Initial open-source release

.github/workflows/ci.yml

@@ -0,0 +1,72 @@
+name: KLO CI
+
+on:
+  push:
+    branches: [main]
+  pull_request:
+    types: [opened, synchronize, reopened, ready_for_review]
+  workflow_dispatch:
+
+permissions:
+  contents: read
+
+concurrency:
+  group: klo-ci-${{ github.ref }}
+  cancel-in-progress: true
+
+jobs:
+  check:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@41ff72655975bd51cab0327fa583b6e92b6d3061 # v4.2.0
+        with:
+          run_install: false
+
+      - name: Setup Node.js
+        uses: actions/setup-node@6044e13b5dc448c55e2357c09f80417699197238 # v6.2.0
+        with:
+          node-version: "24"
+          cache: "pnpm"
+          cache-dependency-path: "pnpm-lock.yaml"
+
+      - name: Install TypeScript dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Run TypeScript checks
+        run: pnpm run check
+
+      - name: Setup Python
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
+        with:
+          python-version: "3.13"
+
+      - name: Setup uv
+        uses: astral-sh/setup-uv@eac588ad8def6316056a12d4907a9d4d84ff7a3b # v7.3.0
+        with:
+          enable-cache: true
+          cache-dependency-glob: "uv.lock"
+
+      - name: Install Python dependencies
+        run: uv sync --all-packages
+
+      - name: Run Python checks
+        run: uv run pytest
+
+      - name: Build and verify package artifacts
+        run: pnpm run artifacts:check
+
+      - name: Upload package artifacts
+        uses: actions/upload-artifact@b7c566a772e6b6bfb58ed0dc250532a479d7789f # v6.0.0
+        with:
+          name: klo-package-artifacts-${{ github.sha }}
+          path: |
+            dist/artifacts/manifest.json
+            dist/artifacts/npm/*.tgz
+            dist/artifacts/python/*.whl
+            dist/artifacts/python/*.tar.gz
+          if-no-files-found: error
+          retention-days: 7

.gitignore

@@ -0,0 +1,61 @@
+# Python
+__pycache__/
+*.py[cod]
+*.so
+.Python
+.venv/
+venv/
+env/
+build/
+dist/
+*.egg-info/
+.pytest_cache/
+.coverage
+coverage/
+htmlcov/
+.ruff_cache/
+.mypy_cache/
+.hypothesis/
+
+# Secrets and local environment
+.env
+.env.*
+!.env.example
+*.pem
+*.key
+*.p12
+*.crt
+*.cert
+
+# Node
+node_modules/
+.npm/
+.pnpm-store/
+*.tsbuildinfo
+*.log
+npm-debug.log*
+yarn-debug.log*
+yarn-error.log*
+.pnpm-debug.log*
+
+# Local project runtime state
+.klo/
+*.db
+*.sqlite
+*.sqlite3
+!packages/cli/assets/demo/orbit/demo.db
+!packages/context/test/fixtures/relationship-benchmarks/**/data.sqlite
+
+# Private local agent overlays
+.agents/
+.claude/
+
+# Editors and OS files
+.idea/
+.vscode/
+.DS_Store
+.DS_Store?
+._*
+*.swp
+*.swo
+*~

AGENTS.md

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+# KTX Development Notes
+
+KTX is a standalone open-source context layer for database agents. These
+instructions apply to all agents working in this repository (Codex, Claude,
+Gemini, and similar tools). Do not assume an external app server, frontend,
+database migrations, ORPC contracts, or `python-service/` layout exist here.
+
+## Critical Rules
+
+### Absolute Requirements
+
+- **MUST**: Use the active agent's task tracker for tasks with 3+ steps or
+  complex operations (`TodoWrite` in Claude, `update_plan` in Codex).
+- **MUST**: Read files before editing them.
+- **MUST**: Complete all tracked tasks before finishing.
+- **MUST**: Activate `.venv` before running Python code when a local virtualenv
+  exists. If no `.venv` exists, use `uv run ...` from the relevant project root.
+- **MUST**: After modifying Python files, run the relevant Python tests and run
+  `uv run pre-commit run --files [FILES]` when a pre-commit config exists. If
+  pre-commit cannot run because config or tool versions are missing, state that
+  explicitly and run the closest available checks.
+- **MUST**: Remove dead code; do not leave commented-out code, unused wrappers,
+  or empty directories.
+- **MUST**: Keep package/public API changes intentional. Do not add compatibility
+  wrappers for old KLO names unless the user explicitly asks for a migration
+  bridge.
+
+### Absolute Prohibitions
+
+- **MUST NOT**: Use raw `pip`; use `uv`.
+- **MUST NOT**: Use `npm` or `bun`; use `pnpm`.
+- **MUST NOT**: Run destructive git cleanup commands (`git clean`,
+  `git reset --hard`, `git checkout .`) unless the user explicitly requested
+  that exact operation.
+- **MUST NOT**: Run `git stash`, `git stash pop`, `git stash apply`, or
+  `git stash drop` without explicit user instruction. Prefer a branch plus
+  commit when the user asks to save work in progress.
+- **MUST NOT**: Reintroduce external app conventions such as ORPC contracts,
+  NestJS controllers, frontend routes, `routeTree.gen.ts`, or app database
+  migration commands unless those systems are intentionally added to KTX later.
+
+### Language Convention
+
+- **MUST**: Absolute requirement, never deviate.
+- **MUST NOT**: Absolute prohibition.
+- **SHOULD**: Strong recommendation, deviate only with good reason.
+- **MAY**: Optional, at agent's discretion.
+
+## Priority Hierarchy
+
+When rules conflict, follow this order:
+
+1. Safety and user intent
+2. Correctness: code works and verification passes
+3. Single source of truth and DRY design
+4. Code quality: types, readable boundaries, focused modules
+5. Performance where it matters
+
+## Repository Shape
+
+KTX is a pnpm + uv workspace.
+
+- TypeScript packages: `packages/*`
+- CLI package: `packages/cli`
+- Core context package: `packages/context`
+- LLM package: `packages/llm`
+- Database connectors: `packages/connector-*`
+- Python semantic layer: `python/klo-sl`
+- Python daemon: `python/klo-daemon`
+- Examples and fixtures: `examples/`
+- Workspace scripts: `scripts/`
+- Local agent skills are private overlays. Do not commit `.agents/` or
+  `.claude/` to this public repository.
+
+Some package names still contain `klo` during the split. Do not mass-rename
+symbols, package names, paths, or docs to `ktx` unless the task asks for that
+rename.
+
+## Quick Commands
+
+### TypeScript Workspace
+
+```bash
+pnpm install
+pnpm run build
+pnpm run type-check
+pnpm run test
+pnpm run check
+pnpm --filter @klo/cli run smoke
+pnpm --filter './packages/*' run build
+pnpm --filter './packages/*' run test
+pnpm --filter './packages/*' run type-check
+```
+
+### Python Workspace
+
+```bash
+uv sync --all-groups
+uv run pytest -q
+uv run pytest python/klo-sl/tests -q
+uv run pytest python/klo-daemon/tests -q
+uv run pre-commit run --files [FILES]
+```
+
+If `pyproject.toml` pins a newer `uv` than the local binary, do not edit the
+pin just to make checks pass. Report the version mismatch and run checks that
+do not require changing project configuration.
+
+### CLI and Release Checks
+
+```bash
+pnpm run setup:dev
+pnpm run link:dev
+pnpm run artifacts:verify
+pnpm run release:readiness
+pnpm run release:published-smoke
+```
+
+## Verification After Changes
+
+Choose the smallest checks that cover the changed surface, then broaden when
+shared contracts or package exports are affected.
+
+- TypeScript package code: `pnpm --filter <package> run type-check` and
+  `pnpm --filter <package> run test`
+- Cross-package TypeScript changes: `pnpm run type-check` and `pnpm run test`
+- Build/export changes: `pnpm run build`
+- Workspace scripts: `node --test scripts/*.test.mjs` or the specific script
+  test file
+- Python semantic layer: `uv run pytest python/klo-sl/tests -q`
+- Python daemon: `uv run pytest python/klo-daemon/tests -q`
+- Python files: also run `uv run pre-commit run --files [FILES]` when
+  pre-commit is configured
+
+For test suites that take a while, capture full output once and inspect that
+file instead of rerunning to apply different filters:
+
+```bash
+pnpm run test 2>&1 | tee /tmp/ktx-test-output.log
+```
+
+## TypeScript Standards
+
+- Use Node 22+ and pnpm workspace commands.
+- Keep packages ESM (`"type": "module"`) and preserve `NodeNext` TypeScript
+  semantics.
+- Prefer strict types over `any`; do not use `as unknown as`.
+- Keep package exports, `types`, and built `dist` expectations aligned when
+  changing public APIs.
+- Use `zod` schemas for runtime validation at CLI/config/API boundaries.
+- Keep connector packages thin: connector-specific scanning/auth behavior
+  belongs in `packages/connector-*`; shared types and orchestration belong in
+  `packages/context`.
+- Avoid circular package dependencies. Shared code should move to the lowest
+  sensible package, not be duplicated across connectors.
+- Do not manually edit generated or built output under `dist/`; edit source and
+  rebuild.
+
+### Zod Naming Convention
+
+```typescript
+const userSchema = z.object({
+  id: z.uuid(),
+  email: z.string().email(),
+  name: z.string(),
+});
+
+type User = z.infer<typeof userSchema>;
+```
+
+Runtime schemas use `camelCase` plus the `Schema` suffix. Static inferred types
+use `PascalCase` without the suffix.
+
+## Python Standards
+
+- Use `pyproject.toml`; do not add `requirements.txt`.
+- Use type hints for new and changed Python code.
+- Use `pathlib` instead of `os.path`.
+- Use `logger.exception()` when catching and logging exceptions.
+- Prefer explicit exception types over broad `except Exception`.
+- Keep `python/klo-sl` focused on semantic-layer planning and SQL generation.
+- Keep `python/klo-daemon` focused on portable daemon/API behavior around the
+  semantic layer.
+
+### SQL and Structured Parsing
+
+- Prefer AST-based parsing over regex for structured input.
+- For SQL, use `sqlglot`; it is already a dependency.
+- In `python/klo-sl`, follow the local `python/klo-sl/AGENTS.md` guidance:
+  parse expressions with sqlglot, quote reserved identifiers before parsing,
+  and generate postgres-shaped SQL before final dialect transpilation.
+- Regex may be used for non-structural sanitization, but not to interpret SQL
+  structure.
+
+## Documentation and Specs
+
+- Keep public documentation in `README.md`, package READMEs, and example
+  READMEs unless the repository intentionally adds a public docs tree.
+- Prefer concrete commands, file paths, and acceptance criteria over broad
+  prose.
+- When documenting examples, ensure referenced files and commands exist in the
+  standalone KTX tree.
+- Remove or rewrite stale external app references unless the doc is explicitly
+  historical.
+
+## LLM and Prompt Development
+
+When creating or modifying agent prompts, system prompts, tool descriptions, or
+skills:
+
+- Use XML tags for major structure when it helps model reliability:
+  `<role>`, `<workflow>`, `<examples>`, `<success_criteria>`.
+- Use positive framing: tell the model what to do.
+- Keep prompts compact and avoid duplicating the same rule in multiple places.
+- Include 1-3 concrete examples when examples materially reduce ambiguity.
+- Use AI SDK v6 patterns for TypeScript LLM work.
+- Use the local `ai-sdk` skill when working with AI SDK code.
+
+## Context7 and External Docs
+
+- Use Context7 when official, current library documentation would materially
+  reduce risk.
+- Context7 "Monthly quota exceeded" errors are often transient. Retry before
+  assuming the quota is exhausted.
+- If Context7 remains unavailable, state the blocked lookup and use the best
+  available local/source documentation.
+
+## When to Ask vs Act
+
+Act without asking when:
+
+- Following explicit user instructions
+- Running verification
+- Fixing clear bugs or tool failures within the requested scope
+
+Ask first when:
+
+- Requirements are ambiguous
+- The next step is destructive or would discard user work
+- A breaking public API decision is not already implied by the task
+- Missing credentials, live services, or external accounts are required
+
+## Git and Worktree Safety
+
+- The worktree may contain unrelated user changes. Do not revert files you did
+  not change unless explicitly asked.
+- Before committing, inspect `git status --short` and commit only intended
+  files.
+- Do not commit ignored dependency/build artifacts such as `node_modules/`,
+  `.venv/`, `dist/`, coverage output, or local databases unless the task
+  explicitly concerns packaged artifacts.

CLAUDE.md

@@ -0,0 +1 @@
+AGENTS.md

GEMINI.md

@@ -0,0 +1 @@
+AGENTS.md

LICENSE

@@ -0,0 +1,202 @@
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+

README.md

@@ -0,0 +1,270 @@
+# KLO
+
+KLO is a workspace-first context layer for database agents. It stores warehouse
+memory in a project directory, generates and validates semantic-layer YAML,
+indexes knowledge, scans database schemas, and exposes the result through a CLI
+and MCP server.
+
+KLO projects are plain files: YAML, Markdown, SQLite state, and generated
+artifacts. You can inspect them, commit them, and serve them to any MCP client.
+
+## What KLO provides
+
+- Durable warehouse memory with semantic-layer sources and knowledge pages.
+- Native scan connectors for SQLite, Postgres, MySQL, ClickHouse, SQL Server,
+  BigQuery, Snowflake, and PostHog.
+- Agentic ingest with provenance links, tool transcripts, and replay metadata.
+- Local semantic-layer query planning and optional query execution.
+- A stdio MCP server with tools for connections, knowledge, semantic-layer
+  sources, ingest reports, and replay.
+
+## Quick start
+
+Run the pre-seeded demo from the repository root:
+
+```bash
+pnpm install
+pnpm run setup:dev
+pnpm run klo -- setup demo --no-input
+pnpm run klo -- setup demo inspect
+```
+
+The default demo uses packaged sample data and prebuilt context. It does not
+require API keys, network access, or an LLM provider.
+
+To replay the packaged ingest run, use:
+
+```bash
+pnpm run klo -- setup demo --mode replay --no-input
+```
+
+To run the full agentic demo with an LLM provider, set a provider key for the
+current process:
+
+```bash
+ANTHROPIC_API_KEY=$YOUR_ANTHROPIC_API_KEY \
+  pnpm run klo -- setup demo --mode full --no-input
+```
+
+Interactive full-demo setup can prompt for a provider key without writing the
+key to `klo.yaml`.
+
+## Build a local project
+
+Create a project from the repository root:
+
+```bash
+uv sync --all-packages
+source .venv/bin/activate
+
+PROJECT_DIR="$(mktemp -d)/klo-demo"
+pnpm run klo -- init "$PROJECT_DIR" --name klo-demo
+```
+
+Create a SQLite warehouse:
+
+```bash
+python - "$PROJECT_DIR/demo.db" <<'PY'
+import sqlite3
+import sys
+
+conn = sqlite3.connect(sys.argv[1])
+conn.executescript("""
+DROP TABLE IF EXISTS accounts;
+CREATE TABLE accounts (
+  account_id INTEGER PRIMARY KEY,
+  account_name TEXT NOT NULL,
+  segment TEXT NOT NULL,
+  region TEXT NOT NULL
+);
+INSERT INTO accounts VALUES
+  (1, 'Acme Analytics', 'Mid-Market', 'NA'),
+  (2, 'Beacon Bank', 'Enterprise', 'EMEA'),
+  (3, 'Cobalt Coffee', 'SMB', 'NA'),
+  (4, 'Delta Devices', 'Mid-Market', 'APAC'),
+  (5, 'Evergreen Energy', 'Enterprise', 'NA');
+""")
+conn.close()
+PY
+```
+
+Replace the generated `klo.yaml`:
+
+```bash
+cat > "$PROJECT_DIR/klo.yaml" <<YAML
+project: klo-demo
+connections:
+  warehouse:
+    driver: sqlite
+    path: $PROJECT_DIR/demo.db
+    readonly: true
+storage:
+  state: sqlite
+  search: sqlite-fts5
+  git:
+    auto_commit: true
+    author: "klo <klo@example.com>"
+memory:
+  auto_commit: true
+YAML
+```
+
+Write and validate a semantic-layer source:
+
+```bash
+pnpm run klo -- sl write accounts --project-dir "$PROJECT_DIR" \
+  --connection-id warehouse --yaml 'name: accounts
+table: accounts
+description: CRM accounts with segmentation attributes.
+grain:
+  - account_id
+columns:
+  - name: account_id
+    type: number
+  - name: account_name
+    type: string
+  - name: segment
+    type: string
+  - name: region
+    type: string
+measures:
+  - name: account_count
+    expr: count(account_id)
+joins: []
+'
+
+pnpm run klo -- sl validate accounts --project-dir "$PROJECT_DIR" \
+  --connection-id warehouse
+```
+
+Generate SQL and execute the query:
+
+```bash
+pnpm run klo -- sl query --project-dir "$PROJECT_DIR" \
+  --connection-id warehouse \
+  --measure accounts.account_count \
+  --dimension accounts.segment \
+  --order-by accounts.account_count:desc \
+  --limit 5 \
+  --format sql
+
+pnpm run klo -- sl query --project-dir "$PROJECT_DIR" \
+  --connection-id warehouse \
+  --measure accounts.account_count \
+  --dimension accounts.segment \
+  --order-by accounts.account_count:desc \
+  --limit 5 \
+  --execute \
+  --max-rows 5
+```
+
+List and test the warehouse connection:
+
+```bash
+pnpm run klo -- connection list --project-dir "$PROJECT_DIR"
+pnpm run klo -- connection test warehouse --project-dir "$PROJECT_DIR"
+```
+
+The connection test prints the configured driver and discovered table count:
+
+```text
+Driver: sqlite
+Tables: 1
+```
+
+### Scan the demo warehouse
+
+Scan artifacts are written under
+`raw-sources/warehouse/live-database/<syncId>/` in the project directory.
+
+```bash
+
+SCAN_OUTPUT="$(pnpm run klo -- scan warehouse --project-dir "$PROJECT_DIR")"
+printf '%s\n' "$SCAN_OUTPUT"
+SCAN_RUN_ID="$(printf '%s\n' "$SCAN_OUTPUT" | awk '/^Run: / { print $2 }')"
+pnpm run klo -- scan status --project-dir "$PROJECT_DIR" "$SCAN_RUN_ID"
+pnpm run klo -- scan report --project-dir "$PROJECT_DIR" "$SCAN_RUN_ID"
+```
+
+For non-SQLite drivers, prefer credential references such as `--url env:NAME`
+or `--url file:PATH` over literal credential URLs.
+
+## Serve MCP
+
+Start the Python compute daemon in one terminal:
+
+```bash
+source .venv/bin/activate
+uv run klo-daemon serve-http --host 127.0.0.1 --port 8765
+```
+
+Start the stdio MCP server in another terminal:
+
+```bash
+pnpm run klo -- serve --mcp stdio --project-dir "$PROJECT_DIR" \
+  --user-id local \
+  --semantic-compute-url http://127.0.0.1:8765 \
+  --execute-queries
+```
+
+The MCP server exposes `connection_list`, `knowledge_search`,
+`knowledge_read`, `knowledge_write`, `sl_list_sources`, `sl_read_source`,
+`sl_write_source`, `sl_validate`, `sl_query`, `ingest_trigger`,
+`ingest_status`, `ingest_report`, and `ingest_replay`.
+
+## Workspace packages
+
+- `packages/context`: core TypeScript context library.
+- `packages/cli`: CLI wrapper over the context package.
+- `packages/llm`: LLM and embedding provider helpers.
+- `packages/connector-bigquery`: BigQuery scan connector.
+- `packages/connector-clickhouse`: ClickHouse scan connector.
+- `packages/connector-mysql`: MySQL scan connector.
+- `packages/connector-postgres`: Postgres scan connector.
+- `packages/connector-posthog`: PostHog scan connector.
+- `packages/connector-snowflake`: Snowflake scan connector.
+- `packages/connector-sqlite`: SQLite scan connector.
+- `packages/connector-sqlserver`: SQL Server scan connector.
+- `python/klo-sl`: semantic-layer engine.
+- `python/klo-daemon`: portable compute service for semantic-layer operations.
+
+## Development
+
+Install dependencies and run checks:
+
+```bash
+pnpm install
+pnpm run check
+uv sync --all-packages
+source .venv/bin/activate
+uv run pytest
+```
+
+Use the optional development binary when you want a local `klo-dev` command:
+
+```bash
+pnpm run link:dev
+klo-dev --help
+```
+
+The repository uses `pnpm` for TypeScript packages and `uv` for Python
+packages.
+
+## Release status
+
+This repository is prepared for source publication. Package publishing is still
+disabled by `release-policy.json`; registry names, public versions, package
+visibility, and provenance policy must be chosen before publishing artifacts to
+npm or Python package indexes.
+
+Build local package artifacts with:
+
+```bash
+source .venv/bin/activate
+pnpm run artifacts:check
+pnpm run release:readiness
+```
+
+## License
+
+KLO is licensed under the Apache License, Version 2.0. See `LICENSE`.

examples/README.md

@@ -0,0 +1,40 @@
+# klo examples
+
+## local-warehouse
+
+`local-warehouse/` is a runnable standalone KLO project for local CLI and MCP
+smoke testing. It uses the fake ingest adapter and does not require a database
+or external app server.
+
+Copy it before running commands:
+
+```bash
+pnpm --filter @klo/cli run build
+EXAMPLE_DIR="$(mktemp -d)/local-warehouse"
+cp -R examples/local-warehouse "$EXAMPLE_DIR"
+node packages/cli/dist/bin.js knowledge list --project-dir "$EXAMPLE_DIR"
+node packages/cli/dist/bin.js sl list --project-dir "$EXAMPLE_DIR" --connection-id warehouse
+node packages/cli/dist/bin.js ingest run --project-dir "$EXAMPLE_DIR" --connection-id warehouse --adapter fake --source-dir "$EXAMPLE_DIR/source"
+```
+
+The copied project initializes its own Git repository on first use.
+
+## orbit-relationship-verification
+
+`orbit-relationship-verification/` is a checked-in KLO project used by
+`pnpm run relationships:verify-orbit`. It points the `orbit` SQLite connection
+at the Orbit-style no-declared-constraint relationship fixture and verifies that
+relationship enrichment writes nine accepted joins without requiring a local
+warehouse credential.
+
+## postgres-historic
+
+`postgres-historic/` is a manual Docker-backed smoke for Postgres
+historic-SQL ingest via `pg_stat_statements`. It verifies setup, first-run
+baseline creation, delta-only follow-up ingest, and reset handling without
+requiring a managed Postgres service.
+
+## package-artifacts
+
+`package-artifacts/` documents the artifact smoke checks. Those checks create
+temporary projects instead of storing sample projects in this directory.

examples/local-warehouse/README.md

@@ -0,0 +1,20 @@
+# Local Warehouse Example
+
+This example is a standalone KLO project that can be copied to a temp directory
+and used with the local CLI and stdio MCP server. It uses the `fake` ingest
+adapter so it does not require a database or external app server.
+
+Run the example from the repository root after building the CLI:
+
+```bash
+pnpm --filter @klo/cli run build
+EXAMPLE_DIR="$(mktemp -d)/local-warehouse"
+cp -R examples/local-warehouse "$EXAMPLE_DIR"
+node packages/cli/dist/bin.js knowledge list --project-dir "$EXAMPLE_DIR"
+node packages/cli/dist/bin.js sl list --project-dir "$EXAMPLE_DIR" --connection-id warehouse
+node packages/cli/dist/bin.js ingest run --project-dir "$EXAMPLE_DIR" --connection-id warehouse --adapter fake --source-dir "$EXAMPLE_DIR/source"
+```
+
+The copied project creates its own Git repository on first use. Keep commands
+pointed at a copy when experimenting so the checked-in example fixture stays
+unchanged.

examples/local-warehouse/klo.yaml

@@ -0,0 +1,25 @@
+project: local-warehouse
+connections:
+  warehouse:
+    driver: postgres
+    readonly: true
+storage:
+  state: sqlite
+  search: sqlite-fts5
+  git:
+    auto_commit: true
+    author: "klo <klo@example.com>"
+ingest:
+  adapters:
+    - fake
+    - live-database
+agent:
+  run_research:
+    enabled: false
+    max_iterations: 20
+    default_toolset:
+      - sl_query
+      - knowledge_search
+      - sl_read_source
+memory:
+  auto_commit: true

examples/local-warehouse/knowledge/global/revenue.md

@@ -0,0 +1,15 @@
+---
+summary: Paid order value after refunds
+tags:
+  - finance
+  - orders
+refs: []
+sl_refs:
+  - warehouse.orders
+usage_mode: auto
+---
+
+Revenue is paid order amount after refund adjustments.
+
+Use `orders.total_revenue` for recognized order value and `orders.order_count`
+for paid order volume.

examples/local-warehouse/semantic-layer/warehouse/orders.yaml

@@ -0,0 +1,18 @@
+name: orders
+table: public.orders
+description: Orders placed through the storefront.
+grain:
+  - id
+columns:
+  - name: id
+    type: number
+  - name: status
+    type: string
+  - name: amount
+    type: number
+measures:
+  - name: order_count
+    expr: count(*)
+  - name: total_revenue
+    expr: sum(amount)
+joins: []

examples/local-warehouse/source/orders/orders.json

@@ -0,0 +1 @@
+{"source":"orders","description":"Example raw file staged by the fake adapter"}

examples/orbit-relationship-verification/README.md

@@ -0,0 +1,33 @@
+# Orbit-style relationship discovery verification
+
+This KLO project backs the default `relationships:verify-orbit` command. It uses
+the checked-in Orbit-style SQLite fixture from the relationship discovery
+benchmark corpus, with no declared primary keys or foreign keys in the database
+schema.
+
+Run from the KLO workspace root:
+
+```bash
+pnpm run relationships:verify-orbit
+```
+
+Expected relationship summary:
+
+```text
+Accepted: 9
+Review: 0
+Rejected: 0
+Skipped: 0
+```
+
+The command refreshes:
+
+```text
+examples/orbit-relationship-verification/reports/orbit-verification.md
+```
+
+Use a real local Orbit project by overriding the project directory:
+
+```bash
+KLO_ORBIT_PROJECT_DIR=/path/to/orbit-project pnpm run relationships:verify-orbit
+```

examples/orbit-relationship-verification/klo.yaml

@@ -0,0 +1,28 @@
+project: orbit-relationship-verification
+connections:
+  orbit:
+    driver: sqlite
+    path: ../../packages/context/test/fixtures/relationship-benchmarks/orbit_style_product_no_declared_constraints/data.sqlite
+    readonly: true
+storage:
+  state: sqlite
+  search: sqlite-fts5
+  git:
+    auto_commit: true
+    author: "klo <klo@example.com>"
+ingest:
+  adapters:
+    - live-database
+scan:
+  enrichment:
+    backend: none
+  relationships:
+    enabled: true
+    llm_proposals: false
+    validation_required_for_manifest: true
+    accept_threshold: 0.85
+    review_threshold: 0.55
+    max_llm_tables_per_batch: 40
+    max_candidates_per_column: 25
+    profile_sample_rows: 10000
+    validation_concurrency: 4

examples/package-artifacts/README.md

@@ -0,0 +1,17 @@
+# Package artifact smoke checks
+
+The package artifact smoke checks create temporary projects instead of storing
+sample projects in this directory. Run the checks from `klo/`:
+
+```bash
+source .venv/bin/activate
+pnpm run artifacts:check
+```
+
+The npm smoke project installs the generated `@klo/context` and `@klo/cli`
+tarballs, imports public package entry points, and runs installed `klo`
+commands against a generated local project.
+
+The Python smoke project installs `klo-daemon` through the local artifact
+directory, imports `semantic_layer` and `klo_daemon`, and runs
+`python -m klo_daemon semantic-validate`.

examples/postgres-historic/README.md

@@ -0,0 +1,115 @@
+# Postgres Historic SQL Example
+
+This example is a manual smoke for Postgres historic-SQL ingest through
+`pg_stat_statements`. It starts Postgres 14 with the extension preloaded,
+generates query workload under separate users, runs `klo setup` with
+`--enable-historic-sql`, and verifies three local ingest runs:
+
+- first run creates a fresh PGSS baseline
+- second run emits only positive deltas
+- reset run treats `pg_stat_statements_reset()` as a fresh baseline
+
+## Prerequisites
+
+- Docker with Compose v2
+- Node and pnpm matching the KLO workspace
+- `python-service/.venv` already created, or `KLO_SQL_ANALYSIS_URL` pointing at
+  a running service that exposes `/api/sql/analyze-for-fingerprint`
+
+## Run
+
+From the KLO repository root:
+
+```bash
+examples/postgres-historic/scripts/smoke.sh
+```
+
+The smoke creates a temporary KLO project, starts Postgres on
+`127.0.0.1:55432`, and uses this connection URL:
+
+```bash
+postgresql://klo_reader:klo_reader@127.0.0.1:55432/analytics # pragma: allowlist secret
+```
+
+Set `KLO_POSTGRES_HISTORIC_KEEP_DOCKER=1` to leave the container running after
+the script exits.
+
+The smoke validates the historic-SQL raw snapshot path without requiring LLM
+credentials. It uses KLO's local stage-only ingest API after `klo setup` so the
+PGSS baseline and delta behavior can be checked independently from curation.
+
+## Manual Commands
+
+Start Postgres and generate the base workload:
+
+```bash
+docker compose -f examples/postgres-historic/docker-compose.yml up -d --wait
+examples/postgres-historic/scripts/generate-workload.sh base
+```
+
+Create a project and enable historic SQL:
+
+```bash
+export WAREHOUSE_DATABASE_URL=postgresql://klo_reader:klo_reader@127.0.0.1:55432/analytics # pragma: allowlist secret
+pnpm --filter @klo/cli run build
+node packages/cli/dist/bin.js --project-dir /tmp/klo-postgres-historic setup \
+  --new \
+  --skip-agents \
+  --skip-llm \
+  --skip-embeddings \
+  --skip-sources \
+  --database postgres \
+  --new-database-connection-id warehouse \
+  --database-url env:WAREHOUSE_DATABASE_URL \
+  --database-schema public \
+  --enable-historic-sql \
+  --historic-sql-min-calls 2 \
+  --yes \
+  --no-input
+```
+
+### Readiness check
+
+```bash
+pnpm run klo -- dev doctor --project-dir /tmp/klo-postgres-historic --no-input
+```
+
+The installed CLI form is `klo dev doctor --project-dir
+/tmp/klo-postgres-historic --no-input`. Expected output includes `PASS Postgres
+Historic SQL (warehouse)` when `pg_stat_statements` is installed,
+`pg_read_all_stats` is granted, tracking is enabled, and
+`pg_stat_statements.max` is at least 5000.
+
+Run local historic-SQL ingest:
+
+```bash
+node packages/cli/dist/bin.js --project-dir /tmp/klo-postgres-historic dev ingest run \
+  --connection-id warehouse \
+  --adapter historic-sql \
+  --plain \
+  --no-input
+```
+
+The full `dev ingest run` path also runs curation work units, so it requires a
+configured LLM provider.
+
+Inspect the latest manifest:
+
+```bash
+find /tmp/klo-postgres-historic/raw-sources/warehouse/historic-sql -name manifest.json | sort | tail -n 1
+```
+
+The manifest should have `dialect: "postgres"`, `degraded: true`,
+`baselineFirstRun: true` on the first run, and populated `pgServerVersion` and
+`statsResetAt`.
+
+## Troubleshooting
+
+- Missing extension: confirm `shared_preload_libraries=pg_stat_statements` and
+  `CREATE EXTENSION pg_stat_statements;` both happened in the `analytics`
+  database.
+- Missing grants: confirm `GRANT pg_read_all_stats TO klo_reader;`.
+- Empty templates: rerun `scripts/generate-workload.sh base` and keep
+  `--historic-sql-min-calls 2` for the smoke.
+- SQL-analysis failures: set `KLO_SQL_ANALYSIS_URL` to the running service URL
+  or create `python-service/.venv` before running `scripts/smoke.sh`.

examples/postgres-historic/docker-compose.yml

@@ -0,0 +1,24 @@
+services:
+  postgres:
+    image: postgres:14
+    command:
+      - postgres
+      - -c
+      - shared_preload_libraries=pg_stat_statements
+      - -c
+      - pg_stat_statements.track=top
+      - -c
+      - pg_stat_statements.max=10000
+    environment:
+      POSTGRES_DB: analytics
+      POSTGRES_USER: postgres
+      POSTGRES_PASSWORD: postgres # pragma: allowlist secret
+    ports:
+      - "55432:5432"
+    healthcheck:
+      test: ["CMD-SHELL", "pg_isready -U postgres -d analytics"]
+      interval: 2s
+      timeout: 5s
+      retries: 30
+    volumes:
+      - ./init:/docker-entrypoint-initdb.d:ro

examples/postgres-historic/init/001-schema.sql

@@ -0,0 +1,51 @@
+CREATE EXTENSION IF NOT EXISTS pg_stat_statements;
+
+CREATE ROLE app_user LOGIN PASSWORD 'app_pass';
+CREATE ROLE etl_user LOGIN PASSWORD 'etl_pass';
+CREATE ROLE klo_reader LOGIN PASSWORD 'klo_reader';
+
+GRANT pg_read_all_stats TO klo_reader;
+
+CREATE TABLE customers (
+  id integer PRIMARY KEY,
+  region text NOT NULL,
+  plan text NOT NULL
+);
+
+CREATE TABLE orders (
+  id integer PRIMARY KEY,
+  customer_id integer NOT NULL REFERENCES customers(id),
+  status text NOT NULL,
+  total numeric(12, 2) NOT NULL,
+  created_at timestamptz NOT NULL
+);
+
+CREATE TABLE events (
+  id integer PRIMARY KEY,
+  customer_id integer NOT NULL REFERENCES customers(id),
+  event_name text NOT NULL,
+  occurred_at timestamptz NOT NULL
+);
+
+INSERT INTO customers (id, region, plan) VALUES
+  (1, 'na', 'enterprise'),
+  (2, 'na', 'team'),
+  (3, 'eu', 'enterprise'),
+  (4, 'apac', 'team');
+
+INSERT INTO orders (id, customer_id, status, total, created_at) VALUES
+  (1, 1, 'paid', 125.50, now() - interval '9 days'),
+  (2, 1, 'paid', 89.00, now() - interval '4 days'),
+  (3, 2, 'pending', 42.00, now() - interval '2 days'),
+  (4, 3, 'paid', 301.25, now() - interval '1 day'),
+  (5, 4, 'refunded', 77.70, now() - interval '3 hours');
+
+INSERT INTO events (id, customer_id, event_name, occurred_at) VALUES
+  (1, 1, 'dashboard_viewed', now() - interval '1 day'),
+  (2, 1, 'export_started', now() - interval '8 hours'),
+  (3, 2, 'dashboard_viewed', now() - interval '7 hours'),
+  (4, 3, 'sync_completed', now() - interval '6 hours'),
+  (5, 4, 'dashboard_viewed', now() - interval '5 hours');
+
+GRANT USAGE ON SCHEMA public TO app_user, etl_user, klo_reader;
+GRANT SELECT ON ALL TABLES IN SCHEMA public TO app_user, etl_user, klo_reader;

examples/postgres-historic/scripts/generate-workload.sh

@@ -0,0 +1,33 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+EXAMPLE_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+COMPOSE_FILE="$EXAMPLE_DIR/docker-compose.yml"
+MODE="${1:-base}"
+
+run_sql() {
+  local user="$1"
+  local password="$2"
+  local sql="$3"
+  docker compose -f "$COMPOSE_FILE" exec -T -e PGPASSWORD="$password" postgres \
+    psql -h 127.0.0.1 -U "$user" -d analytics -v ON_ERROR_STOP=1 -c "$sql" >/dev/null
+}
+
+for _ in $(seq 1 12); do
+  run_sql app_user app_pass "SELECT c.region, count(*) AS order_count FROM orders o JOIN customers c ON c.id = o.customer_id WHERE o.status = 'paid' GROUP BY c.region ORDER BY c.region"
+done
+
+for _ in $(seq 1 7); do
+  run_sql app_user app_pass "SELECT c.plan, sum(o.total) AS revenue FROM orders o JOIN customers c ON c.id = o.customer_id WHERE o.created_at >= now() - interval '14 days' GROUP BY c.plan ORDER BY revenue DESC"
+done
+
+for _ in $(seq 1 5); do
+  run_sql etl_user etl_pass "SELECT e.event_name, count(*) AS event_count FROM events e JOIN customers c ON c.id = e.customer_id WHERE c.region = 'na' GROUP BY e.event_name ORDER BY event_count DESC"
+done
+
+if [[ "$MODE" == "extra" ]]; then
+  for _ in $(seq 1 4); do
+    run_sql etl_user etl_pass "SELECT c.region, avg(o.total) AS avg_total FROM orders o JOIN customers c ON c.id = o.customer_id WHERE o.status <> 'refunded' GROUP BY c.region ORDER BY avg_total DESC"
+  done
+fi

examples/postgres-historic/scripts/smoke.sh

@@ -0,0 +1,152 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+EXAMPLE_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+KLO_ROOT="$(cd "$EXAMPLE_DIR/../.." && pwd)"
+REPO_ROOT="$(cd "$KLO_ROOT/.." && pwd)"
+COMPOSE_FILE="$EXAMPLE_DIR/docker-compose.yml"
+PROJECT_PARENT="${KLO_POSTGRES_HISTORIC_PROJECT_PARENT:-$(mktemp -d)}"
+PROJECT_DIR="$PROJECT_PARENT/postgres-historic-klo"
+KLO_BIN="$KLO_ROOT/packages/cli/dist/bin.js"
+PYTHON_SERVICE_LOG="$PROJECT_PARENT/python-service.log"
+PYTHON_SERVICE_PID=""
+
+cleanup() {
+  if [[ -n "$PYTHON_SERVICE_PID" ]]; then
+    kill "$PYTHON_SERVICE_PID" >/dev/null 2>&1 || true
+  fi
+  if [[ "${KLO_POSTGRES_HISTORIC_KEEP_DOCKER:-0}" != "1" ]]; then
+    docker compose -f "$COMPOSE_FILE" down -v >/dev/null 2>&1 || true
+  fi
+}
+trap cleanup EXIT
+
+start_sql_analysis_if_needed() {
+  if [[ -n "${KLO_SQL_ANALYSIS_URL:-}" ]]; then
+    return
+  fi
+  if [[ ! -d "$REPO_ROOT/python-service/.venv" ]]; then
+    echo "Set KLO_SQL_ANALYSIS_URL or create python-service/.venv before running this smoke." >&2
+    exit 1
+  fi
+  (
+    cd "$REPO_ROOT/python-service"
+    source .venv/bin/activate
+    uvicorn app.main:app --host 127.0.0.1 --port 18081 >"$PYTHON_SERVICE_LOG" 2>&1
+  ) &
+  PYTHON_SERVICE_PID="$!"
+  export KLO_SQL_ANALYSIS_URL="http://127.0.0.1:18081"
+  for _ in $(seq 1 60); do
+    if curl -fsS "$KLO_SQL_ANALYSIS_URL/health" >/dev/null 2>&1; then
+      return
+    fi
+    sleep 1
+  done
+  echo "SQL analysis service did not become healthy. Log: $PYTHON_SERVICE_LOG" >&2
+  exit 1
+}
+
+latest_manifest() {
+  find "$PROJECT_DIR/raw-sources/warehouse/historic-sql" -name manifest.json | sort | tail -n 1
+}
+
+assert_manifest() {
+  local manifest_path="$1"
+  local expected_first_run="$2"
+  node - "$manifest_path" "$expected_first_run" <<'NODE'
+const { readFileSync } = require('node:fs');
+const manifestPath = process.argv[2];
+const expectedFirstRun = process.argv[3] === 'true';
+const manifest = JSON.parse(readFileSync(manifestPath, 'utf8'));
+if (manifest.dialect !== 'postgres') throw new Error(`Expected dialect postgres, got ${manifest.dialect}`);
+if (manifest.degraded !== true) throw new Error('Expected degraded:true for Postgres PGSS v1');
+if (manifest.baselineFirstRun !== expectedFirstRun) {
+  throw new Error(`Expected baselineFirstRun:${expectedFirstRun}, got ${manifest.baselineFirstRun}`);
+}
+if (!manifest.pgServerVersion) throw new Error('Expected pgServerVersion');
+if (!manifest.statsResetAt) throw new Error('Expected statsResetAt');
+if (!Array.isArray(manifest.templates) || manifest.templates.length === 0) {
+  throw new Error('Expected at least one staged historic-SQL template');
+}
+NODE
+}
+
+run_historic_stage_only() {
+  local job_id="$1"
+  node - "$KLO_ROOT" "$PROJECT_DIR" "$job_id" <<'NODE'
+const { join } = await import('node:path');
+
+const kloRoot = process.argv[2];
+const projectDir = process.argv[3];
+const jobId = process.argv[4];
+const { loadKloProject } = await import(join(kloRoot, 'packages/context/dist/project/index.js'));
+const { runLocalStageOnlyIngest } = await import(join(kloRoot, 'packages/context/dist/ingest/index.js'));
+const { createKloCliLocalIngestAdapters } = await import(join(kloRoot, 'packages/cli/dist/local-adapters.js'));
+
+const project = await loadKloProject({ projectDir });
+const adapters = createKloCliLocalIngestAdapters(project, { historicSqlConnectionId: 'warehouse' });
+const adapter = adapters.find((candidate) => candidate.source === 'historic-sql');
+if (!adapter) throw new Error('historic-sql adapter was not registered for local run');
+const record = await runLocalStageOnlyIngest({
+  project,
+  adapters,
+  adapter: 'historic-sql',
+  connectionId: 'warehouse',
+  trigger: 'manual_resync',
+  jobId,
+});
+await adapter.onPullSucceeded?.({
+  connectionId: 'warehouse',
+  sourceKey: 'historic-sql',
+  syncId: record.syncId,
+  trigger: 'manual_resync',
+  completedAt: new Date(record.completedAt),
+  stagedDir: join(project.projectDir, '.klo/cache/local-ingest', jobId, 'staged'),
+});
+console.log(record.syncId);
+NODE
+}
+
+cd "$KLO_ROOT"
+pnpm --filter @klo/context run build
+pnpm --filter @klo/cli run build
+start_sql_analysis_if_needed
+
+docker compose -f "$COMPOSE_FILE" up -d --wait
+"$EXAMPLE_DIR/scripts/generate-workload.sh" base
+
+export WAREHOUSE_DATABASE_URL="${WAREHOUSE_DATABASE_URL:-postgresql://klo_reader:klo_reader@127.0.0.1:55432/analytics}" # pragma: allowlist secret
+node "$KLO_BIN" --project-dir "$PROJECT_DIR" setup \
+  --new \
+  --skip-agents \
+  --skip-llm \
+  --skip-embeddings \
+  --skip-sources \
+  --database postgres \
+  --new-database-connection-id warehouse \
+  --database-url env:WAREHOUSE_DATABASE_URL \
+  --database-schema public \
+  --enable-historic-sql \
+  --historic-sql-min-calls 2 \
+  --yes \
+  --no-input
+
+run_historic_stage_only "historic-first-$$"
+FIRST_MANIFEST="$(latest_manifest)"
+assert_manifest "$FIRST_MANIFEST" true
+
+"$EXAMPLE_DIR/scripts/generate-workload.sh" extra
+run_historic_stage_only "historic-second-$$"
+SECOND_MANIFEST="$(latest_manifest)"
+assert_manifest "$SECOND_MANIFEST" false
+
+docker compose -f "$COMPOSE_FILE" exec -T postgres \
+  psql -U postgres -d analytics -v ON_ERROR_STOP=1 -c "SELECT pg_stat_statements_reset();" >/dev/null
+"$EXAMPLE_DIR/scripts/generate-workload.sh" extra
+run_historic_stage_only "historic-reset-$$"
+RESET_MANIFEST="$(latest_manifest)"
+assert_manifest "$RESET_MANIFEST" true
+
+echo "Postgres historic SQL smoke passed"
+echo "Project dir: $PROJECT_DIR"

package.json

@@ -0,0 +1,54 @@
+{
+  "name": "klo-workspace",
+  "version": "0.0.0-private",
+  "description": "Workspace root for klo packages",
+  "private": true,
+  "type": "module",
+  "packageManager": "pnpm@10.28.0",
+  "engines": {
+    "node": ">=22.0.0",
+    "pnpm": ">=10.20.0"
+  },
+  "scripts": {
+    "artifacts:build": "node scripts/package-artifacts.mjs build",
+    "artifacts:check": "node scripts/package-artifacts.mjs check",
+    "artifacts:live-db-smoke": "node scripts/installed-live-database-smoke.mjs",
+    "artifacts:verify": "node scripts/package-artifacts.mjs verify",
+    "artifacts:verify-demo": "node scripts/package-artifacts.mjs verify-demo",
+    "artifacts:verify-manifest": "node scripts/package-artifacts.mjs verify-manifest",
+    "build": "pnpm --filter './packages/*' run build",
+    "check": "node scripts/check-boundaries.mjs && node --test scripts/*.test.mjs && pnpm --filter './packages/*' run build && pnpm --filter './packages/*' run test",
+    "klo": "node scripts/run-klo.mjs",
+    "link:dev": "node scripts/link-dev-cli.mjs",
+    "native:rebuild": "pnpm -r rebuild better-sqlite3",
+    "setup:dev": "node scripts/setup-dev.mjs",
+    "release:published-smoke": "node scripts/published-package-smoke.mjs --require-config",
+    "release:readiness": "node scripts/release-readiness.mjs",
+    "relationships:acquire-public-fixtures": "node scripts/acquire-public-benchmark-fixtures.mjs",
+    "relationships:rebuild-public-snapshots": "node scripts/build-benchmark-snapshot.mjs --rebuild-all",
+    "relationships:build-adventureworks-oltp": "node scripts/build-adventureworks-oltp-fixture.mjs",
+    "relationships:verify-orbit": "node scripts/relationship-orbit-verification.mjs",
+    "smoke": "pnpm run build && pnpm --filter @klo/cli run smoke",
+    "test": "node --test scripts/*.test.mjs && pnpm --filter './packages/*' run test",
+    "type-check": "pnpm --filter './packages/*' run type-check"
+  },
+  "devDependencies": {
+    "@types/node": "^24.3.0",
+    "typescript": "^5.9.3",
+    "vitest": "^4.0.18"
+  },
+  "pnpm": {
+    "onlyBuiltDependencies": [
+      "better-sqlite3"
+    ]
+  },
+  "license": "Apache-2.0",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/kaelio/ktx.git"
+  },
+  "bugs": {
+    "url": "https://github.com/kaelio/ktx/issues"
+  },
+  "homepage": "https://github.com/kaelio/ktx#readme"
+}

packages/cli/assets/demo/orbit/knowledge/global/activation-policy.md

@@ -0,0 +1,18 @@
+---
+summary: Account activation policy changed on January 15, 2026.
+tags:
+  - growth
+  - activation
+  - policy
+refs: []
+sl_refs:
+  - orbit_demo.accounts
+  - orbit_demo.purchase_requests
+usage_mode: auto
+---
+
+Before January 15, 2026, activation meant first requester login.
+
+On and after January 15, 2026, activation requires an approved purchase request and at least three activated requesters.
+
+Always separate pre-policy and post-policy cohorts when comparing activation rates.

packages/cli/assets/demo/orbit/knowledge/global/arr-contract-first.md

@@ -0,0 +1,18 @@
+---
+summary: ARR uses contract-first precedence before subscription-derived revenue.
+tags:
+  - finance
+  - arr
+  - revenue
+refs: []
+sl_refs:
+  - orbit_demo.contracts
+  - orbit_demo.arr_movements
+usage_mode: auto
+---
+
+ARR is calculated from active recurring contract ARR before falling back to subscription-derived revenue.
+
+Do not double-count subscription MRR when an active contract row covers the same account and period.
+
+Exclude cancelled contracts ending before the metric date, future-starting contracts, internal accounts, and test accounts.

packages/cli/assets/demo/orbit/knowledge/global/customer-health-scoring.md

@@ -0,0 +1,20 @@
+---
+summary: Customer health combines support severity and procurement activity.
+tags:
+  - customer-success
+  - health
+  - churn-risk
+refs:
+  - nrr-retention
+sl_refs:
+  - orbit_demo.support_tickets
+  - orbit_demo.purchase_requests
+  - orbit_demo.accounts
+usage_mode: auto
+---
+
+High-risk accounts have multiple recent high-severity tickets or no recent procurement activity on growth and enterprise plans.
+
+Medium risk captures partial support pressure or a material month-over-month decline in procurement activity.
+
+Internal and test accounts are excluded from customer health scoring.

packages/cli/assets/demo/orbit/knowledge/global/discount-expiration.md

@@ -0,0 +1,19 @@
+---
+summary: Discount expirations are tracked separately from organic contraction.
+tags:
+  - finance
+  - retention
+refs:
+  - arr-contract-first
+  - nrr-retention
+sl_refs:
+  - orbit_demo.contracts
+  - orbit_demo.arr_movements
+usage_mode: auto
+---
+
+Discount expiration events identify pricing changes when negotiated discounts end.
+
+Track these separately from organic contraction so board reporting can split pricing-driven and usage-driven changes.
+
+Use movement_reason on arr_movements when separating discount expiration from churn or seat-reduction events.

packages/cli/assets/demo/orbit/knowledge/global/internal-test-exclusion.md

@@ -0,0 +1,16 @@
+---
+summary: Canonical metrics exclude internal and test accounts and users.
+tags:
+  - data-quality
+  - governance
+refs: []
+sl_refs:
+  - orbit_demo.accounts
+usage_mode: auto
+---
+
+All canonical customer metrics exclude rows marked as internal or test fixtures.
+
+This exclusion applies at both account and user grain when joining procurement, support, and revenue activity.
+
+If a metric unexpectedly increases, check whether new internal or test accounts were created without proper flags.

packages/cli/assets/demo/orbit/knowledge/global/nrr-retention.md

@@ -0,0 +1,19 @@
+---
+summary: NRR is calculated at parent-account grain by calendar quarter.
+tags:
+  - analytics
+  - retention
+  - nrr
+refs:
+  - arr-contract-first
+sl_refs:
+  - orbit_demo.arr_movements
+  - orbit_demo.accounts
+usage_mode: auto
+---
+
+Net Revenue Retention uses parent-account rollups by calendar quarter.
+
+The formula is starting ARR plus expansion minus contraction and churn, divided by starting ARR.
+
+Exclude parent accounts with zero starting ARR, new business, reactivations, and internal/test accounts from the denominator.

packages/cli/assets/demo/orbit/knowledge/global/procurement-workflows.md

@@ -0,0 +1,17 @@
+---
+summary: Procurement workflow activity measures active requesters and qualifying actions.
+tags:
+  - product
+  - procurement
+refs:
+  - activation-policy
+sl_refs:
+  - orbit_demo.purchase_requests
+usage_mode: auto
+---
+
+Weekly active requesters counts distinct non-internal requesters with a qualifying procurement action in the calendar week.
+
+Qualifying actions include purchase request creation, approval decisions, supplier invites, and purchase-order creation.
+
+Purchase-request comments and short sessions are excluded from the canonical requester activity metric.

packages/cli/assets/demo/orbit/knowledge/global/revenue-gross-to-net.md

@@ -0,0 +1,17 @@
+---
+summary: Gross-to-net revenue reconciles paid invoices, credits, and refunds.
+tags:
+  - finance
+  - revenue
+refs:
+  - arr-contract-first
+sl_refs:
+  - orbit_demo.invoices
+usage_mode: auto
+---
+
+Gross revenue starts from paid invoice activity. Net revenue subtracts credits and successful refunds in the month they are recorded.
+
+Exclude unpaid, void, draft, failed, internal, and test-account invoice activity from canonical revenue reporting.
+
+February 2026 has an elevated refund event captured in the source notes and revenue dashboard.

packages/cli/assets/demo/orbit/knowledge/global/segment-classification.md

@@ -0,0 +1,17 @@
+---
+summary: Account segments derive from plan normalization and effective-dated mapping.
+tags:
+  - sales-ops
+  - segmentation
+refs: []
+sl_refs:
+  - orbit_demo.accounts
+  - orbit_demo.contracts
+usage_mode: auto
+---
+
+Account segment labels combine plan_code, canonical_plan_code, and size_band fields.
+
+Historical plan code pro_plus maps to growth for current segment analysis.
+
+Use the mapping active at the metric date when segment definitions change over time.

packages/cli/assets/demo/orbit/knowledge/global/support-escalation.md

@@ -0,0 +1,17 @@
+---
+summary: Support escalation tiers map ticket severity to SLA targets.
+tags:
+  - support
+  - sla
+refs:
+  - customer-health-scoring
+sl_refs:
+  - orbit_demo.support_tickets
+usage_mode: auto
+---
+
+Critical support tickets require immediate response and on-call escalation.
+
+High severity tickets should receive first response within four business hours.
+
+Resolution time is measured from created_at to resolved_at and only applies to resolved tickets.

packages/cli/assets/demo/orbit/links/provenance.json

@@ -0,0 +1,209 @@
+[
+  {
+    "id": "link-001",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/arr-contract-first.md",
+    "sourceKind": "warehouse",
+    "sourcePath": "contracts",
+    "relationship": "describes",
+    "confidence": 1
+  },
+  {
+    "id": "link-002",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/arr-contract-first.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/arr-and-contract-reporting-notes.md",
+    "relationship": "derived_from",
+    "confidence": 0.95
+  },
+  {
+    "id": "link-003",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/revenue-gross-to-net.md",
+    "sourceKind": "warehouse",
+    "sourcePath": "invoices",
+    "relationship": "describes",
+    "confidence": 1
+  },
+  {
+    "id": "link-004",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/revenue-gross-to-net.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/revenue-reporting-policy.md",
+    "relationship": "derived_from",
+    "confidence": 0.95
+  },
+  {
+    "id": "link-005",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/discount-expiration.md",
+    "sourceKind": "warehouse",
+    "sourcePath": "arr_movements",
+    "relationship": "describes",
+    "confidence": 1
+  },
+  {
+    "id": "link-006",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/nrr-retention.md",
+    "sourceKind": "warehouse",
+    "sourcePath": "arr_movements",
+    "relationship": "describes",
+    "confidence": 1
+  },
+  {
+    "id": "link-007",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/nrr-retention.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/retention-and-nrr-definition-notes.md",
+    "relationship": "derived_from",
+    "confidence": 0.95
+  },
+  {
+    "id": "link-008",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/nrr-retention.md",
+    "sourceKind": "bi",
+    "sourcePath": "raw-sources/bi/account_retention.view.lkml",
+    "relationship": "derived_from",
+    "confidence": 0.85
+  },
+  {
+    "id": "link-009",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/segment-classification.md",
+    "sourceKind": "warehouse",
+    "sourcePath": "plans",
+    "relationship": "describes",
+    "confidence": 1
+  },
+  {
+    "id": "link-010",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/segment-classification.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/sales-ops-segmentation-guide.md",
+    "relationship": "derived_from",
+    "confidence": 0.9
+  },
+  {
+    "id": "link-011",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/activation-policy.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/activation-policy-decision-record.md",
+    "relationship": "derived_from",
+    "confidence": 0.95
+  },
+  {
+    "id": "link-012",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/procurement-workflows.md",
+    "sourceKind": "warehouse",
+    "sourcePath": "purchase_requests",
+    "relationship": "describes",
+    "confidence": 1
+  },
+  {
+    "id": "link-013",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/customer-health-scoring.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/customer-health-playbook.md",
+    "relationship": "derived_from",
+    "confidence": 0.9
+  },
+  {
+    "id": "link-014",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/customer-health-scoring.md",
+    "sourceKind": "warehouse",
+    "sourcePath": "support_tickets",
+    "relationship": "describes",
+    "confidence": 1
+  },
+  {
+    "id": "link-015",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/support-escalation.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/support-escalation-runbook.md",
+    "relationship": "derived_from",
+    "confidence": 0.9
+  },
+  {
+    "id": "link-016",
+    "artifactKind": "wiki",
+    "artifactKey": "knowledge/global/internal-test-exclusion.md",
+    "sourceKind": "notion",
+    "sourcePath": "raw-sources/notion/analyst-onboarding.md",
+    "relationship": "derived_from",
+    "confidence": 0.9
+  },
+  {
+    "id": "link-017",
+    "artifactKind": "sl",
+    "artifactKey": "orbit_demo.accounts",
+    "sourceKind": "warehouse",
+    "sourcePath": "accounts",
+    "relationship": "models",
+    "confidence": 1
+  },
+  {
+    "id": "link-018",
+    "artifactKind": "sl",
+    "artifactKey": "orbit_demo.accounts",
+    "sourceKind": "dbt",
+    "sourcePath": "raw-sources/dbt/schema.yml",
+    "relationship": "inherits_from",
+    "confidence": 0.95
+  },
+  {
+    "id": "link-019",
+    "artifactKind": "sl",
+    "artifactKey": "orbit_demo.contracts",
+    "sourceKind": "warehouse",
+    "sourcePath": "contracts",
+    "relationship": "models",
+    "confidence": 1
+  },
+  {
+    "id": "link-020",
+    "artifactKind": "sl",
+    "artifactKey": "orbit_demo.invoices",
+    "sourceKind": "warehouse",
+    "sourcePath": "invoices",
+    "relationship": "models",
+    "confidence": 1
+  },
+  {
+    "id": "link-021",
+    "artifactKind": "sl",
+    "artifactKey": "orbit_demo.arr_movements",
+    "sourceKind": "warehouse",
+    "sourcePath": "arr_movements",
+    "relationship": "models",
+    "confidence": 1
+  },
+  {
+    "id": "link-022",
+    "artifactKind": "sl",
+    "artifactKey": "orbit_demo.purchase_requests",
+    "sourceKind": "warehouse",
+    "sourcePath": "purchase_requests",
+    "relationship": "models",
+    "confidence": 1
+  },
+  {
+    "id": "link-023",
+    "artifactKind": "sl",
+    "artifactKey": "orbit_demo.support_tickets",
+    "sourceKind": "warehouse",
+    "sourcePath": "support_tickets",
+    "relationship": "models",
+    "confidence": 1
+  }
+]

packages/cli/assets/demo/orbit/manifest.json

@@ -0,0 +1,58 @@
+{
+  "demoAssetSchemaVersion": 2,
+  "name": "orbit",
+  "displayName": "Orbit Demo",
+  "mode": "seeded",
+  "sqliteDatabase": "demo.db",
+  "replay": "replay.memory-flow.v1.json",
+  "report": "reports/seeded-demo-report.json",
+  "source": "packaged-orbit-demo",
+  "sources": {
+    "warehouse": {
+      "label": "Warehouse",
+      "path": "demo.db",
+      "tables": 8,
+      "rowCounts": {
+        "accounts": 210,
+        "contracts": 320,
+        "users": 1260,
+        "invoices": 3000,
+        "arr_movements": 720,
+        "support_tickets": 520,
+        "purchase_requests": 5200,
+        "plans": 4
+      }
+    },
+    "dbt": {
+      "label": "dbt",
+      "path": "raw-sources/dbt",
+      "models": 3,
+      "sourceTables": 8
+    },
+    "bi": {
+      "label": "BI",
+      "path": "raw-sources/bi",
+      "explores": 5,
+      "dashboards": 2
+    },
+    "notion": {
+      "label": "Notion",
+      "path": "raw-sources/notion",
+      "pages": 8
+    }
+  },
+  "generated": {
+    "semanticLayer": {
+      "path": "semantic-layer/orbit_demo",
+      "sourceCount": 6
+    },
+    "knowledge": {
+      "path": "knowledge/global",
+      "pageCount": 10
+    },
+    "links": {
+      "path": "links",
+      "linkCount": 23
+    }
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/bi/account_retention.view.lkml

@@ -0,0 +1,67 @@
+view: account_retention {
+  sql_table_name: orbit_analytics.mart_nrr_quarterly ;;
+  description: "Canonical dbt mart dbt://ktx_demo.mart_nrr_quarterly with governed policy notion://notion_page_retention_policy_current#nrr-definition."
+
+  dimension: retention_key {
+    primary_key: yes
+    type: string
+    sql: CONCAT(${TABLE}.segment, '-', ${TABLE}.quarter_label) ;;
+  }
+
+  dimension: account_id {
+    type: string
+    sql: ${TABLE}.segment ;;
+  }
+
+  dimension: parent_account_id {
+    type: string
+    sql: ${TABLE}.segment ;;
+  }
+
+  dimension: fiscal_quarter {
+    type: string
+    sql: ${TABLE}.quarter_label ;;
+  }
+
+  dimension: segment {
+    type: string
+    sql: ${TABLE}.segment ;;
+  }
+
+  dimension: net_revenue_retention {
+    type: number
+    sql: ${TABLE}.net_revenue_retention ;;
+  }
+
+  measure: nrr {
+    type: average
+    sql: ${net_revenue_retention} ;;
+    value_format_name: percent_1
+    description: "Enterprise parent-account NRR from dbt://ktx_demo.mart_nrr_quarterly and notion://notion_page_retention_policy_current#nrr-definition."
+  }
+
+  measure: starting_arr {
+    type: sum
+    sql: ${TABLE}.starting_arr_cents ;;
+    value_format_name: usd_0
+  }
+
+  measure: expansion_arr {
+    type: sum
+    sql: ${TABLE}.expansion_arr_cents ;;
+    value_format_name: usd_0
+    description: "Expansion ARR used by the enterprise_expansions_q1_2026 expected answer."
+  }
+
+  measure: contraction_arr {
+    type: sum
+    sql: ${TABLE}.contraction_arr_cents ;;
+    value_format_name: usd_0
+  }
+
+  measure: churned_arr {
+    type: sum
+    sql: ${TABLE}.churned_arr_cents ;;
+    value_format_name: usd_0
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/bi/arr_daily.view.lkml

@@ -0,0 +1,28 @@
+view: arr_daily {
+  sql_table_name: orbit_analytics.mart_arr_daily ;;
+  description: "Contract-first ARR from dbt://ktx_demo.mart_arr_daily and notion://notion_page_arr_contract_reporting#arr-contract-first."
+
+  dimension: arr_daily_key {
+    primary_key: yes
+    type: string
+    sql: CONCAT('all_accounts-', ${TABLE}.metric_date) ;;
+  }
+
+  dimension: account_id {
+    type: string
+    sql: 'all_accounts' ;;
+  }
+
+  dimension_group: metric {
+    type: time
+    timeframes: [date, week, month, quarter]
+    sql: ${TABLE}.metric_date ;;
+  }
+
+  measure: arr {
+    type: sum
+    sql: ${TABLE}.arr_cents ;;
+    value_format_name: usd_0
+    description: "Active contract ARR as of the requested metric date."
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/bi/customer_health.view.lkml

@@ -0,0 +1,50 @@
+view: customer_health {
+  sql_table_name: orbit_analytics.mart_customer_health ;;
+  description: "Customer health mart dbt://ktx_demo.mart_customer_health governed by notion://notion_page_customer_health_playbook#risk-definition."
+
+  dimension: customer_health_key {
+    primary_key: yes
+    type: string
+    sql: CONCAT(${TABLE}.account_id, '-', ${TABLE}.as_of_date) ;;
+  }
+
+  dimension: account_id {
+    type: string
+    sql: ${TABLE}.account_id ;;
+  }
+
+  dimension_group: metric {
+    type: time
+    timeframes: [date, week, month]
+    sql: ${TABLE}.as_of_date ;;
+  }
+
+  dimension: health_risk_tier {
+    type: string
+    sql: ${TABLE}.risk_level ;;
+  }
+
+  dimension: is_paying_customer {
+    type: yesno
+    sql: ${TABLE}.is_active_customer ;;
+  }
+
+  measure: active_customers {
+    type: count_distinct
+    sql: ${account_id} ;;
+    filters: [is_paying_customer: "yes"]
+    description: "Active paying customer accounts in the health mart."
+  }
+
+  measure: high_risk_accounts {
+    type: count_distinct
+    sql: ${account_id} ;;
+    filters: [health_risk_tier: "high"]
+    description: "High-risk paying accounts used by the customer_health_risk_accounts expected answer."
+  }
+
+  measure: open_support_tickets {
+    type: sum
+    sql: case when ${TABLE}.has_unresolved_high_ticket then 1 else 0 end ;;
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/bi/procurement_activity.view.lkml

@@ -0,0 +1,46 @@
+view: procurement_activity {
+  sql_table_name: orbit_analytics.mart_procurement_activity ;;
+  description: "Procurement activity mart dbt://ktx_demo.mart_procurement_activity with governed context notion://notion_page_procurement_instrumentation#qualifying-procurement-actions."
+
+  dimension: procurement_activity_key {
+    primary_key: yes
+    type: string
+    sql: CONCAT(${TABLE}.contract_arr_threshold_cents, '-', ${TABLE}.week_start_date) ;;
+  }
+
+  dimension: account_id {
+    type: string
+    sql: 'all_accounts' ;;
+  }
+
+  dimension_group: week_start {
+    type: time
+    timeframes: [date, week]
+    sql: ${TABLE}.week_start_date ;;
+  }
+
+  dimension: contract_arr_band {
+    type: string
+    sql: case
+      when ${TABLE}.contract_arr_threshold_cents >= 20000000 then 'over_200k'
+      else 'under_200k'
+    end ;;
+    description: "Contract ARR band represented by the procurement activity threshold."
+  }
+
+  measure: weekly_active_requesters {
+    type: sum
+    sql: ${TABLE}.active_requesters ;;
+    description: "Distinct non-internal requesters with qualifying procurement workflow actions during the requested week."
+  }
+
+  measure: purchase_requests {
+    type: sum
+    sql: 0 ;;
+  }
+
+  measure: approval_actions {
+    type: sum
+    sql: 0 ;;
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/bi/retention_exec_q1.dashboard.lookml

@@ -0,0 +1,28 @@
+# looker_dashboard_id: dash_retention_exec_q1
+dashboard: retention_exec_q1 {
+  title: "Enterprise Retention Executive Review"
+
+  element: retention_tile {
+    title: "Enterprise NRR"
+    explore: retention
+    fields: [retention.fiscal_quarter, retention.nrr]
+  }
+
+  element: movement_breakout_tile {
+    title: "Movement Breakout"
+    explore: retention
+    fields: [retention.expansion_arr, retention.contraction_arr, retention.churned_arr]
+  }
+
+  element: discount_expiration_contraction_tile {
+    title: "Discount Expiration Contraction"
+    explore: retention
+    fields: [retention.parent_account_id, retention.contraction_arr]
+  }
+
+  element: q4_vs_q1_comparison_tile {
+    title: "Q4 vs Q1 Comparison"
+    explore: retention
+    fields: [retention.fiscal_quarter, retention.nrr]
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/bi/revenue_daily.view.lkml

@@ -0,0 +1,52 @@
+view: revenue_daily {
+  sql_table_name: orbit_analytics.mart_revenue_daily ;;
+  description: "Revenue recognition mart dbt://ktx_demo.mart_revenue_daily governed by notion://notion_page_revenue_reporting_policy#gross-to-net-reconciliation."
+
+  dimension: revenue_daily_key {
+    primary_key: yes
+    type: string
+    sql: CONCAT('all_accounts-', ${TABLE}.revenue_date) ;;
+  }
+
+  dimension: account_id {
+    type: string
+    sql: 'all_accounts' ;;
+  }
+
+  dimension_group: revenue {
+    type: time
+    timeframes: [date, week, quarter]
+    sql: ${TABLE}.revenue_date ;;
+  }
+
+  dimension: revenue_month {
+    type: string
+    sql: TO_CHAR(${TABLE}.revenue_date, 'YYYY-MM') ;;
+  }
+
+  measure: gross_revenue {
+    type: sum
+    sql: ${TABLE}.gross_revenue_cents ;;
+    value_format_name: usd_0
+    description: "Paid invoice line revenue before credits and refunds."
+  }
+
+  measure: credits {
+    type: sum
+    sql: ${TABLE}.credits_cents ;;
+    value_format_name: usd_0
+  }
+
+  measure: refunds {
+    type: sum
+    sql: ${TABLE}.refunds_cents ;;
+    value_format_name: usd_0
+  }
+
+  measure: net_revenue {
+    type: sum
+    sql: ${TABLE}.net_revenue_cents ;;
+    value_format_name: usd_0
+    description: "Gross revenue minus credits and successful refunds, recognized by paid/refund dates."
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/bi/revenue_exec.dashboard.lookml

@@ -0,0 +1,28 @@
+# looker_dashboard_id: dash_revenue_exec
+dashboard: revenue_exec {
+  title: "Gross and Net Revenue Executive Dashboard"
+
+  element: gross_revenue_tile {
+    title: "Gross Revenue"
+    explore: revenue
+    fields: [revenue.revenue_month, revenue.gross_revenue]
+  }
+
+  element: credits_tile {
+    title: "Credits"
+    explore: revenue
+    fields: [revenue.revenue_month, revenue.credits]
+  }
+
+  element: refunds_tile {
+    title: "Refunds"
+    explore: revenue
+    fields: [revenue.revenue_month, revenue.refunds]
+  }
+
+  element: february_reconciliation_tile {
+    title: "February Reconciliation"
+    explore: revenue
+    fields: [revenue.gross_revenue, revenue.credits, revenue.refunds, revenue.net_revenue]
+  }
+}

packages/cli/assets/demo/orbit/raw-sources/dbt/dbt_project.yml

@@ -0,0 +1,10 @@
+name: ktx_demo
+version: "1.0.0"
+config-version: 2
+profile: ktx_demo
+
+model-paths: ["models"]
+
+models:
+  ktx_demo:
+    +materialized: view

packages/cli/assets/demo/orbit/raw-sources/dbt/models/marts/mart_arr_daily.sql

@@ -0,0 +1,5 @@
+select
+    date '2026-03-31' as metric_date,
+    sum(contract_arr_cents)::bigint as arr_cents,
+    '$18.742M' as display
+from {{ ref('int_active_contract_arr') }}

packages/cli/assets/demo/orbit/raw-sources/dbt/models/marts/mart_customer_health.sql

@@ -0,0 +1,10 @@
+select
+    date '2026-03-31' as as_of_date,
+    account_id,
+    parent_account_id,
+    account_name,
+    is_active_customer,
+    has_unresolved_high_ticket,
+    has_recent_procurement_activity,
+    risk_level
+from {{ ref('int_customer_health_signals') }}

packages/cli/assets/demo/orbit/raw-sources/dbt/models/marts/mart_revenue_daily.sql

@@ -0,0 +1,8 @@
+select
+    revenue_date,
+    gross_revenue_cents::bigint as gross_revenue_cents,
+    credits_cents::bigint as credits_cents,
+    refunds_cents::bigint as refunds_cents,
+    net_revenue_cents::bigint as net_revenue_cents,
+    (gross_revenue_cents - credits_cents - refunds_cents = net_revenue_cents) as reconciliation_check
+from {{ ref('int_revenue_components') }}

packages/cli/assets/demo/orbit/raw-sources/dbt/schema.yml

@@ -0,0 +1,455 @@
+version: 2
+
+models:
+  - name: stg_accounts
+    description: 'Customer and internal/test account records for Orbit.'
+    columns:
+      - name: account_id
+        data_tests:
+          - not_null
+          - unique
+      - name: sales_region
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [na, emea, apac]
+      - name: size_band
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [smb, mid_market, enterprise]
+      - name: lifecycle_status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [prospect, active, churned, internal, test]
+  - name: stg_account_hierarchy
+    description: 'Parent-child account relationships used for enterprise retention grain.'
+    columns:
+      - name: account_hierarchy_id
+        data_tests:
+          - not_null
+          - unique
+      - name: relationship_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [subsidiary, division, billing_group]
+  - name: stg_plans
+    description: 'Canonical and historical Orbit pricing plans.'
+    columns:
+      - name: plan_id
+        data_tests:
+          - not_null
+          - unique
+      - name: canonical_plan_code
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [starter, growth, enterprise]
+  - name: stg_contracts
+    description: 'Contract records that provide contract-first ARR for active accounts.'
+    columns:
+      - name: contract_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [draft, active, cancelled, expired]
+      - name: renewal_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [new, renewal, expansion, downgrade]
+  - name: stg_subscriptions
+    description: 'Subscription rows used when active contract ARR is not present for a covered period.'
+    columns:
+      - name: subscription_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [active, cancelled, past_due, trialing]
+  - name: stg_contract_discount_terms
+    description: 'Contract discount terms that explain Q1 2026 enterprise contraction movement.'
+    columns:
+      - name: discount_term_id
+        data_tests:
+          - not_null
+          - unique
+      - name: discount_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [launch, renewal, migration, goodwill]
+  - name: stg_arr_movements
+    description: 'ARR movement ledger used by retention and expansion marts.'
+    columns:
+      - name: arr_movement_id
+        data_tests:
+          - not_null
+          - unique
+      - name: movement_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [new, expansion, contraction, churn, reactivation]
+  - name: stg_invoices
+    description: 'Billing invoices that anchor gross revenue recognition dates.'
+    columns:
+      - name: invoice_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [draft, open, paid, void, failed]
+      - name: currency
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [USD]
+  - name: stg_invoice_line_items
+    description: 'Invoice line items used to split gross revenue, credits, seats, usage, and addons.'
+    columns:
+      - name: invoice_line_item_id
+        data_tests:
+          - not_null
+          - unique
+      - name: line_item_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [subscription, seat, usage, addon, credit]
+  - name: stg_refunds
+    description: 'Refund events that reduce net revenue in the refund month.'
+    columns:
+      - name: refund_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [pending, succeeded, failed, cancelled]
+  - name: stg_plan_segment_mapping
+    description: 'Effective-dated mapping from canonical plans and size bands to reporting segments.'
+    columns:
+      - name: plan_segment_mapping_id
+        data_tests:
+          - not_null
+          - unique
+      - name: canonical_plan_code
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [starter, growth, enterprise]
+      - name: size_band
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [smb, mid_market, enterprise]
+      - name: segment
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [self_serve, commercial, enterprise]
+  - name: stg_users
+    description: 'Orbit user identities shared across warehouse, Slack, Looker, Notion, and Drive artifacts.'
+    columns:
+      - name: user_id
+        data_tests:
+          - not_null
+          - unique
+  - name: stg_activation_events
+    description: 'Account and requester activation events across the January policy change.'
+    columns:
+      - name: activation_event_id
+        data_tests:
+          - not_null
+          - unique
+      - name: event_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [first_requester_login, requester_activated, first_approved_purchase_request, account_activated]
+      - name: policy_version
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [pre_2026_01_15, post_2026_01_15]
+  - name: stg_sessions
+    description: 'Product sessions used for pre-policy activation and activity exclusions.'
+    columns:
+      - name: session_id
+        data_tests:
+          - not_null
+          - unique
+  - name: stg_purchase_requests
+    description: 'Procurement request records used for activation, requester activity, and health signals.'
+    columns:
+      - name: purchase_request_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [draft, submitted, approved, rejected, cancelled]
+  - name: stg_approval_events
+    description: 'Approval decisions tied to procurement requests.'
+    columns:
+      - name: approval_event_id
+        data_tests:
+          - not_null
+          - unique
+      - name: decision
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [approved, rejected, returned]
+  - name: stg_suppliers
+    description: 'Supplier directory records associated with procurement workflow events.'
+    columns:
+      - name: supplier_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [invited, onboarding, active, inactive]
+  - name: stg_supplier_onboarding_events
+    description: 'Supplier onboarding milestones that qualify as procurement workflow activity.'
+    columns:
+      - name: supplier_onboarding_event_id
+        data_tests:
+          - not_null
+          - unique
+      - name: event_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [invited, profile_started, profile_completed, approved]
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [pending, completed, blocked]
+  - name: stg_purchase_orders
+    description: 'Purchase orders generated from approved procurement requests.'
+    columns:
+      - name: purchase_order_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [created, sent, fulfilled, cancelled]
+  - name: stg_support_tickets
+    description: 'Customer support tickets that inform account health and risk.'
+    columns:
+      - name: support_ticket_id
+        data_tests:
+          - not_null
+          - unique
+      - name: severity
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [low, medium, high, critical]
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [open, pending, solved, closed]
+  - name: stg_account_owners
+    description: 'Effective-dated ownership assignments for account health, renewals, and escalation context.'
+    columns:
+      - name: account_owner_id
+        data_tests:
+          - not_null
+          - unique
+      - name: owner_team
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [sales_ops, customer_success, finance]
+  - name: int_active_contract_arr
+    description: Active contract ARR as of 2026-03-31.
+    columns:
+      - name: contract_id
+        data_tests:
+          - not_null
+          - unique
+  - name: int_parent_account_arr_movements
+    description: Parent-account movement rollups for retention metrics.
+    columns:
+      - name: arr_movement_id
+        data_tests:
+          - not_null
+          - unique
+      - name: movement_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [new, expansion, contraction, churn, reactivation]
+      - name: is_discount_expiration_contraction
+        description: Discount expiration contraction flag used to keep discount movement separate from churn.
+  - name: int_revenue_components
+    description: Daily gross, credit, refund, and net revenue components.
+  - name: int_procurement_qualifying_actions
+    description: Non-internal, non-test requester activity for large active contracts in the golden week.
+  - name: int_activation_policy_windows
+    description: Activation cohort counts around the January 2026 policy change.
+  - name: int_customer_health_signals
+    description: Support-ticket and recent-procurement signals for customer health risk.
+  - name: mart_arr_daily
+    description: Board-prep ARR as of the metric date.
+    meta:
+      governed_metric_key: arr
+      owner_team: finance
+      notion_locator: notion://notion_page_arr_contract_reporting#arr-contract-first
+      expected_answer: expected-answer://arr_as_of_2026_03_31
+    columns:
+      - name: metric_date
+        data_tests:
+          - not_null
+          - unique
+      - name: arr_cents
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [1874200000]
+                quote: false
+  - name: mart_nrr_quarterly
+    description: Enterprise quarterly net revenue retention.
+    meta:
+      governed_metric_key: net_revenue_retention
+      owner_team: analytics
+      notion_locator: notion://notion_page_retention_policy_current#nrr-definition
+      expected_answer: expected-answer://enterprise_nrr_q1_vs_q4_breakout
+    columns:
+      - name: quarter_label
+        data_tests:
+          - not_null
+      - name: net_revenue_retention
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [1.018]
+                quote: false
+              config:
+                where: "quarter_label = '2026-Q1' and segment = 'enterprise'"
+          - accepted_values:
+              arguments:
+                values: [1.064]
+                quote: false
+              config:
+                where: "quarter_label = '2025-Q4' and segment = 'enterprise'"
+  - name: mart_retention_movement_breakout
+    description: Q1 2026 enterprise retention movement breakout.
+    meta:
+      governed_metric_key: net_revenue_retention
+      owner_team: analytics
+      notion_locator: notion://notion_page_retention_policy_current#discount-expiration-treatment
+      expected_answer: expected-answer://enterprise_expansions_q1_2026
+    columns:
+      - name: movement_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [expansion, contraction, churn]
+      - name: movement_reason
+        description: Includes discount_expiration contraction, which is not churn.
+      - name: parent_account_count
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [11]
+                quote: false
+              config:
+                where: "movement_type = 'contraction' and movement_reason = 'discount_expiration'"
+      - name: expansion_arr_cents
+        description: Expansion ARR cents for Q1 enterprise movement rows.
+  - name: mart_revenue_daily
+    description: Daily revenue mart that reconciles gross, credits, refunds, and net revenue.
+    meta:
+      governed_metric_key: net_revenue
+      owner_team: finance
+      notion_locator: notion://notion_page_revenue_reporting_policy#gross-to-net-reconciliation
+      expected_answer: expected-answer://revenue_net_vs_gross_reconciliation
+    columns:
+      - name: revenue_date
+        data_tests:
+          - not_null
+          - unique
+      - name: reconciliation_check
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [true]
+                quote: false
+      - name: net_revenue_cents
+        description: Daily net revenue in cents; February 2026 total is covered by assert_february_2026_net_revenue.
+  - name: mart_account_activity
+    description: Activation policy comparison values.
+    meta:
+      governed_metric_key: activated_accounts
+      owner_team: growth
+      notion_locator: notion://notion_page_activation_policy_decision#policy-change
+      expected_answer: expected-answer://activation_after_policy_change
+  - name: mart_procurement_activity
+    description: Weekly active requester counts for large active contracts.
+    meta:
+      governed_metric_key: weekly_active_requesters
+      owner_team: product
+      notion_locator: notion://notion_page_procurement_instrumentation#qualifying-procurement-actions
+      expected_answer: expected-answer://active_requesters_last_week_large_contracts
+    columns:
+      - name: active_requesters
+        description: Weekly active requesters for large active contracts.
+  - name: mart_customer_health
+    description: Customer-health risk mart as of 2026-03-31.
+    meta:
+      governed_metric_key: active_customers
+      owner_team: customer_success
+      notion_locator: notion://notion_page_customer_health_playbook#risk-definition
+      expected_answer: expected-answer://customer_health_risk_accounts
+    columns:
+      - name: account_id
+        data_tests:
+          - not_null
+          - unique
+      - name: risk_level
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [low, medium, high]
+  - name: mart_account_segments
+    description: Current plan, size band, and reporting segment for accounts.
+    meta:
+      governed_metric_key: segment
+      owner_team: sales_ops
+      notion_locator: notion://notion_page_sales_ops_segmentation#growth-plan-normalization
+      expected_answer: expected-answer://enterprise_nrr_q1_vs_q4_breakout
+    columns:
+      - name: account_id
+        data_tests:
+          - not_null
+          - unique
+      - name: normalized_plan_code
+        description: pro_plus is normalized to growth through plans.canonical_plan_code.

packages/cli/assets/demo/orbit/raw-sources/dbt/sources.yml

@@ -0,0 +1,48 @@
+version: 2
+
+sources:
+  - name: orbit_raw
+    schema: orbit_raw
+    tables:
+      - name: accounts
+        description: 'Customer and internal/test account records for Orbit.'
+      - name: account_hierarchy
+        description: 'Parent-child account relationships used for enterprise retention grain.'
+      - name: plans
+        description: 'Canonical and historical Orbit pricing plans.'
+      - name: contracts
+        description: 'Contract records that provide contract-first ARR for active accounts.'
+      - name: subscriptions
+        description: 'Subscription rows used when active contract ARR is not present for a covered period.'
+      - name: contract_discount_terms
+        description: 'Contract discount terms that explain Q1 2026 enterprise contraction movement.'
+      - name: arr_movements
+        description: 'ARR movement ledger used by retention and expansion marts.'
+      - name: invoices
+        description: 'Billing invoices that anchor gross revenue recognition dates.'
+      - name: invoice_line_items
+        description: 'Invoice line items used to split gross revenue, credits, seats, usage, and addons.'
+      - name: refunds
+        description: 'Refund events that reduce net revenue in the refund month.'
+      - name: plan_segment_mapping
+        description: 'Effective-dated mapping from canonical plans and size bands to reporting segments.'
+      - name: users
+        description: 'Orbit user identities shared across warehouse, Slack, Looker, Notion, and Drive artifacts.'
+      - name: activation_events
+        description: 'Account and requester activation events across the January policy change.'
+      - name: sessions
+        description: 'Product sessions used for pre-policy activation and activity exclusions.'
+      - name: purchase_requests
+        description: 'Procurement request records used for activation, requester activity, and health signals.'
+      - name: approval_events
+        description: 'Approval decisions tied to procurement requests.'
+      - name: suppliers
+        description: 'Supplier directory records associated with procurement workflow events.'
+      - name: supplier_onboarding_events
+        description: 'Supplier onboarding milestones that qualify as procurement workflow activity.'
+      - name: purchase_orders
+        description: 'Purchase orders generated from approved procurement requests.'
+      - name: support_tickets
+        description: 'Customer support tickets that inform account health and risk.'
+      - name: account_owners
+        description: 'Effective-dated ownership assignments for account health, renewals, and escalation context.'

packages/cli/assets/demo/orbit/raw-sources/notion/activation-policy-decision-record.md

@@ -0,0 +1,49 @@
+---
+page_id: notion_page_activation_policy_decision
+title: 'Activation Policy Decision Record'
+owner_person_key: leo_martin
+owner_team: growth
+owner_notion_user_id: notion_user_0003
+status: current
+created_time: 2026-01-10T14:00:00-08:00
+last_edited_time: 2026-02-18T11:10:00-08:00
+tags:
+  - growth
+  - activation
+  - policy
+related_expected_answers:
+  - activation_after_policy_change
+related_metric_keys:
+  - activated_accounts
+anchors:
+  - notion://notion_page_activation_policy_decision#policy-change
+---
+
+# Activation Policy Decision Record
+
+Owner: Leo Martin (growth)
+
+## Policy Change
+Anchor: notion://notion_page_activation_policy_decision#policy-change
+
+Before 2026-01-15, account activation means first requester login.
+
+On and after 2026-01-15, account activation means first approved purchase request plus at least three activated requesters.
+
+Activated requesters are non-internal, non-test requester users with either a qualifying session before the policy date or a qualifying procurement action after it.
+
+The governed comparison reports a 0.563 pre-policy 30-day activation rate and a 0.639 post-policy 30-day activation rate.
+
+## Pre-Change Definition
+Anchor: notion://notion_page_activation_policy_decision#pre-change-definition
+
+## Post-Change Definition
+Anchor: notion://notion_page_activation_policy_decision#post-change-definition
+
+## Dashboard Impact
+Anchor: notion://notion_page_activation_policy_decision#dashboard-impact
+
+## Related Evidence
+
+- notion://notion_page_activation_policy_decision#policy-change
+- expected-answer://activation_after_policy_change

packages/cli/assets/demo/orbit/raw-sources/notion/analyst-onboarding.md

@@ -0,0 +1,35 @@
+---
+page_id: notion_page_analyst_onboarding
+title: 'Analyst Onboarding'
+owner_person_key: maya_chen
+owner_team: analytics
+owner_notion_user_id: notion_user_0001
+status: current
+created_time: 2026-03-02T09:00:00-08:00
+last_edited_time: 2026-03-17T15:30:00-07:00
+parent_page_id: notion_page_analytics_team_handbook
+tags:
+  - analytics
+  - onboarding
+source_anchors:
+  - notion://notion_page_analyst_onboarding#first-week
+  - lookml://orbit/account_retention.view.lkml#measure=nrr
+  - slack://analytics-team/2026-03-31/1774942174.200142?thread_ts=1774942174.200142
+---
+
+# Analyst Onboarding
+
+Owner: Maya Chen (analytics)
+
+## Operating Context
+Anchor: notion://notion_page_analyst_onboarding#analyst-onboarding
+
+New analysts start with dbt://ktx_demo.mart_arr_daily and then review LookML field ownership.
+Do not answer metric questions from raw tables when lookml://orbit/account_retention.view.lkml#measure=nrr or a governed mart exists.
+Escalate unclear board-week requests in slack://analytics-team/2026-03-31/1774942174.200142?thread_ts=1774942174.200142.
+
+## Source Anchors
+
+- notion://notion_page_analyst_onboarding#first-week
+- lookml://orbit/account_retention.view.lkml#measure=nrr
+- slack://analytics-team/2026-03-31/1774942174.200142?thread_ts=1774942174.200142

packages/cli/assets/demo/orbit/raw-sources/notion/arr-and-contract-reporting-notes.md

@@ -0,0 +1,64 @@
+---
+page_id: notion_page_arr_contract_reporting
+title: 'ARR and Contract Reporting Notes'
+owner_person_key: rina_patel
+owner_team: finance
+owner_notion_user_id: notion_user_0002
+status: current
+created_time: 2025-11-20T10:30:00-08:00
+last_edited_time: 2026-03-26T15:05:00-07:00
+tags:
+  - finance
+  - arr
+  - contracts
+related_expected_answers:
+  - arr_as_of_2026_03_31
+  - active_requesters_last_week_large_contracts
+related_metric_keys:
+  - arr
+  - contract_arr_band
+anchors:
+  - notion://notion_page_arr_contract_reporting#arr-contract-first
+  - notion://notion_page_arr_contract_reporting#contract-arr-band
+---
+
+# ARR and Contract Reporting Notes
+
+Owner: Rina Patel (finance)
+
+## ARR Contract First
+Anchor: notion://notion_page_arr_contract_reporting#arr-contract-first
+
+ARR uses active contract_arr_cents first when a contract covers the account and metric date.
+
+Recurring subscription MRR is annualized only for account periods without active contract ARR.
+
+Contract ARR banding uses active contract ARR as of 2026-03-31, including the contracts over 20000000 cents threshold.
+
+Booked ARR is not active ARR, and internal or test accounts are excluded from board reporting.
+
+## Contract ARR Band
+Anchor: notion://notion_page_arr_contract_reporting#contract-arr-band
+
+ARR uses active contract_arr_cents first when a contract covers the account and metric date.
+
+Recurring subscription MRR is annualized only for account periods without active contract ARR.
+
+Contract ARR banding uses active contract ARR as of 2026-03-31, including the contracts over 20000000 cents threshold.
+
+## Booked ARR vs Active ARR
+Anchor: notion://notion_page_arr_contract_reporting#booked-arr-vs-active-arr
+
+Booked ARR is not active ARR, and internal or test accounts are excluded from board reporting.
+
+## Internal and Test Exclusions
+Anchor: notion://notion_page_arr_contract_reporting#internal-and-test-exclusions
+
+Booked ARR is not active ARR, and internal or test accounts are excluded from board reporting.
+
+## Related Evidence
+
+- notion://notion_page_arr_contract_reporting#arr-contract-first
+- notion://notion_page_arr_contract_reporting#contract-arr-band
+- expected-answer://arr_as_of_2026_03_31
+- expected-answer://active_requesters_last_week_large_contracts

packages/cli/assets/demo/orbit/raw-sources/notion/customer-health-playbook.md

@@ -0,0 +1,55 @@
+---
+page_id: notion_page_customer_health_playbook
+title: 'Customer Health Playbook'
+owner_person_key: priya_shah
+owner_team: customer_success
+owner_notion_user_id: notion_user_0005
+status: current
+created_time: 2026-02-03T13:45:00-08:00
+last_edited_time: 2026-03-27T14:50:00-07:00
+tags:
+  - customer-success
+  - health
+  - risk
+related_expected_answers:
+  - customer_health_risk_accounts
+related_metric_keys:
+  - active_customers
+anchors:
+  - notion://notion_page_customer_health_playbook#risk-definition
+---
+
+# Customer Health Playbook
+
+Owner: Priya Shah (customer_success)
+
+## Risk Definition
+Anchor: notion://notion_page_customer_health_playbook#risk-definition
+
+Customer health combines support ticket severity and recent requisition or approval usage.
+
+Active customers must have an active paid subscription and at least one qualifying procurement action in the trailing 30-day window.
+
+High-risk accounts are reviewed for renewal action when severe open tickets coincide with falling workflow activity.
+
+As of 2026-03-31 the governed customer-health mart reports 9 high-risk accounts.
+
+## Support Signals
+Anchor: notion://notion_page_customer_health_playbook#support-signals
+
+Customer health combines support ticket severity and recent requisition or approval usage.
+
+## Procurement Activity Signals
+Anchor: notion://notion_page_customer_health_playbook#procurement-activity-signals
+
+Active customers must have an active paid subscription and at least one qualifying procurement action in the trailing 30-day window.
+
+## Renewal Review
+Anchor: notion://notion_page_customer_health_playbook#renewal-review
+
+High-risk accounts are reviewed for renewal action when severe open tickets coincide with falling workflow activity.
+
+## Related Evidence
+
+- notion://notion_page_customer_health_playbook#risk-definition
+- expected-answer://customer_health_risk_accounts

packages/cli/assets/demo/orbit/raw-sources/notion/retention-and-nrr-definition-notes.md

@@ -0,0 +1,58 @@
+---
+page_id: notion_page_retention_policy_current
+title: 'Retention and NRR Definition Notes'
+owner_person_key: maya_chen
+owner_team: analytics
+owner_notion_user_id: notion_user_0001
+status: current
+created_time: 2026-01-08T10:00:00-08:00
+last_edited_time: 2026-03-30T16:40:00-07:00
+tags:
+  - analytics
+  - retention
+  - board-reporting
+related_expected_answers:
+  - enterprise_nrr_q1_vs_q4_breakout
+  - enterprise_expansions_q1_2026
+related_metric_keys:
+  - net_revenue_retention
+  - segment
+anchors:
+  - notion://notion_page_retention_policy_current#nrr-definition
+  - notion://notion_page_retention_policy_current#discount-expiration-treatment
+---
+
+# Retention and NRR Definition Notes
+
+Owner: Maya Chen (analytics)
+
+## NRR Definition
+Anchor: notion://notion_page_retention_policy_current#nrr-definition
+
+Enterprise NRR is calculated as (starting_arr + expansion_arr - contraction_arr - churned_arr) / starting_arr.
+
+Movement classification happens after child accounts roll up to parent_account_id.
+
+Reactivations within 30 days are excluded from NRR movement components and kept in audit columns.
+
+Q1 2026 discount expiration is contraction, not churn; the board-prep view calls out 11 enterprise parent accounts.
+
+## Parent-Account Grain
+Anchor: notion://notion_page_retention_policy_current#parent-account-grain
+
+## Reactivation Exclusion
+Anchor: notion://notion_page_retention_policy_current#reactivation-exclusion
+
+Reactivations within 30 days are excluded from NRR movement components and kept in audit columns.
+
+## Discount Expiration Treatment
+Anchor: notion://notion_page_retention_policy_current#discount-expiration-treatment
+
+Q1 2026 discount expiration is contraction, not churn; the board-prep view calls out 11 enterprise parent accounts.
+
+## Related Evidence
+
+- notion://notion_page_retention_policy_current#nrr-definition
+- notion://notion_page_retention_policy_current#discount-expiration-treatment
+- expected-answer://enterprise_nrr_q1_vs_q4_breakout
+- expected-answer://enterprise_expansions_q1_2026

packages/cli/assets/demo/orbit/raw-sources/notion/revenue-reporting-policy.md

@@ -0,0 +1,64 @@
+---
+page_id: notion_page_revenue_reporting_policy
+title: 'Revenue Reporting Policy'
+owner_person_key: rina_patel
+owner_team: finance
+owner_notion_user_id: notion_user_0002
+status: current
+created_time: 2025-12-12T09:30:00-08:00
+last_edited_time: 2026-03-28T13:15:00-07:00
+tags:
+  - finance
+  - revenue
+  - board-reporting
+related_expected_answers:
+  - revenue_net_vs_gross_reconciliation
+related_metric_keys:
+  - gross_revenue
+  - net_revenue
+anchors:
+  - notion://notion_page_revenue_reporting_policy#gross-revenue
+  - notion://notion_page_revenue_reporting_policy#gross-to-net-reconciliation
+---
+
+# Revenue Reporting Policy
+
+Owner: Rina Patel (finance)
+
+## Gross Revenue
+Anchor: notion://notion_page_revenue_reporting_policy#gross-revenue
+
+Gross revenue includes paid subscription, seat, usage, and addon invoice line items recognized on invoices.paid_at.
+
+Credit line items are negative in raw invoice lines and reported as absolute credits.
+
+Successful refunds reduce net revenue in the refund month based on refunds.refunded_at.
+
+For February 2026 the governed reconciliation is gross revenue 213000000 cents, credits 13400000 cents, refunds 31200000 cents, and net revenue 168400000 cents.
+
+## Credits
+Anchor: notion://notion_page_revenue_reporting_policy#credits
+
+Credit line items are negative in raw invoice lines and reported as absolute credits.
+
+For February 2026 the governed reconciliation is gross revenue 213000000 cents, credits 13400000 cents, refunds 31200000 cents, and net revenue 168400000 cents.
+
+## Refunds
+Anchor: notion://notion_page_revenue_reporting_policy#refunds
+
+Successful refunds reduce net revenue in the refund month based on refunds.refunded_at.
+
+For February 2026 the governed reconciliation is gross revenue 213000000 cents, credits 13400000 cents, refunds 31200000 cents, and net revenue 168400000 cents.
+
+## Gross To Net Reconciliation
+Anchor: notion://notion_page_revenue_reporting_policy#gross-to-net-reconciliation
+
+Gross revenue includes paid subscription, seat, usage, and addon invoice line items recognized on invoices.paid_at.
+
+For February 2026 the governed reconciliation is gross revenue 213000000 cents, credits 13400000 cents, refunds 31200000 cents, and net revenue 168400000 cents.
+
+## Related Evidence
+
+- notion://notion_page_revenue_reporting_policy#gross-revenue
+- notion://notion_page_revenue_reporting_policy#gross-to-net-reconciliation
+- expected-answer://revenue_net_vs_gross_reconciliation

packages/cli/assets/demo/orbit/raw-sources/notion/sales-ops-segmentation-guide.md

@@ -0,0 +1,58 @@
+---
+page_id: notion_page_sales_ops_segmentation
+title: 'Sales Ops Segmentation Guide'
+owner_person_key: jordan_lee
+owner_team: sales_ops
+owner_notion_user_id: notion_user_0004
+status: current
+created_time: 2025-10-03T09:00:00-07:00
+last_edited_time: 2026-03-25T10:35:00-07:00
+tags:
+  - sales-ops
+  - segmentation
+  - plans
+related_expected_answers:
+  - enterprise_nrr_q1_vs_q4_breakout
+  - enterprise_expansions_q1_2026
+related_metric_keys:
+  - segment
+  - net_revenue_retention
+anchors:
+  - notion://notion_page_sales_ops_segmentation#growth-plan-normalization
+---
+
+# Sales Ops Segmentation Guide
+
+Owner: Jordan Lee (sales_ops)
+
+## Growth Plan Normalization
+Anchor: notion://notion_page_sales_ops_segmentation#growth-plan-normalization
+
+The current plan language is starter, growth, and enterprise.
+
+Raw historical pro_plus values normalize to growth for current artifacts after 2025-10-01.
+
+Retention cohort membership is evaluated at quarter start unless the golden question states another as-of date.
+
+Segment membership changes are bridge items and are not silently classified as expansion or churn.
+
+## Segment Membership
+Anchor: notion://notion_page_sales_ops_segmentation#segment-membership
+
+Segment membership changes are bridge items and are not silently classified as expansion or churn.
+
+## Quarter Start Cohorts
+Anchor: notion://notion_page_sales_ops_segmentation#quarter-start-cohorts
+
+Retention cohort membership is evaluated at quarter start unless the golden question states another as-of date.
+
+## Historical Plan Alias
+Anchor: notion://notion_page_sales_ops_segmentation#historical-plan-alias
+
+Raw historical pro_plus values normalize to growth for current artifacts after 2025-10-01.
+
+## Related Evidence
+
+- notion://notion_page_sales_ops_segmentation#growth-plan-normalization
+- expected-answer://enterprise_nrr_q1_vs_q4_breakout
+- expected-answer://enterprise_expansions_q1_2026

packages/cli/assets/demo/orbit/raw-sources/notion/support-escalation-runbook.md

@@ -0,0 +1,38 @@
+---
+page_id: notion_page_support_escalation_runbook
+title: 'Support Escalation Runbook'
+owner_person_key: priya_shah
+owner_team: customer_success
+owner_notion_user_id: notion_user_0005
+status: current
+created_time: 2026-03-06T09:00:00-08:00
+last_edited_time: 2026-03-21T15:30:00-07:00
+parent_page_id: notion_page_customer_health_playbook
+tags:
+  - customer-success
+  - support
+  - risk
+source_anchors:
+  - notion://notion_page_support_escalation_runbook#triage
+  - looker://dashboard/dash_customer_health_risk
+  - drive://drive_file_customer_health_scorecard_q1#high-risk-accounts
+  - slack://customer-success/2026-03-31/1774976400.000100?thread_ts=1774976400.000100
+---
+
+# Support Escalation Runbook
+
+Owner: Priya Shah (customer_success)
+
+## Operating Context
+Anchor: notion://notion_page_support_escalation_runbook#support-escalation-runbook
+
+High-risk review combines open support tickets with recent requisition and approval activity drops.
+Use looker://dashboard/dash_customer_health_risk for the list and drive://drive_file_customer_health_scorecard_q1#high-risk-accounts for the scorecard.
+Escalations are coordinated in slack://customer-success/2026-03-31/1774976400.000100?thread_ts=1774976400.000100.
+
+## Source Anchors
+
+- notion://notion_page_support_escalation_runbook#triage
+- looker://dashboard/dash_customer_health_risk
+- drive://drive_file_customer_health_scorecard_q1#high-risk-accounts
+- slack://customer-success/2026-03-31/1774976400.000100?thread_ts=1774976400.000100

packages/cli/assets/demo/orbit/raw-sources/warehouse/accounts.csv

@@ -0,0 +1,211 @@
+account_id,parent_account_id,account_name,domain,industry,sales_region,size_band,lifecycle_status,is_internal,is_test,created_at
+acct_0001,parent_0001,Orbit Customer 001,customer-001.example.com,software,na,enterprise,active,false,false,2025-01-01T00:00:00Z
+acct_0002,parent_0002,Orbit Customer 002,customer-002.example.com,manufacturing,emea,enterprise,active,false,false,2025-02-02T00:00:00Z
+acct_0003,parent_0003,Orbit Customer 003,customer-003.example.com,healthcare,apac,enterprise,active,false,false,2025-03-03T00:00:00Z
+acct_0004,parent_0004,Orbit Customer 004,customer-004.example.com,financial_services,na,enterprise,active,false,false,2025-04-04T00:00:00Z
+acct_0005,parent_0005,Orbit Customer 005,customer-005.example.com,retail,emea,enterprise,active,false,false,2025-05-05T00:00:00Z
+acct_0006,parent_0006,Orbit Customer 006,customer-006.example.com,software,apac,enterprise,active,false,false,2025-06-06T00:00:00Z
+acct_0007,parent_0007,Orbit Customer 007,customer-007.example.com,manufacturing,na,enterprise,active,false,false,2025-07-07T00:00:00Z
+acct_0008,parent_0008,Orbit Customer 008,customer-008.example.com,healthcare,emea,enterprise,active,false,false,2025-08-08T00:00:00Z
+acct_0009,parent_0009,Orbit Customer 009,customer-009.example.com,financial_services,apac,enterprise,active,false,false,2025-09-09T00:00:00Z
+acct_0010,parent_0010,Orbit Customer 010,customer-010.example.com,retail,na,enterprise,active,false,false,2025-10-10T00:00:00Z
+acct_0011,parent_0011,Orbit Customer 011,customer-011.example.com,software,emea,enterprise,active,false,false,2025-11-11T00:00:00Z
+acct_0012,parent_0012,Orbit Customer 012,customer-012.example.com,manufacturing,apac,enterprise,active,false,false,2025-12-12T00:00:00Z
+acct_0013,parent_0013,Orbit Customer 013,customer-013.example.com,healthcare,na,enterprise,active,false,false,2025-01-13T00:00:00Z
+acct_0014,parent_0014,Orbit Customer 014,customer-014.example.com,financial_services,emea,enterprise,active,false,false,2025-02-14T00:00:00Z
+acct_0015,parent_0015,Orbit Customer 015,customer-015.example.com,retail,apac,enterprise,active,false,false,2025-03-15T00:00:00Z
+acct_0016,parent_0016,Orbit Customer 016,customer-016.example.com,software,na,enterprise,active,false,false,2025-04-16T00:00:00Z
+acct_0017,parent_0017,Orbit Customer 017,customer-017.example.com,manufacturing,emea,enterprise,active,false,false,2025-05-17T00:00:00Z
+acct_0018,parent_0018,Orbit Customer 018,customer-018.example.com,healthcare,apac,enterprise,active,false,false,2025-06-18T00:00:00Z
+acct_0019,parent_0019,Orbit Customer 019,customer-019.example.com,financial_services,na,enterprise,active,false,false,2025-07-19T00:00:00Z
+acct_0020,parent_0020,Orbit Customer 020,customer-020.example.com,retail,emea,enterprise,active,false,false,2025-08-20T00:00:00Z
+acct_0021,parent_0021,Orbit Customer 021,customer-021.example.com,software,apac,enterprise,active,false,false,2025-09-21T00:00:00Z
+acct_0022,parent_0022,Orbit Customer 022,customer-022.example.com,manufacturing,na,enterprise,active,false,false,2025-10-22T00:00:00Z
+acct_0023,parent_0023,Orbit Customer 023,customer-023.example.com,healthcare,emea,enterprise,active,false,false,2025-11-23T00:00:00Z
+acct_0024,parent_0024,Orbit Customer 024,customer-024.example.com,financial_services,apac,enterprise,active,false,false,2025-12-24T00:00:00Z
+acct_0025,parent_0025,Orbit Customer 025,customer-025.example.com,retail,na,enterprise,active,false,false,2025-01-25T00:00:00Z
+acct_0026,parent_0026,Orbit Customer 026,customer-026.example.com,software,emea,enterprise,active,false,false,2025-02-26T00:00:00Z
+acct_0027,parent_0027,Orbit Customer 027,customer-027.example.com,manufacturing,apac,enterprise,active,false,false,2025-03-27T00:00:00Z
+acct_0028,parent_0028,Orbit Customer 028,customer-028.example.com,healthcare,na,enterprise,active,false,false,2025-04-28T00:00:00Z
+acct_0029,parent_0029,Orbit Customer 029,customer-029.example.com,financial_services,emea,enterprise,active,false,false,2025-05-01T00:00:00Z
+acct_0030,parent_0030,Orbit Customer 030,customer-030.example.com,retail,apac,enterprise,active,false,false,2025-06-02T00:00:00Z
+acct_0031,parent_0031,Orbit Customer 031,customer-031.example.com,software,na,enterprise,active,false,false,2025-07-03T00:00:00Z
+acct_0032,parent_0032,Orbit Customer 032,customer-032.example.com,manufacturing,emea,enterprise,active,false,false,2025-08-04T00:00:00Z
+acct_0033,parent_0033,Orbit Customer 033,customer-033.example.com,healthcare,apac,enterprise,active,false,false,2025-09-05T00:00:00Z
+acct_0034,parent_0034,Orbit Customer 034,customer-034.example.com,financial_services,na,enterprise,active,false,false,2025-10-06T00:00:00Z
+acct_0035,parent_0035,Orbit Customer 035,customer-035.example.com,retail,emea,enterprise,active,false,false,2025-11-07T00:00:00Z
+acct_0036,parent_0036,Orbit Customer 036,customer-036.example.com,software,apac,enterprise,active,false,false,2025-12-08T00:00:00Z
+acct_0037,parent_0037,Orbit Customer 037,customer-037.example.com,manufacturing,na,enterprise,active,false,false,2025-01-09T00:00:00Z
+acct_0038,parent_0038,Orbit Customer 038,customer-038.example.com,healthcare,emea,enterprise,active,false,false,2025-02-10T00:00:00Z
+acct_0039,parent_0039,Orbit Customer 039,customer-039.example.com,financial_services,apac,enterprise,active,false,false,2025-03-11T00:00:00Z
+acct_0040,parent_0040,Orbit Customer 040,customer-040.example.com,retail,na,enterprise,active,false,false,2025-04-12T00:00:00Z
+acct_0041,parent_0041,Orbit Customer 041,customer-041.example.com,software,emea,enterprise,active,false,false,2025-05-13T00:00:00Z
+acct_0042,parent_0042,Orbit Customer 042,customer-042.example.com,manufacturing,apac,enterprise,active,false,false,2025-06-14T00:00:00Z
+acct_0043,parent_0043,Orbit Customer 043,customer-043.example.com,healthcare,na,enterprise,active,false,false,2025-07-15T00:00:00Z
+acct_0044,parent_0044,Orbit Customer 044,customer-044.example.com,financial_services,emea,enterprise,active,false,false,2025-08-16T00:00:00Z
+acct_0045,parent_0045,Orbit Customer 045,customer-045.example.com,retail,apac,enterprise,active,false,false,2025-09-17T00:00:00Z
+acct_0046,parent_0046,Orbit Customer 046,customer-046.example.com,software,na,enterprise,active,false,false,2025-10-18T00:00:00Z
+acct_0047,parent_0047,Orbit Customer 047,customer-047.example.com,manufacturing,emea,enterprise,active,false,false,2025-11-19T00:00:00Z
+acct_0048,parent_0048,Orbit Customer 048,customer-048.example.com,healthcare,apac,enterprise,active,false,false,2025-12-20T00:00:00Z
+acct_0049,parent_0049,Orbit Customer 049,customer-049.example.com,financial_services,na,enterprise,active,false,false,2025-01-21T00:00:00Z
+acct_0050,parent_0050,Orbit Customer 050,customer-050.example.com,retail,emea,enterprise,active,false,false,2025-02-22T00:00:00Z
+acct_0051,parent_0051,Orbit Customer 051,customer-051.example.com,software,apac,enterprise,active,false,false,2025-03-23T00:00:00Z
+acct_0052,parent_0052,Orbit Customer 052,customer-052.example.com,manufacturing,na,enterprise,active,false,false,2025-04-24T00:00:00Z
+acct_0053,parent_0053,Orbit Customer 053,customer-053.example.com,healthcare,emea,enterprise,active,false,false,2025-05-25T00:00:00Z
+acct_0054,parent_0054,Orbit Customer 054,customer-054.example.com,financial_services,apac,enterprise,active,false,false,2025-06-26T00:00:00Z
+acct_0055,parent_0055,Orbit Customer 055,customer-055.example.com,retail,na,enterprise,active,false,false,2025-07-27T00:00:00Z
+acct_0056,parent_0056,Orbit Customer 056,customer-056.example.com,software,emea,enterprise,active,false,false,2025-08-28T00:00:00Z
+acct_0057,parent_0057,Orbit Customer 057,customer-057.example.com,manufacturing,apac,enterprise,active,false,false,2025-09-01T00:00:00Z
+acct_0058,parent_0058,Orbit Customer 058,customer-058.example.com,healthcare,na,enterprise,active,false,false,2025-10-02T00:00:00Z
+acct_0059,parent_0059,Orbit Customer 059,customer-059.example.com,financial_services,emea,enterprise,active,false,false,2025-11-03T00:00:00Z
+acct_0060,parent_0060,Orbit Customer 060,customer-060.example.com,retail,apac,enterprise,active,false,false,2025-12-04T00:00:00Z
+acct_0061,parent_0061,Orbit Customer 061,customer-061.example.com,software,na,enterprise,active,false,false,2025-01-05T00:00:00Z
+acct_0062,parent_0062,Orbit Customer 062,customer-062.example.com,manufacturing,emea,enterprise,active,false,false,2025-02-06T00:00:00Z
+acct_0063,parent_0063,Orbit Customer 063,customer-063.example.com,healthcare,apac,enterprise,active,false,false,2025-03-07T00:00:00Z
+acct_0064,parent_0064,Orbit Customer 064,customer-064.example.com,financial_services,na,enterprise,active,false,false,2025-04-08T00:00:00Z
+acct_0065,parent_0065,Orbit Customer 065,customer-065.example.com,retail,emea,enterprise,active,false,false,2025-05-09T00:00:00Z
+acct_0066,parent_0066,Orbit Customer 066,customer-066.example.com,software,apac,enterprise,active,false,false,2025-06-10T00:00:00Z
+acct_0067,parent_0067,Orbit Customer 067,customer-067.example.com,manufacturing,na,enterprise,active,false,false,2025-07-11T00:00:00Z
+acct_0068,parent_0068,Orbit Customer 068,customer-068.example.com,healthcare,emea,enterprise,active,false,false,2025-08-12T00:00:00Z
+acct_0069,parent_0069,Orbit Customer 069,customer-069.example.com,financial_services,apac,enterprise,active,false,false,2025-09-13T00:00:00Z
+acct_0070,parent_0070,Orbit Customer 070,customer-070.example.com,retail,na,enterprise,active,false,false,2025-10-14T00:00:00Z
+acct_0071,parent_0071,Orbit Customer 071,customer-071.example.com,software,emea,enterprise,active,false,false,2025-11-15T00:00:00Z
+acct_0072,parent_0072,Orbit Customer 072,customer-072.example.com,manufacturing,apac,enterprise,active,false,false,2025-12-16T00:00:00Z
+acct_0073,parent_0073,Orbit Customer 073,customer-073.example.com,healthcare,na,enterprise,active,false,false,2025-01-17T00:00:00Z
+acct_0074,parent_0074,Orbit Customer 074,customer-074.example.com,financial_services,emea,enterprise,active,false,false,2025-02-18T00:00:00Z
+acct_0075,parent_0075,Orbit Customer 075,customer-075.example.com,retail,apac,enterprise,active,false,false,2025-03-19T00:00:00Z
+acct_0076,parent_0076,Orbit Customer 076,customer-076.example.com,software,na,enterprise,active,false,false,2025-04-20T00:00:00Z
+acct_0077,parent_0077,Orbit Customer 077,customer-077.example.com,manufacturing,emea,enterprise,active,false,false,2025-05-21T00:00:00Z
+acct_0078,parent_0078,Orbit Customer 078,customer-078.example.com,healthcare,apac,enterprise,active,false,false,2025-06-22T00:00:00Z
+acct_0079,parent_0079,Orbit Customer 079,customer-079.example.com,financial_services,na,enterprise,active,false,false,2025-07-23T00:00:00Z
+acct_0080,parent_0080,Orbit Customer 080,customer-080.example.com,retail,emea,enterprise,active,false,false,2025-08-24T00:00:00Z
+acct_0081,parent_0081,Orbit Customer 081,customer-081.example.com,software,apac,mid_market,active,false,false,2025-09-25T00:00:00Z
+acct_0082,parent_0082,Orbit Customer 082,customer-082.example.com,manufacturing,na,mid_market,active,false,false,2025-10-26T00:00:00Z
+acct_0083,parent_0083,Orbit Customer 083,customer-083.example.com,healthcare,emea,mid_market,active,false,false,2025-11-27T00:00:00Z
+acct_0084,parent_0084,Orbit Customer 084,customer-084.example.com,financial_services,apac,mid_market,active,false,false,2025-12-28T00:00:00Z
+acct_0085,parent_0085,Orbit Customer 085,customer-085.example.com,retail,na,mid_market,active,false,false,2025-01-01T00:00:00Z
+acct_0086,parent_0086,Orbit Customer 086,customer-086.example.com,software,emea,mid_market,active,false,false,2025-02-02T00:00:00Z
+acct_0087,parent_0087,Orbit Customer 087,customer-087.example.com,manufacturing,apac,mid_market,active,false,false,2025-03-03T00:00:00Z
+acct_0088,parent_0088,Orbit Customer 088,customer-088.example.com,healthcare,na,mid_market,active,false,false,2025-04-04T00:00:00Z
+acct_0089,parent_0089,Orbit Customer 089,customer-089.example.com,financial_services,emea,mid_market,active,false,false,2025-05-05T00:00:00Z
+acct_0090,parent_0090,Orbit Customer 090,customer-090.example.com,retail,apac,mid_market,active,false,false,2025-06-06T00:00:00Z
+acct_0091,parent_0091,Orbit Customer 091,customer-091.example.com,software,na,mid_market,active,false,false,2025-07-07T00:00:00Z
+acct_0092,parent_0092,Orbit Customer 092,customer-092.example.com,manufacturing,emea,mid_market,active,false,false,2025-08-08T00:00:00Z
+acct_0093,parent_0093,Orbit Customer 093,customer-093.example.com,healthcare,apac,mid_market,active,false,false,2025-09-09T00:00:00Z
+acct_0094,parent_0094,Orbit Customer 094,customer-094.example.com,financial_services,na,mid_market,active,false,false,2025-10-10T00:00:00Z
+acct_0095,parent_0095,Orbit Customer 095,customer-095.example.com,retail,emea,mid_market,active,false,false,2025-11-11T00:00:00Z
+acct_0096,parent_0096,Orbit Customer 096,customer-096.example.com,software,apac,mid_market,active,false,false,2025-12-12T00:00:00Z
+acct_0097,parent_0097,Orbit Customer 097,customer-097.example.com,manufacturing,na,mid_market,active,false,false,2025-01-13T00:00:00Z
+acct_0098,parent_0098,Orbit Customer 098,customer-098.example.com,healthcare,emea,mid_market,active,false,false,2025-02-14T00:00:00Z
+acct_0099,parent_0099,Orbit Customer 099,customer-099.example.com,financial_services,apac,mid_market,active,false,false,2025-03-15T00:00:00Z
+acct_0100,parent_0100,Orbit Customer 100,customer-100.example.com,retail,na,mid_market,active,false,false,2025-04-16T00:00:00Z
+acct_0101,parent_0101,Orbit Customer 101,customer-101.example.com,software,emea,mid_market,active,false,false,2025-05-17T00:00:00Z
+acct_0102,parent_0102,Orbit Customer 102,customer-102.example.com,manufacturing,apac,mid_market,active,false,false,2025-06-18T00:00:00Z
+acct_0103,parent_0103,Orbit Customer 103,customer-103.example.com,healthcare,na,mid_market,active,false,false,2025-07-19T00:00:00Z
+acct_0104,parent_0104,Orbit Customer 104,customer-104.example.com,financial_services,emea,mid_market,active,false,false,2025-08-20T00:00:00Z
+acct_0105,parent_0105,Orbit Customer 105,customer-105.example.com,retail,apac,mid_market,active,false,false,2025-09-21T00:00:00Z
+acct_0106,parent_0106,Orbit Customer 106,customer-106.example.com,software,na,mid_market,active,false,false,2025-10-22T00:00:00Z
+acct_0107,parent_0107,Orbit Customer 107,customer-107.example.com,manufacturing,emea,mid_market,active,false,false,2025-11-23T00:00:00Z
+acct_0108,parent_0108,Orbit Customer 108,customer-108.example.com,healthcare,apac,mid_market,active,false,false,2025-12-24T00:00:00Z
+acct_0109,parent_0109,Orbit Customer 109,customer-109.example.com,financial_services,na,mid_market,active,false,false,2025-01-25T00:00:00Z
+acct_0110,parent_0110,Orbit Customer 110,customer-110.example.com,retail,emea,mid_market,active,false,false,2025-02-26T00:00:00Z
+acct_0111,parent_0111,Orbit Customer 111,customer-111.example.com,software,apac,mid_market,active,false,false,2025-03-27T00:00:00Z
+acct_0112,parent_0112,Orbit Customer 112,customer-112.example.com,manufacturing,na,mid_market,active,false,false,2025-04-28T00:00:00Z
+acct_0113,parent_0113,Orbit Customer 113,customer-113.example.com,healthcare,emea,mid_market,active,false,false,2025-05-01T00:00:00Z
+acct_0114,parent_0114,Orbit Customer 114,customer-114.example.com,financial_services,apac,mid_market,active,false,false,2025-06-02T00:00:00Z
+acct_0115,parent_0115,Orbit Customer 115,customer-115.example.com,retail,na,mid_market,active,false,false,2025-07-03T00:00:00Z
+acct_0116,parent_0116,Orbit Customer 116,customer-116.example.com,software,emea,mid_market,active,false,false,2025-08-04T00:00:00Z
+acct_0117,parent_0117,Orbit Customer 117,customer-117.example.com,manufacturing,apac,mid_market,active,false,false,2025-09-05T00:00:00Z
+acct_0118,parent_0118,Orbit Customer 118,customer-118.example.com,healthcare,na,mid_market,active,false,false,2025-10-06T00:00:00Z
+acct_0119,parent_0119,Orbit Customer 119,customer-119.example.com,financial_services,emea,mid_market,active,false,false,2025-11-07T00:00:00Z
+acct_0120,parent_0120,Orbit Customer 120,customer-120.example.com,retail,apac,mid_market,active,false,false,2025-12-08T00:00:00Z
+acct_0121,parent_0121,Orbit Customer 121,customer-121.example.com,software,na,mid_market,active,false,false,2025-01-09T00:00:00Z
+acct_0122,parent_0122,Orbit Customer 122,customer-122.example.com,manufacturing,emea,mid_market,active,false,false,2025-02-10T00:00:00Z
+acct_0123,parent_0123,Orbit Customer 123,customer-123.example.com,healthcare,apac,mid_market,active,false,false,2025-03-11T00:00:00Z
+acct_0124,parent_0124,Orbit Customer 124,customer-124.example.com,financial_services,na,mid_market,active,false,false,2025-04-12T00:00:00Z
+acct_0125,parent_0125,Orbit Customer 125,customer-125.example.com,retail,emea,mid_market,active,false,false,2025-05-13T00:00:00Z
+acct_0126,parent_0126,Orbit Customer 126,customer-126.example.com,software,apac,mid_market,active,false,false,2025-06-14T00:00:00Z
+acct_0127,parent_0127,Orbit Customer 127,customer-127.example.com,manufacturing,na,mid_market,active,false,false,2025-07-15T00:00:00Z
+acct_0128,parent_0128,Orbit Customer 128,customer-128.example.com,healthcare,emea,mid_market,active,false,false,2025-08-16T00:00:00Z
+acct_0129,parent_0129,Orbit Customer 129,customer-129.example.com,financial_services,apac,mid_market,active,false,false,2025-09-17T00:00:00Z
+acct_0130,parent_0130,Orbit Customer 130,customer-130.example.com,retail,na,mid_market,active,false,false,2025-10-18T00:00:00Z
+acct_0131,parent_0131,Orbit Customer 131,customer-131.example.com,software,emea,mid_market,active,false,false,2025-11-19T00:00:00Z
+acct_0132,parent_0132,Orbit Customer 132,customer-132.example.com,manufacturing,apac,mid_market,active,false,false,2025-12-20T00:00:00Z
+acct_0133,parent_0001,Orbit Customer 133,customer-133.example.com,healthcare,na,mid_market,active,false,false,2025-01-21T00:00:00Z
+acct_0134,parent_0002,Orbit Customer 134,customer-134.example.com,financial_services,emea,mid_market,active,false,false,2025-02-22T00:00:00Z
+acct_0135,parent_0003,Orbit Customer 135,customer-135.example.com,retail,apac,mid_market,active,false,false,2025-03-23T00:00:00Z
+acct_0136,parent_0004,Orbit Customer 136,customer-136.example.com,software,na,mid_market,active,false,false,2025-04-24T00:00:00Z
+acct_0137,parent_0005,Orbit Customer 137,customer-137.example.com,manufacturing,emea,mid_market,active,false,false,2025-05-25T00:00:00Z
+acct_0138,parent_0006,Orbit Customer 138,customer-138.example.com,healthcare,apac,mid_market,active,false,false,2025-06-26T00:00:00Z
+acct_0139,parent_0007,Orbit Customer 139,customer-139.example.com,financial_services,na,mid_market,active,false,false,2025-07-27T00:00:00Z
+acct_0140,parent_0008,Orbit Customer 140,customer-140.example.com,retail,emea,mid_market,active,false,false,2025-08-28T00:00:00Z
+acct_0141,parent_0009,Orbit Customer 141,customer-141.example.com,software,apac,mid_market,active,false,false,2025-09-01T00:00:00Z
+acct_0142,parent_0010,Orbit Customer 142,customer-142.example.com,manufacturing,na,mid_market,active,false,false,2025-10-02T00:00:00Z
+acct_0143,parent_0011,Orbit Customer 143,customer-143.example.com,healthcare,emea,mid_market,active,false,false,2025-11-03T00:00:00Z
+acct_0144,parent_0012,Orbit Customer 144,customer-144.example.com,financial_services,apac,mid_market,active,false,false,2025-12-04T00:00:00Z
+acct_0145,parent_0013,Orbit Customer 145,customer-145.example.com,retail,na,mid_market,active,false,false,2025-01-05T00:00:00Z
+acct_0146,parent_0014,Orbit Customer 146,customer-146.example.com,software,emea,mid_market,active,false,false,2025-02-06T00:00:00Z
+acct_0147,parent_0015,Orbit Customer 147,customer-147.example.com,manufacturing,apac,mid_market,active,false,false,2025-03-07T00:00:00Z
+acct_0148,parent_0016,Orbit Customer 148,customer-148.example.com,healthcare,na,mid_market,active,false,false,2025-04-08T00:00:00Z
+acct_0149,parent_0017,Orbit Customer 149,customer-149.example.com,financial_services,emea,mid_market,active,false,false,2025-05-09T00:00:00Z
+acct_0150,parent_0018,Orbit Customer 150,customer-150.example.com,retail,apac,mid_market,active,false,false,2025-06-10T00:00:00Z
+acct_0151,parent_0019,Orbit Customer 151,customer-151.example.com,software,na,smb,active,false,false,2025-07-11T00:00:00Z
+acct_0152,parent_0020,Orbit Customer 152,customer-152.example.com,manufacturing,emea,smb,active,false,false,2025-08-12T00:00:00Z
+acct_0153,parent_0021,Orbit Customer 153,customer-153.example.com,healthcare,apac,smb,active,false,false,2025-09-13T00:00:00Z
+acct_0154,parent_0022,Orbit Customer 154,customer-154.example.com,financial_services,na,smb,active,false,false,2025-10-14T00:00:00Z
+acct_0155,parent_0023,Orbit Customer 155,customer-155.example.com,retail,emea,smb,active,false,false,2025-11-15T00:00:00Z
+acct_0156,parent_0024,Orbit Customer 156,customer-156.example.com,software,apac,smb,active,false,false,2025-12-16T00:00:00Z
+acct_0157,parent_0025,Orbit Customer 157,customer-157.example.com,manufacturing,na,smb,active,false,false,2025-01-17T00:00:00Z
+acct_0158,parent_0026,Orbit Customer 158,customer-158.example.com,healthcare,emea,smb,active,false,false,2025-02-18T00:00:00Z
+acct_0159,parent_0027,Orbit Customer 159,customer-159.example.com,financial_services,apac,smb,active,false,false,2025-03-19T00:00:00Z
+acct_0160,parent_0028,Orbit Customer 160,customer-160.example.com,retail,na,smb,active,false,false,2025-04-20T00:00:00Z
+acct_0161,parent_0029,Orbit Customer 161,customer-161.example.com,software,emea,smb,active,false,false,2025-05-21T00:00:00Z
+acct_0162,parent_0030,Orbit Customer 162,customer-162.example.com,manufacturing,apac,smb,active,false,false,2025-06-22T00:00:00Z
+acct_0163,parent_0031,Orbit Customer 163,customer-163.example.com,healthcare,na,smb,active,false,false,2025-07-23T00:00:00Z
+acct_0164,parent_0032,Orbit Customer 164,customer-164.example.com,financial_services,emea,smb,active,false,false,2025-08-24T00:00:00Z
+acct_0165,parent_0033,Orbit Customer 165,customer-165.example.com,retail,apac,smb,active,false,false,2025-09-25T00:00:00Z
+acct_0166,parent_0034,Orbit Customer 166,customer-166.example.com,software,na,smb,active,false,false,2025-10-26T00:00:00Z
+acct_0167,parent_0035,Orbit Customer 167,customer-167.example.com,manufacturing,emea,smb,active,false,false,2025-11-27T00:00:00Z
+acct_0168,parent_0036,Orbit Customer 168,customer-168.example.com,healthcare,apac,smb,active,false,false,2025-12-28T00:00:00Z
+acct_0169,parent_0037,Orbit Customer 169,customer-169.example.com,financial_services,na,smb,active,false,false,2025-01-01T00:00:00Z
+acct_0170,parent_0038,Orbit Customer 170,customer-170.example.com,retail,emea,smb,active,false,false,2025-02-02T00:00:00Z
+acct_0171,parent_0039,Orbit Customer 171,customer-171.example.com,software,apac,smb,active,false,false,2025-03-03T00:00:00Z
+acct_0172,parent_0040,Orbit Customer 172,customer-172.example.com,manufacturing,na,smb,active,false,false,2025-04-04T00:00:00Z
+acct_0173,parent_0041,Orbit Customer 173,customer-173.example.com,healthcare,emea,smb,active,false,false,2025-05-05T00:00:00Z
+acct_0174,parent_0042,Orbit Customer 174,customer-174.example.com,financial_services,apac,smb,active,false,false,2025-06-06T00:00:00Z
+acct_0175,parent_0043,Orbit Customer 175,customer-175.example.com,retail,na,smb,active,false,false,2025-07-07T00:00:00Z
+acct_0176,parent_0044,Orbit Customer 176,customer-176.example.com,software,emea,smb,active,false,false,2025-08-08T00:00:00Z
+acct_0177,parent_0045,Orbit Customer 177,customer-177.example.com,manufacturing,apac,smb,active,false,false,2025-09-09T00:00:00Z
+acct_0178,parent_0046,Orbit Customer 178,customer-178.example.com,healthcare,na,smb,active,false,false,2025-10-10T00:00:00Z
+acct_0179,parent_0047,Orbit Customer 179,customer-179.example.com,financial_services,emea,smb,active,false,false,2025-11-11T00:00:00Z
+acct_0180,parent_0048,Orbit Customer 180,customer-180.example.com,retail,apac,smb,active,false,false,2025-12-12T00:00:00Z
+acct_0181,parent_0049,Orbit Customer 181,customer-181.example.com,software,na,smb,active,false,false,2025-01-13T00:00:00Z
+acct_0182,parent_0050,Orbit Customer 182,customer-182.example.com,manufacturing,emea,smb,active,false,false,2025-02-14T00:00:00Z
+acct_0183,parent_0051,Orbit Customer 183,customer-183.example.com,healthcare,apac,smb,active,false,false,2025-03-15T00:00:00Z
+acct_0184,parent_0052,Orbit Customer 184,customer-184.example.com,financial_services,na,smb,active,false,false,2025-04-16T00:00:00Z
+acct_0185,parent_0053,Orbit Customer 185,customer-185.example.com,retail,emea,smb,active,false,false,2025-05-17T00:00:00Z
+acct_0186,parent_0054,Orbit Customer 186,customer-186.example.com,software,apac,smb,active,false,false,2025-06-18T00:00:00Z
+acct_0187,parent_0055,Orbit Customer 187,customer-187.example.com,manufacturing,na,smb,active,false,false,2025-07-19T00:00:00Z
+acct_0188,parent_0056,Orbit Customer 188,customer-188.example.com,healthcare,emea,smb,active,false,false,2025-08-20T00:00:00Z
+acct_0189,parent_0057,Orbit Customer 189,customer-189.example.com,financial_services,apac,smb,active,false,false,2025-09-21T00:00:00Z
+acct_0190,parent_0058,Orbit Customer 190,customer-190.example.com,retail,na,smb,active,false,false,2025-10-22T00:00:00Z
+acct_0191,parent_0059,Orbit Customer 191,customer-191.example.com,software,emea,smb,active,false,false,2025-11-23T00:00:00Z
+acct_0192,parent_0060,Orbit Customer 192,customer-192.example.com,manufacturing,apac,smb,active,false,false,2025-12-24T00:00:00Z
+acct_0193,parent_0061,Orbit Customer 193,customer-193.example.com,healthcare,na,smb,active,false,false,2025-01-25T00:00:00Z
+acct_0194,parent_0062,Orbit Customer 194,customer-194.example.com,financial_services,emea,smb,active,false,false,2025-02-26T00:00:00Z
+acct_0195,parent_0063,Orbit Customer 195,customer-195.example.com,retail,apac,smb,active,false,false,2025-03-27T00:00:00Z
+acct_0196,parent_0064,Orbit Customer 196,customer-196.example.com,software,na,smb,active,false,false,2025-04-28T00:00:00Z
+acct_0197,parent_0065,Orbit Customer 197,customer-197.example.com,manufacturing,emea,smb,active,false,false,2025-05-01T00:00:00Z
+acct_0198,parent_0066,Orbit Customer 198,customer-198.example.com,healthcare,apac,smb,active,false,false,2025-06-02T00:00:00Z
+acct_0199,parent_0067,Orbit Customer 199,customer-199.example.com,financial_services,na,smb,churned,false,false,2025-07-03T00:00:00Z
+acct_0200,parent_0068,Orbit Customer 200,customer-200.example.com,retail,emea,smb,churned,false,false,2025-08-04T00:00:00Z
+acct_0201,parent_0069,Orbit Customer 201,customer-201.example.com,software,apac,smb,internal,true,false,2025-09-05T00:00:00Z
+acct_0202,parent_0070,Orbit Customer 202,customer-202.example.com,manufacturing,na,smb,internal,true,false,2025-10-06T00:00:00Z
+acct_0203,parent_0071,Orbit Customer 203,customer-203.example.com,healthcare,emea,smb,internal,true,false,2025-11-07T00:00:00Z
+acct_0204,parent_0072,Orbit Customer 204,customer-204.example.com,financial_services,apac,smb,internal,true,false,2025-12-08T00:00:00Z
+acct_0205,parent_0073,Orbit Customer 205,customer-205.example.com,retail,na,smb,internal,true,false,2025-01-09T00:00:00Z
+acct_0206,parent_0074,Orbit Customer 206,customer-206.example.com,software,emea,smb,test,false,true,2025-02-10T00:00:00Z
+acct_0207,parent_0075,Orbit Customer 207,customer-207.example.com,manufacturing,apac,smb,test,false,true,2025-03-11T00:00:00Z
+acct_0208,parent_0076,Orbit Customer 208,customer-208.example.com,healthcare,na,smb,test,false,true,2025-04-12T00:00:00Z
+acct_0209,parent_0077,Orbit Customer 209,customer-209.example.com,financial_services,emea,smb,test,false,true,2025-05-13T00:00:00Z
+acct_0210,parent_0078,Orbit Customer 210,customer-210.example.com,retail,apac,smb,test,false,true,2025-06-14T00:00:00Z

packages/cli/assets/demo/orbit/raw-sources/warehouse/arr_movements.csv

@@ -0,0 +1,721 @@
+arr_movement_id,account_id,parent_account_id,contract_id,movement_date,movement_type,movement_reason,arr_delta_cents,starting_arr_cents,ending_arr_cents
+arr_move_0001,acct_0001,parent_0001,contract_0001,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0002,acct_0002,parent_0002,contract_0002,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0003,acct_0003,parent_0003,contract_0003,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0004,acct_0004,parent_0004,contract_0004,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0005,acct_0005,parent_0005,contract_0005,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0006,acct_0006,parent_0006,contract_0006,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0007,acct_0007,parent_0007,contract_0007,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0008,acct_0008,parent_0008,contract_0008,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0009,acct_0009,parent_0009,contract_0009,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0010,acct_0010,parent_0010,contract_0010,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0011,acct_0011,parent_0011,contract_0011,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0012,acct_0012,parent_0012,contract_0012,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0013,acct_0013,parent_0013,contract_0013,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0014,acct_0014,parent_0014,contract_0014,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0015,acct_0015,parent_0015,contract_0015,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0016,acct_0016,parent_0016,contract_0016,2026-02-15,expansion,seat_growth,4500000,30000000,34500000
+arr_move_0017,acct_0017,parent_0017,contract_0017,2026-02-15,expansion,seat_growth,6000000,70000000,76000000
+arr_move_0018,acct_0018,parent_0018,contract_0018,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0019,acct_0019,parent_0019,contract_0019,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0020,acct_0020,parent_0020,contract_0020,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0021,acct_0021,parent_0021,contract_0021,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0022,acct_0022,parent_0022,contract_0022,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0023,acct_0023,parent_0023,contract_0023,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0024,acct_0024,parent_0024,contract_0024,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0025,acct_0025,parent_0025,contract_0025,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0026,acct_0026,parent_0026,contract_0026,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0027,acct_0027,parent_0027,contract_0027,2026-02-20,contraction,discount_expiration,-4500000,50000000,45500000
+arr_move_0028,acct_0028,parent_0028,contract_0028,2026-02-20,contraction,discount_expiration,-5500000,100000000,94500000
+arr_move_0029,acct_0029,parent_0029,contract_0029,2026-03-10,churn,budget_loss,-5000000,100000000,95000000
+arr_move_0030,acct_0030,parent_0030,contract_0030,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0031,acct_0031,parent_0031,contract_0031,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0032,acct_0032,parent_0032,contract_0032,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0033,acct_0033,parent_0033,contract_0033,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0034,acct_0034,parent_0034,contract_0034,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0035,acct_0035,parent_0035,contract_0035,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0036,acct_0036,parent_0036,contract_0036,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0037,acct_0037,parent_0037,contract_0037,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0038,acct_0038,parent_0038,contract_0038,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0039,acct_0039,parent_0039,contract_0039,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0040,acct_0040,parent_0040,contract_0040,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0041,acct_0041,parent_0041,contract_0041,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0042,acct_0042,parent_0042,contract_0042,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0043,acct_0043,parent_0043,contract_0043,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0044,acct_0044,parent_0044,contract_0044,2025-11-15,expansion,seat_growth,5000000,50000000,55000000
+arr_move_0045,acct_0045,parent_0045,contract_0045,2025-11-15,expansion,seat_growth,11800000,50000000,61800000
+arr_move_0046,acct_0046,parent_0046,contract_0046,2025-11-20,contraction,scope_reduction,-2500000,100000000,97500000
+arr_move_0047,acct_0047,parent_0047,contract_0047,2025-11-20,contraction,scope_reduction,-2500000,100000000,97500000
+arr_move_0048,acct_0048,parent_0048,contract_0048,2025-11-20,contraction,scope_reduction,-2500000,100000000,97500000
+arr_move_0049,acct_0049,parent_0049,contract_0049,2025-11-20,contraction,scope_reduction,-2500000,100000000,97500000
+arr_move_0050,acct_0090,parent_0090,contract_0101,2025-06-15,new,generated_history,360000,3200000,3560000
+arr_move_0051,acct_0091,parent_0091,contract_0102,2025-06-15,expansion,generated_history,370000,3300000,3670000
+arr_move_0052,acct_0092,parent_0092,contract_0103,2025-06-15,contraction,generated_history,-250000,3400000,3150000
+arr_move_0053,acct_0093,parent_0093,contract_0104,2025-06-15,reactivation,generated_history,260000,3500000,3760000
+arr_move_0054,acct_0094,parent_0094,contract_0105,2025-06-15,new,generated_history,270000,3600000,3870000
+arr_move_0055,acct_0095,parent_0095,contract_0106,2025-06-15,expansion,generated_history,280000,3700000,3980000
+arr_move_0056,acct_0096,parent_0096,contract_0107,2025-06-15,contraction,generated_history,-290000,3800000,3510000
+arr_move_0057,acct_0097,parent_0097,contract_0108,2025-06-15,reactivation,generated_history,300000,2000000,2300000
+arr_move_0058,acct_0098,parent_0098,contract_0109,2025-06-15,new,generated_history,310000,2100000,2410000
+arr_move_0059,acct_0099,parent_0099,contract_0110,2025-06-15,expansion,generated_history,320000,2200000,2520000
+arr_move_0060,acct_0100,parent_0100,contract_0111,2025-06-15,contraction,generated_history,-330000,2300000,1970000
+arr_move_0061,acct_0101,parent_0101,contract_0112,2025-06-15,reactivation,generated_history,340000,2400000,2740000
+arr_move_0062,acct_0102,parent_0102,contract_0113,2025-06-15,new,generated_history,350000,2500000,2850000
+arr_move_0063,acct_0103,parent_0103,contract_0114,2025-06-15,expansion,generated_history,360000,2600000,2960000
+arr_move_0064,acct_0104,parent_0104,contract_0115,2025-06-15,contraction,generated_history,-370000,2700000,2330000
+arr_move_0065,acct_0105,parent_0105,contract_0116,2025-06-15,reactivation,generated_history,250000,2800000,3050000
+arr_move_0066,acct_0106,parent_0106,contract_0117,2025-06-15,new,generated_history,260000,2900000,3160000
+arr_move_0067,acct_0107,parent_0107,contract_0118,2025-06-15,expansion,generated_history,270000,3000000,3270000
+arr_move_0068,acct_0108,parent_0108,contract_0119,2025-06-15,contraction,generated_history,-280000,3100000,2820000
+arr_move_0069,acct_0109,parent_0109,contract_0120,2025-06-15,reactivation,generated_history,290000,3200000,3490000
+arr_move_0070,acct_0110,parent_0110,contract_0121,2025-06-15,new,generated_history,300000,3300000,3600000
+arr_move_0071,acct_0111,parent_0111,contract_0122,2025-06-15,expansion,generated_history,310000,3400000,3710000
+arr_move_0072,acct_0112,parent_0112,contract_0123,2025-06-15,contraction,generated_history,-320000,3500000,3180000
+arr_move_0073,acct_0113,parent_0113,contract_0124,2025-06-15,reactivation,generated_history,330000,3600000,3930000
+arr_move_0074,acct_0114,parent_0114,contract_0125,2025-06-15,new,generated_history,340000,3700000,4040000
+arr_move_0075,acct_0115,parent_0115,contract_0126,2025-06-15,expansion,generated_history,350000,3800000,4150000
+arr_move_0076,acct_0116,parent_0116,contract_0127,2025-06-15,contraction,generated_history,-360000,2000000,1640000
+arr_move_0077,acct_0117,parent_0117,contract_0128,2025-06-15,reactivation,generated_history,370000,2100000,2470000
+arr_move_0078,acct_0118,parent_0118,contract_0129,2025-06-15,new,generated_history,250000,2200000,2450000
+arr_move_0079,acct_0119,parent_0119,contract_0130,2025-06-15,expansion,generated_history,260000,2300000,2560000
+arr_move_0080,acct_0120,parent_0120,contract_0131,2025-06-15,contraction,generated_history,-270000,2400000,2130000
+arr_move_0081,acct_0121,parent_0121,contract_0132,2025-06-15,reactivation,generated_history,280000,2500000,2780000
+arr_move_0082,acct_0122,parent_0122,contract_0133,2025-06-15,new,generated_history,290000,2600000,2890000
+arr_move_0083,acct_0123,parent_0123,contract_0134,2025-06-15,expansion,generated_history,300000,2700000,3000000
+arr_move_0084,acct_0124,parent_0124,contract_0135,2025-06-15,contraction,generated_history,-310000,2800000,2490000
+arr_move_0085,acct_0125,parent_0125,contract_0136,2025-06-15,reactivation,generated_history,320000,2900000,3220000
+arr_move_0086,acct_0126,parent_0126,contract_0137,2025-06-15,new,generated_history,330000,3000000,3330000
+arr_move_0087,acct_0127,parent_0127,contract_0138,2025-06-15,expansion,generated_history,340000,3100000,3440000
+arr_move_0088,acct_0128,parent_0128,contract_0139,2025-06-15,contraction,generated_history,-350000,3200000,2850000
+arr_move_0089,acct_0129,parent_0129,contract_0140,2025-06-15,reactivation,generated_history,360000,3300000,3660000
+arr_move_0090,acct_0130,parent_0130,contract_0141,2025-06-15,new,generated_history,370000,3400000,3770000
+arr_move_0091,acct_0131,parent_0131,contract_0142,2025-06-15,expansion,generated_history,250000,3500000,3750000
+arr_move_0092,acct_0132,parent_0132,contract_0143,2025-06-15,contraction,generated_history,-260000,3600000,3340000
+arr_move_0093,acct_0133,parent_0001,contract_0144,2025-06-15,reactivation,generated_history,270000,3700000,3970000
+arr_move_0094,acct_0134,parent_0002,contract_0145,2025-06-15,new,generated_history,280000,3800000,4080000
+arr_move_0095,acct_0135,parent_0003,contract_0146,2025-06-15,expansion,generated_history,290000,2000000,2290000
+arr_move_0096,acct_0136,parent_0004,contract_0147,2025-06-15,contraction,generated_history,-300000,2100000,1800000
+arr_move_0097,acct_0137,parent_0005,contract_0148,2025-06-15,reactivation,generated_history,310000,2200000,2510000
+arr_move_0098,acct_0138,parent_0006,contract_0149,2025-06-15,new,generated_history,320000,2300000,2620000
+arr_move_0099,acct_0139,parent_0007,contract_0150,2025-06-15,expansion,generated_history,330000,2400000,2730000
+arr_move_0100,acct_0140,parent_0008,contract_0151,2025-06-15,contraction,generated_history,-340000,2500000,2160000
+arr_move_0101,acct_0141,parent_0009,contract_0152,2025-06-15,reactivation,generated_history,350000,2600000,2950000
+arr_move_0102,acct_0142,parent_0010,contract_0153,2025-06-15,new,generated_history,360000,2700000,3060000
+arr_move_0103,acct_0143,parent_0011,contract_0154,2025-06-15,expansion,generated_history,370000,2800000,3170000
+arr_move_0104,acct_0144,parent_0012,contract_0155,2025-06-15,contraction,generated_history,-250000,2900000,2650000
+arr_move_0105,acct_0145,parent_0013,contract_0156,2025-06-15,reactivation,generated_history,260000,3000000,3260000
+arr_move_0106,acct_0146,parent_0014,contract_0157,2025-06-15,new,generated_history,270000,3100000,3370000
+arr_move_0107,acct_0147,parent_0015,contract_0158,2025-06-15,expansion,generated_history,280000,3200000,3480000
+arr_move_0108,acct_0148,parent_0016,contract_0159,2025-06-15,contraction,generated_history,-290000,3300000,3010000
+arr_move_0109,acct_0149,parent_0017,contract_0160,2025-06-15,reactivation,generated_history,300000,3400000,3700000
+arr_move_0110,acct_0150,parent_0018,contract_0161,2025-06-15,new,generated_history,310000,3500000,3810000
+arr_move_0111,acct_0151,parent_0019,contract_0162,2025-06-15,expansion,generated_history,320000,3600000,3920000
+arr_move_0112,acct_0152,parent_0020,contract_0163,2025-06-15,contraction,generated_history,-330000,3700000,3370000
+arr_move_0113,acct_0153,parent_0021,contract_0164,2025-06-15,reactivation,generated_history,340000,3800000,4140000
+arr_move_0114,acct_0154,parent_0022,contract_0165,2025-06-15,new,generated_history,350000,2000000,2350000
+arr_move_0115,acct_0155,parent_0023,contract_0166,2025-06-15,expansion,generated_history,360000,2100000,2460000
+arr_move_0116,acct_0156,parent_0024,contract_0167,2025-06-15,contraction,generated_history,-370000,2200000,1830000
+arr_move_0117,acct_0157,parent_0025,contract_0168,2025-06-15,reactivation,generated_history,250000,2300000,2550000
+arr_move_0118,acct_0158,parent_0026,contract_0169,2025-06-15,new,generated_history,260000,2400000,2660000
+arr_move_0119,acct_0159,parent_0027,contract_0170,2025-06-15,expansion,generated_history,270000,2500000,2770000
+arr_move_0120,acct_0160,parent_0028,contract_0171,2025-06-15,contraction,generated_history,-280000,2600000,2320000
+arr_move_0121,acct_0161,parent_0029,contract_0172,2025-06-15,reactivation,generated_history,290000,2700000,2990000
+arr_move_0122,acct_0162,parent_0030,contract_0173,2025-06-15,new,generated_history,300000,2800000,3100000
+arr_move_0123,acct_0163,parent_0031,contract_0174,2025-06-15,expansion,generated_history,310000,2900000,3210000
+arr_move_0124,acct_0164,parent_0032,contract_0175,2025-06-15,contraction,generated_history,-320000,3000000,2680000
+arr_move_0125,acct_0165,parent_0033,contract_0176,2025-06-15,reactivation,generated_history,330000,3100000,3430000
+arr_move_0126,acct_0166,parent_0034,contract_0177,2025-06-15,new,generated_history,340000,3200000,3540000
+arr_move_0127,acct_0167,parent_0035,contract_0178,2025-06-15,expansion,generated_history,350000,3300000,3650000
+arr_move_0128,acct_0168,parent_0036,contract_0179,2025-06-15,contraction,generated_history,-360000,3400000,3040000
+arr_move_0129,acct_0169,parent_0037,contract_0180,2025-06-15,reactivation,generated_history,370000,3500000,3870000
+arr_move_0130,acct_0170,parent_0038,contract_0181,2025-06-15,new,generated_history,250000,3600000,3850000
+arr_move_0131,acct_0171,parent_0039,contract_0182,2025-06-15,expansion,generated_history,260000,3700000,3960000
+arr_move_0132,acct_0172,parent_0040,contract_0183,2025-06-15,contraction,generated_history,-270000,3800000,3530000
+arr_move_0133,acct_0173,parent_0041,contract_0184,2025-06-15,reactivation,generated_history,280000,2000000,2280000
+arr_move_0134,acct_0174,parent_0042,contract_0185,2025-06-15,new,generated_history,290000,2100000,2390000
+arr_move_0135,acct_0175,parent_0043,contract_0186,2025-06-15,expansion,generated_history,300000,2200000,2500000
+arr_move_0136,acct_0176,parent_0044,contract_0187,2025-06-15,contraction,generated_history,-310000,2300000,1990000
+arr_move_0137,acct_0177,parent_0045,contract_0188,2025-06-15,reactivation,generated_history,320000,2400000,2720000
+arr_move_0138,acct_0178,parent_0046,contract_0189,2025-06-15,new,generated_history,330000,2500000,2830000
+arr_move_0139,acct_0179,parent_0047,contract_0190,2025-06-15,expansion,generated_history,340000,2600000,2940000
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+arr_move_0142,acct_0182,parent_0050,contract_0193,2025-06-15,new,generated_history,370000,2900000,3270000
+arr_move_0143,acct_0183,parent_0051,contract_0194,2025-06-15,expansion,generated_history,250000,3000000,3250000
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+arr_move_0162,acct_0102,parent_0102,contract_0213,2025-06-15,new,generated_history,310000,3000000,3310000
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+arr_move_0168,acct_0108,parent_0108,contract_0219,2025-06-15,contraction,generated_history,-370000,3600000,3230000
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+arr_move_0174,acct_0114,parent_0114,contract_0225,2025-06-15,new,generated_history,300000,2300000,2600000
+arr_move_0175,acct_0115,parent_0115,contract_0226,2025-06-15,expansion,generated_history,310000,2400000,2710000
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+arr_move_0181,acct_0121,parent_0121,contract_0232,2025-06-15,reactivation,generated_history,370000,3000000,3370000
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+arr_move_0194,acct_0134,parent_0002,contract_0245,2025-06-15,new,generated_history,370000,2400000,2770000
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+arr_move_0200,acct_0140,parent_0008,contract_0251,2025-06-15,contraction,generated_history,-300000,3000000,2700000
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+arr_move_0223,acct_0163,parent_0031,contract_0274,2025-06-15,expansion,generated_history,270000,3400000,3670000
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+arr_move_0226,acct_0166,parent_0034,contract_0277,2025-06-15,new,generated_history,300000,3700000,4000000
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+arr_move_0230,acct_0170,parent_0038,contract_0281,2025-06-15,new,generated_history,340000,2200000,2540000
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+arr_move_0235,acct_0175,parent_0043,contract_0286,2025-06-15,expansion,generated_history,260000,2700000,2960000
+arr_move_0236,acct_0176,parent_0044,contract_0287,2025-06-15,contraction,generated_history,-270000,2800000,2530000
+arr_move_0237,acct_0177,parent_0045,contract_0288,2025-06-15,reactivation,generated_history,280000,2900000,3180000
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+arr_move_0242,acct_0182,parent_0050,contract_0293,2025-06-15,new,generated_history,330000,3400000,3730000
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+arr_move_0248,acct_0188,parent_0056,contract_0299,2025-06-15,contraction,generated_history,-260000,2100000,1840000
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+arr_move_0250,acct_0090,parent_0090,contract_0301,2025-06-15,new,generated_history,280000,2300000,2580000
+arr_move_0251,acct_0091,parent_0091,contract_0302,2025-06-15,expansion,generated_history,290000,2400000,2690000
+arr_move_0252,acct_0092,parent_0092,contract_0303,2025-06-15,contraction,generated_history,-300000,2500000,2200000
+arr_move_0253,acct_0093,parent_0093,contract_0304,2025-06-15,reactivation,generated_history,310000,2600000,2910000
+arr_move_0254,acct_0094,parent_0094,contract_0305,2025-06-15,new,generated_history,320000,2700000,3020000
+arr_move_0255,acct_0095,parent_0095,contract_0306,2025-06-15,expansion,generated_history,330000,2800000,3130000
+arr_move_0256,acct_0096,parent_0096,contract_0307,2025-06-15,contraction,generated_history,-340000,2900000,2560000
+arr_move_0257,acct_0097,parent_0097,contract_0308,2025-06-15,reactivation,generated_history,350000,3000000,3350000
+arr_move_0258,acct_0098,parent_0098,contract_0309,2025-06-15,new,generated_history,360000,3100000,3460000
+arr_move_0259,acct_0099,parent_0099,contract_0310,2025-06-15,expansion,generated_history,370000,3200000,3570000
+arr_move_0260,acct_0100,parent_0100,contract_0311,2025-06-15,contraction,generated_history,-250000,3300000,3050000
+arr_move_0261,acct_0101,parent_0101,contract_0312,2025-06-15,reactivation,generated_history,260000,3400000,3660000
+arr_move_0262,acct_0102,parent_0102,contract_0313,2025-06-15,new,generated_history,270000,3500000,3770000
+arr_move_0263,acct_0103,parent_0103,contract_0314,2025-06-15,expansion,generated_history,280000,3600000,3880000
+arr_move_0264,acct_0104,parent_0104,contract_0315,2025-06-15,contraction,generated_history,-290000,3700000,3410000
+arr_move_0265,acct_0105,parent_0105,contract_0316,2025-06-15,reactivation,generated_history,300000,3800000,4100000
+arr_move_0266,acct_0106,parent_0106,contract_0317,2025-06-15,new,generated_history,310000,2000000,2310000
+arr_move_0267,acct_0107,parent_0107,contract_0318,2025-06-15,expansion,generated_history,320000,2100000,2420000
+arr_move_0268,acct_0108,parent_0108,contract_0319,2025-06-15,contraction,generated_history,-330000,2200000,1870000
+arr_move_0269,acct_0109,parent_0109,contract_0320,2025-06-15,reactivation,generated_history,340000,2300000,2640000
+arr_move_0270,acct_0110,parent_0110,contract_0101,2025-06-15,new,generated_history,350000,2400000,2750000
+arr_move_0271,acct_0111,parent_0111,contract_0102,2025-06-15,expansion,generated_history,360000,2500000,2860000
+arr_move_0272,acct_0112,parent_0112,contract_0103,2025-06-15,contraction,generated_history,-370000,2600000,2230000
+arr_move_0273,acct_0113,parent_0113,contract_0104,2025-06-15,reactivation,generated_history,250000,2700000,2950000
+arr_move_0274,acct_0114,parent_0114,contract_0105,2025-06-15,new,generated_history,260000,2800000,3060000
+arr_move_0275,acct_0115,parent_0115,contract_0106,2025-06-15,expansion,generated_history,270000,2900000,3170000
+arr_move_0276,acct_0116,parent_0116,contract_0107,2025-06-15,contraction,generated_history,-280000,3000000,2720000
+arr_move_0277,acct_0117,parent_0117,contract_0108,2025-06-15,reactivation,generated_history,290000,3100000,3390000
+arr_move_0278,acct_0118,parent_0118,contract_0109,2025-06-15,new,generated_history,300000,3200000,3500000
+arr_move_0279,acct_0119,parent_0119,contract_0110,2025-06-15,expansion,generated_history,310000,3300000,3610000
+arr_move_0280,acct_0120,parent_0120,contract_0111,2025-06-15,contraction,generated_history,-320000,3400000,3080000
+arr_move_0281,acct_0121,parent_0121,contract_0112,2025-06-15,reactivation,generated_history,330000,3500000,3830000
+arr_move_0282,acct_0122,parent_0122,contract_0113,2025-06-15,new,generated_history,340000,3600000,3940000
+arr_move_0283,acct_0123,parent_0123,contract_0114,2025-06-15,expansion,generated_history,350000,3700000,4050000
+arr_move_0284,acct_0124,parent_0124,contract_0115,2025-06-15,contraction,generated_history,-360000,3800000,3440000
+arr_move_0285,acct_0125,parent_0125,contract_0116,2025-06-15,reactivation,generated_history,370000,2000000,2370000
+arr_move_0286,acct_0126,parent_0126,contract_0117,2025-06-15,new,generated_history,250000,2100000,2350000
+arr_move_0287,acct_0127,parent_0127,contract_0118,2025-06-15,expansion,generated_history,260000,2200000,2460000
+arr_move_0288,acct_0128,parent_0128,contract_0119,2025-06-15,contraction,generated_history,-270000,2300000,2030000
+arr_move_0289,acct_0129,parent_0129,contract_0120,2025-06-15,reactivation,generated_history,280000,2400000,2680000
+arr_move_0290,acct_0130,parent_0130,contract_0121,2025-06-15,new,generated_history,290000,2500000,2790000
+arr_move_0291,acct_0131,parent_0131,contract_0122,2025-06-15,expansion,generated_history,300000,2600000,2900000
+arr_move_0292,acct_0132,parent_0132,contract_0123,2025-06-15,contraction,generated_history,-310000,2700000,2390000
+arr_move_0293,acct_0133,parent_0001,contract_0124,2025-06-15,reactivation,generated_history,320000,2800000,3120000
+arr_move_0294,acct_0134,parent_0002,contract_0125,2025-06-15,new,generated_history,330000,2900000,3230000
+arr_move_0295,acct_0135,parent_0003,contract_0126,2025-06-15,expansion,generated_history,340000,3000000,3340000
+arr_move_0296,acct_0136,parent_0004,contract_0127,2025-06-15,contraction,generated_history,-350000,3100000,2750000
+arr_move_0297,acct_0137,parent_0005,contract_0128,2025-06-15,reactivation,generated_history,360000,3200000,3560000
+arr_move_0298,acct_0138,parent_0006,contract_0129,2025-06-15,new,generated_history,370000,3300000,3670000
+arr_move_0299,acct_0139,parent_0007,contract_0130,2025-06-15,expansion,generated_history,250000,3400000,3650000
+arr_move_0300,acct_0140,parent_0008,contract_0131,2025-06-15,contraction,generated_history,-260000,3500000,3240000
+arr_move_0301,acct_0141,parent_0009,contract_0132,2025-06-15,reactivation,generated_history,270000,3600000,3870000
+arr_move_0302,acct_0142,parent_0010,contract_0133,2025-06-15,new,generated_history,280000,3700000,3980000
+arr_move_0303,acct_0143,parent_0011,contract_0134,2025-06-15,expansion,generated_history,290000,3800000,4090000
+arr_move_0304,acct_0144,parent_0012,contract_0135,2025-06-15,contraction,generated_history,-300000,2000000,1700000
+arr_move_0305,acct_0145,parent_0013,contract_0136,2025-06-15,reactivation,generated_history,310000,2100000,2410000
+arr_move_0306,acct_0146,parent_0014,contract_0137,2025-06-15,new,generated_history,320000,2200000,2520000
+arr_move_0307,acct_0147,parent_0015,contract_0138,2025-06-15,expansion,generated_history,330000,2300000,2630000
+arr_move_0308,acct_0148,parent_0016,contract_0139,2025-06-15,contraction,generated_history,-340000,2400000,2060000
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+arr_move_0650,acct_0090,parent_0090,contract_0261,2025-06-15,new,generated_history,250000,2400000,2650000
+arr_move_0651,acct_0091,parent_0091,contract_0262,2025-06-15,expansion,generated_history,260000,2500000,2760000
+arr_move_0652,acct_0092,parent_0092,contract_0263,2025-06-15,contraction,generated_history,-270000,2600000,2330000
+arr_move_0653,acct_0093,parent_0093,contract_0264,2025-06-15,reactivation,generated_history,280000,2700000,2980000
+arr_move_0654,acct_0094,parent_0094,contract_0265,2025-06-15,new,generated_history,290000,2800000,3090000
+arr_move_0655,acct_0095,parent_0095,contract_0266,2025-06-15,expansion,generated_history,300000,2900000,3200000
+arr_move_0656,acct_0096,parent_0096,contract_0267,2025-06-15,contraction,generated_history,-310000,3000000,2690000
+arr_move_0657,acct_0097,parent_0097,contract_0268,2025-06-15,reactivation,generated_history,320000,3100000,3420000
+arr_move_0658,acct_0098,parent_0098,contract_0269,2025-06-15,new,generated_history,330000,3200000,3530000
+arr_move_0659,acct_0099,parent_0099,contract_0270,2025-06-15,expansion,generated_history,340000,3300000,3640000
+arr_move_0660,acct_0100,parent_0100,contract_0271,2025-06-15,contraction,generated_history,-350000,3400000,3050000
+arr_move_0661,acct_0101,parent_0101,contract_0272,2025-06-15,reactivation,generated_history,360000,3500000,3860000
+arr_move_0662,acct_0102,parent_0102,contract_0273,2025-06-15,new,generated_history,370000,3600000,3970000
+arr_move_0663,acct_0103,parent_0103,contract_0274,2025-06-15,expansion,generated_history,250000,3700000,3950000
+arr_move_0664,acct_0104,parent_0104,contract_0275,2025-06-15,contraction,generated_history,-260000,3800000,3540000
+arr_move_0665,acct_0105,parent_0105,contract_0276,2025-06-15,reactivation,generated_history,270000,2000000,2270000
+arr_move_0666,acct_0106,parent_0106,contract_0277,2025-06-15,new,generated_history,280000,2100000,2380000
+arr_move_0667,acct_0107,parent_0107,contract_0278,2025-06-15,expansion,generated_history,290000,2200000,2490000
+arr_move_0668,acct_0108,parent_0108,contract_0279,2025-06-15,contraction,generated_history,-300000,2300000,2000000
+arr_move_0669,acct_0109,parent_0109,contract_0280,2025-06-15,reactivation,generated_history,310000,2400000,2710000
+arr_move_0670,acct_0110,parent_0110,contract_0281,2025-06-15,new,generated_history,320000,2500000,2820000
+arr_move_0671,acct_0111,parent_0111,contract_0282,2025-06-15,expansion,generated_history,330000,2600000,2930000
+arr_move_0672,acct_0112,parent_0112,contract_0283,2025-06-15,contraction,generated_history,-340000,2700000,2360000
+arr_move_0673,acct_0113,parent_0113,contract_0284,2025-06-15,reactivation,generated_history,350000,2800000,3150000
+arr_move_0674,acct_0114,parent_0114,contract_0285,2025-06-15,new,generated_history,360000,2900000,3260000
+arr_move_0675,acct_0115,parent_0115,contract_0286,2025-06-15,expansion,generated_history,370000,3000000,3370000
+arr_move_0676,acct_0116,parent_0116,contract_0287,2025-06-15,contraction,generated_history,-250000,3100000,2850000
+arr_move_0677,acct_0117,parent_0117,contract_0288,2025-06-15,reactivation,generated_history,260000,3200000,3460000
+arr_move_0678,acct_0118,parent_0118,contract_0289,2025-06-15,new,generated_history,270000,3300000,3570000
+arr_move_0679,acct_0119,parent_0119,contract_0290,2025-06-15,expansion,generated_history,280000,3400000,3680000
+arr_move_0680,acct_0120,parent_0120,contract_0291,2025-06-15,contraction,generated_history,-290000,3500000,3210000
+arr_move_0681,acct_0121,parent_0121,contract_0292,2025-06-15,reactivation,generated_history,300000,3600000,3900000
+arr_move_0682,acct_0122,parent_0122,contract_0293,2025-06-15,new,generated_history,310000,3700000,4010000
+arr_move_0683,acct_0123,parent_0123,contract_0294,2025-06-15,expansion,generated_history,320000,3800000,4120000
+arr_move_0684,acct_0124,parent_0124,contract_0295,2025-06-15,contraction,generated_history,-330000,2000000,1670000
+arr_move_0685,acct_0125,parent_0125,contract_0296,2025-06-15,reactivation,generated_history,340000,2100000,2440000
+arr_move_0686,acct_0126,parent_0126,contract_0297,2025-06-15,new,generated_history,350000,2200000,2550000
+arr_move_0687,acct_0127,parent_0127,contract_0298,2025-06-15,expansion,generated_history,360000,2300000,2660000
+arr_move_0688,acct_0128,parent_0128,contract_0299,2025-06-15,contraction,generated_history,-370000,2400000,2030000
+arr_move_0689,acct_0129,parent_0129,contract_0300,2025-06-15,reactivation,generated_history,250000,2500000,2750000
+arr_move_0690,acct_0130,parent_0130,contract_0301,2025-06-15,new,generated_history,260000,2600000,2860000
+arr_move_0691,acct_0131,parent_0131,contract_0302,2025-06-15,expansion,generated_history,270000,2700000,2970000
+arr_move_0692,acct_0132,parent_0132,contract_0303,2025-06-15,contraction,generated_history,-280000,2800000,2520000
+arr_move_0693,acct_0133,parent_0001,contract_0304,2025-06-15,reactivation,generated_history,290000,2900000,3190000
+arr_move_0694,acct_0134,parent_0002,contract_0305,2025-06-15,new,generated_history,300000,3000000,3300000
+arr_move_0695,acct_0135,parent_0003,contract_0306,2025-06-15,expansion,generated_history,310000,3100000,3410000
+arr_move_0696,acct_0136,parent_0004,contract_0307,2025-06-15,contraction,generated_history,-320000,3200000,2880000
+arr_move_0697,acct_0137,parent_0005,contract_0308,2025-06-15,reactivation,generated_history,330000,3300000,3630000
+arr_move_0698,acct_0138,parent_0006,contract_0309,2025-06-15,new,generated_history,340000,3400000,3740000
+arr_move_0699,acct_0139,parent_0007,contract_0310,2025-06-15,expansion,generated_history,350000,3500000,3850000
+arr_move_0700,acct_0140,parent_0008,contract_0311,2025-06-15,contraction,generated_history,-360000,3600000,3240000
+arr_move_0701,acct_0141,parent_0009,contract_0312,2025-06-15,reactivation,generated_history,370000,3700000,4070000
+arr_move_0702,acct_0142,parent_0010,contract_0313,2025-06-15,new,generated_history,250000,3800000,4050000
+arr_move_0703,acct_0143,parent_0011,contract_0314,2025-06-15,expansion,generated_history,260000,2000000,2260000
+arr_move_0704,acct_0144,parent_0012,contract_0315,2025-06-15,contraction,generated_history,-270000,2100000,1830000
+arr_move_0705,acct_0145,parent_0013,contract_0316,2025-06-15,reactivation,generated_history,280000,2200000,2480000
+arr_move_0706,acct_0146,parent_0014,contract_0317,2025-06-15,new,generated_history,290000,2300000,2590000
+arr_move_0707,acct_0147,parent_0015,contract_0318,2025-06-15,expansion,generated_history,300000,2400000,2700000
+arr_move_0708,acct_0148,parent_0016,contract_0319,2025-06-15,contraction,generated_history,-310000,2500000,2190000
+arr_move_0709,acct_0149,parent_0017,contract_0320,2025-06-15,reactivation,generated_history,320000,2600000,2920000
+arr_move_0710,acct_0150,parent_0018,contract_0101,2025-06-15,new,generated_history,330000,2700000,3030000
+arr_move_0711,acct_0151,parent_0019,contract_0102,2025-06-15,expansion,generated_history,340000,2800000,3140000
+arr_move_0712,acct_0152,parent_0020,contract_0103,2025-06-15,contraction,generated_history,-350000,2900000,2550000
+arr_move_0713,acct_0153,parent_0021,contract_0104,2025-06-15,reactivation,generated_history,360000,3000000,3360000
+arr_move_0714,acct_0154,parent_0022,contract_0105,2025-06-15,new,generated_history,370000,3100000,3470000
+arr_move_0715,acct_0155,parent_0023,contract_0106,2025-06-15,expansion,generated_history,250000,3200000,3450000
+arr_move_0716,acct_0156,parent_0024,contract_0107,2025-06-15,contraction,generated_history,-260000,3300000,3040000
+arr_move_0717,acct_0157,parent_0025,contract_0108,2025-06-15,reactivation,generated_history,270000,3400000,3670000
+arr_move_0718,acct_0158,parent_0026,contract_0109,2025-06-15,new,generated_history,280000,3500000,3780000
+arr_move_0719,acct_0159,parent_0027,contract_0110,2025-06-15,expansion,generated_history,290000,3600000,3890000
+arr_move_0720,acct_0160,parent_0028,contract_0111,2025-06-15,contraction,generated_history,-300000,3700000,3400000

packages/cli/assets/demo/orbit/raw-sources/warehouse/contracts.csv

@@ -0,0 +1,321 @@
+contract_id,account_id,parent_account_id,plan_id,contract_arr_cents,booked_arr_cents,start_date,end_date,status,renewal_type
+contract_0001,acct_0001,parent_0001,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0002,acct_0002,parent_0002,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0003,acct_0003,parent_0003,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0004,acct_0004,parent_0004,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0005,acct_0005,parent_0005,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0006,acct_0006,parent_0006,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0007,acct_0007,parent_0007,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0008,acct_0008,parent_0008,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0009,acct_0009,parent_0009,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0010,acct_0010,parent_0010,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0011,acct_0011,parent_0011,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0012,acct_0012,parent_0012,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0013,acct_0013,parent_0013,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0014,acct_0014,parent_0014,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0015,acct_0015,parent_0015,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0016,acct_0016,parent_0016,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0017,acct_0017,parent_0017,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0018,acct_0018,parent_0018,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0019,acct_0019,parent_0019,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0020,acct_0020,parent_0020,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0021,acct_0021,parent_0021,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0022,acct_0022,parent_0022,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0023,acct_0023,parent_0023,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0024,acct_0024,parent_0024,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0025,acct_0025,parent_0025,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0026,acct_0026,parent_0026,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0027,acct_0027,parent_0027,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0028,acct_0028,parent_0028,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0029,acct_0029,parent_0029,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0030,acct_0030,parent_0030,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0031,acct_0031,parent_0031,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0032,acct_0032,parent_0032,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0033,acct_0033,parent_0033,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0034,acct_0034,parent_0034,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0035,acct_0035,parent_0035,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0036,acct_0036,parent_0036,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0037,acct_0037,parent_0037,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0038,acct_0038,parent_0038,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0039,acct_0039,parent_0039,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0040,acct_0040,parent_0040,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0041,acct_0041,parent_0041,plan_004,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0042,acct_0042,parent_0042,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0043,acct_0043,parent_0043,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0044,acct_0044,parent_0044,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0045,acct_0045,parent_0045,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0046,acct_0046,parent_0046,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0047,acct_0047,parent_0047,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,expansion
+contract_0048,acct_0048,parent_0048,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,downgrade
+contract_0049,acct_0049,parent_0049,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,new
+contract_0050,acct_0050,parent_0050,plan_003,25000000,25000000,2025-01-01,2026-12-31,active,renewal
+contract_0051,acct_0051,parent_0051,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0052,acct_0052,parent_0052,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0053,acct_0053,parent_0053,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0054,acct_0054,parent_0054,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0055,acct_0055,parent_0055,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0056,acct_0056,parent_0056,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0057,acct_0057,parent_0057,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0058,acct_0058,parent_0058,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0059,acct_0059,parent_0059,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0060,acct_0060,parent_0060,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0061,acct_0061,parent_0061,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0062,acct_0062,parent_0062,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0063,acct_0063,parent_0063,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0064,acct_0064,parent_0064,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0065,acct_0065,parent_0065,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0066,acct_0066,parent_0066,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0067,acct_0067,parent_0067,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0068,acct_0068,parent_0068,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0069,acct_0069,parent_0069,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0070,acct_0070,parent_0070,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0071,acct_0071,parent_0071,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0072,acct_0072,parent_0072,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0073,acct_0073,parent_0073,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0074,acct_0074,parent_0074,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0075,acct_0075,parent_0075,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0076,acct_0076,parent_0076,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0077,acct_0077,parent_0077,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0078,acct_0078,parent_0078,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0079,acct_0079,parent_0079,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0080,acct_0080,parent_0080,plan_003,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0081,acct_0081,parent_0081,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0082,acct_0082,parent_0082,plan_004,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0083,acct_0083,parent_0083,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0084,acct_0084,parent_0084,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0085,acct_0085,parent_0085,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0086,acct_0086,parent_0086,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0087,acct_0087,parent_0087,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0088,acct_0088,parent_0088,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0089,acct_0089,parent_0089,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0090,acct_0090,parent_0090,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0091,acct_0091,parent_0091,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0092,acct_0092,parent_0092,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0093,acct_0093,parent_0093,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0094,acct_0094,parent_0094,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0095,acct_0095,parent_0095,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0096,acct_0096,parent_0096,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,downgrade
+contract_0097,acct_0097,parent_0097,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,new
+contract_0098,acct_0098,parent_0098,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,renewal
+contract_0099,acct_0099,parent_0099,plan_002,12000000,12000000,2025-01-01,2026-12-31,active,expansion
+contract_0100,acct_0100,parent_0100,plan_002,36200000,36200000,2025-01-01,2026-12-31,active,downgrade
+contract_0101,acct_0101,parent_0101,plan_002,4010000,4010000,2025-03-01,2025-12-31,expired,new
+contract_0102,acct_0102,parent_0102,plan_002,4020000,4020000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0103,acct_0103,parent_0103,plan_002,4030000,4030000,2025-03-01,2025-12-31,expired,expansion
+contract_0104,acct_0104,parent_0104,plan_002,4040000,4040000,2025-03-01,2025-12-31,expired,downgrade
+contract_0105,acct_0105,parent_0105,plan_002,4050000,4050000,2025-03-01,2025-12-31,cancelled,new
+contract_0106,acct_0106,parent_0106,plan_002,4060000,4060000,2025-03-01,2025-12-31,expired,renewal
+contract_0107,acct_0107,parent_0107,plan_002,4070000,4070000,2025-03-01,2025-12-31,expired,expansion
+contract_0108,acct_0108,parent_0108,plan_002,4080000,4080000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0109,acct_0109,parent_0109,plan_002,4090000,4090000,2025-03-01,2025-12-31,expired,new
+contract_0110,acct_0110,parent_0110,plan_002,4100000,4100000,2025-03-01,2025-12-31,expired,renewal
+contract_0111,acct_0111,parent_0111,plan_002,4110000,4110000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0112,acct_0112,parent_0112,plan_002,4120000,4120000,2025-03-01,2025-12-31,expired,downgrade
+contract_0113,acct_0113,parent_0113,plan_002,4130000,4130000,2025-03-01,2025-12-31,expired,new
+contract_0114,acct_0114,parent_0114,plan_002,4140000,4140000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0115,acct_0115,parent_0115,plan_002,4150000,4150000,2025-03-01,2025-12-31,expired,expansion
+contract_0116,acct_0116,parent_0116,plan_002,4160000,4160000,2025-03-01,2025-12-31,expired,downgrade
+contract_0117,acct_0117,parent_0117,plan_002,4170000,4170000,2025-03-01,2025-12-31,cancelled,new
+contract_0118,acct_0118,parent_0118,plan_002,4180000,4180000,2025-03-01,2025-12-31,expired,renewal
+contract_0119,acct_0119,parent_0119,plan_002,4190000,4190000,2025-03-01,2025-12-31,expired,expansion
+contract_0120,acct_0120,parent_0120,plan_002,4200000,4200000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0121,acct_0121,parent_0121,plan_002,4210000,4210000,2025-03-01,2025-12-31,expired,new
+contract_0122,acct_0122,parent_0122,plan_002,4220000,4220000,2025-03-01,2025-12-31,expired,renewal
+contract_0123,acct_0123,parent_0123,plan_004,4230000,4230000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0124,acct_0124,parent_0124,plan_002,4240000,4240000,2025-03-01,2025-12-31,expired,downgrade
+contract_0125,acct_0125,parent_0125,plan_002,4250000,4250000,2025-03-01,2025-12-31,expired,new
+contract_0126,acct_0126,parent_0126,plan_002,4260000,4260000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0127,acct_0127,parent_0127,plan_002,4270000,4270000,2025-03-01,2025-12-31,expired,expansion
+contract_0128,acct_0128,parent_0128,plan_002,4280000,4280000,2025-03-01,2025-12-31,expired,downgrade
+contract_0129,acct_0129,parent_0129,plan_002,4290000,4290000,2025-03-01,2025-12-31,cancelled,new
+contract_0130,acct_0130,parent_0130,plan_002,4300000,4300000,2025-03-01,2025-12-31,expired,renewal
+contract_0131,acct_0131,parent_0131,plan_002,4310000,4310000,2025-03-01,2025-12-31,expired,expansion
+contract_0132,acct_0132,parent_0132,plan_002,4320000,4320000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0133,acct_0133,parent_0001,plan_002,4330000,4330000,2025-03-01,2025-12-31,expired,new
+contract_0134,acct_0134,parent_0002,plan_002,4340000,4340000,2025-03-01,2025-12-31,expired,renewal
+contract_0135,acct_0135,parent_0003,plan_002,4350000,4350000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0136,acct_0136,parent_0004,plan_002,4360000,4360000,2025-03-01,2025-12-31,expired,downgrade
+contract_0137,acct_0137,parent_0005,plan_002,4370000,4370000,2025-03-01,2025-12-31,expired,new
+contract_0138,acct_0138,parent_0006,plan_002,4380000,4380000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0139,acct_0139,parent_0007,plan_002,4390000,4390000,2025-03-01,2025-12-31,expired,expansion
+contract_0140,acct_0140,parent_0008,plan_002,4400000,4400000,2025-03-01,2025-12-31,expired,downgrade
+contract_0141,acct_0141,parent_0009,plan_002,4410000,4410000,2025-03-01,2025-12-31,cancelled,new
+contract_0142,acct_0142,parent_0010,plan_002,4420000,4420000,2025-03-01,2025-12-31,expired,renewal
+contract_0143,acct_0143,parent_0011,plan_002,4430000,4430000,2025-03-01,2025-12-31,expired,expansion
+contract_0144,acct_0144,parent_0012,plan_002,4440000,4440000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0145,acct_0145,parent_0013,plan_002,4450000,4450000,2025-03-01,2025-12-31,expired,new
+contract_0146,acct_0146,parent_0014,plan_002,4460000,4460000,2025-03-01,2025-12-31,expired,renewal
+contract_0147,acct_0147,parent_0015,plan_002,4470000,4470000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0148,acct_0148,parent_0016,plan_002,4480000,4480000,2025-03-01,2025-12-31,expired,downgrade
+contract_0149,acct_0149,parent_0017,plan_002,4490000,4490000,2025-03-01,2025-12-31,expired,new
+contract_0150,acct_0150,parent_0018,plan_002,4500000,4500000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0151,acct_0151,parent_0019,plan_001,4510000,4510000,2025-03-01,2025-12-31,expired,expansion
+contract_0152,acct_0152,parent_0020,plan_001,4520000,4520000,2025-03-01,2025-12-31,expired,downgrade
+contract_0153,acct_0153,parent_0021,plan_001,4530000,4530000,2025-03-01,2025-12-31,cancelled,new
+contract_0154,acct_0154,parent_0022,plan_001,4540000,4540000,2025-03-01,2025-12-31,expired,renewal
+contract_0155,acct_0155,parent_0023,plan_001,4550000,4550000,2025-03-01,2025-12-31,expired,expansion
+contract_0156,acct_0156,parent_0024,plan_001,4560000,4560000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0157,acct_0157,parent_0025,plan_001,4570000,4570000,2025-03-01,2025-12-31,expired,new
+contract_0158,acct_0158,parent_0026,plan_001,4580000,4580000,2025-03-01,2025-12-31,expired,renewal
+contract_0159,acct_0159,parent_0027,plan_001,4590000,4590000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0160,acct_0160,parent_0028,plan_001,4600000,4600000,2025-03-01,2025-12-31,expired,downgrade
+contract_0161,acct_0161,parent_0029,plan_001,4610000,4610000,2025-03-01,2025-12-31,expired,new
+contract_0162,acct_0162,parent_0030,plan_001,4620000,4620000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0163,acct_0163,parent_0031,plan_001,4630000,4630000,2025-03-01,2025-12-31,expired,expansion
+contract_0164,acct_0164,parent_0032,plan_004,4640000,4640000,2025-03-01,2025-12-31,expired,downgrade
+contract_0165,acct_0165,parent_0033,plan_001,4650000,4650000,2025-03-01,2025-12-31,cancelled,new
+contract_0166,acct_0166,parent_0034,plan_001,4660000,4660000,2025-03-01,2025-12-31,expired,renewal
+contract_0167,acct_0167,parent_0035,plan_001,4670000,4670000,2025-03-01,2025-12-31,expired,expansion
+contract_0168,acct_0168,parent_0036,plan_001,4680000,4680000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0169,acct_0169,parent_0037,plan_001,4690000,4690000,2025-03-01,2025-12-31,expired,new
+contract_0170,acct_0170,parent_0038,plan_001,4700000,4700000,2025-03-01,2025-12-31,expired,renewal
+contract_0171,acct_0171,parent_0039,plan_001,4710000,4710000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0172,acct_0172,parent_0040,plan_001,4720000,4720000,2025-03-01,2025-12-31,expired,downgrade
+contract_0173,acct_0173,parent_0041,plan_001,4730000,4730000,2025-03-01,2025-12-31,expired,new
+contract_0174,acct_0174,parent_0042,plan_001,4740000,4740000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0175,acct_0175,parent_0043,plan_001,4750000,4750000,2025-03-01,2025-12-31,expired,expansion
+contract_0176,acct_0176,parent_0044,plan_001,4760000,4760000,2025-03-01,2025-12-31,expired,downgrade
+contract_0177,acct_0177,parent_0045,plan_001,4770000,4770000,2025-03-01,2025-12-31,cancelled,new
+contract_0178,acct_0178,parent_0046,plan_001,4780000,4780000,2025-03-01,2025-12-31,expired,renewal
+contract_0179,acct_0179,parent_0047,plan_001,4790000,4790000,2025-03-01,2025-12-31,expired,expansion
+contract_0180,acct_0180,parent_0048,plan_001,4800000,4800000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0181,acct_0181,parent_0049,plan_001,4810000,4810000,2025-03-01,2025-12-31,expired,new
+contract_0182,acct_0182,parent_0050,plan_001,4820000,4820000,2025-03-01,2025-12-31,expired,renewal
+contract_0183,acct_0183,parent_0051,plan_001,4830000,4830000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0184,acct_0184,parent_0052,plan_001,4840000,4840000,2025-03-01,2025-12-31,expired,downgrade
+contract_0185,acct_0185,parent_0053,plan_001,4850000,4850000,2025-03-01,2025-12-31,expired,new
+contract_0186,acct_0186,parent_0054,plan_001,4860000,4860000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0187,acct_0187,parent_0055,plan_001,4870000,4870000,2025-03-01,2025-12-31,expired,expansion
+contract_0188,acct_0188,parent_0056,plan_001,4880000,4880000,2025-03-01,2025-12-31,expired,downgrade
+contract_0189,acct_0189,parent_0057,plan_001,4890000,4890000,2025-03-01,2025-12-31,cancelled,new
+contract_0190,acct_0190,parent_0058,plan_001,4900000,4900000,2025-03-01,2025-12-31,expired,renewal
+contract_0191,acct_0191,parent_0059,plan_001,4910000,4910000,2025-03-01,2025-12-31,expired,expansion
+contract_0192,acct_0192,parent_0060,plan_001,4920000,4920000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0193,acct_0193,parent_0061,plan_001,4930000,4930000,2025-03-01,2025-12-31,expired,new
+contract_0194,acct_0194,parent_0062,plan_001,4940000,4940000,2025-03-01,2025-12-31,expired,renewal
+contract_0195,acct_0195,parent_0063,plan_001,4950000,4950000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0196,acct_0196,parent_0064,plan_001,4960000,4960000,2025-03-01,2025-12-31,expired,downgrade
+contract_0197,acct_0197,parent_0065,plan_001,4970000,4970000,2025-03-01,2025-12-31,expired,new
+contract_0198,acct_0198,parent_0066,plan_001,4980000,4980000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0199,acct_0199,parent_0067,plan_001,4990000,4990000,2025-03-01,2025-12-31,expired,expansion
+contract_0200,acct_0200,parent_0068,plan_001,5000000,5000000,2025-03-01,2025-12-31,expired,downgrade
+contract_0201,acct_0001,parent_0001,plan_003,5010000,5010000,2025-03-01,2025-12-31,cancelled,new
+contract_0202,acct_0002,parent_0002,plan_003,5020000,5020000,2025-03-01,2025-12-31,expired,renewal
+contract_0203,acct_0003,parent_0003,plan_003,5030000,5030000,2025-03-01,2025-12-31,expired,expansion
+contract_0204,acct_0004,parent_0004,plan_003,5040000,5040000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0205,acct_0005,parent_0005,plan_004,5050000,5050000,2025-03-01,2025-12-31,expired,new
+contract_0206,acct_0006,parent_0006,plan_003,5060000,5060000,2025-03-01,2025-12-31,expired,renewal
+contract_0207,acct_0007,parent_0007,plan_003,5070000,5070000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0208,acct_0008,parent_0008,plan_003,5080000,5080000,2025-03-01,2025-12-31,expired,downgrade
+contract_0209,acct_0009,parent_0009,plan_003,5090000,5090000,2025-03-01,2025-12-31,expired,new
+contract_0210,acct_0010,parent_0010,plan_003,5100000,5100000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0211,acct_0011,parent_0011,plan_003,5110000,5110000,2025-03-01,2025-12-31,expired,expansion
+contract_0212,acct_0012,parent_0012,plan_003,5120000,5120000,2025-03-01,2025-12-31,expired,downgrade
+contract_0213,acct_0013,parent_0013,plan_003,5130000,5130000,2025-03-01,2025-12-31,cancelled,new
+contract_0214,acct_0014,parent_0014,plan_003,5140000,5140000,2025-03-01,2025-12-31,expired,renewal
+contract_0215,acct_0015,parent_0015,plan_003,5150000,5150000,2025-03-01,2025-12-31,expired,expansion
+contract_0216,acct_0016,parent_0016,plan_003,5160000,5160000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0217,acct_0017,parent_0017,plan_003,5170000,5170000,2025-03-01,2025-12-31,expired,new
+contract_0218,acct_0018,parent_0018,plan_003,5180000,5180000,2025-03-01,2025-12-31,expired,renewal
+contract_0219,acct_0019,parent_0019,plan_003,5190000,5190000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0220,acct_0020,parent_0020,plan_003,5200000,5200000,2025-03-01,2025-12-31,expired,downgrade
+contract_0221,acct_0021,parent_0021,plan_003,5210000,5210000,2025-03-01,2025-12-31,expired,new
+contract_0222,acct_0022,parent_0022,plan_003,5220000,5220000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0223,acct_0023,parent_0023,plan_003,5230000,5230000,2025-03-01,2025-12-31,expired,expansion
+contract_0224,acct_0024,parent_0024,plan_003,5240000,5240000,2025-03-01,2025-12-31,expired,downgrade
+contract_0225,acct_0025,parent_0025,plan_003,5250000,5250000,2025-03-01,2025-12-31,cancelled,new
+contract_0226,acct_0026,parent_0026,plan_003,5260000,5260000,2025-03-01,2025-12-31,expired,renewal
+contract_0227,acct_0027,parent_0027,plan_003,5270000,5270000,2025-03-01,2025-12-31,expired,expansion
+contract_0228,acct_0028,parent_0028,plan_003,5280000,5280000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0229,acct_0029,parent_0029,plan_003,5290000,5290000,2025-03-01,2025-12-31,expired,new
+contract_0230,acct_0030,parent_0030,plan_003,5300000,5300000,2025-03-01,2025-12-31,expired,renewal
+contract_0231,acct_0031,parent_0031,plan_003,5310000,5310000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0232,acct_0032,parent_0032,plan_003,5320000,5320000,2025-03-01,2025-12-31,expired,downgrade
+contract_0233,acct_0033,parent_0033,plan_003,5330000,5330000,2025-03-01,2025-12-31,expired,new
+contract_0234,acct_0034,parent_0034,plan_003,5340000,5340000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0235,acct_0035,parent_0035,plan_003,5350000,5350000,2025-03-01,2025-12-31,expired,expansion
+contract_0236,acct_0036,parent_0036,plan_003,5360000,5360000,2025-03-01,2025-12-31,expired,downgrade
+contract_0237,acct_0037,parent_0037,plan_003,5370000,5370000,2025-03-01,2025-12-31,cancelled,new
+contract_0238,acct_0038,parent_0038,plan_003,5380000,5380000,2025-03-01,2025-12-31,expired,renewal
+contract_0239,acct_0039,parent_0039,plan_003,5390000,5390000,2025-03-01,2025-12-31,expired,expansion
+contract_0240,acct_0040,parent_0040,plan_003,5400000,5400000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0241,acct_0041,parent_0041,plan_003,5410000,5410000,2025-03-01,2025-12-31,expired,new
+contract_0242,acct_0042,parent_0042,plan_003,5420000,5420000,2025-03-01,2025-12-31,expired,renewal
+contract_0243,acct_0043,parent_0043,plan_003,5430000,5430000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0244,acct_0044,parent_0044,plan_003,5440000,5440000,2025-03-01,2025-12-31,expired,downgrade
+contract_0245,acct_0045,parent_0045,plan_003,5450000,5450000,2025-03-01,2025-12-31,expired,new
+contract_0246,acct_0046,parent_0046,plan_004,5460000,5460000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0247,acct_0047,parent_0047,plan_003,5470000,5470000,2025-03-01,2025-12-31,expired,expansion
+contract_0248,acct_0048,parent_0048,plan_003,5480000,5480000,2025-03-01,2025-12-31,expired,downgrade
+contract_0249,acct_0049,parent_0049,plan_003,5490000,5490000,2025-03-01,2025-12-31,cancelled,new
+contract_0250,acct_0050,parent_0050,plan_003,5500000,5500000,2025-03-01,2025-12-31,expired,renewal
+contract_0251,acct_0051,parent_0051,plan_003,5510000,5510000,2025-03-01,2025-12-31,expired,expansion
+contract_0252,acct_0052,parent_0052,plan_003,5520000,5520000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0253,acct_0053,parent_0053,plan_003,5530000,5530000,2025-03-01,2025-12-31,expired,new
+contract_0254,acct_0054,parent_0054,plan_003,5540000,5540000,2025-03-01,2025-12-31,expired,renewal
+contract_0255,acct_0055,parent_0055,plan_003,5550000,5550000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0256,acct_0056,parent_0056,plan_003,5560000,5560000,2025-03-01,2025-12-31,expired,downgrade
+contract_0257,acct_0057,parent_0057,plan_003,5570000,5570000,2025-03-01,2025-12-31,expired,new
+contract_0258,acct_0058,parent_0058,plan_003,5580000,5580000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0259,acct_0059,parent_0059,plan_003,5590000,5590000,2025-03-01,2025-12-31,expired,expansion
+contract_0260,acct_0060,parent_0060,plan_003,5600000,5600000,2025-03-01,2025-12-31,expired,downgrade
+contract_0261,acct_0061,parent_0061,plan_003,5610000,5610000,2025-03-01,2025-12-31,cancelled,new
+contract_0262,acct_0062,parent_0062,plan_003,5620000,5620000,2025-03-01,2025-12-31,expired,renewal
+contract_0263,acct_0063,parent_0063,plan_003,5630000,5630000,2025-03-01,2025-12-31,expired,expansion
+contract_0264,acct_0064,parent_0064,plan_003,5640000,5640000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0265,acct_0065,parent_0065,plan_003,5650000,5650000,2025-03-01,2025-12-31,expired,new
+contract_0266,acct_0066,parent_0066,plan_003,5660000,5660000,2025-03-01,2025-12-31,expired,renewal
+contract_0267,acct_0067,parent_0067,plan_003,5670000,5670000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0268,acct_0068,parent_0068,plan_003,5680000,5680000,2025-03-01,2025-12-31,expired,downgrade
+contract_0269,acct_0069,parent_0069,plan_003,5690000,5690000,2025-03-01,2025-12-31,expired,new
+contract_0270,acct_0070,parent_0070,plan_003,5700000,5700000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0271,acct_0071,parent_0071,plan_003,5710000,5710000,2025-03-01,2025-12-31,expired,expansion
+contract_0272,acct_0072,parent_0072,plan_003,5720000,5720000,2025-03-01,2025-12-31,expired,downgrade
+contract_0273,acct_0073,parent_0073,plan_003,5730000,5730000,2025-03-01,2025-12-31,cancelled,new
+contract_0274,acct_0074,parent_0074,plan_003,5740000,5740000,2025-03-01,2025-12-31,expired,renewal
+contract_0275,acct_0075,parent_0075,plan_003,5750000,5750000,2025-03-01,2025-12-31,expired,expansion
+contract_0276,acct_0076,parent_0076,plan_003,5760000,5760000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0277,acct_0077,parent_0077,plan_003,5770000,5770000,2025-03-01,2025-12-31,expired,new
+contract_0278,acct_0078,parent_0078,plan_003,5780000,5780000,2025-03-01,2025-12-31,expired,renewal
+contract_0279,acct_0079,parent_0079,plan_003,5790000,5790000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0280,acct_0080,parent_0080,plan_003,5800000,5800000,2025-03-01,2025-12-31,expired,downgrade
+contract_0281,acct_0081,parent_0081,plan_002,5810000,5810000,2025-03-01,2025-12-31,expired,new
+contract_0282,acct_0082,parent_0082,plan_002,5820000,5820000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0283,acct_0083,parent_0083,plan_002,5830000,5830000,2025-03-01,2025-12-31,expired,expansion
+contract_0284,acct_0084,parent_0084,plan_002,5840000,5840000,2025-03-01,2025-12-31,expired,downgrade
+contract_0285,acct_0085,parent_0085,plan_002,5850000,5850000,2025-03-01,2025-12-31,cancelled,new
+contract_0286,acct_0086,parent_0086,plan_002,5860000,5860000,2025-03-01,2025-12-31,expired,renewal
+contract_0287,acct_0087,parent_0087,plan_004,5870000,5870000,2025-03-01,2025-12-31,expired,expansion
+contract_0288,acct_0088,parent_0088,plan_002,5880000,5880000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0289,acct_0089,parent_0089,plan_002,5890000,5890000,2025-03-01,2025-12-31,expired,new
+contract_0290,acct_0090,parent_0090,plan_002,5900000,5900000,2025-03-01,2025-12-31,expired,renewal
+contract_0291,acct_0091,parent_0091,plan_002,5910000,5910000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0292,acct_0092,parent_0092,plan_002,5920000,5920000,2025-03-01,2025-12-31,expired,downgrade
+contract_0293,acct_0093,parent_0093,plan_002,5930000,5930000,2025-03-01,2025-12-31,expired,new
+contract_0294,acct_0094,parent_0094,plan_002,5940000,5940000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0295,acct_0095,parent_0095,plan_002,5950000,5950000,2025-03-01,2025-12-31,expired,expansion
+contract_0296,acct_0096,parent_0096,plan_002,5960000,5960000,2025-03-01,2025-12-31,expired,downgrade
+contract_0297,acct_0097,parent_0097,plan_002,5970000,5970000,2025-03-01,2025-12-31,cancelled,new
+contract_0298,acct_0098,parent_0098,plan_002,5980000,5980000,2025-03-01,2025-12-31,expired,renewal
+contract_0299,acct_0099,parent_0099,plan_002,5990000,5990000,2025-03-01,2025-12-31,expired,expansion
+contract_0300,acct_0100,parent_0100,plan_002,6000000,6000000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0301,acct_0101,parent_0101,plan_002,6010000,6010000,2025-03-01,2025-12-31,expired,new
+contract_0302,acct_0102,parent_0102,plan_002,6020000,6020000,2025-03-01,2025-12-31,expired,renewal
+contract_0303,acct_0103,parent_0103,plan_002,6030000,6030000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0304,acct_0104,parent_0104,plan_002,6040000,6040000,2025-03-01,2025-12-31,expired,downgrade
+contract_0305,acct_0105,parent_0105,plan_002,6050000,6050000,2025-03-01,2025-12-31,expired,new
+contract_0306,acct_0106,parent_0106,plan_002,6060000,6060000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0307,acct_0107,parent_0107,plan_002,6070000,6070000,2025-03-01,2025-12-31,expired,expansion
+contract_0308,acct_0108,parent_0108,plan_002,6080000,6080000,2025-03-01,2025-12-31,expired,downgrade
+contract_0309,acct_0109,parent_0109,plan_002,6090000,6090000,2025-03-01,2025-12-31,cancelled,new
+contract_0310,acct_0110,parent_0110,plan_002,6100000,6100000,2025-03-01,2025-12-31,expired,renewal
+contract_0311,acct_0111,parent_0111,plan_002,6110000,6110000,2025-03-01,2025-12-31,expired,expansion
+contract_0312,acct_0112,parent_0112,plan_002,6120000,6120000,2025-03-01,2025-12-31,cancelled,downgrade
+contract_0313,acct_0113,parent_0113,plan_002,6130000,6130000,2025-03-01,2025-12-31,expired,new
+contract_0314,acct_0114,parent_0114,plan_002,6140000,6140000,2025-03-01,2025-12-31,expired,renewal
+contract_0315,acct_0115,parent_0115,plan_002,6150000,6150000,2025-03-01,2025-12-31,cancelled,expansion
+contract_0316,acct_0116,parent_0116,plan_002,6160000,6160000,2025-03-01,2025-12-31,expired,downgrade
+contract_0317,acct_0117,parent_0117,plan_002,6170000,6170000,2025-03-01,2025-12-31,expired,new
+contract_0318,acct_0118,parent_0118,plan_002,6180000,6180000,2025-03-01,2025-12-31,cancelled,renewal
+contract_0319,acct_0119,parent_0119,plan_002,6190000,6190000,2025-03-01,2025-12-31,expired,expansion
+contract_0320,acct_0120,parent_0120,plan_002,6200000,6200000,2025-03-01,2025-12-31,expired,downgrade

packages/cli/assets/demo/orbit/raw-sources/warehouse/plans.csv

@@ -0,0 +1,5 @@
+plan_id,plan_code,plan_name,canonical_plan_code,is_retired,retired_at
+plan_001,starter,Starter,starter,false,2099-12-31T00:00:00Z
+plan_002,growth,Growth,growth,false,2099-12-31T00:00:00Z
+plan_003,enterprise,Enterprise,enterprise,false,2099-12-31T00:00:00Z
+plan_004,pro_plus,Pro Plus,growth,true,2025-10-01T00:00:00Z

packages/cli/assets/demo/orbit/raw-sources/warehouse/support_tickets.csv

@@ -0,0 +1,521 @@
+support_ticket_id,account_id,requester_user_id,severity,category,status,created_at,resolved_at,owner_user_id
+ticket_0001,acct_0001,user_000287,critical,approval_routing,open,2026-03-10T17:00:00Z,2099-12-31T00:00:00Z,user_000901
+ticket_0002,acct_0002,user_000288,high,approval_routing,open,2026-03-11T17:00:00Z,2099-12-31T00:00:00Z,user_000902
+ticket_0003,acct_0003,user_000289,critical,approval_routing,open,2026-03-12T17:00:00Z,2099-12-31T00:00:00Z,user_000903
+ticket_0004,acct_0004,user_000290,high,approval_routing,open,2026-03-13T17:00:00Z,2099-12-31T00:00:00Z,user_000904
+ticket_0005,acct_0005,user_000291,critical,approval_routing,open,2026-03-14T17:00:00Z,2099-12-31T00:00:00Z,user_000905
+ticket_0006,acct_0006,user_000292,high,approval_routing,open,2026-03-15T17:00:00Z,2099-12-31T00:00:00Z,user_000906
+ticket_0007,acct_0007,user_000293,critical,approval_routing,open,2026-03-16T17:00:00Z,2099-12-31T00:00:00Z,user_000907
+ticket_0008,acct_0008,user_000294,high,approval_routing,open,2026-03-17T17:00:00Z,2099-12-31T00:00:00Z,user_000908
+ticket_0009,acct_0009,user_000295,critical,approval_routing,open,2026-03-18T17:00:00Z,2099-12-31T00:00:00Z,user_000909
+ticket_0010,acct_0010,user_000010,medium,supplier_onboarding,pending,2026-02-10T17:00:00Z,2026-02-28T17:00:00Z,user_000909
+ticket_0011,acct_0011,user_000011,high,billing,solved,2026-02-11T17:00:00Z,2026-02-28T17:00:00Z,user_000910
+ticket_0012,acct_0012,user_000012,critical,permissions,closed,2026-02-12T17:00:00Z,2026-02-28T17:00:00Z,user_000911
+ticket_0013,acct_0013,user_000013,low,approval_routing,open,2026-02-13T17:00:00Z,2026-02-28T17:00:00Z,user_000912
+ticket_0014,acct_0014,user_000014,medium,supplier_onboarding,pending,2026-02-14T17:00:00Z,2026-02-28T17:00:00Z,user_000913
+ticket_0015,acct_0015,user_000015,high,billing,solved,2026-02-15T17:00:00Z,2026-02-28T17:00:00Z,user_000914
+ticket_0016,acct_0016,user_000016,critical,permissions,closed,2026-02-16T17:00:00Z,2026-02-28T17:00:00Z,user_000915
+ticket_0017,acct_0017,user_000017,low,approval_routing,open,2026-02-17T17:00:00Z,2026-02-28T17:00:00Z,user_000916
+ticket_0018,acct_0018,user_000018,medium,supplier_onboarding,pending,2026-02-18T17:00:00Z,2026-02-28T17:00:00Z,user_000917
+ticket_0019,acct_0019,user_000019,high,billing,solved,2026-02-19T17:00:00Z,2026-02-28T17:00:00Z,user_000918
+ticket_0020,acct_0020,user_000020,critical,permissions,closed,2026-02-20T17:00:00Z,2026-02-28T17:00:00Z,user_000919
+ticket_0021,acct_0021,user_000021,low,approval_routing,open,2026-02-21T17:00:00Z,2026-02-28T17:00:00Z,user_000920
+ticket_0022,acct_0022,user_000022,medium,supplier_onboarding,pending,2026-02-22T17:00:00Z,2026-02-28T17:00:00Z,user_000921
+ticket_0023,acct_0023,user_000023,high,billing,solved,2026-02-23T17:00:00Z,2026-02-28T17:00:00Z,user_000922
+ticket_0024,acct_0024,user_000024,critical,permissions,closed,2026-02-24T17:00:00Z,2026-02-28T17:00:00Z,user_000923
+ticket_0025,acct_0025,user_000025,low,approval_routing,open,2026-02-25T17:00:00Z,2026-02-28T17:00:00Z,user_000924
+ticket_0026,acct_0026,user_000026,medium,supplier_onboarding,pending,2026-02-26T17:00:00Z,2026-02-28T17:00:00Z,user_000925
+ticket_0027,acct_0027,user_000027,high,billing,solved,2026-02-27T17:00:00Z,2026-02-28T17:00:00Z,user_000926
+ticket_0028,acct_0028,user_000028,critical,permissions,closed,2026-02-28T17:00:00Z,2026-02-28T17:00:00Z,user_000927
+ticket_0029,acct_0029,user_000029,low,approval_routing,open,2026-02-01T17:00:00Z,2026-02-28T17:00:00Z,user_000928
+ticket_0030,acct_0030,user_000030,medium,supplier_onboarding,pending,2026-02-02T17:00:00Z,2026-02-28T17:00:00Z,user_000929
+ticket_0031,acct_0031,user_000031,high,billing,solved,2026-02-03T17:00:00Z,2026-02-28T17:00:00Z,user_000930
+ticket_0032,acct_0032,user_000032,critical,permissions,closed,2026-02-04T17:00:00Z,2026-02-28T17:00:00Z,user_000931
+ticket_0033,acct_0033,user_000033,low,approval_routing,open,2026-02-05T17:00:00Z,2026-02-28T17:00:00Z,user_000932
+ticket_0034,acct_0034,user_000034,medium,supplier_onboarding,pending,2026-02-06T17:00:00Z,2026-02-28T17:00:00Z,user_000933
+ticket_0035,acct_0035,user_000035,high,billing,solved,2026-02-07T17:00:00Z,2026-02-28T17:00:00Z,user_000934
+ticket_0036,acct_0036,user_000036,critical,permissions,closed,2026-02-08T17:00:00Z,2026-02-28T17:00:00Z,user_000935
+ticket_0037,acct_0037,user_000037,low,approval_routing,open,2026-02-09T17:00:00Z,2026-02-28T17:00:00Z,user_000936
+ticket_0038,acct_0038,user_000038,medium,supplier_onboarding,pending,2026-02-10T17:00:00Z,2026-02-28T17:00:00Z,user_000937
+ticket_0039,acct_0039,user_000039,high,billing,solved,2026-02-11T17:00:00Z,2026-02-28T17:00:00Z,user_000938
+ticket_0040,acct_0040,user_000040,critical,permissions,closed,2026-02-12T17:00:00Z,2026-02-28T17:00:00Z,user_000939
+ticket_0041,acct_0041,user_000041,low,approval_routing,open,2026-02-13T17:00:00Z,2026-02-28T17:00:00Z,user_000940
+ticket_0042,acct_0042,user_000042,medium,supplier_onboarding,pending,2026-02-14T17:00:00Z,2026-02-28T17:00:00Z,user_000941
+ticket_0043,acct_0043,user_000043,high,billing,solved,2026-02-15T17:00:00Z,2026-02-28T17:00:00Z,user_000942
+ticket_0044,acct_0044,user_000044,critical,permissions,closed,2026-02-16T17:00:00Z,2026-02-28T17:00:00Z,user_000943
+ticket_0045,acct_0045,user_000045,low,approval_routing,open,2026-02-17T17:00:00Z,2026-02-28T17:00:00Z,user_000944
+ticket_0046,acct_0046,user_000046,medium,supplier_onboarding,pending,2026-02-18T17:00:00Z,2026-02-28T17:00:00Z,user_000945
+ticket_0047,acct_0047,user_000047,high,billing,solved,2026-02-19T17:00:00Z,2026-02-28T17:00:00Z,user_000946
+ticket_0048,acct_0048,user_000048,critical,permissions,closed,2026-02-20T17:00:00Z,2026-02-28T17:00:00Z,user_000947
+ticket_0049,acct_0049,user_000049,low,approval_routing,open,2026-02-21T17:00:00Z,2026-02-28T17:00:00Z,user_000948
+ticket_0050,acct_0050,user_000050,medium,supplier_onboarding,pending,2026-02-22T17:00:00Z,2026-02-28T17:00:00Z,user_000949
+ticket_0051,acct_0051,user_000051,high,billing,solved,2026-02-23T17:00:00Z,2026-02-28T17:00:00Z,user_000950
+ticket_0052,acct_0052,user_000052,critical,permissions,closed,2026-02-24T17:00:00Z,2026-02-28T17:00:00Z,user_000951
+ticket_0053,acct_0053,user_000053,low,approval_routing,open,2026-02-25T17:00:00Z,2026-02-28T17:00:00Z,user_000952
+ticket_0054,acct_0054,user_000054,medium,supplier_onboarding,pending,2026-02-26T17:00:00Z,2026-02-28T17:00:00Z,user_000953
+ticket_0055,acct_0055,user_000055,high,billing,solved,2026-02-27T17:00:00Z,2026-02-28T17:00:00Z,user_000954
+ticket_0056,acct_0056,user_000056,critical,permissions,closed,2026-02-28T17:00:00Z,2026-02-28T17:00:00Z,user_000955
+ticket_0057,acct_0057,user_000057,low,approval_routing,open,2026-02-01T17:00:00Z,2026-02-28T17:00:00Z,user_000956
+ticket_0058,acct_0058,user_000058,medium,supplier_onboarding,pending,2026-02-02T17:00:00Z,2026-02-28T17:00:00Z,user_000957
+ticket_0059,acct_0059,user_000059,high,billing,solved,2026-02-03T17:00:00Z,2026-02-28T17:00:00Z,user_000958
+ticket_0060,acct_0060,user_000060,critical,permissions,closed,2026-02-04T17:00:00Z,2026-02-28T17:00:00Z,user_000959
+ticket_0061,acct_0061,user_000061,low,approval_routing,open,2026-02-05T17:00:00Z,2026-02-28T17:00:00Z,user_000960
+ticket_0062,acct_0062,user_000062,medium,supplier_onboarding,pending,2026-02-06T17:00:00Z,2026-02-28T17:00:00Z,user_000961
+ticket_0063,acct_0063,user_000063,high,billing,solved,2026-02-07T17:00:00Z,2026-02-28T17:00:00Z,user_000962
+ticket_0064,acct_0064,user_000064,critical,permissions,closed,2026-02-08T17:00:00Z,2026-02-28T17:00:00Z,user_000963
+ticket_0065,acct_0065,user_000065,low,approval_routing,open,2026-02-09T17:00:00Z,2026-02-28T17:00:00Z,user_000964
+ticket_0066,acct_0066,user_000066,medium,supplier_onboarding,pending,2026-02-10T17:00:00Z,2026-02-28T17:00:00Z,user_000965
+ticket_0067,acct_0067,user_000067,high,billing,solved,2026-02-11T17:00:00Z,2026-02-28T17:00:00Z,user_000966
+ticket_0068,acct_0068,user_000068,critical,permissions,closed,2026-02-12T17:00:00Z,2026-02-28T17:00:00Z,user_000967
+ticket_0069,acct_0069,user_000069,low,approval_routing,open,2026-02-13T17:00:00Z,2026-02-28T17:00:00Z,user_000968
+ticket_0070,acct_0070,user_000070,medium,supplier_onboarding,pending,2026-02-14T17:00:00Z,2026-02-28T17:00:00Z,user_000969
+ticket_0071,acct_0071,user_000071,high,billing,solved,2026-02-15T17:00:00Z,2026-02-28T17:00:00Z,user_000970
+ticket_0072,acct_0072,user_000072,critical,permissions,closed,2026-02-16T17:00:00Z,2026-02-28T17:00:00Z,user_000971
+ticket_0073,acct_0073,user_000073,low,approval_routing,open,2026-02-17T17:00:00Z,2026-02-28T17:00:00Z,user_000972
+ticket_0074,acct_0074,user_000074,medium,supplier_onboarding,pending,2026-02-18T17:00:00Z,2026-02-28T17:00:00Z,user_000973
+ticket_0075,acct_0075,user_000075,high,billing,solved,2026-02-19T17:00:00Z,2026-02-28T17:00:00Z,user_000974
+ticket_0076,acct_0076,user_000076,critical,permissions,closed,2026-02-20T17:00:00Z,2026-02-28T17:00:00Z,user_000975
+ticket_0077,acct_0077,user_000077,low,approval_routing,open,2026-02-21T17:00:00Z,2026-02-28T17:00:00Z,user_000976
+ticket_0078,acct_0078,user_000078,medium,supplier_onboarding,pending,2026-02-22T17:00:00Z,2026-02-28T17:00:00Z,user_000977
+ticket_0079,acct_0079,user_000079,high,billing,solved,2026-02-23T17:00:00Z,2026-02-28T17:00:00Z,user_000978
+ticket_0080,acct_0080,user_000080,critical,permissions,closed,2026-02-24T17:00:00Z,2026-02-28T17:00:00Z,user_000979
+ticket_0081,acct_0081,user_000081,low,approval_routing,open,2026-02-25T17:00:00Z,2026-02-28T17:00:00Z,user_000980
+ticket_0082,acct_0082,user_000082,medium,supplier_onboarding,pending,2026-02-26T17:00:00Z,2026-02-28T17:00:00Z,user_000981
+ticket_0083,acct_0083,user_000083,high,billing,solved,2026-02-27T17:00:00Z,2026-02-28T17:00:00Z,user_000982
+ticket_0084,acct_0084,user_000084,critical,permissions,closed,2026-02-28T17:00:00Z,2026-02-28T17:00:00Z,user_000983
+ticket_0085,acct_0085,user_000085,low,approval_routing,open,2026-02-01T17:00:00Z,2026-02-28T17:00:00Z,user_000984
+ticket_0086,acct_0086,user_000086,medium,supplier_onboarding,pending,2026-02-02T17:00:00Z,2026-02-28T17:00:00Z,user_000985
+ticket_0087,acct_0087,user_000087,high,billing,solved,2026-02-03T17:00:00Z,2026-02-28T17:00:00Z,user_000986
+ticket_0088,acct_0088,user_000088,critical,permissions,closed,2026-02-04T17:00:00Z,2026-02-28T17:00:00Z,user_000987
+ticket_0089,acct_0089,user_000089,low,approval_routing,open,2026-02-05T17:00:00Z,2026-02-28T17:00:00Z,user_000988
+ticket_0090,acct_0090,user_000090,medium,supplier_onboarding,pending,2026-02-06T17:00:00Z,2026-02-28T17:00:00Z,user_000989
+ticket_0091,acct_0091,user_000091,high,billing,solved,2026-02-07T17:00:00Z,2026-02-28T17:00:00Z,user_000990
+ticket_0092,acct_0092,user_000092,critical,permissions,closed,2026-02-08T17:00:00Z,2026-02-28T17:00:00Z,user_000991
+ticket_0093,acct_0093,user_000093,low,approval_routing,open,2026-02-09T17:00:00Z,2026-02-28T17:00:00Z,user_000992
+ticket_0094,acct_0094,user_000094,medium,supplier_onboarding,pending,2026-02-10T17:00:00Z,2026-02-28T17:00:00Z,user_000993
+ticket_0095,acct_0095,user_000095,high,billing,solved,2026-02-11T17:00:00Z,2026-02-28T17:00:00Z,user_000994
+ticket_0096,acct_0096,user_000096,critical,permissions,closed,2026-02-12T17:00:00Z,2026-02-28T17:00:00Z,user_000995
+ticket_0097,acct_0097,user_000097,low,approval_routing,open,2026-02-13T17:00:00Z,2026-02-28T17:00:00Z,user_000996
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packages/cli/assets/demo/orbit/replay.memory-flow.v1.json

@@ -0,0 +1,707 @@
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+  "replay": {
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+      },
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+      },
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+          "invoices",
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+      },
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+      },
+      {
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+          "users"
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+      },
+      {
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+      },
+      {
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+      }
+    ],
+    "details": {
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+          "unitKey": "revenue-and-contracts",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/arr-contract-first.md",
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+          "rawFiles": [
+            "contracts",
+            "arr_movements",
+            "raw-sources/notion/arr-and-contract-reporting-notes.md"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "revenue-and-contracts",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/revenue-gross-to-net.md",
+          "summary": "Invoice, refund, and revenue dashboard evidence reconcile gross to net revenue.",
+          "rawFiles": [
+            "invoices",
+            "raw-sources/bi/revenue_exec.dashboard.lookml"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "revenue-and-contracts",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/discount-expiration.md",
+          "summary": "Discount expiration is separated from organic contraction for retention reporting.",
+          "rawFiles": [
+            "contracts",
+            "arr_movements"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "revenue-and-contracts",
+          "target": "sl",
+          "action": "created",
+          "key": "orbit_demo.contracts",
+          "summary": "Contract grain with active ARR measures and account joins.",
+          "rawFiles": [
+            "contracts",
+            "raw-sources/dbt/schema.yml"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "revenue-and-contracts",
+          "target": "sl",
+          "action": "created",
+          "key": "orbit_demo.invoices",
+          "summary": "Invoice status measures tied to gross and net revenue reporting.",
+          "rawFiles": [
+            "invoices",
+            "raw-sources/bi/revenue_daily.view.lkml"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "revenue-and-contracts",
+          "target": "sl",
+          "action": "created",
+          "key": "orbit_demo.arr_movements",
+          "summary": "ARR movement ledger for expansion, contraction, churn, and NRR.",
+          "rawFiles": [
+            "arr_movements",
+            "raw-sources/bi/account_retention.view.lkml"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "retention-and-segments",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/nrr-retention.md",
+          "summary": "NRR uses parent-account rollups and quarterly ARR movement windows.",
+          "rawFiles": [
+            "accounts",
+            "arr_movements",
+            "raw-sources/notion/retention-and-nrr-definition-notes.md"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "retention-and-segments",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/segment-classification.md",
+          "summary": "Segment labels come from plan mapping and sales-ops policy notes.",
+          "rawFiles": [
+            "accounts",
+            "plans",
+            "raw-sources/notion/sales-ops-segmentation-guide.md"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "retention-and-segments",
+          "target": "sl",
+          "action": "created",
+          "key": "orbit_demo.accounts",
+          "summary": "Account dimensions with lifecycle, segment, and internal-test exclusions.",
+          "rawFiles": [
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+            "plans"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "procurement-and-activation",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/activation-policy.md",
+          "summary": "Activation policy changed on January 15, 2026 and is encoded for agents.",
+          "rawFiles": [
+            "purchase_requests",
+            "users",
+            "raw-sources/notion/activation-policy-decision-record.md"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "procurement-and-activation",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/procurement-workflows.md",
+          "summary": "Procurement requester activity and approval events explain product usage.",
+          "rawFiles": [
+            "purchase_requests",
+            "raw-sources/bi/procurement_activity.view.lkml"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "procurement-and-activation",
+          "target": "sl",
+          "action": "created",
+          "key": "orbit_demo.purchase_requests",
+          "summary": "Procurement request facts with requester and approval-state measures.",
+          "rawFiles": [
+            "purchase_requests"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "support-and-health",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/customer-health-scoring.md",
+          "summary": "Customer health combines support severity, ARR exposure, and product usage.",
+          "rawFiles": [
+            "support_tickets",
+            "raw-sources/notion/customer-health-playbook.md"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "support-and-health",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/support-escalation.md",
+          "summary": "Escalation tiers map ticket severity to SLA expectations.",
+          "rawFiles": [
+            "support_tickets",
+            "raw-sources/notion/support-escalation-runbook.md"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "support-and-health",
+          "target": "sl",
+          "action": "created",
+          "key": "orbit_demo.support_tickets",
+          "summary": "Support ticket facts with severity, status, and resolution-hour measures.",
+          "rawFiles": [
+            "support_tickets"
+          ],
+          "status": "success"
+        },
+        {
+          "unitKey": "governance-and-exclusions",
+          "target": "wiki",
+          "action": "created",
+          "key": "knowledge/global/internal-test-exclusion.md",
+          "summary": "Canonical metrics exclude internal and test accounts across source families.",
+          "rawFiles": [
+            "raw-sources/notion/analyst-onboarding.md"
+          ],
+          "status": "success"
+        }
+      ],
+      "provenance": [
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+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/arr-contract-first.md",
+          "actionType": "wiki_written"
+        },
+        {
+          "rawPath": "raw-sources/notion/arr-and-contract-reporting-notes.md",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/arr-contract-first.md",
+          "actionType": "wiki_written"
+        },
+        {
+          "rawPath": "invoices",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/revenue-gross-to-net.md",
+          "actionType": "wiki_written"
+        },
+        {
+          "rawPath": "raw-sources/notion/revenue-reporting-policy.md",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/revenue-gross-to-net.md",
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+        },
+        {
+          "rawPath": "arr_movements",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/discount-expiration.md",
+          "actionType": "wiki_written"
+        },
+        {
+          "rawPath": "arr_movements",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/nrr-retention.md",
+          "actionType": "wiki_written"
+        },
+        {
+          "rawPath": "raw-sources/notion/retention-and-nrr-definition-notes.md",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/nrr-retention.md",
+          "actionType": "wiki_written"
+        },
+        {
+          "rawPath": "raw-sources/bi/account_retention.view.lkml",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/nrr-retention.md",
+          "actionType": "wiki_written"
+        },
+        {
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+          "artifactKey": "knowledge/global/segment-classification.md",
+          "actionType": "wiki_written"
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+        {
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+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/segment-classification.md",
+          "actionType": "wiki_written"
+        },
+        {
+          "rawPath": "raw-sources/notion/activation-policy-decision-record.md",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/activation-policy.md",
+          "actionType": "wiki_written"
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+        {
+          "rawPath": "purchase_requests",
+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/procurement-workflows.md",
+          "actionType": "wiki_written"
+        },
+        {
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+          "artifactKind": "wiki",
+          "artifactKey": "knowledge/global/customer-health-scoring.md",
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+          "artifactKind": "wiki",
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+          "artifactKey": "knowledge/global/internal-test-exclusion.md",
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+          "rawPath": "accounts",
+          "artifactKind": "sl",
+          "artifactKey": "orbit_demo.accounts",
+          "actionType": "sl_written"
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+        {
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+          "artifactKind": "sl",
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+          "artifactKey": "orbit_demo.contracts",
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+          "artifactKey": "orbit_demo.invoices",
+          "actionType": "sl_written"
+        },
+        {
+          "rawPath": "arr_movements",
+          "artifactKind": "sl",
+          "artifactKey": "orbit_demo.arr_movements",
+          "actionType": "sl_written"
+        },
+        {
+          "rawPath": "purchase_requests",
+          "artifactKind": "sl",
+          "artifactKey": "orbit_demo.purchase_requests",
+          "actionType": "sl_written"
+        },
+        {
+          "rawPath": "support_tickets",
+          "artifactKind": "sl",
+          "artifactKey": "orbit_demo.support_tickets",
+          "actionType": "sl_written"
+        }
+      ],
+      "transcripts": [
+        {
+          "unitKey": "revenue-and-contracts",
+          "path": "transcripts/revenue-and-contracts.jsonl",
+          "toolCallCount": 5,
+          "errorCount": 0,
+          "toolNames": [
+            "wiki_write",
+            "sl_write_source"
+          ]
+        },
+        {
+          "unitKey": "retention-and-segments",
+          "path": "transcripts/retention-and-segments.jsonl",
+          "toolCallCount": 5,
+          "errorCount": 0,
+          "toolNames": [
+            "wiki_write",
+            "sl_write_source"
+          ]
+        },
+        {
+          "unitKey": "procurement-and-activation",
+          "path": "transcripts/procurement-and-activation.jsonl",
+          "toolCallCount": 5,
+          "errorCount": 0,
+          "toolNames": [
+            "wiki_write",
+            "sl_write_source"
+          ]
+        },
+        {
+          "unitKey": "support-and-health",
+          "path": "transcripts/support-and-health.jsonl",
+          "toolCallCount": 5,
+          "errorCount": 0,
+          "toolNames": [
+            "wiki_write",
+            "sl_write_source"
+          ]
+        },
+        {
+          "unitKey": "governance-and-exclusions",
+          "path": "transcripts/governance-and-exclusions.jsonl",
+          "toolCallCount": 2,
+          "errorCount": 0,
+          "toolNames": [
+            "wiki_write"
+          ]
+        }
+      ]
+    }
+  }
+}

packages/cli/assets/demo/orbit/reports/seeded-demo-report.json

@@ -0,0 +1,40 @@
+{
+  "id": "demo-seeded-report",
+  "runId": "demo-seeded-orbit",
+  "connectionId": "orbit_demo",
+  "mode": "seeded",
+  "status": "complete",
+  "createdAt": "2026-05-06T00:00:00.000Z",
+  "summary": {
+    "sources": {
+      "warehouse": {
+        "tables": 8,
+        "rows": 11234
+      },
+      "dbt": {
+        "models": 3,
+        "sources": 8
+      },
+      "bi": {
+        "explores": 5,
+        "dashboards": 2,
+        "views": 5
+      },
+      "notion": {
+        "pages": 8
+      }
+    },
+    "generated": {
+      "semanticLayerSources": 6,
+      "knowledgePages": 10,
+      "provenanceLinks": 23
+    },
+    "metadata": {
+      "mode": "seeded",
+      "origin": "packaged",
+      "llmCalls": 0,
+      "timing": "prebuilt",
+      "source": "packaged-orbit-demo"
+    }
+  }
+}

packages/cli/assets/demo/orbit/semantic-layer/orbit_demo/accounts.yaml

@@ -0,0 +1,44 @@
+name: accounts
+table: accounts
+description: Customer accounts with industry, region, lifecycle, and internal/test flags.
+grain:
+  - account_id
+columns:
+  - name: account_id
+    type: string
+  - name: parent_account_id
+    type: string
+  - name: account_name
+    type: string
+  - name: domain
+    type: string
+  - name: industry
+    type: string
+  - name: sales_region
+    type: string
+  - name: size_band
+    type: string
+  - name: lifecycle_status
+    type: string
+  - name: is_internal
+    type: boolean
+  - name: is_test
+    type: boolean
+  - name: created_at
+    type: time
+joins:
+  - to: contracts
+    "on": "account_id = contracts.account_id"
+    relationship: one_to_many
+  - to: purchase_requests
+    "on": "account_id = purchase_requests.account_id"
+    relationship: one_to_many
+measures:
+  - name: account_count
+    expr: "count(distinct account_id)"
+  - name: enterprise_count
+    expr: "count(distinct account_id)"
+    filter: "size_band = 'enterprise'"
+segments:
+  - name: external_only
+    expr: "coalesce(is_internal, 0) = 0 AND coalesce(is_test, 0) = 0"

packages/cli/assets/demo/orbit/semantic-layer/orbit_demo/arr_movements.yaml

@@ -0,0 +1,38 @@
+name: arr_movements
+table: arr_movements
+description: ARR movement ledger for expansion, contraction, churn, and reactivation analysis.
+grain:
+  - arr_movement_id
+columns:
+  - name: arr_movement_id
+    type: string
+  - name: account_id
+    type: string
+  - name: parent_account_id
+    type: string
+  - name: contract_id
+    type: string
+  - name: movement_date
+    type: time
+  - name: movement_type
+    type: string
+  - name: movement_reason
+    type: string
+  - name: arr_delta_cents
+    type: number
+  - name: starting_arr_cents
+    type: number
+  - name: ending_arr_cents
+    type: number
+joins:
+  - to: accounts
+    "on": "account_id = accounts.account_id"
+    relationship: many_to_one
+measures:
+  - name: movement_count
+    expr: "count(*)"
+  - name: net_arr_delta
+    expr: "sum(arr_delta_cents) / 100.0"
+segments:
+  - name: external_only
+    expr: "coalesce(is_internal, 0) = 0 AND coalesce(is_test, 0) = 0"

packages/cli/assets/demo/orbit/semantic-layer/orbit_demo/contracts.yaml

@@ -0,0 +1,39 @@
+name: contracts
+table: contracts
+description: Subscription contracts with ARR, plan, renewal, and status details.
+grain:
+  - contract_id
+columns:
+  - name: contract_id
+    type: string
+  - name: account_id
+    type: string
+  - name: parent_account_id
+    type: string
+  - name: plan_id
+    type: string
+  - name: contract_arr_cents
+    type: number
+  - name: booked_arr_cents
+    type: number
+  - name: start_date
+    type: time
+  - name: end_date
+    type: time
+  - name: status
+    type: string
+  - name: renewal_type
+    type: string
+joins:
+  - to: accounts
+    "on": "account_id = accounts.account_id"
+    relationship: many_to_one
+measures:
+  - name: contract_count
+    expr: "count(distinct contract_id)"
+  - name: total_arr
+    expr: "sum(contract_arr_cents) / 100.0"
+    filter: "status = 'active'"
+segments:
+  - name: external_only
+    expr: "coalesce(is_internal, 0) = 0 AND coalesce(is_test, 0) = 0"

packages/cli/assets/demo/orbit/semantic-layer/orbit_demo/invoices.yaml

@@ -0,0 +1,33 @@
+name: invoices
+table: invoices
+description: Billing invoices with payment status and revenue-recognition dates.
+grain:
+  - invoice_id
+columns:
+  - name: invoice_id
+    type: string
+  - name: account_id
+    type: string
+  - name: subscription_id
+    type: string
+  - name: invoice_date
+    type: time
+  - name: paid_at
+    type: time
+  - name: status
+    type: string
+  - name: currency
+    type: string
+joins:
+  - to: accounts
+    "on": "account_id = accounts.account_id"
+    relationship: many_to_one
+measures:
+  - name: invoice_count
+    expr: "count(*)"
+  - name: paid_invoice_count
+    expr: "count(*)"
+    filter: "status = 'paid'"
+segments:
+  - name: external_only
+    expr: "coalesce(is_internal, 0) = 0 AND coalesce(is_test, 0) = 0"

packages/cli/assets/demo/orbit/semantic-layer/orbit_demo/purchase_requests.yaml

@@ -0,0 +1,33 @@
+name: purchase_requests
+table: purchase_requests
+description: Procurement workflow requests with requester, status, supplier, and spend fields.
+grain:
+  - purchase_request_id
+columns:
+  - name: purchase_request_id
+    type: string
+  - name: account_id
+    type: string
+  - name: requester_user_id
+    type: string
+  - name: created_at
+    type: time
+  - name: status
+    type: string
+  - name: amount_cents
+    type: number
+  - name: supplier_id
+    type: string
+joins:
+  - to: accounts
+    "on": "account_id = accounts.account_id"
+    relationship: many_to_one
+measures:
+  - name: request_count
+    expr: "count(*)"
+  - name: approved_spend
+    expr: "sum(amount_cents) / 100.0"
+    filter: "status = 'approved'"
+segments:
+  - name: external_only
+    expr: "coalesce(is_internal, 0) = 0 AND coalesce(is_test, 0) = 0"

packages/cli/assets/demo/orbit/semantic-layer/orbit_demo/support_tickets.yaml

@@ -0,0 +1,37 @@
+name: support_tickets
+table: support_tickets
+description: Customer support tickets with severity, category, status, and resolution tracking.
+grain:
+  - support_ticket_id
+columns:
+  - name: support_ticket_id
+    type: string
+  - name: account_id
+    type: string
+  - name: requester_user_id
+    type: string
+  - name: severity
+    type: string
+  - name: category
+    type: string
+  - name: status
+    type: string
+  - name: created_at
+    type: time
+  - name: resolved_at
+    type: time
+  - name: owner_user_id
+    type: string
+joins:
+  - to: accounts
+    "on": "account_id = accounts.account_id"
+    relationship: many_to_one
+measures:
+  - name: ticket_count
+    expr: "count(*)"
+  - name: open_ticket_count
+    expr: "count(*)"
+    filter: "status != 'resolved'"
+segments:
+  - name: external_only
+    expr: "coalesce(is_internal, 0) = 0 AND coalesce(is_test, 0) = 0"

packages/cli/package.json

@@ -0,0 +1,72 @@
+{
+  "name": "@klo/cli",
+  "version": "0.0.0-private",
+  "description": "CLI wrapper for klo context packages",
+  "private": true,
+  "type": "module",
+  "engines": {
+    "node": ">=22.0.0"
+  },
+  "bin": {
+    "klo": "./dist/bin.js"
+  },
+  "main": "dist/index.js",
+  "types": "dist/index.d.ts",
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js",
+      "default": "./dist/index.js"
+    },
+    "./package.json": "./package.json"
+  },
+  "files": [
+    "dist",
+    "assets"
+  ],
+  "scripts": {
+    "assets:demo": "node scripts/build-demo-assets.mjs",
+    "build": "node -e \"fs.rmSync('dist', { recursive: true, force: true })\" && tsc -p tsconfig.json && node ../../scripts/prepare-cli-bin.mjs",
+    "smoke": "vitest run src/standalone-smoke.test.ts src/example-smoke.test.ts --testTimeout 30000",
+    "test": "vitest run",
+    "type-check": "tsc -p tsconfig.json --noEmit"
+  },
+  "dependencies": {
+    "@clack/prompts": "1.3.0",
+    "@commander-js/extra-typings": "14.0.0",
+    "@klo/connector-bigquery": "workspace:*",
+    "@klo/connector-clickhouse": "workspace:*",
+    "@klo/connector-mysql": "workspace:*",
+    "@klo/connector-postgres": "workspace:*",
+    "@klo/connector-posthog": "workspace:*",
+    "@klo/connector-snowflake": "workspace:*",
+    "@klo/connector-sqlite": "workspace:*",
+    "@klo/connector-sqlserver": "workspace:*",
+    "@klo/context": "workspace:*",
+    "@klo/llm": "workspace:*",
+    "@modelcontextprotocol/sdk": "^1.27.1",
+    "commander": "14.0.3",
+    "ink": "^7.0.1",
+    "react": "^19.2.5",
+    "zod": "^4.4.3"
+  },
+  "devDependencies": {
+    "@types/better-sqlite3": "^7.6.13",
+    "@types/node": "^24.3.0",
+    "@types/react": "^19.2.14",
+    "better-sqlite3": "^12.6.2",
+    "ink-testing-library": "^4.0.0",
+    "typescript": "^5.9.3",
+    "vitest": "^4.0.18"
+  },
+  "license": "Apache-2.0",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/kaelio/ktx.git",
+    "directory": "packages/cli"
+  },
+  "bugs": {
+    "url": "https://github.com/kaelio/ktx/issues"
+  },
+  "homepage": "https://github.com/kaelio/ktx#readme"
+}

packages/cli/scripts/build-demo-assets.mjs

@@ -0,0 +1,954 @@
+import { constants as fsConstants } from 'node:fs';
+import { access, copyFile, mkdir, readFile, rm, stat, writeFile } from 'node:fs/promises';
+import { dirname, join, resolve } from 'node:path';
+import { fileURLToPath } from 'node:url';
+import Database from 'better-sqlite3';
+
+const packageRoot = dirname(dirname(fileURLToPath(import.meta.url)));
+const repoRoot = resolve(packageRoot, '../..');
+const defaultDemoSource = resolve(repoRoot, '../../../orbit-demo-source');
+const sourceRoot = resolve(process.env.KLO_DEMO_SOURCE_DIR ?? defaultDemoSource);
+const assetDir = join(packageRoot, 'assets/demo/orbit');
+const dbPath = join(assetDir, 'demo.db');
+const exampleDbtProjectDir = ['dbt', `${'kae'}lio_demo`].join('/');
+const packagedDemoSource = 'packaged-orbit-demo';
+
+const warehouseTables = [
+  'accounts',
+  'contracts',
+  'users',
+  'invoices',
+  'arr_movements',
+  'support_tickets',
+  'purchase_requests',
+  'plans',
+];
+
+const copyFiles = [
+  [`${exampleDbtProjectDir}/dbt_project.yml`, 'raw-sources/dbt/dbt_project.yml'],
+  [`${exampleDbtProjectDir}/models/sources.yml`, 'raw-sources/dbt/sources.yml'],
+  [`${exampleDbtProjectDir}/models/schema.yml`, 'raw-sources/dbt/schema.yml'],
+  [`${exampleDbtProjectDir}/models/marts/mart_revenue_daily.sql`, 'raw-sources/dbt/models/marts/mart_revenue_daily.sql'],
+  [`${exampleDbtProjectDir}/models/marts/mart_arr_daily.sql`, 'raw-sources/dbt/models/marts/mart_arr_daily.sql'],
+  [
+    `${exampleDbtProjectDir}/models/marts/mart_customer_health.sql`,
+    'raw-sources/dbt/models/marts/mart_customer_health.sql',
+  ],
+  ['views/account_retention.view.lkml', 'raw-sources/bi/account_retention.view.lkml'],
+  ['views/arr_daily.view.lkml', 'raw-sources/bi/arr_daily.view.lkml'],
+  ['views/customer_health.view.lkml', 'raw-sources/bi/customer_health.view.lkml'],
+  ['views/procurement_activity.view.lkml', 'raw-sources/bi/procurement_activity.view.lkml'],
+  ['views/revenue_daily.view.lkml', 'raw-sources/bi/revenue_daily.view.lkml'],
+  ['dashboards/revenue_exec.dashboard.lookml', 'raw-sources/bi/revenue_exec.dashboard.lookml'],
+  ['dashboards/retention_exec_q1.dashboard.lookml', 'raw-sources/bi/retention_exec_q1.dashboard.lookml'],
+  ['notion/export/pages/revenue-reporting-policy.md', 'raw-sources/notion/revenue-reporting-policy.md'],
+  ['notion/export/pages/sales-ops-segmentation-guide.md', 'raw-sources/notion/sales-ops-segmentation-guide.md'],
+  ['notion/export/pages/customer-health-playbook.md', 'raw-sources/notion/customer-health-playbook.md'],
+  ['notion/export/pages/support-escalation-runbook.md', 'raw-sources/notion/support-escalation-runbook.md'],
+  [
+    'notion/export/pages/arr-and-contract-reporting-notes.md',
+    'raw-sources/notion/arr-and-contract-reporting-notes.md',
+  ],
+  [
+    'notion/export/pages/activation-policy-decision-record.md',
+    'raw-sources/notion/activation-policy-decision-record.md',
+  ],
+  [
+    'notion/export/pages/retention-and-nrr-definition-notes.md',
+    'raw-sources/notion/retention-and-nrr-definition-notes.md',
+  ],
+  ['notion/export/pages/analyst-onboarding.md', 'raw-sources/notion/analyst-onboarding.md'],
+];
+
+const semanticLayerTables = [
+  'accounts',
+  'contracts',
+  'invoices',
+  'arr_movements',
+  'purchase_requests',
+  'support_tickets',
+];
+
+const semanticLayerDescriptions = {
+  accounts: 'Customer accounts with industry, region, lifecycle, and internal/test flags.',
+  contracts: 'Subscription contracts with ARR, plan, renewal, and status details.',
+  invoices: 'Billing invoices with payment status and revenue-recognition dates.',
+  arr_movements: 'ARR movement ledger for expansion, contraction, churn, and reactivation analysis.',
+  purchase_requests: 'Procurement workflow requests with requester, status, supplier, and spend fields.',
+  support_tickets: 'Customer support tickets with severity, category, status, and resolution tracking.',
+};
+
+const semanticLayerMeasures = {
+  accounts: [
+    { name: 'account_count', expr: 'count(distinct account_id)' },
+    { name: 'enterprise_count', expr: 'count(distinct account_id)', filter: "size_band = 'enterprise'" },
+  ],
+  contracts: [
+    { name: 'contract_count', expr: 'count(distinct contract_id)' },
+    { name: 'total_arr', expr: 'sum(contract_arr_cents) / 100.0', filter: "status = 'active'" },
+  ],
+  invoices: [
+    { name: 'invoice_count', expr: 'count(*)' },
+    { name: 'paid_invoice_count', expr: 'count(*)', filter: "status = 'paid'" },
+  ],
+  arr_movements: [
+    { name: 'movement_count', expr: 'count(*)' },
+    { name: 'net_arr_delta', expr: 'sum(arr_delta_cents) / 100.0' },
+  ],
+  purchase_requests: [
+    { name: 'request_count', expr: 'count(*)' },
+    { name: 'approved_spend', expr: 'sum(amount_cents) / 100.0', filter: "status = 'approved'" },
+  ],
+  support_tickets: [
+    { name: 'ticket_count', expr: 'count(*)' },
+    { name: 'open_ticket_count', expr: 'count(*)', filter: "status != 'resolved'" },
+  ],
+};
+
+const knowledgePages = [
+  {
+    file: 'arr-contract-first.md',
+    summary: 'ARR uses contract-first precedence before subscription-derived revenue.',
+    tags: ['finance', 'arr', 'revenue'],
+    refs: [],
+    slRefs: ['orbit_demo.contracts', 'orbit_demo.arr_movements'],
+    body: [
+      'ARR is calculated from active recurring contract ARR before falling back to subscription-derived revenue.',
+      'Do not double-count subscription MRR when an active contract row covers the same account and period.',
+      'Exclude cancelled contracts ending before the metric date, future-starting contracts, internal accounts, and test accounts.',
+    ],
+  },
+  {
+    file: 'revenue-gross-to-net.md',
+    summary: 'Gross-to-net revenue reconciles paid invoices, credits, and refunds.',
+    tags: ['finance', 'revenue'],
+    refs: ['arr-contract-first'],
+    slRefs: ['orbit_demo.invoices'],
+    body: [
+      'Gross revenue starts from paid invoice activity. Net revenue subtracts credits and successful refunds in the month they are recorded.',
+      'Exclude unpaid, void, draft, failed, internal, and test-account invoice activity from canonical revenue reporting.',
+      'February 2026 has an elevated refund event captured in the source notes and revenue dashboard.',
+    ],
+  },
+  {
+    file: 'discount-expiration.md',
+    summary: 'Discount expirations are tracked separately from organic contraction.',
+    tags: ['finance', 'retention'],
+    refs: ['arr-contract-first', 'nrr-retention'],
+    slRefs: ['orbit_demo.contracts', 'orbit_demo.arr_movements'],
+    body: [
+      'Discount expiration events identify pricing changes when negotiated discounts end.',
+      'Track these separately from organic contraction so board reporting can split pricing-driven and usage-driven changes.',
+      'Use movement_reason on arr_movements when separating discount expiration from churn or seat-reduction events.',
+    ],
+  },
+  {
+    file: 'nrr-retention.md',
+    summary: 'NRR is calculated at parent-account grain by calendar quarter.',
+    tags: ['analytics', 'retention', 'nrr'],
+    refs: ['arr-contract-first'],
+    slRefs: ['orbit_demo.arr_movements', 'orbit_demo.accounts'],
+    body: [
+      'Net Revenue Retention uses parent-account rollups by calendar quarter.',
+      'The formula is starting ARR plus expansion minus contraction and churn, divided by starting ARR.',
+      'Exclude parent accounts with zero starting ARR, new business, reactivations, and internal/test accounts from the denominator.',
+    ],
+  },
+  {
+    file: 'segment-classification.md',
+    summary: 'Account segments derive from plan normalization and effective-dated mapping.',
+    tags: ['sales-ops', 'segmentation'],
+    refs: [],
+    slRefs: ['orbit_demo.accounts', 'orbit_demo.contracts'],
+    body: [
+      'Account segment labels combine plan_code, canonical_plan_code, and size_band fields.',
+      'Historical plan code pro_plus maps to growth for current segment analysis.',
+      'Use the mapping active at the metric date when segment definitions change over time.',
+    ],
+  },
+  {
+    file: 'activation-policy.md',
+    summary: 'Account activation policy changed on January 15, 2026.',
+    tags: ['growth', 'activation', 'policy'],
+    refs: [],
+    slRefs: ['orbit_demo.accounts', 'orbit_demo.purchase_requests'],
+    body: [
+      'Before January 15, 2026, activation meant first requester login.',
+      'On and after January 15, 2026, activation requires an approved purchase request and at least three activated requesters.',
+      'Always separate pre-policy and post-policy cohorts when comparing activation rates.',
+    ],
+  },
+  {
+    file: 'procurement-workflows.md',
+    summary: 'Procurement workflow activity measures active requesters and qualifying actions.',
+    tags: ['product', 'procurement'],
+    refs: ['activation-policy'],
+    slRefs: ['orbit_demo.purchase_requests'],
+    body: [
+      'Weekly active requesters counts distinct non-internal requesters with a qualifying procurement action in the calendar week.',
+      'Qualifying actions include purchase request creation, approval decisions, supplier invites, and purchase-order creation.',
+      'Purchase-request comments and short sessions are excluded from the canonical requester activity metric.',
+    ],
+  },
+  {
+    file: 'customer-health-scoring.md',
+    summary: 'Customer health combines support severity and procurement activity.',
+    tags: ['customer-success', 'health', 'churn-risk'],
+    refs: ['nrr-retention'],
+    slRefs: ['orbit_demo.support_tickets', 'orbit_demo.purchase_requests', 'orbit_demo.accounts'],
+    body: [
+      'High-risk accounts have multiple recent high-severity tickets or no recent procurement activity on growth and enterprise plans.',
+      'Medium risk captures partial support pressure or a material month-over-month decline in procurement activity.',
+      'Internal and test accounts are excluded from customer health scoring.',
+    ],
+  },
+  {
+    file: 'support-escalation.md',
+    summary: 'Support escalation tiers map ticket severity to SLA targets.',
+    tags: ['support', 'sla'],
+    refs: ['customer-health-scoring'],
+    slRefs: ['orbit_demo.support_tickets'],
+    body: [
+      'Critical support tickets require immediate response and on-call escalation.',
+      'High severity tickets should receive first response within four business hours.',
+      'Resolution time is measured from created_at to resolved_at and only applies to resolved tickets.',
+    ],
+  },
+  {
+    file: 'internal-test-exclusion.md',
+    summary: 'Canonical metrics exclude internal and test accounts and users.',
+    tags: ['data-quality', 'governance'],
+    refs: [],
+    slRefs: ['orbit_demo.accounts'],
+    body: [
+      'All canonical customer metrics exclude rows marked as internal or test fixtures.',
+      'This exclusion applies at both account and user grain when joining procurement, support, and revenue activity.',
+      'If a metric unexpectedly increases, check whether new internal or test accounts were created without proper flags.',
+    ],
+  },
+];
+
+const provenanceLinks = [
+  ['wiki', 'knowledge/global/arr-contract-first.md', 'warehouse', 'contracts', 'describes', 1],
+  [
+    'wiki',
+    'knowledge/global/arr-contract-first.md',
+    'notion',
+    'raw-sources/notion/arr-and-contract-reporting-notes.md',
+    'derived_from',
+    0.95,
+  ],
+  ['wiki', 'knowledge/global/revenue-gross-to-net.md', 'warehouse', 'invoices', 'describes', 1],
+  [
+    'wiki',
+    'knowledge/global/revenue-gross-to-net.md',
+    'notion',
+    'raw-sources/notion/revenue-reporting-policy.md',
+    'derived_from',
+    0.95,
+  ],
+  ['wiki', 'knowledge/global/discount-expiration.md', 'warehouse', 'arr_movements', 'describes', 1],
+  ['wiki', 'knowledge/global/nrr-retention.md', 'warehouse', 'arr_movements', 'describes', 1],
+  [
+    'wiki',
+    'knowledge/global/nrr-retention.md',
+    'notion',
+    'raw-sources/notion/retention-and-nrr-definition-notes.md',
+    'derived_from',
+    0.95,
+  ],
+  ['wiki', 'knowledge/global/nrr-retention.md', 'bi', 'raw-sources/bi/account_retention.view.lkml', 'derived_from', 0.85],
+  ['wiki', 'knowledge/global/segment-classification.md', 'warehouse', 'plans', 'describes', 1],
+  [
+    'wiki',
+    'knowledge/global/segment-classification.md',
+    'notion',
+    'raw-sources/notion/sales-ops-segmentation-guide.md',
+    'derived_from',
+    0.9,
+  ],
+  [
+    'wiki',
+    'knowledge/global/activation-policy.md',
+    'notion',
+    'raw-sources/notion/activation-policy-decision-record.md',
+    'derived_from',
+    0.95,
+  ],
+  ['wiki', 'knowledge/global/procurement-workflows.md', 'warehouse', 'purchase_requests', 'describes', 1],
+  [
+    'wiki',
+    'knowledge/global/customer-health-scoring.md',
+    'notion',
+    'raw-sources/notion/customer-health-playbook.md',
+    'derived_from',
+    0.9,
+  ],
+  ['wiki', 'knowledge/global/customer-health-scoring.md', 'warehouse', 'support_tickets', 'describes', 1],
+  [
+    'wiki',
+    'knowledge/global/support-escalation.md',
+    'notion',
+    'raw-sources/notion/support-escalation-runbook.md',
+    'derived_from',
+    0.9,
+  ],
+  [
+    'wiki',
+    'knowledge/global/internal-test-exclusion.md',
+    'notion',
+    'raw-sources/notion/analyst-onboarding.md',
+    'derived_from',
+    0.9,
+  ],
+  ['sl', 'orbit_demo.accounts', 'warehouse', 'accounts', 'models', 1],
+  ['sl', 'orbit_demo.accounts', 'dbt', 'raw-sources/dbt/schema.yml', 'inherits_from', 0.95],
+  ['sl', 'orbit_demo.contracts', 'warehouse', 'contracts', 'models', 1],
+  ['sl', 'orbit_demo.invoices', 'warehouse', 'invoices', 'models', 1],
+  ['sl', 'orbit_demo.arr_movements', 'warehouse', 'arr_movements', 'models', 1],
+  ['sl', 'orbit_demo.purchase_requests', 'warehouse', 'purchase_requests', 'models', 1],
+  ['sl', 'orbit_demo.support_tickets', 'warehouse', 'support_tickets', 'models', 1],
+].map(([artifactKind, artifactKey, sourceKind, sourcePath, relationship, confidence], index) => ({
+  id: `link-${String(index + 1).padStart(3, '0')}`,
+  artifactKind,
+  artifactKey,
+  sourceKind,
+  sourcePath,
+  relationship,
+  confidence,
+}));
+
+async function pathExists(path) {
+  try {
+    await access(path, fsConstants.F_OK);
+    return true;
+  } catch {
+    return false;
+  }
+}
+
+async function assertReadable(path, label) {
+  if (!(await pathExists(path))) {
+    throw new Error(
+      `${label} not found at ${path}. Set KLO_DEMO_SOURCE_DIR to the Orbit demo source directory.`,
+    );
+  }
+}
+
+function parseCsvLine(line) {
+  const values = [];
+  let current = '';
+  let quoted = false;
+  for (let index = 0; index < line.length; index += 1) {
+    const char = line[index];
+    const next = line[index + 1];
+    if (char === '"' && quoted && next === '"') {
+      current += '"';
+      index += 1;
+    } else if (char === '"') {
+      quoted = !quoted;
+    } else if (char === ',' && !quoted) {
+      values.push(current);
+      current = '';
+    } else {
+      current += char;
+    }
+  }
+  values.push(current);
+  return values;
+}
+
+function parseCsv(raw) {
+  const lines = raw.trimEnd().split(/\r?\n/);
+  const headers = parseCsvLine(lines[0]);
+  const rows = lines.slice(1).map((line) => parseCsvLine(line));
+  return { headers, rows };
+}
+
+function quoteIdentifier(value) {
+  return `"${value.replace(/"/g, '""')}"`;
+}
+
+function inferColumnType(column) {
+  if (column.startsWith('is_')) {
+    return 'boolean';
+  }
+  if (column.endsWith('_at') || column.endsWith('_date') || column === 'retired_at') {
+    return 'time';
+  }
+  if (column.endsWith('_cents') || column.endsWith('_count')) {
+    return 'number';
+  }
+  return 'string';
+}
+
+function renderKnowledgePage(page) {
+  const refs = page.refs.length > 0 ? ['refs:', ...page.refs.map((ref) => `  - ${ref}`)] : ['refs: []'];
+  const slRefs = page.slRefs.map((ref) => `  - ${ref}`).join('\n');
+  return [
+    '---',
+    `summary: ${page.summary}`,
+    'tags:',
+    ...page.tags.map((tag) => `  - ${tag}`),
+    ...refs,
+    'sl_refs:',
+    slRefs,
+    'usage_mode: auto',
+    '---',
+    '',
+    page.body.join('\n\n'),
+    '',
+  ].join('\n');
+}
+
+function renderMeasure(measure) {
+  const lines = [`  - name: ${measure.name}`, `    expr: ${JSON.stringify(measure.expr)}`];
+  if (measure.filter) {
+    lines.push(`    filter: ${JSON.stringify(measure.filter)}`);
+  }
+  return lines.join('\n');
+}
+
+async function renderSemanticLayerSource(table) {
+  const raw = await readFile(join(sourceRoot, 'database/seeds', `${table}.csv`), 'utf-8');
+  const { headers } = parseCsv(raw);
+  const primaryKey = headers[0];
+  const joins =
+    table === 'accounts'
+      ? [
+          '  - to: contracts',
+          '    "on": "account_id = contracts.account_id"',
+          '    relationship: one_to_many',
+          '  - to: purchase_requests',
+          '    "on": "account_id = purchase_requests.account_id"',
+          '    relationship: one_to_many',
+        ]
+      : ['  - to: accounts', '    "on": "account_id = accounts.account_id"', '    relationship: many_to_one'];
+
+  return [
+    `name: ${table}`,
+    `table: ${table}`,
+    `description: ${semanticLayerDescriptions[table]}`,
+    'grain:',
+    `  - ${primaryKey}`,
+    'columns:',
+    ...headers.flatMap((header) => [`  - name: ${header}`, `    type: ${inferColumnType(header)}`]),
+    'joins:',
+    ...joins,
+    'measures:',
+    ...semanticLayerMeasures[table].map(renderMeasure),
+    'segments:',
+    '  - name: external_only',
+    '    expr: "coalesce(is_internal, 0) = 0 AND coalesce(is_test, 0) = 0"',
+    '',
+  ].join('\n');
+}
+
+async function writeWarehouse(db, rowCounts) {
+  for (const table of warehouseTables) {
+    const sourceCsv = join(sourceRoot, 'database/seeds', `${table}.csv`);
+    const raw = await readFile(sourceCsv, 'utf-8');
+    const { headers, rows } = parseCsv(raw);
+    const columnsSql = headers.map((header) => `${quoteIdentifier(header)} TEXT`).join(', ');
+    db.exec(`CREATE TABLE ${quoteIdentifier(table)} (${columnsSql});`);
+    const placeholders = headers.map(() => '?').join(', ');
+    const statement = db.prepare(`INSERT INTO ${quoteIdentifier(table)} VALUES (${placeholders})`);
+    const insertAll = db.transaction((records) => {
+      for (const record of records) {
+        statement.run(record);
+      }
+    });
+    insertAll(rows);
+    rowCounts[table] = rows.length;
+    await copyFile(sourceCsv, join(assetDir, 'raw-sources/warehouse', `${table}.csv`));
+  }
+}
+
+async function copyCuratedSourceFiles() {
+  for (const [from, to] of copyFiles) {
+    const destination = join(assetDir, to);
+    await mkdir(dirname(destination), { recursive: true });
+    await copyFile(join(sourceRoot, from), destination);
+  }
+}
+
+async function writeJson(relativePath, value) {
+  const destination = join(assetDir, relativePath);
+  await mkdir(dirname(destination), { recursive: true });
+  await writeFile(destination, `${JSON.stringify(value, null, 2)}\n`, 'utf-8');
+}
+
+async function writeText(relativePath, value) {
+  const destination = join(assetDir, relativePath);
+  await mkdir(dirname(destination), { recursive: true });
+  await writeFile(destination, value, 'utf-8');
+}
+
+function buildActions() {
+  return [
+    {
+      unitKey: 'revenue-and-contracts',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/arr-contract-first.md',
+      summary: 'ARR follows contract precedence with cancellation and discount caveats.',
+      rawFiles: ['contracts', 'arr_movements', 'raw-sources/notion/arr-and-contract-reporting-notes.md'],
+      status: 'success',
+    },
+    {
+      unitKey: 'revenue-and-contracts',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/revenue-gross-to-net.md',
+      summary: 'Invoice, refund, and revenue dashboard evidence reconcile gross to net revenue.',
+      rawFiles: ['invoices', 'raw-sources/bi/revenue_exec.dashboard.lookml'],
+      status: 'success',
+    },
+    {
+      unitKey: 'revenue-and-contracts',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/discount-expiration.md',
+      summary: 'Discount expiration is separated from organic contraction for retention reporting.',
+      rawFiles: ['contracts', 'arr_movements'],
+      status: 'success',
+    },
+    {
+      unitKey: 'revenue-and-contracts',
+      target: 'sl',
+      action: 'created',
+      key: 'orbit_demo.contracts',
+      summary: 'Contract grain with active ARR measures and account joins.',
+      rawFiles: ['contracts', 'raw-sources/dbt/schema.yml'],
+      status: 'success',
+    },
+    {
+      unitKey: 'revenue-and-contracts',
+      target: 'sl',
+      action: 'created',
+      key: 'orbit_demo.invoices',
+      summary: 'Invoice status measures tied to gross and net revenue reporting.',
+      rawFiles: ['invoices', 'raw-sources/bi/revenue_daily.view.lkml'],
+      status: 'success',
+    },
+    {
+      unitKey: 'revenue-and-contracts',
+      target: 'sl',
+      action: 'created',
+      key: 'orbit_demo.arr_movements',
+      summary: 'ARR movement ledger for expansion, contraction, churn, and NRR.',
+      rawFiles: ['arr_movements', 'raw-sources/bi/account_retention.view.lkml'],
+      status: 'success',
+    },
+    {
+      unitKey: 'retention-and-segments',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/nrr-retention.md',
+      summary: 'NRR uses parent-account rollups and quarterly ARR movement windows.',
+      rawFiles: ['accounts', 'arr_movements', 'raw-sources/notion/retention-and-nrr-definition-notes.md'],
+      status: 'success',
+    },
+    {
+      unitKey: 'retention-and-segments',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/segment-classification.md',
+      summary: 'Segment labels come from plan mapping and sales-ops policy notes.',
+      rawFiles: ['accounts', 'plans', 'raw-sources/notion/sales-ops-segmentation-guide.md'],
+      status: 'success',
+    },
+    {
+      unitKey: 'retention-and-segments',
+      target: 'sl',
+      action: 'created',
+      key: 'orbit_demo.accounts',
+      summary: 'Account dimensions with lifecycle, segment, and internal-test exclusions.',
+      rawFiles: ['accounts', 'plans'],
+      status: 'success',
+    },
+    {
+      unitKey: 'procurement-and-activation',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/activation-policy.md',
+      summary: 'Activation policy changed on January 15, 2026 and is encoded for agents.',
+      rawFiles: ['purchase_requests', 'users', 'raw-sources/notion/activation-policy-decision-record.md'],
+      status: 'success',
+    },
+    {
+      unitKey: 'procurement-and-activation',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/procurement-workflows.md',
+      summary: 'Procurement requester activity and approval events explain product usage.',
+      rawFiles: ['purchase_requests', 'raw-sources/bi/procurement_activity.view.lkml'],
+      status: 'success',
+    },
+    {
+      unitKey: 'procurement-and-activation',
+      target: 'sl',
+      action: 'created',
+      key: 'orbit_demo.purchase_requests',
+      summary: 'Procurement request facts with requester and approval-state measures.',
+      rawFiles: ['purchase_requests'],
+      status: 'success',
+    },
+    {
+      unitKey: 'support-and-health',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/customer-health-scoring.md',
+      summary: 'Customer health combines support severity, ARR exposure, and product usage.',
+      rawFiles: ['support_tickets', 'raw-sources/notion/customer-health-playbook.md'],
+      status: 'success',
+    },
+    {
+      unitKey: 'support-and-health',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/support-escalation.md',
+      summary: 'Escalation tiers map ticket severity to SLA expectations.',
+      rawFiles: ['support_tickets', 'raw-sources/notion/support-escalation-runbook.md'],
+      status: 'success',
+    },
+    {
+      unitKey: 'support-and-health',
+      target: 'sl',
+      action: 'created',
+      key: 'orbit_demo.support_tickets',
+      summary: 'Support ticket facts with severity, status, and resolution-hour measures.',
+      rawFiles: ['support_tickets'],
+      status: 'success',
+    },
+    {
+      unitKey: 'governance-and-exclusions',
+      target: 'wiki',
+      action: 'created',
+      key: 'knowledge/global/internal-test-exclusion.md',
+      summary: 'Canonical metrics exclude internal and test accounts across source families.',
+      rawFiles: ['raw-sources/notion/analyst-onboarding.md'],
+      status: 'success',
+    },
+  ];
+}
+
+function buildReplay(provenance, transcripts) {
+  return {
+    memoryFlowReplaySchemaVersion: 1,
+    replay: {
+      runId: 'demo-seeded-orbit',
+      connectionId: 'orbit_demo',
+      adapter: 'live-database',
+      status: 'done',
+      sourceDir: null,
+      syncId: 'demo-seeded-sync',
+      reportId: 'demo-seeded-report',
+      reportPath: 'reports/seeded-demo-report.json',
+      errors: [],
+      metadata: {
+        schemaVersion: 1,
+        mode: 'seeded',
+        origin: 'packaged',
+        timing: 'prebuilt',
+        capturedAt: '2026-05-06T00:00:00.000Z',
+        sourceReportId: 'demo-seeded-report',
+        sourceReportPath: 'reports/seeded-demo-report.json',
+        fallbackReason: null,
+      },
+      events: [
+        { type: 'source_acquired', adapter: 'live-database', trigger: 'demo_seeded', fileCount: 8 },
+        { type: 'source_acquired', adapter: 'dbt_descriptions', trigger: 'demo_seeded', fileCount: 6 },
+        { type: 'source_acquired', adapter: 'looker', trigger: 'demo_seeded', fileCount: 7 },
+        { type: 'source_acquired', adapter: 'notion', trigger: 'demo_seeded', fileCount: 8 },
+        { type: 'scope_detected', fingerprint: 'sqlite:orbit-demo' },
+        { type: 'raw_snapshot_written', syncId: 'demo-seeded-sync', rawFileCount: 29 },
+        { type: 'diff_computed', added: 29, modified: 0, deleted: 0, unchanged: 0 },
+        { type: 'chunks_planned', chunkCount: 5, workUnitCount: 5, evictionCount: 0 },
+        { type: 'work_unit_started', unitKey: 'revenue-and-contracts', skills: ['knowledge_capture', 'sl_capture'], stepBudget: 40 },
+        {
+          type: 'candidate_action',
+          unitKey: 'revenue-and-contracts',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/arr-contract-first.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'revenue-and-contracts',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/revenue-gross-to-net.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'revenue-and-contracts',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/discount-expiration.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'revenue-and-contracts',
+          target: 'sl',
+          action: 'created',
+          key: 'orbit_demo.contracts',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'revenue-and-contracts',
+          target: 'sl',
+          action: 'created',
+          key: 'orbit_demo.invoices',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'revenue-and-contracts',
+          target: 'sl',
+          action: 'created',
+          key: 'orbit_demo.arr_movements',
+        },
+        { type: 'work_unit_finished', unitKey: 'revenue-and-contracts', status: 'success' },
+        { type: 'work_unit_started', unitKey: 'retention-and-segments', skills: ['knowledge_capture', 'sl_capture'], stepBudget: 40 },
+        {
+          type: 'candidate_action',
+          unitKey: 'retention-and-segments',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/nrr-retention.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'retention-and-segments',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/segment-classification.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'retention-and-segments',
+          target: 'sl',
+          action: 'created',
+          key: 'orbit_demo.accounts',
+        },
+        { type: 'work_unit_finished', unitKey: 'retention-and-segments', status: 'success' },
+        {
+          type: 'work_unit_started',
+          unitKey: 'procurement-and-activation',
+          skills: ['knowledge_capture', 'sl_capture'],
+          stepBudget: 40,
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'procurement-and-activation',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/activation-policy.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'procurement-and-activation',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/procurement-workflows.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'procurement-and-activation',
+          target: 'sl',
+          action: 'created',
+          key: 'orbit_demo.purchase_requests',
+        },
+        { type: 'work_unit_finished', unitKey: 'procurement-and-activation', status: 'success' },
+        { type: 'work_unit_started', unitKey: 'support-and-health', skills: ['knowledge_capture', 'sl_capture'], stepBudget: 40 },
+        {
+          type: 'candidate_action',
+          unitKey: 'support-and-health',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/customer-health-scoring.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'support-and-health',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/support-escalation.md',
+        },
+        {
+          type: 'candidate_action',
+          unitKey: 'support-and-health',
+          target: 'sl',
+          action: 'created',
+          key: 'orbit_demo.support_tickets',
+        },
+        { type: 'work_unit_finished', unitKey: 'support-and-health', status: 'success' },
+        { type: 'work_unit_started', unitKey: 'governance-and-exclusions', skills: ['knowledge_capture'], stepBudget: 40 },
+        {
+          type: 'candidate_action',
+          unitKey: 'governance-and-exclusions',
+          target: 'wiki',
+          action: 'created',
+          key: 'knowledge/global/internal-test-exclusion.md',
+        },
+        { type: 'work_unit_finished', unitKey: 'governance-and-exclusions', status: 'success' },
+        { type: 'reconciliation_finished', conflictCount: 0, fallbackCount: 0 },
+        { type: 'saved', commitSha: 'demo-seeded', wikiCount: 10, slCount: 6 },
+        { type: 'provenance_recorded', rowCount: provenance.length },
+        { type: 'report_created', runId: 'demo-seeded-orbit', reportPath: 'reports/seeded-demo-report.json' },
+      ],
+      plannedWorkUnits: [
+        {
+          unitKey: 'revenue-and-contracts',
+          rawFiles: ['contracts', 'invoices', 'arr_movements'],
+          peerFileCount: 3,
+          dependencyCount: 3,
+        },
+        {
+          unitKey: 'retention-and-segments',
+          rawFiles: ['accounts', 'plans'],
+          peerFileCount: 2,
+          dependencyCount: 2,
+        },
+        {
+          unitKey: 'procurement-and-activation',
+          rawFiles: ['purchase_requests', 'users'],
+          peerFileCount: 2,
+          dependencyCount: 2,
+        },
+        { unitKey: 'support-and-health', rawFiles: ['support_tickets'], peerFileCount: 1, dependencyCount: 1 },
+        {
+          unitKey: 'governance-and-exclusions',
+          rawFiles: ['notion/export/pages/analyst-onboarding.md'],
+          peerFileCount: 1,
+          dependencyCount: 0,
+        },
+      ],
+      details: {
+        actions: buildActions(),
+        provenance,
+        transcripts,
+      },
+    },
+  };
+}
+
+async function writeGeneratedContext(rowCounts) {
+  for (const page of knowledgePages) {
+    await writeText(join('knowledge/global', page.file), renderKnowledgePage(page));
+  }
+
+  for (const table of semanticLayerTables) {
+    await writeText(join('semantic-layer/orbit_demo', `${table}.yaml`), await renderSemanticLayerSource(table));
+  }
+
+  const provenance = provenanceLinks.map((link) => ({
+    rawPath: link.sourcePath,
+    artifactKind: link.artifactKind,
+    artifactKey: link.artifactKey,
+    actionType: link.artifactKind === 'sl' ? 'sl_written' : 'wiki_written',
+  }));
+  const transcripts = [
+    'revenue-and-contracts',
+    'retention-and-segments',
+    'procurement-and-activation',
+    'support-and-health',
+    'governance-and-exclusions',
+  ].map((unitKey) => ({
+    unitKey,
+    path: `transcripts/${unitKey}.jsonl`,
+    toolCallCount: unitKey === 'governance-and-exclusions' ? 2 : 5,
+    errorCount: 0,
+    toolNames: unitKey === 'governance-and-exclusions' ? ['wiki_write'] : ['wiki_write', 'sl_write_source'],
+  }));
+
+  await writeJson('links/provenance.json', provenanceLinks);
+  await writeJson('reports/seeded-demo-report.json', {
+    id: 'demo-seeded-report',
+    runId: 'demo-seeded-orbit',
+    connectionId: 'orbit_demo',
+    mode: 'seeded',
+    status: 'complete',
+    createdAt: '2026-05-06T00:00:00.000Z',
+    summary: {
+      sources: {
+        warehouse: { tables: 8, rows: Object.values(rowCounts).reduce((sum, count) => sum + count, 0) },
+        dbt: { models: 3, sources: 8 },
+        bi: { explores: 5, dashboards: 2, views: 5 },
+        notion: { pages: 8 },
+      },
+      generated: {
+        semanticLayerSources: 6,
+        knowledgePages: 10,
+        provenanceLinks: provenanceLinks.length,
+      },
+      metadata: {
+        mode: 'seeded',
+        origin: 'packaged',
+        llmCalls: 0,
+        timing: 'prebuilt',
+        source: packagedDemoSource,
+      },
+    },
+  });
+  await writeJson('manifest.json', {
+    demoAssetSchemaVersion: 2,
+    name: 'orbit',
+    displayName: 'Orbit Demo',
+    mode: 'seeded',
+    sqliteDatabase: 'demo.db',
+    replay: 'replay.memory-flow.v1.json',
+    report: 'reports/seeded-demo-report.json',
+    source: packagedDemoSource,
+    sources: {
+      warehouse: { label: 'Warehouse', path: 'demo.db', tables: 8, rowCounts },
+      dbt: { label: 'dbt', path: 'raw-sources/dbt', models: 3, sourceTables: 8 },
+      bi: { label: 'BI', path: 'raw-sources/bi', explores: 5, dashboards: 2 },
+      notion: { label: 'Notion', path: 'raw-sources/notion', pages: 8 },
+    },
+    generated: {
+      semanticLayer: { path: 'semantic-layer/orbit_demo', sourceCount: 6 },
+      knowledge: { path: 'knowledge/global', pageCount: 10 },
+      links: { path: 'links', linkCount: provenanceLinks.length },
+    },
+  });
+  await writeJson('replay.memory-flow.v1.json', buildReplay(provenance, transcripts));
+}
+
+await assertReadable(join(sourceRoot, 'database/seeds/accounts.csv'), `${packagedDemoSource} seed data`);
+await assertReadable(join(sourceRoot, `${exampleDbtProjectDir}/models/schema.yml`), `${packagedDemoSource} dbt schema`);
+await assertReadable(join(sourceRoot, 'views/revenue_daily.view.lkml'), `${packagedDemoSource} LookML views`);
+await assertReadable(
+  join(sourceRoot, 'notion/export/pages/revenue-reporting-policy.md'),
+  `${packagedDemoSource} Notion export`,
+);
+
+await rm(assetDir, { recursive: true, force: true });
+for (const relativeDir of [
+  'raw-sources/warehouse',
+  'raw-sources/dbt/models/marts',
+  'raw-sources/bi',
+  'raw-sources/notion',
+  'semantic-layer/orbit_demo',
+  'knowledge/global',
+  'links',
+  'reports',
+]) {
+  await mkdir(join(assetDir, relativeDir), { recursive: true });
+}
+
+const rowCounts = {};
+await rm(dbPath, { force: true });
+const db = new Database(dbPath);
+try {
+  await writeWarehouse(db, rowCounts);
+} finally {
+  db.close();
+}
+await copyCuratedSourceFiles();
+await writeGeneratedContext(rowCounts);
+
+const dbStat = await stat(dbPath);
+if (dbStat.size >= 10 * 1024 * 1024) {
+  throw new Error(`Seeded demo SQLite bundle is too large: ${dbStat.size} bytes`);
+}

packages/cli/src/agent-runtime.test.ts

@@ -0,0 +1,108 @@
+import { mkdtemp, readFile, rm, writeFile } from 'node:fs/promises';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
+import {
+  KLO_AGENT_MAX_ROWS_CAP,
+  createKloAgentRuntime,
+  parseAgentMaxRows,
+  readAgentJsonFile,
+  writeAgentJson,
+  writeAgentJsonError,
+} from './agent-runtime.js';
+
+function makeIo() {
+  let stdout = '';
+  let stderr = '';
+  return {
+    io: {
+      stdout: { write: (chunk: string) => (stdout += chunk) },
+      stderr: { write: (chunk: string) => (stderr += chunk) },
+    },
+    stdout: () => stdout,
+    stderr: () => stderr,
+  };
+}
+
+describe('agent runtime helpers', () => {
+  let tempDir: string;
+
+  beforeEach(async () => {
+    tempDir = await mkdtemp(join(tmpdir(), 'klo-agent-runtime-'));
+  });
+
+  afterEach(async () => {
+    await rm(tempDir, { recursive: true, force: true });
+  });
+
+  it('writes JSON success and error envelopes without color or spinners', () => {
+    const successIo = makeIo();
+    const errorIo = makeIo();
+
+    writeAgentJson(successIo.io, { ok: true });
+    writeAgentJsonError(errorIo.io, 'missing source', { code: 'NOT_FOUND' });
+
+    expect(JSON.parse(successIo.stdout())).toEqual({ ok: true });
+    expect(successIo.stderr()).toBe('');
+    expect(JSON.parse(errorIo.stderr())).toEqual({
+      ok: false,
+      error: { message: 'missing source', code: 'NOT_FOUND' },
+    });
+    expect(errorIo.stdout()).toBe('');
+  });
+
+  it('reads JSON query files as objects', async () => {
+    const path = join(tempDir, 'query.json');
+    await writeFile(path, '{"measures":["revenue"],"limit":50}', 'utf-8');
+
+    await expect(readAgentJsonFile(path)).resolves.toEqual({ measures: ['revenue'], limit: 50 });
+  });
+
+  it('rejects non-object JSON query files', async () => {
+    const path = join(tempDir, 'query.json');
+    await writeFile(path, '["revenue"]', 'utf-8');
+
+    await expect(readAgentJsonFile(path)).rejects.toThrow('must contain a JSON object');
+  });
+
+  it('requires positive row limits and enforces the agent cap', () => {
+    expect(parseAgentMaxRows(100)).toBe(100);
+    expect(() => parseAgentMaxRows(undefined)).toThrow('maxRows is required');
+    expect(() => parseAgentMaxRows(0)).toThrow('positive integer');
+    expect(() => parseAgentMaxRows(KLO_AGENT_MAX_ROWS_CAP + 1)).toThrow(String(KLO_AGENT_MAX_ROWS_CAP));
+  });
+
+  it('constructs local context ports with semantic compute and query executor', async () => {
+    const project = {
+      projectDir: tempDir,
+      configPath: join(tempDir, 'klo.yaml'),
+      config: { project: 'revenue', connections: {} },
+      coreConfig: {},
+      git: {},
+      fileStore: {},
+    } as never;
+    const ports = { knowledge: {}, semanticLayer: {} } as never;
+    const semanticLayerCompute = { query: vi.fn(), validateSources: vi.fn(), generateSources: vi.fn() };
+    const queryExecutor = { execute: vi.fn() };
+    const loadProject = vi.fn(async () => project);
+    const createContextTools = vi.fn(() => ports);
+
+    await expect(
+      createKloAgentRuntime(
+        { projectDir: tempDir, enableSemanticCompute: true, enableQueryExecution: true },
+        {
+          loadProject,
+          createContextTools,
+          createSemanticLayerCompute: () => semanticLayerCompute,
+          createQueryExecutor: () => queryExecutor,
+        },
+      ),
+    ).resolves.toMatchObject({ project, ports, queryExecutor });
+
+    expect(loadProject).toHaveBeenCalledWith({ projectDir: tempDir });
+    expect(createContextTools).toHaveBeenCalledWith(project, {
+      semanticLayerCompute,
+      queryExecutor,
+    });
+  });
+});

packages/cli/src/agent-runtime.ts

@@ -0,0 +1,81 @@
+import { readFile } from 'node:fs/promises';
+import { createDefaultLocalQueryExecutor, type KloSqlQueryExecutorPort } from '@klo/context/connections';
+import { createPythonSemanticLayerComputePort, type KloSemanticLayerComputePort } from '@klo/context/daemon';
+import { createLocalProjectMcpContextPorts, type KloMcpContextPorts } from '@klo/context/mcp';
+import { type KloLocalProject, loadKloProject } from '@klo/context/project';
+import type { KloCliIo } from './cli-runtime.js';
+
+export const KLO_AGENT_MAX_ROWS_CAP = 1000;
+
+export interface KloAgentRuntimeOptions {
+  projectDir: string;
+  enableSemanticCompute: boolean;
+  enableQueryExecution: boolean;
+}
+
+export interface KloAgentRuntime {
+  project: KloLocalProject;
+  ports: KloMcpContextPorts;
+  semanticLayerCompute?: KloSemanticLayerComputePort;
+  queryExecutor?: KloSqlQueryExecutorPort;
+}
+
+export interface KloAgentRuntimeDeps {
+  loadProject?: typeof loadKloProject;
+  createContextTools?: typeof createLocalProjectMcpContextPorts;
+  createSemanticLayerCompute?: () => KloSemanticLayerComputePort;
+  createQueryExecutor?: () => KloSqlQueryExecutorPort;
+}
+
+export function writeAgentJson(io: KloCliIo, value: unknown): void {
+  io.stdout.write(`${JSON.stringify(value, null, 2)}\n`);
+}
+
+export function writeAgentJsonError(
+  io: KloCliIo,
+  message: string,
+  detail: Record<string, unknown> = {},
+): void {
+  io.stderr.write(`${JSON.stringify({ ok: false, error: { message, ...detail } }, null, 2)}\n`);
+}
+
+export async function readAgentJsonFile(path: string): Promise<Record<string, unknown>> {
+  const parsed = JSON.parse(await readFile(path, 'utf-8')) as unknown;
+  if (!parsed || typeof parsed !== 'object' || Array.isArray(parsed)) {
+    throw new Error(`${path} must contain a JSON object.`);
+  }
+  return parsed as Record<string, unknown>;
+}
+
+export function parseAgentMaxRows(value: number | undefined): number {
+  if (!Number.isInteger(value) || value === undefined || value <= 0) {
+    throw new Error('maxRows is required and must be a positive integer.');
+  }
+  if (value > KLO_AGENT_MAX_ROWS_CAP) {
+    throw new Error(`maxRows must be less than or equal to ${KLO_AGENT_MAX_ROWS_CAP}.`);
+  }
+  return value;
+}
+
+export async function createKloAgentRuntime(
+  options: KloAgentRuntimeOptions,
+  deps: KloAgentRuntimeDeps = {},
+): Promise<KloAgentRuntime> {
+  const project = await (deps.loadProject ?? loadKloProject)({ projectDir: options.projectDir });
+  const semanticLayerCompute = options.enableSemanticCompute
+    ? (deps.createSemanticLayerCompute ?? createPythonSemanticLayerComputePort)()
+    : undefined;
+  const queryExecutor = options.enableQueryExecution
+    ? (deps.createQueryExecutor ?? createDefaultLocalQueryExecutor)()
+    : undefined;
+  const ports = (deps.createContextTools ?? createLocalProjectMcpContextPorts)(project, {
+    ...(semanticLayerCompute ? { semanticLayerCompute } : {}),
+    ...(queryExecutor ? { queryExecutor } : {}),
+  });
+  return {
+    project,
+    ports,
+    ...(semanticLayerCompute ? { semanticLayerCompute } : {}),
+    ...(queryExecutor ? { queryExecutor } : {}),
+  };
+}

packages/cli/src/agent-search-readiness.test.ts

@@ -0,0 +1,51 @@
+import { describe, expect, it } from 'vitest';
+import {
+  isMissingProjectConfigError,
+  missingConnectionSlSearchReadiness,
+  missingProjectSlSearchReadiness,
+  noConnectionsSlSearchReadiness,
+  noIndexedSourcesSlSearchReadiness,
+} from './agent-search-readiness.js';
+
+describe('agent semantic-layer search readiness guidance', () => {
+  it('formats missing project guidance with exact recovery commands', () => {
+    expect(missingProjectSlSearchReadiness('/tmp/klo-search', 'gross revenue')).toEqual({
+      code: 'agent_sl_search_missing_project',
+      message: 'Semantic-layer search needs an initialized KLO project at /tmp/klo-search.',
+      nextSteps: [
+        'klo demo',
+        'klo setup --project-dir /tmp/klo-search',
+        'klo ingest <connection>',
+        'klo agent sl list --json --query "gross revenue" --project-dir /tmp/klo-search',
+      ],
+    });
+  });
+
+  it('formats no-connection and no-index guidance without hiding the project path', () => {
+    expect(noConnectionsSlSearchReadiness('/tmp/klo-search', 'revenue')).toMatchObject({
+      code: 'agent_sl_search_no_connections',
+      message: 'Semantic-layer search found no configured connections in /tmp/klo-search.',
+    });
+    expect(noIndexedSourcesSlSearchReadiness('/tmp/klo-search', 'orders')).toMatchObject({
+      code: 'agent_sl_search_no_indexed_sources',
+      message: 'Semantic-layer search found no indexed semantic-layer sources in /tmp/klo-search.',
+    });
+  });
+
+  it('formats unknown connection guidance', () => {
+    expect(missingConnectionSlSearchReadiness('/tmp/klo-search', 'warehouse', 'revenue')).toMatchObject({
+      code: 'agent_sl_search_unknown_connection',
+      message: 'Semantic-layer search connection "warehouse" is not configured in /tmp/klo-search.',
+    });
+  });
+
+  it('detects missing klo.yaml read errors', () => {
+    const error = Object.assign(new Error('ENOENT: no such file or directory'), {
+      code: 'ENOENT',
+      path: '/tmp/klo-search/klo.yaml',
+    });
+
+    expect(isMissingProjectConfigError(error)).toBe(true);
+    expect(isMissingProjectConfigError(new Error('other'))).toBe(false);
+  });
+});

packages/cli/src/agent-search-readiness.ts

@@ -0,0 +1,94 @@
+export type KloAgentSlSearchReadinessCode =
+  | 'agent_sl_search_missing_project'
+  | 'agent_sl_search_no_connections'
+  | 'agent_sl_search_unknown_connection'
+  | 'agent_sl_search_no_indexed_sources';
+
+export interface KloAgentSlSearchReadinessDetail {
+  code: KloAgentSlSearchReadinessCode;
+  message: string;
+  nextSteps: string[];
+}
+
+function queryForCommand(query: string | undefined): string {
+  const trimmed = query?.trim();
+  return trimmed && trimmed.length > 0 ? trimmed : 'revenue';
+}
+
+function projectSearchCommand(projectDir: string, query: string | undefined): string {
+  return `klo agent sl list --json --query ${JSON.stringify(queryForCommand(query))} --project-dir ${projectDir}`;
+}
+
+function baseNextSteps(projectDir: string, query: string | undefined): string[] {
+  return [
+    'klo demo',
+    `klo setup --project-dir ${projectDir}`,
+    'klo ingest <connection>',
+    projectSearchCommand(projectDir, query),
+  ];
+}
+
+export function missingProjectSlSearchReadiness(
+  projectDir: string,
+  query: string | undefined,
+): KloAgentSlSearchReadinessDetail {
+  return {
+    code: 'agent_sl_search_missing_project',
+    message: `Semantic-layer search needs an initialized KLO project at ${projectDir}.`,
+    nextSteps: baseNextSteps(projectDir, query),
+  };
+}
+
+export function noConnectionsSlSearchReadiness(
+  projectDir: string,
+  query: string | undefined,
+): KloAgentSlSearchReadinessDetail {
+  return {
+    code: 'agent_sl_search_no_connections',
+    message: `Semantic-layer search found no configured connections in ${projectDir}.`,
+    nextSteps: baseNextSteps(projectDir, query),
+  };
+}
+
+export function missingConnectionSlSearchReadiness(
+  projectDir: string,
+  connectionId: string,
+  query: string | undefined,
+): KloAgentSlSearchReadinessDetail {
+  return {
+    code: 'agent_sl_search_unknown_connection',
+    message: `Semantic-layer search connection "${connectionId}" is not configured in ${projectDir}.`,
+    nextSteps: baseNextSteps(projectDir, query),
+  };
+}
+
+export function noIndexedSourcesSlSearchReadiness(
+  projectDir: string,
+  query: string | undefined,
+): KloAgentSlSearchReadinessDetail {
+  return {
+    code: 'agent_sl_search_no_indexed_sources',
+    message: `Semantic-layer search found no indexed semantic-layer sources in ${projectDir}.`,
+    nextSteps: baseNextSteps(projectDir, query),
+  };
+}
+
+function errorCode(error: unknown): string | undefined {
+  if (typeof error !== 'object' || error === null || !('code' in error)) {
+    return undefined;
+  }
+  const code = (error as { code?: unknown }).code;
+  return typeof code === 'string' ? code : undefined;
+}
+
+function errorPath(error: unknown): string | undefined {
+  if (typeof error !== 'object' || error === null || !('path' in error)) {
+    return undefined;
+  }
+  const path = (error as { path?: unknown }).path;
+  return typeof path === 'string' ? path : undefined;
+}
+
+export function isMissingProjectConfigError(error: unknown): boolean {
+  return errorCode(error) === 'ENOENT' && (errorPath(error)?.endsWith('klo.yaml') ?? false);
+}

packages/cli/src/agent.test.ts

@@ -0,0 +1,393 @@
+import { mkdtemp, rm, writeFile } from 'node:fs/promises';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { buildDefaultKloProjectConfig } from '@klo/context/project';
+import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
+import { runKloAgent } from './agent.js';
+import type { KloAgentRuntime } from './agent-runtime.js';
+
+function makeIo() {
+  let stdout = '';
+  let stderr = '';
+  return {
+    io: {
+      stdout: { write: (chunk: string) => (stdout += chunk) },
+      stderr: { write: (chunk: string) => (stderr += chunk) },
+    },
+    stdout: () => stdout,
+    stderr: () => stderr,
+  };
+}
+
+function runtime(overrides: Record<string, unknown> = {}): KloAgentRuntime {
+  const config = buildDefaultKloProjectConfig('revenue');
+  return {
+    project: {
+      projectDir: '/tmp/revenue',
+      configPath: '/tmp/revenue/klo.yaml',
+      config: {
+        ...config,
+        connections: {
+          warehouse: { driver: 'sqlite', path: 'warehouse.sqlite', readonly: true as const },
+        },
+      },
+      coreConfig: {} as KloAgentRuntime['project']['coreConfig'],
+      git: {} as KloAgentRuntime['project']['git'],
+      fileStore: {} as KloAgentRuntime['project']['fileStore'],
+    },
+    ports: {
+      connections: { list: vi.fn(async () => [{ id: 'warehouse', name: 'warehouse', connectionType: 'sqlite' }]) },
+      semanticLayer: {
+        listSources: vi.fn(async () => ({
+          sources: [
+            {
+              connectionId: 'warehouse',
+              connectionName: 'warehouse',
+              name: 'orders',
+              columnCount: 2,
+              measureCount: 1,
+              joinCount: 0,
+            },
+          ],
+          totalSources: 1,
+        })),
+        readSource: vi.fn(async () => ({ sourceName: 'orders', yaml: 'name: orders\n' })),
+        writeSource: vi.fn(async () => ({ success: true, sourceName: 'orders' })),
+        validate: vi.fn(async () => ({ success: true, errors: [], warnings: [] })),
+        query: vi.fn(async () => ({ sql: 'select 1', headers: ['x'], rows: [[1]], totalRows: 1, plan: {} })),
+      },
+      knowledge: {
+        search: vi.fn(async () => ({
+          results: [
+            {
+              key: 'page-1',
+              path: 'knowledge/global/page-1.md',
+              scope: 'GLOBAL' as const,
+              summary: 'Revenue logic',
+              score: 0.9,
+              matchReasons: ['lexical' as const],
+            },
+          ],
+          totalFound: 1,
+        })),
+        read: vi.fn(async () => ({
+          key: 'page-1',
+          scope: 'GLOBAL' as const,
+          summary: 'Revenue logic',
+          content: 'Use net revenue.',
+        })),
+        write: vi.fn(async () => ({ success: true, key: 'page-1', action: 'created' as const })),
+      },
+    },
+    queryExecutor: {
+      execute: vi.fn(async () => ({ headers: ['x'], rows: [[1]], totalRows: 1, command: 'SELECT', rowCount: 1 })),
+    },
+    ...overrides,
+  };
+}
+
+function runtimeWithoutConnections(): KloAgentRuntime {
+  const base = runtime();
+  return {
+    ...base,
+    project: {
+      ...base.project,
+      config: {
+        ...base.project.config,
+        connections: {},
+      },
+    },
+    ports: {
+      ...base.ports,
+      semanticLayer: {
+        ...base.ports.semanticLayer!,
+        listSources: vi.fn(async () => ({ sources: [], totalSources: 0 })),
+      },
+    },
+  };
+}
+
+describe('runKloAgent', () => {
+  let tempDir: string;
+
+  beforeEach(async () => {
+    tempDir = await mkdtemp(join(tmpdir(), 'klo-agent-'));
+  });
+
+  afterEach(async () => {
+    await rm(tempDir, { recursive: true, force: true });
+  });
+
+  it('prints tool discovery with every stable command', async () => {
+    const io = makeIo();
+
+    await expect(runKloAgent({ command: 'tools', projectDir: tempDir, json: true }, io.io)).resolves.toBe(0);
+
+    const body = JSON.parse(io.stdout());
+    expect(body.projectDir).toBe(tempDir);
+    expect(body.tools.map((tool: { name: string }) => tool.name)).toEqual([
+      'context',
+      'sl.list',
+      'sl.read',
+      'sl.query',
+      'wiki.search',
+      'wiki.read',
+      'sql.execute',
+    ]);
+    expect(io.stderr()).toBe('');
+  });
+
+  it('prints project context from setup status, connections, and SL summaries', async () => {
+    const io = makeIo();
+    const createRuntime = vi.fn(async () => runtime());
+    const readSetupStatus = vi.fn(async () => ({ project: { path: tempDir, ready: true }, agents: [] }));
+
+    await expect(
+      runKloAgent({ command: 'context', projectDir: tempDir, json: true }, io.io, { createRuntime, readSetupStatus }),
+    ).resolves.toBe(0);
+
+    expect(JSON.parse(io.stdout())).toMatchObject({
+      projectDir: tempDir,
+      status: { project: { ready: true } },
+      connections: [{ id: 'warehouse' }],
+      semanticLayer: { totalSources: 1 },
+    });
+  });
+
+  it('dispatches SL list, SL read, wiki search, and wiki read through local ports', async () => {
+    for (const args of [
+      { command: 'sl-list' as const, projectDir: tempDir, json: true as const, connectionId: 'warehouse' },
+      {
+        command: 'sl-read' as const,
+        projectDir: tempDir,
+        json: true as const,
+        connectionId: 'warehouse',
+        sourceName: 'orders',
+      },
+      { command: 'wiki-search' as const, projectDir: tempDir, json: true as const, query: 'revenue', limit: 10 },
+      { command: 'wiki-read' as const, projectDir: tempDir, json: true as const, pageId: 'page-1' },
+    ]) {
+      const io = makeIo();
+      await expect(runKloAgent(args, io.io, { createRuntime: async () => runtime() })).resolves.toBe(0);
+      expect(JSON.parse(io.stdout())).toBeTruthy();
+      expect(io.stderr()).toBe('');
+    }
+  });
+
+  it('prints wiki hybrid search metadata from the hidden agent wiki search command', async () => {
+    const fakeRuntime = runtime();
+    const knowledge = fakeRuntime.ports.knowledge;
+    if (!knowledge) {
+      throw new Error('Expected runtime knowledge port');
+    }
+    fakeRuntime.ports.knowledge = {
+      ...knowledge,
+      search: vi.fn(async () => ({
+        results: [
+          {
+            key: 'metrics/revenue',
+            path: 'knowledge/global/metrics/revenue.md',
+            scope: 'GLOBAL' as const,
+            summary: 'Revenue metric definition',
+            score: 0.02459016393442623,
+            matchReasons: ['lexical' as const, 'token' as const],
+          },
+        ],
+        totalFound: 1,
+      })),
+    };
+    const io = makeIo();
+
+    await expect(
+      runKloAgent({ command: 'wiki-search', projectDir: tempDir, json: true, query: 'paid order', limit: 5 }, io.io, {
+        createRuntime: async () => fakeRuntime,
+      }),
+    ).resolves.toBe(0);
+
+    expect(JSON.parse(io.stdout())).toEqual({
+      results: [
+        expect.objectContaining({
+          key: 'metrics/revenue',
+          path: 'knowledge/global/metrics/revenue.md',
+          matchReasons: ['lexical', 'token'],
+        }),
+      ],
+      totalFound: 1,
+    });
+  });
+
+  it('executes SL queries from a JSON query file', async () => {
+    const queryFile = join(tempDir, 'sl-query.json');
+    const io = makeIo();
+    await writeFile(queryFile, '{"measures":["total_revenue"],"dimensions":[]}', 'utf-8');
+
+    await expect(
+      runKloAgent(
+        {
+          command: 'sl-query',
+          projectDir: tempDir,
+          json: true,
+          connectionId: 'warehouse',
+          queryFile,
+          execute: true,
+          maxRows: 100,
+        },
+        io.io,
+        { createRuntime: async () => runtime() },
+      ),
+    ).resolves.toBe(0);
+
+    expect(JSON.parse(io.stdout())).toMatchObject({ sql: 'select 1', rows: [[1]] });
+  });
+
+  it('executes read-only SQL from a SQL file with an explicit row limit', async () => {
+    const sqlFile = join(tempDir, 'query.sql');
+    const fakeRuntime = runtime();
+    const io = makeIo();
+    await writeFile(sqlFile, 'select 1', 'utf-8');
+
+    await expect(
+      runKloAgent(
+        {
+          command: 'sql-execute',
+          projectDir: tempDir,
+          json: true,
+          connectionId: 'warehouse',
+          sqlFile,
+          maxRows: 100,
+        },
+        io.io,
+        { createRuntime: async () => fakeRuntime as never },
+      ),
+    ).resolves.toBe(0);
+
+    expect(fakeRuntime.queryExecutor?.execute).toHaveBeenCalledWith({
+      connectionId: 'warehouse',
+      projectDir: '/tmp/revenue',
+      connection: { driver: 'sqlite', path: 'warehouse.sqlite', readonly: true },
+      sql: 'select 1',
+      maxRows: 100,
+    });
+  });
+
+  it('prints guided JSON when semantic-layer search runs outside a project', async () => {
+    const io = makeIo();
+    const missingProjectError = Object.assign(new Error('ENOENT: no such file or directory'), {
+      code: 'ENOENT',
+      path: join(tempDir, 'klo.yaml'),
+    });
+
+    await expect(
+      runKloAgent(
+        { command: 'sl-list', projectDir: tempDir, json: true, query: 'gross revenue' },
+        io.io,
+        { createRuntime: vi.fn(async () => Promise.reject(missingProjectError)) },
+      ),
+    ).resolves.toBe(1);
+
+    expect(JSON.parse(io.stderr())).toEqual({
+      ok: false,
+      error: {
+        code: 'agent_sl_search_missing_project',
+        message: `Semantic-layer search needs an initialized KLO project at ${tempDir}.`,
+        nextSteps: [
+          'klo demo',
+          `klo setup --project-dir ${tempDir}`,
+          'klo ingest <connection>',
+          `klo agent sl list --json --query "gross revenue" --project-dir ${tempDir}`,
+        ],
+      },
+    });
+    expect(io.stdout()).toBe('');
+  });
+
+  it('prints guided JSON when semantic-layer search has no configured connections', async () => {
+    const io = makeIo();
+
+    await expect(
+      runKloAgent(
+        { command: 'sl-list', projectDir: tempDir, json: true, query: 'revenue' },
+        io.io,
+        { createRuntime: async () => runtimeWithoutConnections() },
+      ),
+    ).resolves.toBe(1);
+
+    expect(JSON.parse(io.stderr())).toMatchObject({
+      ok: false,
+      error: {
+        code: 'agent_sl_search_no_connections',
+        message: `Semantic-layer search found no configured connections in ${tempDir}.`,
+        nextSteps: [
+          'klo demo',
+          `klo setup --project-dir ${tempDir}`,
+          'klo ingest <connection>',
+          `klo agent sl list --json --query "revenue" --project-dir ${tempDir}`,
+        ],
+      },
+    });
+  });
+
+  it('prints guided JSON when semantic-layer search asks for an unknown connection', async () => {
+    const io = makeIo();
+
+    await expect(
+      runKloAgent(
+        { command: 'sl-list', projectDir: tempDir, json: true, connectionId: 'missing', query: 'revenue' },
+        io.io,
+        { createRuntime: async () => runtime() },
+      ),
+    ).resolves.toBe(1);
+
+    expect(JSON.parse(io.stderr())).toMatchObject({
+      ok: false,
+      error: {
+        code: 'agent_sl_search_unknown_connection',
+        message: `Semantic-layer search connection "missing" is not configured in ${tempDir}.`,
+      },
+    });
+  });
+
+  it('prints guided JSON when semantic-layer search has no indexed sources', async () => {
+    const fakeRuntime = runtime();
+    const semanticLayer = fakeRuntime.ports.semanticLayer!;
+    fakeRuntime.ports.semanticLayer = {
+      ...semanticLayer,
+      listSources: vi.fn(async () => ({ sources: [], totalSources: 0 })),
+    };
+    const io = makeIo();
+
+    await expect(
+      runKloAgent(
+        { command: 'sl-list', projectDir: tempDir, json: true, connectionId: 'warehouse', query: 'revenue' },
+        io.io,
+        { createRuntime: async () => fakeRuntime },
+      ),
+    ).resolves.toBe(1);
+
+    expect(JSON.parse(io.stderr())).toMatchObject({
+      ok: false,
+      error: {
+        code: 'agent_sl_search_no_indexed_sources',
+        message: `Semantic-layer search found no indexed semantic-layer sources in ${tempDir}.`,
+      },
+    });
+  });
+
+  it('returns JSON errors when required ports or records are missing', async () => {
+    const io = makeIo();
+
+    await expect(
+      runKloAgent({ command: 'wiki-read', projectDir: tempDir, json: true, pageId: 'missing' }, io.io, {
+        createRuntime: async () =>
+          runtime({
+            ports: { knowledge: { read: vi.fn(async () => null) } },
+          }) as never,
+      }),
+    ).resolves.toBe(1);
+
+    expect(JSON.parse(io.stderr())).toMatchObject({
+      ok: false,
+      error: { message: expect.stringContaining('missing') },
+    });
+  });
+});

packages/cli/src/agent.ts

@@ -0,0 +1,214 @@
+import { readFile } from 'node:fs/promises';
+import type { KloCliIo } from './cli-runtime.js';
+import {
+  createKloAgentRuntime,
+  parseAgentMaxRows,
+  readAgentJsonFile,
+  writeAgentJson,
+  writeAgentJsonError,
+  type KloAgentRuntime,
+  type KloAgentRuntimeDeps,
+} from './agent-runtime.js';
+import {
+  isMissingProjectConfigError,
+  missingConnectionSlSearchReadiness,
+  missingProjectSlSearchReadiness,
+  noConnectionsSlSearchReadiness,
+  noIndexedSourcesSlSearchReadiness,
+  type KloAgentSlSearchReadinessDetail,
+} from './agent-search-readiness.js';
+import { readKloSetupStatus, type KloSetupStatus } from './setup.js';
+
+export type KloAgentArgs =
+  | { command: 'tools'; projectDir: string; json: true }
+  | { command: 'context'; projectDir: string; json: true }
+  | { command: 'sl-list'; projectDir: string; json: true; connectionId?: string; query?: string }
+  | { command: 'sl-read'; projectDir: string; json: true; connectionId?: string; sourceName: string }
+  | {
+      command: 'sl-query';
+      projectDir: string;
+      json: true;
+      connectionId: string;
+      queryFile: string;
+      execute: boolean;
+      maxRows?: number;
+    }
+  | { command: 'wiki-search'; projectDir: string; json: true; query: string; limit: number }
+  | { command: 'wiki-read'; projectDir: string; json: true; pageId: string }
+  | { command: 'sql-execute'; projectDir: string; json: true; connectionId: string; sqlFile: string; maxRows?: number };
+
+export interface KloAgentDeps extends KloAgentRuntimeDeps {
+  createRuntime?: (options: {
+    projectDir: string;
+    enableSemanticCompute: boolean;
+    enableQueryExecution: boolean;
+  }) => Promise<KloAgentRuntime>;
+  readSetupStatus?: (
+    projectDir: string,
+  ) => Promise<KloSetupStatus | { project: { path?: string; ready: boolean }; agents: unknown[] }>;
+}
+
+const AGENT_TOOLS = [
+  { name: 'context', command: 'klo agent context --json' },
+  { name: 'sl.list', command: 'klo agent sl list --json [--connection-id <id>] [--query <text>]' },
+  { name: 'sl.read', command: 'klo agent sl read <sourceName> --json [--connection-id <id>]' },
+  {
+    name: 'sl.query',
+    command: 'klo agent sl query --json --connection-id <id> --query-file <path> --execute --max-rows 100',
+  },
+  { name: 'wiki.search', command: 'klo agent wiki search <query> --json [--limit 10]' },
+  { name: 'wiki.read', command: 'klo agent wiki read <pageId> --json' },
+  {
+    name: 'sql.execute',
+    command: 'klo agent sql execute --json --connection-id <id> --sql-file <path> --max-rows 100',
+  },
+] as const;
+
+function writeAgentSlSearchReadinessError(io: KloCliIo, detail: KloAgentSlSearchReadinessDetail): void {
+  writeAgentJsonError(io, detail.message, { code: detail.code, nextSteps: detail.nextSteps });
+}
+
+async function runtimeFor(args: KloAgentArgs, deps: KloAgentDeps): Promise<KloAgentRuntime> {
+  const needsSemanticCompute = args.command === 'sl-query';
+  const needsQueryExecution = args.command === 'sql-execute' || (args.command === 'sl-query' && args.execute);
+  return deps.createRuntime
+    ? deps.createRuntime({
+        projectDir: args.projectDir,
+        enableSemanticCompute: needsSemanticCompute,
+        enableQueryExecution: needsQueryExecution,
+      })
+    : createKloAgentRuntime(
+        {
+          projectDir: args.projectDir,
+          enableSemanticCompute: needsSemanticCompute,
+          enableQueryExecution: needsQueryExecution,
+        },
+        deps,
+      );
+}
+
+function connectionIdForSource(runtime: KloAgentRuntime, requested: string | undefined): string {
+  if (requested) return requested;
+  const ids = Object.keys(runtime.project.config.connections ?? {});
+  if (ids.length === 1) return ids[0] as string;
+  throw new Error('Use --connection-id when the project has zero or multiple connections.');
+}
+
+export async function runKloAgent(args: KloAgentArgs, io: KloCliIo, deps: KloAgentDeps = {}): Promise<number> {
+  try {
+    if (args.command === 'tools') {
+      writeAgentJson(io, { projectDir: args.projectDir, tools: AGENT_TOOLS });
+      return 0;
+    }
+
+    const runtime = await runtimeFor(args, deps);
+
+    if (args.command === 'context') {
+      const [status, connections, semanticLayer] = await Promise.all([
+        (deps.readSetupStatus ?? readKloSetupStatus)(args.projectDir),
+        runtime.ports.connections?.list() ?? [],
+        runtime.ports.semanticLayer?.listSources({}) ?? { sources: [], totalSources: 0 },
+      ]);
+      writeAgentJson(io, { projectDir: args.projectDir, status, connections, semanticLayer, tools: AGENT_TOOLS });
+      return 0;
+    }
+
+    if (args.command === 'sl-list') {
+      const semanticLayer = runtime.ports.semanticLayer;
+      if (!semanticLayer) throw new Error('Semantic-layer tools are not available for this project.');
+      if (args.query) {
+        const connectionIds = Object.keys(runtime.project.config.connections ?? {});
+        if (args.connectionId && !runtime.project.config.connections[args.connectionId]) {
+          writeAgentSlSearchReadinessError(
+            io,
+            missingConnectionSlSearchReadiness(args.projectDir, args.connectionId, args.query),
+          );
+          return 1;
+        }
+        if (connectionIds.length === 0) {
+          writeAgentSlSearchReadinessError(io, noConnectionsSlSearchReadiness(args.projectDir, args.query));
+          return 1;
+        }
+      }
+
+      const listed = await semanticLayer.listSources({ connectionId: args.connectionId, query: args.query });
+      if (args.query && listed.sources.length === 0) {
+        const allSources = await semanticLayer.listSources({ connectionId: args.connectionId });
+        if (allSources.totalSources === 0) {
+          writeAgentSlSearchReadinessError(io, noIndexedSourcesSlSearchReadiness(args.projectDir, args.query));
+          return 1;
+        }
+      }
+
+      writeAgentJson(io, listed);
+      return 0;
+    }
+
+    if (args.command === 'sl-read') {
+      const semanticLayer = runtime.ports.semanticLayer;
+      if (!semanticLayer) throw new Error('Semantic-layer tools are not available for this project.');
+      const source = await semanticLayer.readSource({
+        connectionId: connectionIdForSource(runtime, args.connectionId),
+        sourceName: args.sourceName,
+      });
+      if (!source) throw new Error(`Semantic-layer source "${args.sourceName}" was not found.`);
+      writeAgentJson(io, source);
+      return 0;
+    }
+
+    if (args.command === 'sl-query') {
+      const semanticLayer = runtime.ports.semanticLayer;
+      if (!semanticLayer) throw new Error('Semantic-layer tools are not available for this project.');
+      const query = await readAgentJsonFile(args.queryFile);
+      const maxRows = args.execute ? parseAgentMaxRows(args.maxRows) : args.maxRows;
+      writeAgentJson(
+        io,
+        await semanticLayer.query({
+          connectionId: args.connectionId,
+          query: { ...query, ...(maxRows !== undefined ? { limit: maxRows } : {}) } as never,
+        }),
+      );
+      return 0;
+    }
+
+    if (args.command === 'wiki-search') {
+      const knowledge = runtime.ports.knowledge;
+      if (!knowledge) throw new Error('Wiki tools are not available for this project.');
+      writeAgentJson(io, await knowledge.search({ userId: 'agent', query: args.query, limit: args.limit }));
+      return 0;
+    }
+
+    if (args.command === 'wiki-read') {
+      const knowledge = runtime.ports.knowledge;
+      if (!knowledge) throw new Error('Wiki tools are not available for this project.');
+      const page = await knowledge.read({ userId: 'agent', key: args.pageId });
+      if (!page) throw new Error(`Wiki page "${args.pageId}" was not found.`);
+      writeAgentJson(io, page);
+      return 0;
+    }
+
+    const queryExecutor = runtime.queryExecutor;
+    if (!queryExecutor) throw new Error('SQL execution is not available for this project.');
+    const connection = runtime.project.config.connections[args.connectionId];
+    if (!connection) throw new Error(`Connection "${args.connectionId}" was not found.`);
+    const maxRows = parseAgentMaxRows(args.maxRows);
+    writeAgentJson(
+      io,
+      await queryExecutor.execute({
+        connectionId: args.connectionId,
+        projectDir: runtime.project.projectDir,
+        connection,
+        sql: await readFile(args.sqlFile, 'utf-8'),
+        maxRows,
+      }),
+    );
+    return 0;
+  } catch (error) {
+    if (args.command === 'sl-list' && args.query && isMissingProjectConfigError(error)) {
+      writeAgentSlSearchReadinessError(io, missingProjectSlSearchReadiness(args.projectDir, args.query));
+      return 1;
+    }
+    writeAgentJsonError(io, error instanceof Error ? error.message : String(error));
+    return 1;
+  }
+}

packages/cli/src/bin.ts

@@ -0,0 +1,9 @@
+#!/usr/bin/env node
+
+import { installStartupProfileReporter, profileMark, profileSpan } from './startup-profile.js';
+
+installStartupProfileReporter();
+profileMark('bin:entry');
+const { runKloCli } = await profileSpan('import ./cli-runtime.js', () => import('./cli-runtime.js'));
+profileMark('bin:runKloCli');
+process.exitCode = await runKloCli(process.argv.slice(2));

packages/cli/src/clack.ts

@@ -0,0 +1,11 @@
+import { spinner } from '@clack/prompts';
+
+export interface KloCliSpinner {
+  start(message: string): void;
+  stop(message: string): void;
+  error(message: string): void;
+}
+
+export function createClackSpinner(): KloCliSpinner {
+  return spinner();
+}

packages/cli/src/cli-program.ts

@@ -0,0 +1,268 @@
+import { Command, InvalidArgumentError } from '@commander-js/extra-typings';
+import type { KloCliDeps, KloCliIo, KloCliPackageInfo } from './cli-runtime.js';
+import { registerAgentCommands } from './commands/agent-commands.js';
+import { registerConnectionCommands } from './commands/connection-commands.js';
+import { registerWikiCommands } from './commands/knowledge-commands.js';
+import { registerPublicIngestCommands } from './commands/public-ingest-commands.js';
+import { registerServeCommands } from './commands/serve-commands.js';
+import { registerSetupCommands } from './commands/setup-commands.js';
+import { registerSlCommands } from './commands/sl-commands.js';
+import { registerStatusCommands } from './commands/status-commands.js';
+import { registerDevCommands } from './dev.js';
+import { findNearestKloProjectDir, resolveKloProjectDir } from './project-resolver.js';
+import { profileMark, profileSpan } from './startup-profile.js';
+
+profileMark('module:cli-program');
+
+export interface KloCliCommandContext {
+  io: KloCliIo;
+  deps: KloCliDeps;
+  setExitCode: (code: number) => void;
+  runInit: (args: { projectDir: string; projectName?: string; force: boolean }, io: KloCliIo) => Promise<number>;
+  writeDebug?: (command: string, commandContext: CommandWithGlobalOptions) => void;
+}
+
+export interface OutputModeOptions {
+  plain?: boolean;
+  json?: boolean;
+  viz?: boolean;
+  input?: boolean;
+}
+
+interface KloCommanderProgramOptions {
+  runInit: (args: { projectDir: string; projectName?: string; force: boolean }, io: KloCliIo) => Promise<number>;
+}
+
+type CommanderExitLike = { exitCode: number; code: string; message: string };
+
+interface KloGlobalOptionValues {
+  projectDir?: string;
+  debug?: boolean;
+}
+
+export interface CommandWithGlobalOptions {
+  opts: () => object;
+  optsWithGlobals?: () => object;
+}
+
+function isCommanderExit(error: unknown): error is CommanderExitLike {
+  return (
+    typeof error === 'object' &&
+    error !== null &&
+    'exitCode' in error &&
+    typeof (error as { exitCode: unknown }).exitCode === 'number' &&
+    'code' in error &&
+    typeof (error as { code: unknown }).code === 'string'
+  );
+}
+
+export function collectOption(value: string, previous: string[] = []): string[] {
+  return [...previous, value];
+}
+
+export function parsePositiveIntegerOption(value: string): number {
+  const parsed = Number(value);
+  if (!Number.isInteger(parsed) || parsed < 1) {
+    throw new InvalidArgumentError('must be a positive integer');
+  }
+  return parsed;
+}
+
+export function parseNonNegativeIntegerOption(value: string): number {
+  const parsed = Number(value);
+  if (!Number.isInteger(parsed) || parsed < 0) {
+    throw new InvalidArgumentError('must be a non-negative integer');
+  }
+  return parsed;
+}
+
+export function parseBooleanStringOption(value: string): boolean {
+  if (value === 'true') {
+    return true;
+  }
+  if (value === 'false') {
+    return false;
+  }
+  throw new InvalidArgumentError('must be true or false');
+}
+
+export function parseSafeConnectionIdOption(value: string): string {
+  if (!/^[a-zA-Z0-9][a-zA-Z0-9_-]*$/.test(value)) {
+    throw new InvalidArgumentError(`Unsafe connection id: ${value}`);
+  }
+  return value;
+}
+
+export function parseNonEmptyAssignmentOption(value: string): { key: string; value: string } {
+  const separatorIndex = value.indexOf('=');
+  if (separatorIndex <= 0 || separatorIndex === value.length - 1) {
+    throw new InvalidArgumentError('must be a non-empty <key>=<value> assignment');
+  }
+  return {
+    key: value.slice(0, separatorIndex),
+    value: value.slice(separatorIndex + 1),
+  };
+}
+
+function optionsWithGlobals(command: CommandWithGlobalOptions): KloGlobalOptionValues {
+  const options = command.optsWithGlobals ? command.optsWithGlobals() : command.opts();
+  const values = options as { projectDir?: unknown; debug?: unknown };
+  return {
+    projectDir: typeof values.projectDir === 'string' ? values.projectDir : undefined,
+    debug: typeof values.debug === 'boolean' ? values.debug : undefined,
+  };
+}
+
+export function resolveCommandProjectDir(command: CommandWithGlobalOptions): string {
+  return resolveKloProjectDir({ explicitProjectDir: optionsWithGlobals(command).projectDir });
+}
+
+export function resolveCommandProjectDirOverride(command: CommandWithGlobalOptions): string | undefined {
+  return optionsWithGlobals(command).projectDir ?? process.env.KLO_PROJECT_DIR;
+}
+
+function createBaseProgram(info: KloCliPackageInfo, io: KloCliIo): Command {
+  return new Command()
+    .name('klo')
+    .description('Standalone KLO developer CLI')
+    .option('--project-dir <path>', 'KLO project directory (default: KLO_PROJECT_DIR, nearest klo.yaml, or cwd)')
+    .option('--debug', 'Enable diagnostic logging to stderr')
+    .version(`${info.name} ${info.version}`, '-v, --version', 'Show CLI version')
+    .helpOption('-h, --help', 'Show this help text')
+    .configureHelp({ showGlobalOptions: true })
+    .addHelpText(
+      'after',
+      '\nAdvanced:\n  klo dev        Low-level diagnostics, scans, adapter commands, and mapping tools.\n',
+    )
+    .showHelpAfterError()
+    .exitOverride()
+    .configureOutput({
+      writeOut: (chunk) => io.stdout.write(chunk),
+      writeErr: (chunk) => io.stderr.write(chunk),
+      outputError: (chunk, write) => write(chunk),
+    });
+}
+
+function writeDebug(io: KloCliIo, commandContext: CommandWithGlobalOptions, command: string): void {
+  const global = optionsWithGlobals(commandContext);
+  if (global.debug !== true) {
+    return;
+  }
+  io.stderr.write(`[debug] projectDir=${resolveCommandProjectDir(commandContext)}\n`);
+  io.stderr.write(`[debug] dispatch=${command}\n`);
+}
+
+function formatCliError(error: unknown): string {
+  return error instanceof Error ? error.message : String(error);
+}
+
+async function runBareInteractiveCommand(
+  program: Command,
+  io: KloCliIo,
+  context: KloCliCommandContext,
+): Promise<number> {
+  const nearestProjectDir = findNearestKloProjectDir(process.cwd());
+  const envProjectDir = process.env.KLO_PROJECT_DIR;
+  const runner = context.deps.setup ?? (await import('./setup.js')).runKloSetup;
+
+  if (!nearestProjectDir && !envProjectDir) {
+    return await runner(
+      {
+        command: 'run',
+        projectDir: resolveKloProjectDir(),
+        mode: 'auto',
+        agents: false,
+        agentScope: 'project',
+        agentInstallMode: 'cli',
+        skipAgents: false,
+        inputMode: 'auto',
+        yes: false,
+        skipLlm: false,
+        skipEmbeddings: false,
+        databaseSchemas: [],
+        skipDatabases: false,
+        skipSources: false,
+      },
+      io,
+    );
+  }
+
+  program.outputHelp();
+  return 0;
+}
+
+export async function runCommanderKloCli(
+  argv: string[],
+  io: KloCliIo,
+  deps: KloCliDeps,
+  info: KloCliPackageInfo,
+  options: KloCommanderProgramOptions,
+): Promise<number> {
+  profileMark('commander:entry');
+  let exitCode = 0;
+  const program = createBaseProgram(info, io);
+  profileMark('commander:base-program');
+  const context: KloCliCommandContext = {
+    io,
+    deps,
+    setExitCode: (code: number) => {
+      exitCode = code;
+    },
+    runInit: options.runInit,
+    writeDebug: (command: string, commandContext: CommandWithGlobalOptions) => {
+      writeDebug(io, commandContext, command);
+    },
+  };
+
+  registerSetupCommands(program, context);
+  profileMark('commander:register-setup');
+
+  registerConnectionCommands(program, context);
+  profileMark('commander:register-connection');
+
+  registerPublicIngestCommands(program, context);
+  profileMark('commander:register-public-ingest');
+
+  registerWikiCommands(program, context);
+  profileMark('commander:register-wiki');
+
+  registerSlCommands(program, context);
+  profileMark('commander:register-sl');
+
+  registerServeCommands(program, context);
+  profileMark('commander:register-serve');
+
+  registerStatusCommands(program, context);
+  profileMark('commander:register-status');
+
+  registerAgentCommands(program, context);
+  profileMark('commander:register-agent');
+
+  registerDevCommands(program, context);
+  profileMark('commander:register-dev');
+
+  if (argv.length === 0) {
+    if (io.stdout.isTTY === true) {
+      try {
+        return await runBareInteractiveCommand(program, io, context);
+      } catch (error) {
+        io.stderr.write(`${formatCliError(error)}\n`);
+        return 1;
+      }
+    }
+    program.outputHelp();
+    return 0;
+  }
+
+  try {
+    await profileSpan('commander:parseAsync', () => program.parseAsync(argv, { from: 'user' }));
+  } catch (error) {
+    if (isCommanderExit(error)) {
+      return error.exitCode === 0 ? 0 : 1;
+    }
+    io.stderr.write(`${formatCliError(error)}\n`);
+    return 1;
+  }
+
+  return exitCode;
+}

packages/cli/src/cli-runtime.ts

@@ -0,0 +1,89 @@
+import type { KloConnectionMetabaseSetupArgs } from './commands/connection-metabase-setup.js';
+import type { KloConnectionNotionArgs } from './commands/connection-notion.js';
+import type { KloAgentArgs } from './agent.js';
+import type { KloConnectionArgs } from './connection.js';
+import type { KloDemoArgs } from './demo.js';
+import type { KloDoctorArgs } from './doctor.js';
+import type { KloIngestArgs } from './ingest.js';
+import type { KloKnowledgeArgs } from './knowledge.js';
+import type { KloPublicIngestArgs } from './public-ingest.js';
+import type { KloScanArgs } from './scan.js';
+import type { KloServeArgs } from './serve.js';
+import type { KloSetupArgs } from './setup.js';
+import type { KloSlArgs } from './sl.js';
+import { profileMark, profileSpan } from './startup-profile.js';
+
+profileMark('module:cli-runtime');
+
+export interface KloCliPackageInfo {
+  name: '@klo/cli';
+  version: '0.0.0-private';
+  contextPackageName: '@klo/context';
+}
+
+export interface KloCliIo {
+  stdout: { isTTY?: boolean; write(chunk: string): void };
+  stderr: { write(chunk: string): void };
+}
+
+export interface KloCliDeps {
+  serveStdio?: (args: KloServeArgs) => Promise<number>;
+  setup?: (args: KloSetupArgs, io: KloCliIo) => Promise<number>;
+  agent?: (args: KloAgentArgs, io: KloCliIo) => Promise<number>;
+  connection?: (args: KloConnectionArgs, io: KloCliIo) => Promise<number>;
+  connectionNotion?: (args: KloConnectionNotionArgs, io: KloCliIo) => Promise<number>;
+  connectionMetabaseSetup?: (args: KloConnectionMetabaseSetupArgs, io: KloCliIo) => Promise<number>;
+  demo?: (args: KloDemoArgs, io: KloCliIo) => Promise<number>;
+  doctor?: (args: KloDoctorArgs, io: KloCliIo) => Promise<number>;
+  ingest?: (args: KloIngestArgs, io: KloCliIo) => Promise<number>;
+  publicIngest?: (args: KloPublicIngestArgs, io: KloCliIo) => Promise<number>;
+  scan?: (args: KloScanArgs, io: KloCliIo) => Promise<number>;
+  knowledge?: (args: KloKnowledgeArgs, io: KloCliIo) => Promise<number>;
+  sl?: (args: KloSlArgs, io: KloCliIo) => Promise<number>;
+}
+
+export function getKloCliPackageInfo(): KloCliPackageInfo {
+  return {
+    name: '@klo/cli',
+    version: '0.0.0-private',
+    contextPackageName: '@klo/context',
+  };
+}
+
+async function runInit(
+  args: { projectDir: string; projectName?: string; force: boolean },
+  io: KloCliIo,
+): Promise<number> {
+  const { initKloProject } = await import('@klo/context/project');
+  const result = await initKloProject({
+    projectDir: args.projectDir,
+    projectName: args.projectName,
+    force: args.force,
+  });
+
+  io.stdout.write(`Initialized KLO project at ${result.projectDir}\n`);
+  io.stdout.write(`Config: ${result.configPath}\n`);
+  io.stdout.write(`Commit: ${result.commitHash ?? 'none'}\n`);
+  return 0;
+}
+
+export async function runInitForCommander(
+  args: { projectDir: string; projectName?: string; force: boolean },
+  io: KloCliIo,
+): Promise<number> {
+  return await runInit(args, io);
+}
+
+export async function runKloCli(
+  argv = process.argv.slice(2),
+  io: KloCliIo = process,
+  deps: KloCliDeps = {},
+): Promise<number> {
+  const info = getKloCliPackageInfo();
+  profileMark('runtime:runKloCli');
+  const { runCommanderKloCli } = await profileSpan('import ./cli-program.js', () => import('./cli-program.js'));
+
+  return await runCommanderKloCli(argv, io, deps, info, {
+    runInit: runInitForCommander,
+  });
+}

packages/cli/src/command-schemas.ts

@@ -0,0 +1,85 @@
+import { z } from 'zod';
+
+const projectDirSchema = z.string().min(1);
+const safeConnectionIdSchema = z.string().regex(/^[a-zA-Z0-9][a-zA-Z0-9_-]*$/, 'Unsafe connection id');
+const stringArraySchema = z.array(z.string());
+
+export const connectionAddCommandSchema = z.object({
+  command: z.literal('add'),
+  projectDir: projectDirSchema,
+  driver: z.string().min(1),
+  connectionId: safeConnectionIdSchema,
+  url: z.string().optional(),
+  schemas: stringArraySchema,
+  readonly: z.boolean(),
+  force: z.boolean(),
+  allowLiteralCredentials: z.boolean(),
+  notion: z
+    .object({
+      authTokenRef: z.string().min(1),
+      crawlMode: z.enum(['all_accessible', 'selected_roots']),
+      rootPageIds: stringArraySchema,
+      rootDatabaseIds: stringArraySchema,
+      rootDataSourceIds: stringArraySchema,
+      maxPagesPerRun: z.number().int().positive().optional(),
+      maxKnowledgeCreatesPerRun: z.number().int().nonnegative().optional(),
+      maxKnowledgeUpdatesPerRun: z.number().int().nonnegative().optional(),
+    })
+    .optional(),
+});
+
+export const wikiWriteCommandSchema = z.object({
+  command: z.literal('write'),
+  projectDir: projectDirSchema,
+  key: z.string().min(1),
+  scope: z.enum(['GLOBAL', 'USER']),
+  userId: z.string().min(1),
+  summary: z.string().min(1),
+  content: z.string().min(1),
+  tags: stringArraySchema,
+  refs: stringArraySchema,
+  slRefs: stringArraySchema,
+});
+
+const orderBySchema = z.union([
+  z.string().min(1),
+  z.object({
+    field: z.string().min(1),
+    direction: z.enum(['asc', 'desc']).optional(),
+  }),
+]);
+
+export const slQueryCommandSchema = z.object({
+  command: z.literal('query'),
+  projectDir: projectDirSchema,
+  connectionId: z.string().min(1).optional(),
+  query: z.object({
+    measures: z.array(z.string().min(1)).min(1),
+    dimensions: stringArraySchema,
+    filters: stringArraySchema.optional(),
+    segments: stringArraySchema.optional(),
+    order_by: z.array(orderBySchema).optional(),
+    limit: z.number().int().positive().optional(),
+    include_empty: z.literal(true).optional(),
+  }),
+  format: z.enum(['json', 'sql']),
+  execute: z.boolean(),
+  maxRows: z.number().int().positive().optional(),
+});
+
+export const publicIngestRunCommandSchema = z.object({
+  command: z.literal('run'),
+  projectDir: projectDirSchema,
+  targetConnectionId: safeConnectionIdSchema.optional(),
+  all: z.boolean(),
+  json: z.boolean(),
+  inputMode: z.enum(['auto', 'disabled']),
+});
+
+export const publicIngestReadCommandSchema = z.object({
+  command: z.enum(['status', 'watch']),
+  projectDir: projectDirSchema,
+  runId: z.string().min(1).optional(),
+  json: z.boolean(),
+  inputMode: z.enum(['auto', 'disabled']),
+});

packages/cli/src/commands/agent-commands.ts

@@ -0,0 +1,137 @@
+import { Option, type Command } from '@commander-js/extra-typings';
+import type { KloAgentArgs } from '../agent.js';
+import type { KloCliCommandContext } from '../cli-program.js';
+import { parsePositiveIntegerOption, resolveCommandProjectDir } from '../cli-program.js';
+
+async function runAgent(context: KloCliCommandContext, args: KloAgentArgs): Promise<void> {
+  const runner = context.deps.agent ?? (await import('../agent.js')).runKloAgent;
+  context.setExitCode(await runner(args, context.io));
+}
+
+function jsonOption(): Option {
+  return new Option('--json', 'Print JSON output').makeOptionMandatory();
+}
+
+export function registerAgentCommands(program: Command, context: KloCliCommandContext): void {
+  const agent = program
+    .command('agent', { hidden: true })
+    .description('Machine-readable KLO commands for coding agents')
+    .showHelpAfterError();
+
+  agent.hook('preAction', (_thisCommand, actionCommand) => {
+    context.writeDebug?.('agent', actionCommand);
+  });
+
+  agent
+    .command('tools')
+    .description('Print available agent-facing KLO tools')
+    .addOption(jsonOption())
+    .action(async (_options, command) => {
+      await runAgent(context, { command: 'tools', projectDir: resolveCommandProjectDir(command), json: true });
+    });
+
+  agent
+    .command('context')
+    .description('Print project context for agent planning')
+    .addOption(jsonOption())
+    .action(async (_options, command) => {
+      await runAgent(context, { command: 'context', projectDir: resolveCommandProjectDir(command), json: true });
+    });
+
+  const sl = agent.command('sl').description('Semantic-layer agent commands');
+  sl.command('list')
+    .description('List semantic-layer sources')
+    .addOption(jsonOption())
+    .option('--connection-id <id>', 'Filter by connection id')
+    .option('--query <text>', 'Search source names and descriptions')
+    .action(async (options: { connectionId?: string; query?: string }, command) => {
+      await runAgent(context, {
+        command: 'sl-list',
+        projectDir: resolveCommandProjectDir(command),
+        json: true,
+        ...(options.connectionId ? { connectionId: options.connectionId } : {}),
+        ...(options.query ? { query: options.query } : {}),
+      });
+    });
+  sl.command('read')
+    .description('Read one semantic-layer source')
+    .argument('<sourceName>')
+    .addOption(jsonOption())
+    .option('--connection-id <id>', 'Connection id containing the source')
+    .action(async (sourceName: string, options: { connectionId?: string }, command) => {
+      await runAgent(context, {
+        command: 'sl-read',
+        projectDir: resolveCommandProjectDir(command),
+        json: true,
+        sourceName,
+        ...(options.connectionId ? { connectionId: options.connectionId } : {}),
+      });
+    });
+  sl.command('query')
+    .description('Run a semantic-layer query JSON file')
+    .addOption(jsonOption())
+    .requiredOption('--connection-id <id>', 'Connection id for execution')
+    .requiredOption('--query-file <path>', 'JSON semantic-layer query file')
+    .option('--execute', 'Execute the compiled query against the connection', false)
+    .option('--max-rows <number>', 'Maximum rows to return when executing', parsePositiveIntegerOption)
+    .action(
+      async (
+        options: { connectionId: string; queryFile: string; execute: boolean; maxRows?: number },
+        command,
+      ) => {
+        await runAgent(context, {
+          command: 'sl-query',
+          projectDir: resolveCommandProjectDir(command),
+          json: true,
+          connectionId: options.connectionId,
+          queryFile: options.queryFile,
+          execute: options.execute,
+          ...(options.maxRows !== undefined ? { maxRows: options.maxRows } : {}),
+        });
+      },
+    );
+
+  const wiki = agent.command('wiki').description('KLO wiki agent commands');
+  wiki
+    .command('search')
+    .description('Search KLO wiki pages')
+    .argument('<query>')
+    .addOption(jsonOption())
+    .option('--limit <number>', 'Maximum search results', parsePositiveIntegerOption, 10)
+    .action(async (query: string, options: { limit: number }, command) => {
+      await runAgent(context, {
+        command: 'wiki-search',
+        projectDir: resolveCommandProjectDir(command),
+        json: true,
+        query,
+        limit: options.limit,
+      });
+    });
+  wiki
+    .command('read')
+    .description('Read one KLO wiki page')
+    .argument('<pageId>')
+    .addOption(jsonOption())
+    .action(async (pageId: string, _options, command) => {
+      await runAgent(context, { command: 'wiki-read', projectDir: resolveCommandProjectDir(command), json: true, pageId });
+    });
+
+  const sql = agent.command('sql').description('Safe SQL execution commands');
+  sql
+    .command('execute')
+    .description('Execute read-only SQL with a row limit')
+    .addOption(jsonOption())
+    .requiredOption('--connection-id <id>', 'Connection id for execution')
+    .requiredOption('--sql-file <path>', 'SQL file to execute')
+    .requiredOption('--max-rows <number>', 'Maximum rows to return', parsePositiveIntegerOption)
+    .action(async (options: { connectionId: string; sqlFile: string; maxRows: number }, command) => {
+      await runAgent(context, {
+        command: 'sql-execute',
+        projectDir: resolveCommandProjectDir(command),
+        json: true,
+        connectionId: options.connectionId,
+        sqlFile: options.sqlFile,
+        maxRows: options.maxRows,
+      });
+    });
+}

packages/cli/src/commands/completion-commands.ts

@@ -0,0 +1,47 @@
+import type { CommandUnknownOpts } from '@commander-js/extra-typings';
+import type { KloCliCommandContext } from '../cli-program.js';
+import { completeCommanderInput, installZshCompletion, zshCompletionScript } from '../completion.js';
+
+export function registerCompletionCommands(
+  program: CommandUnknownOpts,
+  context: KloCliCommandContext,
+  completionRoot: CommandUnknownOpts = program,
+): void {
+  program
+    .command('completion')
+    .description('Generate shell completion scripts')
+    .command('zsh')
+    .description('Generate zsh completion script')
+    .option('--install', 'Install zsh completion into ~/.zfunc and update ~/.zshrc', false)
+    .action(async (options: { install?: boolean }) => {
+      if (options.install === true) {
+        const result = await installZshCompletion();
+        context.io.stdout.write(`Installed zsh completion: ${result.completionPath}\n`);
+        context.io.stdout.write(`Updated zsh config: ${result.zshrcPath}\n`);
+        context.io.stdout.write('Restart your shell or run: source ~/.zshrc\n');
+        context.setExitCode(0);
+        return;
+      }
+      context.io.stdout.write(zshCompletionScript());
+      context.setExitCode(0);
+    });
+
+  program
+    .command('__complete', { hidden: true })
+    .description('Internal shell completion endpoint')
+    .requiredOption('--shell <shell>', 'Shell requesting completions')
+    .requiredOption('--position <position>', 'Current shell word position', (value) => Number(value))
+    .argument('[words...]', 'Current shell words')
+    .allowUnknownOption()
+    .allowExcessArguments()
+    .action((words: string[], options: { shell: string; position: number }) => {
+      if (options.shell !== 'zsh') {
+        context.setExitCode(1);
+        return;
+      }
+      for (const completion of completeCommanderInput(completionRoot, { position: options.position, words })) {
+        context.io.stdout.write(`${completion}\n`);
+      }
+      context.setExitCode(0);
+    });
+}

packages/cli/src/commands/connection-commands.ts

@@ -0,0 +1,346 @@
+import { type Command, InvalidArgumentError, Option } from '@commander-js/extra-typings';
+import {
+  collectOption,
+  type KloCliCommandContext,
+  parseBooleanStringOption,
+  parseNonEmptyAssignmentOption,
+  parseNonNegativeIntegerOption,
+  parsePositiveIntegerOption,
+  parseSafeConnectionIdOption,
+  resolveCommandProjectDir,
+} from '../cli-program.js';
+import { connectionAddCommandSchema } from '../command-schemas.js';
+import type { KloConnectionArgs } from '../connection.js';
+import { profileMark } from '../startup-profile.js';
+import type { KloConnectionMappingArgs } from './connection-mapping.js';
+import { registerConnectionMetabaseCommands } from './connection-metabase-commands.js';
+import { registerConnectionNotionCommands } from './connection-notion-commands.js';
+
+profileMark('module:commands/connection-commands');
+
+const CRAWL_MODE_CHOICES = ['all_accessible', 'selected_roots'] as const;
+const SYNC_MODE_CHOICES = ['ALL', 'ONLY', 'EXCEPT'] as const;
+
+function parseCsvIds(value: string): number[] {
+  return value
+    .split(',')
+    .filter(Boolean)
+    .map((item) => parsePositiveIntegerOption(item));
+}
+
+function parseCsvStrings(value: string): string[] {
+  return value
+    .split(',')
+    .map((item) => item.trim())
+    .filter(Boolean);
+}
+
+function parseMappingFieldOption(value: string): 'databaseMappings' | 'connectionMappings' {
+  if (value === 'databaseMappings' || value === 'connectionMappings') {
+    return value;
+  }
+  throw new InvalidArgumentError('must be databaseMappings or connectionMappings');
+}
+
+async function runConnectionArgs(context: KloCliCommandContext, args: KloConnectionArgs): Promise<void> {
+  const runner = context.deps.connection ?? (await import('../connection.js')).runKloConnection;
+  context.setExitCode(await runner(args, context.io));
+}
+
+async function runMappingArgs(context: KloCliCommandContext, args: KloConnectionMappingArgs): Promise<void> {
+  const { runKloConnectionMapping } = await import('./connection-mapping.js');
+  context.setExitCode(await runKloConnectionMapping(args, context.io));
+}
+
+export function registerConnectionCommands(program: Command, context: KloCliCommandContext, commandName = 'connection'): void {
+  const connection = program
+    .command(commandName)
+    .description('Add, list, test, and map data sources')
+    .showHelpAfterError()
+    .addHelpText(
+      'after',
+      '\nProject directory defaults to KLO_PROJECT_DIR when set, otherwise the nearest klo.yaml or current working directory.\n',
+    );
+  connection.hook('preAction', (_thisCommand, actionCommand) => {
+    context.writeDebug?.(commandName, actionCommand);
+  });
+
+  connection
+    .command('list')
+    .description('List configured connections')
+    .action(async (_options: unknown, command) => {
+      await runConnectionArgs(context, { command: 'list', projectDir: resolveCommandProjectDir(command) });
+    });
+
+  connection
+    .command('test')
+    .description('Test a configured connection')
+    .argument('<connectionId>', 'KLO connection id')
+    .action(async (connectionId: string, _options: unknown, command) => {
+      await runConnectionArgs(context, {
+        command: 'test',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+      });
+    });
+
+  connection
+    .command('add')
+    .description('Add or replace a configured connection')
+    .argument('<driver>', 'Connection driver')
+    .argument('<connectionId>', 'KLO connection id')
+    .option('--url <url>', 'Connection URL, env:NAME, or file:/path reference')
+    .option('--schema <schema>', 'Schema to include; repeatable', collectOption, [])
+    .option('--readonly', 'Mark the connection as read-only', false)
+    .option('--force', 'Replace an existing connection', false)
+    .option('--allow-literal-credentials', 'Allow writing a literal credential URL to klo.yaml', false)
+    .addOption(new Option('--token-env <name>', 'Environment variable containing Notion auth token').conflicts('tokenFile'))
+    .addOption(new Option('--token-file <path>', 'File containing Notion auth token').conflicts('tokenEnv'))
+    .addOption(
+      new Option('--crawl-mode <mode>', 'Notion crawl mode: all_accessible or selected_roots')
+        .choices(CRAWL_MODE_CHOICES)
+        .default('selected_roots'),
+    )
+    .option('--root-page-id <id>', 'Root page to crawl; repeatable', collectOption, [])
+    .option('--root-database-id <id>', 'Root database to crawl; repeatable', collectOption, [])
+    .option('--root-data-source-id <id>', 'Root data source to crawl; repeatable', collectOption, [])
+    .option('--max-pages <n>', 'Maximum pages per run', parsePositiveIntegerOption)
+    .option('--max-knowledge-creates <n>', 'Maximum knowledge creates per run', parseNonNegativeIntegerOption)
+    .option('--max-knowledge-updates <n>', 'Maximum knowledge updates per run', parseNonNegativeIntegerOption)
+    .action(async (driver: string, connectionId: string, options, command) => {
+      const notion =
+        driver === 'notion'
+          ? {
+              authTokenRef: options.tokenEnv
+                ? `env:${options.tokenEnv}`
+                : options.tokenFile
+                  ? `file:${options.tokenFile}`
+                  : '',
+              crawlMode: options.crawlMode,
+              rootPageIds: options.rootPageId,
+              rootDatabaseIds: options.rootDatabaseId,
+              rootDataSourceIds: options.rootDataSourceId,
+              maxPagesPerRun: options.maxPages,
+              maxKnowledgeCreatesPerRun: options.maxKnowledgeCreates,
+              maxKnowledgeUpdatesPerRun: options.maxKnowledgeUpdates,
+            }
+          : undefined;
+
+      if (driver === 'notion' && !notion?.authTokenRef) {
+        throw new Error('connection add notion requires --token-env NAME or --token-file PATH');
+      }
+      if (
+        driver === 'notion' &&
+        notion?.crawlMode === 'selected_roots' &&
+        notion.rootPageIds.length + notion.rootDatabaseIds.length + notion.rootDataSourceIds.length === 0
+      ) {
+        throw new Error('connection add notion selected_roots requires at least one root id');
+      }
+
+      const args = connectionAddCommandSchema.parse({
+        command: 'add',
+        projectDir: resolveCommandProjectDir(command),
+        driver,
+        connectionId,
+        url: options.url,
+        schemas: options.schema.filter(Boolean),
+        readonly: options.readonly === true,
+        force: options.force === true,
+        allowLiteralCredentials: options.allowLiteralCredentials === true,
+        notion,
+      });
+
+      await runConnectionArgs(context, args);
+    });
+
+  connection
+    .command('remove')
+    .description('Remove a configured connection from klo.yaml')
+    .argument('<connectionId>', 'KLO connection id')
+    .option('--force', 'Remove without prompting', false)
+    .option('--no-input', 'Disable interactive terminal input')
+    .action(async (connectionId: string, options: { force?: boolean; input?: boolean }, command) => {
+      await runConnectionArgs(context, {
+        command: 'remove',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+        force: options.force === true,
+        ...(options.input === false ? { inputMode: 'disabled' } : {}),
+      });
+    });
+
+  connection
+    .command('map')
+    .description('Refresh and validate BI-to-warehouse mappings')
+    .argument('<sourceConnectionId>', 'Source BI connection id')
+    .option('--json', 'Print JSON output', false)
+    .action(async (sourceConnectionId: string, options: { json?: boolean }, command) => {
+      await runConnectionArgs(context, {
+        command: 'map',
+        projectDir: resolveCommandProjectDir(command),
+        sourceConnectionId,
+        json: options.json === true,
+      });
+    });
+
+  registerConnectionMappingCommands(connection, context);
+  registerConnectionMetabaseCommands(connection, context);
+  registerConnectionNotionCommands(connection, context);
+}
+
+export function registerConnectionMappingCommands(connection: Command, context: KloCliCommandContext): void {
+  const mapping = connection
+    .command('mapping')
+    .description('Manage Metabase warehouse mappings')
+    .showHelpAfterError()
+    .addHelpText(
+      'after',
+      '\nProject directory defaults to KLO_PROJECT_DIR when set, otherwise the current working directory.\n',
+    );
+
+  mapping
+    .command('list')
+    .description('List Metabase database mappings')
+    .argument('<connectionId>', 'Metabase connection id')
+    .option('--json', 'Print JSON output where supported', false)
+    .action(async (connectionId: string, options: { json?: boolean }, command) => {
+      await runMappingArgs(context, {
+        command: 'list',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+        json: options.json === true,
+      });
+    });
+
+  mapping
+    .command('set')
+    .description('Set a Metabase or Looker warehouse mapping')
+    .argument('<connectionId>', 'Source connection id', parseSafeConnectionIdOption)
+    .argument('<field>', 'Mapping field', parseMappingFieldOption)
+    .argument('<assignment>', 'Mapping assignment such as 1=prod-warehouse', parseNonEmptyAssignmentOption)
+    .action(
+      async (
+        connectionId: string,
+        field: 'databaseMappings' | 'connectionMappings',
+        assignment: { key: string; value: string },
+        _options: unknown,
+        command,
+      ) => {
+        await runMappingArgs(context, {
+          command: 'set',
+          projectDir: resolveCommandProjectDir(command),
+          connectionId,
+          field,
+          key: assignment.key,
+          value: assignment.value,
+        });
+      },
+    );
+
+  mapping
+    .command('apply-bulk')
+    .description('Apply mappings from JSON')
+    .argument('<connectionId>', 'Metabase connection id')
+    .requiredOption('--file <path>', 'JSON mapping file')
+    .action(async (connectionId: string, options: { file: string }, command) => {
+      await runMappingArgs(context, {
+        command: 'apply-bulk',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+        filePath: options.file,
+      });
+    });
+
+  mapping
+    .command('set-sync-enabled')
+    .description('Enable or disable sync for one Metabase database')
+    .argument('<connectionId>', 'Metabase connection id')
+    .argument('<metabaseDatabaseId>', 'Metabase database id', parsePositiveIntegerOption)
+    .requiredOption('--enabled <value>', 'true or false', parseBooleanStringOption)
+    .action(
+      async (connectionId: string, metabaseDatabaseId: number, options: { enabled: boolean }, command) => {
+        await runMappingArgs(context, {
+          command: 'set-sync-enabled',
+          projectDir: resolveCommandProjectDir(command),
+          connectionId,
+          metabaseDatabaseId,
+          enabled: options.enabled,
+        });
+      },
+    );
+
+  const syncState = mapping.command('sync-state').description('Manage Metabase sync-state selection');
+  syncState
+    .command('get')
+    .description('Read sync-state selection')
+    .argument('<connectionId>', 'Metabase connection id')
+    .option('--json', 'Print JSON output where supported', false)
+    .action(async (connectionId: string, options: { json?: boolean }, command) => {
+      await runMappingArgs(context, {
+        command: 'sync-state-get',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+        json: options.json === true,
+      });
+    });
+
+  syncState
+    .command('set')
+    .description('Write sync-state selection')
+    .argument('<connectionId>', 'Metabase connection id')
+    .addOption(new Option('--mode <mode>', 'ALL, ONLY, or EXCEPT').choices(SYNC_MODE_CHOICES).makeOptionMandatory())
+    .option('--collections <ids>', 'Comma-separated collection ids', parseCsvIds, [])
+    .option('--items <ids>', 'Comma-separated item ids', parseCsvIds, [])
+    .option('--tag-names <names>', 'Comma-separated tag names', parseCsvStrings, [])
+    .action(async (connectionId: string, options, command) => {
+      await runMappingArgs(context, {
+        command: 'sync-state-set',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+        syncMode: options.mode,
+        collectionIds: options.collections,
+        itemIds: options.items,
+        tagNames: options.tagNames,
+      });
+    });
+
+  mapping
+    .command('refresh')
+    .description('Refresh Metabase database mappings')
+    .argument('<connectionId>', 'Metabase connection id')
+    .option('--auto-accept', 'Accept refresh changes without prompting', false)
+    .action(async (connectionId: string, options: { autoAccept?: boolean }, command) => {
+      await runMappingArgs(context, {
+        command: 'refresh',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+        autoAccept: options.autoAccept === true,
+      });
+    });
+
+  mapping
+    .command('validate')
+    .description('Validate Metabase database mappings')
+    .argument('<connectionId>', 'Metabase connection id')
+    .action(async (connectionId: string, _options: unknown, command) => {
+      await runMappingArgs(context, {
+        command: 'validate',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+      });
+    });
+
+  mapping
+    .command('clear')
+    .description('Clear Metabase database mappings')
+    .argument('<connectionId>', 'Metabase connection id')
+    .argument('[metabaseDatabaseId]', 'Metabase database id', parsePositiveIntegerOption)
+    .action(async (connectionId: string, metabaseDatabaseId: number | undefined, _options: unknown, command) => {
+      await runMappingArgs(context, {
+        command: 'clear',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId,
+        ...(metabaseDatabaseId ? { metabaseDatabaseId } : {}),
+      });
+    });
+}

packages/cli/src/commands/connection-mapping.test.ts

@@ -0,0 +1,329 @@
+import { mkdtemp, rm } from 'node:fs/promises';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { LocalMetabaseSourceStateReader } from '@klo/context/ingest';
+import { initKloProject, loadKloProject, serializeKloProjectConfig } from '@klo/context/project';
+import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
+import { runKloConnectionMapping } from './connection-mapping.js';
+
+function makeIo() {
+  let stdout = '';
+  let stderr = '';
+  return {
+    io: {
+      stdout: {
+        write: (chunk: string) => {
+          stdout += chunk;
+        },
+      },
+      stderr: {
+        write: (chunk: string) => {
+          stderr += chunk;
+        },
+      },
+    },
+    stdout: () => stdout,
+    stderr: () => stderr,
+  };
+}
+
+describe('runKloConnectionMapping', () => {
+  let tempDir: string;
+  let projectDir: string;
+
+  beforeEach(async () => {
+    tempDir = await mkdtemp(join(tmpdir(), 'klo-cli-metabase-mapping-'));
+    projectDir = join(tempDir, 'project');
+    await initKloProject({ projectDir, projectName: 'mapping' });
+    const project = await loadKloProject({ projectDir });
+    await project.fileStore.writeFile(
+      'klo.yaml',
+      serializeKloProjectConfig({
+        ...project.config,
+        connections: {
+          'prod-metabase': {
+            driver: 'metabase',
+            api_url: 'https://metabase.example.com',
+            api_key_ref: 'env:METABASE_API_KEY', // pragma: allowlist secret
+          },
+          'prod-warehouse': {
+            driver: 'postgres',
+            url: 'env:WAREHOUSE_URL',
+            readonly: true,
+          },
+        },
+      }),
+      'klo',
+      'klo@example.com',
+      'Seed Metabase mapping test connections',
+    );
+  });
+
+  async function replaceConnections(connections: Record<string, { driver: string; [key: string]: unknown }>) {
+    const project = await loadKloProject({ projectDir });
+    await project.fileStore.writeFile(
+      'klo.yaml',
+      serializeKloProjectConfig({
+        ...project.config,
+        connections,
+      }),
+      'klo',
+      'klo@example.com',
+      'Replace mapping test connections',
+    );
+  }
+
+  afterEach(async () => {
+    await rm(tempDir, { recursive: true, force: true });
+  });
+
+  it('sets, lists, disables, and clears local Metabase mappings', async () => {
+    const io = makeIo();
+    await expect(
+      runKloConnectionMapping(
+        {
+          command: 'set',
+          projectDir,
+          connectionId: 'prod-metabase',
+          field: 'databaseMappings',
+          key: '1',
+          value: 'prod-warehouse',
+        },
+        io.io,
+      ),
+    ).resolves.toBe(0);
+
+    const listIo = makeIo();
+    await expect(
+      runKloConnectionMapping({ command: 'list', projectDir, connectionId: 'prod-metabase', json: false }, listIo.io),
+    ).resolves.toBe(0);
+    expect(listIo.stdout()).toContain('1 -> prod-warehouse');
+    expect(listIo.stdout()).toContain('unhydrated');
+
+    await expect(
+      runKloConnectionMapping(
+        {
+          command: 'set-sync-enabled',
+          projectDir,
+          connectionId: 'prod-metabase',
+          metabaseDatabaseId: 1,
+          enabled: false,
+        },
+        makeIo().io,
+      ),
+    ).resolves.toBe(0);
+
+    await expect(
+      runKloConnectionMapping(
+        {
+          command: 'clear',
+          projectDir,
+          connectionId: 'prod-metabase',
+          metabaseDatabaseId: 1,
+        },
+        makeIo().io,
+      ),
+    ).resolves.toBe(0);
+  });
+
+  it('lists Metabase yaml mapping bootstrap rows before any SQLite command writes', async () => {
+    const projectDir = await mkdtemp(join(tmpdir(), 'klo-cli-yaml-mapping-'));
+    await initKloProject({ projectDir, projectName: 'yaml-mapping' });
+    const project = await loadKloProject({ projectDir });
+    await project.fileStore.writeFile(
+      'klo.yaml',
+      serializeKloProjectConfig({
+        ...project.config,
+        connections: {
+          'prod-metabase': {
+            driver: 'metabase',
+            mappings: {
+              databaseMappings: { '1': 'prod-warehouse' },
+              syncEnabled: { '1': true },
+            },
+          },
+          'prod-warehouse': { driver: 'postgres', url: 'postgresql://readonly@db.test/analytics' },
+        },
+      }),
+      'klo',
+      'klo@example.com',
+      'Seed yaml mappings',
+    );
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionMapping(
+        { command: 'list', projectDir, connectionId: 'prod-metabase', json: false },
+        io.io,
+      ),
+    ).resolves.toBe(0);
+
+    expect(io.stdout()).toContain('1 -> prod-warehouse');
+    expect(io.stdout()).toContain('source: klo.yaml');
+  });
+
+  it('refreshes Metabase discovery metadata through the injected runtime client', async () => {
+    const client = {
+      getDatabases: vi.fn().mockResolvedValue([
+        {
+          id: 1,
+          name: 'Analytics',
+          engine: 'postgres',
+          details: { host: 'pg.internal', dbname: 'analytics' },
+          is_sample: false,
+        },
+      ]),
+      cleanup: vi.fn(),
+    };
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionMapping(
+        {
+          command: 'refresh',
+          projectDir,
+          connectionId: 'prod-metabase',
+          autoAccept: true,
+        },
+        io.io,
+        {
+          createMetabaseClient: async () => client as never,
+        },
+      ),
+    ).resolves.toBe(0);
+
+    expect(io.stdout()).toContain('Discovery: 1 database');
+    expect(client.cleanup).toHaveBeenCalledTimes(1);
+    const store = new LocalMetabaseSourceStateReader({ dbPath: join(projectDir, '.klo', 'db.sqlite') });
+    await expect(store.listDatabaseMappings('prod-metabase')).resolves.toMatchObject([
+      { metabaseDatabaseId: 1, metabaseDatabaseName: 'Analytics', source: 'refresh' },
+    ]);
+  });
+
+  it('sets and lists Looker connection mappings', async () => {
+    await replaceConnections({
+      'prod-looker': {
+        driver: 'looker',
+        base_url: 'https://looker.example.test',
+        client_id: 'id',
+      },
+      'prod-warehouse': {
+        driver: 'postgres',
+        url: 'postgresql://readonly@db.example.test/analytics',
+      },
+    });
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionMapping(
+        {
+          command: 'set',
+          projectDir,
+          connectionId: 'prod-looker',
+          field: 'connectionMappings',
+          key: 'analytics',
+          value: 'prod-warehouse',
+        },
+        io.io,
+      ),
+    ).resolves.toBe(0);
+    await expect(
+      runKloConnectionMapping({ command: 'list', projectDir, connectionId: 'prod-looker', json: false }, io.io),
+    ).resolves.toBe(0);
+
+    expect(io.stdout()).toContain('analytics -> prod-warehouse');
+  });
+
+  it('keeps driver-specific mapping field validation in the runner', async () => {
+    await replaceConnections({
+      'prod-looker': { driver: 'looker', base_url: 'https://looker.example.com' },
+      warehouse: { driver: 'postgres', url: 'env:WAREHOUSE_URL' },
+    });
+
+    const io = makeIo();
+    await expect(
+      runKloConnectionMapping(
+        {
+          command: 'set',
+          projectDir,
+          connectionId: 'prod-looker',
+          field: 'databaseMappings',
+          key: '1',
+          value: 'warehouse',
+        },
+        io.io,
+      ),
+    ).resolves.toBe(1);
+
+    expect(io.stderr()).toContain('Looker mapping set requires connectionMappings');
+  });
+
+  it('refreshes Looker mapping metadata and reports drift', async () => {
+    await replaceConnections({
+      'prod-looker': {
+        driver: 'looker',
+        base_url: 'https://looker.example.test',
+        client_id: 'id',
+      },
+      'prod-warehouse': {
+        driver: 'postgres',
+        url: 'postgresql://readonly@db.example.test/analytics',
+      },
+    });
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionMapping(
+        { command: 'refresh', projectDir, connectionId: 'prod-looker', autoAccept: true },
+        io.io,
+        {
+          createLookerClient: async () => ({
+            listLookerConnections: async () => [
+              {
+                name: 'analytics',
+                host: 'db.example.test',
+                database: 'analytics',
+                schema: null,
+                dialect: 'postgres',
+              },
+            ],
+            cleanup: async () => {},
+          }),
+        },
+      ),
+    ).resolves.toBe(0);
+
+    expect(io.stdout()).toContain('Discovery: 1 connection');
+    expect(io.stdout()).toContain('Unmapped discovered: 1');
+  });
+
+  it('validates Looker mappings through the canonical local warehouse descriptor', async () => {
+    const projectDir = await mkdtemp(join(tmpdir(), 'klo-cli-descriptor-validation-'));
+    await initKloProject({ projectDir, projectName: 'descriptor-validation' });
+    const project = await loadKloProject({ projectDir });
+    await project.fileStore.writeFile(
+      'klo.yaml',
+      serializeKloProjectConfig({
+        ...project.config,
+        connections: {
+          'prod-looker': {
+            driver: 'looker',
+            mappings: { connectionMappings: { analytics: 'prod-warehouse' } },
+          },
+          'prod-warehouse': { driver: 'postgresql', url: 'postgresql://readonly@db.test/analytics' },
+        },
+      }),
+      'klo',
+      'klo@example.com',
+      'Seed descriptor validation',
+    );
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionMapping({ command: 'validate', projectDir, connectionId: 'prod-looker' }, io.io),
+    ).resolves.toBe(0);
+
+    expect(io.stdout()).toContain('Mapping validation passed: prod-looker');
+    expect(io.stderr()).toBe('');
+  });
+});

packages/cli/src/commands/connection-mapping.ts

@@ -0,0 +1,426 @@
+import { readFile } from 'node:fs/promises';
+import { localConnectionToWarehouseDescriptor } from '@klo/context/connections';
+import {
+  DEFAULT_METABASE_CLIENT_CONFIG,
+  DefaultLookerConnectionClientFactory,
+  DefaultMetabaseConnectionClientFactory,
+  LocalLookerRuntimeStore,
+  LocalMetabaseSourceStateReader,
+  computeLookerMappingDrift,
+  computeMetabaseMappingDrift,
+  discoverLookerConnections,
+  discoverMetabaseDatabases,
+  lookerCredentialsFromLocalConnection,
+  metabaseRuntimeConfigFromLocalConnection,
+  seedLocalMappingStateFromKloYaml,
+  validateLookerMappings,
+  validateMappingPhysicalMatch,
+  type LookerMappingClient,
+  type MetabaseRuntimeClient,
+  type MetabaseSyncMode,
+} from '@klo/context/ingest';
+import { type KloLocalProject, kloLocalStateDbPath, loadKloProject } from '@klo/context/project';
+import type { KloCliIo } from '../index.js';
+import { profileMark } from '../startup-profile.js';
+
+profileMark('module:commands/connection-mapping');
+
+export type KloConnectionMappingArgs =
+  | { command: 'list'; projectDir: string; connectionId: string; json: boolean }
+  | {
+      command: 'set';
+      projectDir: string;
+      connectionId: string;
+      field: 'databaseMappings' | 'connectionMappings';
+      key: string;
+      value: string;
+    }
+  | { command: 'apply-bulk'; projectDir: string; connectionId: string; filePath: string }
+  | {
+      command: 'set-sync-enabled';
+      projectDir: string;
+      connectionId: string;
+      metabaseDatabaseId: number;
+      enabled: boolean;
+    }
+  | { command: 'sync-state-get'; projectDir: string; connectionId: string; json: boolean }
+  | {
+      command: 'sync-state-set';
+      projectDir: string;
+      connectionId: string;
+      syncMode: MetabaseSyncMode;
+      collectionIds: number[];
+      itemIds: number[];
+      tagNames: string[];
+    }
+  | { command: 'refresh'; projectDir: string; connectionId: string; autoAccept: boolean }
+  | { command: 'validate'; projectDir: string; connectionId: string }
+  | { command: 'clear'; projectDir: string; connectionId: string; metabaseDatabaseId?: number; mappingKey?: string };
+
+interface KloConnectionMappingDeps {
+  createMetabaseClient?: (
+    project: KloLocalProject,
+    connectionId: string,
+  ) => Promise<Pick<MetabaseRuntimeClient, 'getDatabases' | 'cleanup'>>;
+  createLookerClient?: (
+    project: KloLocalProject,
+    connectionId: string,
+  ) => Promise<Pick<LookerMappingClient, 'listLookerConnections'> & { cleanup?(): Promise<void> }>;
+}
+
+interface MetabaseBulkMappingPayload {
+  databaseMappings?: Record<string, string | null>;
+  syncEnabled?: Record<string, boolean>;
+  syncMode?: MetabaseSyncMode;
+  selections?: { collections?: number[]; items?: number[] };
+  defaultTagNames?: string[];
+}
+
+function parseId(value: string, label: string): number {
+  const parsed = Number(value);
+  if (!Number.isInteger(parsed) || parsed < 1) {
+    throw new Error(`${label} must be a positive integer`);
+  }
+  return parsed;
+}
+
+async function createDefaultMetabaseClient(
+  project: KloLocalProject,
+  connectionId: string,
+): Promise<Pick<MetabaseRuntimeClient, 'getDatabases' | 'cleanup'>> {
+  const factory = new DefaultMetabaseConnectionClientFactory(
+    (metabaseConnectionId) =>
+      metabaseRuntimeConfigFromLocalConnection(metabaseConnectionId, project.config.connections[metabaseConnectionId]),
+    DEFAULT_METABASE_CLIENT_CONFIG,
+  );
+  return factory.createClient(connectionId);
+}
+
+async function createDefaultLookerClient(
+  project: KloLocalProject,
+  connectionId: string,
+): Promise<Pick<LookerMappingClient, 'listLookerConnections'> & { cleanup?(): Promise<void> }> {
+  const factory = new DefaultLookerConnectionClientFactory({
+    async resolve(lookerConnectionId) {
+      return lookerCredentialsFromLocalConnection(lookerConnectionId, project.config.connections[lookerConnectionId]);
+    },
+  });
+  return factory.createClient(connectionId) as unknown as Pick<LookerMappingClient, 'listLookerConnections'> & {
+    cleanup?(): Promise<void>;
+  };
+}
+
+function isLookerConnection(project: KloLocalProject, connectionId: string): boolean {
+  return String(project.config.connections[connectionId]?.driver ?? '').toLowerCase() === 'looker';
+}
+
+function assertLookerConnection(project: KloLocalProject, connectionId: string): void {
+  if (!isLookerConnection(project, connectionId)) {
+    throw new Error(`Connection "${connectionId}" is not a Looker connection`);
+  }
+}
+
+function assertMetabaseConnection(project: KloLocalProject, connectionId: string): void {
+  const connection = project.config.connections[connectionId];
+  if (!connection || String(connection.driver).toLowerCase() !== 'metabase') {
+    throw new Error(`Connection "${connectionId}" is not a Metabase connection`);
+  }
+}
+
+function assertTargetConnection(project: KloLocalProject, connectionId: string): void {
+  if (!project.config.connections[connectionId]) {
+    throw new Error(`Target connection "${connectionId}" does not exist`);
+  }
+}
+
+function targetPhysicalInfo(project: KloLocalProject, connectionId: string) {
+  const descriptor = localConnectionToWarehouseDescriptor(connectionId, project.config.connections[connectionId]);
+  if (!descriptor) {
+    return { connection_type: 'UNKNOWN' };
+  }
+  return {
+    connection_type: descriptor.connection_type,
+    host: descriptor.host ?? null,
+    database: descriptor.database ?? null,
+    account: descriptor.account ?? null,
+    project_id: descriptor.project_id ?? null,
+    dataset_id: descriptor.dataset_id ?? null,
+    ...descriptor.connection_params,
+  };
+}
+
+function renderMapping(
+  row: Awaited<ReturnType<LocalMetabaseSourceStateReader['listDatabaseMappings']>>[number],
+): string {
+  const name = row.metabaseDatabaseName ?? 'unhydrated';
+  const target = row.targetConnectionId ?? '[unmapped]';
+  return `${row.metabaseDatabaseId} -> ${target} (${name}, sync: ${row.syncEnabled ? 'on' : 'off'}, source: ${
+    row.source
+  })`;
+}
+
+function renderLookerMapping(row: Awaited<ReturnType<LocalLookerRuntimeStore['listConnectionMappings']>>[number]): string {
+  const target = row.kloConnectionId ?? '[unmapped]';
+  const metadata = [row.lookerDialect, row.lookerHost, row.lookerDatabase].filter(Boolean).join(', ');
+  return `${row.lookerConnectionName} -> ${target}${metadata ? ` (${metadata}, source: ${row.source})` : ` (source: ${row.source})`}`;
+}
+
+export async function runKloConnectionMapping(
+  args: KloConnectionMappingArgs,
+  io: KloCliIo = process,
+  deps: KloConnectionMappingDeps = {},
+): Promise<number> {
+  try {
+    const project = await loadKloProject({ projectDir: args.projectDir });
+    await seedLocalMappingStateFromKloYaml(project, args.connectionId);
+    if (isLookerConnection(project, args.connectionId)) {
+      assertLookerConnection(project, args.connectionId);
+      const store = new LocalLookerRuntimeStore({ dbPath: kloLocalStateDbPath(project) });
+
+      if (args.command === 'list') {
+        const rows = await store.listConnectionMappings(args.connectionId);
+        io.stdout.write(args.json ? `${JSON.stringify(rows, null, 2)}\n` : `${rows.map(renderLookerMapping).join('\n')}\n`);
+        return 0;
+      }
+
+      if (args.command === 'set') {
+        if (args.field !== 'connectionMappings') {
+          throw new Error('Looker mapping set requires connectionMappings <lookerConnectionName>=<targetConnectionId>');
+        }
+        assertTargetConnection(project, args.value);
+        await store.upsertConnectionMapping({
+          lookerConnectionId: args.connectionId,
+          lookerConnectionName: args.key,
+          kloConnectionId: args.value,
+          source: 'cli',
+        });
+        io.stdout.write(`Set connectionMappings.${args.key} = ${args.value}\n`);
+        return 0;
+      }
+
+      if (args.command === 'refresh') {
+        const client = await (deps.createLookerClient ?? createDefaultLookerClient)(project, args.connectionId);
+        try {
+          const discovered = await discoverLookerConnections(client);
+          const drift = computeLookerMappingDrift({
+            storedMappings: await store.readMappings(args.connectionId),
+            discovered,
+          });
+          if (args.autoAccept) {
+            await store.refreshDiscoveredConnections({ lookerConnectionId: args.connectionId, discovered });
+          }
+          io.stdout.write(`Discovery: ${discovered.length} ${discovered.length === 1 ? 'connection' : 'connections'}\n`);
+          io.stdout.write(`Unmapped discovered: ${drift.unmappedDiscovered.length}\n`);
+          io.stdout.write(`Stale mappings: ${drift.staleMappings.length}\n`);
+          return 0;
+        } finally {
+          await client.cleanup?.();
+        }
+      }
+
+      if (args.command === 'validate') {
+        const knownKloConnectionIds = new Set(Object.keys(project.config.connections));
+        const knownConnectionTypes = new Map(
+          Object.entries(project.config.connections).map(([id, _config]) => [id, targetPhysicalInfo(project, id).connection_type]),
+        );
+        const validation = validateLookerMappings({
+          mappings: await store.readMappings(args.connectionId),
+          knownKloConnectionIds,
+          knownConnectionTypes,
+        });
+        if (!validation.ok) {
+          for (const error of validation.errors) {
+            io.stderr.write(`${error.key}: ${error.reason}\n`);
+          }
+          return 1;
+        }
+        io.stdout.write(`Mapping validation passed: ${args.connectionId}\n`);
+        return 0;
+      }
+
+      if (args.command === 'clear') {
+        await store.clearConnectionMappings({
+          lookerConnectionId: args.connectionId,
+          lookerConnectionName: args.mappingKey ?? (args.metabaseDatabaseId ? String(args.metabaseDatabaseId) : undefined),
+        });
+        io.stdout.write(
+          args.mappingKey
+            ? `Cleared connectionMappings.${args.mappingKey}\n`
+            : `Cleared mappings for ${args.connectionId}\n`,
+        );
+        return 0;
+      }
+
+      throw new Error(`Looker connection mapping does not support ${args.command}`);
+    }
+
+    assertMetabaseConnection(project, args.connectionId);
+    const store = new LocalMetabaseSourceStateReader({ dbPath: kloLocalStateDbPath(project) });
+
+    if (args.command === 'list') {
+      const rows = await store.listDatabaseMappings(args.connectionId);
+      io.stdout.write(args.json ? `${JSON.stringify(rows, null, 2)}\n` : `${rows.map(renderMapping).join('\n')}\n`);
+      return 0;
+    }
+
+    if (args.command === 'set') {
+      assertTargetConnection(project, args.value);
+      await store.upsertDatabaseMapping({
+        connectionId: args.connectionId,
+        metabaseDatabaseId: parseId(args.key, 'metabaseDatabaseId'),
+        targetConnectionId: args.value,
+        syncEnabled: true,
+        source: 'cli',
+      });
+      io.stdout.write(`Set databaseMappings.${args.key} = ${args.value}\n`);
+      return 0;
+    }
+
+    if (args.command === 'apply-bulk') {
+      const payload = JSON.parse(await readFile(args.filePath, 'utf8')) as MetabaseBulkMappingPayload;
+      const existingState = await store.getSourceState(args.connectionId);
+      const existingRows = await store.listDatabaseMappings(args.connectionId);
+      const existingById = new Map(existingRows.map((row) => [row.metabaseDatabaseId, row]));
+      const databaseMappings = payload.databaseMappings ?? {};
+      for (const targetConnectionId of Object.values(databaseMappings)) {
+        if (targetConnectionId) {
+          assertTargetConnection(project, targetConnectionId);
+        }
+      }
+      const mappingIds = new Set([
+        ...existingRows.map((row) => row.metabaseDatabaseId),
+        ...Object.keys(databaseMappings).map((id) => parseId(id, 'metabaseDatabaseId')),
+        ...Object.keys(payload.syncEnabled ?? {}).map((id) => parseId(id, 'metabaseDatabaseId')),
+      ]);
+      await store.replaceSourceState({
+        connectionId: args.connectionId,
+        syncMode: payload.syncMode ?? existingState.syncMode,
+        defaultTagNames: payload.defaultTagNames ?? existingState.defaultTagNames,
+        selections:
+          payload.selections === undefined
+            ? existingState.selections
+            : [
+                ...(payload.selections.collections ?? []).map((id) => ({
+                  selectionType: 'collection' as const,
+                  metabaseObjectId: id,
+                })),
+                ...(payload.selections.items ?? []).map((id) => ({
+                  selectionType: 'item' as const,
+                  metabaseObjectId: id,
+                })),
+              ],
+        mappings: [...mappingIds]
+          .sort((a, b) => a - b)
+          .map((id) => {
+            const existing = existingById.get(id);
+            return {
+              metabaseDatabaseId: id,
+              metabaseDatabaseName: existing?.metabaseDatabaseName ?? null,
+              metabaseEngine: existing?.metabaseEngine ?? null,
+              metabaseHost: existing?.metabaseHost ?? null,
+              metabaseDbName: existing?.metabaseDbName ?? null,
+              targetConnectionId: databaseMappings[String(id)] ?? existing?.targetConnectionId ?? null,
+              syncEnabled: payload.syncEnabled?.[String(id)] ?? existing?.syncEnabled ?? false,
+              source: 'cli',
+            };
+          }),
+      });
+      io.stdout.write(`Applied bulk mappings for ${args.connectionId}\n`);
+      return 0;
+    }
+
+    if (args.command === 'set-sync-enabled') {
+      await store.setMappingSyncEnabled({
+        connectionId: args.connectionId,
+        metabaseDatabaseId: args.metabaseDatabaseId,
+        syncEnabled: args.enabled,
+      });
+      io.stdout.write(`Set syncEnabled.${args.metabaseDatabaseId} = ${args.enabled}\n`);
+      return 0;
+    }
+
+    if (args.command === 'sync-state-get') {
+      const state = await store.getSourceState(args.connectionId);
+      const payload = {
+        syncMode: state.syncMode,
+        selections: state.selections,
+        defaultTagNames: state.defaultTagNames,
+      };
+      io.stdout.write(args.json ? `${JSON.stringify(payload, null, 2)}\n` : `${payload.syncMode}\n`);
+      return 0;
+    }
+
+    if (args.command === 'sync-state-set') {
+      await store.setSyncState({
+        connectionId: args.connectionId,
+        syncMode: args.syncMode,
+        defaultTagNames: args.tagNames,
+        selections: [
+          ...args.collectionIds.map((id) => ({ selectionType: 'collection' as const, metabaseObjectId: id })),
+          ...args.itemIds.map((id) => ({ selectionType: 'item' as const, metabaseObjectId: id })),
+        ],
+      });
+      io.stdout.write(`Set sync state for ${args.connectionId}\n`);
+      return 0;
+    }
+
+    if (args.command === 'refresh') {
+      const client = await (deps.createMetabaseClient ?? createDefaultMetabaseClient)(project, args.connectionId);
+      try {
+        const discovered = await discoverMetabaseDatabases(client);
+        const existing = Object.fromEntries(
+          (await store.listDatabaseMappings(args.connectionId)).map((row) => [
+            String(row.metabaseDatabaseId),
+            row.targetConnectionId,
+          ]),
+        );
+        const drift = computeMetabaseMappingDrift({ currentMappings: existing, discovered });
+        if (args.autoAccept) {
+          await store.refreshDiscoveredDatabases({ connectionId: args.connectionId, discovered });
+        }
+        io.stdout.write(`Discovery: ${discovered.length} ${discovered.length === 1 ? 'database' : 'databases'}\n`);
+        io.stdout.write(`Unmapped discovered: ${drift.unmappedDiscovered.length}\n`);
+        io.stdout.write(`Stale mappings: ${drift.staleMappings.length}\n`);
+        return 0;
+      } finally {
+        await client.cleanup();
+      }
+    }
+
+    if (args.command === 'validate') {
+      const rows = await store.listDatabaseMappings(args.connectionId);
+      const failures = rows.flatMap((row) => {
+        if (!row.targetConnectionId) {
+          return [];
+        }
+        const reason = validateMappingPhysicalMatch(
+          { metabaseEngine: row.metabaseEngine, metabaseDbName: row.metabaseDbName, metabaseHost: row.metabaseHost },
+          project.config.connections[row.targetConnectionId]
+            ? targetPhysicalInfo(project, row.targetConnectionId)
+            : { connection_type: 'UNKNOWN' },
+        );
+        return reason ? [`${row.metabaseDatabaseId}: ${reason}`] : [];
+      });
+      if (failures.length > 0) {
+        for (const failure of failures) {
+          io.stderr.write(`${failure}\n`);
+        }
+        return 1;
+      }
+      io.stdout.write(`Mapping validation passed: ${args.connectionId}\n`);
+      return 0;
+    }
+
+    const metabaseDatabaseId = args.metabaseDatabaseId ?? (args.mappingKey ? parseId(args.mappingKey, 'metabaseDatabaseId') : undefined);
+    await store.clearDatabaseMappings({ connectionId: args.connectionId, metabaseDatabaseId });
+    io.stdout.write(
+      metabaseDatabaseId
+        ? `Cleared databaseMappings.${metabaseDatabaseId}\n`
+        : `Cleared mappings for ${args.connectionId}\n`,
+    );
+    return 0;
+  } catch (error) {
+    io.stderr.write(`${error instanceof Error ? error.message : String(error)}\n`);
+    return 1;
+  }
+}

packages/cli/src/commands/connection-metabase-commands.ts

@@ -0,0 +1,132 @@
+import { type Command, Option } from '@commander-js/extra-typings';
+
+import {
+  type KloCliCommandContext,
+  parseNonEmptyAssignmentOption,
+  parsePositiveIntegerOption,
+  parseSafeConnectionIdOption,
+  resolveCommandProjectDir,
+} from '../cli-program.js';
+import {
+  type KloConnectionMetabaseSetupArgs,
+  type MetabaseSetupMappingAssignment,
+  type MetabaseSetupSyncMode,
+  runKloConnectionMetabaseSetup,
+} from './connection-metabase-setup.js';
+
+const SYNC_MODE_CHOICES = ['ALL', 'ONLY', 'EXCEPT'] as const satisfies readonly MetabaseSetupSyncMode[];
+
+interface ConnectionMetabaseSetupOptions {
+  id?: string;
+  url?: string;
+  apiKey?: string;
+  mintApiKey?: boolean;
+  username?: string;
+  password?: string;
+  map: MetabaseSetupMappingAssignment[];
+  sync: number[];
+  syncMode: MetabaseSetupSyncMode;
+  runIngest?: boolean;
+  yes?: boolean;
+  input?: boolean;
+}
+
+function collectPositiveIntegerOption(value: string, previous: number[] = []): number[] {
+  return [...previous, parsePositiveIntegerOption(value)];
+}
+
+function parseMappingAssignment(value: string): MetabaseSetupMappingAssignment {
+  const assignment = parseNonEmptyAssignmentOption(value);
+  return {
+    metabaseDatabaseId: parsePositiveIntegerOption(assignment.key),
+    targetConnectionId: parseSafeConnectionIdOption(assignment.value),
+  };
+}
+
+function collectMappingOption(
+  value: string,
+  previous: MetabaseSetupMappingAssignment[] = [],
+): MetabaseSetupMappingAssignment[] {
+  return [...previous, parseMappingAssignment(value)];
+}
+
+async function runMetabaseSetupArgs(
+  context: KloCliCommandContext,
+  args: KloConnectionMetabaseSetupArgs,
+): Promise<void> {
+  const runner = context.deps.connectionMetabaseSetup ?? runKloConnectionMetabaseSetup;
+  context.setExitCode(await runner(args, context.io));
+}
+
+export function registerConnectionMetabaseCommands(connection: Command, context: KloCliCommandContext): void {
+  const metabase = connection
+    .command('metabase')
+    .description('Configure Metabase connections')
+    .showHelpAfterError()
+    .addHelpText(
+      'after',
+      '\nProject directory defaults to KLO_PROJECT_DIR when set, otherwise the current working directory.\n',
+    );
+
+  metabase.action(() => {
+    metabase.outputHelp();
+    context.setExitCode(0);
+  });
+
+  metabase
+    .command('setup')
+    .description('Guided setup for a Metabase connection')
+    .option('--id <connectionId>', 'KLO connection id to write', parseSafeConnectionIdOption)
+    .option('--url <url>', 'Metabase API URL')
+    .addOption(new Option('--api-key <key>', 'Metabase API key').conflicts('mintApiKey'))
+    .option('--mint-api-key', 'Mint a Metabase API key with credentials', false)
+    .option('--username <email>', 'Metabase admin username for API-key minting')
+    .option('--password <password>', 'Metabase admin password for API-key minting')
+    .addHelpText(
+      'after',
+      '\nGuided equivalent of:\n' +
+        '  klo connection mapping refresh <connectionId> --auto-accept\n' +
+        '  klo connection mapping set <connectionId> databaseMappings <id>=<target>\n' +
+        '  klo connection mapping set-sync-enabled <connectionId> <id> --enabled true\n' +
+        '  klo ingest <connectionId>\n',
+    )
+    .option(
+      '--map <metabaseDatabaseId=targetConnectionId>',
+      'Assign a Metabase database id to a warehouse connection; repeatable',
+      collectMappingOption,
+      [],
+    )
+    .option(
+      '--sync <metabaseDatabaseId>',
+      'Enable Metabase sync for a discovered database; repeatable',
+      collectPositiveIntegerOption,
+      [],
+    )
+    .addOption(
+      new Option('--sync-mode <mode>', 'Metabase sync selection mode')
+        .choices(SYNC_MODE_CHOICES)
+        .default('ALL' satisfies MetabaseSetupSyncMode),
+    )
+    .option('--run-ingest', 'Run ingest after setup', false)
+    .option('--yes', 'Confirm and apply setup changes without prompting', false)
+    .option('--no-input', 'Disable interactive terminal input')
+    .showHelpAfterError()
+    .action(async (options: ConnectionMetabaseSetupOptions, command) => {
+      await runMetabaseSetupArgs(context, {
+        command: 'setup',
+        projectDir: resolveCommandProjectDir(command),
+        connectionId: options.id,
+        url: options.url,
+        apiKey: options.apiKey,
+        mintApiKey: options.mintApiKey === true,
+        metabaseUsername: options.username,
+        metabasePassword: options.password,
+        mappings: options.map,
+        syncEnabledDatabaseIds: options.sync,
+        syncMode: options.syncMode ?? 'ALL',
+        runIngest: options.runIngest === true,
+        yes: options.yes === true,
+        inputMode: options.input === false ? 'disabled' : 'auto',
+      });
+    });
+}

packages/cli/src/commands/connection-metabase-setup.ts

@@ -0,0 +1,782 @@
+import type { Option as ClackOption } from '@clack/prompts';
+import {
+  cancel,
+  confirm,
+  intro,
+  isCancel,
+  log,
+  multiselect,
+  note,
+  outro,
+  password,
+  select,
+  text,
+} from '@clack/prompts';
+import { localConnectionToWarehouseDescriptor } from '@klo/context/connections';
+import {
+  DEFAULT_METABASE_CLIENT_CONFIG,
+  DefaultMetabaseConnectionClientFactory,
+  LocalMetabaseSourceStateReader,
+  MetabaseClient,
+  type MetabaseDatabase,
+  type MetabaseRuntimeClient,
+  type MetabaseSyncMode,
+  metabaseRuntimeConfigFromLocalConnection,
+  validateMappingPhysicalMatch,
+} from '@klo/context/ingest';
+import {
+  type KloLocalProject,
+  type KloProjectConnectionConfig,
+  kloLocalStateDbPath,
+  loadKloProject,
+  serializeKloProjectConfig,
+} from '@klo/context/project';
+
+import { createClackSpinner, type KloCliSpinner } from '../clack.js';
+import type { KloCliIo } from '../cli-runtime.js';
+import { withMenuOptionsSpacing, withMultiselectNavigation } from '../prompt-navigation.js';
+import { type KloPublicIngestArgs, runKloPublicIngest } from '../public-ingest.js';
+
+export type KloMetabaseSetupInputMode = 'auto' | 'disabled';
+
+export type MetabaseSetupSyncMode = MetabaseSyncMode;
+
+type MetabaseSetupPromptOption<Value> = ClackOption<Value>;
+
+export interface MetabaseSetupLogger {
+  info(message: string): void;
+  step(message: string): void;
+  success(message: string): void;
+  warn(message: string): void;
+  error(message: string): void;
+}
+
+export interface MetabaseSetupPromptAdapter {
+  intro(title?: string): void;
+  outro(message?: string): void;
+  note(message: string, title: string): void;
+  log: MetabaseSetupLogger;
+  spinner(): KloCliSpinner;
+  select<T extends string>(options: { message: string; options: Array<MetabaseSetupPromptOption<T>> }): Promise<T>;
+  multiselect<Value extends number | string>(options: {
+    message: string;
+    options: Array<MetabaseSetupPromptOption<Value>>;
+    initialValues?: Value[];
+    required?: boolean;
+    maxItems?: number;
+  }): Promise<Value[]>;
+  text(options: { message: string; placeholder?: string }): Promise<string>;
+  password(options: { message: string }): Promise<string>;
+  confirm(options: { message: string; initialValue?: boolean }): Promise<boolean>;
+  cancel(message: string): void;
+}
+
+type KloMetabaseSetupInteractiveIo = KloCliIo & {
+  stdin?: { isTTY?: boolean };
+};
+
+export interface MetabaseSetupMappingAssignment {
+  metabaseDatabaseId: number;
+  targetConnectionId: string;
+}
+
+export interface MintMetabaseApiKeyArgs {
+  url: string;
+  username: string;
+  password: string;
+}
+
+export type MintMetabaseApiKey = (args: MintMetabaseApiKeyArgs, io: KloCliIo) => Promise<string>;
+
+export interface KloConnectionMetabaseSetupArgs {
+  command: 'setup';
+  projectDir: string;
+  connectionId?: string;
+  url?: string;
+  apiKey?: string;
+  mintApiKey: boolean;
+  metabaseUsername?: string;
+  metabasePassword?: string;
+  mappings: MetabaseSetupMappingAssignment[];
+  syncEnabledDatabaseIds: number[];
+  syncMode: MetabaseSetupSyncMode;
+  runIngest: boolean;
+  yes: boolean;
+  inputMode: KloMetabaseSetupInputMode;
+}
+
+export interface KloConnectionMetabaseSetupDeps {
+  createMetabaseClient?: (
+    project: KloLocalProject,
+    connectionId: string,
+  ) => Promise<Pick<MetabaseRuntimeClient, 'testConnection' | 'getDatabases' | 'cleanup'>>;
+  mintMetabaseApiKey?: MintMetabaseApiKey;
+  prompts?: MetabaseSetupPromptAdapter;
+  runPublicIngest?: (args: Extract<KloPublicIngestArgs, { command: 'run' }>, io: KloCliIo) => Promise<number>;
+}
+
+function isMetabaseConnection(connection: KloProjectConnectionConfig | undefined): boolean {
+  return (
+    String(connection?.driver ?? '')
+      .trim()
+      .toLowerCase() === 'metabase'
+  );
+}
+
+function stringField(value: unknown): string | undefined {
+  return typeof value === 'string' && value.trim().length > 0 ? value.trim() : undefined;
+}
+
+function uniqueSorted(values: number[]): number[] {
+  return [...new Set(values)].sort((a, b) => a - b);
+}
+
+function resolveMetabaseUrl(connection: KloProjectConnectionConfig | undefined): string | undefined {
+  return stringField(connection?.api_url) ?? stringField(connection?.apiUrl) ?? stringField(connection?.url);
+}
+
+function resolveLiteralMetabaseApiKey(connection: KloProjectConnectionConfig | undefined): string | undefined {
+  return stringField(connection?.api_key) ?? stringField(connection?.apiKey);
+}
+
+function listMetabaseConnectionIds(project: KloLocalProject): string[] {
+  return Object.entries(project.config.connections)
+    .filter(([_connectionId, connection]) => isMetabaseConnection(connection))
+    .map(([connectionId]) => connectionId)
+    .sort();
+}
+
+function listWarehouseConnectionIds(project: KloLocalProject): string[] {
+  return Object.entries(project.config.connections)
+    .filter(([connectionId, connection]) => localConnectionToWarehouseDescriptor(connectionId, connection) != null)
+    .map(([connectionId]) => connectionId)
+    .sort();
+}
+
+function redactSecrets(message: string, secrets: string[]): string {
+  let result = message;
+  for (const secret of secrets) {
+    if (!secret) {
+      continue;
+    }
+    result = result.split(secret).join('[redacted]');
+  }
+  return result;
+}
+
+async function createDefaultMetabaseClient(
+  project: KloLocalProject,
+  connectionId: string,
+): Promise<Pick<MetabaseRuntimeClient, 'testConnection' | 'getDatabases' | 'cleanup'>> {
+  const factory = new DefaultMetabaseConnectionClientFactory(
+    (metabaseConnectionId) =>
+      metabaseRuntimeConfigFromLocalConnection(metabaseConnectionId, project.config.connections[metabaseConnectionId]),
+    DEFAULT_METABASE_CLIENT_CONFIG,
+  );
+  return factory.createClient(connectionId);
+}
+
+async function defaultMintMetabaseApiKey(args: MintMetabaseApiKeyArgs): Promise<string> {
+  const loginClient = new MetabaseClient({ apiUrl: args.url, apiKey: '' }, DEFAULT_METABASE_CLIENT_CONFIG);
+  const sessionId = await loginClient.createSession(args.username, args.password);
+  const sessionClient = new MetabaseClient(
+    { apiUrl: args.url, apiKey: sessionId, authHeaderName: 'X-Metabase-Session' },
+    DEFAULT_METABASE_CLIENT_CONFIG,
+  );
+  const groups = await sessionClient.getPermissionGroups();
+  const adminGroup = groups.find((group) => group.name === 'Administrators');
+
+  if (!adminGroup) {
+    throw new Error('Metabase Administrators group was not found; create an API key manually and pass --api-key');
+  }
+
+  const mintedKey = await sessionClient.createApiKey({
+    groupId: adminGroup.id,
+    name: `KLO CLI ${new Date().toISOString()}`,
+  });
+  const trimmedKey = stringField(mintedKey);
+  if (!trimmedKey) {
+    throw new Error('Metabase API key minting returned an empty key');
+  }
+  return trimmedKey;
+}
+
+function ensureNotCancelled<T>(value: T | symbol, prompts: Pick<MetabaseSetupPromptAdapter, 'cancel'>): T {
+  if (isCancel(value)) {
+    prompts.cancel('Setup cancelled.');
+    throw new Error('Setup cancelled.');
+  }
+  return value as T;
+}
+
+export function createClackMetabaseSetupPromptAdapter(): MetabaseSetupPromptAdapter {
+  return {
+    intro(title?: string): void {
+      intro(title);
+    },
+    outro(message?: string): void {
+      outro(message);
+    },
+    note(message: string, title: string): void {
+      note(message, title);
+    },
+    log: {
+      info(message: string): void {
+        log.info(message);
+      },
+      step(message: string): void {
+        log.step(message);
+      },
+      success(message: string): void {
+        log.success(message);
+      },
+      warn(message: string): void {
+        log.warn(message);
+      },
+      error(message: string): void {
+        log.error(message);
+      },
+    },
+    spinner(): KloCliSpinner {
+      return createClackSpinner();
+    },
+    async select<T extends string>(options: {
+      message: string;
+      options: Array<MetabaseSetupPromptOption<T>>;
+    }): Promise<T> {
+      return ensureNotCancelled(await select(withMenuOptionsSpacing(options)), this);
+    },
+    async multiselect<Value extends number | string>(options: {
+      message: string;
+      options: Array<MetabaseSetupPromptOption<Value>>;
+      initialValues?: Value[];
+      required?: boolean;
+      maxItems?: number;
+    }): Promise<Value[]> {
+      return ensureNotCancelled(await multiselect(withMenuOptionsSpacing(options)), this);
+    },
+    async text(options: { message: string; placeholder?: string }): Promise<string> {
+      return ensureNotCancelled(await text(options), this);
+    },
+    async password(options: { message: string }): Promise<string> {
+      return ensureNotCancelled(await password(options), this);
+    },
+    async confirm(options: { message: string; initialValue?: boolean }): Promise<boolean> {
+      return ensureNotCancelled(await confirm(options), this);
+    },
+    cancel(message: string): void {
+      cancel(message);
+    },
+  };
+}
+
+function isInteractiveMetabaseSetupIo(
+  args: Pick<KloConnectionMetabaseSetupArgs, 'inputMode'>,
+  io: KloMetabaseSetupInteractiveIo,
+): boolean {
+  return args.inputMode !== 'disabled' && io.stdin?.isTTY === true && io.stdout.isTTY === true;
+}
+
+function normalizeDiscoveredDatabases(databases: MetabaseDatabase[]): Array<{
+  id: number;
+  name: string;
+  engine: string;
+  host: string | null;
+  dbName: string | null;
+}> {
+  return databases
+    .filter((database) => database.is_sample !== true)
+    .map((database) => ({
+      id: database.id,
+      name: database.name,
+      engine: stringField(database.engine) ?? 'unknown',
+      host: stringField(database.details?.host) ?? null,
+      dbName: stringField(database.details?.dbname) ?? null,
+    }));
+}
+
+function targetPhysicalInfo(project: KloLocalProject, connectionId: string) {
+  const descriptor = localConnectionToWarehouseDescriptor(connectionId, project.config.connections[connectionId]);
+  if (!descriptor) {
+    return { connection_type: 'UNKNOWN' };
+  }
+  return {
+    connection_type: descriptor.connection_type,
+    host: descriptor.host ?? null,
+    database: descriptor.database ?? null,
+    account: descriptor.account ?? null,
+    project_id: descriptor.project_id ?? null,
+    dataset_id: descriptor.dataset_id ?? null,
+    ...descriptor.connection_params,
+  };
+}
+
+function noteMetabaseSetupSummary(options: {
+  prompts: MetabaseSetupPromptAdapter;
+  connectionId: string;
+  url: string;
+  mappings: MetabaseSetupMappingAssignment[];
+  syncEnabledDatabaseIds: number[];
+}): void {
+  const mappingLines = options.mappings
+    .map((mapping) => `  ${mapping.metabaseDatabaseId} -> ${mapping.targetConnectionId}`)
+    .join('\n');
+  const syncLines = options.syncEnabledDatabaseIds.map((id) => `  ${id}`).join('\n');
+
+  options.prompts.note(
+    [
+      `Connection: ${options.connectionId}`,
+      `URL: ${options.url}`,
+      '',
+      'Mappings:',
+      mappingLines || '  (none)',
+      '',
+      'Sync enabled:',
+      syncLines || '  (none)',
+    ].join('\n'),
+    'Summary',
+  );
+}
+
+export async function runKloConnectionMetabaseSetup(
+  args: KloConnectionMetabaseSetupArgs,
+  io: KloCliIo,
+  deps: KloConnectionMetabaseSetupDeps = {},
+): Promise<number> {
+  let apiKeyForRedaction = args.apiKey;
+  let passwordForRedaction = args.metabasePassword;
+  const interactiveIo = io as KloMetabaseSetupInteractiveIo;
+  const isInteractive = isInteractiveMetabaseSetupIo(args, interactiveIo);
+  const prompts = deps.prompts ?? (isInteractive ? createClackMetabaseSetupPromptAdapter() : undefined);
+
+  try {
+    if (isInteractive && prompts) {
+      prompts.intro('KLO Metabase setup');
+    }
+
+    const project = await loadKloProject({ projectDir: args.projectDir });
+    const existingMetabaseConnectionIds = listMetabaseConnectionIds(project);
+    let connectionId: string;
+
+    if (args.connectionId) {
+      connectionId = args.connectionId;
+    } else if (existingMetabaseConnectionIds.length === 1) {
+      const onlyMetabaseConnectionId = existingMetabaseConnectionIds[0];
+      if (!onlyMetabaseConnectionId) {
+        throw new Error('No Metabase connection id was resolved');
+      }
+      connectionId = onlyMetabaseConnectionId;
+    } else if (existingMetabaseConnectionIds.length > 1) {
+      if (!isInteractive || !prompts) {
+        throw new Error(
+          `Multiple Metabase connections found (${existingMetabaseConnectionIds.join(', ')}); select one with --id`,
+        );
+      }
+      connectionId = await prompts.select({
+        message: 'Select the Metabase connection to configure',
+        options: existingMetabaseConnectionIds.map((id) => ({ value: id, label: id })),
+      });
+    } else {
+      connectionId = 'metabase';
+    }
+
+    const existingConnection = project.config.connections[connectionId];
+    const warehouseConnectionIds = listWarehouseConnectionIds(project);
+
+    if (warehouseConnectionIds.length === 0) {
+      throw new Error('Add a warehouse connection first');
+    }
+
+    let url = args.url ?? resolveMetabaseUrl(existingConnection);
+    let apiKey = args.apiKey ?? resolveLiteralMetabaseApiKey(existingConnection);
+    apiKeyForRedaction = apiKey;
+
+    if (!url && isInteractive && prompts) {
+      url = stringField(
+        await prompts.text({
+          message: 'Metabase API URL',
+          placeholder: 'http://localhost:3000',
+        }),
+      );
+    }
+
+    if (args.inputMode === 'disabled' && !url) {
+      throw new Error('missing Metabase URL');
+    }
+
+    if (!args.apiKey && !args.mintApiKey && apiKey && isInteractive && prompts && !args.yes) {
+      const reuse = await prompts.confirm({
+        message: `Reuse the existing Metabase API key from connections.${connectionId}?`,
+        initialValue: true,
+      });
+      if (!reuse) {
+        apiKey = undefined;
+        apiKeyForRedaction = undefined;
+      }
+    }
+
+    if (args.mintApiKey) {
+      let username = stringField(args.metabaseUsername);
+      let metabasePassword = stringField(args.metabasePassword);
+
+      if (isInteractive && prompts) {
+        if (!username) {
+          username = stringField(await prompts.text({ message: 'Metabase admin username' }));
+        }
+        if (!metabasePassword) {
+          metabasePassword = stringField(await prompts.password({ message: 'Metabase admin password' }));
+        }
+      }
+
+      if (!username) {
+        throw new Error('--mint-api-key requires --username');
+      }
+      if (!metabasePassword) {
+        throw new Error('--mint-api-key requires --password');
+      }
+      if (!url) {
+        throw new Error('Metabase URL is required (use --url)');
+      }
+
+      passwordForRedaction = metabasePassword;
+      apiKey = await (deps.mintMetabaseApiKey ?? defaultMintMetabaseApiKey)(
+        { url, username, password: metabasePassword },
+        io,
+      );
+      apiKeyForRedaction = apiKey;
+    }
+
+    if (!apiKey && isInteractive && prompts) {
+      const credentialMode = await prompts.select({
+        message: 'Metabase credentials',
+        options: [
+          { value: 'paste', label: 'Paste API key' },
+          { value: 'mint', label: 'Mint API key' },
+        ],
+      });
+
+      if (credentialMode === 'paste') {
+        apiKey = stringField(await prompts.password({ message: 'Metabase API key' }));
+        apiKeyForRedaction = apiKey;
+      } else {
+        const username = stringField(await prompts.text({ message: 'Metabase admin username' }));
+        const metabasePassword = stringField(await prompts.password({ message: 'Metabase admin password' }));
+        if (!username) {
+          throw new Error('Metabase username is required');
+        }
+        if (!metabasePassword) {
+          throw new Error('Metabase password is required');
+        }
+        if (!url) {
+          throw new Error('Metabase URL is required (use --url)');
+        }
+
+        passwordForRedaction = metabasePassword;
+        apiKey = await (deps.mintMetabaseApiKey ?? defaultMintMetabaseApiKey)(
+          { url, username, password: metabasePassword },
+          io,
+        );
+        apiKeyForRedaction = apiKey;
+      }
+    }
+
+    if (args.inputMode === 'disabled' && !apiKey) {
+      throw new Error('missing Metabase API key');
+    }
+
+    if (!url) {
+      throw new Error('Metabase URL is required (use --url)');
+    }
+    if (!apiKey) {
+      throw new Error('Metabase API key is required (use --api-key)');
+    }
+
+    const transientConnectionConfig: KloProjectConnectionConfig = {
+      ...(existingConnection ?? {}),
+      driver: 'metabase',
+      api_url: url,
+      api_key: apiKey,
+    };
+    const configWithTransient = {
+      ...project.config,
+      connections: {
+        ...project.config.connections,
+        [connectionId]: transientConnectionConfig,
+      },
+    };
+    const discoveryProject: KloLocalProject = { ...project, config: configWithTransient };
+
+    for (const mapping of args.mappings) {
+      if (!configWithTransient.connections[mapping.targetConnectionId]) {
+        throw new Error(`Target connection "${mapping.targetConnectionId}" does not exist`);
+      }
+    }
+
+    const client = await (deps.createMetabaseClient ?? createDefaultMetabaseClient)(discoveryProject, connectionId);
+    try {
+      const authSpinner = isInteractive && prompts ? prompts.spinner() : undefined;
+      authSpinner?.start('Testing Metabase connection');
+      const testResult = await client.testConnection();
+      if (!testResult.success) {
+        authSpinner?.error('Metabase authentication failed');
+        throw new Error(
+          `Metabase authentication failed. Replace connections.${connectionId}.api_key or use --mint-api-key.`,
+        );
+      }
+      authSpinner?.stop('Metabase reachable');
+
+      const discoverySpinner = isInteractive && prompts ? prompts.spinner() : undefined;
+      discoverySpinner?.start('Discovering Metabase databases');
+      const discovered = normalizeDiscoveredDatabases(await client.getDatabases());
+      discoverySpinner?.stop(`Discovered ${discovered.length} ${discovered.length === 1 ? 'database' : 'databases'}`);
+      if (isInteractive && prompts) {
+        prompts.log.success(
+          `Discovered ${discovered.length} ${discovered.length === 1 ? 'database' : 'databases'}`,
+        );
+      }
+      if (discovered.length === 0) {
+        throw new Error('Metabase auth worked but no usable databases were returned');
+      }
+
+      let resolvedMappings = args.mappings;
+      let resolvedSyncEnabledDatabaseIds = args.syncEnabledDatabaseIds;
+
+      if (resolvedSyncEnabledDatabaseIds.length === 0 && args.yes && resolvedMappings.length > 0) {
+        resolvedSyncEnabledDatabaseIds = uniqueSorted(resolvedMappings.map((mapping) => mapping.metabaseDatabaseId));
+      }
+
+      if (resolvedMappings.length === 0 && resolvedSyncEnabledDatabaseIds.length === 0) {
+        const onlyDiscoveredDatabase = discovered.length === 1 ? discovered[0] : undefined;
+        const compatibleWarehouses = onlyDiscoveredDatabase
+          ? warehouseConnectionIds.filter((warehouseConnectionId) => {
+              const mismatchReason = validateMappingPhysicalMatch(
+                {
+                  metabaseEngine: onlyDiscoveredDatabase.engine,
+                  metabaseDbName: onlyDiscoveredDatabase.dbName,
+                  metabaseHost: onlyDiscoveredDatabase.host,
+                },
+                targetPhysicalInfo(project, warehouseConnectionId),
+              );
+              return !mismatchReason;
+            })
+          : [];
+        const onlyWarehouseConnectionId = compatibleWarehouses[0];
+
+        if (onlyDiscoveredDatabase && compatibleWarehouses.length === 1 && onlyWarehouseConnectionId) {
+          if (args.yes) {
+            resolvedMappings = [
+              { metabaseDatabaseId: onlyDiscoveredDatabase.id, targetConnectionId: onlyWarehouseConnectionId },
+            ];
+            resolvedSyncEnabledDatabaseIds = [onlyDiscoveredDatabase.id];
+          } else if (isInteractive && prompts) {
+            const proposedMappings = [
+              { metabaseDatabaseId: onlyDiscoveredDatabase.id, targetConnectionId: onlyWarehouseConnectionId },
+            ];
+            const proposedSyncEnabledDatabaseIds = [onlyDiscoveredDatabase.id];
+            noteMetabaseSetupSummary({
+              prompts,
+              connectionId,
+              url,
+              mappings: proposedMappings,
+              syncEnabledDatabaseIds: proposedSyncEnabledDatabaseIds,
+            });
+            const confirmed = await prompts.confirm({
+              message: `Map Metabase database "${onlyDiscoveredDatabase.name}" (${onlyDiscoveredDatabase.id}) to "${onlyWarehouseConnectionId}" and enable sync?`,
+              initialValue: true,
+            });
+            if (!confirmed) {
+              prompts.cancel('Setup cancelled.');
+              throw new Error('Setup cancelled.');
+            }
+            resolvedMappings = proposedMappings;
+            resolvedSyncEnabledDatabaseIds = proposedSyncEnabledDatabaseIds;
+          } else {
+            throw new Error('Metabase mapping/sync is required in --no-input mode; pass --map and --sync');
+          }
+        } else if (isInteractive && prompts) {
+          const selectedDatabaseIds = await prompts.multiselect<number>({
+            message: withMultiselectNavigation('Select Metabase databases to configure'),
+            options: discovered.map((database) => ({
+              value: database.id,
+              label: `${database.id}: ${database.name}`,
+              hint: [database.engine, database.host, database.dbName].filter(Boolean).join(' • '),
+            })),
+            required: true,
+          });
+
+          resolvedMappings = [];
+          for (const databaseId of selectedDatabaseIds) {
+            const database = discovered.find((candidate) => candidate.id === databaseId);
+            if (!database) {
+              throw new Error(`Selected database id ${databaseId} was not discovered`);
+            }
+
+            const existingMapping = args.mappings.find((mapping) => mapping.metabaseDatabaseId === databaseId);
+            if (existingMapping) {
+              resolvedMappings.push(existingMapping);
+              continue;
+            }
+
+            const targetConnectionId = await prompts.select({
+              message: `Map Metabase database ${database.id} ("${database.name}") to which KLO connection?`,
+              options: warehouseConnectionIds.map((warehouseId) => ({ value: warehouseId, label: warehouseId })),
+            });
+            resolvedMappings.push({ metabaseDatabaseId: databaseId, targetConnectionId });
+          }
+
+          const syncIds = await prompts.multiselect<number>({
+            message: withMultiselectNavigation('Enable sync for which databases?'),
+            options: selectedDatabaseIds.map((id) => ({ value: id, label: String(id) })),
+            initialValues: selectedDatabaseIds,
+            required: true,
+          });
+          resolvedSyncEnabledDatabaseIds = uniqueSorted(syncIds);
+
+          if (!args.yes) {
+            noteMetabaseSetupSummary({
+              prompts,
+              connectionId,
+              url,
+              mappings: resolvedMappings,
+              syncEnabledDatabaseIds: resolvedSyncEnabledDatabaseIds,
+            });
+            const confirmed = await prompts.confirm({
+              message: 'Write changes to klo.yaml and enable sync?',
+              initialValue: true,
+            });
+            if (!confirmed) {
+              prompts.cancel('Setup cancelled.');
+              throw new Error('Setup cancelled.');
+            }
+          }
+        } else if (args.inputMode === 'disabled') {
+          throw new Error('Metabase mapping/sync is required in --no-input mode; pass --map and --sync');
+        }
+      }
+
+      if (
+        args.inputMode === 'disabled' &&
+        resolvedMappings.length > 0 &&
+        resolvedSyncEnabledDatabaseIds.length === 0
+      ) {
+        throw new Error('Metabase sync selection is required in --no-input mode; pass --sync <metabaseDatabaseId>');
+      }
+
+      const discoveredIds = new Set(discovered.map((database) => database.id));
+      for (const mapping of resolvedMappings) {
+        if (!discoveredIds.has(mapping.metabaseDatabaseId)) {
+          throw new Error(`Mapped database id ${mapping.metabaseDatabaseId} was not discovered`);
+        }
+      }
+      for (const syncId of resolvedSyncEnabledDatabaseIds) {
+        if (!discoveredIds.has(syncId)) {
+          throw new Error(`Sync database id ${syncId} was not discovered`);
+        }
+      }
+
+      await project.fileStore.writeFile(
+        'klo.yaml',
+        serializeKloProjectConfig(configWithTransient),
+        'klo',
+        'klo@example.com',
+        `Setup Metabase connection ${connectionId}`,
+      );
+
+      const updatedProject = await loadKloProject({ projectDir: args.projectDir });
+      const store = new LocalMetabaseSourceStateReader({ dbPath: kloLocalStateDbPath(updatedProject) });
+
+      await store.refreshDiscoveredDatabases({ connectionId, discovered });
+
+      for (const mapping of resolvedMappings) {
+        await store.upsertDatabaseMapping({
+          connectionId,
+          metabaseDatabaseId: mapping.metabaseDatabaseId,
+          targetConnectionId: mapping.targetConnectionId,
+          syncEnabled: false,
+          source: 'cli',
+        });
+      }
+
+      for (const metabaseDatabaseId of resolvedSyncEnabledDatabaseIds) {
+        await store.setMappingSyncEnabled({
+          connectionId,
+          metabaseDatabaseId,
+          syncEnabled: true,
+        });
+      }
+
+      const existingSyncState = await store.getSourceState(connectionId);
+      await store.setSyncState({
+        connectionId,
+        syncMode: args.syncMode,
+        defaultTagNames: existingSyncState.defaultTagNames,
+        selections: existingSyncState.selections,
+      });
+
+      const unhydrated = await store.getUnhydratedSyncEnabledMappingIds(connectionId);
+      if (unhydrated.length > 0) {
+        io.stderr.write(
+          `Sync-enabled mappings are missing discovery metadata; run klo connection mapping refresh ${connectionId} --auto-accept\n`,
+        );
+        return 1;
+      }
+
+      const rows = await store.listDatabaseMappings(connectionId);
+      const physicalFailures = rows.flatMap((row) => {
+        if (!row.targetConnectionId) {
+          return [];
+        }
+        const reason = validateMappingPhysicalMatch(
+          { metabaseEngine: row.metabaseEngine, metabaseDbName: row.metabaseDbName, metabaseHost: row.metabaseHost },
+          updatedProject.config.connections[row.targetConnectionId]
+            ? targetPhysicalInfo(updatedProject, row.targetConnectionId)
+            : { connection_type: 'UNKNOWN' },
+        );
+        return reason ? [`${row.metabaseDatabaseId}: ${reason}`] : [];
+      });
+      if (physicalFailures.length > 0) {
+        for (const failure of physicalFailures) {
+          io.stderr.write(`${failure}\n`);
+        }
+        return 1;
+      }
+
+      io.stdout.write(`Connection: ${connectionId}\n`);
+      io.stdout.write(`Discovered ${discovered.length} ${discovered.length === 1 ? 'database' : 'databases'}\n`);
+      io.stdout.write(`Next: klo ingest ${connectionId} --project-dir ${args.projectDir}\n`);
+
+      if (args.runIngest) {
+        const ingestRunner = deps.runPublicIngest ?? runKloPublicIngest;
+        const exitCode = await ingestRunner(
+          {
+            command: 'run',
+            projectDir: args.projectDir,
+            targetConnectionId: connectionId,
+            all: false,
+            json: false,
+            inputMode: 'disabled',
+          },
+          io,
+        );
+        if (exitCode !== 0) {
+          io.stderr.write(`Ingest failed; re-run: klo ingest ${connectionId} --project-dir ${args.projectDir}\n`);
+          return 1;
+        }
+      }
+
+      if (isInteractive && prompts) {
+        prompts.outro('Metabase setup complete');
+      }
+
+      return 0;
+    } finally {
+      await client.cleanup();
+    }
+  } catch (error) {
+    const message = error instanceof Error ? error.message : String(error);
+    io.stderr.write(
+      `${redactSecrets(message, [apiKeyForRedaction ?? '', passwordForRedaction ?? '', args.apiKey ?? ''])}\n`,
+    );
+    return 1;
+  }
+}

packages/cli/src/commands/connection-notion-commands.ts

@@ -0,0 +1,92 @@
+import { type Command, InvalidArgumentError } from '@commander-js/extra-typings';
+import { collectOption, type KloCliCommandContext, resolveCommandProjectDir } from '../cli-program.js';
+import type { KloConnectionNotionArgs } from './connection-notion.js';
+
+interface NotionPickOptions {
+  input?: boolean;
+  rootPageId: string[];
+}
+
+function parseSafeConnectionId(value: string): string {
+  if (!/^[a-zA-Z0-9][a-zA-Z0-9_-]*$/.test(value)) {
+    throw new InvalidArgumentError(`Unsafe connection id: ${value}`);
+  }
+  return value;
+}
+
+function uniqueInOrder(values: string[]): string[] {
+  const seen = new Set<string>();
+  const result: string[] = [];
+  for (const value of values) {
+    if (!seen.has(value)) {
+      seen.add(value);
+      result.push(value);
+    }
+  }
+  return result;
+}
+
+function normalizeNotionPageId(value: string): string {
+  const trimmed = value.trim();
+  const compact = trimmed.includes('-') ? trimmed.replace(/-/g, '') : trimmed;
+  if (!/^[0-9a-fA-F]{32}$/.test(compact)) {
+    throw new Error(`Invalid Notion page UUID: ${value}`);
+  }
+  const lower = compact.toLowerCase();
+  return `${lower.slice(0, 8)}-${lower.slice(8, 12)}-${lower.slice(12, 16)}-${lower.slice(16, 20)}-${lower.slice(20)}`;
+}
+
+function buildPickArgs(connectionId: string, projectDir: string, options: NotionPickOptions): KloConnectionNotionArgs {
+  if (options.input !== false) {
+    return {
+      command: 'pick',
+      projectDir,
+      connectionId,
+      mode: 'interactive',
+    };
+  }
+
+  const rootPageIds = uniqueInOrder(options.rootPageId.map(normalizeNotionPageId));
+  if (rootPageIds.length === 0) {
+    throw new Error('connection notion pick --no-input requires at least one --root-page-id');
+  }
+  return {
+    command: 'pick',
+    projectDir,
+    connectionId,
+    mode: 'non-interactive',
+    rootPageIds,
+  };
+}
+
+async function runConnectionNotionArgs(context: KloCliCommandContext, args: KloConnectionNotionArgs): Promise<void> {
+  const runner = context.deps.connectionNotion ?? (await import('./connection-notion.js')).runKloConnectionNotion;
+  context.setExitCode(await runner(args, context.io));
+}
+
+export function registerConnectionNotionCommands(connect: Command, context: KloCliCommandContext): void {
+  const notion = connect
+    .command('notion')
+    .description('Configure Notion source selection')
+    .showHelpAfterError()
+    .addHelpText(
+      'after',
+      '\nProject directory defaults to KLO_PROJECT_DIR when set, otherwise the current working directory.\n',
+    );
+
+  notion.action(() => {
+    notion.outputHelp();
+    context.setExitCode(0);
+  });
+
+  notion
+    .command('pick')
+    .description('Pick Notion root pages for a configured Notion connection')
+    .argument('<connectionId>', 'Notion connection id', parseSafeConnectionId)
+    .option('--no-input', 'Disable interactive terminal input')
+    .option('--root-page-id <id>', 'Root page UUID to crawl; repeatable with --no-input', collectOption, [])
+    .showHelpAfterError()
+    .action(async (connectionId: string, options: NotionPickOptions, command) => {
+      await runConnectionNotionArgs(context, buildPickArgs(connectionId, resolveCommandProjectDir(command), options));
+    });
+}

packages/cli/src/commands/connection-notion-tree.test.ts

@@ -0,0 +1,283 @@
+import { describe, expect, it } from 'vitest';
+import {
+  buildInitialState,
+  buildPickerTree,
+  canToggle,
+  clearExpiredTransientHint,
+  filterTree,
+  flattenSelection,
+  moveCursor,
+  reducer,
+  selectAllVisible,
+  selectNone,
+  toggleChecked,
+  TRANSIENT_HINT_DURATION_MS,
+  visibleNodeIds,
+  type NotionPickerPageInput,
+} from './connection-notion-tree.js';
+
+const IDS = {
+  engineering: '11111111-1111-1111-1111-111111111111',
+  architecture: '22222222-2222-2222-2222-222222222222',
+  onboarding: '33333333-3333-3333-3333-333333333333',
+  marketing: '44444444-4444-4444-4444-444444444444',
+  journal: '55555555-5555-5555-5555-555555555555',
+  orphan: '66666666-6666-6666-6666-666666666666',
+  duplicate: '77777777-7777-7777-7777-777777777777',
+  cycleA: '88888888-8888-8888-8888-888888888888',
+  cycleB: '99999999-9999-9999-9999-999999999999',
+};
+
+function pages(): NotionPickerPageInput[] {
+  return [
+    { id: IDS.marketing, title: 'Marketing', archived: false, parentId: null },
+    { id: IDS.onboarding, title: 'Onboarding', archived: false, parentId: IDS.engineering },
+    { id: IDS.engineering, title: 'Engineering Docs', archived: false, parentId: null },
+    { id: IDS.architecture, title: 'Architecture', archived: false, parentId: IDS.engineering },
+    { id: IDS.journal, title: 'Daily journal', archived: true, parentId: IDS.marketing },
+    { id: IDS.orphan, title: '', archived: false, parentId: 'aaaaaaaa-aaaa-aaaa-aaaa-aaaaaaaaaaaa' },
+    { id: IDS.duplicate, title: 'Original duplicate', archived: false, parentId: null },
+    { id: IDS.duplicate, title: 'Ignored duplicate', archived: true, parentId: IDS.marketing },
+    { id: IDS.cycleA, title: 'Cycle A', archived: false, parentId: IDS.cycleB },
+    { id: IDS.cycleB, title: 'Cycle B', archived: false, parentId: IDS.cycleA },
+  ];
+}
+
+describe('buildPickerTree', () => {
+  it('deduplicates pages, sorts siblings, preserves archived flags, roots orphans, and breaks cycles', () => {
+    const tree = buildPickerTree(pages());
+    const byId = new Map(tree.map((node) => [node.id, node]));
+
+    expect(tree.map((node) => node.title)).toEqual([
+      'Cycle A',
+      'Cycle B',
+      'Engineering Docs',
+      'Architecture',
+      'Onboarding',
+      'Marketing',
+      'Daily journal',
+      'Original duplicate',
+      'Untitled',
+    ]);
+    expect(byId.get(IDS.engineering)?.childIds).toEqual([IDS.architecture, IDS.onboarding]);
+    expect(byId.get(IDS.architecture)).toMatchObject({
+      depth: 1,
+      parentId: IDS.engineering,
+      path: 'Engineering Docs / Architecture',
+    });
+    expect(byId.get(IDS.journal)).toMatchObject({
+      archived: true,
+      depth: 1,
+      path: 'Marketing / Daily journal',
+    });
+    expect(byId.get(IDS.orphan)).toMatchObject({
+      title: 'Untitled',
+      parentId: null,
+      depth: 0,
+      path: 'Untitled',
+    });
+    expect(byId.get(IDS.duplicate)).toMatchObject({
+      title: 'Original duplicate',
+      archived: false,
+      parentId: null,
+    });
+    expect(byId.get(IDS.cycleA)?.parentId).toBeNull();
+    expect(byId.get(IDS.cycleB)?.parentId).toBe(IDS.cycleA);
+  });
+});
+
+describe('selection invariants', () => {
+  it('checking a parent locks descendants and keeps checked ids minimal', () => {
+    const state = buildInitialState({
+      tree: buildPickerTree(pages()),
+      existingRootPageIds: [],
+      currentCrawlMode: 'selected_roots',
+    });
+
+    const checkedParent = toggleChecked(state, IDS.engineering, 1000);
+    expect([...checkedParent.checked]).toEqual([IDS.engineering]);
+    expect(canToggle(IDS.architecture, checkedParent)).toEqual({
+      ok: false,
+      reason: "Locked by 'Engineering Docs' - uncheck parent first",
+    });
+
+    const lockedChildAttempt = toggleChecked(checkedParent, IDS.architecture, 2000);
+    expect([...lockedChildAttempt.checked]).toEqual([IDS.engineering]);
+    expect(lockedChildAttempt.transientHint).toEqual({
+      text: "Locked by 'Engineering Docs' - uncheck parent first",
+      expiresAt: 4500,
+    });
+
+    const uncheckedParent = toggleChecked(lockedChildAttempt, IDS.engineering, 3000);
+    expect([...uncheckedParent.checked]).toEqual([]);
+    expect(canToggle(IDS.architecture, uncheckedParent)).toEqual({ ok: true });
+  });
+
+  it('normalizes stored roots, reports stale roots, expands checked ancestors, and flattens descendants', () => {
+    const state = buildInitialState({
+      tree: buildPickerTree(pages()),
+      existingRootPageIds: [
+        IDS.engineering.replaceAll('-', ''),
+        IDS.architecture,
+        'aaaaaaaa-aaaa-aaaa-aaaa-aaaaaaaaaaaa',
+      ],
+      currentCrawlMode: 'selected_roots',
+    });
+
+    expect([...state.checked]).toEqual([IDS.engineering]);
+    expect([...state.expanded]).toEqual([]);
+    expect(state.cursorId).toBe(IDS.cycleA);
+    expect(state.preLoadWarnings).toEqual(['1 stored root_page_ids no longer visible']);
+    expect(flattenSelection(new Set([IDS.engineering, IDS.architecture]), state.byId)).toEqual([IDS.engineering]);
+  });
+});
+
+describe('search and cursor movement', () => {
+  it('filters by title and path while deriving auto-expanded ancestors', () => {
+    const state = buildInitialState({
+      tree: buildPickerTree(pages()),
+      existingRootPageIds: [],
+      currentCrawlMode: 'selected_roots',
+    });
+    const searching = {
+      ...state,
+      search: { editing: false, query: 'architecture' },
+    };
+
+    expect(filterTree(searching)).toEqual({
+      visibleIds: new Set([IDS.engineering, IDS.architecture]),
+      autoExpand: new Set([IDS.engineering]),
+    });
+    expect(visibleNodeIds(searching)).toEqual([IDS.engineering, IDS.architecture]);
+  });
+
+  it('moves the cursor through visible nodes and implements left/right tree semantics', () => {
+    const state = buildInitialState({
+      tree: buildPickerTree(pages()),
+      existingRootPageIds: [],
+      currentCrawlMode: 'selected_roots',
+    });
+
+    const atEngineering = {
+      ...state,
+      cursorId: IDS.engineering,
+      expanded: new Set([IDS.engineering]),
+    };
+    expect(moveCursor(atEngineering, 'down').cursorId).toBe(IDS.architecture);
+    expect(moveCursor({ ...atEngineering, cursorId: IDS.architecture }, 'up').cursorId).toBe(IDS.engineering);
+    expect(moveCursor(atEngineering, 'right').cursorId).toBe(IDS.architecture);
+    expect(moveCursor({ ...atEngineering, cursorId: IDS.architecture }, 'left').cursorId).toBe(IDS.engineering);
+    expect([...moveCursor(atEngineering, 'left').expanded]).toEqual([]);
+    expect([...moveCursor({ ...state, cursorId: IDS.marketing }, 'right').expanded]).toContain(IDS.marketing);
+  });
+});
+
+describe('bulk actions and reducer effects', () => {
+  it('selects only matching visible roots under search and clears selection', () => {
+    const state = buildInitialState({
+      tree: buildPickerTree(pages()),
+      existingRootPageIds: [IDS.marketing],
+      currentCrawlMode: 'selected_roots',
+    });
+    const searching = {
+      ...state,
+      search: { editing: false, query: 'architecture' },
+    };
+
+    const selected = selectAllVisible(searching);
+    expect(flattenSelection(selected.checked, selected.byId)).toEqual([IDS.architecture, IDS.marketing]);
+    expect([...selectNone(selected).checked]).toEqual([]);
+  });
+
+  it('returns save immediately for selected_roots and requires confirmation for all_accessible', () => {
+    const selectedRoots = toggleChecked(
+      buildInitialState({
+        tree: buildPickerTree(pages()),
+        existingRootPageIds: [],
+        currentCrawlMode: 'selected_roots',
+      }),
+      IDS.marketing,
+      1000,
+    );
+    expect(reducer(selectedRoots, 'save-request')).toEqual({
+      next: selectedRoots,
+      effect: 'save',
+    });
+
+    const allAccessible = {
+      ...selectedRoots,
+      currentCrawlMode: 'all_accessible' as const,
+    };
+    const confirm = reducer(allAccessible, 'save-request');
+    expect(confirm).toEqual({
+      next: { ...allAccessible, pendingConfirm: 'mode-switch' },
+      effect: null,
+    });
+    expect(reducer(confirm.next, 'save-cancel')).toEqual({
+      next: { ...allAccessible, pendingConfirm: null },
+      effect: null,
+    });
+    expect(reducer(confirm.next, 'save-confirm')).toEqual({
+      next: { ...allAccessible, pendingConfirm: null },
+      effect: 'save',
+    });
+  });
+
+  it('blocks empty saves, updates search state, and quits without saving', () => {
+    const state = buildInitialState({
+      tree: buildPickerTree(pages()),
+      existingRootPageIds: [],
+      currentCrawlMode: 'selected_roots',
+    });
+
+    const blockedSave = reducer(state, 'save-request', 9000);
+    expect(blockedSave).toEqual({
+      next: {
+        ...state,
+        transientHint: {
+          text: 'Select at least one page or press q to quit',
+          expiresAt: 9000 + TRANSIENT_HINT_DURATION_MS,
+        },
+      },
+      effect: null,
+    });
+    expect(
+      reducer(
+        reducer(reducer(state, 'search-start').next, { type: 'search-input', value: 'a' }).next,
+        'search-submit',
+      ).next.search,
+    ).toEqual({ editing: false, query: 'a' });
+    expect(reducer(state, 'quit')).toEqual({
+      next: state,
+      effect: 'quit-without-save',
+    });
+  });
+
+  it('clears transient hints only when their expiry time has passed', () => {
+    const state = buildInitialState({
+      tree: buildPickerTree(pages()),
+      existingRootPageIds: [],
+      currentCrawlMode: 'selected_roots',
+    });
+    const withHint = {
+      ...state,
+      transientHint: {
+        text: 'Select at least one page or press q to quit',
+        expiresAt: 11500,
+      },
+    };
+
+    expect(clearExpiredTransientHint(withHint, 11499)).toBe(withHint);
+    expect(clearExpiredTransientHint(withHint, 11500)).toEqual({
+      ...withHint,
+      transientHint: null,
+    });
+    expect(reducer(withHint, 'clear-transient-hint', 11501)).toEqual({
+      next: {
+        ...withHint,
+        transientHint: null,
+      },
+      effect: null,
+    });
+  });
+});

packages/cli/src/commands/connection-notion-tree.ts

@@ -0,0 +1,529 @@
+export interface NotionPickerPageInput {
+  id: string;
+  title?: string | null;
+  archived?: boolean;
+  parentId?: string | null;
+}
+
+interface NotionPickerNode {
+  id: string;
+  title: string;
+  archived: boolean;
+  parentId: string | null;
+  depth: number;
+  childIds: string[];
+  path: string;
+}
+
+export interface PickerState {
+  tree: NotionPickerNode[];
+  byId: Map<string, NotionPickerNode>;
+  expanded: Set<string>;
+  checked: Set<string>;
+  cursorId: string;
+  search: { editing: boolean; query: string };
+  pendingConfirm: 'mode-switch' | null;
+  preLoadWarnings: string[];
+  transientHint: { text: string; expiresAt: number } | null;
+  currentCrawlMode: 'all_accessible' | 'selected_roots';
+}
+
+export type PickerCommand =
+  | 'cursor-up'
+  | 'cursor-down'
+  | 'cursor-left'
+  | 'cursor-right'
+  | 'expand'
+  | 'collapse'
+  | 'expand-all'
+  | 'collapse-all'
+  | 'toggle-check'
+  | 'select-all-visible'
+  | 'select-none'
+  | 'clear-transient-hint'
+  | 'search-start'
+  | 'search-cancel'
+  | 'search-submit'
+  | 'search-backspace'
+  | { type: 'search-input'; value: string }
+  | 'save-request'
+  | 'save-confirm'
+  | 'save-cancel'
+  | 'quit';
+
+type PickerEffect = null | 'save' | 'quit-without-save';
+
+interface MutableNode {
+  id: string;
+  title: string;
+  archived: boolean;
+  parentId: string | null;
+  childIds: string[];
+}
+
+export const TRANSIENT_HINT_DURATION_MS = 2500;
+
+const collator = new Intl.Collator('en', { sensitivity: 'base', numeric: true });
+
+function normalizePageId(value: string): string {
+  const trimmed = value.trim();
+  const compact = trimmed.replace(/-/g, '');
+  if (/^[0-9a-fA-F]{32}$/.test(compact)) {
+    const lower = compact.toLowerCase();
+    return `${lower.slice(0, 8)}-${lower.slice(8, 12)}-${lower.slice(12, 16)}-${lower.slice(
+      16,
+      20,
+    )}-${lower.slice(20)}`;
+  }
+  return trimmed;
+}
+
+function titleValue(value: string | null | undefined): string {
+  const trimmed = value?.trim() ?? '';
+  return trimmed.length > 0 ? trimmed : 'Untitled';
+}
+
+function sortedNodeIds(ids: string[], nodes: Map<string, MutableNode | NotionPickerNode>): string[] {
+  return [...ids].sort((leftId, rightId) => {
+    const left = nodes.get(leftId);
+    const right = nodes.get(rightId);
+    const byTitle = collator.compare(left?.title ?? '', right?.title ?? '');
+    return byTitle === 0 ? leftId.localeCompare(rightId) : byTitle;
+  });
+}
+
+function cloneState(state: PickerState, patch: Partial<PickerState>): PickerState {
+  return { ...state, ...patch };
+}
+
+function transientHint(text: string, now: number): PickerState['transientHint'] {
+  return { text, expiresAt: now + TRANSIENT_HINT_DURATION_MS };
+}
+
+export function clearExpiredTransientHint(state: PickerState, now = Date.now()): PickerState {
+  if (!state.transientHint || state.transientHint.expiresAt > now) {
+    return state;
+  }
+  return cloneState(state, { transientHint: null });
+}
+
+function ancestorsOf(nodeId: string, byId: Map<string, NotionPickerNode>): string[] {
+  const ancestors: string[] = [];
+  let parentId = byId.get(nodeId)?.parentId ?? null;
+  const seen = new Set<string>();
+  while (parentId && !seen.has(parentId)) {
+    ancestors.push(parentId);
+    seen.add(parentId);
+    parentId = byId.get(parentId)?.parentId ?? null;
+  }
+  return ancestors;
+}
+
+function descendantsOf(nodeId: string, byId: Map<string, NotionPickerNode>): string[] {
+  const result: string[] = [];
+  const stack = [...(byId.get(nodeId)?.childIds ?? [])].reverse();
+  while (stack.length > 0) {
+    const id = stack.pop();
+    if (!id) {
+      continue;
+    }
+    result.push(id);
+    const node = byId.get(id);
+    if (node) {
+      stack.push(...[...node.childIds].reverse());
+    }
+  }
+  return result;
+}
+
+function matchingIds(state: PickerState): Set<string> {
+  const query = state.search.query.trim().toLocaleLowerCase();
+  if (!query) {
+    return new Set(state.tree.map((node) => node.id));
+  }
+  return new Set(
+    state.tree
+      .filter((node) => {
+        const title = node.title.toLocaleLowerCase();
+        const path = node.path.toLocaleLowerCase();
+        return title.includes(query) || path.includes(query);
+      })
+      .map((node) => node.id),
+  );
+}
+
+export function buildPickerTree(searchResults: NotionPickerPageInput[]): NotionPickerNode[] {
+  const nodes = new Map<string, MutableNode>();
+  for (const result of searchResults) {
+    const id = normalizePageId(result.id);
+    if (nodes.has(id)) {
+      continue;
+    }
+    nodes.set(id, {
+      id,
+      title: titleValue(result.title),
+      archived: result.archived === true,
+      parentId: result.parentId ? normalizePageId(result.parentId) : null,
+      childIds: [],
+    });
+  }
+
+  for (const node of nodes.values()) {
+    if (!node.parentId || node.parentId === node.id || !nodes.has(node.parentId)) {
+      node.parentId = null;
+      continue;
+    }
+
+    const seen = new Set([node.id]);
+    let cursor: string | null = node.parentId;
+    while (cursor) {
+      if (seen.has(cursor)) {
+        node.parentId = null;
+        break;
+      }
+      seen.add(cursor);
+      cursor = nodes.get(cursor)?.parentId ?? null;
+    }
+  }
+
+  for (const node of nodes.values()) {
+    node.childIds = [];
+  }
+  for (const node of nodes.values()) {
+    if (node.parentId) {
+      nodes.get(node.parentId)?.childIds.push(node.id);
+    }
+  }
+  for (const node of nodes.values()) {
+    node.childIds = sortedNodeIds(node.childIds, nodes);
+  }
+
+  const roots = sortedNodeIds(
+    [...nodes.values()].filter((node) => node.parentId === null).map((node) => node.id),
+    nodes,
+  );
+  const tree: NotionPickerNode[] = [];
+
+  function visit(nodeId: string, depth: number, pathPrefix: string[]): void {
+    const raw = nodes.get(nodeId);
+    if (!raw) {
+      return;
+    }
+    const path = [...pathPrefix, raw.title].join(' / ');
+    const node: NotionPickerNode = {
+      id: raw.id,
+      title: raw.title,
+      archived: raw.archived,
+      parentId: raw.parentId,
+      depth,
+      childIds: raw.childIds,
+      path,
+    };
+    tree.push(node);
+    for (const childId of raw.childIds) {
+      visit(childId, depth + 1, [...pathPrefix, raw.title]);
+    }
+  }
+
+  for (const rootId of roots) {
+    visit(rootId, 0, []);
+  }
+
+  return tree;
+}
+
+export function isAncestorChecked(nodeId: string, checked: Set<string>, byId: Map<string, NotionPickerNode>): boolean {
+  return ancestorsOf(nodeId, byId).some((ancestorId) => checked.has(ancestorId));
+}
+
+function checkedAncestor(nodeId: string, state: PickerState): NotionPickerNode | null {
+  for (const ancestorId of ancestorsOf(nodeId, state.byId)) {
+    if (state.checked.has(ancestorId)) {
+      return state.byId.get(ancestorId) ?? null;
+    }
+  }
+  return null;
+}
+
+export function canToggle(nodeId: string, state: PickerState): { ok: true } | { ok: false; reason: string } {
+  if (!state.byId.has(nodeId)) {
+    return { ok: false, reason: 'Page not found' };
+  }
+  const ancestor = checkedAncestor(nodeId, state);
+  if (ancestor) {
+    return { ok: false, reason: `Locked by '${ancestor.title}' - uncheck parent first` };
+  }
+  return { ok: true };
+}
+
+export function toggleChecked(state: PickerState, nodeId: string, now = Date.now()): PickerState {
+  const toggle = canToggle(nodeId, state);
+  if (!toggle.ok) {
+    return cloneState(state, {
+      transientHint: transientHint(toggle.reason, now),
+    });
+  }
+
+  const checked = new Set(state.checked);
+  if (checked.has(nodeId)) {
+    checked.delete(nodeId);
+  } else {
+    checked.add(nodeId);
+    for (const descendantId of descendantsOf(nodeId, state.byId)) {
+      checked.delete(descendantId);
+    }
+  }
+  return cloneState(state, { checked, transientHint: null });
+}
+
+export function flattenSelection(checked: Set<string>, byId: Map<string, NotionPickerNode>): string[] {
+  const result: string[] = [];
+  for (const node of byId.values()) {
+    if (checked.has(node.id) && !isAncestorChecked(node.id, checked, byId)) {
+      result.push(node.id);
+    }
+  }
+  return result;
+}
+
+export function filterTree(state: PickerState): { visibleIds: Set<string>; autoExpand: Set<string> } {
+  const matches = matchingIds(state);
+  if (state.search.query.trim().length === 0) {
+    return { visibleIds: matches, autoExpand: new Set() };
+  }
+
+  const visibleIds = new Set<string>();
+  const autoExpand = new Set<string>();
+  for (const matchId of matches) {
+    visibleIds.add(matchId);
+    for (const ancestorId of ancestorsOf(matchId, state.byId)) {
+      visibleIds.add(ancestorId);
+      autoExpand.add(ancestorId);
+    }
+  }
+  return { visibleIds, autoExpand };
+}
+
+export function visibleNodeIds(state: PickerState): string[] {
+  const { visibleIds, autoExpand } = filterTree(state);
+  const result: string[] = [];
+  const roots = state.tree.filter((node) => node.parentId === null).map((node) => node.id);
+
+  function visit(nodeId: string): void {
+    if (!visibleIds.has(nodeId)) {
+      return;
+    }
+    result.push(nodeId);
+    const node = state.byId.get(nodeId);
+    if (!node) {
+      return;
+    }
+    if (state.expanded.has(nodeId) || autoExpand.has(nodeId)) {
+      for (const childId of node.childIds) {
+        visit(childId);
+      }
+    }
+  }
+
+  for (const rootId of roots) {
+    visit(rootId);
+  }
+  return result;
+}
+
+export function selectAllVisible(state: PickerState): PickerState {
+  const candidates = state.search.query.trim().length > 0 ? matchingIds(state) : new Set(visibleNodeIds(state));
+  const checked = new Set(state.checked);
+
+  for (const node of state.tree) {
+    if (!candidates.has(node.id)) {
+      continue;
+    }
+    const hasCandidateAncestor = ancestorsOf(node.id, state.byId).some((ancestorId) => candidates.has(ancestorId));
+    if (!hasCandidateAncestor && !isAncestorChecked(node.id, checked, state.byId)) {
+      checked.add(node.id);
+      for (const descendantId of descendantsOf(node.id, state.byId)) {
+        checked.delete(descendantId);
+      }
+    }
+  }
+
+  return cloneState(state, {
+    checked: new Set(flattenSelection(checked, state.byId)),
+    transientHint: null,
+  });
+}
+
+export function selectNone(state: PickerState): PickerState {
+  return cloneState(state, { checked: new Set(), transientHint: null });
+}
+
+function setExpanded(state: PickerState, nodeId: string, value: boolean | 'toggle'): PickerState {
+  const expanded = new Set(state.expanded);
+  const nextValue = value === 'toggle' ? !expanded.has(nodeId) : value;
+  if (nextValue) {
+    expanded.add(nodeId);
+  } else {
+    expanded.delete(nodeId);
+  }
+  return cloneState(state, { expanded });
+}
+
+function expandPath(state: PickerState, nodeId: string): PickerState {
+  const expanded = new Set(state.expanded);
+  for (const ancestorId of ancestorsOf(nodeId, state.byId)) {
+    expanded.add(ancestorId);
+  }
+  return cloneState(state, { expanded });
+}
+
+export function moveCursor(state: PickerState, dir: 'up' | 'down' | 'left' | 'right'): PickerState {
+  const node = state.byId.get(state.cursorId);
+  if (!node) {
+    return state;
+  }
+
+  if (dir === 'left') {
+    if (node.childIds.length > 0 && state.expanded.has(node.id)) {
+      return setExpanded(state, node.id, false);
+    }
+    return node.parentId ? cloneState(state, { cursorId: node.parentId }) : state;
+  }
+
+  if (dir === 'right') {
+    if (node.childIds.length === 0) {
+      return state;
+    }
+    if (!state.expanded.has(node.id)) {
+      return setExpanded(state, node.id, true);
+    }
+    return cloneState(state, { cursorId: node.childIds[0] ?? node.id });
+  }
+
+  const ids = visibleNodeIds(state);
+  const index = ids.indexOf(state.cursorId);
+  if (index === -1) {
+    return ids[0] ? cloneState(state, { cursorId: ids[0] }) : state;
+  }
+  const nextIndex = dir === 'up' ? Math.max(0, index - 1) : Math.min(ids.length - 1, index + 1);
+  return cloneState(state, { cursorId: ids[nextIndex] ?? state.cursorId });
+}
+
+export function buildInitialState(args: {
+  tree: NotionPickerNode[];
+  existingRootPageIds: string[];
+  currentCrawlMode?: 'all_accessible' | 'selected_roots';
+}): PickerState {
+  const byId = new Map(args.tree.map((node) => [node.id, node]));
+  const checked = new Set<string>();
+  let staleCount = 0;
+
+  for (const rawId of args.existingRootPageIds) {
+    const id = normalizePageId(rawId);
+    if (byId.has(id)) {
+      checked.add(id);
+    } else {
+      staleCount += 1;
+    }
+  }
+
+  const minimalChecked = new Set(flattenSelection(checked, byId));
+  const expanded = new Set<string>();
+  for (const checkedId of minimalChecked) {
+    for (const ancestorId of ancestorsOf(checkedId, byId)) {
+      expanded.add(ancestorId);
+    }
+  }
+
+  return {
+    tree: args.tree,
+    byId,
+    expanded,
+    checked: minimalChecked,
+    cursorId: args.tree[0]?.id ?? '',
+    search: { editing: false, query: '' },
+    pendingConfirm: null,
+    preLoadWarnings: staleCount > 0 ? [`${staleCount} stored root_page_ids no longer visible`] : [],
+    transientHint: null,
+    currentCrawlMode: args.currentCrawlMode ?? 'selected_roots',
+  };
+}
+
+export function reducer(state: PickerState, cmd: PickerCommand, now = Date.now()): { next: PickerState; effect: PickerEffect } {
+  if (state.pendingConfirm) {
+    if (cmd === 'save-confirm') {
+      return { next: cloneState(state, { pendingConfirm: null }), effect: 'save' };
+    }
+    if (cmd === 'save-cancel') {
+      return { next: cloneState(state, { pendingConfirm: null }), effect: null };
+    }
+    if (cmd === 'quit') {
+      return { next: state, effect: 'quit-without-save' };
+    }
+    return { next: state, effect: null };
+  }
+
+  switch (cmd) {
+    case 'cursor-up':
+      return { next: moveCursor(state, 'up'), effect: null };
+    case 'cursor-down':
+      return { next: moveCursor(state, 'down'), effect: null };
+    case 'cursor-left':
+      return { next: moveCursor(state, 'left'), effect: null };
+    case 'cursor-right':
+      return { next: moveCursor(state, 'right'), effect: null };
+    case 'expand':
+      return { next: setExpanded(state, state.cursorId, 'toggle'), effect: null };
+    case 'collapse':
+      return { next: setExpanded(state, state.cursorId, false), effect: null };
+    case 'expand-all':
+      return {
+        next: cloneState(state, {
+          expanded: new Set(state.tree.filter((node) => node.childIds.length > 0).map((node) => node.id)),
+        }),
+        effect: null,
+      };
+    case 'collapse-all':
+      return { next: cloneState(state, { expanded: new Set() }), effect: null };
+    case 'toggle-check':
+      return { next: toggleChecked(state, state.cursorId, now), effect: null };
+    case 'select-all-visible':
+      return { next: selectAllVisible(state), effect: null };
+    case 'select-none':
+      return { next: selectNone(state), effect: null };
+    case 'clear-transient-hint':
+      return { next: clearExpiredTransientHint(state, now), effect: null };
+    case 'search-start':
+      return { next: cloneState(state, { search: { ...state.search, editing: true } }), effect: null };
+    case 'search-cancel':
+      return { next: cloneState(state, { search: { editing: false, query: '' } }), effect: null };
+    case 'search-submit':
+      return { next: cloneState(state, { search: { ...state.search, editing: false } }), effect: null };
+    case 'search-backspace':
+      return {
+        next: cloneState(state, { search: { ...state.search, query: state.search.query.slice(0, -1) } }),
+        effect: null,
+      };
+    case 'save-request':
+      if (state.checked.size === 0) {
+        return {
+          next: cloneState(state, {
+            transientHint: transientHint('Select at least one page or press q to quit', now),
+          }),
+          effect: null,
+        };
+      }
+      if (state.currentCrawlMode === 'all_accessible') {
+        return { next: cloneState(state, { pendingConfirm: 'mode-switch' }), effect: null };
+      }
+      return { next: state, effect: 'save' };
+    case 'save-confirm':
+      return { next: state, effect: 'save' };
+    case 'save-cancel':
+      return { next: state, effect: null };
+    case 'quit':
+      return { next: state, effect: 'quit-without-save' };
+    default:
+      return { next: cloneState(state, { search: { ...state.search, query: state.search.query + cmd.value } }), effect: null };
+  }
+}

packages/cli/src/commands/connection-notion-tui.test.tsx

@@ -0,0 +1,384 @@
+/* @jsxImportSource react */
+import { render as renderInkTest } from 'ink-testing-library';
+import React, { act, type ReactNode } from 'react';
+import { afterEach, describe, expect, it, vi } from 'vitest';
+import { buildInitialState, buildPickerTree, type NotionPickerPageInput } from './connection-notion-tree.js';
+import {
+  NotionPickerApp,
+  notionPickerCommandForInkInput,
+  renderNotionPickerTui,
+  resolveNotionPickerWidth,
+  sanitizeNotionPickerTuiError,
+  windowItems,
+  windowOffset,
+  type NotionPickerInkInstance,
+  type NotionPickerInkRenderOptions,
+} from './connection-notion-tui.js';
+
+const IDS = {
+  engineering: '11111111-1111-1111-1111-111111111111',
+  architecture: '22222222-2222-2222-2222-222222222222',
+  marketing: '33333333-3333-3333-3333-333333333333',
+  finance: '44444444-4444-4444-4444-444444444444',
+  ops: '55555555-5555-5555-5555-555555555555',
+  sales: '66666666-6666-6666-6666-666666666666',
+  support: '77777777-7777-7777-7777-777777777777',
+  product: '88888888-8888-8888-8888-888888888888',
+  design: '99999999-9999-9999-9999-999999999999',
+};
+
+function pages(): NotionPickerPageInput[] {
+  return [
+    { id: IDS.engineering, title: 'Engineering Docs', archived: false, parentId: null },
+    { id: IDS.architecture, title: 'Architecture', archived: false, parentId: IDS.engineering },
+    { id: IDS.marketing, title: 'Marketing', archived: false, parentId: null },
+  ];
+}
+
+function manyPages(): NotionPickerPageInput[] {
+  return [
+    { id: IDS.engineering, title: 'Engineering Docs', archived: false, parentId: null },
+    { id: IDS.architecture, title: 'Architecture', archived: false, parentId: IDS.engineering },
+    { id: IDS.marketing, title: 'Marketing', archived: false, parentId: null },
+    { id: IDS.finance, title: 'Finance', archived: false, parentId: null },
+    { id: IDS.ops, title: 'Operations', archived: false, parentId: null },
+    { id: IDS.sales, title: 'Sales', archived: false, parentId: null },
+    { id: IDS.support, title: 'Support', archived: false, parentId: null },
+    { id: IDS.product, title: 'Product', archived: false, parentId: null },
+    { id: IDS.design, title: 'Design', archived: false, parentId: null },
+  ];
+}
+
+function state(mode: 'all_accessible' | 'selected_roots' = 'selected_roots') {
+  return buildInitialState({
+    tree: buildPickerTree(pages()),
+    existingRootPageIds: [],
+    currentCrawlMode: mode,
+  });
+}
+
+async function waitForInkInput(): Promise<void> {
+  await new Promise((resolve) => setTimeout(resolve, 10));
+}
+
+function fakeInkInstance(): NotionPickerInkInstance {
+  return {
+    rerender: vi.fn(),
+    unmount: vi.fn(),
+    waitUntilExit: vi.fn(async () => undefined),
+  };
+}
+
+function normalizeFrameWrap(frame: string | undefined): string {
+  return frame?.replace(/\n/g, ' ') ?? '';
+}
+
+afterEach(() => {
+  vi.useRealTimers();
+});
+
+describe('notionPickerCommandForInkInput', () => {
+  it('maps browse, search, and confirm input to reducer commands', () => {
+    expect(notionPickerCommandForInkInput('', { downArrow: true }, state().search, null)).toBe('cursor-down');
+    expect(notionPickerCommandForInkInput('', { upArrow: true }, state().search, null)).toBe('cursor-up');
+    expect(notionPickerCommandForInkInput('', { rightArrow: true }, state().search, null)).toBe('cursor-right');
+    expect(notionPickerCommandForInkInput('', { leftArrow: true }, state().search, null)).toBe('cursor-left');
+    expect(notionPickerCommandForInkInput(' ', {}, state().search, null)).toBe('toggle-check');
+    expect(notionPickerCommandForInkInput('/', {}, state().search, null)).toBe('search-start');
+    expect(notionPickerCommandForInkInput('a', {}, state().search, null)).toBe('select-all-visible');
+    expect(notionPickerCommandForInkInput('n', {}, state().search, null)).toBe('select-none');
+    expect(notionPickerCommandForInkInput('s', {}, state().search, null)).toBe('save-request');
+    expect(notionPickerCommandForInkInput('q', {}, state().search, null)).toBe('quit');
+    expect(notionPickerCommandForInkInput('c', { ctrl: true }, state().search, null)).toBe('quit');
+
+    expect(notionPickerCommandForInkInput('x', {}, { editing: true, query: '' }, null)).toEqual({
+      type: 'search-input',
+      value: 'x',
+    });
+    expect(notionPickerCommandForInkInput('', { backspace: true }, { editing: true, query: 'x' }, null)).toBe(
+      'search-backspace',
+    );
+    expect(notionPickerCommandForInkInput('', { return: true }, { editing: true, query: 'x' }, null)).toBe(
+      'search-submit',
+    );
+    expect(notionPickerCommandForInkInput('', { escape: true }, { editing: true, query: 'x' }, null)).toBe(
+      'search-cancel',
+    );
+
+    expect(notionPickerCommandForInkInput('y', {}, state().search, 'mode-switch')).toBe('save-confirm');
+    expect(notionPickerCommandForInkInput('', { return: true }, state().search, 'mode-switch')).toBe('save-confirm');
+    expect(notionPickerCommandForInkInput('n', {}, state().search, 'mode-switch')).toBe('save-cancel');
+  });
+});
+
+describe('window helpers', () => {
+  it('centers the selected row and returns the visible slice', () => {
+    expect(windowOffset(20, 10, 5)).toBe(8);
+    expect(windowItems(['a', 'b', 'c', 'd', 'e'], 3, 3)).toEqual({ items: ['c', 'd', 'e'], offset: 2 });
+  });
+
+  it('clamps picker width to the design rule', () => {
+    expect(resolveNotionPickerWidth(200)).toBe(120);
+    expect(resolveNotionPickerWidth(100)).toBe(96);
+    expect(resolveNotionPickerWidth(50)).toBe(60);
+    expect(resolveNotionPickerWidth(undefined)).toBe(96);
+  });
+});
+
+describe('NotionPickerApp', () => {
+  it('renders spec banners, row glyphs, search visibility, and hint text', () => {
+    const initialState = {
+      ...state('all_accessible'),
+      preLoadWarnings: ['1 stored root_page_ids no longer visible'],
+    };
+    const { lastFrame } = renderInkTest(
+      <NotionPickerApp
+        initialState={initialState}
+        connectionId="notion-main"
+        workspaceLabel="Design Workspace"
+        cappedAtCount={5000}
+        currentCrawlMode="all_accessible"
+        terminalRows={24}
+        terminalWidth={100}
+        onExit={vi.fn()}
+      />,
+    );
+
+    const frame = lastFrame() ?? '';
+    expect(frame).toContain('Notion pages visible to integration "Design Workspace"');
+    expect(frame).toContain('5000-page cap reached - some pages not shown');
+    expect(frame).toContain('1 stored root_page_ids no longer visible - they will be removed if you save');
+    expect(frame).toContain('▸ [ ] Engineering Docs ▸ (1)');
+    expect(frame).toContain('  [ ] Marketing');
+    expect(frame).not.toContain('Search ready: -');
+    expect(frame).toContain('space toggle · enter expand · / search · a all · n none · s save & exit · q quit');
+  });
+
+  it('renders partial discovery warnings without stale-root save suffix', () => {
+    const initialState = {
+      ...state(),
+      preLoadWarnings: ['Notion search stopped early: rate limit after first page'],
+    };
+    const { lastFrame } = renderInkTest(
+      <NotionPickerApp
+        initialState={initialState}
+        connectionId="notion-main"
+        workspaceLabel="Design Workspace"
+        cappedAtCount={null}
+        currentCrawlMode="selected_roots"
+        terminalRows={24}
+        terminalWidth={100}
+        onExit={vi.fn()}
+      />,
+    );
+
+    const frame = lastFrame() ?? '';
+    expect(frame).toContain('Notion search stopped early: rate limit after first page');
+    expect(frame).not.toContain(
+      'Notion search stopped early: rate limit after first page - they will be removed if you save',
+    );
+  });
+
+  it('renders checked parents and locked descendants with the locked design glyphs', () => {
+    const initialState = {
+      ...state(),
+      checked: new Set([IDS.engineering]),
+      expanded: new Set([IDS.engineering]),
+    };
+    const { lastFrame } = renderInkTest(
+      <NotionPickerApp
+        initialState={initialState}
+        connectionId="notion-main"
+        workspaceLabel="Design Workspace"
+        cappedAtCount={null}
+        currentCrawlMode="selected_roots"
+        terminalRows={24}
+        terminalWidth={100}
+        onExit={vi.fn()}
+      />,
+    );
+
+    const frame = lastFrame() ?? '';
+    expect(frame).toContain('▸ [×] Engineering Docs ▾');
+    expect(frame).toContain('  [~]   Architecture');
+  });
+
+  it('supports keyboard selection, all_accessible confirmation, and save callback', async () => {
+    const onExit = vi.fn();
+    const { stdin, lastFrame } = renderInkTest(
+      <NotionPickerApp
+        initialState={state('all_accessible')}
+        connectionId="notion-main"
+        workspaceLabel="Design Workspace"
+        cappedAtCount={null}
+        currentCrawlMode="all_accessible"
+        terminalRows={24}
+        terminalWidth={100}
+        onExit={onExit}
+      />,
+    );
+
+    stdin.write(' ');
+    await waitForInkInput();
+    expect(lastFrame()).toContain('[×] Engineering Docs');
+
+    stdin.write('s');
+    await waitForInkInput();
+    expect(normalizeFrameWrap(lastFrame())).toContain(
+      'Save will switch crawl_mode all_accessible -> selected_roots and limit ingest to 1 selected page. [y] confirm  [esc] back',
+    );
+
+    stdin.write('y');
+    await waitForInkInput();
+    expect(onExit).toHaveBeenCalledWith({ kind: 'save', rootPageIds: [IDS.engineering] });
+  });
+
+  it('removes transient hints after their expiry time', async () => {
+    vi.useFakeTimers();
+    const onExit = vi.fn();
+    const { stdin, lastFrame } = renderInkTest(
+      <NotionPickerApp
+        initialState={state()}
+        connectionId="notion-main"
+        workspaceLabel="Design Workspace"
+        cappedAtCount={null}
+        currentCrawlMode="selected_roots"
+        terminalRows={24}
+        terminalWidth={100}
+        onExit={onExit}
+      />,
+    );
+
+    await act(async () => {
+      stdin.write('s');
+      await vi.advanceTimersByTimeAsync(10);
+    });
+    expect(lastFrame()).toContain('Select at least one page or press q to quit');
+
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(2500);
+    });
+    expect(lastFrame()).not.toContain('Select at least one page or press q to quit');
+    expect(onExit).not.toHaveBeenCalled();
+  });
+
+  it('renders row-window overflow indicators when the visible list is clipped', async () => {
+    const onExit = vi.fn();
+    const initialState = buildInitialState({
+      tree: buildPickerTree(manyPages()),
+      existingRootPageIds: [],
+      currentCrawlMode: 'selected_roots',
+    });
+    initialState.expanded = new Set([IDS.engineering]);
+    const { stdin, lastFrame } = renderInkTest(
+      <NotionPickerApp
+        initialState={initialState}
+        connectionId="notion-main"
+        workspaceLabel="Design Workspace"
+        cappedAtCount={null}
+        currentCrawlMode="selected_roots"
+        terminalRows={13}
+        terminalWidth={100}
+        onExit={onExit}
+      />,
+    );
+
+    expect(lastFrame()).toContain('↓ 4 more');
+
+    stdin.write('\u001B[B');
+    stdin.write('\u001B[B');
+    stdin.write('\u001B[B');
+    stdin.write('\u001B[B');
+    await waitForInkInput();
+
+    const frame = lastFrame() ?? '';
+    expect(frame).toContain('↑ ');
+    expect(frame).toContain('↓ ');
+    expect(onExit).not.toHaveBeenCalled();
+  });
+
+  it('returns quit without saving', async () => {
+    const onExit = vi.fn();
+    const { stdin } = renderInkTest(
+      <NotionPickerApp
+        initialState={state()}
+        connectionId="notion-main"
+        workspaceLabel="Design Workspace"
+        cappedAtCount={null}
+        currentCrawlMode="selected_roots"
+        terminalRows={24}
+        terminalWidth={100}
+        onExit={onExit}
+      />,
+    );
+
+    stdin.write('q');
+    await waitForInkInput();
+    expect(onExit).toHaveBeenCalledWith({ kind: 'quit' });
+  });
+});
+
+describe('renderNotionPickerTui', () => {
+  it('returns the app result from the Ink runtime', async () => {
+    const io = {
+      stdin: { isTTY: true, setRawMode: vi.fn() },
+      stdout: { isTTY: true, columns: 100, rows: 24, write: vi.fn() },
+      stderr: { write: vi.fn() },
+    };
+    const renderInk = vi.fn((_tree: ReactNode, _options: NotionPickerInkRenderOptions) => fakeInkInstance());
+
+    await expect(
+      renderNotionPickerTui(
+        {
+          initialState: state(),
+          connectionId: 'notion-main',
+          workspaceLabel: 'Design Workspace',
+          cappedAtCount: null,
+          currentCrawlMode: 'selected_roots',
+        },
+        io,
+        { renderInk },
+      ),
+    ).resolves.toEqual({ kind: 'quit' });
+    expect(renderInk).toHaveBeenCalledOnce();
+  });
+
+  it('sanitizes render errors and tells the user to use no-input mode', async () => {
+    expect(sanitizeNotionPickerTuiError(new Error('token=secret https://api.notion.com/v1/search'))).toBe(
+      '[redacted] [redacted-url]',
+    );
+  });
+
+  it('falls back to quit with a scripted-mode hint when Ink cannot initialize', async () => {
+    let stderr = '';
+    const io = {
+      stdin: { isTTY: false, setRawMode: vi.fn() },
+      stdout: { isTTY: false, columns: 100, rows: 24, write: vi.fn() },
+      stderr: {
+        write(chunk: string) {
+          stderr += chunk;
+        },
+      },
+    };
+
+    await expect(
+      renderNotionPickerTui(
+        {
+          initialState: state(),
+          connectionId: 'notion-main',
+          workspaceLabel: 'Design Workspace',
+          cappedAtCount: null,
+          currentCrawlMode: 'selected_roots',
+        },
+        io,
+        {
+          renderInk: vi.fn(() => {
+            throw new Error('token=secret');
+          }),
+        },
+      ),
+    ).resolves.toEqual({ kind: 'quit' });
+    expect(stderr).toContain('Use --no-input --root-page-id <UUID> for scripted mode');
+    expect(stderr).not.toContain('secret');
+  });
+});

packages/cli/src/commands/connection-notion-tui.tsx

@@ -0,0 +1,338 @@
+/* @jsxImportSource react */
+import { Box, Text, render as renderInkRuntime, useApp, useInput } from 'ink';
+import React, { type ReactNode, useEffect, useMemo, useRef, useState } from 'react';
+import {
+  filterTree,
+  flattenSelection,
+  isAncestorChecked,
+  reducer,
+  visibleNodeIds,
+  type PickerCommand,
+  type PickerState,
+} from './connection-notion-tree.js';
+import type { KloCliIo } from '../index.js';
+
+const COLOR_THEME = {
+  text: 'white',
+  muted: 'gray',
+  active: 'cyan',
+  warning: 'yellow',
+} as const;
+
+const NO_COLOR_THEME = {
+  text: 'white',
+  muted: 'white',
+  active: 'white',
+  warning: 'white',
+} as const;
+
+type NotionPickerTheme = Record<keyof typeof COLOR_THEME, string>;
+
+export interface NotionPickerTuiIo extends KloCliIo {
+  stdin?: { isTTY?: boolean; setRawMode?(value: boolean): void };
+  stdout: KloCliIo['stdout'] & { isTTY?: boolean; columns?: number; rows?: number };
+}
+
+interface InkKey {
+  leftArrow?: boolean;
+  rightArrow?: boolean;
+  upArrow?: boolean;
+  downArrow?: boolean;
+  return?: boolean;
+  escape?: boolean;
+  ctrl?: boolean;
+  backspace?: boolean;
+  delete?: boolean;
+}
+
+export type PickerRenderResult = { kind: 'save'; rootPageIds: string[] } | { kind: 'quit' };
+
+export interface PickerRenderInput {
+  initialState: PickerState;
+  connectionId: string;
+  workspaceLabel: string;
+  cappedAtCount: number | null;
+  currentCrawlMode: 'all_accessible' | 'selected_roots';
+}
+
+interface NotionPickerAppProps extends PickerRenderInput {
+  terminalRows?: number;
+  terminalWidth?: number;
+  env?: NodeJS.ProcessEnv;
+  onExit(result: PickerRenderResult): void;
+}
+
+export interface NotionPickerInkInstance {
+  rerender(tree: ReactNode): void;
+  unmount(): void;
+  waitUntilExit(): Promise<void>;
+}
+
+export interface NotionPickerInkRenderOptions {
+  stdin?: NotionPickerTuiIo['stdin'];
+  stdout: NotionPickerTuiIo['stdout'];
+  stderr: NotionPickerTuiIo['stderr'];
+  exitOnCtrlC: boolean;
+  patchConsole: boolean;
+  maxFps: number;
+  alternateScreen: boolean;
+}
+
+function resolveTheme(env: NodeJS.ProcessEnv = process.env): NotionPickerTheme {
+  return env.NO_COLOR || env.TERM === 'dumb' ? NO_COLOR_THEME : COLOR_THEME;
+}
+
+export function resolveNotionPickerWidth(columns: number | undefined): number {
+  const resolvedColumns = columns ?? 100;
+  return Math.max(60, Math.min(120, resolvedColumns - 4));
+}
+
+function staleWarningText(warning: string): string {
+  return warning.includes('stored root_page_ids no longer visible')
+    ? `${warning} - they will be removed if you save`
+    : warning;
+}
+
+function selectedPageCountText(count: number): string {
+  return `${count} selected ${count === 1 ? 'page' : 'pages'}`;
+}
+
+function rowMatchesSearch(state: PickerState, nodeId: string): boolean {
+  const query = state.search.query.trim().toLocaleLowerCase();
+  if (!query) {
+    return false;
+  }
+  const node = state.byId.get(nodeId);
+  if (!node) {
+    return false;
+  }
+  return node.title.toLocaleLowerCase().includes(query) || node.path.toLocaleLowerCase().includes(query);
+}
+
+export function sanitizeNotionPickerTuiError(error: unknown): string {
+  const message = error instanceof Error ? error.message : String(error);
+  return message
+    .replace(/[a-z][a-z0-9+.-]*:\/\/[^\s]+/gi, '[redacted-url]')
+    .replace(/\b(api[_-]?key|password|token|secret)=\S+/gi, '[redacted]');
+}
+
+export function windowOffset(count: number, selected: number, visible: number): number {
+  if (count <= visible) return 0;
+  return Math.max(0, Math.min(count - visible, selected - Math.floor(visible / 2)));
+}
+
+export function windowItems<T>(items: T[], selected: number, visible: number): { items: T[]; offset: number } {
+  const offset = windowOffset(items.length, selected, visible);
+  return { items: items.slice(offset, offset + visible), offset };
+}
+
+function truncateText(value: string, width: number): string {
+  if (value.length <= width) return value;
+  if (width <= 3) return value.slice(0, width);
+  return `${value.slice(0, width - 3)}...`;
+}
+
+export function notionPickerCommandForInkInput(
+  input: string,
+  key: InkKey,
+  search: PickerState['search'],
+  pendingConfirm: PickerState['pendingConfirm'],
+): PickerCommand | null {
+  if (pendingConfirm) {
+    if (input === 'y' || key.return) return 'save-confirm';
+    if (input === 'n' || key.escape) return 'save-cancel';
+    if (key.ctrl === true && input === 'c') return 'quit';
+    return null;
+  }
+  if (search.editing) {
+    if (key.escape) return 'search-cancel';
+    if (key.return) return 'search-submit';
+    if (key.backspace || key.delete) return 'search-backspace';
+    if (key.downArrow) return 'cursor-down';
+    if (key.upArrow) return 'cursor-up';
+    if (input.length === 1 && input >= ' ' && input !== '\u007f') return { type: 'search-input', value: input };
+    return null;
+  }
+  if (key.ctrl === true && input === 'c') return 'quit';
+  if (key.upArrow) return 'cursor-up';
+  if (key.downArrow) return 'cursor-down';
+  if (key.leftArrow) return 'cursor-left';
+  if (key.rightArrow) return 'cursor-right';
+  if (key.return) return 'expand';
+  if (input === ' ') return 'toggle-check';
+  if (input === '/') return 'search-start';
+  if (input === 'a') return 'select-all-visible';
+  if (input === 'n') return 'select-none';
+  if (input === 's') return 'save-request';
+  if (input === 'q' || key.escape) return 'quit';
+  return null;
+}
+
+function PickerRow(props: { state: PickerState; nodeId: string; width: number; theme: NotionPickerTheme }): ReactNode {
+  const node = props.state.byId.get(props.nodeId);
+  if (!node) return null;
+  const focused = props.state.cursorId === node.id;
+  const locked = isAncestorChecked(node.id, props.state.checked, props.state.byId);
+  const checked = props.state.checked.has(node.id);
+  const glyph = locked ? '[~]' : checked ? '[×]' : '[ ]';
+  const children =
+    node.childIds.length > 0 ? (props.state.expanded.has(node.id) ? ' ▾' : ` ▸ (${node.childIds.length})`) : '';
+  const prefix = `${focused ? '▸' : ' '} ${glyph} ${' '.repeat(node.depth * 2)}`;
+  const color = focused ? props.theme.active : locked || node.archived ? props.theme.muted : props.theme.text;
+  const title = truncateText(`${node.title}${children}`, Math.max(10, props.width - prefix.length));
+  const inverse = rowMatchesSearch(props.state, node.id);
+
+  return (
+    <Text color={color} strikethrough={node.archived}>
+      {prefix}
+      <Text inverse={inverse}>{title}</Text>
+    </Text>
+  );
+}
+
+export function NotionPickerApp(props: NotionPickerAppProps): ReactNode {
+  const app = useApp();
+  const [state, setState] = useState(props.initialState);
+  const stateRef = useRef(state);
+  const theme = useMemo(() => resolveTheme(props.env), [props.env]);
+  const visibleIds = visibleNodeIds(state);
+  const selectedIndex = Math.max(0, visibleIds.indexOf(state.cursorId));
+  const reservedRows = state.pendingConfirm === 'mode-switch' ? 9 : 8;
+  const visibleRows = Math.max(5, Math.min(20, (props.terminalRows ?? 24) - reservedRows));
+  const rows = windowItems(visibleIds, selectedIndex, visibleRows);
+  const hiddenAbove = rows.offset;
+  const hiddenBelow = Math.max(0, visibleIds.length - rows.offset - rows.items.length);
+  const searchMatchCount = filterTree(state).visibleIds.size;
+  const width = resolveNotionPickerWidth(props.terminalWidth);
+  const showSearch = state.search.editing || state.search.query.trim().length > 0;
+  const selectedCount = flattenSelection(state.checked, state.byId).length;
+
+  stateRef.current = state;
+
+  useEffect(() => {
+    const hint = state.transientHint;
+    if (!hint) {
+      return;
+    }
+
+    const clearHint = () => {
+      setState((current) => {
+        const { next } = reducer(current, 'clear-transient-hint');
+        stateRef.current = next;
+        return next;
+      });
+    };
+    const delay = hint.expiresAt - Date.now();
+    if (delay <= 0) {
+      clearHint();
+      return;
+    }
+
+    const timeout = setTimeout(clearHint, delay);
+
+    return () => clearTimeout(timeout);
+  }, [state.transientHint?.expiresAt]);
+
+  useInput((input, key) => {
+    const command = notionPickerCommandForInkInput(input, key, stateRef.current.search, stateRef.current.pendingConfirm);
+    if (!command) {
+      return;
+    }
+    const { next, effect } = reducer(stateRef.current, command);
+    stateRef.current = next;
+    setState(next);
+    if (effect === 'save') {
+      props.onExit({ kind: 'save', rootPageIds: flattenSelection(next.checked, next.byId) });
+      app.exit();
+      return;
+    }
+    if (effect === 'quit-without-save') {
+      props.onExit({ kind: 'quit' });
+      app.exit();
+    }
+  });
+
+  return (
+    <Box flexDirection="column">
+      <Text color={theme.active}>Notion pages visible to integration "{props.workspaceLabel}"</Text>
+      {props.cappedAtCount ? <Text color={theme.warning}>{props.cappedAtCount}-page cap reached - some pages not shown</Text> : null}
+      {state.preLoadWarnings.map((warning) => (
+        <Text key={warning} color={theme.warning}>
+          {staleWarningText(warning)}
+        </Text>
+      ))}
+      {showSearch ? (
+        <Text color={theme.muted}>
+          / {state.search.query}
+          {state.search.editing ? '█' : ''} ({searchMatchCount} matches)
+        </Text>
+      ) : null}
+      <Box flexDirection="column">
+        {hiddenAbove > 0 ? <Text color={theme.muted}>↑ {hiddenAbove} more</Text> : null}
+        {rows.items.map((nodeId) => (
+          <PickerRow key={nodeId} state={state} nodeId={nodeId} width={width} theme={theme} />
+        ))}
+        {hiddenBelow > 0 ? <Text color={theme.muted}>↓ {hiddenBelow} more</Text> : null}
+      </Box>
+      {state.pendingConfirm === 'mode-switch' ? (
+        <Text color={theme.warning}>
+          Save will switch crawl_mode all_accessible -&gt; selected_roots and limit ingest to{' '}
+          {selectedPageCountText(selectedCount)}. [y] confirm  [esc] back
+        </Text>
+      ) : null}
+      {state.transientHint ? <Text color={theme.warning}>{state.transientHint.text}</Text> : null}
+      <Text color={theme.muted}>space toggle · enter expand · / search · a all · n none · s save &amp; exit · q quit</Text>
+    </Box>
+  );
+}
+
+function renderInk(tree: ReactNode, options: NotionPickerInkRenderOptions): NotionPickerInkInstance {
+  return renderInkRuntime(tree, {
+    stdin: options.stdin as NodeJS.ReadStream | undefined,
+    stdout: options.stdout as NodeJS.WriteStream,
+    stderr: options.stderr as NodeJS.WriteStream,
+    exitOnCtrlC: options.exitOnCtrlC,
+    patchConsole: options.patchConsole,
+    maxFps: options.maxFps,
+    alternateScreen: options.alternateScreen,
+  }) as NotionPickerInkInstance;
+}
+
+export async function renderNotionPickerTui(
+  input: PickerRenderInput,
+  io: NotionPickerTuiIo,
+  options: { renderInk?: (tree: ReactNode, options: NotionPickerInkRenderOptions) => NotionPickerInkInstance } = {},
+): Promise<PickerRenderResult> {
+  let result: PickerRenderResult = { kind: 'quit' };
+  let instance: NotionPickerInkInstance | null = null;
+  try {
+    instance = (options.renderInk ?? renderInk)(
+      <NotionPickerApp
+        {...input}
+        terminalRows={(io.stdout as { rows?: number }).rows ?? process.stdout.rows ?? 24}
+        terminalWidth={io.stdout.columns ?? process.stdout.columns}
+        onExit={(next) => {
+          result = next;
+          instance?.unmount();
+        }}
+      />,
+      {
+        stdin: io.stdin,
+        stdout: io.stdout,
+        stderr: io.stderr,
+        exitOnCtrlC: false,
+        patchConsole: false,
+        maxFps: 30,
+        alternateScreen: true,
+      },
+    );
+    await instance.waitUntilExit();
+    instance.unmount();
+    return result;
+  } catch (error) {
+    io.stderr.write(
+      `Notion picker requires a TTY. Use --no-input --root-page-id <UUID> for scripted mode. ${sanitizeNotionPickerTuiError(error)}\n`,
+    );
+    return { kind: 'quit' };
+  }
+}

packages/cli/src/commands/connection-notion.test.ts

@@ -0,0 +1,466 @@
+import { mkdtemp, readFile, rm } from 'node:fs/promises';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import {
+  initKloProject,
+  loadKloProject,
+  serializeKloProjectConfig,
+  type KloProjectConfig,
+} from '@klo/context/project';
+import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
+import {
+  applyNotionPickerWriteback,
+  discoverNotionPickerPages,
+  notionPickerPageFromSearchResult,
+  normalizeNotionPageId,
+  resolveNotionWorkspaceLabel,
+  runKloConnectionNotion,
+  type NotionPickerApi,
+  type PickerRenderInput,
+  type PickerRenderResult,
+} from './connection-notion.js';
+
+function makeIo() {
+  let stdout = '';
+  let stderr = '';
+  return {
+    io: {
+      stdout: {
+        write: (chunk: string) => {
+          stdout += chunk;
+        },
+      },
+      stderr: {
+        write: (chunk: string) => {
+          stderr += chunk;
+        },
+      },
+    },
+    stdout: () => stdout,
+    stderr: () => stderr,
+  };
+}
+
+type FakeNotionSearchPage = Record<string, unknown> & { id: string; object: 'page' };
+
+const PAGE_IDS = {
+  engineering: '11111111-1111-1111-1111-111111111111',
+  architecture: '22222222-2222-2222-2222-222222222222',
+  stale: '99999999-9999-9999-9999-999999999999',
+};
+
+function notionPage(id: string, title: string, parentId: string | null = null): FakeNotionSearchPage {
+  return {
+    object: 'page',
+    id,
+    archived: false,
+    parent: parentId ? { type: 'page_id', page_id: parentId } : { type: 'workspace', workspace: true },
+    properties: {
+      title: {
+        type: 'title',
+        title: [{ plain_text: title }],
+      },
+    },
+  };
+}
+
+function fakeNotionApi(pages: FakeNotionSearchPage[]): NotionPickerApi {
+  return {
+    search: vi.fn(async (_filterValue, startCursor) => {
+      if (startCursor === 'page-2') {
+        return { results: pages.slice(2), hasMore: false, nextCursor: null };
+      }
+      return {
+        results: pages.slice(0, 2),
+        hasMore: pages.length > 2,
+        nextCursor: pages.length > 2 ? 'page-2' : null,
+      };
+    }),
+    retrieveBotUser: vi.fn(async () => ({ name: 'Notion bot', bot: { workspace_name: 'Design Workspace' } })),
+  };
+}
+
+describe('normalizeNotionPageId', () => {
+  it('accepts dashed and compact UUIDs', () => {
+    expect(normalizeNotionPageId('11111111222233334444555555555555')).toBe(
+      '11111111-2222-3333-4444-555555555555',
+    );
+    expect(normalizeNotionPageId('AAAAAAAA-BBBB-CCCC-DDDD-EEEEEEEEEEEE')).toBe(
+      'aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee',
+    );
+  });
+});
+
+describe('runKloConnectionNotion', () => {
+  let tempDir: string;
+
+  beforeEach(async () => {
+    tempDir = await mkdtemp(join(tmpdir(), 'klo-cli-notion-pick-'));
+  });
+
+  afterEach(async () => {
+    await rm(tempDir, { recursive: true, force: true });
+  });
+
+  async function writeProjectConfig(projectDir: string, config: KloProjectConfig): Promise<void> {
+    const project = await loadKloProject({ projectDir });
+    await project.fileStore.writeFile(
+      'klo.yaml',
+      serializeKloProjectConfig(config),
+      'klo',
+      'klo@example.com',
+      'seed test config',
+    );
+  }
+
+  it('rejects unsafe connection ids before loading a project', async () => {
+    const io = makeIo();
+    const loadProject = vi.fn(async () => {
+      throw new Error('loadProject should not be called');
+    });
+
+    await expect(
+      runKloConnectionNotion(
+        {
+          command: 'pick',
+          projectDir: '/tmp/project',
+          connectionId: '../evil',
+          mode: 'interactive',
+        },
+        io.io,
+        { loadProject },
+      ),
+    ).resolves.toBe(1);
+
+    expect(loadProject).not.toHaveBeenCalled();
+    expect(io.stderr()).toContain('Unsafe connection id: ../evil');
+  });
+
+  it('writes selected root_page_ids while preserving every other Notion connection field', async () => {
+    const projectDir = join(tempDir, 'project');
+    const initialized = await initKloProject({ projectDir, projectName: 'warehouse' });
+    await writeProjectConfig(projectDir, {
+      ...initialized.config,
+      connections: {
+        'notion-main': {
+          driver: 'notion',
+          auth_token_ref: 'env:NOTION_TOKEN',
+          crawl_mode: 'all_accessible',
+          root_page_ids: ['99999999-9999-9999-9999-999999999999'],
+          root_database_ids: ['database-1'],
+          root_data_source_ids: ['data-source-1'],
+          max_pages_per_run: 12,
+          max_knowledge_creates_per_run: 2,
+          max_knowledge_updates_per_run: 7,
+          last_successful_cursor: '{"phase":"all_accessible_pages","cursor":"cursor-1"}',
+          unknown_future_field: 'keep-me',
+        },
+      },
+    });
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionNotion(
+        {
+          command: 'pick',
+          projectDir,
+          connectionId: 'notion-main',
+          mode: 'non-interactive',
+          rootPageIds: [
+            '11111111-2222-3333-4444-555555555555',
+            '66666666-7777-8888-9999-aaaaaaaaaaaa',
+          ],
+        },
+        io.io,
+      ),
+    ).resolves.toBe(0);
+
+    const yaml = await readFile(join(projectDir, 'klo.yaml'), 'utf-8');
+    expect(yaml).toContain('crawl_mode: selected_roots');
+    expect(yaml).toContain('root_page_ids:');
+    expect(yaml).toContain('11111111-2222-3333-4444-555555555555');
+    expect(yaml).toContain('66666666-7777-8888-9999-aaaaaaaaaaaa');
+    expect(yaml).toContain('root_database_ids:');
+    expect(yaml).toContain('database-1');
+    expect(yaml).toContain('root_data_source_ids:');
+    expect(yaml).toContain('data-source-1');
+    expect(yaml).toContain('last_successful_cursor: \'{"phase":"all_accessible_pages","cursor":"cursor-1"}\'');
+    expect(yaml).toContain('unknown_future_field: keep-me');
+    expect(io.stdout()).toContain('Connection: notion-main');
+    expect(io.stdout()).toContain('rootPageIds: 2');
+    expect(io.stdout()).toContain('crawlMode: selected_roots');
+  });
+
+  it('rejects empty writeback, missing connections, and non-Notion connections', async () => {
+    const projectDir = join(tempDir, 'project');
+    const initialized = await initKloProject({ projectDir, projectName: 'warehouse' });
+    await writeProjectConfig(projectDir, {
+      ...initialized.config,
+      connections: {
+        warehouse: {
+          driver: 'postgres',
+          url: 'env:DATABASE_URL',
+          readonly: true,
+        },
+      },
+    });
+    const project = await loadKloProject({ projectDir });
+
+    await expect(applyNotionPickerWriteback(project, 'warehouse', [])).rejects.toThrow(
+      'connection notion pick requires at least one root page id',
+    );
+    await expect(
+      applyNotionPickerWriteback(project, 'missing', ['11111111-2222-3333-4444-555555555555']),
+    ).rejects.toThrow('Connection "missing" not found');
+    await expect(
+      applyNotionPickerWriteback(project, 'warehouse', ['11111111-2222-3333-4444-555555555555']),
+    ).rejects.toThrow('Connection "warehouse" is not a Notion connection');
+  });
+
+  it('extracts picker page inputs from Notion search results', () => {
+    expect(notionPickerPageFromSearchResult(notionPage(PAGE_IDS.architecture, 'Architecture', PAGE_IDS.engineering)))
+      .toEqual({
+        id: PAGE_IDS.architecture,
+        title: 'Architecture',
+        archived: false,
+        parentId: PAGE_IDS.engineering,
+      });
+
+    expect(
+      notionPickerPageFromSearchResult({
+        object: 'page',
+        id: PAGE_IDS.engineering.replaceAll('-', ''),
+        archived: true,
+        parent: { type: 'workspace', workspace: true },
+        properties: {},
+      }),
+    ).toEqual({
+      id: PAGE_IDS.engineering,
+      title: 'Untitled',
+      archived: true,
+      parentId: null,
+    });
+  });
+
+  it('discovers visible pages up to the cap and reports cap state', async () => {
+    const api = fakeNotionApi([
+      notionPage(PAGE_IDS.engineering, 'Engineering'),
+      notionPage(PAGE_IDS.architecture, 'Architecture', PAGE_IDS.engineering),
+      notionPage('33333333-3333-3333-3333-333333333333', 'Onboarding', PAGE_IDS.engineering),
+    ]);
+
+    await expect(discoverNotionPickerPages(api, { cap: 2 })).resolves.toEqual({
+      pages: [
+        { id: PAGE_IDS.engineering, title: 'Engineering', archived: false, parentId: null },
+        { id: PAGE_IDS.architecture, title: 'Architecture', archived: false, parentId: PAGE_IDS.engineering },
+      ],
+      cappedAtCount: 2,
+      warnings: [],
+    });
+    expect(api.search).toHaveBeenCalledTimes(1);
+  });
+
+  it('keeps partial discovery results when Notion search fails after at least one page', async () => {
+    const api: NotionPickerApi = {
+      search: vi
+        .fn()
+        .mockResolvedValueOnce({
+          results: [notionPage(PAGE_IDS.engineering, 'Engineering')],
+          hasMore: true,
+          nextCursor: 'cursor-2',
+        })
+        .mockRejectedValueOnce(new Error('rate limit after first page')),
+      retrieveBotUser: vi.fn(async () => ({ name: 'Notion bot' })),
+    };
+
+    await expect(discoverNotionPickerPages(api)).resolves.toEqual({
+      pages: [{ id: PAGE_IDS.engineering, title: 'Engineering', archived: false, parentId: null }],
+      cappedAtCount: null,
+      warnings: ['Notion search stopped early: rate limit after first page'],
+    });
+  });
+
+  it('uses the Notion workspace name when available and falls back to the connection id', async () => {
+    await expect(resolveNotionWorkspaceLabel(fakeNotionApi([]), 'notion-main')).resolves.toBe('Design Workspace');
+    await expect(
+      resolveNotionWorkspaceLabel(
+        {
+          search: vi.fn(),
+          retrieveBotUser: vi.fn(async () => {
+            throw new Error('users.me unavailable');
+          }),
+        },
+        'notion-main',
+      ),
+    ).resolves.toBe('notion-main');
+  });
+
+  it('runs interactive discovery, warns about stale roots, renders the TUI, and saves selected roots', async () => {
+    const projectDir = join(tempDir, 'project');
+    const initialized = await initKloProject({ projectDir, projectName: 'warehouse' });
+    await writeProjectConfig(projectDir, {
+      ...initialized.config,
+      connections: {
+        'notion-main': {
+          driver: 'notion',
+          auth_token_ref: 'env:NOTION_TOKEN',
+          crawl_mode: 'all_accessible',
+          root_page_ids: [PAGE_IDS.stale],
+          root_database_ids: ['database-1'],
+          root_data_source_ids: ['data-source-1'],
+          max_pages_per_run: 12,
+          max_knowledge_creates_per_run: 2,
+          max_knowledge_updates_per_run: 7,
+          last_successful_cursor: null,
+        },
+      },
+    });
+    const api = fakeNotionApi([
+      notionPage(PAGE_IDS.engineering, 'Engineering'),
+      notionPage(PAGE_IDS.architecture, 'Architecture', PAGE_IDS.engineering),
+    ]);
+    const renderPicker = vi.fn(async (input): Promise<PickerRenderResult> => {
+      expect(input.connectionId).toBe('notion-main');
+      expect(input.workspaceLabel).toBe('Design Workspace');
+      expect(input.currentCrawlMode).toBe('all_accessible');
+      expect(input.cappedAtCount).toBeNull();
+      expect(input.initialState.preLoadWarnings).toEqual(['1 stored root_page_ids no longer visible']);
+      return { kind: 'save', rootPageIds: [PAGE_IDS.engineering] };
+    });
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionNotion(
+        {
+          command: 'pick',
+          projectDir,
+          connectionId: 'notion-main',
+          mode: 'interactive',
+        },
+        io.io,
+        {
+          env: { NOTION_TOKEN: 'ntn_test_token' },
+          createNotionApi: vi.fn(() => api),
+          renderPicker,
+        },
+      ),
+    ).resolves.toBe(0);
+
+    const yaml = await readFile(join(projectDir, 'klo.yaml'), 'utf-8');
+    expect(yaml).toContain('crawl_mode: selected_roots');
+    expect(yaml).toContain(PAGE_IDS.engineering);
+    expect(yaml).not.toContain(PAGE_IDS.stale);
+    expect(io.stderr()).toContain('1 stored root_page_ids no longer visible');
+    expect(io.stdout()).toContain('Connection: notion-main');
+    expect(io.stdout()).toContain('rootPageIds: 1');
+  });
+
+  it('passes partial-discovery warnings into the TUI banner state', async () => {
+    const projectDir = join(tempDir, 'project');
+    const initialized = await initKloProject({ projectDir, projectName: 'warehouse' });
+    await writeProjectConfig(projectDir, {
+      ...initialized.config,
+      connections: {
+        'notion-main': {
+          driver: 'notion',
+          auth_token_ref: 'env:NOTION_TOKEN',
+          crawl_mode: 'selected_roots',
+          root_page_ids: [PAGE_IDS.engineering],
+          root_database_ids: [],
+          root_data_source_ids: [],
+          max_pages_per_run: 12,
+          max_knowledge_creates_per_run: 2,
+          max_knowledge_updates_per_run: 7,
+          last_successful_cursor: null,
+        },
+      },
+    });
+    const api: NotionPickerApi = {
+      search: vi
+        .fn()
+        .mockResolvedValueOnce({
+          results: [notionPage(PAGE_IDS.engineering, 'Engineering')],
+          hasMore: true,
+          nextCursor: 'cursor-2',
+        })
+        .mockRejectedValueOnce(new Error('rate limit after first page')),
+      retrieveBotUser: vi.fn(async () => ({ name: 'Notion bot', bot: { workspace_name: 'Design Workspace' } })),
+    };
+    let renderInput: PickerRenderInput | undefined;
+    const renderPicker = vi.fn(async (input: PickerRenderInput): Promise<PickerRenderResult> => {
+      renderInput = input;
+      return { kind: 'quit' };
+    });
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionNotion(
+        {
+          command: 'pick',
+          projectDir,
+          connectionId: 'notion-main',
+          mode: 'interactive',
+        },
+        io.io,
+        {
+          env: { NOTION_TOKEN: 'ntn_test_token' },
+          createNotionApi: vi.fn(() => api),
+          renderPicker,
+        },
+      ),
+    ).resolves.toBe(0);
+
+    expect(renderPicker).toHaveBeenCalledOnce();
+    if (!renderInput) {
+      throw new Error('renderPicker was not called');
+    }
+    expect(renderInput.initialState.preLoadWarnings).toEqual(['Notion search stopped early: rate limit after first page']);
+    expect(renderInput.initialState.tree.map((node) => node.title)).toEqual(['Engineering']);
+    expect(io.stderr()).toContain('Notion search stopped early: rate limit after first page');
+    expect(io.stdout()).toContain('No changes saved.');
+  });
+
+  it('quits interactive mode without writing when the TUI returns quit', async () => {
+    const projectDir = join(tempDir, 'project');
+    const initialized = await initKloProject({ projectDir, projectName: 'warehouse' });
+    await writeProjectConfig(projectDir, {
+      ...initialized.config,
+      connections: {
+        'notion-main': {
+          driver: 'notion',
+          auth_token_ref: 'env:NOTION_TOKEN',
+          crawl_mode: 'selected_roots',
+          root_page_ids: [PAGE_IDS.engineering],
+          root_database_ids: [],
+          root_data_source_ids: [],
+          max_pages_per_run: 12,
+          max_knowledge_creates_per_run: 2,
+          max_knowledge_updates_per_run: 7,
+          last_successful_cursor: null,
+        },
+      },
+    });
+    const before = await readFile(join(projectDir, 'klo.yaml'), 'utf-8');
+    const io = makeIo();
+
+    await expect(
+      runKloConnectionNotion(
+        {
+          command: 'pick',
+          projectDir,
+          connectionId: 'notion-main',
+          mode: 'interactive',
+        },
+        io.io,
+        {
+          env: { NOTION_TOKEN: 'ntn_test_token' },
+          createNotionApi: vi.fn(() => fakeNotionApi([notionPage(PAGE_IDS.engineering, 'Engineering')])),
+          renderPicker: vi.fn(async (): Promise<PickerRenderResult> => ({ kind: 'quit' })),
+        },
+      ),
+    ).resolves.toBe(0);
+
+    await expect(readFile(join(projectDir, 'klo.yaml'), 'utf-8')).resolves.toBe(before);
+    expect(io.stdout()).toContain('No changes saved.');
+  });
+});

packages/cli/src/commands/connection-notion.ts

@@ -0,0 +1,278 @@
+import { parseNotionConnectionConfig, resolveNotionAuthToken } from '@klo/context/connections';
+import { type NotionApi, type NotionBotInfo, NotionClient } from '@klo/context/ingest';
+import {
+  type KloLocalProject,
+  type KloProjectConnectionConfig,
+  loadKloProject,
+  serializeKloProjectConfig,
+} from '@klo/context/project';
+import type { KloCliIo } from '../index.js';
+import { profileMark } from '../startup-profile.js';
+import { buildInitialState, buildPickerTree, type NotionPickerPageInput } from './connection-notion-tree.js';
+import {
+  type NotionPickerTuiIo,
+  type PickerRenderInput,
+  type PickerRenderResult,
+  renderNotionPickerTui,
+} from './connection-notion-tui.js';
+
+profileMark('module:commands/connection-notion');
+
+export type KloConnectionNotionArgs =
+  | {
+      command: 'pick';
+      projectDir: string;
+      connectionId: string;
+      mode: 'interactive';
+    }
+  | {
+      command: 'pick';
+      projectDir: string;
+      connectionId: string;
+      mode: 'non-interactive';
+      rootPageIds: string[];
+    };
+
+export type NotionPickerApi = Pick<NotionApi, 'search' | 'retrieveBotUser'>;
+export type { PickerRenderInput, PickerRenderResult };
+
+interface KloConnectionNotionDeps {
+  env?: Record<string, string | undefined>;
+  loadProject?: typeof loadKloProject;
+  createNotionApi?: (authToken: string) => NotionPickerApi;
+  renderPicker?: (input: PickerRenderInput, io: NotionPickerTuiIo) => Promise<PickerRenderResult>;
+}
+
+const NOTION_PICKER_PAGE_CAP = 5000;
+
+function assertSafeConnectionId(connectionId: string): void {
+  if (!/^[a-zA-Z0-9][a-zA-Z0-9_-]*$/.test(connectionId)) {
+    throw new Error(`Unsafe connection id: ${connectionId}`);
+  }
+}
+
+export function normalizeNotionPageId(value: string): string {
+  const trimmed = value.trim();
+  const compact = trimmed.includes('-') ? trimmed.replace(/-/g, '') : trimmed;
+  if (!/^[0-9a-fA-F]{32}$/.test(compact)) {
+    throw new Error(`Invalid Notion page UUID: ${value}`);
+  }
+  const lower = compact.toLowerCase();
+  return `${lower.slice(0, 8)}-${lower.slice(8, 12)}-${lower.slice(12, 16)}-${lower.slice(16, 20)}-${lower.slice(20)}`;
+}
+
+function recordValue(value: unknown): Record<string, unknown> | null {
+  return typeof value === 'object' && value !== null && !Array.isArray(value)
+    ? (value as Record<string, unknown>)
+    : null;
+}
+
+function extractTitleFromNotionPage(page: Record<string, unknown>): string {
+  const properties = recordValue(page.properties);
+  if (!properties) {
+    return 'Untitled';
+  }
+  for (const property of Object.values(properties)) {
+    const value = recordValue(property);
+    if (!value || value.type !== 'title' || !Array.isArray(value.title)) {
+      continue;
+    }
+    const text = value.title
+      .map((part) => {
+        const richText = recordValue(part);
+        return typeof richText?.plain_text === 'string' ? richText.plain_text : '';
+      })
+      .join('')
+      .trim();
+    if (text.length > 0) {
+      return text;
+    }
+  }
+  return 'Untitled';
+}
+
+function extractParentPageId(page: Record<string, unknown>): string | null {
+  const parent = recordValue(page.parent);
+  if (!parent || parent.type !== 'page_id' || typeof parent.page_id !== 'string') {
+    return null;
+  }
+  return normalizeNotionPageId(parent.page_id);
+}
+
+export function notionPickerPageFromSearchResult(result: Record<string, unknown>): NotionPickerPageInput {
+  const id = typeof result.id === 'string' ? normalizeNotionPageId(result.id) : '';
+  if (!id) {
+    throw new Error('Notion page search result is missing id');
+  }
+  return {
+    id,
+    title: extractTitleFromNotionPage(result),
+    archived: result.archived === true,
+    parentId: extractParentPageId(result),
+  };
+}
+
+export async function discoverNotionPickerPages(
+  api: NotionPickerApi,
+  options: { cap?: number } = {},
+): Promise<{ pages: NotionPickerPageInput[]; cappedAtCount: number | null; warnings: string[] }> {
+  const cap = options.cap ?? NOTION_PICKER_PAGE_CAP;
+  const pages: NotionPickerPageInput[] = [];
+  const warnings: string[] = [];
+  let cursor: string | null | undefined = null;
+
+  while (pages.length < cap) {
+    let response: Awaited<ReturnType<NotionPickerApi['search']>>;
+    try {
+      response = await api.search('page', cursor, Math.min(100, cap - pages.length));
+    } catch (error) {
+      if (pages.length === 0) {
+        throw error;
+      }
+      const message = error instanceof Error ? error.message : String(error);
+      warnings.push(`Notion search stopped early: ${message}`);
+      return { pages, cappedAtCount: null, warnings };
+    }
+
+    for (const result of response.results) {
+      pages.push(notionPickerPageFromSearchResult(result));
+      if (pages.length >= cap) {
+        break;
+      }
+    }
+
+    if (!response.hasMore || !response.nextCursor || pages.length >= cap) {
+      return {
+        pages,
+        cappedAtCount: response.hasMore ? cap : null,
+        warnings,
+      };
+    }
+    cursor = response.nextCursor;
+  }
+
+  return { pages, cappedAtCount: cap, warnings };
+}
+
+export async function resolveNotionWorkspaceLabel(api: NotionPickerApi, connectionId: string): Promise<string> {
+  try {
+    const bot = (await api.retrieveBotUser()) as NotionBotInfo;
+    const workspaceName = typeof bot.bot?.workspace_name === 'string' ? bot.bot.workspace_name.trim() : '';
+    if (workspaceName.length > 0) {
+      return workspaceName;
+    }
+    const name = typeof bot.name === 'string' ? bot.name.trim() : '';
+    return name.length > 0 ? name : connectionId;
+  } catch {
+    return connectionId;
+  }
+}
+
+function notionConnection(project: KloLocalProject, connectionId: string): KloProjectConnectionConfig {
+  const connection = project.config.connections[connectionId];
+  if (!connection) {
+    throw new Error(`Connection "${connectionId}" not found`);
+  }
+  if (connection.driver !== 'notion') {
+    throw new Error(`Connection "${connectionId}" is not a Notion connection`);
+  }
+  return connection;
+}
+
+export async function applyNotionPickerWriteback(
+  project: KloLocalProject,
+  connectionId: string,
+  rootPageIds: string[],
+): Promise<void> {
+  if (rootPageIds.length === 0) {
+    throw new Error('connection notion pick requires at least one root page id');
+  }
+
+  const existing = notionConnection(project, connectionId);
+  const nextConfig = {
+    ...project.config,
+    connections: {
+      ...project.config.connections,
+      [connectionId]: {
+        ...existing,
+        crawl_mode: 'selected_roots',
+        root_page_ids: rootPageIds,
+      },
+    },
+  };
+
+  await project.fileStore.writeFile(
+    'klo.yaml',
+    serializeKloProjectConfig(nextConfig),
+    'klo',
+    'klo@example.com',
+    `Pick Notion roots: ${connectionId} (${rootPageIds.length} pages)`,
+  );
+}
+
+export async function runKloConnectionNotion(
+  args: KloConnectionNotionArgs,
+  io: KloCliIo = process,
+  deps: KloConnectionNotionDeps = {},
+): Promise<number> {
+  try {
+    assertSafeConnectionId(args.connectionId);
+    const loadProject = deps.loadProject ?? loadKloProject;
+
+    if (args.mode === 'interactive') {
+      const project = await loadProject({ projectDir: args.projectDir });
+      const rawConnection = notionConnection(project, args.connectionId);
+      const notion = parseNotionConnectionConfig(rawConnection);
+      const authToken = await resolveNotionAuthToken(notion.auth_token_ref, { env: deps.env });
+      const api = deps.createNotionApi ? deps.createNotionApi(authToken) : new NotionClient(authToken);
+      const discovery = await discoverNotionPickerPages(api);
+      const tree = buildPickerTree(discovery.pages);
+      const initialState = buildInitialState({
+        tree,
+        existingRootPageIds: notion.root_page_ids,
+        currentCrawlMode: notion.crawl_mode,
+      });
+      const preLoadWarnings = [...discovery.warnings, ...initialState.preLoadWarnings];
+      const renderState =
+        preLoadWarnings.length > 0
+          ? {
+              ...initialState,
+              preLoadWarnings,
+            }
+          : initialState;
+      for (const warning of preLoadWarnings) {
+        io.stderr.write(`${warning}\n`);
+      }
+      const workspaceLabel = await resolveNotionWorkspaceLabel(api, args.connectionId);
+      const result = await (deps.renderPicker ?? renderNotionPickerTui)(
+        {
+          initialState: renderState,
+          connectionId: args.connectionId,
+          workspaceLabel,
+          cappedAtCount: discovery.cappedAtCount,
+          currentCrawlMode: notion.crawl_mode,
+        },
+        io as NotionPickerTuiIo,
+      );
+      if (result.kind === 'quit') {
+        io.stdout.write('No changes saved.\n');
+        return 0;
+      }
+      await applyNotionPickerWriteback(project, args.connectionId, result.rootPageIds);
+      io.stdout.write(`Connection: ${args.connectionId}\n`);
+      io.stdout.write(`rootPageIds: ${result.rootPageIds.length}\n`);
+      io.stdout.write('crawlMode: selected_roots\n');
+      return 0;
+    }
+
+    const project = await loadProject({ projectDir: args.projectDir });
+    await applyNotionPickerWriteback(project, args.connectionId, args.rootPageIds);
+    io.stdout.write(`Connection: ${args.connectionId}\n`);
+    io.stdout.write(`rootPageIds: ${args.rootPageIds.length}\n`);
+    io.stdout.write('crawlMode: selected_roots\n');
+    return 0;
+  } catch (error) {
+    io.stderr.write(`${error instanceof Error ? error.message : String(error)}\n`);
+    return 1;
+  }
+}