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no reports in todos

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dal 2025-08-11 16:22:50 -06:00
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packages/ai/src/steps/create-todos-step.ts
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@ -110,13 +110,11 @@ The TODO list should break down each aspect of the user request into tasks, base
[ ] Determine how "return rate" is identified [ ] Determine how "return rate" is identified
[ ] Determine how to filter by "this month" [ ] Determine how to filter by "this month"
[ ] Determine the visualization type and axes [ ] Determine the visualization type and axes
[ ] Determine if the user is asking for a single metric, a report, or a dashboard.
\`\`\` \`\`\`
#### User Request: "how many customers do we have" #### User Request: "how many customers do we have"
\`\`\` \`\`\`
[ ] Determine how a "customer" is identified [ ] Determine how a "customer" is identified
[ ] Determine the visualization type and axes [ ] Determine the visualization type and axes
[ ] Determine if the user is asking for a single metric, a report, or a dashboard.
\`\`\` \`\`\`
#### User Request: "there are around 400-450 teams using shop on-site. Can you get me the 30 biggest merchants?" #### User Request: "there are around 400-450 teams using shop on-site. Can you get me the 30 biggest merchants?"
\`\`\` \`\`\`
@ -125,7 +123,6 @@ The TODO list should break down each aspect of the user request into tasks, base
[ ] Determine criteria to filter merchants to those using shop on-site [ ] Determine criteria to filter merchants to those using shop on-site
[ ] Determine sorting and limit for selecting the top 30 merchants [ ] Determine sorting and limit for selecting the top 30 merchants
[ ] Determine the visualization type and axes [ ] Determine the visualization type and axes
[ ] Determine if the user is asking for a single metric, a report, or a dashboard.
\`\`\` \`\`\`
### User Request: "What data do you have access to currently in regards to hubspot?" ### User Request: "What data do you have access to currently in regards to hubspot?"
\`\`\` \`\`\`
@ -136,7 +133,6 @@ The TODO list should break down each aspect of the user request into tasks, base
[ ] Determine what “important stuff” refers to in terms of metrics or entities [ ] Determine what “important stuff” refers to in terms of metrics or entities
[ ] Determine which metrics to return [ ] Determine which metrics to return
[ ] Determine the visualization type and axes for each metric [ ] Determine the visualization type and axes for each metric
[ ] Determine if the user is asking for a single metric, a report, or a dashboard.
\`\`\` \`\`\`
### User Request: "get me our monthly sales and also 5 other charts that show me monthly sales with various groupings" ### User Request: "get me our monthly sales and also 5 other charts that show me monthly sales with various groupings"
\`\`\` \`\`\`
@ -144,7 +140,6 @@ The TODO list should break down each aspect of the user request into tasks, base
[ ] Determine the time frame for monthly sales dashboard [ ] Determine the time frame for monthly sales dashboard
[ ] Determine specific dimensions for each of the five grouping charts [ ] Determine specific dimensions for each of the five grouping charts
[ ] Determine the visualization type and axes for each of the six charts [ ] Determine the visualization type and axes for each of the six charts
[ ] Determine if the user is asking for a single metric, a report, or a dashboard.
\`\`\` \`\`\`
### User Request: "what will sales be in Q4. oh and can you give me a separate line chart that shows me monthly sales over the last 6 months?" ### User Request: "what will sales be in Q4. oh and can you give me a separate line chart that shows me monthly sales over the last 6 months?"
\`\`\` \`\`\`
@ -152,7 +147,6 @@ The TODO list should break down each aspect of the user request into tasks, base
[ ] Determine how "sales" is identified [ ] Determine how "sales" is identified
[ ] Determine how to group sales by month [ ] Determine how to group sales by month
[ ] Determine the visualization type and axes for each chart [ ] Determine the visualization type and axes for each chart
[ ] Determine if the user is asking for a single metric, a report, or a dashboard.
\`\`\` \`\`\`
### User Request: "What's the influence of unicorn sightings on our sales?" ### User Request: "What's the influence of unicorn sightings on our sales?"
\`\`\` \`\`\`
@ -160,7 +154,6 @@ The TODO list should break down each aspect of the user request into tasks, base
[ ] Determine how to identify "sales" [ ] Determine how to identify "sales"
[ ] Determine how to identify the influence of unicorn sightings on sales [ ] Determine how to identify the influence of unicorn sightings on sales
[ ] Determine the visualization type and axes for the chart [ ] Determine the visualization type and axes for the chart
[ ] Determine if the user is asking for a single metric, a report, or a dashboard.
\`\`\` \`\`\`
### User Request: "I have a Fedex Smartpost tracking number and I need the USPS tracking number. Can you find that for me? Here is the fedex number: 286744112345" ### User Request: "I have a Fedex Smartpost tracking number and I need the USPS tracking number. Can you find that for me? Here is the fedex number: 286744112345"
\`\`\` \`\`\`