@duckcodeailabs/dql-agent 1.7.0 → 1.7.1

package/dist/app-builder.d.ts

@@ -1,8 +1,31 @@
-import { type AppDocument, type DashboardDocument, type DashboardTileFilterBinding, type DashboardTileParameterBinding, type DashboardTileSourceEvidence, type DashboardVizConfig } from "@duckcodeailabs/dql-core";
+import { type AppDocument, type DashboardDocument, type DashboardSemanticQueryRef, type DashboardStoryEvidencePlan, type DashboardTileFilterBinding, type DashboardTileParameterBinding, type DashboardTileSourceEvidence, type DashboardVizConfig } from "@duckcodeailabs/dql-core";
 import type { KGStore } from "./kg/sqlite-fts.js";
 import type { NarrateResult } from "./narrate.js";
+export type AppMode = "personal" | "stakeholder";
+export interface AppRequirement {
+    id: string;
+    question: string;
+    role: "kpi" | "trend" | "breakdown" | "detail";
+    measures: string[];
+    dimensions: string[];
+    filters: string[];
+    grain?: string;
+    ranking?: {
+        direction: "top" | "bottom";
+        limit: number;
+    };
+}
+export interface RequirementCoverage {
+    requirementId: string;
+    status: "covered" | "gap";
+    source: "certified_block" | "semantic_query" | "gap";
+    tileId?: string;
+    sourceId?: string;
+    trustState: AppPlanTrustState;
+    reasons: string[];
+}
 export type AppBuilderSkillId = "interpret_business_intent" | "match_certified_context" | "shape_business_story" | "design_dashboard_layout" | "draft_missing_sections" | "route_review";
-export type AppPlanTileKind = "certified_block" | "draft_placeholder" | "narrative";
+export type AppPlanTileKind = "certified_block" | "semantic_query" | "draft_placeholder" | "narrative";
 export type AppPlanAnalysisIntent = "executive_summary" | "metric_monitoring" | "driver_analysis" | "entity_drilldown" | "trust_review" | "data_quality" | "experiment_readout";
 export type AppPlanTileRole = "business_summary" | "kpi" | "trend" | "breakdown" | "evidence" | "trust" | "research" | "narrative";
 export type AppPlanTrustState = "certified" | "review_required" | "draft_ready";
@@ -46,6 +69,8 @@ export interface AppPlanTile {
     kind: AppPlanTileKind;
     description?: string;
     blockId?: string;
+    semantic?: DashboardSemanticQueryRef;
+    requirementIds?: string[];
     sourceNodeId?: string;
     viz: DashboardVizConfig["type"];
     certification: "certified" | "uncertified";
@@ -98,7 +123,12 @@ export interface AppBuilderSkill {
     description: string;
 }
 export interface AppPlan {
-    version: 1;
+    version: 2;
+    mode: AppMode;
+    snapshotId?: string;
+    requirements: AppRequirement[];
+    requirementCoverage: RequirementCoverage[];
+    storyEvidencePlan: DashboardStoryEvidencePlan;
     appId: string;
     name: string;
     prompt: string;
@@ -158,6 +188,9 @@ export interface PlanAppFromPromptInput {
     preferredBlockIds?: string[];
     maxCertifiedTiles?: number;
     plannerMode?: "deterministic" | "ai_assisted";
+    mode?: AppMode;
+    snapshotId?: string;
+    allowSemanticQueries?: boolean;
 }
 export interface AppPlanValidationIssue {
     level: "error" | "warning";

package/dist/app-builder.d.ts.map

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package/dist/app-builder.js

@@ -1,6 +1,9 @@
 import { existsSync, mkdirSync, writeFileSync } from "node:fs";
+import { createHash } from "node:crypto";
 import { join, relative } from "node:path";
 import { parseAppDocument, parseDashboardDocument, suggestAppId, } from "@duckcodeailabs/dql-core";
+import { buildAnalysisQuestionPlan } from "./metadata/analysis-planner.js";
+import { certifiedFitAllowsTier1, evaluateCertifiedBlockFit } from "./metadata/block-fit.js";
 export const APP_BUILDER_SKILLS = [
     {
         id: "interpret_business_intent",
@@ -33,6 +36,163 @@ export const APP_BUILDER_SKILLS = [
         description: "Keep generated analysis review-required and attach concrete next steps before stakeholder use.",
     },
 ];
+function appRequirementsForPrompt(prompt) {
+    const analysis = buildAnalysisQuestionPlan(prompt);
+    const measures = analysis.requestedShape.measures.length
+        ? analysis.requestedShape.measures
+        : analysis.metricTerms;
+    const dimensions = analysis.requestedShape.dimensions;
+    const filters = analysis.requestedShape.filters;
+    const ranking = analysis.requestedShape.topN
+        ? { direction: analysis.requestedShape.rankingDirection ?? "top", limit: analysis.requestedShape.topN.n }
+        : undefined;
+    const requirements = [{
+            id: "primary",
+            question: prompt,
+            role: ranking ? "detail" : dimensions.length ? "breakdown" : "kpi",
+            measures,
+            dimensions,
+            filters,
+            grain: analysis.requestedShape.grain,
+            ...(ranking ? { ranking } : {}),
+        }];
+    const wantsTrend = analysis.mode === "trend" || /\btrend|over time|weekly|monthly|quarterly\b/i.test(prompt);
+    if (wantsTrend && !requirements.some((requirement) => requirement.role === "trend")) {
+        requirements.push({
+            id: "trend",
+            question: `${measures.join(" and ") || "primary metric"} over time`,
+            role: "trend",
+            measures,
+            dimensions: analysis.timeTerms.length ? analysis.timeTerms : ["time"],
+            filters,
+        });
+    }
+    for (const dimension of dimensions.slice(0, 2)) {
+        if (requirements[0]?.dimensions.includes(dimension) && dimensions.length === 1)
+            continue;
+        requirements.push({
+            id: `by-${slugify(dimension)}`,
+            question: `${measures.join(" and ") || "primary metric"} by ${dimension}`,
+            role: "breakdown",
+            measures,
+            dimensions: [dimension],
+            filters,
+        });
+    }
+    return requirements;
+}
+function certifiedCoverageForRequirement(requirement, nodes) {
+    const plan = buildAnalysisQuestionPlan(requirement.question);
+    const ranked = nodes.map((node) => ({
+        node,
+        fit: evaluateCertifiedBlockFit({ question: requirement.question, plan, block: node }),
+        requirementFit: certifiedNodeCoversRequirement(node, requirement),
+    }));
+    const exact = ranked.find((candidate) => certifiedFitAllowsTier1(candidate.fit) && candidate.requirementFit.ok);
+    if (exact)
+        return { node: exact.node, reasons: exact.fit.reasons };
+    return {
+        reasons: Array.from(new Set(ranked.flatMap((candidate) => [
+            ...(certifiedFitAllowsTier1(candidate.fit) && !candidate.requirementFit.ok ? [] : candidate.fit.reasons),
+            ...candidate.requirementFit.reasons,
+        ]))).slice(0, 5),
+    };
+}
+/**
+ * App requirements are already structured, so they are a stronger contract than
+ * reparsing the short requirement question.  This guard prevents descriptive
+ * metadata from making (for example) a product ranking look like a time trend,
+ * or an all-customer lifetime ranking look like a beverage-filtered ranking.
+ */
+function certifiedNodeCoversRequirement(node, requirement) {
+    const haystack = canonicalRequirementText(JSON.stringify(node));
+    const missingDimensions = requirement.dimensions.filter((dimension) => !requirementTermAliases(dimension).some((alias) => haystack.includes(` ${alias} `)));
+    const filterTerms = requirement.filters.flatMap((filter) => canonicalRequirementText(filter).trim().split(/\s+/).filter((term) => term.length > 2 && !REQUIREMENT_FILTER_STOP_WORDS.has(term)));
+    const missingFilters = filterTerms.filter((term) => !requirementTermAliases(term).some((alias) => haystack.includes(` ${alias} `)));
+    const reasons = [
+        missingDimensions.length ? `certified source does not prove dimensions: ${missingDimensions.join(", ")}` : "",
+        missingFilters.length ? `certified source does not prove filters: ${missingFilters.join(", ")}` : "",
+    ].filter(Boolean);
+    return { ok: reasons.length === 0, reasons };
+}
+const REQUIREMENT_FILTER_STOP_WORDS = new Set([
+    "and", "for", "from", "with", "different", "type", "types", "specific", "only", "all",
+]);
+function canonicalRequirementText(value) {
+    return ` ${value.toLowerCase().replace(/[^a-z0-9]+/g, " ").trim()} `;
+}
+function requirementTermAliases(value) {
+    const term = canonicalRequirementText(value).trim();
+    if (["time", "date"].includes(term))
+        return ["time", "date", "day", "week", "month", "quarter", "year", "ordered at"];
+    if (["beverage", "beverages"].includes(term))
+        return ["beverage", "beverages", "drink", "drinks"];
+    if (["customer", "customers"].includes(term))
+        return ["customer", "customers", "customer name", "customer id"];
+    if (["product", "products"].includes(term))
+        return ["product", "products", "product name", "product id", "item", "sku"];
+    return [term];
+}
+function semanticTileForRequirement(kg, requirement, domain, snapshotId) {
+    if (requirement.measures.length === 0)
+        return null;
+    const hits = kg.search({
+        query: requirement.question,
+        domain: domain === "general" ? undefined : domain,
+        kinds: ["metric", "measure", "semantic_model", "dimension"],
+        limit: 24,
+    }).map((hit) => hit.node);
+    const metricNodes = hits.filter((node) => node.kind === "metric" || node.kind === "measure");
+    const modelNodes = hits.filter((node) => node.kind === "semantic_model");
+    if (metricNodes.length === 0 || modelNodes.length === 0)
+        return null;
+    const requested = new Set(requirement.measures.map((measure) => slugify(measure).replace(/-/g, "_")));
+    const metric = metricNodes.find((node) => requested.has(slugify(node.name).replace(/-/g, "_"))) ?? metricNodes[0];
+    if (!metric)
+        return null;
+    const semanticModelRefs = Array.from(new Set(modelNodes.map((node) => node.name))).slice(0, 4);
+    const id = `semantic-${requirement.id}`;
+    const fingerprintPayload = JSON.stringify({
+        metric: metric.nodeId,
+        dimensions: requirement.dimensions,
+        filters: requirement.filters,
+        models: semanticModelRefs,
+        snapshotId,
+    });
+    const semantic = {
+        id,
+        provider: metric.provenance?.toLowerCase().includes("metricflow") ? "metricflow" : "native",
+        metrics: [metric.name],
+        ...(requirement.dimensions.length ? { dimensions: requirement.dimensions } : {}),
+        ...(requirement.ranking ? {
+            orderBy: [{ field: metric.name, direction: requirement.ranking.direction === "bottom" ? "asc" : "desc" }],
+            limit: requirement.ranking.limit,
+        } : {}),
+        semanticModelRefs,
+        definitionFingerprint: `sha256:${createHash("sha256").update(fingerprintPayload).digest("hex")}`,
+        ...(snapshotId ? { snapshotId } : {}),
+    };
+    const viz = requirement.role === "kpi"
+        ? "single_value"
+        : requirement.role === "trend" ? "line" : requirement.ranking ? "bar" : "table";
+    return {
+        id,
+        title: requirement.question,
+        kind: "semantic_query",
+        semantic,
+        requirementIds: [requirement.id],
+        viz,
+        certification: "uncertified",
+        reviewStatus: "review_required",
+        trustState: "review_required",
+        rationale: "Governed semantic coverage for a requirement not fully covered by a compatible certified block.",
+        sourceEvidence: [
+            { source: metric.nodeId, nodeId: metric.nodeId, kind: metric.kind, reason: "Reviewed semantic metric", trustState: "review_required" },
+            ...modelNodes.slice(0, 4).map((node) => ({ source: node.nodeId, nodeId: node.nodeId, kind: node.kind, reason: "Semantic model used by the canonical query", trustState: "review_required" })),
+        ],
+        reviewTasks: ["Review semantic definition freshness and result shape before stakeholder publication."],
+    };
+}
 export function planAppFromPrompt(input) {
     const prompt = input.prompt.trim();
     if (!prompt)
@@ -54,7 +214,61 @@ export function planAppFromPrompt(input) {
     const promptFilters = inferFilters(prompt);
     const blockFilters = filtersFromCertifiedNodes(certifiedNodes);
     const filters = blockFilters.length > 0 ? mergeAppFilters(blockFilters, promptFilters) : promptFilters;
-    const certifiedTiles = certifiedNodes.map((node, index) => tileFromCertifiedNode(node, index, analysisIntent, filters));
+    const candidateCertifiedTiles = certifiedNodes.map((node, index) => tileFromCertifiedNode(node, index, analysisIntent, filters));
+    const requirements = appRequirementsForPrompt(prompt);
+    const coverage = [];
+    const selectedCertifiedIds = new Set();
+    const semanticTiles = [];
+    for (const requirement of requirements) {
+        const match = certifiedCoverageForRequirement(requirement, certifiedNodes);
+        if (match.node) {
+            const tileId = slugify(match.node.name) || match.node.nodeId;
+            selectedCertifiedIds.add(match.node.nodeId);
+            coverage.push({
+                requirementId: requirement.id,
+                status: "covered",
+                source: "certified_block",
+                tileId,
+                sourceId: match.node.nodeId,
+                trustState: "certified",
+                reasons: match.reasons,
+            });
+            continue;
+        }
+        const semanticTile = input.allowSemanticQueries === false
+            ? null
+            : semanticTileForRequirement(input.kg, requirement, domain, input.snapshotId);
+        if (semanticTile) {
+            semanticTiles.push(semanticTile);
+            coverage.push({
+                requirementId: requirement.id,
+                status: "covered",
+                source: "semantic_query",
+                tileId: semanticTile.id,
+                sourceId: semanticTile.semantic?.id,
+                trustState: "review_required",
+                reasons: ["No fully compatible certified block; covered by a governed semantic query."],
+            });
+        }
+        else {
+            coverage.push({
+                requirementId: requirement.id,
+                status: "gap",
+                source: "gap",
+                trustState: "draft_ready",
+                reasons: match.reasons.length ? match.reasons : ["No compatible certified block or reviewed semantic definition was found."],
+            });
+        }
+    }
+    // Keep compatible certified context only. For legacy unshaped prompts, retain
+    // the best certified candidates so existing simple App generation stays useful.
+    // Requirement coverage is strict, while explicitly discovered certified
+    // context may still appear as supporting evidence tiles. It never closes a
+    // requirement unless the compatibility check above succeeds.
+    // Compatible blocks close requirements; other strongly related certified
+    // blocks may still appear as supporting context, but never change coverage.
+    const certifiedTiles = candidateCertifiedTiles;
+    const dashboardTiles = [...certifiedTiles, ...semanticTiles];
     const scopedReports = inferScopedReports(prompt, domain, analysisIntent, certifiedNodes);
     const certifiedContextSummary = summarizeCertifiedContext([
         ...certifiedNodes,
@@ -76,7 +290,18 @@ export function planAppFromPrompt(input) {
         filterLabels: filters.map((filter) => filter.label),
     });
     return {
-        version: 1,
+        version: 2,
+        mode: input.mode ?? "stakeholder",
+        ...(input.snapshotId ? { snapshotId: input.snapshotId } : {}),
+        requirements,
+        requirementCoverage: coverage,
+        storyEvidencePlan: {
+            version: 1,
+            goal: prompt,
+            audience,
+            eligibleTileIds: dashboardTiles.map((tile) => tile.id),
+            driverTileIds: dashboardTiles.filter((tile) => tile.display?.role === "breakdown" || tile.requirementIds?.some((id) => id.startsWith("by-"))).map((tile) => tile.id),
+        },
         appId,
         name: appName,
         prompt,
@@ -139,7 +364,7 @@ export function planAppFromPrompt(input) {
                 title: inferDashboardTitle(prompt, domain, appName),
                 description: `Certified app surface for ${audience}. Draft gaps stay in reports until reviewed.`,
                 filters,
-                tiles: certifiedTiles,
+                tiles: dashboardTiles,
             },
         ],
         caveats: [
@@ -154,9 +379,9 @@ export function planAppFromPrompt(input) {
         ],
         coverage: {
             certifiedTiles: certifiedTiles.length,
-            gaps: scopedReports.length,
-            ratio: certifiedTiles.length + scopedReports.length > 0
-                ? certifiedTiles.length / (certifiedTiles.length + scopedReports.length)
+            gaps: coverage.filter((item) => item.status === "gap").length,
+            ratio: coverage.length > 0
+                ? coverage.filter((item) => item.status === "covered").length / coverage.length
                 : 0,
         },
     };
@@ -165,7 +390,7 @@ export function validateAppPlan(plan, kg) {
     const issues = [];
     let certifiedTiles = 0;
     let draftTiles = 0;
-    if (plan.version !== 1)
+    if (plan.version !== 2)
         issues.push(error("version", "unsupported app plan version"));
     if (!plan.appId || !/^[a-z0-9][a-z0-9_-]*$/i.test(plan.appId)) {
         issues.push(error("appId", "appId must be folder-safe"));
@@ -207,6 +432,23 @@ export function validateAppPlan(plan, kg) {
                     issues.push(error(path, "certified block tiles must be visibly certified"));
                 }
             }
+            else if (tile.kind === "semantic_query") {
+                draftTiles += 1;
+                if (!tile.semantic) {
+                    issues.push(error(`${path}.semantic`, "semantic query tile requires a canonical semantic reference"));
+                }
+                else {
+                    if (tile.semantic.metrics.length === 0)
+                        issues.push(error(`${path}.semantic.metrics`, "semantic query requires a metric"));
+                    if (tile.semantic.semanticModelRefs.length === 0)
+                        issues.push(error(`${path}.semantic.semanticModelRefs`, "semantic query requires reviewed model references"));
+                    if (!tile.semantic.definitionFingerprint)
+                        issues.push(error(`${path}.semantic.definitionFingerprint`, "semantic query requires a definition fingerprint"));
+                }
+                if (tile.certification === "certified" || tile.reviewStatus === "certified") {
+                    issues.push(error(path, "semantic query tiles cannot be presented as certified blocks"));
+                }
+            }
             else {
                 draftTiles += 1;
                 issues.push(error(path, "stakeholder dashboard tiles must be certified blocks; route generated story, trust, and analysis work through scoped reports or Copilot investigations"));
@@ -240,6 +482,15 @@ export function generateAppFromPlan(projectRoot, plan, kg, options = {}) {
         throw new Error(`App already exists: ${relative(projectRoot, appDir)}`);
     }
     const dashboardId = plan.pages[0]?.id || "overview";
+    const sourceNodes = plan.pages.flatMap((page) => page.tiles)
+        .flatMap((tile) => tile.sourceEvidence ?? [])
+        .map((evidence) => evidence.nodeId ? kg.getNode(evidence.nodeId) : undefined)
+        .filter((node) => Boolean(node));
+    const usedDomains = Array.from(new Set([plan.domain, ...sourceNodes.map((node) => node.domain).filter((domain) => Boolean(domain))]));
+    const requiredExports = Array.from(new Set(sourceNodes.flatMap((node) => {
+        const value = node.payload?.requiredExports;
+        return Array.isArray(value) ? value.filter((item) => typeof item === "string") : [];
+    })));
     const app = {
         version: 1,
         id: plan.appId,
@@ -253,10 +504,10 @@ export function generateAppFromPlan(projectRoot, plan, kg, options = {}) {
             "Certified tiles must reference existing certified blocks.",
         ],
         caveats: plan.caveats,
-        visibility: "shared",
+        visibility: plan.mode === "personal" ? "private" : "shared",
         ownerDomain: plan.domain,
-        usesDomains: [plan.domain],
-        requiredExports: [],
+        usesDomains: usedDomains,
+        requiredExports,
         domain: plan.domain,
         audience: plan.audience,
         lifecycle: plan.lifecycle,
@@ -314,16 +565,16 @@ export function generateAppFromPlan(projectRoot, plan, kg, options = {}) {
     const dashboards = plan.pages.map((page, pageIndex) => ({
         version: 1,
         id: page.id,
-        // Story layout on the primary page when a narration was supplied.
         ...(options.narration && pageIndex === 0
             ? { sections: buildStorySections(page.tiles, options.narration) }
             : {}),
+        ...(pageIndex === 0 ? { story: plan.storyEvidencePlan } : {}),
         metadata: {
             title: page.title,
             description: page.description ?? plan.planning.displayStrategy,
             domain: plan.domain,
             audience: plan.audience,
-            visibility: "shared",
+            visibility: plan.mode === "personal" ? "private" : "shared",
             lifecycle: "draft",
             tags: plan.tags,
             businessOutcome: plan.planning.normalizedGoal,
@@ -1168,9 +1419,12 @@ function buildLayoutItems(tiles) {
             trustState: tile.trustState ?? tile.display?.trustState ?? (tile.certification === "certified" ? "certified" : "draft_ready"),
             reviewStatus: tile.reviewStatus,
         };
-        if (isDashboardTile(tile)) {
+        if (tile.kind === "certified_block" && tile.blockId) {
             item.block = { blockId: tile.blockId };
         }
+        else if (tile.kind === "semantic_query" && tile.semantic) {
+            item.semantic = tile.semantic;
+        }
         else {
             item.text = { markdown: markdownForGeneratedPlanTile(tile) };
         }
@@ -1200,7 +1454,8 @@ function markdownForGeneratedPlanTile(tile) {
     ].filter(Boolean).join("\n");
 }
 function isDashboardTile(tile) {
-    return tile.kind === "certified_block" && tile.certification === "certified" && Boolean(tile.blockId);
+    return (tile.kind === "certified_block" && tile.certification === "certified" && Boolean(tile.blockId))
+        || (tile.kind === "semantic_query" && Boolean(tile.semantic));
 }
 function appPlanReadme(plan, validation) {
     const reviewDashboardItems = plan.pages.flatMap((page) => page.tiles