@axiom-lattice/examples-deep_research 1.0.26 → 1.0.28

package/src/agents/data_agent/skills/chart-markdown/SKILL.md

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+---
+name: chart-markdown
+description: Selects an appropriate chart type (bar, line, pie, scatter, heatmap, funnel, gauge, radar) from data analysis or query results and generates a chart markdown block containing JSON for external chart libraries. Use when the user asks to visualize query results, analysis data, or to create bar charts, line charts, pie charts, scatter plots, or other chart types from tabular or aggregated data.
+---
+
+# Chart Markdown Block
+
+## Chart type selection
+
+Choose by data shape and question:
+
+- **Bar** (bar): Compare categories or time periods. Use category xAxis, value yAxis. Multiple series for grouped or stacked bars.
+- **Line** (line): Show trends over time. Use category or time xAxis, value yAxis. Multiple series for multiple metrics.
+- **Pie** (pie): Show composition or share. No axes. Data: `[{value: number, name: string}, ...]`. Use `radius: ["40%", "70%"]` for donut.
+- **Scatter** (scatter): Correlation or distribution. Use value xAxis and value yAxis. Data: `[[x, y], [x, y], ...]`.
+- **Heatmap** (heatmap): Two dimensions + value. Category xAxis and yAxis. Data: `[[xIndex, yIndex, value], ...]`.
+- **Funnel** (funnel): Sequential stages or conversion. Data: `[{value, name}, ...]`. Use `sort: "ascending"` or `"descending"`.
+- **Gauge** (gauge): Single KPI or progress. One series with `data: [{value, name}]`.
+- **Radar** (radar): Multi-dimensional comparison. Define `radar.indicator` and series with `value` arrays.
+
+## Output format
+
+Emit a single fenced code block with language **chart**. Body is one JSON object:
+
+- **table**: Array of rows (original or summary data) for reference.
+- **echarts**: ECharts option object (title, tooltip, legend, xAxis, yAxis, series, etc.).
+
+```chart
+{
+  "table": [["Category", "Value"], ["A", 10], ["B", 20]],
+  "echarts": { ... }
+}
+```
+
+## Schema requirements
+
+- **title**: `{"text": "Clear chart title"}`.
+- **tooltip**: Use `trigger: "axis"` for bar/line; `trigger: "item"` for pie/scatter/funnel.
+- **xAxis / yAxis**: Omit for pie/funnel/gauge. Use `type: "category"` or `"time"` or `"value"`; provide `data` when type is category.
+- **series**: One or more items. Each has `type`, `name`, `data`. Pie data: `[{value, name}]`. Scatter data: `[[x,y], ...]`. Bar/line: array of values or category-mapped values.
+- **legend**: Include when there are multiple series.
+
+## Best practices
+
+- Use clear, business-facing titles and axis labels (not raw field names).
+- Format numbers (percent, currency, thousands) in tooltip and axis labels.
+- For time series, use `xAxis.type: "time"` and consistent date format.
+- Show important values on the chart with `series.label` when useful.
+- For industry- or data-type-specific guidance, see [best-practices/README.md](best-practices/README.md) (data patterns, formatting, and one file per industry: sales-retail, finance, marketing-growth, operations-supply-chain, hr-people).
+
+## Examples
+
+### Bar chart (category comparison)
+
+```chart
+{
+  "table": [["Product", "Sales"], ["Product A", 320], ["Product B", 280], ["Product C", 250]],
+  "echarts": {
+    "title": {"text": "Top products by sales"},
+    "tooltip": {"trigger": "axis"},
+    "xAxis": {"type": "category", "data": ["Product A", "Product B", "Product C"], "name": "Product"},
+    "yAxis": {"type": "value", "name": "Sales"},
+    "series": [{"type": "bar", "data": [320, 280, 250], "label": {"show": true, "position": "top"}}]
+  }
+}
+```
+
+### Pie chart (composition)
+
+```chart
+{
+  "table": [["Channel", "Count"], ["Online", 450], ["Offline", 320], ["Partner", 180]],
+  "echarts": {
+    "title": {"text": "Customer acquisition by channel"},
+    "tooltip": {"trigger": "item", "formatter": "{b}: {c} ({d}%)"},
+    "legend": {"orient": "vertical", "right": "10%", "top": "center"},
+    "series": [{
+      "type": "pie",
+      "radius": ["40%", "70%"],
+      "data": [
+        {"value": 450, "name": "Online"},
+        {"value": 320, "name": "Offline"},
+        {"value": 180, "name": "Partner"}
+      ],
+      "label": {"formatter": "{b}\n{d}%"}
+    }]
+  }
+}
+```
+
+For more chart types (line, scatter, funnel, gauge, radar), see [examples.md](examples.md).

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/README.md

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+# Chart best practices by context
+
+Use when the analysis context is clear to pick the right chart and conventions.
+
+## General
+
+- [Data patterns](data-patterns.md) — Chart choice by question type (trend, comparison, share, correlation, etc.)
+- [Formatting](formatting.md) — Currency, percent, time, counts; "when in doubt" rules
+
+## By industry
+
+- [Sales & retail](sales-retail.md)
+- [Finance & accounting](finance.md)
+- [Marketing & growth](marketing-growth.md)
+- [Operations & supply chain](operations-supply-chain.md)
+- [HR & people](hr-people.md)

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/data-patterns.md

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+# Chart choice by data pattern
+
+Use when the analysis question is clear but industry is generic. Pick chart by pattern:
+
+| Pattern | Typical question | Preferred chart | Notes |
+|--------|-------------------|-----------------|--------|
+| **Trend over time** | How did X change over time? | Line | Use `xAxis.type: "time"` for continuous dates; category for discrete periods (month, quarter). |
+| **Category comparison** | Which category is largest? Rank? | Bar | Horizontal bar if many categories or long labels. |
+| **Part-to-whole** | What is the share of each part? | Pie / donut | Limit to 5–7 segments; combine small slices into "Other" if needed. |
+| **Correlation / distribution** | How do two measures relate? | Scatter | Optional: size or color for a third dimension. |
+| **Conversion / funnel** | How many pass each stage? | Funnel | Sort by stage order; show count and % in tooltip. |
+| **Single KPI vs target** | Are we on track? | Gauge | One value; clear min/max or target bands. |
+| **Two dimensions + value** | How does value vary by two categories? | Heatmap | Use for matrices (e.g. region × product, hour × day). |
+| **Multi-dimensional profile** | How do entities compare on several metrics? | Radar | Same scale per dimension; 2–3 series max. |

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/finance.md

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+# Finance & accounting
+
+- **P&L / cash flow over time**: Line or stacked bar; use consistent currency and scale.
+- **Expense or revenue breakdown**: Pie or horizontal bar; format as currency.
+- **Variance (actual vs budget)**: Bar with two series (actual, budget) or bar with variance %.
+- **Portfolio or segment weight**: Pie; keep segments readable (aggregate small ones).
+- **Key ratios (e.g. current ratio)**: Gauge or single big number; show benchmark if relevant.

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/formatting.md

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+# Formatting conventions
+
+- **Currency**: Use locale format (e.g. 1,234.56 or 1 234,56); indicate unit in axis title (e.g. "Revenue (CNY)").
+- **Percent**: Show as "X%" in labels/tooltip; ensure sum = 100% for pie if showing share.
+- **Time**: Same granularity and format across the chart (e.g. "Jan 2024" or "2024-Q1"); use `xAxis.type: "time"` for continuous.
+- **Counts**: Prefer integers in labels; use K/M suffix for large numbers (e.g. "1.2M") if needed.
+- **Ranking**: Sort by value (descending unless natural order e.g. funnel); limit to top N (e.g. 10) for clarity.
+
+## When in doubt
+
+1. Match the chart to the **primary question** (trend → line, compare → bar, share → pie, relation → scatter).
+2. Prefer **fewer series and categories**; aggregate or "Other" instead of cluttering.
+3. Use **consistent terminology** with the domain (e.g. "Revenue" vs "Sales" as in the data source).
+4. Add a **short, descriptive title** and axis/label names that a business user would recognize.

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/hr-people.md

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+# HR & people
+
+- **Headcount or turnover over time**: Line; stacked area for composition (e.g. by department).
+- **Department or role mix**: Pie or horizontal bar.
+- **Performance vs potential (9-box style)**: Scatter; optional quadrants.
+- **Survey or engagement scores**: Bar (by dimension or question); show scale (e.g. 1–5).
+- **Diversity or composition**: Pie or stacked bar; consistent categories.

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/marketing-growth.md

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+# Marketing & growth
+
+- **Traffic or conversions over time**: Line; multiple series for channels or segments.
+- **Channel attribution / mix**: Pie or stacked bar.
+- **Funnel (visit → signup → pay)**: Funnel; show drop-off and conversion %.
+- **Cohort or retention matrix**: Heatmap (e.g. month × retention week).
+- **Campaign comparison**: Bar (by campaign) or radar (multi-metric).

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/operations-supply-chain.md

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+# Operations & supply chain
+
+- **Throughput or utilization over time**: Line or bar; add target line if relevant.
+- **Inventory or capacity by location/SKU**: Bar (ranking) or heatmap (location × SKU).
+- **Lead time or cycle time distribution**: Bar (buckets) or line (over time).
+- **Quality / defect rate**: Line over time; gauge for single KPI vs target.
+- **Supplier or lane performance**: Bar or radar (cost, quality, delivery).

package/src/agents/data_agent/skills/chart-markdown/resources/best-practices/sales-retail.md

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+# Sales & retail
+
+- **Revenue / volume over time**: Line; group by region or product with multiple series and legend.
+- **Product or SKU ranking**: Bar (vertical for top N); show value labels on bars.
+- **Channel or segment mix**: Pie or donut; label with share (%) and optionally count.
+- **Sales vs margin / discount**: Scatter (e.g. volume vs margin); size by revenue if needed.
+- **Pipeline or stage conversion**: Funnel; sort descending (top = first stage).
+- **Target attainment**: Gauge (e.g. quota %) or bar (actual vs target by period).

package/src/agents/data_agent/skills/chart-markdown/resources/examples.md

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+# Chart markdown examples
+
+Additional examples for line, scatter, funnel, and gauge. Replace sample data with real query or analysis results.
+
+## Line chart (time trend)
+
+```chart
+{
+  "table": [["Month", "Revenue"], ["Jan", 120000], ["Feb", 135000], ["Mar", 142000]],
+  "echarts": {
+    "title": {"text": "Quarterly revenue trend"},
+    "tooltip": {"trigger": "axis"},
+    "legend": {"data": ["Revenue"]},
+    "xAxis": {"type": "category", "data": ["Jan", "Feb", "Mar"], "name": "Month"},
+    "yAxis": {"type": "value", "name": "Revenue"},
+    "series": [{"name": "Revenue", "type": "line", "data": [120000, 135000, 142000], "smooth": true}]
+  }
+}
+```
+
+## Scatter chart (correlation)
+
+```chart
+{
+  "table": [["Sales", "Profit"], [120, 35], [150, 42], [200, 55], [250, 68]],
+  "echarts": {
+    "title": {"text": "Sales vs profit"},
+    "tooltip": {"trigger": "item", "formatter": "Sales: {c0}<br/>Profit: {c1}"},
+    "xAxis": {"type": "value", "name": "Sales"},
+    "yAxis": {"type": "value", "name": "Profit"},
+    "series": [{"type": "scatter", "symbolSize": 12, "data": [[120, 35], [150, 42], [200, 55], [250, 68]]}]
+  }
+}
+```
+
+## Funnel chart (conversion stages)
+
+```chart
+{
+  "table": [["Stage", "Count"], ["Visit", 5000], ["Register", 2000], ["Activate", 1500], ["Pay", 600]],
+  "echarts": {
+    "title": {"text": "Conversion funnel"},
+    "tooltip": {"trigger": "item", "formatter": "{b}: {c} ({d}%)"},
+    "series": [{
+      "type": "funnel",
+      "left": "10%",
+      "width": "80%",
+      "sort": "descending",
+      "gap": 4,
+      "label": {"show": true, "position": "inside", "formatter": "{b}\n{c}"},
+      "data": [
+        {"value": 5000, "name": "Visit"},
+        {"value": 2000, "name": "Register"},
+        {"value": 1500, "name": "Activate"},
+        {"value": 600, "name": "Pay"}
+      ]
+    }]
+  }
+}
+```
+
+## Gauge (single KPI)
+
+```chart
+{
+  "table": [["Metric", "Value", "Target"], ["Sales", 850, 1000]],
+  "echarts": {
+    "title": {"text": "Sales target completion"},
+    "series": [{
+      "type": "gauge",
+      "center": ["50%", "60%"],
+      "radius": "90%",
+      "axisLine": {"lineStyle": [{"color": [[0.3, "#91c7ae"], [0.7, "#63869e"], [1, "#c23531"]]}]},
+      "pointer": {"itemStyle": {"color": "auto"}},
+      "detail": {"formatter": "{value}%", "fontSize": 24, "offsetCenter": [0, "70%"]},
+      "data": [{"value": 85, "name": "Completion"}]
+    }]
+  }
+}
+```

package/src/agents/data_agent/skills/financial-analysis/SKILL.md

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+---
+name: financial-analysis
+description: 执行财务数据分析，包括毛利分析、财务报表分析、财务比率分析三大模块。适用于评估企业财务健康状况和盈利能力。
+metadata:
+  category: financial_analysis
+parentSkill: business-analytics
+---
+
+## 分析模块
+
+### 模块一：毛利分析
+
+#### 分析维度
+- **产品线维度**：各产品线的毛利率对比
+- **客户维度**：不同客户/客户群的毛利率分析
+- **时间维度**：毛利率趋势变化（月/季/年）
+- **区域维度**：不同销售区域的毛利率对比
+
+#### 关键指标
+```
+毛利率 = (销售收入 - 销售成本) / 销售收入 × 100%
+毛利额 = 销售收入 - 销售成本
+贡献毛利 = 毛利额 - 变动费用
+```
+
+#### 分析流程
+
+1. **数据准备**
+   - 收入数据：按产品/客户/区域/时间汇总
+   - 成本数据：直接材料、直接人工、制造费用
+   - 费用数据：变动费用分摊
+
+2. **计算毛利率**
+   - 计算各维度毛利率
+   - 识别高/低毛利项目
+
+3. **对比分析**
+   - 同比/环比趋势
+   - 目标达成率
+   - 行业基准对比
+
+4. **贡献分析**
+   - 毛利额贡献占比
+   - 产品/客户组合分析
+   - 交叉补贴分析
+
+5. **输出模板**
+
+```markdown
+## 毛利分析报告
+
+### 执行摘要
+- 总体毛利率：[X]%，同比[上升/下降][X]个百分点
+- 关键发现：[2-3条核心发现]
+- 核心建议：[2-3条具体建议]
+
+### 产品线毛利率分析
+| 产品线 | 销售收入 | 销售成本 | 毛利额 | 毛利率 | 同比变化 |
+|-------|---------|---------|-------|-------|---------|
+| 产品A | | | | | |
+| 产品B | | | | | |
+
+### 趋势分析
+- 图表：毛利率月度趋势图
+- 分析：[趋势解读]
+
+### 改进建议
+1. [具体建议1]
+2. [具体建议2]
+```
+
+---
+
+### 模块二：财务报表分析
+
+#### 报表类型
+
+**1. 资产负债表**
+```
+资产端：
+- 流动资产：现金、应收账款、存货、预付款项
+- 非流动资产：固定资产、无形资产、长期投资
+
+负债及权益端：
+- 流动负债：短期借款、应付账款、预收款项
+- 非流动负债：长期借款、应付债券
+- 所有者权益：实收资本、留存收益
+```
+
+**2. 利润表（损益表）**
+```
+营业收入
+- 营业成本
+= 营业毛利
+- 期间费用（销售/管理/财务费用）
+= 营业利润
++ 营业外收支
+= 利润总额
+- 所得税
+= 净利润
+```
+
+**3. 现金流量表**
+```
+经营活动现金流
+投资活动现金流
+筹资活动现金流
+= 现金净增加额
+```
+
+#### 分析内容
+
+1. **结构分析**
+   - 资产负债结构
+   - 收入成本结构
+   - 现金流构成
+
+2. **变动分析**
+   - 同比变动
+   - 环比变动
+   - 重大变动说明
+
+3. **异常标注**
+   - 超出正常范围的指标
+   - 异常波动项
+   - 需关注科目
+
+#### 输出模板
+
+```markdown
+## 财务报表分析
+
+### 资产负债表（[日期]）
+| 项目 | 本期金额 | 上期金额 | 变动额 | 变动率 | 异常标注 |
+|-----|---------|---------|-------|-------|---------|
+| 流动资产 | | | | | |
+| 非流动资产 | | | | | |
+| 资产合计 | | | | | |
+
+### 利润表（[期间]）
+| 项目 | 本期金额 | 上期金额 | 变动额 | 变动率 | 占比 |
+|-----|---------|---------|-------|-------|-----|
+| 营业收入 | | | | | |
+| 营业成本 | | | | | |
+| 毛利率 | | | | | |
+
+### 关键发现
+- [发现1]
+- [发现2]
+```
+
+---
+
+### 模块三：财务比率分析
+
+#### 盈利能力比率
+
+```
+销售毛利率 = 毛利 / 营业收入 × 100%
+销售净利率 = 净利润 / 营业收入 × 100%
+净资产收益率(ROE) = 净利润 / 平均净资产 × 100%
+总资产收益率(ROA) = 净利润 / 平均总资产 × 100%
+投入资本回报率(ROIC) = 税后营业利润 / 投入资本 × 100%
+```
+
+#### 偿债能力比率
+
+```
+流动比率 = 流动资产 / 流动负债
+速动比率 = (流动资产 - 存货) / 流动负债
+资产负债率 = 总负债 / 总资产 × 100%
+利息保障倍数 = 息税前利润 / 利息费用
+```
+
+#### 运营效率比率
+
+```
+应收账款周转率 = 营业收入 / 平均应收账款
+存货周转率 = 营业成本 / 平均存货
+总资产周转率 = 营业收入 / 平均总资产
+固定资产周转率 = 营业收入 / 平均固定资产净值
+```
+
+#### 分析流程
+
+1. **计算比率**
+   - 基于财务报表数据计算各项比率
+   - 按时间序列整理
+
+2. **趋势分析**
+   - 绘制比率趋势图
+   - 识别上升/下降趋势
+
+3. **对比分析**
+   - 与历史数据对比
+   - 与行业基准对比
+   - 与竞争对手对比
+
+4. **综合评估**
+   - 杜邦分析：ROE = 净利率 × 资产周转率 × 权益乘数
+   - 识别驱动因素
+
+#### 输出模板
+
+```markdown
+## 财务比率分析报告
+
+### 盈利能力指标
+| 指标 | 本期值 | 上期值 | 行业均值 | 评价 |
+|-----|-------|-------|---------|-----|
+| ROE | | | | |
+| ROA | | | | |
+| 毛利率 | | | | |
+
+### 偿债能力指标
+| 指标 | 本期值 | 安全标准 | 评价 |
+|-----|-------|---------|-----|
+| 流动比率 | | >1.5 | |
+| 资产负债率 | | <60% | |
+
+### 趋势分析
+- 图表：关键比率趋势图
+- 分析：[趋势解读]
+
+### 综合评价
+- 优势：[优势领域]
+- 劣势：[需要改善的领域]
+- 建议：[改进措施]
+```
+
+---
+
+## 通用分析流程
+
+### 步骤 1：问题理解
+- 明确分析类型（毛利/报表/比率）
+- 确定分析维度（产品/客户/时间/区域）
+- 明确分析期间
+
+### 步骤 2：数据检索
+- 检索收入数据
+- 检索成本数据
+- 检索费用数据
+- 检索资产负债数据
+
+### 步骤 3：计算与对比
+- 计算关键指标
+- 进行同比/环比分析
+- 与目标/行业对比
+
+### 步骤 4：可视化
+- 趋势图：展示时间序列变化
+- 对比图：展示维度间差异
+- 结构图：展示构成比例
+
+### 步骤 5：洞察与建议
+- 识别关键发现
+- 分析原因
+- 提出改进建议
+
+## 常见问题与解决方案
+
+| 问题 | 解决方案 |
+|-----|---------|
+| 成本数据不完整 | 与运营部门确认成本归集方法 |
+| 毛利率异常波动 | 检查是否存在一次性收入/成本 |
+| 比率与行业差异大 | 分析业务模式差异 |
+| 数据口径不一致 | 统一数据定义和计算口径 |