yamchart 0.1.4 → 0.3.3

package/dist/{sync-dbt-IDDD4X2Z.js.map → sync-dbt-6WY7HKP7.js.map}

@@ -1 +1 @@
-{"version":3,"sources":["../src/commands/sync-dbt.ts","../src/dbt/local-source.ts","../src/dbt/parser.ts","../src/dbt/scanner.ts","../src/dbt/catalog.ts"],"sourcesContent":["import { mkdir, writeFile, readFile, access } from 'fs/promises';\nimport { join } from 'path';\nimport { parse as parseYaml, stringify as stringifyYaml } from 'yaml';\nimport { LocalDbtSource } from '../dbt/local-source.js';\nimport { scanYamchartModels } from '../dbt/scanner.js';\nimport { generateCatalogMd, generateCatalogJson, type CatalogData, type CatalogModel } from '../dbt/catalog.js';\nimport type { DbtSourceConfig } from '../dbt/types.js';\n\nexport interface SyncDbtOptions {\n  source: 'local' | 'github' | 'dbt-cloud';\n  path?: string;\n  repo?: string;\n  branch?: string;\n  include: string[];\n  exclude: string[];\n  tags: string[];\n  refresh?: boolean;\n}\n\nexport interface SyncDbtResult {\n  success: boolean;\n  modelsIncluded: number;\n  modelsExcluded: number;\n  catalogPath: string;\n  error?: string;\n}\n\n/**\n * Load saved sync config from .yamchart/dbt-source.yaml\n */\nexport async function loadSyncConfig(projectDir: string): Promise<DbtSourceConfig | null> {\n  const configPath = join(projectDir, '.yamchart', 'dbt-source.yaml');\n\n  try {\n    await access(configPath);\n    const content = await readFile(configPath, 'utf-8');\n    return parseYaml(content) as DbtSourceConfig;\n  } catch {\n    return null;\n  }\n}\n\n/**\n * Sync dbt project metadata to yamchart catalog.\n *\n * This function:\n * 1. Ensures .yamchart directory exists\n * 2. Handles refresh mode (load saved config)\n * 3. Validates source type (only 'local' supported for v1)\n * 4. Creates LocalDbtSource, lists models, applies filters\n * 5. Uses smart defaults if no filters specified\n * 6. Scans yamchart models for cross-references\n * 7. Generates catalog.md and catalog.json\n * 8. Saves sync config to dbt-source.yaml\n */\nexport async function syncDbt(\n  projectDir: string,\n  options: SyncDbtOptions\n): Promise<SyncDbtResult> {\n  const yamchartDir = join(projectDir, '.yamchart');\n  const catalogPath = join(yamchartDir, 'catalog.md');\n\n  try {\n    // Step 1: Ensure .yamchart directory exists\n    await mkdir(yamchartDir, { recursive: true });\n\n    // Step 2: Handle refresh mode - load saved config\n    let effectiveOptions = { ...options };\n    if (options.refresh) {\n      const savedConfig = await loadSyncConfig(projectDir);\n      if (!savedConfig) {\n        return {\n          success: false,\n          modelsIncluded: 0,\n          modelsExcluded: 0,\n          catalogPath,\n          error: 'No saved sync config found. Run sync-dbt with --path first.',\n        };\n      }\n\n      effectiveOptions = {\n        source: savedConfig.source,\n        path: savedConfig.path,\n        repo: savedConfig.repo,\n        branch: savedConfig.branch,\n        include: savedConfig.filters.include,\n        exclude: savedConfig.filters.exclude,\n        tags: savedConfig.filters.tags,\n      };\n    }\n\n    // Step 3: Validate source type (only 'local' supported for v1)\n    if (effectiveOptions.source !== 'local') {\n      return {\n        success: false,\n        modelsIncluded: 0,\n        modelsExcluded: 0,\n        catalogPath,\n        error: `Source type \"${effectiveOptions.source}\" not yet supported. Only \"local\" is available.`,\n      };\n    }\n\n    if (!effectiveOptions.path) {\n      return {\n        success: false,\n        modelsIncluded: 0,\n        modelsExcluded: 0,\n        catalogPath,\n        error: 'Path to dbt project is required for local source.',\n      };\n    }\n\n    // Step 4: Create LocalDbtSource, list models\n    const dbtSource = new LocalDbtSource(effectiveOptions.path);\n    const allModels = await dbtSource.listModels();\n\n    // Step 5: Apply filters or use smart defaults\n    let hasFilters =\n      effectiveOptions.include.length > 0 ||\n      effectiveOptions.exclude.length > 0 ||\n      effectiveOptions.tags.length > 0;\n\n    let filteredModels;\n    if (hasFilters) {\n      filteredModels = LocalDbtSource.filterModels(allModels, {\n        include: effectiveOptions.include,\n        exclude: effectiveOptions.exclude,\n        tags: effectiveOptions.tags,\n      });\n    } else {\n      // Use smart defaults - prefer marts/reporting, exclude staging/intermediate\n      const defaults = LocalDbtSource.getDefaultFilters();\n      const withDefaults = LocalDbtSource.filterModels(allModels, defaults);\n\n      // If defaults filter out everything, include all models\n      filteredModels = withDefaults.length > 0 ? withDefaults : allModels;\n    }\n\n    const modelsExcluded = allModels.length - filteredModels.length;\n\n    // Get full model details for included models\n    const modelNames = filteredModels.map(m => m.name);\n    const fullModels = await dbtSource.getModels(modelNames);\n\n    // Step 6: Scan yamchart models for cross-references\n    const yamchartModels = await scanYamchartModels(projectDir);\n\n    // Build catalog models with cross-references\n    const catalogModels: CatalogModel[] = fullModels.map(model => {\n      // Find yamchart models that reference this dbt model\n      const referencingModels = yamchartModels.filter(ym =>\n        ym.source === model.name || ym.source === model.table\n      );\n\n      return {\n        ...model,\n        yamchartModels: referencingModels,\n      };\n    });\n\n    // Step 7: Generate catalog files\n    const catalogData: CatalogData = {\n      syncedAt: new Date().toISOString(),\n      source: {\n        type: effectiveOptions.source,\n        path: effectiveOptions.path,\n        repo: effectiveOptions.repo,\n      },\n      stats: {\n        modelsIncluded: filteredModels.length,\n        modelsExcluded,\n      },\n      models: catalogModels,\n    };\n\n    const catalogMd = generateCatalogMd(catalogData);\n    const catalogJson = generateCatalogJson(catalogData);\n\n    await writeFile(catalogPath, catalogMd, 'utf-8');\n    await writeFile(join(yamchartDir, 'catalog.json'), catalogJson, 'utf-8');\n\n    // Step 8: Save sync config for re-sync\n    const syncConfig: DbtSourceConfig = {\n      source: effectiveOptions.source,\n      path: effectiveOptions.path,\n      repo: effectiveOptions.repo,\n      branch: effectiveOptions.branch,\n      lastSync: catalogData.syncedAt,\n      filters: {\n        include: effectiveOptions.include,\n        exclude: effectiveOptions.exclude,\n        tags: effectiveOptions.tags,\n      },\n      stats: {\n        modelsIncluded: filteredModels.length,\n        modelsExcluded,\n      },\n    };\n\n    const configYaml = stringifyYaml(syncConfig);\n    await writeFile(join(yamchartDir, 'dbt-source.yaml'), configYaml, 'utf-8');\n\n    return {\n      success: true,\n      modelsIncluded: filteredModels.length,\n      modelsExcluded,\n      catalogPath,\n    };\n  } catch (err) {\n    return {\n      success: false,\n      modelsIncluded: 0,\n      modelsExcluded: 0,\n      catalogPath,\n      error: err instanceof Error ? err.message : 'Unknown error during sync',\n    };\n  }\n}\n","import { readFile } from 'fs/promises';\nimport { join } from 'path';\nimport fg from 'fast-glob';\nimport { minimatch } from 'minimatch';\nimport { parseSchemaYml, parseProjectYml } from './parser.js';\nimport type {\n  DbtSource,\n  DbtProjectConfig,\n  DbtModel,\n  DbtModelSummary,\n} from './types.js';\n\nexport interface ModelFilters {\n  include?: string[];\n  exclude?: string[];\n  tags?: string[];\n}\n\n/**\n * LocalDbtSource reads dbt project metadata from a local filesystem.\n * It parses schema.yml files to extract model definitions, columns, and hints.\n */\nexport class LocalDbtSource implements DbtSource {\n  readonly type = 'local' as const;\n  private projectPath: string;\n  private modelsCache: Map<string, DbtModel> | null = null;\n  private configCache: DbtProjectConfig | null = null;\n\n  constructor(projectPath: string) {\n    this.projectPath = projectPath;\n  }\n\n  /**\n   * Read and parse dbt_project.yml\n   */\n  async getProjectConfig(): Promise<DbtProjectConfig> {\n    if (this.configCache) {\n      return this.configCache;\n    }\n\n    const configPath = join(this.projectPath, 'dbt_project.yml');\n    const content = await readFile(configPath, 'utf-8');\n    const parsed = parseProjectYml(content);\n\n    this.configCache = {\n      name: parsed.name,\n      version: parsed.version,\n      profile: parsed.profile,\n      model_paths: parsed.modelPaths,\n      target_path: 'target',\n      vars: parsed.vars,\n    };\n\n    return this.configCache;\n  }\n\n  /**\n   * Find all schema.yml files and parse models from them.\n   * Returns summaries for model selection UI.\n   */\n  async listModels(): Promise<DbtModelSummary[]> {\n    await this.loadModels();\n\n    const summaries: DbtModelSummary[] = [];\n    for (const model of this.modelsCache!.values()) {\n      summaries.push({\n        name: model.name,\n        path: model.path,\n        description: model.description || 'No description',\n        tags: model.tags || [],\n      });\n    }\n\n    return summaries;\n  }\n\n  /**\n   * Get full model details by name.\n   * @throws Error if model not found\n   */\n  async getModel(name: string): Promise<DbtModel> {\n    await this.loadModels();\n\n    const model = this.modelsCache!.get(name);\n    if (!model) {\n      throw new Error(`Model not found: ${name}`);\n    }\n\n    return model;\n  }\n\n  /**\n   * Get multiple models by name.\n   * @throws Error if any model not found\n   */\n  async getModels(names: string[]): Promise<DbtModel[]> {\n    if (names.length === 0) {\n      return [];\n    }\n\n    const models: DbtModel[] = [];\n    for (const name of names) {\n      models.push(await this.getModel(name));\n    }\n\n    return models;\n  }\n\n  /**\n   * Load all models from schema.yml files into cache.\n   */\n  private async loadModels(): Promise<void> {\n    if (this.modelsCache) {\n      return;\n    }\n\n    const config = await this.getProjectConfig();\n    this.modelsCache = new Map();\n\n    // Find all schema.yml files in model paths\n    for (const modelPath of config.model_paths) {\n      const pattern = join(this.projectPath, modelPath, '**/*.yml');\n      const files = await fg(pattern, {\n        ignore: ['**/node_modules/**'],\n      });\n\n      for (const file of files) {\n        const content = await readFile(file, 'utf-8');\n        // Get relative path from project root\n        const relativePath = file.slice(this.projectPath.length + 1);\n        const models = parseSchemaYml(content, relativePath);\n\n        for (const model of models) {\n          this.modelsCache.set(model.name, model);\n        }\n      }\n    }\n  }\n\n  /**\n   * Filter models by include/exclude glob patterns and tags.\n   * Patterns match against model paths.\n   */\n  static filterModels(\n    models: DbtModelSummary[],\n    filters: ModelFilters\n  ): DbtModelSummary[] {\n    let filtered = [...models];\n\n    // Apply include patterns (match any)\n    if (filters.include && filters.include.length > 0) {\n      filtered = filtered.filter((model) =>\n        filters.include!.some((pattern) => minimatch(model.path, pattern))\n      );\n    }\n\n    // Apply exclude patterns (exclude any matches)\n    if (filters.exclude && filters.exclude.length > 0) {\n      filtered = filtered.filter(\n        (model) =>\n          !filters.exclude!.some((pattern) => minimatch(model.path, pattern))\n      );\n    }\n\n    // Apply tag filters (match any)\n    if (filters.tags && filters.tags.length > 0) {\n      filtered = filtered.filter((model) =>\n        filters.tags!.some((tag) => model.tags.includes(tag))\n      );\n    }\n\n    return filtered;\n  }\n\n  /**\n   * Get default filters that focus on marts/reporting models.\n   * These are typically the models most useful for BI dashboards.\n   */\n  static getDefaultFilters(): Required<ModelFilters> {\n    return {\n      include: ['**/marts/**', '**/reporting/**'],\n      exclude: ['**/staging/**', '**/intermediate/**'],\n      tags: [],\n    };\n  }\n}\n","import { parse as parseYaml } from 'yaml';\nimport { dirname, join } from 'path';\nimport type { DbtModel, DbtColumn } from './types.js';\n\ninterface RawSchemaYml {\n  version: number;\n  models?: RawModel[];\n}\n\ninterface RawModel {\n  name: string;\n  description?: string;\n  meta?: Record<string, unknown>;\n  tags?: string[];\n  columns?: RawColumn[];\n}\n\ninterface RawColumn {\n  name: string;\n  description?: string;\n  data_type?: string;\n  tests?: (string | Record<string, unknown>)[];\n}\n\n/**\n * Extract hints from dbt column tests.\n * - unique → \"unique\"\n * - not_null → \"required\"\n * - relationships: { to: ref('X') } → \"fk:X\"\n */\nexport function extractHintsFromTests(tests: (string | Record<string, unknown>)[]): string[] {\n  const hints: string[] = [];\n\n  for (const test of tests) {\n    if (typeof test === 'string') {\n      if (test === 'unique') {\n        hints.push('unique');\n      } else if (test === 'not_null') {\n        hints.push('required');\n      } else if (test === 'primary_key') {\n        hints.push('primary_key');\n      }\n    } else if (typeof test === 'object' && test !== null) {\n      // Handle relationships test\n      if ('relationships' in test) {\n        const rel = test.relationships as { to?: string; field?: string };\n        if (rel.to) {\n          // Extract table name from ref('table_name')\n          const match = rel.to.match(/ref\\(['\"]([^'\"]+)['\"]\\)/);\n          if (match) {\n            hints.push(`fk:${match[1]}`);\n          }\n        }\n      }\n      // Handle dbt_constraints for primary key\n      if ('dbt_constraints' in test) {\n        const constraint = test.dbt_constraints as { type?: string };\n        if (constraint.type === 'primary_key') {\n          hints.push('primary_key');\n        }\n      }\n    }\n  }\n\n  return hints;\n}\n\n/**\n * Parse a dbt schema.yml file and extract model definitions.\n * @param content - Raw YAML content\n * @param schemaPath - Path to the schema file (e.g., \"models/marts/_schema.yml\")\n * @returns Array of parsed models\n */\nexport function parseSchemaYml(content: string, schemaPath: string): DbtModel[] {\n  const parsed = parseYaml(content) as RawSchemaYml;\n\n  if (!parsed?.models || !Array.isArray(parsed.models)) {\n    return [];\n  }\n\n  const schemaDir = dirname(schemaPath);\n\n  return parsed.models.map((model): DbtModel => {\n    const columns: DbtColumn[] = (model.columns || []).map((col) => ({\n      name: col.name,\n      description: col.description || '',\n      data_type: col.data_type,\n      hints: col.tests ? extractHintsFromTests(col.tests) : [],\n    }));\n\n    return {\n      name: model.name,\n      path: join(schemaDir, `${model.name}.sql`),\n      description: model.description || 'No description',\n      tags: model.tags || [],\n      meta: model.meta || {},\n      columns,\n    };\n  });\n}\n\n/**\n * Parse dbt_project.yml to get project-level config.\n */\nexport function parseProjectYml(content: string): {\n  name: string;\n  version?: string;\n  profile?: string;\n  modelPaths: string[];\n  vars: Record<string, unknown>;\n} {\n  const parsed = parseYaml(content) as Record<string, unknown>;\n\n  return {\n    name: (parsed.name as string) || 'unknown',\n    version: parsed.version as string | undefined,\n    profile: parsed.profile as string | undefined,\n    modelPaths: (parsed['model-paths'] as string[]) || (parsed.model_paths as string[]) || ['models'],\n    vars: (parsed.vars as Record<string, unknown>) || {},\n  };\n}\n","import { readFile, access, readdir } from 'fs/promises';\nimport { join, extname, relative } from 'path';\n\nexport interface YamchartModel {\n  name: string;\n  description: string;\n  path: string; // relative to project\n  source?: string; // dbt table this queries\n}\n\n/**\n * Scan yamchart models directory and extract metadata.\n * Used to cross-reference which yamchart models use which dbt tables.\n */\nexport async function scanYamchartModels(projectDir: string): Promise<YamchartModel[]> {\n  const modelsDir = join(projectDir, 'models');\n  const models: YamchartModel[] = [];\n\n  try {\n    await access(modelsDir);\n  } catch {\n    return [];\n  }\n\n  await scanModelsRecursive(modelsDir, projectDir, models);\n  return models;\n}\n\nasync function scanModelsRecursive(\n  dir: string,\n  projectDir: string,\n  models: YamchartModel[]\n): Promise<void> {\n  const entries = await readdir(dir, { withFileTypes: true });\n\n  for (const entry of entries) {\n    const fullPath = join(dir, entry.name);\n\n    if (entry.isDirectory()) {\n      await scanModelsRecursive(fullPath, projectDir, models);\n    } else if (extname(entry.name) === '.sql') {\n      const content = await readFile(fullPath, 'utf-8');\n      const metadata = parseModelMetadata(content);\n\n      if (metadata.name) {\n        models.push({\n          name: metadata.name,\n          description: metadata.description || '',\n          path: relative(projectDir, fullPath),\n          source: metadata.source || extractSourceFromSql(content),\n        });\n      }\n    }\n  }\n}\n\ninterface ModelMetadata {\n  name?: string;\n  description?: string;\n  source?: string;\n}\n\n/**\n * Parse yamchart model metadata from SQL comments.\n */\nfunction parseModelMetadata(content: string): ModelMetadata {\n  const metadata: ModelMetadata = {};\n\n  // Match @name: value\n  const nameMatch = content.match(/--\\s*@name:\\s*(.+)/);\n  if (nameMatch) {\n    metadata.name = nameMatch[1].trim();\n  }\n\n  // Match @description: value\n  const descMatch = content.match(/--\\s*@description:\\s*(.+)/);\n  if (descMatch) {\n    metadata.description = descMatch[1].trim();\n  }\n\n  // Match @source: value (explicit dbt table reference)\n  const sourceMatch = content.match(/--\\s*@source:\\s*(.+)/);\n  if (sourceMatch) {\n    metadata.source = sourceMatch[1].trim();\n  }\n\n  return metadata;\n}\n\n/**\n * Extract the primary table name from SQL FROM clause.\n * This is a best-effort extraction for cross-referencing.\n */\nfunction extractSourceFromSql(sql: string): string | undefined {\n  // Remove comments\n  const noComments = sql.replace(/--.*$/gm, '').replace(/\\/\\*[\\s\\S]*?\\*\\//g, '');\n\n  // Match FROM table_name (handles schema.table and database.schema.table)\n  const fromMatch = noComments.match(/\\bFROM\\s+(\\{\\{\\s*ref\\(['\"]([^'\"]+)['\"]\\)\\s*\\}\\}|[\\w.]+)/i);\n\n  if (fromMatch) {\n    // If it's a Jinja ref(), extract the table name\n    if (fromMatch[2]) {\n      return fromMatch[2];\n    }\n    // Otherwise return the raw table name\n    return fromMatch[1];\n  }\n\n  return undefined;\n}\n","import type { DbtModel, DbtColumn } from './types.js';\nimport type { YamchartModel } from './scanner.js';\n\nexport interface CatalogModel extends DbtModel {\n  yamchartModels: YamchartModel[];\n}\n\nexport interface CatalogData {\n  syncedAt: string;\n  source: { type: string; path?: string; repo?: string };\n  stats: { modelsIncluded: number; modelsExcluded: number };\n  models: CatalogModel[];\n}\n\n/**\n * Generate catalog.md content.\n */\nexport function generateCatalogMd(data: CatalogData): string {\n  const lines: string[] = [];\n\n  // Header\n  lines.push('# Data Catalog');\n  lines.push('');\n  lines.push(`> Source: ${data.source.type}:${data.source.path || data.source.repo || 'unknown'}`);\n  lines.push(`> Last synced: ${data.syncedAt.split('T')[0]}`);\n  lines.push(`> Models: ${data.stats.modelsIncluded} included, ${data.stats.modelsExcluded} filtered out`);\n  lines.push('');\n  lines.push('---');\n  lines.push('');\n  lines.push('## Models');\n  lines.push('');\n\n  // Each model\n  for (const model of data.models) {\n    lines.push(`### ${model.name}`);\n    lines.push('');\n    lines.push(model.description);\n    lines.push('');\n\n    if (model.table) {\n      lines.push(`**Table:** \\`${model.table}\\``);\n    }\n\n    if (model.tags.length > 0) {\n      lines.push(`**Tags:** ${model.tags.map(t => `\\`${t}\\``).join(', ')}`);\n    }\n\n    lines.push('');\n\n    // Column table\n    if (model.columns.length > 0) {\n      lines.push('| Column | Type | Description | Hints |');\n      lines.push('|--------|------|-------------|-------|');\n\n      for (const col of model.columns) {\n        const type = col.data_type || '';\n        const hints = col.hints.join(', ');\n        lines.push(`| ${col.name} | ${type} | ${col.description} | ${hints} |`);\n      }\n\n      lines.push('');\n    }\n\n    // Yamchart models using this\n    lines.push('**Yamchart models:**');\n    if (model.yamchartModels.length > 0) {\n      for (const ym of model.yamchartModels) {\n        lines.push(`- [\\`${ym.name}\\`](../${ym.path}) - ${ym.description || 'No description'}`);\n      }\n    } else {\n      lines.push('None yet');\n    }\n\n    lines.push('');\n    lines.push('---');\n    lines.push('');\n  }\n\n  return lines.join('\\n');\n}\n\n/**\n * Generate catalog.json content.\n */\nexport function generateCatalogJson(data: CatalogData): string {\n  return JSON.stringify(data, null, 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+{"version":3,"sources":["../src/commands/sync-dbt.ts","../src/dbt/local-source.ts","../src/dbt/parser.ts","../src/dbt/scanner.ts","../src/dbt/catalog.ts"],"sourcesContent":["import { mkdir, writeFile, readFile, access } from 'fs/promises';\nimport { join } from 'path';\nimport { parse as parseYaml, stringify as stringifyYaml } from 'yaml';\nimport { LocalDbtSource } from '../dbt/local-source.js';\nimport { scanYamchartModels } from '../dbt/scanner.js';\nimport { generateCatalogMd, generateCatalogJson, type CatalogData, type CatalogModel } from '../dbt/catalog.js';\nimport type { DbtSourceConfig } from '../dbt/types.js';\n\nexport interface SyncDbtOptions {\n  source: 'local' | 'github' | 'dbt-cloud';\n  path?: string;\n  repo?: string;\n  branch?: string;\n  include: string[];\n  exclude: string[];\n  tags: string[];\n  refresh?: boolean;\n}\n\nexport interface SyncDbtResult {\n  success: boolean;\n  modelsIncluded: number;\n  modelsExcluded: number;\n  catalogPath: string;\n  error?: string;\n}\n\n/**\n * Load saved sync config from .yamchart/dbt-source.yaml\n */\nexport async function loadSyncConfig(projectDir: string): Promise<DbtSourceConfig | null> {\n  const configPath = join(projectDir, '.yamchart', 'dbt-source.yaml');\n\n  try {\n    await access(configPath);\n    const content = await readFile(configPath, 'utf-8');\n    return parseYaml(content) as DbtSourceConfig;\n  } catch {\n    return null;\n  }\n}\n\n/**\n * Sync dbt project metadata to yamchart catalog.\n *\n * This function:\n * 1. Ensures .yamchart directory exists\n * 2. Handles refresh mode (load saved config)\n * 3. Validates source type (only 'local' supported for v1)\n * 4. Creates LocalDbtSource, lists models, applies filters\n * 5. Uses smart defaults if no filters specified\n * 6. Scans yamchart models for cross-references\n * 7. Generates catalog.md and catalog.json\n * 8. Saves sync config to dbt-source.yaml\n */\nexport async function syncDbt(\n  projectDir: string,\n  options: SyncDbtOptions\n): Promise<SyncDbtResult> {\n  const yamchartDir = join(projectDir, '.yamchart');\n  const catalogPath = join(yamchartDir, 'catalog.md');\n\n  try {\n    // Step 1: Ensure .yamchart directory exists\n    await mkdir(yamchartDir, { recursive: true });\n\n    // Step 2: Handle refresh mode - load saved config\n    let effectiveOptions = { ...options };\n    if (options.refresh) {\n      const savedConfig = await loadSyncConfig(projectDir);\n      if (!savedConfig) {\n        return {\n          success: false,\n          modelsIncluded: 0,\n          modelsExcluded: 0,\n          catalogPath,\n          error: 'No saved sync config found. Run sync-dbt with --path first.',\n        };\n      }\n\n      effectiveOptions = {\n        source: savedConfig.source,\n        path: savedConfig.path,\n        repo: savedConfig.repo,\n        branch: savedConfig.branch,\n        include: savedConfig.filters.include,\n        exclude: savedConfig.filters.exclude,\n        tags: savedConfig.filters.tags,\n      };\n    }\n\n    // Step 3: Validate source type (only 'local' supported for v1)\n    if (effectiveOptions.source !== 'local') {\n      return {\n        success: false,\n        modelsIncluded: 0,\n        modelsExcluded: 0,\n        catalogPath,\n        error: `Source type \"${effectiveOptions.source}\" not yet supported. Only \"local\" is available.`,\n      };\n    }\n\n    if (!effectiveOptions.path) {\n      return {\n        success: false,\n        modelsIncluded: 0,\n        modelsExcluded: 0,\n        catalogPath,\n        error: 'Path to dbt project is required for local source.',\n      };\n    }\n\n    // Step 4: Create LocalDbtSource, list models\n    const dbtSource = new LocalDbtSource(effectiveOptions.path);\n    const allModels = await dbtSource.listModels();\n\n    // Step 5: Apply filters or use smart defaults\n    let hasFilters =\n      effectiveOptions.include.length > 0 ||\n      effectiveOptions.exclude.length > 0 ||\n      effectiveOptions.tags.length > 0;\n\n    let filteredModels;\n    if (hasFilters) {\n      filteredModels = LocalDbtSource.filterModels(allModels, {\n        include: effectiveOptions.include,\n        exclude: effectiveOptions.exclude,\n        tags: effectiveOptions.tags,\n      });\n    } else {\n      // Use smart defaults - prefer marts/reporting, exclude staging/intermediate\n      const defaults = LocalDbtSource.getDefaultFilters();\n      const withDefaults = LocalDbtSource.filterModels(allModels, defaults);\n\n      // If defaults filter out everything, include all models\n      filteredModels = withDefaults.length > 0 ? withDefaults : allModels;\n    }\n\n    const modelsExcluded = allModels.length - filteredModels.length;\n\n    // Get full model details for included models\n    const modelNames = filteredModels.map(m => m.name);\n    const fullModels = await dbtSource.getModels(modelNames);\n\n    // Step 6: Scan yamchart models for cross-references\n    const yamchartModels = await scanYamchartModels(projectDir);\n\n    // Build catalog models with cross-references\n    const catalogModels: CatalogModel[] = fullModels.map(model => {\n      // Find yamchart models that reference this dbt model\n      const referencingModels = yamchartModels.filter(ym =>\n        ym.source === model.name || ym.source === model.table\n      );\n\n      return {\n        ...model,\n        yamchartModels: referencingModels,\n      };\n    });\n\n    // Step 7: Generate catalog files\n    const catalogData: CatalogData = {\n      syncedAt: new Date().toISOString(),\n      source: {\n        type: effectiveOptions.source,\n        path: effectiveOptions.path,\n        repo: effectiveOptions.repo,\n      },\n      stats: {\n        modelsIncluded: filteredModels.length,\n        modelsExcluded,\n      },\n      models: catalogModels,\n    };\n\n    const catalogMd = generateCatalogMd(catalogData);\n    const catalogJson = generateCatalogJson(catalogData);\n\n    await writeFile(catalogPath, catalogMd, 'utf-8');\n    await writeFile(join(yamchartDir, 'catalog.json'), catalogJson, 'utf-8');\n\n    // Step 8: Save sync config for re-sync\n    const syncConfig: DbtSourceConfig = {\n      source: effectiveOptions.source,\n      path: effectiveOptions.path,\n      repo: effectiveOptions.repo,\n      branch: effectiveOptions.branch,\n      lastSync: catalogData.syncedAt,\n      filters: {\n        include: effectiveOptions.include,\n        exclude: effectiveOptions.exclude,\n        tags: effectiveOptions.tags,\n      },\n      stats: {\n        modelsIncluded: filteredModels.length,\n        modelsExcluded,\n      },\n    };\n\n    const configYaml = stringifyYaml(syncConfig);\n    await writeFile(join(yamchartDir, 'dbt-source.yaml'), configYaml, 'utf-8');\n\n    return {\n      success: true,\n      modelsIncluded: filteredModels.length,\n      modelsExcluded,\n      catalogPath,\n    };\n  } catch (err) {\n    return {\n      success: false,\n      modelsIncluded: 0,\n      modelsExcluded: 0,\n      catalogPath,\n      error: err instanceof Error ? err.message : 'Unknown error during sync',\n    };\n  }\n}\n","import { readFile } from 'fs/promises';\nimport { join } from 'path';\nimport fg from 'fast-glob';\nimport { minimatch } from 'minimatch';\nimport { parseSchemaYml, parseProjectYml } from './parser.js';\nimport type {\n  DbtSource,\n  DbtProjectConfig,\n  DbtModel,\n  DbtModelSummary,\n} from './types.js';\n\nexport interface ModelFilters {\n  include?: string[];\n  exclude?: string[];\n  tags?: string[];\n}\n\n/**\n * LocalDbtSource reads dbt project metadata from a local filesystem.\n * It parses schema.yml files to extract model definitions, columns, and hints.\n */\nexport class LocalDbtSource implements DbtSource {\n  readonly type = 'local' as const;\n  private projectPath: string;\n  private modelsCache: Map<string, DbtModel> | null = null;\n  private configCache: DbtProjectConfig | null = null;\n\n  constructor(projectPath: string) {\n    this.projectPath = projectPath;\n  }\n\n  /**\n   * Read and parse dbt_project.yml\n   */\n  async getProjectConfig(): Promise<DbtProjectConfig> {\n    if (this.configCache) {\n      return this.configCache;\n    }\n\n    const configPath = join(this.projectPath, 'dbt_project.yml');\n    const content = await readFile(configPath, 'utf-8');\n    const parsed = parseProjectYml(content);\n\n    this.configCache = {\n      name: parsed.name,\n      version: parsed.version,\n      profile: parsed.profile,\n      model_paths: parsed.modelPaths,\n      target_path: 'target',\n      vars: parsed.vars,\n    };\n\n    return this.configCache;\n  }\n\n  /**\n   * Find all schema.yml files and parse models from them.\n   * Returns summaries for model selection UI.\n   */\n  async listModels(): Promise<DbtModelSummary[]> {\n    await this.loadModels();\n\n    const summaries: DbtModelSummary[] = [];\n    for (const model of this.modelsCache!.values()) {\n      summaries.push({\n        name: model.name,\n        path: model.path,\n        description: model.description || 'No description',\n        tags: model.tags || [],\n      });\n    }\n\n    return summaries;\n  }\n\n  /**\n   * Get full model details by name.\n   * @throws Error if model not found\n   */\n  async getModel(name: string): Promise<DbtModel> {\n    await this.loadModels();\n\n    const model = this.modelsCache!.get(name);\n    if (!model) {\n      throw new Error(`Model not found: ${name}`);\n    }\n\n    return model;\n  }\n\n  /**\n   * Get multiple models by name.\n   * @throws Error if any model not found\n   */\n  async getModels(names: string[]): Promise<DbtModel[]> {\n    if (names.length === 0) {\n      return [];\n    }\n\n    const models: DbtModel[] = [];\n    for (const name of names) {\n      models.push(await this.getModel(name));\n    }\n\n    return models;\n  }\n\n  /**\n   * Load all models from schema.yml files into cache.\n   */\n  private async loadModels(): Promise<void> {\n    if (this.modelsCache) {\n      return;\n    }\n\n    const config = await this.getProjectConfig();\n    this.modelsCache = new Map();\n\n    // Find all schema.yml files in model paths\n    for (const modelPath of config.model_paths) {\n      const pattern = join(this.projectPath, modelPath, '**/*.yml');\n      const files = await fg(pattern, {\n        ignore: ['**/node_modules/**'],\n      });\n\n      for (const file of files) {\n        const content = await readFile(file, 'utf-8');\n        // Get relative path from project root\n        const relativePath = file.slice(this.projectPath.length + 1);\n        const models = parseSchemaYml(content, relativePath);\n\n        for (const model of models) {\n          this.modelsCache.set(model.name, model);\n        }\n      }\n    }\n  }\n\n  /**\n   * Filter models by include/exclude glob patterns and tags.\n   * Patterns match against model paths.\n   */\n  static filterModels(\n    models: DbtModelSummary[],\n    filters: ModelFilters\n  ): DbtModelSummary[] {\n    let filtered = [...models];\n\n    // Apply include patterns (match any)\n    if (filters.include && filters.include.length > 0) {\n      filtered = filtered.filter((model) =>\n        filters.include!.some((pattern) => minimatch(model.path, pattern))\n      );\n    }\n\n    // Apply exclude patterns (exclude any matches)\n    if (filters.exclude && filters.exclude.length > 0) {\n      filtered = filtered.filter(\n        (model) =>\n          !filters.exclude!.some((pattern) => minimatch(model.path, pattern))\n      );\n    }\n\n    // Apply tag filters (match any)\n    if (filters.tags && filters.tags.length > 0) {\n      filtered = filtered.filter((model) =>\n        filters.tags!.some((tag) => model.tags.includes(tag))\n      );\n    }\n\n    return filtered;\n  }\n\n  /**\n   * Get default filters that focus on marts/reporting models.\n   * These are typically the models most useful for BI dashboards.\n   */\n  static getDefaultFilters(): Required<ModelFilters> {\n    return {\n      include: ['**/marts/**', '**/reporting/**'],\n      exclude: ['**/staging/**', '**/intermediate/**'],\n      tags: [],\n    };\n  }\n}\n","import { parse as parseYaml } from 'yaml';\nimport { dirname, join } from 'path';\nimport type { DbtModel, DbtColumn } from './types.js';\n\ninterface RawSchemaYml {\n  version: number;\n  models?: RawModel[];\n}\n\ninterface RawModel {\n  name: string;\n  description?: string;\n  meta?: Record<string, unknown>;\n  tags?: string[];\n  columns?: RawColumn[];\n}\n\ninterface RawColumn {\n  name: string;\n  description?: string;\n  data_type?: string;\n  tests?: (string | Record<string, unknown>)[];\n}\n\n/**\n * Extract hints from dbt column tests.\n * - unique → \"unique\"\n * - not_null → \"required\"\n * - relationships: { to: ref('X') } → \"fk:X\"\n */\nexport function extractHintsFromTests(tests: (string | Record<string, unknown>)[]): string[] {\n  const hints: string[] = [];\n\n  for (const test of tests) {\n    if (typeof test === 'string') {\n      if (test === 'unique') {\n        hints.push('unique');\n      } else if (test === 'not_null') {\n        hints.push('required');\n      } else if (test === 'primary_key') {\n        hints.push('primary_key');\n      }\n    } else if (typeof test === 'object' && test !== null) {\n      // Handle relationships test\n      if ('relationships' in test) {\n        const rel = test.relationships as { to?: string; field?: string };\n        if (rel.to) {\n          // Extract table name from ref('table_name')\n          const match = rel.to.match(/ref\\(['\"]([^'\"]+)['\"]\\)/);\n          if (match) {\n            hints.push(`fk:${match[1]}`);\n          }\n        }\n      }\n      // Handle dbt_constraints for primary key\n      if ('dbt_constraints' in test) {\n        const constraint = test.dbt_constraints as { type?: string };\n        if (constraint.type === 'primary_key') {\n          hints.push('primary_key');\n        }\n      }\n    }\n  }\n\n  return hints;\n}\n\n/**\n * Parse a dbt schema.yml file and extract model definitions.\n * @param content - Raw YAML content\n * @param schemaPath - Path to the schema file (e.g., \"models/marts/_schema.yml\")\n * @returns Array of parsed models\n */\nexport function parseSchemaYml(content: string, schemaPath: string): DbtModel[] {\n  const parsed = parseYaml(content) as RawSchemaYml;\n\n  if (!parsed?.models || !Array.isArray(parsed.models)) {\n    return [];\n  }\n\n  const schemaDir = dirname(schemaPath);\n\n  return parsed.models.map((model): DbtModel => {\n    const columns: DbtColumn[] = (model.columns || []).map((col) => ({\n      name: col.name,\n      description: col.description || '',\n      data_type: col.data_type,\n      hints: col.tests ? extractHintsFromTests(col.tests) : [],\n    }));\n\n    return {\n      name: model.name,\n      path: join(schemaDir, `${model.name}.sql`),\n      description: model.description || 'No description',\n      tags: model.tags || [],\n      meta: model.meta || {},\n      columns,\n    };\n  });\n}\n\n/**\n * Parse dbt_project.yml to get project-level config.\n */\nexport function parseProjectYml(content: string): {\n  name: string;\n  version?: string;\n  profile?: string;\n  modelPaths: string[];\n  vars: Record<string, unknown>;\n} {\n  const parsed = parseYaml(content) as Record<string, unknown>;\n\n  return {\n    name: (parsed.name as string) || 'unknown',\n    version: parsed.version as string | undefined,\n    profile: parsed.profile as string | undefined,\n    modelPaths: (parsed['model-paths'] as string[]) || (parsed.model_paths as string[]) || ['models'],\n    vars: (parsed.vars as Record<string, unknown>) || {},\n  };\n}\n","import { readFile, access, readdir } from 'fs/promises';\nimport { join, extname, relative } from 'path';\n\nexport interface YamchartModel {\n  name: string;\n  description: string;\n  path: string; // relative to project\n  source?: string; // dbt table this queries\n}\n\n/**\n * Scan yamchart models directory and extract metadata.\n * Used to cross-reference which yamchart models use which dbt tables.\n */\nexport async function scanYamchartModels(projectDir: string): Promise<YamchartModel[]> {\n  const modelsDir = join(projectDir, 'models');\n  const models: YamchartModel[] = [];\n\n  try {\n    await access(modelsDir);\n  } catch {\n    return [];\n  }\n\n  await scanModelsRecursive(modelsDir, projectDir, models);\n  return models;\n}\n\nasync function scanModelsRecursive(\n  dir: string,\n  projectDir: string,\n  models: YamchartModel[]\n): Promise<void> {\n  const entries = await readdir(dir, { withFileTypes: true });\n\n  for (const entry of entries) {\n    const fullPath = join(dir, entry.name);\n\n    if (entry.isDirectory()) {\n      await scanModelsRecursive(fullPath, projectDir, models);\n    } else if (extname(entry.name) === '.sql') {\n      const content = await readFile(fullPath, 'utf-8');\n      const metadata = parseModelMetadata(content);\n\n      if (metadata.name) {\n        models.push({\n          name: metadata.name,\n          description: metadata.description || '',\n          path: relative(projectDir, fullPath),\n          source: metadata.source || extractSourceFromSql(content),\n        });\n      }\n    }\n  }\n}\n\ninterface ModelMetadata {\n  name?: string;\n  description?: string;\n  source?: string;\n}\n\n/**\n * Parse yamchart model metadata from SQL comments.\n */\nfunction parseModelMetadata(content: string): ModelMetadata {\n  const metadata: ModelMetadata = {};\n\n  // Match @name: value\n  const nameMatch = content.match(/--\\s*@name:\\s*(.+)/);\n  if (nameMatch) {\n    metadata.name = nameMatch[1].trim();\n  }\n\n  // Match @description: value\n  const descMatch = content.match(/--\\s*@description:\\s*(.+)/);\n  if (descMatch) {\n    metadata.description = descMatch[1].trim();\n  }\n\n  // Match @source: value (explicit dbt table reference)\n  const sourceMatch = content.match(/--\\s*@source:\\s*(.+)/);\n  if (sourceMatch) {\n    metadata.source = sourceMatch[1].trim();\n  }\n\n  return metadata;\n}\n\n/**\n * Extract the primary table name from SQL FROM clause.\n * This is a best-effort extraction for cross-referencing.\n */\nfunction extractSourceFromSql(sql: string): string | undefined {\n  // Remove comments\n  const noComments = sql.replace(/--.*$/gm, '').replace(/\\/\\*[\\s\\S]*?\\*\\//g, '');\n\n  // Match FROM table_name (handles schema.table and database.schema.table)\n  const fromMatch = noComments.match(/\\bFROM\\s+(\\{\\{\\s*ref\\(['\"]([^'\"]+)['\"]\\)\\s*\\}\\}|[\\w.]+)/i);\n\n  if (fromMatch) {\n    // If it's a Jinja ref(), extract the table name\n    if (fromMatch[2]) {\n      return fromMatch[2];\n    }\n    // Otherwise return the raw table name\n    return fromMatch[1];\n  }\n\n  return undefined;\n}\n","import type { DbtModel, DbtColumn } from './types.js';\nimport type { YamchartModel } from './scanner.js';\n\nexport interface CatalogModel extends DbtModel {\n  yamchartModels: YamchartModel[];\n}\n\nexport interface CatalogData {\n  syncedAt: string;\n  source: { type: string; path?: string; repo?: string };\n  stats: { modelsIncluded: number; modelsExcluded: number };\n  models: CatalogModel[];\n}\n\n/**\n * Generate catalog.md content.\n */\nexport function generateCatalogMd(data: CatalogData): string {\n  const lines: string[] = [];\n\n  // Header\n  lines.push('# Data Catalog');\n  lines.push('');\n  lines.push(`> Source: ${data.source.type}:${data.source.path || data.source.repo || 'unknown'}`);\n  lines.push(`> Last synced: ${data.syncedAt.split('T')[0]}`);\n  lines.push(`> Models: ${data.stats.modelsIncluded} included, ${data.stats.modelsExcluded} filtered out`);\n  lines.push('');\n  lines.push('---');\n  lines.push('');\n  lines.push('## Models');\n  lines.push('');\n\n  // Each model\n  for (const model of data.models) {\n    lines.push(`### ${model.name}`);\n    lines.push('');\n    lines.push(model.description);\n    lines.push('');\n\n    if (model.table) {\n      lines.push(`**Table:** \\`${model.table}\\``);\n    }\n\n    if (model.tags.length > 0) {\n      lines.push(`**Tags:** ${model.tags.map(t => `\\`${t}\\``).join(', ')}`);\n    }\n\n    lines.push('');\n\n    // Column table\n    if (model.columns.length > 0) {\n      lines.push('| Column | Type | Description | Hints |');\n      lines.push('|--------|------|-------------|-------|');\n\n      for (const col of model.columns) {\n        const type = col.data_type || '';\n        const hints = col.hints.join(', ');\n        lines.push(`| ${col.name} | ${type} | ${col.description} | ${hints} |`);\n      }\n\n      lines.push('');\n    }\n\n    // Yamchart models using this\n    lines.push('**Yamchart models:**');\n    if (model.yamchartModels.length > 0) {\n      for (const ym of model.yamchartModels) {\n        lines.push(`- [\\`${ym.name}\\`](../${ym.path}) - ${ym.description || 'No description'}`);\n      }\n    } else {\n      lines.push('None yet');\n    }\n\n    lines.push('');\n    lines.push('---');\n    lines.push('');\n  }\n\n  return lines.join('\\n');\n}\n\n/**\n * Generate catalog.json content.\n */\nexport function generateCatalogJson(data: CatalogData): string {\n  return JSON.stringify(data, null, 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package/dist/templates/default/CLAUDE.md

@@ -0,0 +1,9 @@
+# {{name}}
+
+## Project Notes
+
+Add your project-specific notes, conventions, and context here.
+
+## Yamchart Reference
+
+See [docs/yamchart-reference.md](docs/yamchart-reference.md) for the full yamchart configuration reference including chart types, SQL models, dashboards, connections, and formatting options.

package/dist/templates/default/docs/yamchart-reference.md

@@ -0,0 +1,315 @@
+# Yamchart Configuration Reference
+
+Yamchart is a Git-native BI framework. Dashboards are defined as YAML configs and SQL models — if it's not in Git, it doesn't exist.
+
+## Project Structure
+
+```
+{{name}}/
+├── yamchart.yaml          # Project config + default connection
+├── connections/            # Database connection configs (.yaml)
+├── models/                 # SQL models with Jinja templating (.sql)
+├── charts/                 # Chart definitions (.yaml)
+└── dashboards/             # Dashboard layouts (.yaml)
+```
+
+## Commands
+
+```bash
+yamchart dev                          # Start dev server with hot reload
+yamchart validate                     # Validate all config files
+yamchart validate --dry-run           # Also test queries with EXPLAIN
+yamchart test                         # Run model @returns and @tests assertions
+yamchart test <model>                 # Test specific model
+```
+
+## SQL Models (`models/*.sql`)
+
+Models are SQL files with metadata comments and Jinja templating.
+
+```sql
+-- @name: model_name
+-- @description: What this model computes
+-- @returns:
+--   - column1: type
+--   - column2: type
+
+SELECT
+  date_trunc('{{ granularity }}', order_date) AS period,
+  SUM(amount) AS revenue
+FROM {{ ref('orders') }}
+WHERE order_date BETWEEN '{{ start_date }}' AND '{{ end_date }}'
+{% if category and category != 'All' %}
+  AND category = '{{ category }}'
+{% endif %}
+GROUP BY 1
+ORDER BY 1
+```
+
+**Metadata tags:** `@name` (required), `@description`, `@param name: type = default`, `@returns` (column: type list), `@tests` (SQL assertions where zero rows = pass)
+
+**Templating:** `{{ variable }}` for substitution, `{% if %}` / `{% endif %}` for conditionals, `{{ ref('table') }}` for table references, `{{ user.attribute }}` for row-level security.
+
+**Date parameters:** When a chart has `type: date_range`, the model receives `start_date` and `end_date` automatically.
+
+## Charts (`charts/*.yaml`)
+
+### Common Structure
+
+```yaml
+name: my-chart                # Unique identifier (required)
+title: My Chart               # Display title (required)
+description: Description      # Optional
+source:
+  model: model_name           # SQL model to use
+parameters: []                # Interactive filters (optional)
+chart:
+  type: line                  # Chart type
+  # ... type-specific config
+```
+
+### Chart Types
+
+**Line / Bar / Area** — time series and categories:
+```yaml
+chart:
+  type: line          # or bar, area
+  x: { field: date, type: temporal }
+  y: { field: revenue, format: "$,.0f" }
+  series:
+    field: category   # Multi-series by grouping field (optional)
+```
+
+**Pie / Donut** — part-to-whole:
+```yaml
+chart:
+  type: pie           # or donut
+  x: { field: segment, type: nominal }
+  y: { field: amount, format: "$,.0f" }
+```
+
+**Scatter** — correlations with optional size/group/regression:
+```yaml
+chart:
+  type: scatter
+  x: { field: revenue, type: quantitative }
+  y: { field: orders, type: quantitative }
+  size: { field: avg_value, min: 8, max: 40 }
+  group: { field: region }
+  regression: { type: linear, show_equation: true, show_r_squared: true }
+```
+
+**KPI** — single metric with comparison:
+```yaml
+chart:
+  type: kpi
+  value: { field: value }
+  format: { type: currency, currency: USD, decimals: 0 }
+  comparison: { enabled: true, field: previous_value, type: percent_change }
+```
+
+**Heatmap** — two-dimensional intensity:
+```yaml
+chart:
+  type: heatmap
+  x: { field: hour, type: ordinal }
+  y: { field: day, type: ordinal }
+  value: { field: count }
+  color_range: { min: '#EBF5FB', max: '#1A5276' }
+```
+
+**Funnel** — conversion stages:
+```yaml
+chart:
+  type: funnel
+  stage: { field: stage_name }
+  value: { field: user_count }
+```
+
+**Waterfall** — incremental deltas:
+```yaml
+chart:
+  type: waterfall
+  category: { field: label }
+  value: { field: amount }
+  total_field: is_total
+```
+
+**Gauge** — single metric dial:
+```yaml
+chart:
+  type: gauge
+  value: { field: score }
+  min: 0
+  max: 100
+  thresholds:
+    - { value: 60, color: '#EF4444' }
+    - { value: 85, color: '#F59E0B' }
+    - { value: 100, color: '#22C55E' }
+```
+
+**Combo** — mixed types with dual y-axes:
+```yaml
+chart:
+  type: combo
+  x: { field: date, type: temporal }
+  series:
+    columns:
+      - { field: revenue, type: bar, axis: left, color: "#3B82F6" }
+      - { field: margin_pct, type: line, axis: right, color: "#10B981" }
+  axes:
+    left: { format: "$,.0f", label: Revenue }
+    right: { format: ".0%", label: Margin }
+```
+
+### Multi-Series
+
+**Long format** — group by a field:
+```yaml
+series:
+  field: region
+  colors:
+    North: "#3B82F6"
+    South: "#EF4444"
+```
+
+**Wide format** — explicit columns:
+```yaml
+series:
+  columns:
+    - { field: revenue, name: Revenue, color: "#3B82F6" }
+    - { field: cost, name: Cost, color: "#EF4444", style: dashed }
+```
+
+### Stacking
+
+```yaml
+chart:
+  type: bar
+  stacking: stacked    # or "percent" (normalizes to 100%)
+```
+
+### Parameters
+
+```yaml
+parameters:
+  - name: date_range
+    type: date_range
+    default: last_30_days
+
+  - name: region
+    type: select
+    options: [North, South, East, West]
+    default: North
+
+  - name: category
+    type: dynamic_select
+    source: { model: category_options, value_field: id, label_field: name }
+```
+
+**Presets for date_range:** today, yesterday, last_7_days, last_30_days, last_90_days, last_365_days, this_week, last_week, this_month, last_month, this_quarter, last_quarter, this_year, last_year
+
+### Drill-Down
+
+```yaml
+drillDown:
+  chart: detail-chart    # Target chart name
+  field: category        # Field to pass as filter
+  columns:               # Optional table columns on landing
+    - { field: name, label: Name }
+    - { field: revenue, label: Revenue, format: "$,.0f" }
+```
+
+### Gradients and Colors
+
+```yaml
+chart:
+  gradient: true                        # Auto gradient
+  color: "#3B82F6"                      # Single color override
+  color:                                # Conditional coloring
+    conditions:
+      - { when: "> 0", color: "#10B981" }
+      - { when: "< 0", color: "#EF4444" }
+    default: "#6B7280"
+```
+
+## Dashboards (`dashboards/*.yaml`)
+
+12-column grid layout with chart and text widgets.
+
+```yaml
+name: overview
+title: Executive Overview
+
+filters:
+  - { name: date_range, type: date_range, default: last_30_days }
+
+layout:
+  gap: 16
+  rows:
+    - height: 180
+      widgets:
+        - { type: chart, ref: revenue-kpi, cols: 3 }
+        - { type: chart, ref: orders-kpi, cols: 3 }
+        - { type: chart, ref: customers-kpi, cols: 6 }
+    - height: 400
+      widgets:
+        - { type: chart, ref: revenue-trend, cols: 8 }
+        - type: text
+          cols: 4
+          content: |
+            ## Summary
+            Revenue: **{{revenue-kpi}}**
+            vs last month: {{revenue-kpi@previous_month}}
+```
+
+**KPI references in text:** `{{chart}}`, `{{chart.field}}`, `{{chart@preset}}`
+
+## Connections (`connections/*.yaml`)
+
+```yaml
+# DuckDB (local file)
+name: local
+type: duckdb
+path: ./data/analytics.duckdb
+
+# PostgreSQL
+name: warehouse
+type: postgres
+host: ${DB_HOST}
+port: 5432
+database: analytics
+user: ${DB_USER}
+password: ${DB_PASSWORD}
+ssl: true
+```
+
+**Supported:** DuckDB, PostgreSQL, MySQL, SQLite, Snowflake
+
+Use `${ENV_VAR}` for credentials. Never commit secrets.
+
+## Axis Types
+
+| Type | Use | Example |
+|------|-----|---------|
+| `temporal` | Dates/times | `2024-01-15` |
+| `ordinal` | Categories | `Electronics` |
+| `quantitative` | Numbers | `250.5` |
+
+## Number Formats (d3-format)
+
+| Format | Output | Use |
+|--------|--------|-----|
+| `$,.0f` | $1,234 | Currency |
+| `,.0f` | 1,234 | Numbers |
+| `.2%` | 12.34% | Percentages |
+| `.2s` | 1.2M | SI prefix |
+
+## Theme (`yamchart.yaml`)
+
+```yaml
+theme:
+  palette: ["#3B82F6", "#EF4444", "#10B981", "#F59E0B"]
+  gradient: false
+  opacity: 1.0
+```