feat: Expression engine formulas, live report export, and transaction manager

[Copilot]

Implements the three pillars of the @objectstack/client Full-Stack Integration roadmap: expression formula functions, DataSource-integrated report export, and transactional multi-step operations with rollback.

Expression Engine — FormulaFunctions

New FormulaFunctions class auto-injected into ExpressionEvaluator context. 20 built-in functions across 4 categories:

• Aggregation: SUM, AVG, COUNT, MIN, MAX (supports nested arrays)
• Date: TODAY, NOW, DATEADD, DATEDIFF
• Logic: IF, AND, OR, NOT, SWITCH
• String: CONCAT, LEFT, RIGHT, TRIM, UPPER, LOWER

const evaluator = new ExpressionEvaluator({ items: [10, 20, 30] });
evaluator.evaluateExpression('IF(SUM(items) > 50, "high", "low")'); // "high"
evaluator.evaluate('${DATEADD(TODAY(), 30, "days")}'); // ISO date string

Custom functions via evaluator.registerFunction('DOUBLE', (n) => n * 2).

Report Export — LiveReportExporter

• exportWithLiveData() — Fetches via DataSource.find() then routes to any export format
• exportExcelWithFormulas() — TSV with formula cells (=SUM(A2:A{ROW})), column formatting, and aggregation rows
• createScheduleTrigger() — Returns a workflow-invokable async function that exports all scheduled formats and fires a completion callback

Transaction Manager

• executeTransaction() — Sequential action execution with automatic rollback of completed operations on failure. Supports retryOnConflict with exponential backoff.
• Optimistic updates — applyOptimisticUpdate() → confirmOptimisticUpdate() / rollbackOptimisticUpdate() lifecycle for instant UI feedback
• executeBatch() — Batch CRUD with progress events, tries DataSource.bulk() first with per-item fallback and retry

const manager = new TransactionManager(dataSource, { maxRetries: 3 });
manager.onProgress((e) => console.log(`${e.percentage}%`));

const result = await manager.executeTransaction({
  name: 'Create Order',
  actions: [createOrder, updateInventory, sendNotification],
  retryOnConflict: true,
}, actionExecutor);
// result.rolledBack === true if any step failed

Test coverage

85 new tests across 3 test files (48 formula, 13 report export, 24 transaction). Full suite green: 2728 passed.

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Project	Deployment	Actions	Updated (UTC)
objectui	Error		Feb 10, 2026 6:55am
objectui-console	Error		Feb 10, 2026 6:55am
objectui-storybook	Ready	Preview, Comment	Feb 10, 2026 6:55am

[Copilot]

Pull request overview

Adds three core integration capabilities across the monorepo: formula functions for the expression evaluator, DataSource-backed “live” report export utilities, and a transaction manager for multi-step operations (with rollback/batch/optimistic support).

Changes:

• Introduces FormulaFunctions and injects them into ExpressionEvaluator (plus tests and exports).
• Adds LiveReportExporter helpers (exportWithLiveData, Excel-with-formulas TSV export, schedule trigger) and exports them from plugin-report (plus tests).
• Adds TransactionManager to @object-ui/core/actions and exports it (plus tests).

Reviewed changes

Copilot reviewed 10 out of 10 changed files in this pull request and generated 8 comments.

Show a summary per file

File	Description
packages/plugin-report/src/index.tsx	Re-exports new live export APIs/types from LiveReportExporter.
packages/plugin-report/src/LiveReportExporter.ts	Implements DataSource-integrated export, TSV “Excel with formulas”, and schedule trigger helper.
packages/plugin-report/src/tests/LiveReportExporter.test.ts	Adds unit tests for live export, TSV export, and scheduling trigger behavior.
packages/core/src/evaluator/index.ts	Exports FormulaFunctions from evaluator barrel.
packages/core/src/evaluator/FormulaFunctions.ts	Implements built-in formula registry (aggregation/date/logic/string).
packages/core/src/evaluator/tests/FormulaFunctions.test.ts	Adds coverage for built-ins and ExpressionEvaluator integration + custom registrations.
packages/core/src/evaluator/ExpressionEvaluator.ts	Injects formulas into evaluation context; adds registerFunction() and formula sharing behavior.
packages/core/src/actions/index.ts	Exports TransactionManager from actions barrel.
packages/core/src/actions/TransactionManager.ts	Implements transaction execution with rollback recording, optimistic updates, and batch operations with retries/progress.
packages/core/src/actions/tests/TransactionManager.test.ts	Adds unit tests for transaction execution, rollback, optimistic updates, and batching.

[Copilot]

mergedConfig sets format: exportFormat but then spreads report.exportConfigs?.[exportFormat] and exportConfig, both of which can contain a format key and silently desync mergedConfig.format from the actual exportFormat passed to exportReport. Consider omitting format from spread inputs (or forcing mergedConfig.format = exportFormat after merging) to keep config consistent.

Suggested change

	format: exportFormat,
	...report.exportConfigs?.[exportFormat],
	...exportConfig,
	...report.exportConfigs?.[exportFormat],
	...exportConfig,
	format: exportFormat,

[Copilot]

The TSV generation joins cells with tabs/newlines without escaping, so any value containing \t, \n, or quotes will corrupt row/column structure in Excel. ReportExportEngine.exportAsExcel() already handles escaping/quoting for these cases; consider reusing that escaping logic here (including for formula results when they produce text).

[Copilot]

inferLocaleOptions() infers decimal places by counting all 0 characters in the format string, which miscalculates for formats that include multiple integer-place zeros (e.g. 0000.00 would be treated as 5 fraction digits). Consider deriving fraction digits from the substring after the decimal point only, or requiring explicit Intl.NumberFormatOptions instead of a spreadsheet-style format string.

Suggested change

	return { style: 'percent', minimumFractionDigits: 0 };
	}
	const decimals = (format.match(/0/g) || []).length;
	return {
	minimumFractionDigits: Math.max(0, decimals - 1),
	maximumFractionDigits: Math.max(0, decimals - 1),
	// Keep existing behavior for percent-style formats to avoid changing semantics.
	return { style: 'percent', minimumFractionDigits: 0 };
	}
	let decimals = 0;
	const decimalPointIndex = format.indexOf('.');
	if (decimalPointIndex !== -1) {
	const fractionalPart = format.slice(decimalPointIndex + 1);
	decimals = (fractionalPart.match(/0/g) || []).length;
	}
	return {
	minimumFractionDigits: decimals,
	maximumFractionDigits: decimals,

[Copilot]

downloadFile() is duplicated here and in ReportExportEngine.ts (same Blob/URL/anchor logic). Consider extracting a shared helper (e.g. downloadFile.ts) and reusing it to avoid divergence (this file also uses different Excel injection sanitization than sanitizeCSVValue).

[Copilot]

DATEADD uses local-time mutators (setDate, setMonth, setFullYear, etc.). When dateStr is an ISO string (often UTC), mixing local mutators with UTC-based inputs can cause off-by-one-hour/day issues around timezones/DST and make behavior environment-dependent. Consider using the UTC variants (setUTCDate/setUTCMonth/...) or doing arithmetic on UTC timestamps to keep results stable.

Suggested change

	date.setDate(date.getDate() + amount);
	break;
	case 'month':
	case 'months':
	date.setMonth(date.getMonth() + amount);
	break;
	case 'year':
	case 'years':
	date.setFullYear(date.getFullYear() + amount);
	break;
	case 'hour':
	case 'hours':
	date.setHours(date.getHours() + amount);
	break;
	case 'minute':
	case 'minutes':
	date.setMinutes(date.getMinutes() + amount);
	date.setUTCDate(date.getUTCDate() + amount);
	break;
	case 'month':
	case 'months':
	date.setUTCMonth(date.getUTCMonth() + amount);
	break;
	case 'year':
	case 'years':
	date.setUTCFullYear(date.getUTCFullYear() + amount);
	break;
	case 'hour':
	case 'hours':
	date.setUTCHours(date.getUTCHours() + amount);
	break;
	case 'minute':
	case 'minutes':
	date.setUTCMinutes(date.getUTCMinutes() + amount);

[Copilot]

retryOnConflict currently retries on any ActionResult.success === false or thrown error, without checking that the failure is actually a conflict. This makes retryOnConflict behave like a generic retry and can amplify non-conflict failures. Consider adding a conflict predicate (e.g. isConflict(result/error) or a status/code on ActionResult) and only retry when it matches.

[Copilot]

executeTransaction() resets this.operations on the manager instance and uses it for rollback. If the same TransactionManager instance is used for concurrent transactions, this shared mutable state can interleave and rollback the wrong operations. Consider scoping the operations list to the executeTransaction call (or preventing concurrent execution per instance).

[Copilot]

In evaluateExpression, mergedContext spreads formulaObj first and then contextObj, which allows user-provided context keys (e.g. SUM) to shadow built-in formulas and break expression evaluation unexpectedly. Consider giving formulas precedence (spread context first) or explicitly preventing/throwing on collisions with reserved formula names.