@microsoft/m365-copilot-eval 1.1.0-preview.1 → 1.2.0-preview.1

package/README.md

@@ -9,6 +9,8 @@ A **zero-configuration** CLI for evaluating M365 Copilot agents. Send prompts to
 - - Relevance (1–5)
 - - Coherence (1–5)
 - - Groundedness (1–5)
+- - Tool Call Accuracy (1–5)
+- - Citations (0–1)
 - Multiple input modes: command‑line list, JSON file, interactive.
 - Multiple output formats: console (colorized), JSON, CSV, HTML (auto‑opens report).
 
@@ -26,37 +28,48 @@ A **zero-configuration** CLI for evaluating M365 Copilot agents. Send prompts to
 ### Install the Tool
 
 1. Make sure you have Node.js
-2. Run `npm install @microsoft/m365-copilot-eval`
+2. Run `npm install -g @microsoft/m365-copilot-eval`
 
 ### Setup Steps
 
 Now, set up where you'll store your environment variables:
 
 **Are you using M365 Agents Toolkit (ATK)?**
-- ✅ **Yes** → You already have `.env.local` in your project with `M365_TITLE_ID`. You'll add Azure OpenAI variables to this file.
-- ✅ **No** → Create a new `env/.env.dev` file in your project directory. You'll add all variables there.
+- - **Yes** → You already have `.env.local` in your project with `M365_TITLE_ID` (automatically used as your agent ID). Keep non-secret config there and put secrets like `AZURE_AI_API_KEY` in `.env.local.user` (never committed).
+- - **No** → Create a new `env/.env.dev` file in your project directory. You'll add all variables there.
 
 The CLI loads environment variables from multiple sources (in order of precedence):
 
 1. **`.env.local`** in current directory (auto-detected, ideal for ATK projects)
-2. **`env/.env.{environment}`** via `--env` flag (e.g., `--env dev` loads `env/.env.dev`)
-3. **System environment variables**
+2. **`.env.local.user`** in current directory — or **`env/.env.local.user`** — auto-loaded as a user-specific override (never commit this file; put secrets here)
+3. **`env/.env.{environment}`** via `--env` flag (e.g., `--env dev` loads `env/.env.dev`)
+4. **System environment variables**
 
 #### Option 1: For M365 Agents Toolkit (ATK) Projects
 
-If you're working in an ATK project, you already have `.env.local` with `M365_TITLE_ID`. Just add your Azure credentials and tenant ID:
+ATK projects already check in `.env.local` with agent configuration. **Do not put secrets in `.env.local`** — use `.env.local.user` instead, which is loaded automatically and should be added to your `.gitignore`.
 
 ```bash
-# .env.local (existing ATK project file)
+# .env.local (checked in — no secrets!)
 # Already present from ATK:
 M365_TITLE_ID="T_your-title-id-here"  # Auto-generated by ATK
+```
 
-# You'll add these (see Getting Variables section below):
+```bash
+# .env.local.user (NOT checked in — secrets go here)
 AZURE_AI_OPENAI_ENDPOINT="<your-azure-openai-endpoint>"
 AZURE_AI_API_KEY="<your-api-key-from-azure-portal>"
 TENANT_ID="<your-tenant-id>"
 ```
 
+Add `.env.local.user` to your `.gitignore`:
+
+```gitignore
+# User-specific secrets — never commit
+.env.local.user
+env/.env.local.user
+```
+
 #### Option 2: For Non-ATK Projects
 
 Create `env/.env.dev` in your project directory:
@@ -69,16 +82,12 @@ M365_AGENT_ID="your-agent-id"  # e.g., U_0dc4a8a2-b95f-edac-91c8-d802023ec2d4
 # You'll add these (see Getting Variables section below):
 AZURE_AI_OPENAI_ENDPOINT="<your-azure-openai-endpoint>"
 AZURE_AI_API_KEY="<your-api-key-from-azure-portal>"
-TENANT_ID="<your-tenant-id>"
-```
-
-#### Optional Overrides
-```bash
 AZURE_AI_API_VERSION="2024-12-01-preview"  # default
 AZURE_AI_MODEL_NAME="gpt-4o-mini"           # default
+TENANT_ID="<your-tenant-id>"
 ```
 
-You can also override the agent ID at runtime: `runevals --agent-id "custom-id"`
+You can also override the agent ID at runtime: `runevals --m365-agent-id "custom-id"`
 
 ---
 
@@ -103,13 +112,13 @@ az account show --query tenantId
 ```
 
 ### 2. Agent ID 
-- If you have created your agent using Agents Toolkit, then the agent-id is the M365_TITLE_ID in .env.local file
+- If you have created your agent using Agents Toolkit, the tool automatically reads `M365_TITLE_ID` from `.env.local` and constructs the agent ID.
 - If you don't know your agent-id, the tool offers agent selection when you try to submit a job. The agent selection has both the name, description, agent-id so that you can select the right agent.
 
 
 ### 3. Azure OpenAI Endpoint and API Key
 
-You need both the endpoint URL and API key from your Azure OpenAI resource for "LLM as a Judge" evaluations.
+You need both the endpoint URL and API key from your Azure OpenAI resource for "LLM as a Judge" evaluations. This Azure OpenAI endpoint can be in any tenant or account, and you will just configure the Evals tool using `AZURE_AI_OPENAI_ENDPOINT` and `AZURE_AI_API_KEY`.
 
 **How to obtain:**
 
@@ -226,7 +235,7 @@ When you run an evaluation from your agent project directory, you'll see:
 🚀 M365 Copilot Agent Evaluations CLI
 
 📂 Loading environment: dev
-🤖 Agent ID (from M365_TITLE_ID): T_my-agent.declarativeAgent
+🤖 Agent ID: T_my-agent.declarativeAgent
 📄 Using prompts file: ./evals/evals.json
 
 📊 Running evaluations...
@@ -318,7 +327,7 @@ Options:
   --prompts-file <file>         JSON file with prompts
   -o, --output <file>           output file (JSON, CSV, or HTML)
   -i, --interactive             interactive prompt entry mode
-  --agent-id <id>               override agent ID
+  --m365-agent-id <id>          override agent ID
   --env <environment>           environment name (default: dev)
   --init-only                   just setup, don't run evals
   -h, --help                    display help
@@ -393,6 +402,43 @@ This project has adopted the [Microsoft Open Source Code of Conduct](https://ope
 For more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or
 contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments.
 
+## Schema Versioning
+
+The eval document schema is versioned independently from the CLI, following [Semantic Versioning](https://semver.org/). This allows external consumers to depend on a stable contract without coupling to CLI release cycles.
+
+- **Schema location**: [`schema/v1/eval-document.schema.json`](schema/v1/eval-document.schema.json)
+- **Schema changelog**: [`schema/CHANGELOG.md`](schema/CHANGELOG.md)
+- **Consumer quickstart**: [`specs/wi-6081652-dataset-schema-versioning/quickstart.md`](specs/wi-6081652-dataset-schema-versioning/quickstart.md)
+
+### Eval Document Format
+
+Eval documents should include a `schemaVersion` field:
+
+```json
+{
+  "schemaVersion": "1.0.0",
+  "items": [
+    {
+      "prompt": "What is Microsoft 365?",
+      "expected_response": "Microsoft 365 is a cloud-based productivity suite."
+    }
+  ]
+}
+```
+
+### Auto-Upgrade Behavior
+
+When the CLI loads an eval document:
+
+- **Legacy documents** (missing `schemaVersion`): Automatically upgraded with a timestamped backup (e.g., `file.json.bak.20260205143052`)
+- **Older versions** (same major version): `schemaVersion` field updated without backup
+- **Invalid documents**: CLI exits with an error message and guidance to review the schema changelog
+- **Future versions**: CLI rejects with a message suggesting a CLI update
+
+### Version Compatibility
+
+Within a major version (e.g., 1.x.x), backward compatibility is guaranteed. Documents valid against 1.0.0 will remain valid against 1.1.0, 1.2.0, etc.
+
 ## Trademarks
 
 This project may contain trademarks or logos for projects, products, or services. Authorized use of Microsoft

package/package.json

@@ -1,8 +1,9 @@
 {
   "name": "@microsoft/m365-copilot-eval",
-  "version": "1.1.0-preview.1",
+  "version": "1.2.0-preview.1",
+  "minCliVersion": "1.0.1-preview.1",
   "description": "Zero-config Node.js wrapper for M365 Copilot Agent Evaluations CLI (Python-based Azure AI Evaluation SDK)",
-  "publishDate": "2026-02-03",
+  "publishDate": "2026-03-11",
   "main": "src/clients/node-js/lib/index.js",
   "type": "module",
   "bin": {
@@ -71,6 +72,7 @@
     "src/clients/cli/**/*.py",
     "src/clients/cli/requirements.txt",
     "src/clients/cli/samples/",
+    "schema/",
     "README.md",
     "LICENSE"
   ],

package/schema/CHANGELOG.md

@@ -0,0 +1,21 @@
+# Changelog - M365 Copilot Eval Document Schema
+
+All notable changes to the eval document schema will be documented in this file.
+
+The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
+and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+
+## [1.0.0] - 2026-02-19
+
+### Added
+
+- Initial schema version for eval document contract
+- Root document structure: `schemaVersion` (required), `metadata` (optional), `items` (required)
+- `DocumentMetadata` with `name`, `description`, `createdAt`, `createdBy`, `evaluatedAt`, `tags`, `agentId`, and `extensions`
+- `EvalItem` with `prompt` (required), `expected_response`, `response`, `context`, `citations`, `scores`, and `extensions`
+- `ScoreCollection` with `relevance`, `coherence`, `groundedness`, `toolCallAccuracy`, and `citations` scores
+- `EvalScore` standard score structure (1-5 scale) with `score`, `result`, `threshold`, `reason`, `evaluator`
+- `CitationScore` for citation-specific evaluation with `count`, `result`, `threshold`, `format`, `citations`
+- `Citation` reference object with `index`, `text`, `source`
+- Extension points at `metadata.extensions` and `items[].extensions` for forward compatibility
+- `additionalProperties: true` on all objects for forward compatibility within major version

package/schema/v1/eval-document.schema.json

@@ -0,0 +1,236 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "$id": "https://raw.githubusercontent.com/microsoft/M365-Copilot-Agent-Evals/refs/heads/main/schema/v1/eval-document.schema.json",
+  "title": "M365 Copilot Eval Document",
+  "description": "Schema for evaluation documents used by M365 Copilot Agent Evals CLI. Version 1.0.0.",
+  "type": "object",
+  "required": ["schemaVersion", "items"],
+  "additionalProperties": true,
+  "properties": {
+    "$schema": {
+      "type": "string",
+      "format": "uri",
+      "description": "JSON Schema URI for editor validation support"
+    },
+    "schemaVersion": {
+      "type": "string",
+      "pattern": "^1\\.\\d+\\.\\d+$",
+      "description": "SemVer string identifying the schema version this document conforms to (e.g., '1.0.0')",
+      "examples": ["1.0.0", "1.1.0", "1.2.0"]
+    },
+    "metadata": {
+      "$ref": "#/$defs/DocumentMetadata"
+    },
+    "items": {
+      "type": "array",
+      "minItems": 1,
+      "description": "Array of evaluation items (prompts and optionally responses with scores)",
+      "items": {
+        "$ref": "#/$defs/EvalItem"
+      }
+    }
+  },
+  "$defs": {
+    "DocumentMetadata": {
+      "type": "object",
+      "description": "Optional metadata about the evaluation document",
+      "additionalProperties": true,
+      "properties": {
+        "name": {
+          "type": "string",
+          "description": "Human-readable name for the evaluation set"
+        },
+        "description": {
+          "type": "string",
+          "description": "Description of what this evaluation set tests"
+        },
+        "createdAt": {
+          "type": "string",
+          "format": "date-time",
+          "description": "ISO 8601 timestamp when the document was created"
+        },
+        "createdBy": {
+          "type": "string",
+          "description": "Author or system that created the document"
+        },
+        "evaluatedAt": {
+          "type": "string",
+          "format": "date-time",
+          "description": "ISO 8601 timestamp when evaluation was performed (output documents)"
+        },
+        "tags": {
+          "type": "array",
+          "items": {
+            "type": "string"
+          },
+          "description": "Tags for categorization and filtering"
+        },
+        "agentId": {
+          "type": "string",
+          "description": "M365 Agent ID this evaluation targets"
+        },
+        "extensions": {
+          "type": "object",
+          "additionalProperties": true,
+          "description": "Extension point for custom metadata. Use reverse-domain notation for field names."
+        }
+      }
+    },
+    "EvalItem": {
+      "type": "object",
+      "description": "A single evaluation item containing a prompt and optionally a response with scores",
+      "required": ["prompt"],
+      "additionalProperties": true,
+      "properties": {
+        "prompt": {
+          "type": "string",
+          "minLength": 1,
+          "description": "The input prompt to evaluate"
+        },
+        "expected_response": {
+          "type": "string",
+          "description": "Expected or ideal response for comparison during evaluation"
+        },
+        "response": {
+          "type": "string",
+          "description": "Actual response from the agent (present in output documents)"
+        },
+        "context": {
+          "type": "string",
+          "description": "Additional context for grounding evaluation"
+        },
+        "citations": {
+          "type": "array",
+          "items": {
+            "$ref": "#/$defs/Citation"
+          },
+          "description": "Citations included in the response"
+        },
+        "scores": {
+          "$ref": "#/$defs/ScoreCollection"
+        },
+        "extensions": {
+          "type": "object",
+          "additionalProperties": true,
+          "description": "Extension point for custom item-level fields"
+        }
+      }
+    },
+    "ScoreCollection": {
+      "type": "object",
+      "description": "Collection of evaluation scores for an item",
+      "additionalProperties": true,
+      "properties": {
+        "relevance": {
+          "$ref": "#/$defs/EvalScore",
+          "description": "Relevance score (1-5)"
+        },
+        "coherence": {
+          "$ref": "#/$defs/EvalScore",
+          "description": "Coherence score (1-5)"
+        },
+        "groundedness": {
+          "$ref": "#/$defs/EvalScore",
+          "description": "Groundedness score (1-5)"
+        },
+        "toolCallAccuracy": {
+          "$ref": "#/$defs/EvalScore",
+          "description": "Tool call accuracy score (1-5)"
+        },
+        "citations": {
+          "$ref": "#/$defs/CitationScore",
+          "description": "Citation evaluation results"
+        }
+      }
+    },
+    "EvalScore": {
+      "type": "object",
+      "description": "Standard evaluation score (1-5 scale)",
+      "required": ["score", "result", "threshold"],
+      "additionalProperties": true,
+      "properties": {
+        "score": {
+          "type": "number",
+          "minimum": 1,
+          "maximum": 5,
+          "description": "Numeric score from 1.0 (worst) to 5.0 (best)"
+        },
+        "result": {
+          "type": "string",
+          "enum": ["pass", "fail"],
+          "description": "Pass/fail result based on threshold comparison"
+        },
+        "threshold": {
+          "type": "number",
+          "minimum": 1,
+          "maximum": 5,
+          "description": "Threshold used for pass/fail determination"
+        },
+        "reason": {
+          "type": "string",
+          "description": "Explanation of why this score was assigned"
+        },
+        "evaluator": {
+          "type": "string",
+          "description": "Name or identifier of the evaluator that produced this score"
+        }
+      }
+    },
+    "CitationScore": {
+      "type": "object",
+      "description": "Citation-specific evaluation score",
+      "required": ["count", "result", "threshold"],
+      "additionalProperties": true,
+      "properties": {
+        "count": {
+          "type": "integer",
+          "minimum": 0,
+          "description": "Number of citations found in the response"
+        },
+        "result": {
+          "type": "string",
+          "enum": ["pass", "fail"],
+          "description": "Pass/fail result based on citation count vs threshold"
+        },
+        "threshold": {
+          "type": "integer",
+          "minimum": 0,
+          "description": "Minimum required number of citations for pass"
+        },
+        "format": {
+          "type": "string",
+          "description": "Citation format detected. Known values: 'oai_unicode', 'bracket', 'mixed'. Additional formats may be added.",
+          "examples": ["oai_unicode", "bracket", "mixed"]
+        },
+        "citations": {
+          "type": "array",
+          "items": {
+            "$ref": "#/$defs/Citation"
+          },
+          "description": "Parsed citation objects"
+        }
+      }
+    },
+    "Citation": {
+      "type": "object",
+      "description": "A single citation reference",
+      "required": ["index"],
+      "additionalProperties": true,
+      "properties": {
+        "index": {
+          "type": "integer",
+          "minimum": 1,
+          "description": "Citation index (1-based)"
+        },
+        "text": {
+          "type": "string",
+          "description": "The cited text"
+        },
+        "source": {
+          "type": "string",
+          "description": "Source reference (URL, document name, etc.)"
+        }
+      }
+    }
+  }
+}

package/schema/v1/examples/invalid/empty-items.json

@@ -0,0 +1,4 @@
+{
+  "schemaVersion": "1.0.0",
+  "items": []
+}

package/schema/v1/examples/invalid/invalid-semver.json

@@ -0,0 +1,8 @@
+{
+  "schemaVersion": "version-one",
+  "items": [
+    {
+      "prompt": "What is Microsoft 365?"
+    }
+  ]
+}

package/schema/v1/examples/invalid/missing-schema-version.json

@@ -0,0 +1,7 @@
+{
+  "items": [
+    {
+      "prompt": "What is Microsoft 365?"
+    }
+  ]
+}

package/schema/v1/examples/invalid/wrong-type.json

@@ -0,0 +1,6 @@
+{
+  "schemaVersion": "1.0.0",
+  "items": {
+    "prompt": "This should be an array, not an object"
+  }
+}

package/schema/v1/examples/valid/comprehensive.json

@@ -0,0 +1,92 @@
+{
+  "$schema": "https://raw.githubusercontent.com/microsoft/M365-Copilot-Agent-Evals/refs/heads/main/schema/v1/eval-document.schema.json",
+  "schemaVersion": "1.0.0",
+  "metadata": {
+    "name": "Graph API Evaluation Set",
+    "description": "Test prompts for Microsoft Graph API knowledge",
+    "createdAt": "2026-01-20T10:00:00Z",
+    "createdBy": "eval-team",
+    "evaluatedAt": "2026-01-20T10:30:00Z",
+    "tags": ["graph", "api", "authentication"],
+    "agentId": "12345678-1234-1234-1234-123456789abc",
+    "extensions": {
+      "com.contoso.department": "engineering",
+      "com.contoso.priority": "high"
+    }
+  },
+  "items": [
+    {
+      "prompt": "What is Microsoft Graph API?",
+      "expected_response": "Microsoft Graph API is a unified endpoint for accessing Microsoft services.",
+      "context": "User is a developer new to Microsoft ecosystem.",
+      "response": "Microsoft Graph API is a gateway to data and intelligence in Microsoft 365.",
+      "scores": {
+        "relevance": {
+          "score": 5.0,
+          "result": "pass",
+          "threshold": 3,
+          "reason": "Response directly addresses the query with accurate information.",
+          "evaluator": "azure-ai-relevance"
+        },
+        "coherence": {
+          "score": 5.0,
+          "result": "pass",
+          "threshold": 3,
+          "reason": "Response is well-structured and easy to follow.",
+          "evaluator": "azure-ai-coherence"
+        },
+        "groundedness": {
+          "score": 4.0,
+          "result": "pass",
+          "threshold": 3,
+          "reason": "Response is grounded in the provided context.",
+          "evaluator": "azure-ai-groundedness"
+        },
+        "toolCallAccuracy": {
+          "score": 5.0,
+          "result": "pass",
+          "threshold": 3,
+          "reason": "Tool calls are accurate and well-formed.",
+          "evaluator": "azure-ai-tool-accuracy"
+        },
+        "citations": {
+          "count": 2,
+          "result": "pass",
+          "threshold": 1,
+          "format": "bracket",
+          "citations": [
+            {
+              "index": 1,
+              "text": "Microsoft Graph is a unified API endpoint",
+              "source": "https://learn.microsoft.com/graph/overview"
+            },
+            {
+              "index": 2,
+              "text": "Access data and intelligence in Microsoft 365",
+              "source": "https://learn.microsoft.com/graph/use-the-api"
+            }
+          ]
+        }
+      },
+      "citations": [
+        {
+          "index": 1,
+          "text": "Microsoft Graph is a unified API endpoint",
+          "source": "https://learn.microsoft.com/graph/overview"
+        },
+        {
+          "index": 2,
+          "text": "Access data and intelligence in Microsoft 365",
+          "source": "https://learn.microsoft.com/graph/use-the-api"
+        }
+      ],
+      "extensions": {
+        "com.contoso.difficulty": "easy"
+      }
+    },
+    {
+      "prompt": "How do I authenticate with Microsoft Graph?",
+      "expected_response": "You can authenticate using OAuth 2.0 or client credentials flow."
+    }
+  ]
+}

package/schema/v1/examples/valid/minimal.json

@@ -0,0 +1,8 @@
+{
+  "schemaVersion": "1.0.0",
+  "items": [
+    {
+      "prompt": "What is Microsoft 365?"
+    }
+  ]
+}

package/schema/version.json

@@ -0,0 +1,6 @@
+{
+  "version": "1.0.0",
+  "releaseDate": "2026-02-19",
+  "schemaId": "https://raw.githubusercontent.com/microsoft/M365-Copilot-Agent-Evals/refs/heads/main/schema/v1/eval-document.schema.json",
+  "description": "M365 Copilot Eval Document Schema"
+}