+                        throw new Error('AI assistant report builder bridge: Collection is required.');
                     }
                     dbName = resolveAssistantDatabaseName(input.database, input.mongo);
                     db = resolveio_server_app_1.ResolveIOServer.getMongoConnection().db(dbName);
@@ -2291,15 +2414,26 @@ function executeAiAssistantMongoAggregate(payload, context) {
                 case 1:
                     collectionResolution = _q.sent();
                     collection = collectionResolution.name || rawCollection;
+                    bridgeCollection = resolveAssistantReportBuilderBridgeCollection(collection);
+                    if (bridgeCollection.fallbackFrom) {
+                        collection = bridgeCollection.collection;
+                    }
                     schemaFields = getCollectionSchemaFieldNames(collection);
                     return [4 /*yield*/, ensureAssistantReadAccess(context, input.permissionView, collection)];
                 case 2:
                     _a = _q.sent(), user = _a.user, isSuperAdmin = _a.isSuperAdmin;
                     if (!isSuperAdmin && AI_ASSISTANT_BLOCKED_COLLECTIONS.has(collection)) {
-                        throw new Error('AI assistant mongo aggregate: Access denied.');
+                        throw new Error('AI assistant report builder bridge: Access denied.');
                     }
                     customerId = normalizeOptionalString((_o = user === null || user === void 0 ? void 0 : user.other) === null || _o === void 0 ? void 0 : _o.id_customer);
                     fallbackMeta = {};
+                    if (bridgeCollection.fallbackFrom) {
+                        fallbackMeta.reportBuilderBridge = {
+                            from: bridgeCollection.fallbackFrom,
+                            to: collection,
+                            used: true
+                        };
+                    }
                     baseQuery = normalizeMongoQuery(input.query);
                     if (!isSuperAdmin && customerId) {
                         stripped = stripQueryFieldPathsDeepWithMeta(baseQuery, ['id_customer', 'other.id_customer']);
@@ -2313,7 +2447,7 @@ function executeAiAssistantMongoAggregate(payload, context) {
                     if (!isSuperAdmin && (collection === 'users' || collection === 'user-versions')) {
                         userId = normalizeOptionalString(user === null || user === void 0 ? void 0 : user._id);
                         if (!userId) {
-                            throw new Error('AI assistant mongo aggregate: Access denied.');
+                            throw new Error('AI assistant report builder bridge: Access denied.');
                         }
                         baseQuery = {
                             $and: [baseQuery, { _id: userId }]
@@ -2350,7 +2484,7 @@ function executeAiAssistantMongoAggregate(payload, context) {
                     limitedPipeline = applyAssistantAggregateLimit(pipelineWithScope, normalizedOptions.limit, normalizedOptions.maxLimit, normalizedOptions.defaultLimit);
                     dateField = findAggregateDateField(limitedPipeline);
                     if (containsForbiddenMongoOperators(limitedPipeline)) {
-                        throw new Error('AI assistant mongo aggregate: Pipeline contains restricted operators.');
+                        throw new Error('AI assistant report builder bridge: Pipeline contains restricted operators.');
                     }
                     aggregateOptions = __assign(__assign({}, normalizedOptions.aggregateOptions), { readPreference: AI_ASSISTANT_READ_PREFERENCE });
                     return [4 /*yield*/, db.collection(collection)
@@ -2878,6 +3012,7 @@ function executeAiAssistantMongoAggregate(payload, context) {
                                 collectionMatched: collectionResolution.matched,
                                 collectionCandidates: collectionResolution.candidates,
                                 collectionScore: collectionResolution.score,
+                                bridge: 'report-builder',
                                 database: dbName,
                                 query: scopedQuery,
                                 options: normalizedOptions.aggregateOptions,
@@ -2899,6 +3034,21 @@ function extractAssistantMongoDirective(content) {
     lines.forEach(function (line, index) {
         var normalized = line.trim().replace(/^[-*]+\s*/, '');
         var upper = normalized.toUpperCase();
+        if (upper.startsWith('REPORT_BUILDER_READ:')) {
+            directiveIndexes.add(index);
+            directiveIndex = index;
+            directiveLine = normalized;
+            directiveType = 'read';
+            return;
+        }
+        if (upper.startsWith('REPORT_BUILDER_AGG:') || upper.startsWith('REPORT_BUILDER_AGGREGATE:')) {
+            directiveIndexes.add(index);
+            directiveIndex = index;
+            directiveLine = normalized;
+            directiveType = 'aggregate';
+            return;
+        }
+        // Backward compatibility for existing assistant responses.
         if (upper.startsWith('MONGO_READ:')) {
             directiveIndexes.add(index);
             directiveIndex = index;
@@ -3018,7 +3168,7 @@ function buildAssistantCodexToolFollowupPrompt(message, attachmentText, historyT
     var trimmedHistory = normalizeOptionalString(historyText);
     var historyBlock = trimmedHistory ? "\n\nConversation so far:\n".concat(trimmedHistory) : '';
     var toolBlock = toolResultText ? "\n\nTool Result:\n".concat(toolResultText) : '';
-    var instruction = '\n\nInstruction:\nNow answer the user. Do NOT output another MONGO_* directive. Output plain Markdown. Summarize first, then include a Markdown table.';
+    var instruction = '\n\nInstruction:\nNow answer the user. Do NOT output another REPORT_BUILDER_* directive. Output plain Markdown. Summarize first, then include a Markdown table.';
     return "System:\n".concat(AI_ASSISTANT_SYSTEM_PROMPT).concat(contextBlock).concat(historyBlock, "\n\nUser:\n").concat(message).concat(attachmentText || '').concat(toolBlock).concat(instruction).trim();
 }
 function buildAssistantToolFallbackResponse(result) {
@@ -3038,13 +3188,13 @@ function buildAssistantToolFallbackResponse(result) {
     return lines.join('\n').trim();
 }
 function buildAssistantDebugPayload(params) {
-    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w, _x, _y, _z, _0, _1, _2, _3;
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w, _x, _y, _z, _0, _1, _2, _3, _4;
     var notes = [];
     if (params.dataQuestion) {
         notes.push('Detected a data request; tool call required.');
     }
     if (params.directiveSource === 'forced') {
-        notes.push('Assistant response omitted a MONGO_* directive; ran a directive-only pass.');
+        notes.push('Assistant response omitted a REPORT_BUILDER_* directive; ran a directive-only pass.');
     }
     if ((_a = params.collectionOverride) === null || _a === void 0 ? void 0 : _a.to) {
         var from = params.collectionOverride.from ? "\"".concat(params.collectionOverride.from, "\"") : '(none)';
@@ -3139,19 +3289,24 @@ function buildAssistantDebugPayload(params) {
         var collection = fallbackInfo.chemicalLookup.collection ? " in ".concat(fallbackInfo.chemicalLookup.collection) : '';
         notes.push("Applied chemical lookup".concat(collection, "."));
     }
-    if ((_u = fallbackInfo === null || fallbackInfo === void 0 ? void 0 : fallbackInfo.reportFallback) === null || _u === void 0 ? void 0 : _u.used) {
+    if ((_u = fallbackInfo === null || fallbackInfo === void 0 ? void 0 : fallbackInfo.reportBuilderBridge) === null || _u === void 0 ? void 0 : _u.used) {
+        var from = fallbackInfo.reportBuilderBridge.from || 'unknown';
+        var to = fallbackInfo.reportBuilderBridge.to || 'unknown';
+        notes.push("Report builder bridge collection: ".concat(from, " -> ").concat(to, "."));
+    }
+    if ((_v = fallbackInfo === null || fallbackInfo === void 0 ? void 0 : fallbackInfo.reportFallback) === null || _v === void 0 ? void 0 : _v.used) {
         var from = fallbackInfo.reportFallback.from || 'report';
         var to = fallbackInfo.reportFallback.to || 'base';
         notes.push("Report fallback: ".concat(from, " -> ").concat(to, "."));
     }
-    if ((_v = fallbackInfo === null || fallbackInfo === void 0 ? void 0 : fallbackInfo.idLookup) === null || _v === void 0 ? void 0 : _v.used) {
+    if ((_w = fallbackInfo === null || fallbackInfo === void 0 ? void 0 : fallbackInfo.idLookup) === null || _w === void 0 ? void 0 : _w.used) {
         var field = fallbackInfo.idLookup.field || 'id';
         var strategy = fallbackInfo.idLookup.strategy || 'lookup';
         var collection = fallbackInfo.idLookup.collection ? " in ".concat(fallbackInfo.idLookup.collection) : '';
         var detail = fallbackInfo.idLookup.nameField ? " via ".concat(fallbackInfo.idLookup.nameField) : '';
         notes.push("Resolved ".concat(field, " by ").concat(strategy).concat(collection).concat(detail, "."));
     }
-    if ((_w = fallbackInfo === null || fallbackInfo === void 0 ? void 0 : fallbackInfo.idDisplayLookup) === null || _w === void 0 ? void 0 : _w.used) {
+    if ((_x = fallbackInfo === null || fallbackInfo === void 0 ? void 0 : fallbackInfo.idDisplayLookup) === null || _x === void 0 ? void 0 : _x.used) {
         var lookups = Array.isArray(fallbackInfo.idDisplayLookup.lookups)
             ? fallbackInfo.idDisplayLookup.lookups
             : [];
@@ -3162,7 +3317,7 @@ function buildAssistantDebugPayload(params) {
         notes.push(summary ? "Resolved id lookups for display: ".concat(summary, ".") : 'Resolved id lookups for display.');
     }
     if (params.toolError) {
-        var errorMessage = ((_x = params.toolError) === null || _x === void 0 ? void 0 : _x.message) || String(params.toolError || '');
+        var errorMessage = ((_y = params.toolError) === null || _y === void 0 ? void 0 : _y.message) || String(params.toolError || '');
         if (errorMessage) {
             notes.push("Tool error: ".concat(errorMessage));
         }
@@ -3183,13 +3338,13 @@ function buildAssistantDebugPayload(params) {
         collectionResolved: resolvedCollection || undefined,
         collectionMatched: matchedCollection,
         collectionCandidates: candidateCollections.length ? candidateCollections : undefined,
-        collectionScore: typeof ((_y = params.toolResponseDebug) === null || _y === void 0 ? void 0 : _y.collectionScore) === 'number'
+        collectionScore: typeof ((_z = params.toolResponseDebug) === null || _z === void 0 ? void 0 : _z.collectionScore) === 'number'
             ? params.toolResponseDebug.collectionScore
             : undefined,
-        query: ((_z = params.toolResponseDebug) === null || _z === void 0 ? void 0 : _z.query) || undefined,
-        pipeline: ((_0 = params.toolResponseDebug) === null || _0 === void 0 ? void 0 : _0.executedPipeline) || ((_1 = params.toolResponseDebug) === null || _1 === void 0 ? void 0 : _1.originalPipeline) || undefined,
-        options: ((_2 = params.toolResponseDebug) === null || _2 === void 0 ? void 0 : _2.options) || undefined,
-        fallbacks: ((_3 = params.toolResponseDebug) === null || _3 === void 0 ? void 0 : _3.fallbacks) || undefined,
+        query: ((_0 = params.toolResponseDebug) === null || _0 === void 0 ? void 0 : _0.query) || undefined,
+        pipeline: ((_1 = params.toolResponseDebug) === null || _1 === void 0 ? void 0 : _1.executedPipeline) || ((_2 = params.toolResponseDebug) === null || _2 === void 0 ? void 0 : _2.originalPipeline) || undefined,
+        options: ((_3 = params.toolResponseDebug) === null || _3 === void 0 ? void 0 : _3.options) || undefined,
+        fallbacks: ((_4 = params.toolResponseDebug) === null || _4 === void 0 ? void 0 : _4.fallbacks) || undefined,
         notes: notes
     };
     if (params.trace && typeof params.trace === 'object') {
@@ -3222,6 +3377,9 @@ function buildAssistantToolErrorMessage(error, directive, request) {
     if (normalized.includes('database access denied')) {
         return "Database access is restricted for that request. ".concat(routeLine);
     }
+    if (normalized.includes('report builder bridge') && normalized.includes('not configured')) {
+        return "That dataset is not configured for report builder access yet. ".concat(routeLine);
+    }
     if (normalized.includes('collection is required')) {
         return 'I need a valid collection to read from. Please specify which screen or dataset you want.';
     }
@@ -4916,30 +5074,30 @@ function ensureAssistantReadAccess(context, permissionView, collection) {
                 case 0:
                     idUser = context === null || context === void 0 ? void 0 : context.id_user;
                     if (!idUser) {
-                        throw new Error('AI assistant mongo read: Unauthorized.');
+                        throw new Error('AI assistant report builder bridge: Unauthorized.');
                     }
                     return [4 /*yield*/, user_collection_1.Users.findById(idUser)];
                 case 1:
                     user = _b.sent();
                     if (!user) {
-                        throw new Error('AI assistant mongo read: Unauthorized.');
+                        throw new Error('AI assistant report builder bridge: Unauthorized.');
                     }
                     isSuperAdmin = !!((_a = user === null || user === void 0 ? void 0 : user.roles) === null || _a === void 0 ? void 0 : _a.super_admin);
                     normalizedPermission = normalizeOptionalString(permissionView);
                     if (!isSuperAdmin) {
                         if (!normalizedPermission) {
-                            throw new Error('AI assistant mongo read: Permission scope required.');
+                            throw new Error('AI assistant report builder bridge: Permission scope required.');
                         }
                         if (!userHasViewPermission(user, normalizedPermission)) {
-                            throw new Error('AI assistant mongo read: Access denied.');
+                            throw new Error('AI assistant report builder bridge: Access denied.');
                         }
                         normalizedCollection = normalizeOptionalString(collection);
                         if (normalizedCollection && requiresInvoicePermission(normalizedCollection) && !userHasInvoiceAccess(user)) {
-                            throw new Error('AI assistant mongo read: Access denied.');
+                            throw new Error('AI assistant report builder bridge: Access denied.');
                         }
                     }
                     else if (normalizedPermission && !userHasViewPermission(user, normalizedPermission)) {
-                        throw new Error('AI assistant mongo read: Access denied.');
+                        throw new Error('AI assistant report builder bridge: Access denied.');
                     }
                     return [2 /*return*/, { user: user, isSuperAdmin: isSuperAdmin }];
             }
@@ -4951,17 +5109,17 @@ function resolveAssistantDatabaseName(database, mongoConfig) {
     var defaultDb = normalizeOptionalString(mongoConfig === null || mongoConfig === void 0 ? void 0 : mongoConfig.database) || ((_a = resolveio_server_app_1.ResolveIOServer.getServerConfig()) === null || _a === void 0 ? void 0 : _a.DATABASE) || '';
     var dbName = normalizeOptionalString(database) || defaultDb;
     if (!dbName) {
-        throw new Error('AI assistant mongo read: Database is required.');
+        throw new Error('AI assistant report builder bridge: Database is required.');
     }
     var allowedFromConfig = Array.isArray(mongoConfig === null || mongoConfig === void 0 ? void 0 : mongoConfig.databases)
         ? mongoConfig === null || mongoConfig === void 0 ? void 0 : mongoConfig.databases.map(function (value) { return normalizeOptionalString(value); }).filter(Boolean)
         : [];
     if (allowedFromConfig.length && !allowedFromConfig.includes(dbName)) {
-        throw new Error('AI assistant mongo read: Database access denied.');
+        throw new Error('AI assistant report builder bridge: Database access denied.');
     }
     var allowedDatabases = ((_b = resolveio_server_app_1.ResolveIOServer.getMongoManager()) === null || _b === void 0 ? void 0 : _b.getWatchedDatabases()) || [];
     if (allowedDatabases.length && !allowedDatabases.includes(dbName)) {
-        throw new Error('AI assistant mongo read: Database access denied.');
+        throw new Error('AI assistant report builder bridge: Database access denied.');
     }
     return dbName;
 }
@@ -6806,7 +6964,7 @@ function replaceAggregateDateField(pipeline, fromField, toField) {
 function normalizeMongoQuery(query) {
     var normalized = query && typeof query === 'object' ? query : {};
     if (containsForbiddenMongoOperators(normalized)) {
-        throw new Error('AI assistant mongo read: Query contains restricted operators.');
+        throw new Error('AI assistant report builder bridge: Query contains restricted operators.');
     }
     var rewritten = rewriteEmbeddedMatchObjects(normalized);
     return applyAssistantNameRegexToQuery(rewritten);
@@ -7073,9 +7231,33 @@ function expandAssistantTermSynonyms(text) {
     });
     return { expanded: expanded, matches: matches };
 }
+function listAssistantReportBuilderCollectionsFromManager() {
+    var _a;
+    var manager = (_a = resolveio_server_app_1.ResolveIOServer.getMongoManager) === null || _a === void 0 ? void 0 : _a.call(resolveio_server_app_1.ResolveIOServer);
+    var collectionModels = manager && typeof manager.collections === 'function'
+        ? manager.collections()
+        : [];
+    if (!Array.isArray(collectionModels) || !collectionModels.length) {
+        return [];
+    }
+    var seen = new Set();
+    var names = [];
+    collectionModels.forEach(function (model) {
+        if (!(model === null || model === void 0 ? void 0 : model.useRB)) {
+            return;
+        }
+        var name = normalizeOptionalString(model === null || model === void 0 ? void 0 : model.collectionName);
+        if (!name || seen.has(name)) {
+            return;
+        }
+        seen.add(name);
+        names.push(name);
+    });
+    return names;
+}
 function listAssistantCollections(db, dbName) {
     return __awaiter(this, void 0, void 0, function () {
-        var cacheKey, cached, now, collections, names, _a;
+        var cacheKey, cached, now, reportBuilderCollections, collections, names, _a;
         return __generator(this, function (_b) {
             switch (_b.label) {
                 case 0:
@@ -7085,6 +7267,11 @@ function listAssistantCollections(db, dbName) {
                     if (cached && now - cached.updatedAt < AI_ASSISTANT_COLLECTION_CACHE_TTL_MS) {
                         return [2 /*return*/, cached.names];
                     }
+                    reportBuilderCollections = listAssistantReportBuilderCollectionsFromManager().sort(function (a, b) { return a.localeCompare(b); });
+                    if (reportBuilderCollections.length) {
+                        AI_ASSISTANT_COLLECTION_CACHE.set(cacheKey, { names: reportBuilderCollections, updatedAt: now });
+                        return [2 /*return*/, reportBuilderCollections];
+                    }
                     _b.label = 1;
                 case 1:
                     _b.trys.push([1, 3, , 4]);
@@ -7491,6 +7678,36 @@ function resolveAssistantCollectionName(db, dbName, requested) {
         });
     });
 }
+function resolveAssistantReportBuilderBridgeCollection(collection) {
+    var _a;
+    var normalized = normalizeOptionalString(collection);
+    if (!normalized) {
+        throw new Error('AI assistant report builder bridge: Collection is required.');
+    }
+    var manager = (_a = resolveio_server_app_1.ResolveIOServer.getMongoManager) === null || _a === void 0 ? void 0 : _a.call(resolveio_server_app_1.ResolveIOServer);
+    if (!manager || typeof manager.collection !== 'function') {
+        throw new Error('AI assistant report builder bridge: Mongo manager unavailable.');
+    }
+    var directModel = manager.collection(normalized);
+    if (directModel === null || directModel === void 0 ? void 0 : directModel.useRB) {
+        return { collection: normalized };
+    }
+    var base = stripVersionSuffix(normalized.startsWith('report-') ? normalized.slice('report-'.length) : normalized);
+    var reportCandidate = base ? "report-".concat(base) : '';
+    if (reportCandidate && reportCandidate !== normalized) {
+        var reportModel = manager.collection(reportCandidate);
+        if (reportModel === null || reportModel === void 0 ? void 0 : reportModel.useRB) {
+            return { collection: reportCandidate, fallbackFrom: normalized };
+        }
+    }
+    if (base && base !== normalized) {
+        var baseModel = manager.collection(base);
+        if (baseModel === null || baseModel === void 0 ? void 0 : baseModel.useRB) {
+            return { collection: base, fallbackFrom: normalized };
+        }
+    }
+    throw new Error('AI assistant report builder bridge: Collection is not configured for report builder.');
+}
 function findQueryDateField(query) {
     var e_22, _a, e_23, _b;
     if (!query || typeof query !== 'object') {
@@ -8555,7 +8772,7 @@ function buildAssistantCodexDirectivePrompt(message, attachmentText, historyText
     var contextBlock = trimmedContext ? "\n\nContext:\n".concat(trimmedContext) : '';
     var trimmedHistory = normalizeOptionalString(historyText);
     var historyBlock = trimmedHistory ? "\n\nConversation so far:\n".concat(trimmedHistory) : '';
-    var instruction = '\n\nInstruction:\nReturn ONLY a single MONGO_READ or MONGO_AGG directive line. Do not include any other text.';
+    var instruction = '\n\nInstruction:\nReturn ONLY a single REPORT_BUILDER_READ or REPORT_BUILDER_AGG directive line. Do not include any other text.';
     return "System:\n".concat(AI_ASSISTANT_SYSTEM_PROMPT).concat(contextBlock).concat(historyBlock, "\n\nUser:\n").concat(message).concat(attachmentText || '').concat(instruction).trim();
 }
 function buildAssistantCodexPrompt(message, attachmentText, historyText, contextText) {