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planning formatting

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dal 2025-04-18 07:06:53 -06:00
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1
api/libs/agents/src/tools/categories/planning_tools/create_plan_investigative.rs
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@ -128,6 +128,7 @@ async fn get_plan_investigative_description() -> String {
const PLAN_INVESTIGATIVE_TEMPLATE: &str = r##" const PLAN_INVESTIGATIVE_TEMPLATE: &str = r##"
Use this template to create a clear and actionable plan for investigative data requests using SQL. Use this template to create a clear and actionable plan for investigative data requests using SQL.
Ensure the final plan output is well-formatted with markdown for readability.
**Thought** **Thought**
Analyze the user's request and outline your approach. Keep it simple. Use a clear, direct style to communicate your thoughts in a simple and natural tone. Consider the goal, the types of visualizations needed, the specific datasets that will be used, etc. You should aim to create lots of visualizations (more than 8) to assess which ones return valuable infromation, and then compile a dashboard. Analyze the user's request and outline your approach. Keep it simple. Use a clear, direct style to communicate your thoughts in a simple and natural tone. Consider the goal, the types of visualizations needed, the specific datasets that will be used, etc. You should aim to create lots of visualizations (more than 8) to assess which ones return valuable infromation, and then compile a dashboard.

11
api/libs/agents/src/tools/categories/planning_tools/create_plan_straightforward.rs
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@ -128,6 +128,7 @@ async fn get_plan_straightforward_description() -> String {
const PLAN_STRAIGHTFORWARD_TEMPLATE: &str = r##" const PLAN_STRAIGHTFORWARD_TEMPLATE: &str = r##"
Use this template to create a clear and actionable plan tailored to the user's request. Use this template to create a clear and actionable plan tailored to the user's request.
Ensure the final plan output is well-formatted with markdown for readability.
**Thought** **Thought**
Analyze the user's request and outline your approach. Keep it simple. Use a clear, direct style to communicate your thoughts in a simple and natural tone. Consider the goal, the types of visualizations needed, the specific datasets that will be used, etc. For broad or summary requests (e.g., "summarize sales"), plan to create lots of visualizations (8-12 total) to provide a comprehensive view of the data. Analyze the user's request and outline your approach. Keep it simple. Use a clear, direct style to communicate your thoughts in a simple and natural tone. Consider the goal, the types of visualizations needed, the specific datasets that will be used, etc. For broad or summary requests (e.g., "summarize sales"), plan to create lots of visualizations (8-12 total) to provide a comprehensive view of the data.
@ -173,12 +174,12 @@ The user wants a bar chart showing total new customers per month over the last y
**Step-by-Step Plan**: **Step-by-Step Plan**:
1. **Create 1 Visualization**: 1. **Create 1 Visualization**:
- **Title**: "Monthly New Customers (Last 12 Months)" - **Title**: "Monthly New Customers (Last 12 Months)"
- **Type**: Bar Chart - **Type**: Bar Chart
- **Datasets**: `sem.entity_customer` - **Datasets**: `sem.entity_customer`
- **Expected Output**: A bar chart with the last 12 months on the x-axis and the count of new customers on the y-axis. - **Expected Output**: A bar chart with the last 12 months on the x-axis and the count of new customers on the y-axis.
2. **Review & Finish**: 2. **Review & Finish**:
- Confirm non-empty results and accurate counts. Respond to the user. - Confirm non-empty results and accurate counts. Respond to the user.
``` ```
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