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237 Commits

Author SHA1 Message Date
dal 35623ad987
Integrate access controls with metric file downloads 
- Added permission checks to metric file download handler
- Added permission checks to export-metric-data trigger task
- Created comprehensive tests for access control integration
- Updated AssetType enums to include report_file
- Resolved export conflicts in server-shared package
- Fixed AI package imports for new getPermissionedDatasets API
 2025-08-13 14:25:41 -06:00
dal ebe496df87
Merge access-controls branch and resolve conflicts 
- Combined asset type enums from both branches
- Merged all database query exports
- Integrated access-controls package into server-shared
- Resolved conflicts in AI package instructions
 2025-08-13 14:15:20 -06:00
dal 70193aad4f
fix lint issues 2025-08-11 16:57:49 -06:00
dal 4e7f6b080e
no reports in todos 2025-08-11 16:22:50 -06:00
dal 95c29cf507
Refactor analyst and think-and-prep agent instructions to remove report generation capabilities and streamline workflow. Update the analyst agent to exclude report-related tools and adjust think-and-prep instructions for clarity and focus on analysis preparation. Ensure consistent handling of SQL guidance and improve overall structure for better readability. 2025-08-11 15:58:07 -06:00
dal 317b7cb8c3
bump max tokens 2025-08-11 15:41:34 -06:00
Nate Kelley a5b175d418
Update create-todos-step.ts 2025-08-11 14:54:12 -06:00
dal 4ace4d337e
Revert 'Testing some new GPT 5 metaprompts' from commit 1f4f31909 
This reverts commit 1f4f319098 which made changes to:
- analyst-agent-instructions.ts
- think-and-prep-instructions.ts
- investigation-instructions.ts
- format-analysis-type-router-prompt.ts
- create-todos-step.ts

Reverting Jacob's experimental prompt changes.
 2025-08-11 14:33:07 -06:00
dal 2540f6e195
Revert "Improved Report Prompt" 
This reverts commit ed056878e1.
 2025-08-11 14:31:35 -06:00
dal 1c0a6b4f0f
move back to anthropic models 2025-08-11 14:27:16 -06:00
dal c6f4ac3902
verbosity low 2025-08-11 14:07:16 -06:00
dal 47f2e38557
priority tier 2025-08-11 13:55:43 -06:00
dal b96cb39b78
turbo fast web build 2025-08-11 11:33:18 -06:00
dal 5d21fd4782
Merge pull request #698 from buster-so/GPT-5-MetaPrompting 
Improved Report Prompt
 2025-08-11 10:16:04 -06:00
jacob-buster ed056878e1 Improved Report Prompt 2025-08-11 10:13:22 -06:00
Nate Kelley 95d081766e
update imports 2025-08-08 20:39:15 -06:00
Nate Kelley 9a88c67b9b
Merge pull request #689 from buster-so/GPT-5-MetaPrompting 
Testing some new GPT 5 metaprompts
 2025-08-08 17:01:08 -06:00
jacob-buster 1f4f319098 Testing some new GPT 5 metaprompts 2025-08-08 16:10:46 -06:00
dal 51b7d4e691
Remove serviceTier option from OpenAI configuration in analyst and think-and-prep agents 2025-08-08 15:25:52 -06:00
dal b00b5c6858
Add serviceTier option to OpenAI configuration in analyst and think-and-prep agents 2025-08-08 14:32:21 -06:00
dal e21ac9d1e1
low verbosity on anlysis router 2025-08-08 14:31:14 -06:00
dal 63450d31d7
low verbosity 2025-08-08 14:30:04 -06:00
dal 663bafdb41
dumb down and make smarter 2025-08-08 14:21:51 -06:00
dal 14092b08be
move everything over to gpt5 2025-08-08 13:29:59 -06:00
dal 8987ca17a1
parallelToolCalls 2025-08-07 17:26:47 -06:00
dal be13ce221d
think and prep minimal effort 2025-08-07 14:58:59 -06:00
Nate Kelley 09c96ab4f9
update agents 2025-08-07 14:07:20 -06:00
Nate Kelley 40a44cf1f9
Merge branch 'staging' into dallin-bus-1589-create-and-modify-report-tools 2025-08-07 14:05:44 -06:00
dal 290b698807
temp 1 2025-08-07 12:27:59 -06:00
dal 5bc3feb6f7
no temp 2025-08-07 12:23:15 -06:00
dal 9cafd4e0ff
remove max tokens 2025-08-07 12:22:16 -06:00
dal 92c4c1e257
Update AI package to use GPT-5 model and add OpenAI SDK dependency 2025-08-07 11:20:55 -06:00
dal 69209e086c
Refactor edit reports functionality to support sequential edit operations with improved error handling and user feedback. Update schemas to include detailed operation results, including duration and error messages, enhancing overall report content management. 2025-08-05 14:45:55 -06:00
dal 2b926c3e91
Refactor report creation tool to support multiple report files with enhanced validation and error handling. Update schemas and processing logic to accommodate markdown content, ensuring robust file management and improved user feedback during report generation. 2025-08-05 14:10:09 -06:00
dal a26242c46d
Enhance report handling by integrating markdown to PlateJS conversion in the report retrieval process, improving content formatting and error handling. Update report update schema to accept string content for markdown streaming. 2025-08-05 12:02:40 -06:00
dal bb07af8cbd
route to different think and prep based on the context from the router 2025-08-05 11:15:59 -06:00
dal 5219cc0004
Enhance report generation capabilities by adding new report creation and editing tools, updating agent instructions to include report generation, and refining the analyst agent's workflow for improved narrative and analysis integration. 2025-08-05 11:09:55 -06:00
dal 03ccc51b5f
Refactor analysis type router to use a dedicated prompt formatting function and clean up code structure 2025-08-05 11:02:45 -06:00
dal d63aa94011
Implement analysis router enhancements and optimize report tools 2025-08-05 10:47:25 -06:00
dal db69b8bce5
Added in the analysis router using sonnet4 2025-08-05 10:47:05 -06:00
jacob-buster 0f78400dc4 Adding Router and Two Prompts 2025-08-05 10:28:19 -06:00
jacob-buster ab441d17cb Improved Report Builder Prompt 2025-08-04 15:33:33 -06:00
jacob-buster 65a1780b2c Further Reporting Improvements 2025-08-01 13:31:03 -06:00
dal f17df330d6
catch all for jacob testing 2025-07-31 15:34:27 -06:00
dal 14f34a7b41
Refactor report tools to include runtime context in parameters for create and edit functions 2025-07-31 15:30:32 -06:00
jacob-buster b17cc4695f Initial Report Builder Prompts 2025-07-30 12:22:50 -06:00
dal 60bc1d37a8
Revert "Revert "Add createReports and editReports tools to analyst-agent"" 
This reverts commit 67c2eea1f1.
 2025-07-29 09:13:29 -06:00
dal 67c2eea1f1
Revert "Add createReports and editReports tools to analyst-agent" 
This reverts commit 351689f93b.
 2025-07-29 09:06:27 -06:00
dal 351689f93b
Add createReports and editReports tools to analyst-agent 2025-07-29 08:04:48 -06:00
jacob-buster ae0c4f048d Fixes for the filter tool + changes for data existence 2025-07-28 11:19:45 -06:00