blake routing changes

packages/ai/src/agents/analyst-agent/analyst-agent.ts

@@ -20,8 +20,8 @@ import { CREATE_METRICS_TOOL_NAME } from '../../tools/visualization-tools/metric
 import { MODIFY_METRICS_TOOL_NAME } from '../../tools/visualization-tools/metrics/modify-metrics-tool/modify-metrics-tool';
 import { CREATE_REPORTS_TOOL_NAME } from '../../tools/visualization-tools/reports/create-reports-tool/create-reports-tool';
 import { MODIFY_REPORTS_TOOL_NAME } from '../../tools/visualization-tools/reports/modify-reports-tool/modify-reports-tool';
+import { AnalysisModeSchema } from '../../types/analysis-mode.types';
 import { type AgentContext, repairToolCall } from '../../utils/tool-call-repair';
-import { AnalysisModeSchema } from '../../workflows/analyst-agent-workflow/workflow-output.types';
 import { analystAgentPrepareStep } from './analyst-agent-prepare-step';
 import { getAnalystAgentSystemPrompt } from './get-analyst-agent-system-prompt';
 

packages/ai/src/agents/think-and-prep-agent/get-think-and-prep-agent-system-prompt.ts

@@ -1,4 +1,4 @@
-import type { AnalysisMode } from '../../workflows/analyst-agent-workflow/workflow-output.types';
+import type { AnalysisMode } from '../../types/analysis-mode.types';
 import thinkAndPrepInvestigationPrompt from './think-and-prep-agent-investigation-prompt.txt';
 import thinkAndPrepStandardPrompt from './think-and-prep-agent-standard-prompt.txt';
 

packages/ai/src/agents/think-and-prep-agent/think-and-prep-agent.ts

@@ -19,11 +19,8 @@ import {
 } from '../../tools/communication-tools/submit-thoughts-tool/submit-thoughts-tool';
 import { EXECUTE_SQL_TOOL_NAME } from '../../tools/database-tools/execute-sql/execute-sql';
 import { SEQUENTIAL_THINKING_TOOL_NAME } from '../../tools/planning-thinking-tools/sequential-thinking-tool/sequential-thinking-tool';
+import { type AnalysisMode, AnalysisModeSchema } from '../../types/analysis-mode.types';
 import { type AgentContext, repairToolCall } from '../../utils/tool-call-repair';
-import {
-  type AnalysisMode,
-  AnalysisModeSchema,
-} from '../../workflows/analyst-agent-workflow/workflow-output.types';
 import { getThinkAndPrepAgentSystemPrompt } from './get-think-and-prep-agent-system-prompt';
 
 export const THINK_AND_PREP_AGENT_NAME = 'thinkAndPrepAgent';

packages/ai/src/steps/analyst-agent-steps/analysis-type-router-step/analysis-type-router-step.ts

@@ -5,8 +5,8 @@ import { wrapTraced } from 'braintrust';
 import { z } from 'zod';
 import { GPT5Mini } from '../../../llm/gpt-5-mini';
 import { DEFAULT_OPENAI_OPTIONS } from '../../../llm/providers/gateway';
+import { AnalysisModeSchema } from '../../../types/analysis-mode.types';
 import { isOverloadedError } from '../../../utils/with-agent-retry';
-import { AnalysisModeSchema } from '../../../workflows/analyst-agent-workflow/workflow-output.types';
 import { formatAnalysisTypeRouterPrompt } from './format-analysis-type-router-prompt';
 
 // Zod schemas first - following Zod-first approach

packages/ai/src/tools/visualization-tools/reports/create-reports-tool/create-reports-tool-standard-description.txt

@@ -0,0 +1,25 @@
+Creates a report file with markdown content. Reports are used to document findings, analysis results, and insights in a structured markdown format. Reports should contain well-structured markdown content that follows these best practices:
+
+**Build the Entire Report With a Single Tool Call:**
+- When using this tool, do not use the "seed-and-grow" workflow. Instead, you should create this entire report in a single tool call.
+
+**Structure Guidelines:**
+- **Title** (concise).
+- **Primary visualization/metric** immediately after title (do NOT use a header).
+  - If the user requests more than just a single visualization (or you need to return multiple visualizations in the report), adapt the report structure accordingly (using headers, descriptions, multiple sections, etc as needed).
+- **Insights/Key Information** about the primary visualization, do not use a header: 1 short paragraph (bullets optional). Use **bold** to emphasize key findings from the visualization. Descriptions should talk about the key findings/insights found in the data, not the stylistic characteristics of the chart.
+- **Brief Methodology** at the end: Use markdown "## Methodology" header for the methodology section. Cite exact fields/calculations in backticks (e.g., ```sales.amount```, ```SUM(...)```), clarify nuanced definitions and assumptions.
+
+**Example of Investigative Report Structure:**
+```markdown
+# Top Performing Sales Representatives - Last 6 Months
+<metric metricId="[metric-id-here]"/>
+Based on sales data from the last 6 months, **Linda Mitchell** leads all sales representatives with **$1.99 million** in total sales, followed closely by **Jae Pak at $1.79 million** and **Michael Blythe at $1.55 million**. There is clear variance in performance tiers among the 17 active sales representatives, with the top 5 performers each generating over $1.3 million in sales.
+## Methodology
+[Explain methodology...]
+```
+
+**Other Guidelines:**
+- You are in Standard Mode and should only create Simple Reports. Do not open the report with a summary or introduction paragraph. Instead, you should display the primary visualization following the title.
+  - Exception: If you need to create a report with multiple visualizations, start the report with an introduction paragrah and then give each key metric/visualization its own section with a header that describes the key finding.
+- **DO NOT** use the "seed-and-grow" workflow to build your report. You should create the entire report with a single tool call.

packages/ai/src/tools/visualization-tools/reports/create-reports-tool/create-reports-tool.test.ts

@@ -0,0 +1,86 @@
+import { describe, expect, it } from 'vitest';
+import { type CreateReportsContext, createCreateReportsTool } from './create-reports-tool';
+import CREATE_REPORTS_TOOL_INVESTIGATION_DESCRIPTION from './create-reports-tool-investigation-description.txt';
+import CREATE_REPORTS_TOOL_STANDARD_DESCRIPTION from './create-reports-tool-standard-description.txt';
+
+describe('createCreateReportsTool', () => {
+  const baseContext: CreateReportsContext = {
+    userId: 'test-user',
+    chatId: 'test-chat',
+    organizationId: 'test-org',
+    messageId: 'test-message',
+  };
+
+  describe('description selection based on analysisMode', () => {
+    it('should use standard description when analysisMode is not provided', () => {
+      const tool = createCreateReportsTool(baseContext);
+
+      // The tool function returns an object with execute and other methods
+      expect(tool).toBeDefined();
+      expect(tool).toHaveProperty('execute');
+    });
+
+    it('should use standard description when analysisMode is "standard"', () => {
+      const tool = createCreateReportsTool({
+        ...baseContext,
+        analysisMode: 'standard',
+      });
+
+      expect(tool).toBeDefined();
+      expect(tool).toHaveProperty('execute');
+    });
+
+    it('should use investigation description when analysisMode is "investigation"', () => {
+      const tool = createCreateReportsTool({
+        ...baseContext,
+        analysisMode: 'investigation',
+      });
+
+      expect(tool).toBeDefined();
+      expect(tool).toHaveProperty('execute');
+    });
+  });
+
+  describe('tool functionality', () => {
+    it('should create a tool with required properties', () => {
+      const tool = createCreateReportsTool(baseContext);
+
+      expect(tool).toBeDefined();
+      expect(typeof tool).toBe('object');
+      expect(tool).toHaveProperty('execute');
+      expect(typeof tool.execute).toBe('function');
+    });
+
+    it('should handle context with all optional fields', () => {
+      const contextWithOptionals: CreateReportsContext = {
+        ...baseContext,
+        messageId: undefined,
+        analysisMode: 'investigation',
+      };
+
+      const tool = createCreateReportsTool(contextWithOptionals);
+      expect(tool).toBeDefined();
+    });
+  });
+
+  describe('description content verification', () => {
+    it('should have different content for standard vs investigation descriptions', () => {
+      // Verify that the two description files have different content
+      expect(CREATE_REPORTS_TOOL_STANDARD_DESCRIPTION).not.toBe(
+        CREATE_REPORTS_TOOL_INVESTIGATION_DESCRIPTION
+      );
+
+      // Verify standard description contains expected keywords
+      expect(CREATE_REPORTS_TOOL_STANDARD_DESCRIPTION.toLowerCase()).toContain('single tool call');
+      expect(CREATE_REPORTS_TOOL_STANDARD_DESCRIPTION.toLowerCase()).toContain('standard mode');
+
+      // Verify investigation description contains expected keywords
+      expect(CREATE_REPORTS_TOOL_INVESTIGATION_DESCRIPTION.toLowerCase()).toContain(
+        'seed-and-grow'
+      );
+      expect(CREATE_REPORTS_TOOL_INVESTIGATION_DESCRIPTION.toLowerCase()).toContain(
+        'modifyreports'
+      );
+    });
+  });
+});

packages/ai/src/tools/visualization-tools/reports/create-reports-tool/create-reports-tool.ts

@@ -1,7 +1,7 @@
 import { StatusSchema } from '@buster/server-shared/chats';
 import { tool } from 'ai';
 import { z } from 'zod';
-import { AnalysisModeSchema } from '../../../../workflows/analyst-agent-workflow/workflow-output.types';
+import { AnalysisModeSchema } from '../../../../types/analysis-mode.types';
 import { createCreateReportsDelta } from './create-reports-delta';
 import { createCreateReportsExecute } from './create-reports-execute';
 import { createCreateReportsFinish } from './create-reports-finish';

packages/ai/src/types/analysis-mode.types.ts

@@ -0,0 +1,11 @@
+import { z } from 'zod';
+
+/**
+ * Shared analysis mode schema used across the workflow, agents, and tools
+ */
+export const AnalysisModeSchema = z.enum(['standard', 'investigation']);
+
+/**
+ * TypeScript type for analysis mode
+ */
+export type AnalysisMode = z.infer<typeof AnalysisModeSchema>;

packages/ai/src/workflows/analyst-agent-workflow/workflow-output.types.ts

@@ -7,6 +7,7 @@ import { CREATE_METRICS_TOOL_NAME } from '../../tools/visualization-tools/metric
 import { MODIFY_METRICS_TOOL_NAME } from '../../tools/visualization-tools/metrics/modify-metrics-tool/modify-metrics-tool';
 import { CREATE_REPORTS_TOOL_NAME } from '../../tools/visualization-tools/reports/create-reports-tool/create-reports-tool';
 import { MODIFY_REPORTS_TOOL_NAME } from '../../tools/visualization-tools/reports/modify-reports-tool/modify-reports-tool';
+import { type AnalysisMode, AnalysisModeSchema } from '../../types/analysis-mode.types';
 
 // Tool call tracking
 export const ToolCallInfoSchema = z.object({
@@ -68,11 +69,6 @@ export const UserRequestSegmentSchema = z.object({
 
 export type UserRequestSegment = z.infer<typeof UserRequestSegmentSchema>;
 
-// Analysis mode from the analysis type router
-export const AnalysisModeSchema = z.enum(['standard', 'investigation']);
-
-export type AnalysisMode = z.infer<typeof AnalysisModeSchema>;
-
 // Complete workflow output
 export const AnalystWorkflowOutputSchema = z.object({
   // Original workflow input data