From 93f49f03db7c635bf26dfc1c1c0faa8d603f3f5b Mon Sep 17 00:00:00 2001
From: dal <dallin@buster.so>
Date: Mon, 29 Sep 2025 08:52:51 -0600
Subject: [PATCH 01/14] Fix: Bedrock caches differently than anthropic

---
 packages/ai/src/llm/providers/gateway.ts | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/packages/ai/src/llm/providers/gateway.ts b/packages/ai/src/llm/providers/gateway.ts
index 3198fc468..0d6f834c7 100644
--- a/packages/ai/src/llm/providers/gateway.ts
+++ b/packages/ai/src/llm/providers/gateway.ts
@@ -10,10 +10,10 @@ export const DEFAULT_ANTHROPIC_OPTIONS = {
     cacheControl: { type: 'ephemeral' },
   },
   bedrock: {
-    cacheControl: { type: 'ephemeral' },
-    additionalModelRequestFields: {
-      anthropic_beta: ['fine-grained-tool-streaming-2025-05-14'],
-    },
+    cachePoint: { type: 'default' }
+  },
+  additionalModelRequestFields: {
+    anthropic_beta: ['fine-grained-tool-streaming-2025-05-14'],
   },
 };
 

From c603ae1ebf365df4e98a62e247f770268139cfdc Mon Sep 17 00:00:00 2001
From: dal <dallin@buster.so>
Date: Mon, 29 Sep 2025 09:38:49 -0600
Subject: [PATCH 02/14] move additional fields back in.

---
 packages/ai/src/llm/providers/gateway.ts | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/packages/ai/src/llm/providers/gateway.ts b/packages/ai/src/llm/providers/gateway.ts
index 0d6f834c7..50df61eaa 100644
--- a/packages/ai/src/llm/providers/gateway.ts
+++ b/packages/ai/src/llm/providers/gateway.ts
@@ -10,10 +10,10 @@ export const DEFAULT_ANTHROPIC_OPTIONS = {
     cacheControl: { type: 'ephemeral' },
   },
   bedrock: {
-    cachePoint: { type: 'default' }
-  },
-  additionalModelRequestFields: {
-    anthropic_beta: ['fine-grained-tool-streaming-2025-05-14'],
+    cachePoint: { type: 'default' },
+    additionalModelRequestFields: {
+      anthropic_beta: ['fine-grained-tool-streaming-2025-05-14'],
+    },
   },
 };
 

From 200ea567a7bf8075e4d5a12810fefa80f9861b51 Mon Sep 17 00:00:00 2001
From: dal <dallin@buster.so>
Date: Mon, 29 Sep 2025 09:46:31 -0600
Subject: [PATCH 03/14] add in type for anthropic gateway

---
 packages/ai/src/llm/providers/gateway.ts | 41 ++++++++++++++++++++++--
 1 file changed, 39 insertions(+), 2 deletions(-)

diff --git a/packages/ai/src/llm/providers/gateway.ts b/packages/ai/src/llm/providers/gateway.ts
index 50df61eaa..c5438b7c8 100644
--- a/packages/ai/src/llm/providers/gateway.ts
+++ b/packages/ai/src/llm/providers/gateway.ts
@@ -2,7 +2,44 @@ import { createGateway } from '@ai-sdk/gateway';
 import { wrapLanguageModel } from 'ai';
 import { BraintrustMiddleware } from 'braintrust';
 
-export const DEFAULT_ANTHROPIC_OPTIONS = {
+// Provider-specific option types
+export type GatewayProviderOrder = string[];
+
+export type AnthropicOptions = {
+  cacheControl?: { type: 'ephemeral' };
+};
+
+export type BedrockOptions = {
+  cachePoint?: { type: 'default' };
+  additionalModelRequestFields?: {
+    anthropic_beta?: string[];
+  };
+};
+
+export type OpenAIOptions = {
+  // parallelToolCalls?: boolean;
+  reasoningEffort?: 'low' | 'medium' | 'high' | 'minimal';
+  verbosity?: 'low' | 'medium' | 'high';
+};
+
+// Main provider options types
+export type AnthropicProviderOptions = {
+  gateway: {
+    order: GatewayProviderOrder;
+  };
+  anthropic: AnthropicOptions;
+  bedrock: BedrockOptions;
+};
+
+export type OpenAIProviderOptions = {
+  gateway: {
+    order: GatewayProviderOrder;
+  };
+  openai: OpenAIOptions;
+};
+
+// Default options with proper typing
+export const DEFAULT_ANTHROPIC_OPTIONS: AnthropicProviderOptions = {
   gateway: {
     order: ['bedrock', 'anthropic', 'vertex'],
   },
@@ -17,7 +54,7 @@ export const DEFAULT_ANTHROPIC_OPTIONS = {
   },
 };
 
-export const DEFAULT_OPENAI_OPTIONS = {
+export const DEFAULT_OPENAI_OPTIONS: OpenAIProviderOptions = {
   gateway: {
     order: ['openai'],
   },

From 68a5a4f8747ca6e2db1d1ae99743a0d71f819f15 Mon Sep 17 00:00:00 2001
From: Blake Rouse <blake@buster.so>
Date: Mon, 29 Sep 2025 10:22:23 -0600
Subject: [PATCH 04/14] i-am-playing-wack-a-mole-rn

---
 .../analyst-agent/analyst-agent-prompt.txt    | 55 +++++++++++--------
 1 file changed, 31 insertions(+), 24 deletions(-)

diff --git a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
index b94b63484..b9dba77cb 100644
--- a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
+++ b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
@@ -420,28 +420,31 @@ You operate in a loop to complete tasks:
     - Number cards should always have a metricHeader and metricSubheader.
   - Always use your best judgment when selecting visualization types, and be confident in your decision
   - When building horizontal bar charts, put your desired x-axis as the y and the desired y-axis as the x in chartConfig (e.g. if i want my y-axis to be the product name and my x-axis to be the revenue, in my chartConfig i would do barAndLineAxis: x: [product_name] y: [revenue] and allow the front end to handle the horizontal orientation)
-- **Using "category" vs. "colorBy" Guidelines**
-  - When adding dimensions to a bar or line chart, carefully decide whether to use `category` or `colorBy`.
-  - **Use `category` when you want to create separate series or groups of values.**
-    - Each category value generates its own line, bar group, or stacked section.
-    - Examples:
-      - Line chart with revenue by month split by region → `category: [region]`
-      - Grouped bar chart of sales by product split by channel → `category: [channel]`
-    - Rule of thumb: use `category` when the visualization should **separate and compare multiple data series**.
-  - **Use `colorBy` when you want to keep a single series (no grouping, stacking, etc) but visually differentiate elements by color.**
-    - Bars or lines remain part of one series, but the colors vary by the field.
-    - Examples:
-      - Bar chart of sales by sales rep, with bars colored by region → `colorBy: [region]`
-      - Line chart of monthly revenue, with points/segments colored by product line → `colorBy: [product_line]`
-    - Rule of thumb: use `colorBy` when the visualization should **highlight categories inside a single series** rather than split into multiple groups.
-  - **Guidance by chart type**:
-    - Bar/Line:
-      - `category` → multiple series (grouped/stacked bars, multiple lines).
-      - `colorBy` → single series, colored by attribute.
-  - **Quick heuristic**:
-    - Ask: “Does the user want multiple grouped/stacked series, or just one series with colored differentiation?”
-      - Multiple → `category`
-      - One series, just colored → `colorBy`
+- Using a category or grouping as a "category" vs. "colorBy"
+  - Category = split the chart into multiple series. Think “make separate mini-charts inside one chart”—one line or bar-group per value. Use when the chart’s purpose is to **compare groups as distinct series**.
+  - ColorBy = shade within a single series. Think “paint the bars/line points in one series by an attribute.” Use when the chart’s purpose is to **stay a single series** but visually differentiate items by a secondary attribute (color).
+  - Series decision rule (critical)
+    - If there is **one quantitative measure** on Y (e.g., `ytd_sales`) and the chart is broken down by a **primary dimension** (e.g., `sales_rep_name`), the default is **one series** → keep `category` **empty** and, if needed, apply `colorBy: [<secondary_attribute>]`.
+    - Only use `category: [<field>]` when you truly intend **multiple series** (e.g., multiple lines over time, grouped/stacked bars per group).
+  - Operational rules
+    - Single-series visualization: `category: []`, optional `colorBy: ['<field>']` to differentiate.  
+      Example: *Revenue by customer, colored by region* → one bar per rep, `colorBy: ['region']`.
+    - Multi-series visualization: `category: ['<field>']`, `colorBy: []`.  
+      Example: *Revenue trend by month, split by region* → multiple lines, `category: ['region']`.
+    - Mutual exclusivity (default): Set **either** `category` **or** `colorBy`, **not both**. The only exception is when the requirement explicitly needs both (rare). If both are set, document why in the metric description.
+  - Common misunderstandings to avoid
+    - Do **not** upgrade a single-series chart into grouped/stacked multiple series just because a secondary field exists. If the primary ask is “performance by rep,” that remains **one series**; use `colorBy` for secondary context (e.g., region, role, status).
+    - “Comparison” language in a title/description does **not** automatically mean multi-series. If the core breakdown is still the *same single unit list* (e.g., reps), stay single-series and use `colorBy`.
+  - Concrete mapping
+    - Split/group by X → `category: ['X']` (multiple series).
+    - Color/highlight by X → `colorBy: ['X']` (single series).
+  - Safeguard example (single-series with color vs multi-series)
+    - Wrong: Sales rep bars split into East/West groups (`category: ['region']`) → creates multiple bars per rep, obscuring the rep-level comparison.
+    - Correct: One bar per rep, colored by East/West (`colorBy: ['region']`) → preserves single-series intent and adds clear context with color.
+    - Reason: The primary breakdown is the rep list (single series). Region is secondary context, so it belongs in `colorBy`.
+  - Titles and descriptions should not force multi-series
+    - Words like “comparison” or “versus” in titles/descriptions do not require multi-series. If the core breakdown is still a single list (e.g., sales reps), keep a single series and use `colorBy` for contextual differences.
+  - If a single-series chart without color is sufficient, **do not** add `category` or `colorBy`.
   ...
 - Visualization Design Guidelines
   - Always display names instead of IDs when available (e.g., "Product Name" instead of "Product ID")
@@ -493,6 +496,9 @@ You operate in a loop to complete tasks:
         - For monthly trends across years: barAndLineAxis: { x: [month, year], y: [...] }
         - For quarterly trends: barAndLineAxis: { x: [quarter, year], y: [...] }
         - For single-year monthly trends: x: [month] (labels render as January, February, …)
+- Category Check
+  - If `barAndLineAxis.x` or `comboChartAxis.x` contains a single non-time dimension (e.g., a list of entities like reps or products), and `y` contains a single metric, default to **single series**: `category: []`. Use `colorBy` for any secondary attribute if needed.
+  - If `x` is a **time axis** and the requirement is to compare groups **as separate series** over time, then use `category: ['<group_field>']`.
 </visualization_and_charting_guidelines>
 
 <when_to_create_new_metric_vs_update_exsting_metric>
@@ -508,8 +514,9 @@ You operate in a loop to complete tasks:
 - The system is read-only and you cannot write to databases.
 - Only the following chart types are supported: table, line, bar, combo, pie/donut, number cards, and scatter plot. Other chart types are not supported.
 - You cannot write Python.
-- You cannot highlight or flag specific elements (e.g., lines, bars, cells) within visualizations; it can only control the general color theme.
-- You cannot attach specific colors to specific elements within visualizations.  Only general color themes are supported.
+- You cannot assign custom hex colors to specific individual elements (e.g., hard-map “East = #123456”). Only default palettes are supported.
+- You cannot “spot highlight” arbitrary single bars/points by ID.
+  - **`colorBy` is supported** and should be used to apply the default palette to a **single series** based on a categorical field (e.g., color bars by `region` without creating multiple series).
 - Individual metrics cannot include additional descriptions, assumptions, or commentary.
 - Dashboard layout constraints:
   - Dashboards display collections of existing metrics referenced by their IDs.

From ebf10a9881c98415bfa9ab023ee4579c0e40d708 Mon Sep 17 00:00:00 2001
From: Blake Rouse <blake@buster.so>
Date: Mon, 29 Sep 2025 11:00:20 -0600
Subject: [PATCH 05/14] more-colorby-fix-attempts

---
 .../analyst-agent/analyst-agent-prompt.txt    | 61 +++++++++++--------
 .../helpers/metric-tool-description.txt       | 51 +---------------
 2 files changed, 38 insertions(+), 74 deletions(-)

diff --git a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
index b9dba77cb..0add6d03a 100644
--- a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
+++ b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
@@ -420,31 +420,42 @@ You operate in a loop to complete tasks:
     - Number cards should always have a metricHeader and metricSubheader.
   - Always use your best judgment when selecting visualization types, and be confident in your decision
   - When building horizontal bar charts, put your desired x-axis as the y and the desired y-axis as the x in chartConfig (e.g. if i want my y-axis to be the product name and my x-axis to be the revenue, in my chartConfig i would do barAndLineAxis: x: [product_name] y: [revenue] and allow the front end to handle the horizontal orientation)
-- Using a category or grouping as a "category" vs. "colorBy"
-  - Category = split the chart into multiple series. Think “make separate mini-charts inside one chart”—one line or bar-group per value. Use when the chart’s purpose is to **compare groups as distinct series**.
-  - ColorBy = shade within a single series. Think “paint the bars/line points in one series by an attribute.” Use when the chart’s purpose is to **stay a single series** but visually differentiate items by a secondary attribute (color).
-  - Series decision rule (critical)
-    - If there is **one quantitative measure** on Y (e.g., `ytd_sales`) and the chart is broken down by a **primary dimension** (e.g., `sales_rep_name`), the default is **one series** → keep `category` **empty** and, if needed, apply `colorBy: [<secondary_attribute>]`.
-    - Only use `category: [<field>]` when you truly intend **multiple series** (e.g., multiple lines over time, grouped/stacked bars per group).
-  - Operational rules
-    - Single-series visualization: `category: []`, optional `colorBy: ['<field>']` to differentiate.  
-      Example: *Revenue by customer, colored by region* → one bar per rep, `colorBy: ['region']`.
-    - Multi-series visualization: `category: ['<field>']`, `colorBy: []`.  
-      Example: *Revenue trend by month, split by region* → multiple lines, `category: ['region']`.
-    - Mutual exclusivity (default): Set **either** `category` **or** `colorBy`, **not both**. The only exception is when the requirement explicitly needs both (rare). If both are set, document why in the metric description.
-  - Common misunderstandings to avoid
-    - Do **not** upgrade a single-series chart into grouped/stacked multiple series just because a secondary field exists. If the primary ask is “performance by rep,” that remains **one series**; use `colorBy` for secondary context (e.g., region, role, status).
-    - “Comparison” language in a title/description does **not** automatically mean multi-series. If the core breakdown is still the *same single unit list* (e.g., reps), stay single-series and use `colorBy`.
-  - Concrete mapping
-    - Split/group by X → `category: ['X']` (multiple series).
-    - Color/highlight by X → `colorBy: ['X']` (single series).
-  - Safeguard example (single-series with color vs multi-series)
-    - Wrong: Sales rep bars split into East/West groups (`category: ['region']`) → creates multiple bars per rep, obscuring the rep-level comparison.
-    - Correct: One bar per rep, colored by East/West (`colorBy: ['region']`) → preserves single-series intent and adds clear context with color.
-    - Reason: The primary breakdown is the rep list (single series). Region is secondary context, so it belongs in `colorBy`.
-  - Titles and descriptions should not force multi-series
-    - Words like “comparison” or “versus” in titles/descriptions do not require multi-series. If the core breakdown is still a single list (e.g., sales reps), keep a single series and use `colorBy` for contextual differences.
-  - If a single-series chart without color is sufficient, **do not** add `category` or `colorBy`.
+- Using a categorical field as "category" vs. "colorBy"
+  - Critical Clarification:
+    - Many fields are categorical (text, labels, enums), but this does **not** mean they belong in `category`.
+    - `category` in chartConfig has a very specific meaning: *split into multiple parallel series*.
+    - Most categorical-looking fields should instead be used in `colorBy`, not in `category`.
+  - Decision Rule
+    - Start by asking: *Is this field defining the primary series, or just adding context?*
+      - Primary series split → use category
+        - Example: *Revenue over time by region* → multiple lines (category = region).
+      - Context only → use colorBy
+        - Example: *Sales reps’ performance colored by region* → one bar per rep (colorBy = region).
+  - Checklist Before Using category
+    1. Is the X-axis a time series and the user wants multiple lines/bars? → `category`.
+    2. Does the chart need parallel groups of the same measure (e.g., stacked/grouped bars)? → `category`.
+    3. Otherwise (entity list on X, one measure on Y) → keep single series, use `colorBy` if needed.
+  - Common Confusion Traps
+    - Fields like `region`, `segment`, `department`, `status`, `role`, etc. *look categorical* but usually belong in `colorBy` when the main X is an entity list (e.g., reps, products).
+    - Do **not** force `category` just because the field name sounds like a grouping.
+    - Example: *Compare East vs West reps* → Wrong = `category = region` (duplicates reps). Correct = `colorBy = region`.
+  - Examples
+    - Correct — category
+      - "Show monthly revenue by region" → X = month, Y = revenue, `category = region` → multiple lines.
+      - "Stacked bars of sales by product category" → X = category, Y = sales, `category = product_type`.
+    - Correct — colorBy
+      - "Compare invdividual customers and their revenue from East vs West" → X = rep, Y = sales, `colorBy = region` → one bar per rep, East as one color/West as another color.
+      - "Quota attainment by department" → X = rep, Y = quota %, `colorBy = department`.
+    - Incorrect — misuse of category
+      - Wrong: "Compare East vs West reps" → X = rep, Y = sales, `category = region` (creates duplicate reps, confusing grouped bars).
+      - Wrong: "Product sales by category" when only one measure → `category = product_type` (splits into parallel series unnecessarily).
+  - Safeguards
+    - Do **not** automatically map categorical fields to `category`.
+    - Use **either** `category` or `colorBy`, never both.
+    - “Comparison” or “versus” in user wording does not imply multiple series. If the main breakdown is still a single list, use `colorBy`.
+  - Rule of Thumb for Categorical Fields
+    - *If the request is centered on comparing items in a single list → use colorBy.*
+    - *If the request is centered on comparing groups as separate series → use category.*
   ...
 - Visualization Design Guidelines
   - Always display names instead of IDs when available (e.g., "Product Name" instead of "Product ID")
diff --git a/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt b/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt
index 12ab80021..56f91f9f8 100644
--- a/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt
+++ b/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt
@@ -547,30 +547,12 @@ definitions:
                 type: array
                 items:
                   type: string
-                description: |
-                  LOWERCASE column name from SQL for category grouping.
-                  
-                  Category vs ColorBy:
-                  - Use CATEGORY: When you want to create multiple series/lines (one per category value). Creates separate data points and enables legend.
-                  - Use COLORBY: When you want to apply colors to bars/points based on a column value, but keep them as a single series.
-                  
-                  Example: Sales by month
-                  - With category=['region']: Creates separate lines/bars for each region (North, South, East, West)
-                  - With colorBy=['region']: Colors bars by region but keeps them as one series
+                description: LOWERCASE column name from SQL for category grouping.
               tooltip:
                 type: [array, 'null']
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
-              colorBy:
-                type: [array, 'null']
-                items:
-                  type: string
-                description: |
-                  Optional array of column names to apply colors based on column values.
-                  Use this when you want visual differentiation without creating separate series.
-                  Perfect for: Status indicators (red/yellow/green), priority levels, or any categorical color coding.
-                  Example: ['region'] - colors bars by region values
             required:
               - x
               - y
@@ -626,9 +608,6 @@ definitions:
                 type: array
                 items:
                   type: string
-                description: |
-                  LOWERCASE column name from SQL for category grouping.
-                  Creates separate colored series of points for each category value.
               size:
                 type: array
                 items:
@@ -639,14 +618,6 @@ definitions:
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
-              colorBy:
-                type: [array, 'null']
-                items:
-                  type: string
-                description: |
-                  Optional array of column names to apply colors to scatter points based on column values.
-                  Use when you want all points in one series with color-coded differentiation.
-                  Example: ['priority'] - colors points by priority values
             required:
               - x
               - y
@@ -678,14 +649,6 @@ definitions:
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
-              colorBy:
-                type: [array, 'null']
-                items:
-                  type: string
-                description: |
-                  Optional array of column names for pie slice colors based on column values.
-                  Allows custom color mapping for specific slice categories.
-                  Example: ['category'] - colors slices by category values
             required:
               - x
               - y
@@ -720,22 +683,12 @@ definitions:
                 type: array
                 items:
                   type: string
-                description: |
-                  LOWERCASE column name from SQL for category grouping.
-                  Creates separate series for each category value in combo chart.
+                description: LOWERCASE column name from SQL for category grouping.
               tooltip:
                 type: [array, 'null']
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
-              colorBy:
-                type: [array, 'null']
-                items:
-                  type: string
-                description: |
-                  Optional array of column names to apply colors based on column values in combo chart.
-                  Useful for color-coding bars while lines remain as separate series.
-                  Example: ['region'] - colors bars by region values
             required:
               - x
               - y

From 09030d5d2bea90e158c639692336000ac9918c52 Mon Sep 17 00:00:00 2001
From: Wells Bunker <wells@buster.so>
Date: Mon, 29 Sep 2025 11:02:56 -0600
Subject: [PATCH 06/14] migrating /chats/[id] GET endpoint to v2

---
 apps/server/src/api/v2/chats/[id]/GET.ts      |  87 +++++++++++++
 apps/server/src/api/v2/chats/[id]/index.ts    |   8 ++
 apps/server/src/api/v2/chats/index.ts         |   2 +
 .../src/api/v2/chats/services/chat-helpers.ts | 117 +++++++++++-------
 .../v2/chats/services/chat-service.test.ts    |  51 +++++---
 .../src/api/v2/dashboards/[id]/GET.test.ts    |   8 +-
 apps/server/src/api/v2/dashboards/[id]/GET.ts |   4 +-
 .../src/shared-helpers/metric-helpers.test.ts |  14 +--
 .../src/shared-helpers/metric-helpers.ts      |   4 +-
 .../web/src/api/buster_rest/chats/requests.ts |   2 +-
 .../src/assets/cascading-permissions.ts       | 102 ++++++++++++++-
 packages/access-controls/src/assets/checks.ts |   2 -
 .../get-users-with-asset-permissions.ts       |  60 +++++++++
 packages/database/src/queries/assets/index.ts |   7 ++
 .../check-chats-containing-asset.ts           |   2 +-
 ...-users-with-dashboard-permissions-by-id.ts |  58 ---------
 .../database/src/queries/dashboards/index.ts  |   7 --
 .../database/src/queries/messages/messages.ts |  16 ++-
 ...get-users-with-metric-permissions-by-id.ts |  58 ---------
 .../database/src/queries/metrics/index.ts     |   8 --
 .../src/chats/chat-message.types.ts           |   2 +
 21 files changed, 403 insertions(+), 216 deletions(-)
 create mode 100644 apps/server/src/api/v2/chats/[id]/GET.ts
 create mode 100644 apps/server/src/api/v2/chats/[id]/index.ts
 create mode 100644 packages/database/src/queries/assets/get-users-with-asset-permissions.ts
 delete mode 100644 packages/database/src/queries/dashboards/get-users-with-dashboard-permissions-by-id.ts
 delete mode 100644 packages/database/src/queries/metrics/get-users-with-metric-permissions-by-id.ts

diff --git a/apps/server/src/api/v2/chats/[id]/GET.ts b/apps/server/src/api/v2/chats/[id]/GET.ts
new file mode 100644
index 000000000..d95547741
--- /dev/null
+++ b/apps/server/src/api/v2/chats/[id]/GET.ts
@@ -0,0 +1,87 @@
+import { checkPermission } from '@buster/access-controls';
+import type { User } from '@buster/database/queries';
+import {
+  getChatWithDetails,
+  getMessagesForChatWithUserDetails,
+} from '@buster/database/queries';
+import {
+  type GetChatResponse,
+  GetChatRequestSchema,
+} from '@buster/server-shared/chats';
+import { zValidator } from '@hono/zod-validator';
+import { Hono } from 'hono';
+import { HTTPException } from 'hono/http-exception';
+import { throwUnauthorizedError } from '../../../../shared-helpers/asset-public-access';
+import { buildChatWithMessages } from '../services/chat-helpers';
+
+interface GetChatHandlerParams {
+  chatId: string;
+  user: User;
+}
+
+const app = new Hono().get('/', zValidator('param', GetChatRequestSchema), async (c) => {
+  const { id } = c.req.valid('param');
+  const user = c.get('busterUser');
+
+  console.info(`Processing GET request for chat with ID: ${id}, user_id: ${user.id}`);
+
+  const response: GetChatResponse = await getChatHandler({ chatId: id, user });
+
+  return c.json(response);
+});
+
+export default app;
+
+/**
+ * Handler to retrieve a chat by ID with messages and permissions
+ * This is the TypeScript equivalent of the Rust get_chat_handler
+ */
+export async function getChatHandler(params: GetChatHandlerParams): Promise<GetChatResponse> {
+  const { chatId, user } = params;
+
+  // Fetch chat with messages and related data
+  const chatData = await getChatWithDetails({
+    chatId,
+    userId: user.id,
+  });
+
+  if (!chatData) {
+    console.warn(`Chat not found: ${chatId}`);
+    throw new HTTPException(404, {
+      message: 'Chat not found',
+    });
+  }
+
+  const { chat, user: creator } = chatData;
+  console.info('user', user);
+
+  // Check permissions using the access control system
+  const { hasAccess, effectiveRole } = await checkPermission({
+    userId: user.id,
+    assetId: chatId,
+    assetType: 'chat',
+    requiredRole: 'can_view',
+    organizationId: chat.organizationId,
+    workspaceSharing: chat.workspaceSharing || 'none',
+    publiclyAccessible: chat.publiclyAccessible || false,
+    publicExpiryDate: chat.publicExpiryDate ?? undefined,
+  });
+
+  if (!hasAccess || !effectiveRole) {
+    throwUnauthorizedError({
+      publiclyAccessible: chat.publiclyAccessible || false,
+      publicExpiryDate: chat.publicExpiryDate ?? undefined,
+    });
+  }
+
+  const messages = await getMessagesForChatWithUserDetails(chatId);
+
+  const response: GetChatResponse = await buildChatWithMessages(
+    chat,
+    messages,
+    creator,
+    effectiveRole
+  );
+
+  return response;
+}
diff --git a/apps/server/src/api/v2/chats/[id]/index.ts b/apps/server/src/api/v2/chats/[id]/index.ts
new file mode 100644
index 000000000..5f75e86fe
--- /dev/null
+++ b/apps/server/src/api/v2/chats/[id]/index.ts
@@ -0,0 +1,8 @@
+import { Hono } from 'hono';
+import GET from './GET';
+
+const app = new Hono();
+
+app.route('/', GET);
+
+export default app;
diff --git a/apps/server/src/api/v2/chats/index.ts b/apps/server/src/api/v2/chats/index.ts
index 716744e94..37c44ca8c 100644
--- a/apps/server/src/api/v2/chats/index.ts
+++ b/apps/server/src/api/v2/chats/index.ts
@@ -12,6 +12,7 @@ import '../../../types/hono.types'; //I added this to fix intermitent type error
 import { HTTPException } from 'hono/http-exception';
 import { z } from 'zod';
 import GET from './GET';
+import chatById from './[id]';
 import { cancelChatHandler } from './cancel-chat';
 import { createChatHandler } from './handler';
 
@@ -19,6 +20,7 @@ const app = new Hono()
   // Apply authentication middleware
   .use('*', requireAuth)
   .route('/', GET)
+  .route('/:id', chatById)
   // POST /chats - Create a new chat
   .post('/', zValidator('json', ChatCreateRequestSchema), async (c) => {
     const request = c.req.valid('json');
diff --git a/apps/server/src/api/v2/chats/services/chat-helpers.ts b/apps/server/src/api/v2/chats/services/chat-helpers.ts
index adc8fc0b0..519e1781f 100644
--- a/apps/server/src/api/v2/chats/services/chat-helpers.ts
+++ b/apps/server/src/api/v2/chats/services/chat-helpers.ts
@@ -1,4 +1,8 @@
-import { canUserAccessChatCached } from '@buster/access-controls';
+import {
+  type AssetPermissionRole,
+  canUserAccessChatCached,
+  checkPermission,
+} from '@buster/access-controls';
 import type { ModelMessage } from '@buster/ai';
 import { db } from '@buster/database/connection';
 import {
@@ -7,7 +11,9 @@ import {
   createMessage,
   generateAssetMessages,
   getChatWithDetails,
-  getMessagesForChat,
+  getMessagesForChatWithUserDetails,
+  getOrganizationMemberCount,
+  getUsersWithAssetPermissions,
 } from '@buster/database/queries';
 import type { Chat, Message } from '@buster/database/queries';
 import { chats, messages } from '@buster/database/schema';
@@ -24,6 +30,8 @@ import { ChatError, ChatErrorCode } from '@buster/server-shared/chats';
 import { PostProcessingMessageSchema } from '@buster/server-shared/message';
 import { and, eq, gte, isNull } from 'drizzle-orm';
 import type { z } from 'zod';
+import { throwUnauthorizedError } from '../../../../shared-helpers/asset-public-access';
+import { getPubliclyEnabledByUser } from '../../../../shared-helpers/get-publicly-enabled-by-user';
 
 /**
  * Validates a nullable JSONB field against a Zod schema
@@ -106,64 +114,72 @@ const buildReasoningMessages = (reasoningMessages: unknown): ChatMessage['reason
  * Build a ChatWithMessages object from database entities
  * Optimized for performance with pre-allocated objects and minimal iterations
  */
-export function buildChatWithMessages(
+export async function buildChatWithMessages(
   chat: Chat,
-  messages: Message[],
+  messages: { message: Message; user: User }[],
   user: User | null,
+  permission: AssetPermissionRole,
   isFavorited = false
-): ChatWithMessages {
+): Promise<ChatWithMessages> {
+  const createdByName = user?.name || user?.email || 'Unknown User';
+
   // Pre-allocate collections with known size
   const messageCount = messages.length;
   const messageMap: Record<string, ChatMessage> = {};
   const messageIds: string[] = new Array(messageCount);
 
-  // Cache user info to avoid repeated property access
-  const userName = user?.name || user?.email || 'Unknown User';
-  const userAvatar = user?.avatarUrl || undefined;
-
   // Single iteration with optimized object creation
   for (let i = 0; i < messageCount; i++) {
     const msg = messages[i];
     if (!msg) continue; // Skip if somehow undefined
 
-    const responseMessages = buildResponseMessages(msg.responseMessages);
-    const reasoningMessages = buildReasoningMessages(msg.reasoning);
+    const responseMessages = buildResponseMessages(msg.message.responseMessages);
+    const reasoningMessages = buildReasoningMessages(msg.message.reasoning);
 
     // Pre-compute arrays to avoid Object.keys() calls
     const responseMessageIds = Object.keys(responseMessages);
     const reasoningMessageIds = Object.keys(reasoningMessages);
 
-    const requestMessage = msg.requestMessage
+    const requestMessage = msg.message.requestMessage
       ? {
-          request: msg.requestMessage,
-          sender_id: msg.createdBy,
-          sender_name: userName,
-          sender_avatar: userAvatar,
+          request: msg.message.requestMessage,
+          sender_id: msg.message.createdBy,
+          sender_name: msg.user.name || msg.user.email || 'Unknown User',
+          sender_avatar: msg.user.avatarUrl,
         }
       : null;
 
     const chatMessage: ChatMessage = {
-      id: msg.id,
-      created_at: msg.createdAt,
-      updated_at: msg.updatedAt,
+      id: msg.message.id,
+      created_at: msg.message.createdAt,
+      updated_at: msg.message.updatedAt,
       request_message: requestMessage,
       response_messages: responseMessages,
       response_message_ids: responseMessageIds,
       reasoning_message_ids: reasoningMessageIds,
       reasoning_messages: reasoningMessages,
-      final_reasoning_message: msg.finalReasoningMessage || null,
-      feedback: msg.feedback ? (msg.feedback as 'negative') : null,
-      is_completed: msg.isCompleted || false,
+      final_reasoning_message: msg.message.finalReasoningMessage || null,
+      feedback: msg.message.feedback ? (msg.message.feedback as 'negative') : null,
+      is_completed: msg.message.isCompleted || false,
       post_processing_message: validateNullableJsonb(
-        msg.postProcessingMessage,
+        msg.message.postProcessingMessage,
         PostProcessingMessageSchema
       ),
     };
 
-    messageIds[i] = msg.id;
-    messageMap[msg.id] = chatMessage;
+    messageIds[i] = msg.message.id;
+    messageMap[msg.message.id] = chatMessage;
   }
 
+  const [publiclyEnabledBy, individualPermissions, workspaceMemberCount] = await Promise.all([
+    getPubliclyEnabledByUser(chat.publiclyEnabledBy),
+    getUsersWithAssetPermissions({
+      assetId: chat.id,
+      assetType: 'chat',
+    }),
+    getOrganizationMemberCount(chat.organizationId),
+  ]);
+
   // Ensure message_ids array has no duplicates
   const uniqueMessageIds = [...new Set(messageIds)];
 
@@ -181,17 +197,16 @@ export function buildChatWithMessages(
     updated_at: chat.updatedAt,
     created_by: chat.createdBy,
     created_by_id: chat.createdBy,
-    created_by_name: userName,
+    created_by_name: createdByName,
     created_by_avatar: user?.avatarUrl || null,
-    // Sharing fields - TODO: implement proper sharing logic
-    individual_permissions: [],
+    individual_permissions: individualPermissions,
     publicly_accessible: chat.publiclyAccessible || false,
     public_expiry_date: chat.publicExpiryDate || null,
-    public_enabled_by: chat.publiclyEnabledBy || null,
-    public_password: null, // Don't expose password
-    permission: 'owner', // TODO: Implement proper permission checking
-    workspace_sharing: 'full_access',
-    workspace_member_count: 0,
+    public_enabled_by: publiclyEnabledBy,
+    public_password: null, // password not implemented yet
+    permission,
+    workspace_sharing: chat.workspaceSharing || 'none',
+    workspace_member_count: workspaceMemberCount,
   };
 }
 
@@ -221,16 +236,22 @@ export async function handleExistingChat(
     throw new ChatError(ChatErrorCode.CHAT_NOT_FOUND, 'Chat not found', 404);
   }
 
-  const hasPermission = await canUserAccessChatCached({
+  const { effectiveRole, hasAccess } = await checkPermission({
     userId: user.id,
-    chatId,
+    assetId: chatId,
+    assetType: 'chat',
+    requiredRole: 'can_view',
+    organizationId: chatDetails.chat.organizationId,
+    workspaceSharing: chatDetails.chat.workspaceSharing,
+    publiclyAccessible: chatDetails.chat.publiclyAccessible,
+    publicExpiryDate: chatDetails.chat.publicExpiryDate || undefined,
   });
-  if (!hasPermission) {
-    throw new ChatError(
-      ChatErrorCode.PERMISSION_DENIED,
-      'You do not have permission to access this chat',
-      403
-    );
+
+  if (!hasAccess || !effectiveRole) {
+    throwUnauthorizedError({
+      publiclyAccessible: chatDetails.chat.publiclyAccessible,
+      publicExpiryDate: chatDetails.chat.publicExpiryDate || undefined,
+    });
   }
 
   // Handle redo logic if redoFromMessageId is provided
@@ -266,17 +287,20 @@ export async function handleExistingChat(
           metadata,
         })
       : Promise.resolve(null),
-    getMessagesForChat(chatId),
+    getMessagesForChatWithUserDetails(chatId),
   ]);
 
   // Combine messages - prepend new message to maintain descending order (newest first)
-  const allMessages = newMessage ? [newMessage, ...existingMessages] : existingMessages;
+  const allMessages = newMessage
+    ? [{ message: newMessage, user }, ...existingMessages]
+    : existingMessages;
 
   // Build chat with messages
-  const chatWithMessages: ChatWithMessages = buildChatWithMessages(
+  const chatWithMessages: ChatWithMessages = await buildChatWithMessages(
     chatDetails.chat,
     allMessages,
     chatDetails.user,
+    effectiveRole,
     chatDetails.isFavorited
   );
 
@@ -378,10 +402,11 @@ export async function handleNewChat({
   });
 
   // Build chat with messages
-  const chatWithMessages = buildChatWithMessages(
+  const chatWithMessages = await buildChatWithMessages(
     result.chat,
-    result.message ? [result.message] : [],
+    result.message ? [{ message: result.message, user }] : [],
     user,
+    'owner',
     false
   );
 
diff --git a/apps/server/src/api/v2/chats/services/chat-service.test.ts b/apps/server/src/api/v2/chats/services/chat-service.test.ts
index 0874e9531..51d8351d1 100644
--- a/apps/server/src/api/v2/chats/services/chat-service.test.ts
+++ b/apps/server/src/api/v2/chats/services/chat-service.test.ts
@@ -3,14 +3,15 @@ import { ChatError, ChatErrorCode } from '@buster/server-shared/chats';
 import { beforeEach, describe, expect, it, vi } from 'vitest';
 import { initializeChat } from './chat-service';
 
-import { canUserAccessChatCached } from '@buster/access-controls';
+import { canUserAccessChatCached, checkPermission } from '@buster/access-controls';
 // Import mocked functions
 import {
-  createChat,
   createMessage,
-  generateAssetMessages,
   getChatWithDetails,
   getMessagesForChat,
+  getMessagesForChatWithUserDetails,
+  getOrganizationMemberCount,
+  getUsersWithAssetPermissions,
 } from '@buster/database/queries';
 
 const mockUser = {
@@ -90,18 +91,34 @@ vi.mock('@buster/database/queries', () => ({
   getChatWithDetails: vi.fn(),
   createMessage: vi.fn(),
   generateAssetMessages: vi.fn(),
-  getMessagesForChat: vi.fn(),
+  getMessagesForChatWithUserDetails: vi.fn(),
   createAssetPermission: vi.fn(),
+  getUsersWithAssetPermissions: vi.fn(),
+  getOrganizationMemberCount: vi.fn(),
 }));
 
 // Mock access-controls
 vi.mock('@buster/access-controls', () => ({
-  canUserAccessChatCached: vi.fn(),
+  checkPermission: vi.fn(),
 }));
 
 describe('chat-service', () => {
+  const mockCheckPermission = checkPermission as any;
+  const mockGetOrganizationMemberCount = getOrganizationMemberCount as any;
+  const mockGetUsersWithAssetPermissions = getUsersWithAssetPermissions as any;
+  const mockGetMessagesForChatWithUserDetails = getMessagesForChatWithUserDetails as any;
+
   beforeEach(() => {
     vi.clearAllMocks();
+
+    // Setup default mock returns
+    mockCheckPermission.mockResolvedValue({
+      hasAccess: true,
+      effectiveRole: 'can_view',
+    });
+    mockGetOrganizationMemberCount.mockResolvedValue(5);
+    mockGetUsersWithAssetPermissions.mockResolvedValue([]);
+    mockGetMessagesForChatWithUserDetails.mockResolvedValue([]);
   });
 
   describe('initializeChat', () => {
@@ -136,9 +153,15 @@ describe('chat-service', () => {
         'org-123'
       );
 
-      expect(canUserAccessChatCached).toHaveBeenCalledWith({
+      expect(mockCheckPermission).toHaveBeenCalledWith({
         userId: mockUser.id,
-        chatId: 'chat-123',
+        assetId: 'chat-123',
+        assetType: 'chat',
+        requiredRole: 'can_view',
+        organizationId: '550e8400-e29b-41d4-a716-446655440000',
+        publiclyAccessible: false,
+        publicExpiryDate: undefined,
+        workspaceSharing: undefined,
       });
       expect(createMessage).toHaveBeenCalledWith({
         chatId: 'chat-123',
@@ -150,7 +173,10 @@ describe('chat-service', () => {
     });
 
     it('should throw PERMISSION_DENIED error when user lacks permission', async () => {
-      vi.mocked(canUserAccessChatCached).mockResolvedValue(false);
+      mockCheckPermission.mockResolvedValue({
+        hasAccess: false,
+        effectiveRole: null,
+      });
       vi.mocked(getChatWithDetails).mockResolvedValue({
         chat: mockChat,
         user: { id: 'user-123', name: 'Test User', avatarUrl: null } as any,
@@ -159,14 +185,7 @@ describe('chat-service', () => {
 
       await expect(
         initializeChat({ chat_id: 'chat-123', prompt: 'Hello' }, mockUser, 'org-123')
-      ).rejects.toThrow(ChatError);
-
-      await expect(
-        initializeChat({ chat_id: 'chat-123', prompt: 'Hello' }, mockUser, 'org-123')
-      ).rejects.toMatchObject({
-        code: ChatErrorCode.PERMISSION_DENIED,
-        statusCode: 403,
-      });
+      ).rejects.toThrow('You do not have permission to access this asset');
     });
 
     it('should throw CHAT_NOT_FOUND error when chat does not exist', async () => {
diff --git a/apps/server/src/api/v2/dashboards/[id]/GET.test.ts b/apps/server/src/api/v2/dashboards/[id]/GET.test.ts
index 90bb13198..8eb121f16 100644
--- a/apps/server/src/api/v2/dashboards/[id]/GET.test.ts
+++ b/apps/server/src/api/v2/dashboards/[id]/GET.test.ts
@@ -4,7 +4,7 @@ import {
   getCollectionsAssociatedWithDashboard,
   getDashboardById,
   getOrganizationMemberCount,
-  getUsersWithDashboardPermissions,
+  getUsersWithAssetPermissions,
 } from '@buster/database/queries';
 import { DEFAULT_CHART_CONFIG } from '@buster/server-shared/metrics';
 import { HTTPException } from 'hono/http-exception';
@@ -25,7 +25,7 @@ vi.mock('@buster/access-controls', () => ({
 
 vi.mock('@buster/database/queries', () => ({
   getDashboardById: vi.fn(),
-  getUsersWithDashboardPermissions: vi.fn(),
+  getUsersWithAssetPermissions: vi.fn(),
   getOrganizationMemberCount: vi.fn(),
   getCollectionsAssociatedWithDashboard: vi.fn(),
 }));
@@ -49,7 +49,7 @@ vi.mock('js-yaml', () => ({
 describe('getDashboardHandler', () => {
   const mockCheckPermission = checkPermission as Mock;
   const mockGetDashboardById = getDashboardById as Mock;
-  const mockGetUsersWithDashboardPermissions = getUsersWithDashboardPermissions as Mock;
+  const mockGetUsersWithAssetPermissions = getUsersWithAssetPermissions as Mock;
   const mockGetOrganizationMemberCount = getOrganizationMemberCount as Mock;
   const mockGetCollectionsAssociatedWithDashboard = getCollectionsAssociatedWithDashboard as Mock;
   const mockGetPubliclyEnabledByUser = getPubliclyEnabledByUser as Mock;
@@ -107,7 +107,7 @@ describe('getDashboardHandler', () => {
       hasAccess: true,
       effectiveRole: 'can_view',
     });
-    mockGetUsersWithDashboardPermissions.mockResolvedValue([]);
+    mockGetUsersWithAssetPermissions.mockResolvedValue([]);
     mockGetOrganizationMemberCount.mockResolvedValue(5);
     mockGetCollectionsAssociatedWithDashboard.mockResolvedValue([]);
     mockGetPubliclyEnabledByUser.mockResolvedValue(null);
diff --git a/apps/server/src/api/v2/dashboards/[id]/GET.ts b/apps/server/src/api/v2/dashboards/[id]/GET.ts
index e9d5fc97d..2cd3ab9e6 100644
--- a/apps/server/src/api/v2/dashboards/[id]/GET.ts
+++ b/apps/server/src/api/v2/dashboards/[id]/GET.ts
@@ -4,7 +4,7 @@ import {
   getCollectionsAssociatedWithDashboard,
   getDashboardById,
   getOrganizationMemberCount,
-  getUsersWithDashboardPermissions,
+  getUsersWithAssetPermissions,
 } from '@buster/database/queries';
 import {
   GetDashboardParamsSchema,
@@ -205,7 +205,7 @@ export async function getDashboardHandler(
   // Get the extra dashboard info concurrently
   const [individualPermissions, workspaceMemberCount, collections, publicEnabledBy] =
     await Promise.all([
-      getUsersWithDashboardPermissions({ dashboardId }),
+      getUsersWithAssetPermissions({ assetId: dashboardId, assetType: 'dashboard_file' }),
       getOrganizationMemberCount(dashboardFile.organizationId),
       getCollectionsAssociatedWithDashboard(dashboardId, user.id),
       getPubliclyEnabledByUser(dashboardFile.publiclyEnabledBy),
diff --git a/apps/server/src/shared-helpers/metric-helpers.test.ts b/apps/server/src/shared-helpers/metric-helpers.test.ts
index cc440eed3..8f4dd35d3 100644
--- a/apps/server/src/shared-helpers/metric-helpers.test.ts
+++ b/apps/server/src/shared-helpers/metric-helpers.test.ts
@@ -5,7 +5,7 @@ import {
   getAssetsAssociatedWithMetric,
   getMetricFileById,
   getOrganizationMemberCount,
-  getUsersWithMetricPermissions,
+  getUsersWithAssetPermissions,
 } from '@buster/database/queries';
 import { type ChartConfigProps, DEFAULT_CHART_CONFIG } from '@buster/server-shared/metrics';
 import { HTTPException } from 'hono/http-exception';
@@ -26,7 +26,7 @@ vi.mock('@buster/access-controls', () => ({
 
 vi.mock('@buster/database/queries', () => ({
   getMetricFileById: vi.fn(),
-  getUsersWithMetricPermissions: vi.fn(),
+  getUsersWithAssetPermissions: vi.fn(),
   getOrganizationMemberCount: vi.fn(),
   getAssetsAssociatedWithMetric: vi.fn(),
 }));
@@ -45,7 +45,7 @@ vi.mock('js-yaml', () => ({
 describe('metric-helpers', () => {
   const mockCheckPermission = checkPermission as Mock;
   const mockGetMetricFileById = getMetricFileById as Mock;
-  const mockGetUsersWithMetricPermissions = getUsersWithMetricPermissions as Mock;
+  const mockGetUsersWithAssetPermissions = getUsersWithAssetPermissions as Mock;
   const mockGetOrganizationMemberCount = getOrganizationMemberCount as Mock;
   const mockGetAssetsAssociatedWithMetric = getAssetsAssociatedWithMetric as Mock;
   const mockGetPubliclyEnabledByUser = getPubliclyEnabledByUser as Mock;
@@ -111,7 +111,7 @@ describe('metric-helpers', () => {
       hasAccess: true,
       effectiveRole: 'can_view',
     });
-    mockGetUsersWithMetricPermissions.mockResolvedValue([]);
+    mockGetUsersWithAssetPermissions.mockResolvedValue([]);
     mockGetOrganizationMemberCount.mockResolvedValue(5);
     mockGetAssetsAssociatedWithMetric.mockResolvedValue({
       dashboards: [],
@@ -630,9 +630,9 @@ describe('metric-helpers', () => {
     it('should include all associated data from concurrent queries', async () => {
       const processedData = createProcessedData();
 
-      mockGetUsersWithMetricPermissions.mockResolvedValue([
-        { userId: 'user-1', role: 'can_view' },
-        { userId: 'user-2', role: 'can_edit' },
+      mockGetUsersWithAssetPermissions.mockResolvedValue([
+        { role: 'can_view', email: 'user1@test.com', name: 'User 1', avatarUrl: null },
+        { role: 'can_edit', email: 'user2@test.com', name: 'User 2', avatarUrl: null },
       ]);
       mockGetOrganizationMemberCount.mockResolvedValue(10);
       mockGetAssetsAssociatedWithMetric.mockResolvedValue({
diff --git a/apps/server/src/shared-helpers/metric-helpers.ts b/apps/server/src/shared-helpers/metric-helpers.ts
index 07a1cedb4..d85d302d6 100644
--- a/apps/server/src/shared-helpers/metric-helpers.ts
+++ b/apps/server/src/shared-helpers/metric-helpers.ts
@@ -5,7 +5,7 @@ import {
   getAssetsAssociatedWithMetric,
   getMetricFileById,
   getOrganizationMemberCount,
-  getUsersWithMetricPermissions,
+  getUsersWithAssetPermissions,
 } from '@buster/database/queries';
 import {
   type ChartConfigProps,
@@ -215,7 +215,7 @@ export async function buildMetricResponse(
   // Get the extra metric info concurrently
   const [individualPermissions, workspaceMemberCount, associatedAssets, publicEnabledBy] =
     await Promise.all([
-      getUsersWithMetricPermissions({ metricId: metricFile.id }),
+      getUsersWithAssetPermissions({ assetId: metricFile.id, assetType: 'metric_file' }),
       getOrganizationMemberCount(metricFile.organizationId),
       getAssetsAssociatedWithMetric(metricFile.id, userId),
       getPubliclyEnabledByUser(metricFile.publiclyEnabledBy),
diff --git a/apps/web/src/api/buster_rest/chats/requests.ts b/apps/web/src/api/buster_rest/chats/requests.ts
index 0ef707585..ab47880bc 100644
--- a/apps/web/src/api/buster_rest/chats/requests.ts
+++ b/apps/web/src/api/buster_rest/chats/requests.ts
@@ -31,7 +31,7 @@ export const getListLogs = async (params?: GetLogsListRequest): Promise<GetLogsL
 };
 
 export const getChat = async ({ id }: GetChatRequest): Promise<GetChatResponse> => {
-  return mainApi.get<GetChatResponse>(`${CHATS_BASE}/${id}`).then((res) => res.data);
+  return mainApiV2.get<GetChatResponse>(`${CHATS_BASE}/${id}`).then((res) => res.data);
 };
 
 export const deleteChat = async (data: DeleteChatsRequest): Promise<void> => {
diff --git a/packages/access-controls/src/assets/cascading-permissions.ts b/packages/access-controls/src/assets/cascading-permissions.ts
index 46efe9500..896473dae 100644
--- a/packages/access-controls/src/assets/cascading-permissions.ts
+++ b/packages/access-controls/src/assets/cascading-permissions.ts
@@ -311,6 +311,88 @@ export async function checkChatCollectionAccess(chatId: string, user: User): Pro
   }
 }
 
+/**
+ * Check if a user has access to a report through any chat that contains it.
+ * If a user has access to a chat (direct, public, or workspace), they can view the reports in it.
+ */
+export async function checkReportChatAccess(reportId: string, user: User): Promise<boolean> {
+  try {
+    // Get all chats containing this dashboard with their workspace sharing info
+    const chats = await checkChatsContainingAsset(reportId, 'report_file');
+
+    if (!chats || chats.length === 0) {
+      return false;
+    }
+
+    // Check if user has access to any of these chats
+    for (const chat of chats) {
+      const hasAccess = await hasAssetPermission({
+        assetId: chat.id,
+        assetType: 'chat' as AssetType,
+        userId: user.id,
+        requiredRole: 'can_view' as AssetPermissionRole,
+        organizationId: chat.organizationId,
+        workspaceSharing: (chat.workspaceSharing as WorkspaceSharing) ?? 'none',
+        publiclyAccessible: chat.publiclyAccessible,
+        publicExpiryDate: chat.publicExpiryDate ?? undefined,
+        publicPassword: undefined, // We don't support passwords on the chats table
+        userSuppliedPassword: undefined, // We don't support passwords on the chats table
+      });
+
+      if (hasAccess) {
+        return true;
+      }
+    }
+
+    return false;
+  } catch (error) {
+    throw new AccessControlError(
+      'cascading_permission_error',
+      'Failed to check report chat access',
+      { error }
+    );
+  }
+}
+
+/**
+ * Check if a user has access to a report through any collection that contains it.
+ * If a user has access to a collection (direct or workspace), they can view the reports in it.
+ */
+export async function checkReportCollectionAccess(reportId: string, user: User): Promise<boolean> {
+  try {
+    // Get all collections containing this report with their workspace sharing info
+    const collections = await checkCollectionsContainingAsset(reportId, 'report_file');
+
+    if (!collections || collections.length === 0) {
+      return false;
+    }
+
+    // Check if user has access to any of these collections
+    for (const collection of collections) {
+      const hasAccess = await hasAssetPermission({
+        assetId: collection.id,
+        assetType: 'collection' as AssetType,
+        userId: user.id,
+        requiredRole: 'can_view' as AssetPermissionRole,
+        organizationId: collection.organizationId,
+        workspaceSharing: (collection.workspaceSharing as WorkspaceSharing) ?? 'none',
+      });
+
+      if (hasAccess) {
+        return true;
+      }
+    }
+
+    return false;
+  } catch (error) {
+    throw new AccessControlError(
+      'cascading_permission_error',
+      'Failed to check report collection access',
+      { error }
+    );
+  }
+}
+
 /**
  * Check cascading permissions for an asset.
  * This checks if a user has access to an asset through other assets that contain it.
@@ -389,12 +471,26 @@ export async function checkCascadingPermissions(
         break;
       }
 
+      case 'report_file': {
+        // Check access through chats and collections
+        const reportChatAccess = await checkReportChatAccess(assetId, user);
+        if (reportChatAccess) {
+          hasAccess = true;
+          break;
+        }
+
+        const reportCollectionAccess = await checkReportCollectionAccess(assetId, user);
+        if (reportCollectionAccess) {
+          hasAccess = true;
+          break;
+        }
+        break;
+      }
+
       case 'collection':
-      case 'report_file':
-        // Collections and reports don't have cascading permissions (they're top-level)
         hasAccess = false;
         break;
-
+      // Collections don't have cascading permissions (they're top-level)
       default:
         hasAccess = false;
     }
diff --git a/packages/access-controls/src/assets/checks.ts b/packages/access-controls/src/assets/checks.ts
index 08938486f..20d91e818 100644
--- a/packages/access-controls/src/assets/checks.ts
+++ b/packages/access-controls/src/assets/checks.ts
@@ -113,8 +113,6 @@ export async function checkPermission(check: AssetPermissionCheck): Promise<Asse
     }
   }
 
-  console.info('publiclyAccessible', publiclyAccessible);
-
   if (publiclyAccessible) {
     const hasPublicAccessCheck = hasPublicAccess(
       publiclyAccessible,
diff --git a/packages/database/src/queries/assets/get-users-with-asset-permissions.ts b/packages/database/src/queries/assets/get-users-with-asset-permissions.ts
new file mode 100644
index 000000000..e6a8fbc22
--- /dev/null
+++ b/packages/database/src/queries/assets/get-users-with-asset-permissions.ts
@@ -0,0 +1,60 @@
+import { and, eq, isNull } from 'drizzle-orm';
+import { z } from 'zod';
+import { db } from '../../connection';
+import { assetPermissions, users } from '../../schema';
+import { AssetPermissionRoleSchema, AssetTypeSchema, IdentityTypeSchema } from '../../schema-types';
+
+export const GetUsersWithAssetPermissionsInputSchema = z.object({
+  assetId: z.string().uuid(),
+  assetType: AssetTypeSchema,
+});
+
+export type GetUsersWithAssetPermissionsInput = z.infer<
+  typeof GetUsersWithAssetPermissionsInputSchema
+>;
+
+export const GetUsersWithAssetPermissionsResultSchema = z.object({
+  role: AssetPermissionRoleSchema,
+  email: z.string(),
+  name: z.string().nullable(),
+  avatarUrl: z.string().nullable(),
+});
+
+export type GetUsersWithAssetPermissionsResult = z.infer<
+  typeof GetUsersWithAssetPermissionsResultSchema
+>;
+
+/**
+ * Get all users with direct permissions to any asset type
+ * This is a generic function that works with chats, metrics, dashboards, etc.
+ */
+export async function getUsersWithAssetPermissions(
+  input: GetUsersWithAssetPermissionsInput
+): Promise<GetUsersWithAssetPermissionsResult[]> {
+  const validated = GetUsersWithAssetPermissionsInputSchema.parse(input);
+
+  const individualPermissions = await db
+    .select({
+      role: assetPermissions.role,
+      email: users.email,
+      name: users.name,
+      avatarUrl: users.avatarUrl,
+    })
+    .from(assetPermissions)
+    .innerJoin(users, eq(users.id, assetPermissions.identityId))
+    .where(
+      and(
+        eq(assetPermissions.assetId, validated.assetId),
+        eq(assetPermissions.assetType, validated.assetType),
+        eq(assetPermissions.identityType, 'user'),
+        isNull(assetPermissions.deletedAt)
+      )
+    );
+
+  return individualPermissions.map((row) => ({
+    role: row.role,
+    email: row.email,
+    name: row.name,
+    avatarUrl: row.avatarUrl,
+  }));
+}
diff --git a/packages/database/src/queries/assets/index.ts b/packages/database/src/queries/assets/index.ts
index a76be06bf..eb666e033 100644
--- a/packages/database/src/queries/assets/index.ts
+++ b/packages/database/src/queries/assets/index.ts
@@ -29,3 +29,10 @@ export {
   GetAssetLatestVersionInputSchema,
   type GetAssetLatestVersionInput,
 } from './get-asset-latest-version';
+
+export {
+  getUsersWithAssetPermissions,
+  GetUsersWithAssetPermissionsInputSchema,
+  type GetUsersWithAssetPermissionsInput,
+  type GetUsersWithAssetPermissionsResult,
+} from './get-users-with-asset-permissions';
diff --git a/packages/database/src/queries/cascading-permissions/check-chats-containing-asset.ts b/packages/database/src/queries/cascading-permissions/check-chats-containing-asset.ts
index 6d3c64a59..9bc12e59f 100644
--- a/packages/database/src/queries/cascading-permissions/check-chats-containing-asset.ts
+++ b/packages/database/src/queries/cascading-permissions/check-chats-containing-asset.ts
@@ -13,7 +13,7 @@ export interface ChatWithSharing {
 
 export async function checkChatsContainingAsset(
   assetId: string,
-  _assetType: 'metric_file' | 'dashboard_file'
+  _assetType: 'metric_file' | 'dashboard_file' | 'report_file'
 ): Promise<ChatWithSharing[]> {
   const result = await db
     .selectDistinct({
diff --git a/packages/database/src/queries/dashboards/get-users-with-dashboard-permissions-by-id.ts b/packages/database/src/queries/dashboards/get-users-with-dashboard-permissions-by-id.ts
deleted file mode 100644
index ca959de44..000000000
--- a/packages/database/src/queries/dashboards/get-users-with-dashboard-permissions-by-id.ts
+++ /dev/null
@@ -1,58 +0,0 @@
-import { and, eq, isNull } from 'drizzle-orm';
-import { z } from 'zod';
-import { db } from '../../connection';
-import { assetPermissions, users } from '../../schema';
-import { AssetPermissionRoleSchema, type AssetType, type IdentityType } from '../../schema-types';
-
-export const GetUsersWithDashboardPermissionsInputSchema = z.object({
-  dashboardId: z.string().uuid(),
-});
-
-export type GetUsersWithDashboardPermissionsInput = z.infer<
-  typeof GetUsersWithDashboardPermissionsInputSchema
->;
-
-export const GetUsersWithDashboardPermissionsResultSchema = z.object({
-  role: AssetPermissionRoleSchema,
-  email: z.string(),
-  name: z.string().nullable(),
-  avatarUrl: z.string().nullable(),
-});
-
-export type GetUsersWithDashboardPermissionsResult = z.infer<
-  typeof GetUsersWithDashboardPermissionsResultSchema
->;
-
-/**
- * Get all users with direct permissions to a dashboard
- */
-export async function getUsersWithDashboardPermissions(
-  input: GetUsersWithDashboardPermissionsInput
-): Promise<GetUsersWithDashboardPermissionsResult[]> {
-  const validated = GetUsersWithDashboardPermissionsInputSchema.parse(input);
-
-  const individualPermissions = await db
-    .select({
-      role: assetPermissions.role,
-      email: users.email,
-      name: users.name,
-      avatarUrl: users.avatarUrl,
-    })
-    .from(assetPermissions)
-    .innerJoin(users, eq(users.id, assetPermissions.identityId))
-    .where(
-      and(
-        eq(assetPermissions.assetId, validated.dashboardId),
-        eq(assetPermissions.assetType, 'dashboard_file' as AssetType),
-        eq(assetPermissions.identityType, 'user' as IdentityType),
-        isNull(assetPermissions.deletedAt)
-      )
-    );
-
-  return individualPermissions.map((row) => ({
-    role: row.role,
-    email: row.email,
-    name: row.name,
-    avatarUrl: row.avatarUrl,
-  }));
-}
diff --git a/packages/database/src/queries/dashboards/index.ts b/packages/database/src/queries/dashboards/index.ts
index 35c5ba835..f25aaf7c6 100644
--- a/packages/database/src/queries/dashboards/index.ts
+++ b/packages/database/src/queries/dashboards/index.ts
@@ -16,13 +16,6 @@ export {
   type GetDashboardByIdInput,
 } from './get-dashboard-by-id';
 
-export {
-  getUsersWithDashboardPermissions,
-  GetUsersWithDashboardPermissionsInputSchema,
-  type GetUsersWithDashboardPermissionsInput,
-  type GetUsersWithDashboardPermissionsResult,
-} from './get-users-with-dashboard-permissions-by-id';
-
 export {
   getCollectionsAssociatedWithDashboard,
   type AssociatedCollection,
diff --git a/packages/database/src/queries/messages/messages.ts b/packages/database/src/queries/messages/messages.ts
index 7cb94381b..48e33254e 100644
--- a/packages/database/src/queries/messages/messages.ts
+++ b/packages/database/src/queries/messages/messages.ts
@@ -1,7 +1,7 @@
 import type { InferSelectModel } from 'drizzle-orm';
 import { and, desc, eq, isNull, ne } from 'drizzle-orm';
 import { db } from '../../connection';
-import { messages } from '../../schema';
+import { messages, users } from '../../schema';
 
 export type Message = InferSelectModel<typeof messages>;
 
@@ -40,6 +40,20 @@ export async function getMessagesForChat(chatId: string) {
     .orderBy(desc(messages.createdAt));
 }
 
+/**
+ * Get all messages for a specific chat with user details
+ * @param chatId - The ID of the chat
+ * @returns Array of messages for the chat with user details
+ */
+export async function getMessagesForChatWithUserDetails(chatId: string) {
+  return await db
+    .select({ message: messages, user: users })
+    .from(messages)
+    .innerJoin(users, eq(messages.createdBy, users.id))
+    .where(and(eq(messages.chatId, chatId), isNull(messages.deletedAt)))
+    .orderBy(desc(messages.createdAt));
+}
+
 /**
  * Get the latest message for a specific chat
  * @param chatId - The ID of the chat
diff --git a/packages/database/src/queries/metrics/get-users-with-metric-permissions-by-id.ts b/packages/database/src/queries/metrics/get-users-with-metric-permissions-by-id.ts
deleted file mode 100644
index 448f9b671..000000000
--- a/packages/database/src/queries/metrics/get-users-with-metric-permissions-by-id.ts
+++ /dev/null
@@ -1,58 +0,0 @@
-import { and, eq, isNull } from 'drizzle-orm';
-import { z } from 'zod';
-import { db } from '../../connection';
-import { assetPermissions, users } from '../../schema';
-import { AssetPermissionRoleSchema, type AssetType, type IdentityType } from '../../schema-types';
-
-export const GetUsersWithMetricPermissionsInputSchema = z.object({
-  metricId: z.string().uuid(),
-});
-
-export type GetUsersWithMetricPermissionsInput = z.infer<
-  typeof GetUsersWithMetricPermissionsInputSchema
->;
-
-export const GetUsersWithMetricPermissionsResultSchema = z.object({
-  role: AssetPermissionRoleSchema,
-  email: z.string(),
-  name: z.string().nullable(),
-  avatarUrl: z.string().nullable(),
-});
-
-export type GetUsersWithMetricPermissionsResult = z.infer<
-  typeof GetUsersWithMetricPermissionsResultSchema
->;
-
-/**
- * Get all users with direct permissions to a metric
- */
-export async function getUsersWithMetricPermissions(
-  input: GetUsersWithMetricPermissionsInput
-): Promise<GetUsersWithMetricPermissionsResult[]> {
-  const validated = GetUsersWithMetricPermissionsInputSchema.parse(input);
-
-  const individualPermissions = await db
-    .select({
-      role: assetPermissions.role,
-      email: users.email,
-      name: users.name,
-      avatarUrl: users.avatarUrl,
-    })
-    .from(assetPermissions)
-    .innerJoin(users, eq(users.id, assetPermissions.identityId))
-    .where(
-      and(
-        eq(assetPermissions.assetId, validated.metricId),
-        eq(assetPermissions.assetType, 'metric_file' as AssetType),
-        eq(assetPermissions.identityType, 'user' as IdentityType),
-        isNull(assetPermissions.deletedAt)
-      )
-    );
-
-  return individualPermissions.map((row) => ({
-    role: row.role,
-    email: row.email,
-    name: row.name,
-    avatarUrl: row.avatarUrl,
-  }));
-}
diff --git a/packages/database/src/queries/metrics/index.ts b/packages/database/src/queries/metrics/index.ts
index 59f1069af..bb8412f94 100644
--- a/packages/database/src/queries/metrics/index.ts
+++ b/packages/database/src/queries/metrics/index.ts
@@ -39,11 +39,3 @@ export {
   type AssociatedAsset,
   type AssetsAssociatedWithMetric,
 } from './get-permissioned-asset-associations';
-
-export {
-  getUsersWithMetricPermissions,
-  GetUsersWithMetricPermissionsInputSchema,
-  GetUsersWithMetricPermissionsResultSchema,
-  type GetUsersWithMetricPermissionsInput,
-  type GetUsersWithMetricPermissionsResult,
-} from './get-users-with-metric-permissions-by-id';
diff --git a/packages/server-shared/src/chats/chat-message.types.ts b/packages/server-shared/src/chats/chat-message.types.ts
index f70b6018f..31f6afc32 100644
--- a/packages/server-shared/src/chats/chat-message.types.ts
+++ b/packages/server-shared/src/chats/chat-message.types.ts
@@ -154,6 +154,8 @@ export const ChatMessageSchema = z.object({
   post_processing_message: PostProcessingMessageSchema.optional(),
 });
 
+export type ReasoningMessage = z.infer<typeof ReasoningMessageSchema>;
+export type ResponseMessage = z.infer<typeof ResponseMessageSchema>;
 export type MessageRole = z.infer<typeof MessageRoleSchema>;
 export type ChatUserMessage = z.infer<typeof ChatUserMessageSchema>;
 export type ChatMessage = z.infer<typeof ChatMessageSchema>;

From e146a83ff98d0b9b87cdb4b51c6291165f2c7029 Mon Sep 17 00:00:00 2001
From: Blake Rouse <blake@buster.so>
Date: Mon, 29 Sep 2025 11:03:31 -0600
Subject: [PATCH 07/14] added-no-category-rule

---
 .../ai/src/agents/analyst-agent/analyst-agent-prompt.txt   | 7 ++++++-
 1 file changed, 6 insertions(+), 1 deletion(-)

diff --git a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
index 0add6d03a..9a583f89f 100644
--- a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
+++ b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
@@ -426,11 +426,13 @@ You operate in a loop to complete tasks:
     - `category` in chartConfig has a very specific meaning: *split into multiple parallel series*.
     - Most categorical-looking fields should instead be used in `colorBy`, not in `category`.
   - Decision Rule
-    - Start by asking: *Is this field defining the primary series, or just adding context?*
+    - Ask: *Is this field defining the primary series, or just adding context?*
       - Primary series split → use category
         - Example: *Revenue over time by region* → multiple lines (category = region).
       - Context only → use colorBy
         - Example: *Sales reps’ performance colored by region* → one bar per rep (colorBy = region).
+      - No secondary grouping needed → use neither
+        - Example: *Top 10 products by sales* → one bar per product, no colorBy.
   - Checklist Before Using category
     1. Is the X-axis a time series and the user wants multiple lines/bars? → `category`.
     2. Does the chart need parallel groups of the same measure (e.g., stacked/grouped bars)? → `category`.
@@ -446,6 +448,9 @@ You operate in a loop to complete tasks:
     - Correct — colorBy
       - "Compare invdividual customers and their revenue from East vs West" → X = rep, Y = sales, `colorBy = region` → one bar per rep, East as one color/West as another color.
       - "Quota attainment by department" → X = rep, Y = quota %, `colorBy = department`.
+    - Correct — neither
+      - "Top 10 products by revenue" → X = product, Y = revenue, no `category` or `colorBy`.
+      - "Monthly revenue trend" → X = month, Y = revenue, single line, no `category` or `colorBy`.
     - Incorrect — misuse of category
       - Wrong: "Compare East vs West reps" → X = rep, Y = sales, `category = region` (creates duplicate reps, confusing grouped bars).
       - Wrong: "Product sales by category" when only one measure → `category = product_type` (splits into parallel series unnecessarily).

From ea1ad68a5a0aa42b5bfc056c00f3855694281c22 Mon Sep 17 00:00:00 2001
From: dal <dallin@buster.so>
Date: Mon, 29 Sep 2025 11:03:40 -0600
Subject: [PATCH 08/14] Fix: wait for deltas to finish then write

---
 .../communication-tools/done-tool/done-tool-execute.ts    | 8 +++++---
 1 file changed, 5 insertions(+), 3 deletions(-)

diff --git a/packages/ai/src/tools/communication-tools/done-tool/done-tool-execute.ts b/packages/ai/src/tools/communication-tools/done-tool/done-tool-execute.ts
index 9df74d9d6..228c20dd0 100644
--- a/packages/ai/src/tools/communication-tools/done-tool/done-tool-execute.ts
+++ b/packages/ai/src/tools/communication-tools/done-tool/done-tool-execute.ts
@@ -75,11 +75,13 @@ export function createDoneToolExecute(context: DoneToolContext, state: DoneToolS
         throw new Error('Tool call ID is required');
       }
 
-      const result = await processDone(state, state.toolCallId, context.messageId, context, input);
-
-      // Wait for all pending updates from delta/finish to complete before returning
+      // CRITICAL: Wait for ALL pending updates from delta/finish to complete FIRST
+      // This ensures execute's update is always the last one in the queue
       await waitForPendingUpdates(context.messageId);
 
+      // Now do the final authoritative update with the complete input
+      const result = await processDone(state, state.toolCallId, context.messageId, context, input);
+
       cleanupState(state);
       return result;
     },

From 5165a0577865baf09b54ceda373f6f503b2954b7 Mon Sep 17 00:00:00 2001
From: Wells Bunker <wells@buster.so>
Date: Mon, 29 Sep 2025 11:07:44 -0600
Subject: [PATCH 09/14] revert unneeded export types

---
 packages/server-shared/src/chats/chat-message.types.ts | 2 --
 1 file changed, 2 deletions(-)

diff --git a/packages/server-shared/src/chats/chat-message.types.ts b/packages/server-shared/src/chats/chat-message.types.ts
index 31f6afc32..f70b6018f 100644
--- a/packages/server-shared/src/chats/chat-message.types.ts
+++ b/packages/server-shared/src/chats/chat-message.types.ts
@@ -154,8 +154,6 @@ export const ChatMessageSchema = z.object({
   post_processing_message: PostProcessingMessageSchema.optional(),
 });
 
-export type ReasoningMessage = z.infer<typeof ReasoningMessageSchema>;
-export type ResponseMessage = z.infer<typeof ResponseMessageSchema>;
 export type MessageRole = z.infer<typeof MessageRoleSchema>;
 export type ChatUserMessage = z.infer<typeof ChatUserMessageSchema>;
 export type ChatMessage = z.infer<typeof ChatMessageSchema>;

From 7cd8f23ba7eadabf7f6e323b659f6e962a263dad Mon Sep 17 00:00:00 2001
From: Blake Rouse <blake@buster.so>
Date: Mon, 29 Sep 2025 11:08:58 -0600
Subject: [PATCH 10/14] revert metric-tool-description.txt to staging version

---
 .../helpers/metric-tool-description.txt       | 51 ++++++++++++++++++-
 1 file changed, 49 insertions(+), 2 deletions(-)

diff --git a/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt b/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt
index 56f91f9f8..12ab80021 100644
--- a/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt
+++ b/packages/ai/src/tools/visualization-tools/metrics/helpers/metric-tool-description.txt
@@ -547,12 +547,30 @@ definitions:
                 type: array
                 items:
                   type: string
-                description: LOWERCASE column name from SQL for category grouping.
+                description: |
+                  LOWERCASE column name from SQL for category grouping.
+                  
+                  Category vs ColorBy:
+                  - Use CATEGORY: When you want to create multiple series/lines (one per category value). Creates separate data points and enables legend.
+                  - Use COLORBY: When you want to apply colors to bars/points based on a column value, but keep them as a single series.
+                  
+                  Example: Sales by month
+                  - With category=['region']: Creates separate lines/bars for each region (North, South, East, West)
+                  - With colorBy=['region']: Colors bars by region but keeps them as one series
               tooltip:
                 type: [array, 'null']
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
+              colorBy:
+                type: [array, 'null']
+                items:
+                  type: string
+                description: |
+                  Optional array of column names to apply colors based on column values.
+                  Use this when you want visual differentiation without creating separate series.
+                  Perfect for: Status indicators (red/yellow/green), priority levels, or any categorical color coding.
+                  Example: ['region'] - colors bars by region values
             required:
               - x
               - y
@@ -608,6 +626,9 @@ definitions:
                 type: array
                 items:
                   type: string
+                description: |
+                  LOWERCASE column name from SQL for category grouping.
+                  Creates separate colored series of points for each category value.
               size:
                 type: array
                 items:
@@ -618,6 +639,14 @@ definitions:
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
+              colorBy:
+                type: [array, 'null']
+                items:
+                  type: string
+                description: |
+                  Optional array of column names to apply colors to scatter points based on column values.
+                  Use when you want all points in one series with color-coded differentiation.
+                  Example: ['priority'] - colors points by priority values
             required:
               - x
               - y
@@ -649,6 +678,14 @@ definitions:
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
+              colorBy:
+                type: [array, 'null']
+                items:
+                  type: string
+                description: |
+                  Optional array of column names for pie slice colors based on column values.
+                  Allows custom color mapping for specific slice categories.
+                  Example: ['category'] - colors slices by category values
             required:
               - x
               - y
@@ -683,12 +720,22 @@ definitions:
                 type: array
                 items:
                   type: string
-                description: LOWERCASE column name from SQL for category grouping.
+                description: |
+                  LOWERCASE column name from SQL for category grouping.
+                  Creates separate series for each category value in combo chart.
               tooltip:
                 type: [array, 'null']
                 items:
                   type: string
                 description: Column names for tooltip. If null, y axis is used. Default: null
+              colorBy:
+                type: [array, 'null']
+                items:
+                  type: string
+                description: |
+                  Optional array of column names to apply colors based on column values in combo chart.
+                  Useful for color-coding bars while lines remain as separate series.
+                  Example: ['region'] - colors bars by region values
             required:
               - x
               - y

From d60bc12d6d10ca13a4a6d156f51a4bd5144ee84b Mon Sep 17 00:00:00 2001
From: Wells Bunker <wells@buster.so>
Date: Mon, 29 Sep 2025 11:12:44 -0600
Subject: [PATCH 11/14] remove logging statement

---
 apps/server/src/api/v2/chats/[id]/GET.ts | 1 -
 1 file changed, 1 deletion(-)

diff --git a/apps/server/src/api/v2/chats/[id]/GET.ts b/apps/server/src/api/v2/chats/[id]/GET.ts
index d95547741..8925bec71 100644
--- a/apps/server/src/api/v2/chats/[id]/GET.ts
+++ b/apps/server/src/api/v2/chats/[id]/GET.ts
@@ -53,7 +53,6 @@ export async function getChatHandler(params: GetChatHandlerParams): Promise<GetC
   }
 
   const { chat, user: creator } = chatData;
-  console.info('user', user);
 
   // Check permissions using the access control system
   const { hasAccess, effectiveRole } = await checkPermission({

From 49d12df53127aa6d20bfb5fa70cf8bbd1c3773c7 Mon Sep 17 00:00:00 2001
From: Blake Rouse <95941627+blake-rouse@users.noreply.github.com>
Date: Mon, 29 Sep 2025 11:25:39 -0600
Subject: [PATCH 12/14] Update
 packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
---
 packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
index 9a583f89f..d50717e19 100644
--- a/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
+++ b/packages/ai/src/agents/analyst-agent/analyst-agent-prompt.txt
@@ -446,7 +446,7 @@ You operate in a loop to complete tasks:
       - "Show monthly revenue by region" → X = month, Y = revenue, `category = region` → multiple lines.
       - "Stacked bars of sales by product category" → X = category, Y = sales, `category = product_type`.
     - Correct — colorBy
-      - "Compare invdividual customers and their revenue from East vs West" → X = rep, Y = sales, `colorBy = region` → one bar per rep, East as one color/West as another color.
+      - "Compare individual customers and their revenue from East vs West" → X = rep, Y = sales, `colorBy = region` → one bar per rep, East as one color/West as another color.
       - "Quota attainment by department" → X = rep, Y = quota %, `colorBy = department`.
     - Correct — neither
       - "Top 10 products by revenue" → X = product, Y = revenue, no `category` or `colorBy`.

From df3b07e4d4c0dc5e8c93c6a31def7643e9b89785 Mon Sep 17 00:00:00 2001
From: Blake Rouse <blake@buster.so>
Date: Mon, 29 Sep 2025 11:25:22 -0600
Subject: [PATCH 13/14] added-to-think-and-prep

---
 ...nk-and-prep-agent-investigation-prompt.txt | 39 ++++++++-----------
 .../think-and-prep-agent-standard-prompt.txt  | 39 ++++++++-----------
 2 files changed, 34 insertions(+), 44 deletions(-)

diff --git a/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-investigation-prompt.txt b/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-investigation-prompt.txt
index e069342b7..64ca07462 100644
--- a/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-investigation-prompt.txt
+++ b/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-investigation-prompt.txt
@@ -765,28 +765,23 @@ If all true → proceed to submit prep for Asset Creation with `submitThoughts`.
         - if you are building a table of customers, the first column should be their name. 
         - If you are building a table comparing regions, have the first column be region.
         - If you are building a column comparing regions but each row is a customer, have the first column be customer name and the second be the region but have it ordered by region so customers of the same region are next to each other.
-- **Using "category" vs. "colorBy" Guidelines**
-  - When adding dimensions to a bar or line chart, carefully decide whether to use `category` or `colorBy`.
-  - **Use `category` when you want to create separate series or groups of values.**
-    - Each category value generates its own line, bar group, or stacked section.
-    - Examples:
-      - Line chart with revenue by month split by region → `category: [region]`
-      - Grouped bar chart of sales by product split by channel → `category: [channel]`
-    - Rule of thumb: use `category` when the visualization should **separate and compare multiple data series**.
-  - **Use `colorBy` when you want to keep a single series (no grouping, stacking, etc) but visually differentiate elements by color.**
-    - Bars or lines remain part of one series, but the colors vary by the field.
-    - Examples:
-      - Bar chart of sales by sales rep, with bars colored by region → `colorBy: [region]`
-      - Line chart of monthly revenue, with points/segments colored by product line → `colorBy: [product_line]`
-    - Rule of thumb: use `colorBy` when the visualization should **highlight categories inside a single series** rather than split into multiple groups.
-  - **Guidance by chart type**:
-    - Bar/Line:
-      - `category` → multiple series (grouped/stacked bars, multiple lines).
-      - `colorBy` → single series, colored by attribute.
-  - **Quick heuristic**:
-    - Ask: “Does the user want multiple grouped/stacked series, or just one series with colored differentiation?”
-      - Multiple → `category`
-      - One series, just colored → `colorBy`
+- Using a category as "series grouping" vs. "color grouping" (categories/grouping rules for bar and line charts)
+    - Many attributes are categorical (labels, enums), but this does **not** mean they should create multiple series.
+    - Series grouping has a very specific meaning: *split into multiple parallel series that align across the X-axis*.
+    - Color grouping assigns colors within a single series and **does not** create parallel series.
+    - Misusing series grouping to “separate colors” causes empty slots or duplicated labels when categories don’t exist for every item/time — resulting in a janky chart with gaps.
+    - Decision Rule
+        - Ask: *Is this category defining the primary comparison structure, or just distinguishing items?*
+        - Primary structure split → use series grouping
+            - Example: *Values over time by group* → multiple lines (one per group).
+        - Distinguishing only → use color grouping
+            - Example: *Items on one axis, colored by group* → one bar/line per item, colored by group.
+        - No secondary distinction needed → use neither
+            - Example: *Top N items by value* → one bar per item, no color grouping.
+    - Checklist Before Using series grouping
+        1. Is the X-axis temporal and the intent is to compare multiple parallel trends? → series grouping.
+        2. Do you need grouped/stacked comparisons of the **same** measure across multiple categories? → series grouping.
+        3. Otherwise (entity list on X with a single measure on Y) → keep a single series; no category/color grouping needed.
 - Planning and Description Guidelines
     - For grouped/stacked bar charts, specify the grouping/stacking field (e.g., "grouped by `[field_name]`").
     - For bar charts with time units (e.g., days of the week, months, quarters, years) on the x-axis, sort the bars in chronological order rather than in ascending or descending order based on the y-axis measure.
diff --git a/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-standard-prompt.txt b/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-standard-prompt.txt
index b58c1ad18..6c78af87f 100644
--- a/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-standard-prompt.txt
+++ b/packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent-standard-prompt.txt
@@ -619,28 +619,23 @@ When in doubt, be more thorough rather than less. Reports are the default becaus
         - if you are building a table of customers, the first column should be their name. 
         - If you are building a table comparing regions, have the first column be region.
         - If you are building a column comparing regions but each row is a customer, have the first column be customer name and the second be the region but have it ordered by region so customers of the same region are next to each other.
-- **Using "category" vs. "colorBy" Guidelines**
-  - When adding dimensions to a bar or line chart, carefully decide whether to use `category` or `colorBy`.
-  - **Use `category` when you want to create separate series or groups of values.**
-    - Each category value generates its own line, bar group, or stacked section.
-    - Examples:
-      - Line chart with revenue by month split by region → `category: [region]`
-      - Grouped bar chart of sales by product split by channel → `category: [channel]`
-    - Rule of thumb: use `category` when the visualization should **separate and compare multiple data series**.
-  - **Use `colorBy` when you want to keep a single series (no grouping, stacking, etc) but visually differentiate elements by color.**
-    - Bars or lines remain part of one series, but the colors vary by the field.
-    - Examples:
-      - Bar chart of sales by sales rep, with bars colored by region → `colorBy: [region]`
-      - Line chart of monthly revenue, with points/segments colored by product line → `colorBy: [product_line]`
-    - Rule of thumb: use `colorBy` when the visualization should **highlight categories inside a single series** rather than split into multiple groups.
-  - **Guidance by chart type**:
-    - Bar/Line:
-      - `category` → multiple series (grouped/stacked bars, multiple lines).
-      - `colorBy` → single series, colored by attribute.
-  - **Quick heuristic**:
-    - Ask: “Does the user want multiple grouped/stacked series, or just one series with colored differentiation?”
-      - Multiple → `category`
-      - One series, just colored → `colorBy`
+- Using a category as "series grouping" vs. "color grouping" (categories/grouping rules for bar and line charts)
+    - Many attributes are categorical (labels, enums), but this does **not** mean they should create multiple series.
+    - Series grouping has a very specific meaning: *split into multiple parallel series that align across the X-axis*.
+    - Color grouping assigns colors within a single series and **does not** create parallel series.
+    - Misusing series grouping to “separate colors” causes empty slots or duplicated labels when categories don’t exist for every item/time — resulting in a janky chart with gaps.
+    - Decision Rule
+        - Ask: *Is this category defining the primary comparison structure, or just distinguishing items?*
+        - Primary structure split → use series grouping
+            - Example: *Values over time by group* → multiple lines (one per group).
+        - Distinguishing only → use color grouping
+            - Example: *Items on one axis, colored by group* → one bar/line per item, colored by group.
+        - No secondary distinction needed → use neither
+            - Example: *Top N items by value* → one bar per item, no color grouping.
+    - Checklist Before Using series grouping
+        1. Is the X-axis temporal and the intent is to compare multiple parallel trends? → series grouping.
+        2. Do you need grouped/stacked comparisons of the **same** measure across multiple categories? → series grouping.
+        3. Otherwise (entity list on X with a single measure on Y) → keep a single series; no category/color grouping needed.
 - Planning and Description Guidelines
     - For grouped/stacked bar charts, specify the grouping/stacking field (e.g., "grouped by `[field_name]`").
     - For bar charts with time units (e.g., days of the week, months, quarters, years) on the x-axis, sort the bars in chronological order rather than in ascending or descending order based on the y-axis measure.

From a72f00a70faa7b345056937a3515d179c7c84068 Mon Sep 17 00:00:00 2001
From: Wells Bunker <wells@buster.so>
Date: Mon, 29 Sep 2025 11:32:57 -0600
Subject: [PATCH 14/14] test fix

---
 apps/server/src/api/v2/chats/services/chat-service.test.ts | 6 ++----
 1 file changed, 2 insertions(+), 4 deletions(-)

diff --git a/apps/server/src/api/v2/chats/services/chat-service.test.ts b/apps/server/src/api/v2/chats/services/chat-service.test.ts
index 51d8351d1..68d8385ff 100644
--- a/apps/server/src/api/v2/chats/services/chat-service.test.ts
+++ b/apps/server/src/api/v2/chats/services/chat-service.test.ts
@@ -3,12 +3,12 @@ import { ChatError, ChatErrorCode } from '@buster/server-shared/chats';
 import { beforeEach, describe, expect, it, vi } from 'vitest';
 import { initializeChat } from './chat-service';
 
-import { canUserAccessChatCached, checkPermission } from '@buster/access-controls';
+import { checkPermission } from '@buster/access-controls';
 // Import mocked functions
 import {
+  createChat,
   createMessage,
   getChatWithDetails,
-  getMessagesForChat,
   getMessagesForChatWithUserDetails,
   getOrganizationMemberCount,
   getUsersWithAssetPermissions,
@@ -134,13 +134,11 @@ describe('chat-service', () => {
     });
 
     it('should add message to existing chat when chat_id is provided', async () => {
-      vi.mocked(canUserAccessChatCached).mockResolvedValue(true);
       vi.mocked(getChatWithDetails).mockResolvedValue({
         chat: mockChat,
         user: { id: 'user-123', name: 'Test User', avatarUrl: null } as any,
         isFavorited: false,
       });
-      vi.mocked(getMessagesForChat).mockResolvedValue([mockMessage]);
       vi.mocked(createMessage).mockResolvedValue({
         ...mockMessage,
         id: 'msg-456',