@axiom-lattice/examples-deep_research 1.0.31 → 1.0.33

package/prompts/dashboard-generation.md

@@ -0,0 +1,364 @@
+---
+name: dashboard-generation
+description: Generate comprehensive data visualization dashboards with multiple charts, executive summaries, and key insights. Use when creating multi-chart dashboards, executive overview reports, or business intelligence visualizations that require combining trend analysis, comparisons, and KPI monitoring in a single view.
+metadata:
+  category: data_visualization
+  author: axiom-lattice
+  version: "1.0"
+---
+
+## When to Use This Skill
+
+Activate this skill when the user needs:
+- **Multi-chart dashboards**: Combining 4-8 related charts in a single view
+- **Executive summaries**: High-level KPI overview with visual context
+- **Business intelligence**: Comprehensive data views for decision making
+- **Trend + comparison + distribution**: Multiple analysis types in one report
+
+**Do NOT use for:**
+- Single chart generation (use chart-markdown skill instead)
+- Detailed written reports (use report-writer skill instead)
+- Simple data tables without visualization
+
+---
+
+## Dashboard Types
+
+### Executive Dashboard
+**Purpose**: High-level business overview for leadership
+- 4-6 KPI cards with trends
+- 2-3 trend charts for main metrics
+- 1-2 comparison charts
+- Key findings summary
+
+### Operational Dashboard
+**Purpose**: Day-to-day monitoring for operations teams
+- Real-time or near-real-time metrics
+- Status indicators and progress tracking
+- Detailed breakdowns by operational dimensions
+- Alert thresholds and anomalies
+
+### Analytical Dashboard
+**Purpose**: Deep-dive analysis for data analysts
+- Multiple trend charts with different granularities
+- Correlation and distribution charts
+- Segment analysis
+- Drill-down capabilities
+
+---
+
+## Dashboard Structure
+
+### Required Sections
+
+1. **Executive Summary**
+   - KPI overview table (4-6 key metrics)
+   - Critical findings (3-5 bullet points)
+   - Status indicators (✅ 🟢 🟡 🔴)
+
+2. **Chart Sections** (2-4 sections)
+   - Each section contains 1-3 related charts
+   - Group by theme (e.g., "Performance Overview", "Regional Analysis")
+   - Charts must include brief insights
+
+3. **Key Findings Summary**
+   - Major wins
+   - Areas of concern
+   - Recommended actions
+
+4. **Data Sources**
+   - Reference to input files
+   - Last updated timestamp
+
+---
+
+## Chart Generation
+
+**Important**: For detailed chart generation guidelines, syntax, and best practices, reference the `chart-markdown` skill.
+
+### Quick Reference
+
+| Purpose | Chart Type | Skill Reference |
+|---------|-----------|----------------|
+| Time trends | Line chart | `chart-markdown` - Line Charts |
+| Category comparison | Bar chart | `chart-markdown` - Bar Charts |
+| Composition | Pie/Donut | `chart-markdown` - Composition Charts |
+| Distribution | Histogram | `chart-markdown` - Distribution Charts |
+| Correlation | Scatter plot | `chart-markdown` - Correlation Charts |
+| Progress tracking | Progress bar | `chart-markdown` - Progress Indicators |
+
+### Chart Guidelines
+- Use `chart-markdown` skill for all chart syntax and formatting rules
+- Maximum 8 charts per dashboard
+- Group related charts into 2-4 sections
+- Prioritize important metrics at the top
+
+---
+
+## Output Format
+
+### File Path
+`/artifacts/dashboard-{topic}.md`
+
+### Structure Template
+
+```markdown
+# [Dashboard Title]
+
+**Dashboard Type:** [Executive/Operational/Analytical]
+**Generated Date:** [Date]
+**Data Period:** [Start] to [End]
+**Data Source:** `/tmp/data-{topic}.md`
+
+---
+
+## Executive Summary
+
+### Key Metrics Overview
+
+| Metric | Current | Change | Status | Trend |
+|--------|---------|--------|--------|-------|
+| [Metric 1] | [Value] | [Change] | [Status] | [Trend] |
+| [Metric 2] | [Value] | [Change] | [Status] | [Trend] |
+
+### Critical Findings
+
+1. **[Finding 1]**: [Description with data]
+2. **[Finding 2]**: [Description with data]
+3. **[Finding 3]**: [Description with data]
+
+---
+
+## Section 1: [Theme Name]
+
+### Chart 1.1: [Chart Title]
+
+```chart
+{
+  "table": [["Category", "Value"], ["A", 10], ["B", 20]],
+  "echarts": {
+    "title": {"text": "Chart Title"},
+    "tooltip": {"trigger": "axis"},
+    "xAxis": {"type": "category", "data": ["A", "B"]},
+    "yAxis": {"type": "value"},
+    "series": [{"type": "bar", "data": [10, 20]}]
+  }
+}
+```
+
+**Key Insights:**
+- [Insight 1]
+- [Insight 2]
+
+---
+
+## Key Findings Summary
+
+### Major Wins
+- [Win 1]
+- [Win 2]
+
+### Areas of Concern
+- [Concern 1]
+- [Concern 2]
+
+### Recommended Actions
+1. **[Priority]**: [Action]
+2. **[Priority]**: [Action]
+
+---
+
+## Data Sources
+
+- **Primary:** `/tmp/data-{topic}.md`
+- **Analysis:** `/tmp/insight-{topic}.md`
+- **Last Updated:** [Timestamp]
+```
+
+---
+
+## Best Practices
+
+### Chart Guidelines
+- Reference `chart-markdown` skill for all chart generation
+- **Maximum 8 charts** per dashboard
+- **Group related charts** into 2-4 sections
+- **Prioritize important metrics** at the top
+- Use consistent colors across related charts
+
+### Data Formatting
+- Right-align numbers in tables
+- Use thousands separators for large numbers (12,500.00)
+- Include units in headers (Revenue ($), Orders (#))
+- Use emojis for quick visual cues (📈 📉 ✅ ⚠️)
+
+### Executive Summary
+- Lead with KPI table (easy to scan)
+- Limit to 3-5 critical findings
+- Include both positive and negative insights
+- Make findings actionable
+
+---
+
+## Examples
+
+### Example 1: Sales Performance Dashboard
+
+```markdown
+# Sales Performance Dashboard
+
+**Dashboard Type:** Executive
+**Generated Date:** 2024-01-15
+**Data Period:** 2024-07-01 to 2024-12-31
+**Data Source:** `/tmp/data-sales-performance.md`
+
+---
+
+## Executive Summary
+
+### Key Metrics Overview
+
+| Metric | Current | Change | Status | Trend |
+|--------|---------|--------|--------|-------|
+| **Revenue** | $600K | +5% | ✅ On Track | 📈 Up |
+| **Orders** | 1,250 | +4.3% | ✅ On Track | 📈 Up |
+| **Conversion** | 3.2% | -0.5% | ⚠️ Attention | 📉 Down |
+| **AOV** | $480 | +1.5% | ✅ On Track | ➡️ Stable |
+
+### Critical Findings
+
+1. **📈 Revenue Growth**: Revenue increased 5% driven by North region performance
+2. **⚠️ Conversion Decline**: Mobile checkout issues causing 0.5% drop
+3. **🎯 Regional Gap**: East region declining 5% while others grow
+
+---
+
+## Section 1: Revenue Analysis
+
+### Chart 1.1: Monthly Revenue Trend
+
+```chart
+{
+  "table": [["Month", "Revenue"], ["Jul", 100], ["Aug", 105], ["Sep", 98], ["Oct", 110], ["Nov", 85], ["Dec", 82]],
+  "echarts": {
+    "title": {"text": "Monthly Revenue Trend ($000s)"},
+    "tooltip": {"trigger": "axis"},
+    "xAxis": {"type": "category", "data": ["Jul", "Aug", "Sep", "Oct", "Nov", "Dec"]},
+    "yAxis": {"type": "value", "name": "Revenue ($000s)"},
+    "series": [{"type": "line", "data": [100, 105, 98, 110, 85, 82], "smooth": true}]
+  }
+}
+```
+
+**Key Insights:**
+- Peak in October at $110K
+- Decline in Nov-Dec requires investigation
+- Q4 overall down 15% vs Q3
+
+### Chart 1.2: Revenue by Region
+
+| Region | Revenue | Share | Growth | Status |
+|--------|---------|-------|--------|--------|
+| North | $270K | 45% | +15% | 🟢 Leading |
+| South | $150K | 25% | +3% | 🟡 Stable |
+| East | $120K | 20% | -5% | 🔴 Declining |
+| West | $60K | 10% | +8% | 🟢 Growing |
+
+---
+
+## Key Findings Summary
+
+### Major Wins
+- North region outperformed with 15% growth
+- West region showing promising 8% growth
+- Overall revenue still up 5% YoY
+
+### Areas of Concern
+- East region declining 5%
+- Nov-Dec drop of 25% from October peak
+- Conversion rate down 0.5%
+
+### Recommended Actions
+1. **🔴 High**: Investigate East region decline causes
+2. **🟡 Medium**: Fix mobile checkout conversion issues
+3. **🟢 Low**: Expand successful North region strategies
+```
+
+---
+
+## Workflow
+
+1. **Analyze Requirements**
+   - Identify dashboard type (Executive/Operational/Analytical)
+   - Determine key metrics and KPIs
+   - Define time period and data scope
+
+2. **Read Input Files**
+   - Load `/tmp/data-{topic}.md`
+   - Load `/tmp/insight-{topic}.md` if available
+   - Identify available metrics and dimensions
+
+3. **Design Structure**
+   - Select 4-8 charts based on data available
+   - Group into 2-4 logical sections
+   - Plan executive summary content
+
+4. **Generate Charts**
+   - Reference `chart-markdown` skill for chart syntax and best practices
+   - Create trend charts for time-series data
+   - Create bar charts for category comparisons
+   - Create tables for detailed comparisons
+   - Ensure all charts have insights
+
+5. **Write Executive Summary**
+   - Extract key metrics
+   - Identify critical findings
+   - Add status indicators
+
+6. **Output Dashboard**
+   - Write to `/artifacts/dashboard-{topic}.md`
+   - Verify all sections complete
+   - Check formatting consistency
+
+---
+
+## Common Patterns
+
+### KPI Table Format
+```markdown
+| Metric | Current | Change | Status | Trend |
+|--------|---------|--------|--------|-------|
+| **Revenue** | $125K | +5.9% | ✅ On Track | 📈 |
+| **Orders** | 1,250 | +4.3% | ✅ On Track | 📈 |
+| **Conversion** | 3.2% | -0.5% | ⚠️ Attention | 📉 |
+```
+
+### Chart with Insights
+```markdown
+### Chart: Monthly Trend
+
+```chart
+{
+  "table": [["Month", "Value"], ["Jan", 100], ["Feb", 120]],
+  "echarts": {
+    "title": {"text": "Monthly Trend"},
+    "tooltip": {"trigger": "axis"},
+    "xAxis": {"type": "category", "data": ["Jan", "Feb"]},
+    "yAxis": {"type": "value"},
+    "series": [{"type": "line", "data": [100, 120]}]
+  }
+}
+```
+
+**Key Insights:**
+- [Specific insight with data point]
+- [Comparison to previous period]
+- [Notable anomaly or pattern]
+```
+
+### Finding Format
+```markdown
+1. **[Emoji] [Title]**: [Specific finding with numbers]
+   - [Supporting detail]
+   - [Impact assessment]
+```

package/prompts/data-analyst.md

@@ -124,6 +124,12 @@
 - 计算必要的统计指标
 - 进行多维度交叉分析
 - **每个洞察必须伴随数据证据**
+- **Transaction 类数据分析必须使用表格展示**：
+  - 交易明细表格：包含交易ID、日期、类型、金额、状态等关键字段
+  - 汇总统计表格：按时间/类型/状态等维度汇总
+  - 金额字段右对齐，保留2位小数，使用千分位分隔符
+  - 状态字段使用 Emoji 标记：✅ 成功 / ❌ 失败 / ⚠️ 警告 / 🔄 处理中 / ⏳ 待处理
+  - 关键字段加粗显示
 
 ### 4. 行业解读
 - 结合行业知识解释数据现象
@@ -176,6 +182,13 @@
 | [指标1] | [当前值] | [对比值] | [变化幅度] |
 | [指标2] | [当前值] | [对比值] | [变化幅度] |
 
+**Transaction 数据展示示例：**
+| **交易ID** | **交易日期** | **交易类型** | **金额（元）** | **状态** | **对比基准** | **变化** |
+|------------|--------------|--------------|----------------:|----------|--------------|----------|
+| **TXN001** | 2024-01-15 | 收入 | **12,500.00** | ✅ 成功 | 10,000.00 | +25.0% |
+| **TXN002** | 2024-01-15 | 支出 | **-3,200.00** | ❌ 失败 | -2,800.00 | -14.3% |
+| **TXN003** | 2024-01-16 | 收入 | **8,750.50** | ⚠️ 警告 | 9,000.00 | -2.8% |
+
 **分析说明：**
 [详细解释数据现象，结合业务背景]
 
@@ -234,6 +247,13 @@
 | [维度1] | [值1] | [占比1] | [基准1] | [优/良/差] |
 | [维度2] | [值2] | [占比2] | [基准2] | [优/良/差] |
 
+**Transaction 维度对比示例（按交易类型）：**
+| **交易类型** | **交易笔数** | **金额（元）** | **占比** | **成功率** | **表现** |
+|--------------|--------------|----------------|----------|------------|----------|
+| **收入** | 156 | **+125,000.00** | 62.4% | ✅ 98.7% | 优 |
+| **支出** | 89 | **-45,200.00** | 35.6% | ✅ 95.5% | 良 |
+| **转账** | 5 | **-5,000.00** | 2.0% | ❌ 60.0% | 差 ⚠️ |
+
 **关键发现：**
 - [维度1表现好的原因分析]
 - [维度2表现差的原因分析]

package/prompts/data-query.md

@@ -28,17 +28,112 @@
 
 ---
 
-## 查询路径选择
+## 查询类型与路径选择
+
+### 两种查询类型
+
+#### 1. **表格数据查询**（明细/原始数据）
+**适用场景：**
+- 查看具体交易记录、订单明细、客户列表等原始数据
+- 需要查看具体字段值（如交易ID、客户名称、状态等）
+- 需要原始数据做进一步处理或导出
+- 查询特定条件的明细（如"查看订单号为12345的订单详情"）
+
+**典型需求关键词：**
+- "列出..."、"查看...明细"、"导出..."
+- "有哪些..."、"显示具体..."
+- "交易记录"、"订单详情"、"客户信息"
+
+**示例：**
+- 查询某客户的所有交易记录
+- 查看失败交易的明细
+- 导出某时间段内的订单列表
+
+#### 2. **指标数据查询**（聚合/统计）
+**适用场景：**
+- 查看汇总统计（销售额、订单数、转化率等）
+- 需要时间趋势分析（按月、按周统计）
+- 需要多维度对比（按区域、按品类统计）
+- 指标已预定义且计算逻辑标准化
+
+**典型需求关键词：**
+- "总计..."、"合计..."、"多少..."
+- "趋势"、"对比"、"占比"、"增长率"
+- "销售额"、"订单量"、"用户数"
+
+**示例：**
+- 查询本月销售额
+- 查看各区域的订单数量对比
+- 统计近30天的转化率趋势
+
+---
+
+### 选择决策指南
+
+| 场景 | 查询方式 | 原因 |
+|------|----------|------|
+| 用户问"有多少"、"总计多少" | **指标查询** | 需要聚合统计 |
+| 用户问"有哪些"、"列出" | **表格查询** | 需要明细数据 |
+| 需要具体字段值（ID、名称） | **表格查询** | 指标不包含原始字段 |
+| 需要时间趋势对比 | **指标查询** | 指标支持时间粒度分组 |
+| 需要多维度交叉分析 | **指标查询** | 指标支持维度筛选 |
+| 数据需要导出/处理 | **表格查询** | 保留原始数据结构 |
+| 指标已预定义 | **优先指标查询** | 计算逻辑标准化，性能更好 |
+
+---
+
+### 组合查询场景
+
+**何时需要同时查表格+指标：**
+
+1. **先指标后明细**（最常见）
+   - 先用指标查询发现问题（如"本月销售额下降"）
+   - 再用表格查询定位具体交易（如"查看下降期间的大额交易"）
+
+2. **指标验证**
+   - 用表格查询抽样验证指标计算是否正确
+   - 用明细数据解释指标异常原因
+
+3. **完整报告**
+   - 指标提供汇总概览
+   - 表格提供典型案例/异常明细
+
+---
+
+### 决策流程
+
+```
+用户请求
+  ↓
+是聚合统计需求？ ──是──→ 指标查询
+  ↓ 否
+需要原始字段值？ ──是──→ 表格查询
+  ↓ 否
+指标是否已定义？ ──是──→ 指标查询
+  ↓ 否
+需要导出/处理？ ──是──→ 表格查询
+  ↓ 否
+复杂计算逻辑？ ──是──→ 表格查询（SQL）
+  ↓ 否
+默认使用指标查询
+```
+
+---
+
+### 具体选择标准
 
 **使用语义指标查询，当：**
 - 用户提到的指标在 query_metrics_list 中存在
 - 需求是标准的时间趋势、维度筛选
 - 预定义指标包含所需字段
+- 需要聚合统计（SUM、COUNT、AVG等）
 
-**使用 SQL 查询，当：**
+**使用 SQL 查询（表格数据），当：**
 - 需要的字段不在预定义指标中
+- 需要查看原始明细数据
 - 需要特殊的筛选条件或计算
 - 用户要求查看底层表数据
+- 数据需要导出或进一步处理
 
 ---
 
@@ -57,6 +152,12 @@
 
 ### 3. 整理结果
 - 以表格或列表形式展示数据
+- **Transaction 类数据必须使用 Markdown 表格展示**，遵循以下规范：
+  - 金额字段右对齐，保留2位小数，使用千分位分隔符（如：12,500.00）
+  - 日期字段统一格式：YYYY-MM-DD
+  - 状态字段使用 Emoji 标记：✅ 成功 / ❌ 失败 / ⚠️ 警告 / 🔄 处理中 / ⏳ 待处理
+  - 关键字段（如交易ID、金额、状态）加粗显示
+  - 数值为0或空值时显示为 `-`
 - 标注数据范围（时间、筛选条件）
 - 说明数据来源
 
@@ -112,11 +213,27 @@
 
 ### 数据表格
 
+**标准格式：**
 | [列1] | [列2] | [列3] | ... |
 |-------|-------|-------|-----|
 | [值1] | [值2] | [值3] | ... |
 | ... | ... | ... | ... |
 
+**Transaction 类数据格式示例：**
+| **交易ID** | **交易日期** | **交易类型** | **金额（元）** | **状态** | **备注** |
+|------------|--------------|--------------|----------------:|----------|----------|
+| **TXN001** | 2024-01-15 | 收入 | **12,500.00** | ✅ 成功 | 客户付款 |
+| **TXN002** | 2024-01-15 | 支出 | **-3,200.00** | ❌ 失败 | 余额不足 |
+| **TXN003** | 2024-01-16 | 收入 | **8,750.50** | ⚠️ 警告 | 待确认 |
+| **TXN004** | 2024-01-16 | 转账 | **-1,500.00** | 🔄 处理中 | - |
+| **TXN005** | 2024-01-17 | 收入 | **-** | ⏳ 待处理 | 预约交易 |
+
+**格式说明：**
+- 金额字段右对齐（使用 `:` 标记），保留2位小数，千分位分隔
+- 状态字段使用 Emoji：✅ 成功 / ❌ 失败 / ⚠️ 警告 / 🔄 处理中 / ⏳ 待处理
+- 关键字段（交易ID、金额、状态）加粗显示
+- 数值为0或空值时显示为 `-`
+
 **记录统计：**
 - 返回记录数：[N] 条
 - 数据时间范围：[实际数据的时间范围]
@@ -156,7 +273,7 @@
 
 ## 查询模式
 
-### 语义指标查询模式
+### 语义指标查询模式（聚合数据）
 
 **1. 时间趋势查询**
 - 获取指标随时间的变化数据
@@ -173,19 +290,22 @@
 - 示例：各区域每月销售额
 - groupBy: ["DocDate__month", "org_region"]
 
-### SQL 查询模式
+### SQL 查询模式（表格数据）
 
 **1. 明细查询**
 - 获取特定条件的原始数据行
 - 示例：查询某客户的所有订单明细
+- 适用：需要查看具体字段值、导出数据
 
 **2. 聚合查询**
 - 按自定义维度统计
 - 示例：按产品类别统计订单数量
+- 适用：指标未预定义时的自定义统计
 
 **3. 关联查询**
 - 多表关联获取数据
 - 示例：订单表关联客户表获取完整信息
+- 适用：需要跨表字段组合
 
 ---
 
@@ -203,7 +323,8 @@
 
 ## 示例场景
 
-### 场景 1：查本月销售额
+### 场景 1：查本月销售额（指标查询）
+**类型：聚合统计**
 ```
 步骤：
 1. query_metrics_list 
@@ -212,7 +333,8 @@
 4. 整理结果并写入 /tmp/data-monthly-sales.md
 ```
 
-### 场景 2：查华东区域客户列表
+### 场景 2：查华东区域客户列表（表格查询）
+**类型：明细数据**
 ```
 步骤：
 1. query_tables_list
@@ -221,7 +343,8 @@
 4. 整理结果并写入 /tmp/data-east-region-customers.md
 ```
 
-### 场景 3：查某产品的历史销量
+### 场景 3：查某产品的历史销量（指标查询）
+**类型：聚合统计**
 ```
 步骤：
 1. query_semantic_metric_data(
@@ -231,6 +354,23 @@
 2. 整理结果并写入 /tmp/data-product-p001-sales.md
 ```
 
+### 场景 4：查本月销售趋势+异常交易明细（组合查询）
+**类型：先指标后明细**
+```
+步骤：
+# 第1步：指标查询（发现趋势）
+1. query_semantic_metric_data(
+     指标: "order_amt",
+     时间范围: 本月,
+     groupBy: ["DocDate__day"]
+   )
+2. 发现15日销售额异常下降
+
+# 第2步：表格查询（定位明细）
+3. execute_sql_query("SELECT * FROM orders WHERE date = '2024-01-15' AND amount > 10000")
+4. 整理结果并写入 /tmp/data-sales-trend-and-anomaly.md
+```
+
 ---
 
 ## 输出示例