@resolveio/server-lib 22.0.7 → 22.0.8

package/methods/report-builder.js

@@ -96,7 +96,7 @@ var report_builder_unwinds_1 = require("../util/report-builder-unwinds");
 var schema_report_builder_1 = require("../util/schema-report-builder");
 var tokenizer_1 = require("../util/tokenizer");
 var ai_terminal_1 = require("./ai-terminal");
-var DEFAULT_REPORT_BUILDER_CODEX_MODEL = 'gpt-5.2-codex';
+var DEFAULT_REPORT_BUILDER_CODEX_MODEL = 'gpt-5.3-codex';
 var DEFAULT_REPORT_BUILDER_CODEX_TIMEOUT_MS = 60000;
 var reportBuilderCodexClient = null;
 function loadReportBuilderMethods(methodManager) {
@@ -1846,6 +1846,10 @@ function buildReportBuilderSystemPrompt(reportType) {
         'Translate the request into concrete layout_columns, groups_row, sort, totals, filters, and links whenever possible.',
         'Every layout column must be complete: include a header plus at least one mapping with a valid field_path (or text mode with non-empty text). Do not return columns without mapped fields.',
         'Unless the user explicitly asks for a different order, add sort entries for the primary grouping/identifier fields (groups_row or the first key layout_columns) using ascending order so results are alphabetical.',
+        'Always prioritize sort on popular business keys when available: name, company, item (fallback: title, label, customer). Keep ascending unless user asks otherwise.',
+        'If no popular key exists, add stable fallback sort using createdAt/date_created then _id.',
+        'Use filters with explicit boolean logic: $and for required constraints and $or for alternate matches.',
+        'Use custom fields when the request asks for derived metrics (ratios, percentages, margins, computed totals).',
         'If the request specifies a time grain (daily/weekly/monthly/etc), set date_interval and id_date_field to the best matching date field.',
         'If you need sample records to confirm field choices, you may return JSON with {"mongo_read": { "collection": "<collection>", "query": {}, "options": {"limit": 5} }, "notes": "why you need data"} .',
         'Only request mongo_read when necessary and only use collections from available_collections.',
@@ -1853,8 +1857,9 @@ function buildReportBuilderSystemPrompt(reportType) {
         'Use field_type to guide filters/totals (numeric fields for totals, date fields for date_interval, boolean fields for boolean_value).',
         'If field_summary.truncated is true, only use provided fields and note missing needs in notes.',
         'If you need joined data, add collection_joins with an alias and use the alias in field_path.',
+        'When fields require related records, use lookup paths and joins rather than guessing flat field names.',
         'array_summary lists array roots and candidate key_fields for linking arrays.',
-        'If you select fields from multiple array roots, add links that align the arrays using key_fields.',
+        'If you select fields from multiple array roots, add links that align arrays using shared identifiers (_id or id_<x> style keys).',
         'Avoid mixing unrelated array roots without links; prefer a single array root or non-array fields to prevent duplicate rows.',
         'Return a single valid JSON object with double quotes and no trailing commas.',
         'Omit keys you cannot confidently fill.',