@terreno/mcp 57.8.0 → 57.10.1

package/src/docs/versioned/next/explanation/agent-ui-asks.md

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+# Agent UI Asks
+
+An ask lets an agent stop in the middle of a turn, ask the user a typed question inside the chat,
+and continue with the answer as a tool result. This page explains why asks are client-side tool
+calls on the existing chat stream, how one round trip works, how a watch or another small client
+answers them, and how asks and Agent UI Blocks divide the work. Fields, limits, events, and error
+codes are in the [reference](../reference/agent-ui-asks.md).
+
+Asks ship today as five kinds: `choice`, to pick one option or several with an optional answer
+of the user's own (Other), `confirm`, to approve or deny one action, `markdown`, to edit a draft
+the agent wrote and send it back, `form`, to fill in a few typed fields at once, and `files`, to
+send images or documents the agent reads in the same turn. The chat asks
+on `POST /gpt/prompt` and shows asks in `GPTChat`. Watches and other small clients answer
+select-one choices and confirms on two JSON endpoints with the compact surface, and can approve a
+markdown draft or submit a form's defaults as is. A host tool can also require an approval that
+the server enforces, shown as a `confirm`. The sandboxed HTML block and the `callout`, `image`,
+and `details` display blocks follow the
+[implementation plan](https://github.com/TerrenoLabs/terreno/blob/master/docs/implementationPlans/agent-ui-asks.md).
+
+## The problem
+
+Agents often need one decision before they can go on: which plan, which record, whether to
+proceed. In plain chat the agent asks in prose and the user types a reply. The agent then parses
+free text that may not match any option, nothing ties the reply to the question, and nothing stops
+the user from answering with something that was never offered.
+
+## Why client-side tool calls
+
+Each ask kind is an AI SDK tool, such as `ask_choice`, with a Zod input schema, an output schema,
+and no `execute` function. Most of the design follows from that choice:
+
+- **The model is held to the schema.** Provider function calling makes the model write a JSON
+  object for the tool, and the AI SDK checks it against the Zod schema. An invalid ask goes back
+  to the model as a tool error it can fix in its next step. It never reaches the user.
+- **The turn pauses by itself.** A tool without `execute` ends the AI SDK step loop, so the
+  server needs no waiting state inside the model call. It saves the paused turn and ends the
+  stream.
+- **The answer is tied to the question.** The tool call id is the key. The answer names it, and
+  the server accepts an answer only for the ask the conversation waits on.
+- **The model already knows how to read the answer.** It comes back as the tool's result, which
+  every provider represents natively, so no prompt wording has to explain what the user chose.
+
+This is the same pattern as AI SDK client-side tools, AG-UI interrupts, and CopilotKit
+human-in-the-loop. The answer envelope (`accept`, `decline`, `cancel`) is the MCP elicitation
+shape.
+
+Other approaches were rejected:
+
+| Approach | Why not |
+| --- | --- |
+| Move the chat to the AI SDK `useChat` UI message stream | Rewrites the SSE contract every host parses, and the history storage |
+| Form blocks inside the reply document, like Slack Block Kit inputs | Values come back as user text with nothing tying them to a question, and they need blocks turned on |
+| Interactive HTML mini-apps, like MCP Apps | No React Native host exists, and they open the widest phishing and data-leak surface |
+
+## One round trip
+
+1. **Ask.** The model calls `ask_choice` with a prompt and options. The AI SDK checks the input;
+   an invalid ask goes back to the model as a tool error.
+2. **Pause.** The step loop ends. The server derives the ask's simple card and saves the paused
+   turn on the history as `pendingAsk`, including the AI SDK messages the turn produced. It adds a
+   row for the ask with status `pending`, then sends `{ask}` with the conversation's `historyId`
+   and `{done}` with `pendingAsk`. Because `{ask}` names the conversation, a client can answer a
+   new chat's ask before `{done}` arrives.
+3. **Answer.** The client shows the ask and posts the answer with the ask's tool call id to
+   `POST /gpt/prompt`.
+4. **Check.** The server confirms the history belongs to the caller (403), that this is the ask
+   it waits on (409), and that the answer fits the ask (400, and the model is not called).
+5. **Resume.** One atomic update stores the answer row, marks the ask answered, and clears
+   `pendingAsk`. The server replays the saved messages with the answer as the tool result and
+   streams the rest of the turn, starting with `{askResolved}`.
+
+The server replays the saved messages instead of rebuilding them from history rows because the AI
+SDK messages carry provider metadata, such as Gemini thought signatures, that the rows do not
+keep. Replaying them resumes the exact turn the provider started. In later turns, the history goes
+through `buildMessages`, which keeps each ask and its answer so the model remembers what it asked
+and what the user chose. Host tool rows stay out of the model's messages, as before.
+
+The update is atomic because two answers to one ask, from a double tap or two devices, must resume
+the turn once. It matches on the pending ask's tool call id, so the second answer finds nothing to
+update and gets 409.
+
+The answer stays stored even when the model call that continues the turn fails. The user did
+answer, so the next message continues from the ask and its answer instead of asking again. Any
+turn that fails after its stream starts still ends with `{error}` then `{done}` and saves what the
+user saw, so a client always learns the turn ended and which conversation holds it.
+
+## One ask at a time
+
+A conversation waits on at most one ask. When the model asks twice in one step, the first ask
+pauses the turn and the others are answered with `cancel` and the reason `one_ask_at_a_time`,
+which the model sees when the turn resumes. Two turns on one conversation, say from two open tabs,
+follow the same rule. Setting the pending ask is a conditional update, so the ask saved first
+keeps waiting and the other turn's ask gets the same `cancel` instead of overwriting it.
+
+The user is never stuck behind a question. Typing a message instead of answering records `cancel`
+with the reason `user_sent_message`, then adds the message. The model sees both and can respond to
+what the user actually said. A message is never refused because its ask is gone: when another tab
+answered the ask first, the message goes ahead on the conversation as that answer left it. Only an
+answer can be stale, so only an answer gets 409.
+
+Turns never write back a whole copy of the conversation. Each turn appends its rows with one
+atomic update when it ends, and ratings set one field, so two turns or a rating racing a turn
+cannot drop each other's rows. A paused turn remembers how many rows come before and include its
+own user message, and its resume replays exactly those.
+
+## Approvals the server enforces
+
+`ask_confirm` works only when the model remembers to call it. A prompt injection, or a model that
+skips the step, can still call a destructive tool directly. So a host tool can set the AI SDK's
+`needsApproval: true`, and the server, not the model, makes the confirm.
+
+When the model calls such a tool, the AI SDK stops before `execute` and emits a
+`tool-approval-request`. The server turns it into a `confirm` ask with `origin: "approval"` and
+pauses the turn exactly as for a model ask: same pending slot, same simple card, same answers
+through `/gpt/prompt` and `turn`. The answer becomes the SDK's `tool-approval-response`. On
+resume the SDK runs the tool once when approved, or gives the model a denial when not, so the
+tool's own code never has to check.
+
+The approval uses the one pending slot rather than a second one. A client then has one question
+to show and one way to answer, and a watch needs no new card type. When a step holds a model ask
+and an approval, or two approvals, the first pauses the turn and each other approval is denied
+with `one_ask_at_a_time`. The model sees the denial and can ask again in its next turn.
+
+The host words the card with `asks.approvals`, because only the host knows what a call changes.
+The default, "Allow <toolName>?" with the tool's description, is safe but vague, so a
+destructive tool should name the effect and set `destructive: true`.
+
+Approval rows are for display. Later turns do not replay them, just as they do not replay host
+tool rows: the model's memory of the call is what it wrote in its reply.
+
+## Strict by design
+
+Every ask kind is a strict schema with hard limits. The limits live in one constant,
+`ASK_LIMITS`, which the schemas, the system prompt section, the tests, and a doc-parity test all
+read. The model can only ask for controls a client can render, and the user can only send answers
+the ask allows. The same pure validators run on the server and in clients, so a client can enable
+Submit exactly when the server will accept the answer.
+
+## Simple cards
+
+Every ask comes with a simple card: short text and at most three buttons, each holding the exact
+answer it sends. A client that knows nothing about ask kinds, such as a watch, a notification, or
+a chat bot, can render the card and answer with one tap by sending back the tapped button's answer.
+When the buttons cannot show every option the ask offers, the card sets `handoff` so the client
+can send the user to the full app. A card with a button for every option does not set it, even
+when Skip is left out to make room.
+
+The server derives the card once, when the ask is made, and stores it with the pending ask. A card
+already on a screen never changes, even if the derivation rules change later.
+
+Each button carries its exact answer, not a label for the client to turn into one. A client that
+knows no ask kinds cannot build a valid answer: it would need each kind's answer shape and rules.
+With the answer on the button, those rules stay on the server, and a test checks that every
+button's answer passes `validateAskResponse` for its ask. A client can also send only the pressed
+button's `id`. The server looks the id up on the card it stored and answers with that button's
+answer, so a client that sends only ids cannot send an answer the card did not offer.
+
+## In the chat
+
+`GPTChat` shows an ask where the model asked it: the ask's tool call row becomes an `AskCard` in
+the transcript, and the continuation streams in below it. The host still owns the network.
+`GPTChat` calls `onAskSubmit`, and the host posts the answer and reads the continuation with the
+same stream reader it uses for prompts. An answer the server rejects comes back to the card as
+`askErrors`, next to the control that caused it.
+
+A `choice` whose options all fit its simple card renders as that card's buttons, and a tap answers.
+A phone then shows the same buttons a watch would, and the most common ask, two or three short
+options, takes one tap. Longer lists get radio buttons or a searchable select with Submit.
+
+A `select: "many"` choice renders as checkboxes with Submit, because one tap cannot pick several.
+Its Other field lets the user answer with something the agent did not list, without leaving the
+ask for free text: the answer still names the offered ids in `selected`, and only the typed part
+is in `other`. Other counts as one choice against `maxSelected`, so "pick up to three" means three
+things in total, however the user picks them. Other is offered only with `"many"`; an agent that
+wants "one option or your own" asks `"many"` with `maxSelected: 1`, so every ask with free text
+goes through the same control and the same count rule. On a small screen a many-select card can
+offer only its suggested set and Skip, so it always hands off, and the compact surface does not
+offer `"many"` at all.
+
+A `confirm` guards one action the agent is about to take, such as deleting data or sending a
+message for the user. Its answer is `{confirmed: true}` or `{confirmed: false}`, so "no" is a real
+answer the agent must respect, not a skip: deny is the second button, and Skip appears only when
+the ask sets `allowDecline`. The card shows the simple card's two buttons in the same order on a
+phone and a watch, approve first and deny last. A `destructive` ask draws the approve button in
+the destructive style, and a watch never makes it the Double Tap button, so a gesture cannot
+approve an action that cannot be undone. The confirm is a pause in the turn, not a lock: the host's
+tool should still check that the action is allowed.
+
+A `markdown` ask hands the user a draft, such as an announcement or an email, in a markdown editor
+with a preview. It is one round trip, not a shared document: the user edits and sends the text
+back, and the agent continues with it. The answer carries `changed`, and the server checks it
+against the text, so `changed: false` reliably means "approved as is" and the agent need not diff
+the text itself. Editing needs a keyboard and room, so the compact surface never offers `markdown`.
+A watch still sees a markdown ask the phone's chat made: its card offers Approve draft, when the
+draft already meets the length rules, and Cancel, and it always hands off to the phone. A long
+answer collapses to a preview in the transcript, so one draft does not push the conversation out
+of view.
+
+A `form` asks for several values in one step, such as the details for an invoice, instead of a
+string of questions. Its fields are flat and typed, and the same rules check a default when the
+ask is made and a value when the answer arrives, so the agent never receives a value its own form
+would reject and never offers a default the user could not send back. Blank means unanswered.
+Dates travel as ISO strings in fixed shapes (`YYYY-MM-DD`, 24-hour `HH:mm`, and datetimes with an
+offset) so the agent never has to guess a time zone. Each error names its field
+(`content.values.<id>`), so the card shows it where the user can fix it. A small screen cannot
+fill in fields, so the compact surface never offers `form`; a watch can still send the defaults
+when every required field has one, and otherwise hands off to the phone.
+
+A `files` ask gets the user's files to the model as the model's own input types: images as image
+parts, PDFs as file parts, and text, CSV, and JSON as text cut at 100 KB. The declared type is not
+trusted. The server reads the bytes and rejects a file whose bytes are another type, so a renamed
+file cannot reach the model as something it is not. Files travel as uploads when the host has
+file storage and as data URLs when it does not, so an app without a bucket still works. Either
+way the history keeps only each file's name, type, and size: the bytes reach the model once, on
+the answering turn, and a long conversation does not grow by the size of its files. Picking files
+needs a phone or a computer, so the compact surface never offers `files`.
+
+After an ask ends, the card collapses to one line, such as "You chose: Team" or "You declined:
+Keep them". A long conversation
+then reads as a record of what the agent asked and what the user decided. The answer's
+`tool-result` row stays in the message list but is hidden. Ratings address messages by their index
+in the stored rows, so the client keeps one message per row, and after a reload the summary reads
+the answer from that row.
+
+A pending ask takes focus when it appears, so keyboard and screen reader users land on the question
+instead of hunting for it.
+
+## Small screens and the watch
+
+A watch shows about three short buttons. A full `choice` can offer 50 options, and on a watch its
+card can only hand off to the phone. So a small client says where the user is with
+`surface: "compact"`, and the server narrows what the agent may ask on that turn: a `choice`
+with `select: "one"` and 2–3 options whose labels fit a button uncut and differ from each other,
+or a `confirm`, whose two labels already fit. Every card made on a
+compact turn can be answered from the watch, and the system prompt asks for replies of at most two
+short sentences. The narrowing is in the tool's input schema, not only in the prompt, so the model
+cannot ask what the watch cannot show. A compact ask that breaks the rules goes back to the model
+as a tool error, like any invalid ask.
+
+The surface belongs to a turn, not to the conversation. One conversation can start in the phone's
+chat and continue on the watch, and each turn gets the rules of the screen it was sent from.
+
+A watch app, a notification action, or a chat bot wants to send one request and read one
+response, not a server-sent event stream. The `turn` action runs the same turn as `/gpt/prompt`,
+through the same turn runner, and collects its events into one JSON result. Both save the same
+rows, so the phone's chat shows what was answered on the watch. The turn keeps running when the
+client disconnects, which matters on a watch, where the system can suspend the app mid-request.
+The turn is saved, and the client reads the reply or the next ask later. `pendingAsks` lists what
+waits on the user across every conversation, so a watch can show it without opening each one.
+
+How an Apple Watch can plug in:
+
+| Path | What it needs | Status |
+| --- | --- | --- |
+| SwiftUI watch app | A native watchOS target, because React Native does not run on watchOS. `@bacons/apple-targets` adds one to an Expo app. The phone hands the session token over WatchConnectivity, and the app calls the two endpoints with `URLSession`, always with `surface: "compact"`. The [how-to](../how-to/agent-ui-asks.md#answer-asks-from-an-apple-watch-or-another-small-client) sketches one. | Protocol ready; a sample app is Future Work |
+| Actionable push, no watch app | iOS forwards iPhone notifications with up to 4 action buttons to the watch. It needs `categoryId` on comms push, `data` on `notify()`, templated categories (iOS fixes action labels when the app registers a category), actions that do not open the app, a small native iOS handler (expo-notifications completes before a JavaScript `fetch` finishes), and a one-time action token per ask. | Future Work |
+
+Other follow-ups: finishing long turns in a `@terreno/jobs` background job, so a headless answer
+returns at once instead of waiting for the agent, and Wear OS.
+
+## Asks and blocks
+
+Asks and [UI blocks](agent-ui-blocks.md) split the work by where the
+result goes. Body components are Phase 5 of the asks plan; the design record remains
+[agent-ui-blocks](../implementationPlans/agent-ui-blocks.md).
+
+| Need | Mechanism |
+| --- | --- |
+| Show data, such as a chart, table, or metric | A block in the reply |
+| Suggest a follow-up message | A block button that sends a reply |
+| Run host code, such as an export | A block button with a host callback |
+| Get an answer the agent needs to continue | An ask: tool call, pause, answer, resume |
+| Answer from a watch or another small client | The ask's simple card, through `pendingAsks` and `turn` |
+
+Blocks display, and their buttons start something new: a message or host code. Asks collect, and
+their answer goes back to the agent as the result of the call that asked. An ask's `prompt` is
+plain text, so an ask cannot show a chart or table above its control yet. Both live in
+`@terreno/blocks`, which holds the schemas for what the agent can show and ask.
+
+## Trust boundaries
+
+- **Only the server writes the paused turn.** The saved messages are replayed to the model
+  verbatim, so a client must not be able to plant or edit them. The history REST API drops
+  `pendingAsk` from create and update bodies, and the answer a client sends is only the envelope,
+  checked against the stored ask.
+- **A button id answers only with the stored card.** The server resolves `buttonId` on the card
+  it saved when the ask was made. An id that is not on the card gets 400 `UNKNOWN_BUTTON`, and the
+  ask stays pending.
+- **A client can only answer an approval, never make one.** The approval request and the
+  `tool-approval-response` live only in the server's stored messages. A client sends the answer
+  envelope for the pending ask's `toolCallId`, and the server builds the response for the
+  `approvalId` it stored. A crafted approval response in the body gets 400, and another tool
+  call's id gets 409.
+- **A turn speaks as the conversation's owner.** Only the owner can send a `turn`. An admin gets
+  403, because the model would read the admin's message or answer as the owner's.
+- **Asks do not collect secrets.** The system prompt tells the model never to ask for passwords,
+  payment card numbers, API keys, or other secrets.
+- **HTML is display-only and opt-in.** An `html` block can be used for XSS, phishing, exfiltration, or clickjacking if it runs as part of the host page. The server allows it only when `uiBlocks.html` is on, strips scripts, event handlers, forms, frames, `meta`/`base`/`link`, anchor `href`s, and every URL except `data:image`, then stores that cleaned document. The client draws it in a sandboxed frame with no JavaScript and no navigation, labeled as an agent-generated preview, and only after the reply has finished.
+- **Image hosts are an allowlist.** An `image` block can leak conversation data by requesting a URL the model chooses. `data:image` URLs and `file:` refs are always allowed. An `https` URL loads only when its hostname is in `uiBlocks.imageHosts`. The default list is empty, so a hostile prompt cannot point the image at a server the app did not name.

package/src/docs/versioned/next/explanation/agent-ui-blocks.md

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+# Agent UI blocks
+
+When a chat turns UI blocks on, the assistant reply is one YAML document of Terreno
+components, not free HTML or JSX. This page explains why the catalog is closed and why the
+whole reply is the document. Field tables and error codes are in the
+[reference](../reference/blocks.md). Asks, which return a typed answer to the agent, stay
+in [Agent UI Asks](agent-ui-asks.md).
+
+The design record is
+[agent-ui-blocks.md](../implementationPlans/agent-ui-blocks.md). Pick executes that work as
+Phase 5 of [Agent UI Asks](../implementationPlans/agent-ui-asks.md).
+
+## Why a closed catalog
+
+An agent that can emit arbitrary components can also emit styles, scripts, and layout the
+app theme does not own. The catalog is the list of `@terreno/ui` components the chat can
+paint: heading, text, metric, badge, divider, context, chart, table, actions, and the two
+layout blocks `columns` and `card`. Unknown
+keys and unknown block types fail validation, so a reply cannot smuggle a `style` object
+or a hex color.
+
+The same pure functions run wherever a document is checked. `parseBlocks` and
+`validateBlocks` live in `@terreno/blocks`, which has no React and no Express. The renderer
+and the chat route will call them; they do not grow a second grammar.
+
+## Why the whole reply is YAML
+
+The document is the reply. There is no prose before it and no fenced block inside
+markdown. A leading or trailing fence is stripped so a model that adds one still parses.
+JSON is accepted because it is a YAML 1.2 subset and is what a structured-output call
+emits.
+
+Key order is `v`, then `datasets`, then `blocks`. Datasets come first so a streaming
+renderer can know the data before the first block. `parseBlocksPartial` returns the
+top-level blocks that have already finished and marks the cut tail pending. The finished
+document is still checked with `validateBlocks`.
+
+Text in the same step as a tool call is not the reply, except when that text is a block document and no later step has text. An actions block that left off `id` receives one before storage, and the chat is sent the corrected document.
+
+A reply that is not a mapping with `v` is not a document. The chat can still show it:
+`wrapAsTextDocument` turns the raw text into one `text` block. The error
+`NOT_A_DOCUMENT` is how the caller tells that case apart from a document that failed a
+field check.
+
+YAML anchors, aliases, and explicit tags are rejected. They let one node stand in for
+another, which makes a small document able to expand in ways the limits cannot see.
+
+## Ownership
+
+| Layer | Owns |
+| --- | --- |
+| `@terreno/blocks` | Schema, parse, partial parse, validate, JSON Schema, prompt section, CLI, limits, error codes |
+| `@terreno/ui` | `BlocksView` for heading, text, metric, badge, divider, context, chart, table, actions, columns, and card. A select action changes the target chart or table dataset in that view. A segmented control starts on the option that matches that dataset. A callback stays disabled when `hostActions` is set and does not include its name. `GPTChat` `uiBlocks` renders assistant messages through `BlocksView`, including a spinner while the reply is still streaming. A `file:` image stays as alt text until `resolveImage` returns a URL. |
+| `@terreno/ai` | When `uiBlocks` is on: the chat system prompt, the post-stream `{blocks}` check, `AIDataset` storage, and `POST /gpt/actions`. `AIService.generateBlocks` returns one validated document outside a chat turn. |
+
+Asks use the same package under `src/asks/`. A block shows something. An ask collects an
+answer and returns it to the agent.
+
+A callback button is the Block Kit `block_actions` path. The document names the callback.
+The host owns the code.
+
+| | Block Kit | Terreno |
+| --- | --- | --- |
+| Who runs the click | Slack posts `block_actions` to the app | The client posts `POST /gpt/actions` |
+| Payload check | The app trusts the platform body | The host Zod schema runs before the handler |
+| What comes back | `chat.update` replaces the message | `{replace, blocks}` replaces the block, or `{text}` appends a message |
+| Time limit | The platform's request window | 10 seconds, then 504 |

package/src/docs/versioned/next/explanation/ai-observability.md

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+# AI observability
+
+Terreno ships Langfuse-like prompt versioning, nested traces, evaluators, datasets, experiments, and a local human review queue **inside `@terreno/ai`**, with operator UI in **`admin-frontend` only**.
+
+## Why not Langfuse-only
+
+Apps must iterate prompts without a required vendor account. `LangfuseApp` stays a second plugin. Traces and scores **fan out** to every registered sink (local Mongo, Langfuse, OTLP/OpenInference). Prompts, datasets, experiments, and the review queue have **one writer** each (a primary). The review queue is **local-only**.
+
+That split is the two planes:
+
+| Plane | Write | Admin read |
+| --- | --- | --- |
+| Telemetry (traces, scores) | All sinks, best-effort | Local if the local plugin is on, else Langfuse |
+| Control (prompts, datasets, experiments, queue) | One primary per capability | That primary |
+
+`experiments.primary` must equal `datasets.primary`. Defaults are all `local`.
+
+`ObservabilityApp` fails boot (constructor throws) when:
+
+| Error | Cause |
+| --- | --- |
+| `experiments.primary must equal datasets.primary` | Mixed dataset/experiment writers |
+| `reviewQueue.primary must be local` | `reviewQueue` set to `langfuse` |
+| `<capability> primary "<id>" has no plugin` | No registered plugin with that `id`, capability, and store |
+
+Telemetry sinks still fan out even when a control primary is local-only.
+
+Admin chrome lives in `admin-frontend`. One sidebar group **AI Observability** holds Prompts,
+Traces, Evaluators, Datasets, Experiments, and Review (Review is omitted when the local plugin is
+off). Existing **AI Requests** stays under **Screens**. Every observability screen shows
+breadcrumbs `Admin / AI Observability / <Section> / <leaf>` and a status chip from
+`GET /ai/observability/status`. Prompt detail is a hub (Overview, Versions, Traces, Experiments);
+versions are immutable in admin (`Save as vN+1`); apps never inline the string.
+
+## Why this shape for product work
+
+Flourish AI features follow an 8-step loop: gold dataset → labels → prompt versions → evaluators → experiments with gates → `production` label → live traces and in-app feedback → weak traces back into the dataset.
+
+That loop is the product requirement, not an optional dashboard. Operator steps: [Develop an AI feature](../how-to/ai-feature-development.md). Registration and env: [Observe LLM calls](../how-to/observe-llm-calls.md). Models and routes: [AI reference](../reference/ai.md). Design lock: [implementation plan](../implementationPlans/ai-observability.md).
+
+## RBAC (domain-neutral)
+
+Observability HTTP routes use Terreno RBAC resources (`aiPrompt`, `aiTrace`, `aiReview`,
+`aiDataset`, `aiExperiment`, `aiEvaluator`) instead of domain-specific approval vocabulary.
+Pass the same `accessControl` instance on `ObservabilityApp` and `AdminApp` so
+`GET /ai/observability/status` permissions match `/admin/config` screen filtering. Admin widgets
+hide write controls from status flags (fail closed while status is loading or errored). Seeded
+`admin` receives every observability action; `auditor` receives `list` and
+`read` on each observability resource through the read-only sentinel (but not `admin:access` —
+pair auditor with a shell grant in a composed consumer role); `superadmin` receives `*`. Existing
+customized `admin` and `auditor` roles gain only missing observability actions on re-seed. Legacy
+`user.admin` remains a full-access fallback when RBAC is enabled. See
+[API reference](../reference/api.md#ai-observability-rbac). The example backend registers
+`accessControl: access` on `ObservabilityApp` and seeds optional `aiObservabilityViewer` and
+`aiObservabilityOperator` roles (not auto-assigned) in `example-backend/src/rbacRoles.ts`.
+
+`AIRequest` remains the cheap per-call log. Observability traces are the nested, scored, user/session/cost record used in the SOP.
+
+## Prompt hub relationships (phase 4)
+
+Prompts may carry an optional domain-neutral `description` (folder semantics stay consumer-defined). `GET /ai/observability/prompts/:name` composes bounded recent **traces** and **experiments** for that prompt name so the admin hub does not scan full trace or experiment lists on the client. Trace evidence is version-aware: list filters accept `prompt` plus optional `promptVersion`, and relationship trace rows include the matching `promptVersion` from `ObsTrace.prompts[]`. The same optional positive integer `promptVersion` on prompt detail filters hub traces with `$elemMatch` on `prompts` (name and version). Omit it to keep the unfiltered prompt-name match. Invalid or non-positive versions return **400**. Experiment relationships filter server-side by `promptName` on `GET /ai/observability/experiments?promptName=…` (omit or pass an empty value for no filter). The experiment list endpoint returns summary rows without per-item hydration; use experiment detail for full item results. Reading relationships uses the same `aiPrompt:read` grant as prompt detail.
+
+## Phase 1 reference loop
+
+The example backend always registers the local plugin. Its idempotent seed creates
+`examples/example-summarize` with production on v1 and an experimental v2, the human
+`correctness-human` evaluator, the automatic `schema-assert` evaluator, and a two-item
+`example-gold` dataset. It also creates `chat-safety-synthetic`, a proofread set of
+two-person chats for routing, toxicity, privacy, and dismissive-reply experiments.
+This makes the review and experiment loops walkable without Langfuse:
+resolve the production prompt → emit a trace → inspect spans and sensitive I/O → send the
+trace to Review → record a human score.
+
+The example frontend supplies that first step from real product usage: **Todos → Summarize**
+calls `/ai/example-summarize`, which resolves `example-summarize` by name and `production`
+label server-side. Prompt selection stays on the server, while the client only contributes
+identity (`x-ai-session-id`) and, when the backend has no provider credentials, the user's own
+key.
+
+`AI_OBS_PRICE_MAP_JSON` belongs to deployment configuration because prices change
+independently of prompt versions. A missing model price preserves token counts and omits
+USD cost; it never invents `$0`.
+
+## Phase 2 backend (evaluators, datasets, experiments)
+
+With the local plugin registered and primaries set to `local`, the control plane now includes:
+
+- **`llm-judge` and `json-assert` evaluators** — judges call `AIService.generateJsonObject` through a named registry prompt (`judgePromptName`); create/update rejects a judge when the prompt `outputSchema` omits a required dimension (the error names that key). `json-assert` supports path/constraint checks and a built-in mode that validates output against the prompt version `outputSchema`. Parse or generation failures record an error outcome instead of throwing to the caller. Custom creates score a full trace; generation span and dataset item targets are reserved. Seeded templates install `correctness` / `hallucination` / `helpfulness` / `toxicity` as `llm-judge`, `schema-assert` as `json-assert`, and `*-human` variants for the review queue.
+- **Human review evaluators** — sending traces to review requires a `human` evaluator. Its dimensions become the review item's score fields and its instructions tell the reviewer how to apply them. `llm-judge` and `json-assert` evaluators run automatically and are rejected from the human queue.
+- **Datasets** — CRUD plus item provenance (`origin`, `proofread`, `sourceTraceId`, tags, outcome class). Import accepts **JSON** (bare objects or structured rows) and **CSV** (quoted fields; `input.*` / `expectedOutput.*` column prefixes). Rows validate against the bound prompt input schema when configured. Adding from a trace copies I/O; sensitive traces always land `proofread: false`. Deleting an item never mutates the trace.
+- **Experiments** — compare 2–3 prompt versions on a dataset with optional `modelOverride` (requires `aiServiceFactory` on `ObservabilityApp`), evaluator thresholds (defaulting to the SOP gates), **per-version gate tiles** (`gates[].version`), outlier/low-confidence item ids, and version-scoped promote (**409** when the selected version's gates fail). Unproofread items are excluded unless `includeUnproofread` is true. Local runs compile exact prompt versions and call `AIService.generateText` with compiled `prompt` + `systemPrompt` (no `promptName`/`promptLabel`). `ObservabilityApp` wires the local experiment runner from `aiService` at register time.
+
+Operator UI for datasets and experiments ships in tasks 2.7–2.9; routes and stores are live for API clients and tests today.
+
+## GPT tool spans and nested traces
+
+`/gpt/prompt` streams tool rounds to the client **and** records them in observability traces. Each provider `tool-call` / `tool-result` pair becomes a `TOOL` span (input args, cleaned output, timing, `parentSpanId` on the chain root). When tools run, the exported trace uses a `CHAIN` root wrapping those `TOOL` children instead of a lone `LLM` span. Plain `AIService.generate*` calls without tool children still log a single `LLM` root.
+
+## Admin multi-stage trace smoke test
+
+`POST /ai/observability/traces/test-multi-stage` (admin-only) exercises a real multi-stage workflow through the configured `ObservabilityApp.aiService`: two `generateJsonObject` LLM passes (`skipTrace: true`) with named output schemas, a deterministic local `text-metrics` tool stage, then a final synthesis `generateJsonObject` call against a combining schema. System prompts live in `OBS_TEST_MULTI_STAGE_*` constants in `ai/src/service/prompts.ts` (never inline). Each LLM span records `{prompt, schemaName, outputSchema}` as input and the parsed object as output. The handler exports one parent `TraceRecord` via `ObservabilityApp.exportTrace` with child span order `LLM`, `LLM`, `TOOL`, `LLM` and returns `{traceId, output, stages}` so operators can open the persisted trace in admin. Missing `aiService` → **503**; child failure exports an error trace then propagates the error.

package/src/docs/versioned/next/explanation/charts.md

@@ -20,6 +20,14 @@ Height works the same way: `height` is the whole chart, and the tick row, toolti
 row come out of that budget. A chart therefore fits a fixed-height slot, and reserving the tooltip
 row even when no tooltip is showing keeps hovering from reflowing the page.
 
+Cartesian facades use `xTickPolicy="auto"` by default: up to seven categorical labels
+stay horizontal, while denser sets rotate 45 degrees and reserve a taller axis row.
+That taller row comes out of `height`; the plot shrinks so the chart still fits the
+requested slot. `SparklineChart` scales to the data range so a small period-over-period
+change stays visible.
+Callers may force `"truncate"` or `"rotate"`. `title` and `periodLabel` are convenience
+props backed by the same `ChartCard` used for explicit chart/table composition.
+
 `DashboardGrid` is layout only, so it stays on the eager root export. Chart implementations sit behind the same lazy root boundary as `GPTChat`. Cell width subtracts flex `gap` so `md`/`lg` column counts actually fit.
 
 Chart paint is proven with **rendered PNG goldens**, not React test-renderer JSON.
@@ -27,3 +35,7 @@ Chart paint is proven with **rendered PNG goldens**, not React test-renderer JSO
 (`/demo/chart-visual-gallery`), screenshots each fixture from easy to hard, and
 pixel-diffs against `demo/rendered-snapshots/`. Agents use the `review-chart-visuals`
 skill to read golden / actual / diff images when a compare fails.
+
+The example app admin home (`/admin`) mounts `AdminCharts` so scorecards, a multi-series line,
+bars, an area, and a donut with a center label render together. See
+[Compose charts in a dashboard grid](../how-to/charts-and-dashboards.md).