tallyfy 1.0.3__py3-none-any.whl → 1.0.5__py3-none-any.whl

tallyfy/template_management/analysis.py

@@ -0,0 +1,1093 @@
+"""
+Template analysis functionality for providing insights and recommendations
+"""
+
+from typing import List, Optional, Dict, Any
+from .base import TemplateManagerBase
+from ..models import Template, TallyfyError
+
+
+class TemplateAnalysis(TemplateManagerBase):
+    """Handles template analysis and provides optimization recommendations"""
+
+    def get_step_dependencies(self, org_id: str, template_id: str, step_id: str) -> Dict[str, Any]:
+        """
+        Analyze step dependencies and automation effects.
+        
+        Args:
+            org_id: Organization ID
+            template_id: Template ID
+            step_id: Step ID to analyze dependencies for
+            
+        Returns:
+            Dictionary containing dependency analysis with step info, automation rules, dependencies, and affected elements
+            
+        Raises:
+            TallyfyError: If the request fails
+        """
+        self._validate_org_id(org_id)
+        self._validate_template_id(template_id)
+        
+        try:
+            # Get template with full data including steps and automations
+            template_endpoint = f"organizations/{org_id}/checklists/{template_id}"
+            template_params = {'with': 'steps,automated_actions,prerun'}
+            template_response = self.sdk._make_request('GET', template_endpoint, params=template_params)
+            
+            template_data = self._extract_data(template_response)
+            if not template_data:
+                raise TallyfyError("Unable to retrieve template data for dependency analysis")
+            
+            # Find the target step
+            steps = template_data.get('steps', [])
+            target_step = None
+            for step in steps:
+                if step.get('id') == step_id:
+                    target_step = step
+                    break
+            
+            if not target_step:
+                raise TallyfyError(f"Step {step_id} not found in template {template_id}")
+            
+            # Analyze automations for dependencies
+            automations = template_data.get('automated_actions', [])
+            dependencies = {
+                'incoming': [],  # Steps that affect this step
+                'outgoing': [],  # Steps this step affects
+                'field_dependencies': [],  # Form fields this step depends on
+                'conditional_visibility': []  # Visibility conditions
+            }
+            
+            step_position = target_step.get('position', 0)
+            
+            # Analyze each automation rule
+            for automation in automations:
+                conditions = automation.get('conditions', [])
+                actions = automation.get('actions', [])
+                
+                # Check if this step is affected by the automation
+                step_affected_by_conditions = False
+                step_affects_others = False
+                
+                for condition in conditions:
+                    condition_type = condition.get('type', '')
+                    condition_step = condition.get('step_id')
+                    
+                    # Check if condition affects our target step
+                    if condition_step == step_id:
+                        step_affected_by_conditions = True
+                    elif condition_type in ['step_completed', 'step_started']:
+                        if condition_step:
+                            for step in steps:
+                                if step.get('id') == condition_step:
+                                    dependencies['incoming'].append({
+                                        'step_id': condition_step,
+                                        'step_title': step.get('title', 'Unknown'),
+                                        'condition_type': condition_type,
+                                        'automation_id': automation.get('id'),
+                                        'description': f"Step depends on '{step.get('title')}' being {condition_type.replace('_', ' ')}"
+                                    })
+                
+                # Check if this step's actions affect other steps
+                for action in actions:
+                    action_type = action.get('type', '')
+                    target_step_id = action.get('step_id')
+                    
+                    if target_step_id and target_step_id != step_id:
+                        # This step affects another step
+                        affected_step = None
+                        for step in steps:
+                            if step.get('id') == target_step_id:
+                                affected_step = step
+                                break
+                        
+                        if affected_step:
+                            dependencies['outgoing'].append({
+                                'step_id': target_step_id,
+                                'step_title': affected_step.get('title', 'Unknown'),
+                                'action_type': action_type,
+                                'automation_id': automation.get('id'),
+                                'description': f"Step triggers '{action_type}' on '{affected_step.get('title')}'"
+                            })
+                            step_affects_others = True
+                
+                # Check for field dependencies
+                for condition in conditions:
+                    if condition.get('type') == 'field_value':
+                        field_label = condition.get('field_label', 'Unknown Field')
+                        field_value = condition.get('value', '')
+                        dependencies['field_dependencies'].append({
+                            'field_label': field_label,
+                            'expected_value': field_value,
+                            'condition_type': 'field_value',
+                            'automation_id': automation.get('id'),
+                            'description': f"Depends on field '{field_label}' having value '{field_value}'"
+                        })
+                
+                # Check for visibility conditions affecting this step
+                if step_affected_by_conditions:
+                    for action in actions:
+                        if action.get('type') in ['show_step', 'hide_step'] and action.get('step_id') == step_id:
+                            dependencies['conditional_visibility'].append({
+                                'action_type': action.get('type'),
+                                'automation_id': automation.get('id'),
+                                'description': f"Step visibility controlled by automation conditions"
+                            })
+            
+            # Calculate dependency complexity score
+            total_deps = (len(dependencies['incoming']) + len(dependencies['outgoing']) + 
+                         len(dependencies['field_dependencies']) + len(dependencies['conditional_visibility']))
+            
+            complexity_score = min(100, total_deps * 10)  # Cap at 100
+            
+            complexity_level = "Low"
+            if complexity_score > 70:
+                complexity_level = "High"
+            elif complexity_score > 30:
+                complexity_level = "Medium"
+            
+            return {
+                'step_info': {
+                    'id': step_id,
+                    'title': target_step.get('title', 'Unknown'),
+                    'position': step_position,
+                    'summary': target_step.get('summary', '')
+                },
+                'dependencies': dependencies,
+                'complexity_analysis': {
+                    'score': complexity_score,
+                    'level': complexity_level,
+                    'total_dependencies': total_deps,
+                    'incoming_count': len(dependencies['incoming']),
+                    'outgoing_count': len(dependencies['outgoing']),
+                    'field_dependencies_count': len(dependencies['field_dependencies']),
+                    'visibility_conditions_count': len(dependencies['conditional_visibility'])
+                },
+                'recommendations': self._generate_dependency_recommendations(dependencies, complexity_level),
+                'template_id': template_id,
+                'analysis_timestamp': self.sdk._get_current_timestamp() if hasattr(self.sdk, '_get_current_timestamp') else None
+            }
+            
+        except TallyfyError:
+            raise
+        except Exception as e:
+            self._handle_api_error(e, "analyze step dependencies", org_id=org_id, template_id=template_id, step_id=step_id)
+
+    def suggest_step_deadline(self, org_id: str, template_id: str, step_id: str) -> Dict[str, Any]:
+        """
+        Suggest reasonable deadlines based on step analysis.
+        
+        Args:
+            org_id: Organization ID
+            template_id: Template ID
+            step_id: Step ID to suggest deadline for
+            
+        Returns:
+            Dictionary with suggested deadline configuration, reasoning, and alternatives
+            
+        Raises:
+            TallyfyError: If the request fails
+        """
+        self._validate_org_id(org_id)
+        self._validate_template_id(template_id)
+        
+        try:
+            # Get template with steps
+            template_endpoint = f"organizations/{org_id}/checklists/{template_id}"
+            template_params = {'with': 'steps'}
+            template_response = self.sdk._make_request('GET', template_endpoint, params=template_params)
+            
+            template_data = self._extract_data(template_response)
+            if not template_data:
+                raise TallyfyError("Unable to retrieve template data for deadline analysis")
+            
+            # Find the target step
+            steps = template_data.get('steps', [])
+            target_step = None
+            for step in steps:
+                if step.get('id') == step_id:
+                    target_step = step
+                    break
+            
+            if not target_step:
+                raise TallyfyError(f"Step {step_id} not found in template {template_id}")
+            
+            step_title = target_step.get('title', '').lower()
+            step_summary = target_step.get('summary', '').lower()
+            step_content = f"{step_title} {step_summary}"
+            
+            # Analyze step content for deadline suggestions
+            suggestions = []
+            
+            # Quick tasks (same day)
+            quick_keywords = ['review', 'approve', 'check', 'confirm', 'verify', 'acknowledge', 'sign off']
+            if any(keyword in step_content for keyword in quick_keywords):
+                suggestions.append({
+                    'value': 4,
+                    'unit': 'hours',
+                    'option': 'from',
+                    'confidence': 85,
+                    'reasoning': 'Quick review/approval tasks typically require immediate attention',
+                    'category': 'quick_action'
+                })
+            
+            # Communication tasks
+            comm_keywords = ['email', 'call', 'contact', 'notify', 'inform', 'communicate', 'reach out']
+            if any(keyword in step_content for keyword in comm_keywords):
+                suggestions.append({
+                    'value': 1,
+                    'unit': 'days',
+                    'option': 'from',
+                    'confidence': 80,
+                    'reasoning': 'Communication tasks should be handled promptly for good workflow',
+                    'category': 'communication'
+                })
+            
+            # Analysis/Research tasks
+            analysis_keywords = ['analyze', 'research', 'investigate', 'study', 'evaluate', 'assess', 'examine']
+            if any(keyword in step_content for keyword in analysis_keywords):
+                suggestions.append({
+                    'value': 3,
+                    'unit': 'days',
+                    'option': 'from',
+                    'confidence': 75,
+                    'reasoning': 'Analysis tasks require time for thorough investigation',
+                    'category': 'analysis'
+                })
+            
+            # Document/Report creation
+            doc_keywords = ['document', 'report', 'write', 'create', 'draft', 'prepare', 'compile']
+            if any(keyword in step_content for keyword in doc_keywords):
+                suggestions.append({
+                    'value': 5,
+                    'unit': 'days',
+                    'option': 'from',
+                    'confidence': 70,
+                    'reasoning': 'Document creation requires adequate time for quality output',
+                    'category': 'documentation'
+                })
+            
+            # Meeting/Presentation tasks
+            meeting_keywords = ['meeting', 'present', 'presentation', 'demo', 'workshop', 'training']
+            if any(keyword in step_content for keyword in meeting_keywords):
+                suggestions.append({
+                    'value': 1,
+                    'unit': 'weeks',
+                    'option': 'from',
+                    'confidence': 65,
+                    'reasoning': 'Meetings and presentations need time for scheduling and preparation',
+                    'category': 'meeting'
+                })
+            
+            # Testing/QA tasks
+            test_keywords = ['test', 'testing', 'qa', 'quality', 'validate', 'verify functionality']
+            if any(keyword in step_content for keyword in test_keywords):
+                suggestions.append({
+                    'value': 2,
+                    'unit': 'days',
+                    'option': 'from',
+                    'confidence': 80,
+                    'reasoning': 'Testing requires time for thorough validation',
+                    'category': 'testing'
+                })
+            
+            # Default fallback suggestion
+            if not suggestions:
+                suggestions.append({
+                    'value': 2,
+                    'unit': 'days',
+                    'option': 'from',
+                    'confidence': 50,
+                    'reasoning': 'General task deadline based on common workflow patterns',
+                    'category': 'general'
+                })
+            
+            # Sort suggestions by confidence
+            suggestions.sort(key=lambda x: x['confidence'], reverse=True)
+            
+            # Get the best suggestion
+            best_suggestion = suggestions[0]
+            
+            # Generate alternative suggestions
+            alternatives = []
+            base_value = best_suggestion['value']
+            base_unit = best_suggestion['unit']
+            
+            if base_unit == 'hours':
+                alternatives = [
+                    {'value': base_value * 2, 'unit': 'hours', 'description': 'Extended timeline'},
+                    {'value': 1, 'unit': 'days', 'description': 'Next business day'}
+                ]
+            elif base_unit == 'days':
+                alternatives = [
+                    {'value': max(1, base_value // 2), 'unit': 'days', 'description': 'Rushed timeline'},
+                    {'value': base_value * 2, 'unit': 'days', 'description': 'Extended timeline'},
+                    {'value': 1, 'unit': 'weeks', 'description': 'Weekly milestone'}
+                ]
+            elif base_unit == 'weeks':
+                alternatives = [
+                    {'value': base_value * 7, 'unit': 'days', 'description': 'Daily breakdown'},
+                    {'value': base_value * 2, 'unit': 'weeks', 'description': 'Extended timeline'}
+                ]
+            
+            return {
+                'step_info': {
+                    'id': step_id,
+                    'title': target_step.get('title', 'Unknown'),
+                    'summary': target_step.get('summary', '')
+                },
+                'suggested_deadline': best_suggestion,
+                'alternative_suggestions': alternatives,
+                'all_matches': suggestions,
+                'analysis': {
+                    'content_analyzed': step_content[:100] + '...' if len(step_content) > 100 else step_content,
+                    'keywords_found': [keyword for keyword in quick_keywords + comm_keywords + analysis_keywords + doc_keywords + meeting_keywords + test_keywords if keyword in step_content],
+                    'suggestion_count': len(suggestions)
+                },
+                'template_id': template_id
+            }
+            
+        except TallyfyError:
+            raise
+        except Exception as e:
+            self._handle_api_error(e, "suggest step deadline", org_id=org_id, template_id=template_id, step_id=step_id)
+
+    def get_step_visibility_conditions(self, org_id: str, template_id: str, step_id: str) -> Dict[str, Any]:
+        """
+        Analyze when/how steps become visible based on automations.
+        
+        Args:
+            org_id: Organization ID
+            template_id: Template ID
+            step_id: Step ID to analyze visibility for
+            
+        Returns:
+            Dictionary containing step visibility analysis, rules, behavior patterns, and recommendations
+            
+        Raises:
+            TallyfyError: If the request fails
+        """
+        self._validate_org_id(org_id)
+        self._validate_template_id(template_id)
+        
+        try:
+            # Get template with automations and steps
+            template_endpoint = f"organizations/{org_id}/checklists/{template_id}"
+            template_params = {'with': 'steps,automated_actions,prerun'}
+            template_response = self.sdk._make_request('GET', template_endpoint, params=template_params)
+            
+            template_data = self._extract_data(template_response)
+            if not template_data:
+                raise TallyfyError("Unable to retrieve template data for visibility analysis")
+            
+            # Find the target step
+            steps = template_data.get('steps', [])
+            target_step = None
+            for step in steps:
+                if step.get('id') == step_id:
+                    target_step = step
+                    break
+            
+            if not target_step:
+                raise TallyfyError(f"Step {step_id} not found in template {template_id}")
+            
+            automations = template_data.get('automated_actions', [])
+            
+            visibility_rules = {
+                'show_rules': [],
+                'hide_rules': [],
+                'conditional_rules': []
+            }
+            
+            step_name_map = {step.get('id'): step.get('title', 'Unknown') for step in steps}
+            
+            # Analyze automation rules affecting this step's visibility
+            for automation in automations:
+                automation_id = automation.get('id')
+                conditions = automation.get('conditions', [])
+                actions = automation.get('actions', [])
+                
+                # Check if this automation affects our target step's visibility
+                for action in actions:
+                    if action.get('step_id') == step_id:
+                        action_type = action.get('type', '')
+                        
+                        if action_type in ['show_step', 'hide_step']:
+                            # Analyze conditions that trigger this visibility change
+                            rule_conditions = []
+                            for condition in conditions:
+                                condition_summary = self._summarize_condition(condition, step_name_map)
+                                rule_conditions.append(condition_summary)
+                            
+                            rule_info = {
+                                'automation_id': automation_id,
+                                'action_type': action_type,
+                                'conditions': rule_conditions,
+                                'conditions_count': len(conditions),
+                                'rule_logic': automation.get('condition_logic', 'AND'),
+                                'description': f"Step will be {action_type.replace('_', ' ')} when: {' AND '.join(rule_conditions) if automation.get('condition_logic', 'AND') == 'AND' else ' OR '.join(rule_conditions)}"
+                            }
+                            
+                            if action_type == 'show_step':
+                                visibility_rules['show_rules'].append(rule_info)
+                            elif action_type == 'hide_step':
+                                visibility_rules['hide_rules'].append(rule_info)
+            
+            # Determine step's default visibility
+            default_visibility = "visible"  # Most steps are visible by default
+            
+            # Check if step has any show rules (implies it might be hidden by default)
+            if visibility_rules['show_rules']:
+                default_visibility = "conditionally_visible"
+            
+            # Analyze visibility complexity
+            total_rules = len(visibility_rules['show_rules']) + len(visibility_rules['hide_rules'])
+            
+            complexity_level = "Simple"
+            if total_rules > 3:
+                complexity_level = "Complex"
+            elif total_rules > 1:
+                complexity_level = "Moderate"
+            
+            # Generate visibility behavior analysis
+            behavior_patterns = []
+            
+            if not visibility_rules['show_rules'] and not visibility_rules['hide_rules']:
+                behavior_patterns.append("Step is always visible (no conditional visibility rules)")
+            
+            if visibility_rules['show_rules']:
+                behavior_patterns.append(f"Step becomes visible based on {len(visibility_rules['show_rules'])} condition(s)")
+            
+            if visibility_rules['hide_rules']:
+                behavior_patterns.append(f"Step can be hidden based on {len(visibility_rules['hide_rules'])} condition(s)")
+            
+            if visibility_rules['show_rules'] and visibility_rules['hide_rules']:
+                behavior_patterns.append("Step has both show and hide rules - visibility depends on rule evaluation order")
+            
+            return {
+                'step_info': {
+                    'id': step_id,
+                    'title': target_step.get('title', 'Unknown'),
+                    'default_visibility': default_visibility
+                },
+                'visibility_rules': visibility_rules,
+                'behavior_analysis': {
+                    'patterns': behavior_patterns,
+                    'complexity_level': complexity_level,
+                    'total_rules': total_rules,
+                    'has_conditional_visibility': total_rules > 0
+                },
+                'recommendations': self._generate_visibility_recommendations(visibility_rules, complexity_level),
+                'template_id': template_id
+            }
+            
+        except TallyfyError:
+            raise
+        except Exception as e:
+            self._handle_api_error(e, "analyze step visibility conditions", org_id=org_id, template_id=template_id, step_id=step_id)
+
+    def suggest_kickoff_fields(self, org_id: str, template_id: str) -> List[Dict[str, Any]]:
+        """
+        Suggest relevant kickoff fields based on template analysis.
+        
+        Args:
+            org_id: Organization ID
+            template_id: Template ID to analyze
+            
+        Returns:
+            List of suggested kickoff field configurations with reasoning
+            
+        Raises:
+            TallyfyError: If the request fails
+        """
+        self._validate_org_id(org_id)
+        self._validate_template_id(template_id)
+        
+        try:
+            # Get template with full data
+            template_endpoint = f"organizations/{org_id}/checklists/{template_id}"
+            template_params = {'with': 'steps,automated_actions,prerun'}
+            template_response = self.sdk._make_request('GET', template_endpoint, params=template_params)
+            
+            template_data = self._extract_data(template_response)
+            if not template_data:
+                raise TallyfyError("Unable to retrieve template data for kickoff field analysis")
+            
+            template_title = template_data.get('title', '').lower()
+            template_summary = template_data.get('summary', '').lower()
+            steps = template_data.get('steps', [])
+            existing_prerun = template_data.get('prerun', [])
+            
+            # Collect all step content for analysis
+            all_step_content = ""
+            for step in steps:
+                step_title = step.get('title', '').lower()
+                step_summary = step.get('summary', '').lower()
+                all_step_content += f" {step_title} {step_summary}"
+            
+            combined_content = f"{template_title} {template_summary} {all_step_content}"
+            
+            suggestions = []
+            
+            # Get existing field labels to avoid duplicates
+            existing_labels = [field.get('label', '').lower() for field in existing_prerun]
+            
+            # Client/Customer information fields
+            client_keywords = ['client', 'customer', 'company', 'organization', 'business', 'vendor', 'supplier']
+            if any(keyword in combined_content for keyword in client_keywords):
+                if 'client name' not in existing_labels and 'customer name' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Client Name',
+                        'type': 'text',
+                        'required': True,
+                        'description': 'Name of the client or customer for this process',
+                        'reasoning': 'Template content suggests client/customer involvement',
+                        'confidence': 85,
+                        'category': 'client_info'
+                    })
+                
+                if 'contact email' not in existing_labels and 'email' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Contact Email',
+                        'type': 'email',
+                        'required': True,
+                        'description': 'Primary email contact for this process',
+                        'reasoning': 'Client/customer processes typically require contact information',
+                        'confidence': 80,
+                        'category': 'client_info'
+                    })
+            
+            # Project information fields
+            project_keywords = ['project', 'initiative', 'campaign', 'launch', 'implementation', 'rollout']
+            if any(keyword in combined_content for keyword in project_keywords):
+                if 'project name' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Project Name',
+                        'type': 'text',
+                        'required': True,
+                        'description': 'Name or title of the project',
+                        'reasoning': 'Template appears to be project-related',
+                        'confidence': 90,
+                        'category': 'project_info'
+                    })
+                
+                if 'project budget' not in existing_labels and 'budget' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Project Budget',
+                        'type': 'number',
+                        'required': False,
+                        'description': 'Budget allocated for this project',
+                        'reasoning': 'Project templates often need budget tracking',
+                        'confidence': 70,
+                        'category': 'project_info'
+                    })
+            
+            # Date-related fields
+            date_keywords = ['deadline', 'due date', 'launch date', 'start date', 'completion', 'delivery']
+            if any(keyword in combined_content for keyword in date_keywords):
+                if 'target completion date' not in existing_labels and 'due date' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Target Completion Date',
+                        'type': 'date',
+                        'required': True,
+                        'description': 'When this process should be completed',
+                        'reasoning': 'Template content mentions dates and deadlines',
+                        'confidence': 85,
+                        'category': 'scheduling'
+                    })
+            
+            # Priority/Urgency fields
+            priority_keywords = ['priority', 'urgent', 'critical', 'important', 'high priority', 'rush']
+            if any(keyword in combined_content for keyword in priority_keywords):
+                if 'priority level' not in existing_labels and 'priority' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Priority Level',
+                        'type': 'select',
+                        'required': True,
+                        'options': ['Low', 'Medium', 'High', 'Critical'],
+                        'description': 'Priority level for this process',
+                        'reasoning': 'Template content indicates priority considerations',
+                        'confidence': 75,
+                        'category': 'prioritization'
+                    })
+            
+            # Department/Team fields
+            dept_keywords = ['department', 'team', 'division', 'group', 'unit', 'office', 'branch']
+            if any(keyword in combined_content for keyword in dept_keywords):
+                if 'department' not in existing_labels and 'team' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Department',
+                        'type': 'text',
+                        'required': False,
+                        'description': 'Department or team responsible for this process',
+                        'reasoning': 'Template mentions departments or teams',
+                        'confidence': 70,
+                        'category': 'organization'
+                    })
+            
+            # Document/File fields
+            doc_keywords = ['document', 'file', 'attachment', 'upload', 'report', 'contract', 'agreement']
+            if any(keyword in combined_content for keyword in doc_keywords):
+                if 'supporting documents' not in existing_labels and 'attachments' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Supporting Documents',
+                        'type': 'file',
+                        'required': False,
+                        'description': 'Upload any relevant documents for this process',
+                        'reasoning': 'Template involves document handling',
+                        'confidence': 65,
+                        'category': 'documentation'
+                    })
+            
+            # Financial fields
+            financial_keywords = ['cost', 'price', 'amount', 'budget', 'expense', 'fee', 'payment', 'invoice']
+            if any(keyword in combined_content for keyword in financial_keywords):
+                if 'estimated cost' not in existing_labels and 'cost' not in existing_labels:
+                    suggestions.append({
+                        'label': 'Estimated Cost',
+                        'type': 'number',
+                        'required': False,
+                        'description': 'Estimated cost for this process',
+                        'reasoning': 'Template involves financial considerations',
+                        'confidence': 75,
+                        'category': 'financial'
+                    })
+            
+            # Generic description field
+            if 'description' not in existing_labels and 'details' not in existing_labels:
+                suggestions.append({
+                    'label': 'Additional Details',
+                    'type': 'textarea',
+                    'required': False,
+                    'description': 'Any additional information or special requirements',
+                    'reasoning': 'Provides flexibility for process-specific information',
+                    'confidence': 60,
+                    'category': 'general'
+                })
+            
+            # Sort suggestions by confidence score
+            suggestions.sort(key=lambda x: x['confidence'], reverse=True)
+            
+            return suggestions
+            
+        except TallyfyError:
+            raise
+        except Exception as e:
+            self._handle_api_error(e, "suggest kickoff fields", org_id=org_id, template_id=template_id)
+
+    def suggest_automation_consolidation(self, org_id: str, template_id: str) -> List[Dict[str, Any]]:
+        """
+        AI analysis with consolidation recommendations.
+        
+        Args:
+            org_id: Organization ID
+            template_id: Template ID to analyze
+            
+        Returns:
+            List of consolidation recommendations with detailed analysis
+            
+        Raises:
+            TallyfyError: If the request fails
+        """
+        self._validate_org_id(org_id)
+        self._validate_template_id(template_id)
+        
+        try:
+            # Use the existing analyze_template_automations method
+            automation_analysis = self.analyze_template_automations(org_id, template_id)
+            
+            recommendations = []
+            
+            # Extract automation data from analysis
+            automations = automation_analysis.get('automations', [])
+            redundancies = automation_analysis.get('analysis', {}).get('redundant_rules', [])
+            conflicts = automation_analysis.get('analysis', {}).get('conflicting_rules', [])
+            
+            # Critical issues first
+            if conflicts:
+                recommendations.append({
+                    'type': 'critical',
+                    'priority': 'high',
+                    'title': 'Resolve Conflicting Automation Rules',
+                    'description': f'Found {len(conflicts)} conflicting automation rules that may cause unpredictable behavior',
+                    'affected_automations': [conflict['automation_ids'] for conflict in conflicts],
+                    'action_required': 'Review and modify conflicting rules to ensure consistent behavior',
+                    'impact': 'High - Can cause workflow failures or unexpected results',
+                    'effort': 'Medium - Requires careful analysis of rule interactions',
+                    'details': conflicts
+                })
+            
+            # Redundancy consolidation
+            if redundancies:
+                recommendations.append({
+                    'type': 'optimization',
+                    'priority': 'medium',
+                    'title': 'Consolidate Redundant Automation Rules',
+                    'description': f'Found {len(redundancies)} sets of redundant rules that can be consolidated',
+                    'affected_automations': [red['automation_ids'] for red in redundancies],
+                    'action_required': 'Combine similar rules to reduce complexity and improve maintainability',
+                    'impact': 'Medium - Improves template performance and reduces maintenance overhead',
+                    'effort': 'Low - Simple consolidation of similar rules',
+                    'details': redundancies
+                })
+            
+            # Complex rule simplification
+            complex_rules = [auto for auto in automations if len(auto.get('conditions', [])) > 3]
+            if complex_rules:
+                recommendations.append({
+                    'type': 'simplification',
+                    'priority': 'low',
+                    'title': 'Simplify Complex Automation Rules',
+                    'description': f'Found {len(complex_rules)} automation rules with high complexity',
+                    'affected_automations': [rule.get('id') for rule in complex_rules],
+                    'action_required': 'Break down complex rules into simpler, more manageable components',
+                    'impact': 'Low - Improves rule understanding and debugging',
+                    'effort': 'Medium - Requires careful rule restructuring',
+                    'details': [{
+                        'automation_id': rule.get('id'),
+                        'condition_count': len(rule.get('conditions', [])),
+                        'action_count': len(rule.get('actions', []))
+                    } for rule in complex_rules]
+                })
+            
+            # Unused automation detection
+            all_step_ids = set()
+            for auto in automations:
+                for condition in auto.get('conditions', []):
+                    if condition.get('step_id'):
+                        all_step_ids.add(condition.get('step_id'))
+                for action in auto.get('actions', []):
+                    if action.get('step_id'):
+                        all_step_ids.add(action.get('step_id'))
+            
+            # Get template steps to check for unused automations
+            template_endpoint = f"organizations/{org_id}/checklists/{template_id}"
+            template_params = {'with': 'steps'}
+            template_response = self.sdk._make_request('GET', template_endpoint, params=template_params)
+            template_data = self._extract_data(template_response)
+            
+            if template_data:
+                actual_step_ids = {step.get('id') for step in template_data.get('steps', [])}
+                orphaned_step_refs = all_step_ids - actual_step_ids
+                
+                if orphaned_step_refs:
+                    recommendations.append({
+                        'type': 'cleanup',
+                        'priority': 'low',
+                        'title': 'Remove References to Deleted Steps',
+                        'description': f'Found automation rules referencing {len(orphaned_step_refs)} non-existent steps',
+                        'affected_automations': [],  # Would need deeper analysis to identify
+                        'action_required': 'Remove or update automation rules that reference deleted steps',
+                        'impact': 'Low - Prevents potential errors and improves template cleanliness',
+                        'effort': 'Low - Simple cleanup of outdated references',
+                        'details': {'orphaned_step_ids': list(orphaned_step_refs)}
+                    })
+            
+            # Performance optimization suggestions
+            if len(automations) > 10:
+                recommendations.append({
+                    'type': 'performance',
+                    'priority': 'medium',
+                    'title': 'Optimize Automation Performance',
+                    'description': f'Template has {len(automations)} automation rules - consider optimization',
+                    'affected_automations': [auto.get('id') for auto in automations],
+                    'action_required': 'Review automation necessity and consolidate where possible',
+                    'impact': 'Medium - Improves template execution speed',
+                    'effort': 'Medium - Requires comprehensive automation review',
+                    'details': {
+                        'total_automations': len(automations),
+                        'recommendation': 'Consider if all automations are necessary or if some can be combined'
+                    }
+                })
+            
+            # If no specific issues found, provide general optimization advice
+            if not recommendations:
+                recommendations.append({
+                    'type': 'maintenance',
+                    'priority': 'low',
+                    'title': 'Automation Health Check Passed',
+                    'description': 'No critical automation issues detected',
+                    'affected_automations': [],
+                    'action_required': 'Continue monitoring automation performance',
+                    'impact': 'Low - Template automations are functioning well',
+                    'effort': 'None - No immediate action required',
+                    'details': {
+                        'total_automations': len(automations),
+                        'status': 'healthy'
+                    }
+                })
+            
+            return recommendations
+            
+        except TallyfyError:
+            raise
+        except Exception as e:
+            self._handle_api_error(e, "suggest automation consolidation", org_id=org_id, template_id=template_id)
+
+    def _calculate_field_similarity(self, field1_label: str, field2_label: str) -> float:
+        """
+        Helper for field similarity calculation.
+        
+        Args:
+            field1_label: First field label
+            field2_label: Second field label
+            
+        Returns:
+            Float representing similarity score (0.0 to 1.0)
+        """
+        # Simple word-based similarity calculation
+        words1 = set(field1_label.lower().split())
+        words2 = set(field2_label.lower().split())
+        
+        if not words1 or not words2:
+            return 0.0
+        
+        intersection = words1.intersection(words2)
+        union = words1.union(words2)
+        
+        return len(intersection) / len(union)
+
+    def analyze_template_automations(self, org_id: str, template_id: str) -> Dict[str, Any]:
+        """
+        Core automation analysis method used by multiple functions.
+        
+        Args:
+            org_id: Organization ID
+            template_id: Template ID to analyze
+            
+        Returns:
+            Dictionary containing comprehensive automation analysis
+            
+        Raises:
+            TallyfyError: If the request fails
+        """
+        self._validate_org_id(org_id)
+        self._validate_template_id(template_id)
+        
+        try:
+            # Get template with automation data
+            template_endpoint = f"organizations/{org_id}/checklists/{template_id}"
+            template_params = {'with': 'steps,automated_actions,prerun'}
+            template_response = self.sdk._make_request('GET', template_endpoint, params=template_params)
+            
+            template_data = self._extract_data(template_response)
+            if not template_data:
+                raise TallyfyError("Unable to retrieve template data for automation analysis")
+            
+            automations = template_data.get('automated_actions', [])
+            steps = template_data.get('steps', [])
+            
+            # Create step lookup
+            step_lookup = {step.get('id'): step.get('title', 'Unknown') for step in steps}
+            
+            analysis = {
+                'redundant_rules': [],
+                'conflicting_rules': [],
+                'complex_rules': [],
+                'simple_rules': [],
+                'statistics': {
+                    'total_automations': len(automations),
+                    'avg_conditions_per_rule': 0,
+                    'avg_actions_per_rule': 0
+                }
+            }
+            
+            # Analyze each automation
+            total_conditions = 0
+            total_actions = 0
+            
+            for i, automation in enumerate(automations):
+                conditions = automation.get('conditions', [])
+                actions = automation.get('actions', [])
+                
+                total_conditions += len(conditions)
+                total_actions += len(actions)
+                
+                # Classify by complexity
+                if len(conditions) > 3 or len(actions) > 2:
+                    analysis['complex_rules'].append(automation.get('id'))
+                else:
+                    analysis['simple_rules'].append(automation.get('id'))
+                
+                # Check for redundancy with other automations
+                for j, other_automation in enumerate(automations[i+1:], i+1):
+                    similarity = self._analyze_condition_similarity(
+                        conditions, other_automation.get('conditions', [])
+                    )
+                    
+                    if similarity > 0.8:  # High similarity threshold
+                        analysis['redundant_rules'].append({
+                            'automation_ids': [automation.get('id'), other_automation.get('id')],
+                            'similarity_score': similarity,
+                            'recommendation': 'Consider consolidating these similar rules'
+                        })
+            
+            # Calculate statistics
+            if automations:
+                analysis['statistics']['avg_conditions_per_rule'] = total_conditions / len(automations)
+                analysis['statistics']['avg_actions_per_rule'] = total_actions / len(automations)
+            
+            return {
+                'template_id': template_id,
+                'automations': automations,
+                'analysis': analysis,
+                'step_lookup': step_lookup
+            }
+            
+        except TallyfyError:
+            raise
+        except Exception as e:
+            self._handle_api_error(e, "analyze template automations", org_id=org_id, template_id=template_id)
+
+    def _analyze_condition_similarity(self, conditions1: List[Dict], conditions2: List[Dict]) -> float:
+        """
+        Helper for analyzing similarity between condition sets.
+        
+        Args:
+            conditions1: First set of conditions
+            conditions2: Second set of conditions
+            
+        Returns:
+            Float representing similarity score (0.0 to 1.0)
+        """
+        if not conditions1 or not conditions2:
+            return 0.0
+        
+        # Convert conditions to comparable strings
+        set1 = set()
+        set2 = set()
+        
+        for condition in conditions1:
+            condition_str = f"{condition.get('type', '')}:{condition.get('step_id', '')}:{condition.get('value', '')}"
+            set1.add(condition_str)
+        
+        for condition in conditions2:
+            condition_str = f"{condition.get('type', '')}:{condition.get('step_id', '')}:{condition.get('value', '')}"
+            set2.add(condition_str)
+        
+        if not set1 or not set2:
+            return 0.0
+        
+        intersection = set1.intersection(set2)
+        union = set1.union(set2)
+        
+        return len(intersection) / len(union)
+
+    def _summarize_conditions(self, conditions: List[Dict], step_lookup: Dict[str, str]) -> List[str]:
+        """
+        Creates human-readable condition summaries.
+        
+        Args:
+            conditions: List of condition dictionaries
+            step_lookup: Mapping of step IDs to step titles
+            
+        Returns:
+            List of human-readable condition descriptions
+        """
+        summaries = []
+        
+        for condition in conditions:
+            condition_type = condition.get('type', '')
+            step_id = condition.get('step_id', '')
+            value = condition.get('value', '')
+            
+            step_name = step_lookup.get(step_id, f"Step {step_id}")
+            
+            if condition_type == 'step_completed':
+                summaries.append(f"'{step_name}' is completed")
+            elif condition_type == 'step_started':
+                summaries.append(f"'{step_name}' is started")
+            elif condition_type == 'field_value':
+                field_label = condition.get('field_label', 'Unknown Field')
+                summaries.append(f"Field '{field_label}' equals '{value}'")
+            else:
+                summaries.append(f"{condition_type} condition")
+        
+        return summaries
+
+    def _summarize_condition(self, condition: Dict, step_lookup: Dict[str, str]) -> str:
+        """
+        Creates a human-readable summary of a single condition.
+        
+        Args:
+            condition: Condition dictionary
+            step_lookup: Mapping of step IDs to step titles
+            
+        Returns:
+            Human-readable condition description
+        """
+        condition_type = condition.get('type', '')
+        step_id = condition.get('step_id', '')
+        value = condition.get('value', '')
+        
+        step_name = step_lookup.get(step_id, f"Step {step_id}")
+        
+        if condition_type == 'step_completed':
+            return f"'{step_name}' is completed"
+        elif condition_type == 'step_started':
+            return f"'{step_name}' is started"
+        elif condition_type == 'field_value':
+            field_label = condition.get('field_label', 'Unknown Field')
+            return f"Field '{field_label}' equals '{value}'"
+        else:
+            return f"{condition_type} condition"
+
+    def _generate_visibility_recommendations(self, visibility_rules: Dict, complexity_level: str) -> List[str]:
+        """
+        Generates visibility-specific recommendations.
+        
+        Args:
+            visibility_rules: Dictionary containing visibility rules
+            complexity_level: String indicating complexity level
+            
+        Returns:
+            List of recommendation strings
+        """
+        recommendations = []
+        
+        show_rules = visibility_rules.get('show_rules', [])
+        hide_rules = visibility_rules.get('hide_rules', [])
+        
+        if complexity_level == "Complex":
+            recommendations.append("Consider simplifying visibility conditions to improve workflow clarity")
+        
+        if show_rules and hide_rules:
+            recommendations.append("Review show/hide rule interactions to prevent conflicts")
+        
+        if len(show_rules) > 2:
+            recommendations.append("Multiple show conditions may create user confusion - consider consolidation")
+        
+        if not show_rules and not hide_rules:
+            recommendations.append("Step has simple visibility - no optimization needed")
+        
+        return recommendations
+
+    def _generate_dependency_recommendations(self, dependencies: Dict, complexity_level: str) -> List[str]:
+        """
+        Generates dependency-specific recommendations.
+        
+        Args:
+            dependencies: Dictionary containing dependency information
+            complexity_level: String indicating complexity level
+            
+        Returns:
+            List of recommendation strings
+        """
+        recommendations = []
+        
+        incoming_count = len(dependencies.get('incoming', []))
+        outgoing_count = len(dependencies.get('outgoing', []))
+        
+        if complexity_level == "High":
+            recommendations.append("High dependency complexity - consider breaking step into smaller components")
+        
+        if incoming_count > 3:
+            recommendations.append("Step has many dependencies - ensure all are necessary")
+        
+        if outgoing_count > 3:
+            recommendations.append("Step affects many other steps - verify all impacts are intentional")
+        
+        if not incoming_count and not outgoing_count:
+            recommendations.append("Step is independent - good for parallel execution")
+        
+        return recommendations