Merge remote-tracking branch 'origin/main' into fix-sl-query-source-column-type

# Conflicts:
#	packages/context/skills/metabase_ingest/SKILL.md
#	packages/context/skills/sl_capture/SKILL.md
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Andrey Avtomonov 2026-05-15 01:43:02 +02:00
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---
name: sl_capture
description: How to capture new reusable patterns into KTX's semantic layer when a measure, segment, or join belongs in the catalog and how to write it generically so it stays small and useful over time. Loaded by the post-turn memory-agent only. The research agent does not write to the SL.
description: How to capture new reusable patterns into KTX's semantic layer - when a measure, segment, or join belongs in the catalog and how to write it generically so it stays small and useful over time. Loaded by the post-turn memory-agent only. The research agent does not write to the SL.
callers: [memory_agent]
---
# Semantic Layer Capture
# Semantic Layer - Capture
This skill covers **when** and **how** to capture new patterns into the semantic layer. For schema reference and query grammar, load the `sl` skill first.
@ -13,8 +13,8 @@ When the current turn produces a reusable pattern (business metric, derived view
## SQL dialect
The user-facing prompt includes a `Warehouse:` line under the SL Sources index
(e.g. `Warehouse: BIGQUERY`). All `expr` strings measure expressions, segment
predicates, computed-column SQL execute on that warehouse and must use its
(e.g. `Warehouse: BIGQUERY`). All `expr` strings - measure expressions, segment
predicates, computed-column SQL - execute on that warehouse and must use its
syntax. Date arithmetic in particular varies by dialect:
- **BigQuery**: `transaction_date >= TIMESTAMP_SUB(CURRENT_TIMESTAMP(), INTERVAL 90 DAY)` (when the column is `TIMESTAMP`); `event_date >= DATE_SUB(CURRENT_DATE(), INTERVAL 90 DAY)` (when `DATE`).
@ -22,7 +22,7 @@ syntax. Date arithmetic in particular varies by dialect:
- **Snowflake**: `transaction_date >= dateadd(day, -90, current_timestamp())`.
Match the column's manifest type (`type: time` → TIMESTAMP/DATETIME on the
warehouse) comparing TIMESTAMP to a DATE-arithmetic result fails on
warehouse) - comparing TIMESTAMP to a DATE-arithmetic result fails on
BigQuery. After every `sl_edit_source`/`sl_write_source`, the inline validator runs a
`LIMIT 1` warehouse probe per measure and surfaces dialect mismatches; if
you see an error trailer, fix the expression and retry rather than leaving
@ -68,12 +68,12 @@ Callers filter `region = 'US'` at query time.
**Bake constants in only when the filter has named business meaning that won't change** (`enterprise_arr` for a contractually defined tier), cannot be expressed via the source's dimensions, or comes from a regulated/fixed list.
**Time anchors and value lists belong in callers' filters, not in measure expressions or source SQL.**
- Anti-pattern (date anchor inlined): `expr: count(distinct case when transaction_date >= '2026-04-12' then customer_id end)` the date will need editing every time the question shifts, and every reader has to discover it.
- Anti-pattern (value list inlined in source SQL): `WHERE product_category_1 IN ('Testosterone', 'Weight Loss', …)` locks the source to today's catalog and blocks callers from broadening or narrowing.
- Anti-pattern (date anchor inlined): `expr: count(distinct case when transaction_date >= '2026-04-12' then customer_id end)` - the date will need editing every time the question shifts, and every reader has to discover it.
- Anti-pattern (value list inlined in source SQL): `WHERE product_category_1 IN ('Testosterone', 'Weight Loss', …)` - locks the source to today's catalog and blocks callers from broadening or narrowing.
- Preferred: a generic measure (`count(distinct customer_id)`) plus either a named segment that captures the *meaning* of the anchor (`gh_new_products_since_launch`) or a query-time filter. Callers compose; the source stays small.
- A date is durable to bake in only when it represents a regulatory cutover, a contractually fixed boundary, or a one-time event that reshapes how the source itself is read.
**If you create a segment whose expr matches a measure's filter, the measure MUST reference the segment via `segments: [segment_name]` rather than re-inlining the predicate.** This is the canonical pattern even with a single measure duplicating the predicate inline defeats the purpose of naming it.
**If you create a segment whose expr matches a measure's filter, the measure MUST reference the segment via `segments: [segment_name]` rather than re-inlining the predicate.** This is the canonical pattern even with a single measure - duplicating the predicate inline defeats the purpose of naming it.
Anti-pattern:
```yaml
@ -132,18 +132,18 @@ Overlay YAML may include `measures:`, `segments:`, `descriptions:`, `joins:`, `d
- The metric requires per-user/per-entity derivation that cannot be expressed as a single `expr` (e.g., `EXISTS` over a time-windowed subset), OR
- The metric requires multi-step CTEs whose intermediate grain is not a column in any existing source.
When an `sql` source is unavoidable, note in its `descriptions` map which SL gap forced the choice so it can be retired once the primitive ships. It must target a name NOT in the manifest pick a distinct one (e.g. `mrr_waterfall_rollup`, not `fct_orders`).
When an `sql` source is unavoidable, note in its `descriptions` map which SL gap forced the choice so it can be retired once the primitive ships. It must target a name NOT in the manifest - pick a distinct one (e.g. `mrr_waterfall_rollup`, not `fct_orders`).
## Slim standalone sources via `inherits_columns_from`
When a standalone SQL source filters or projects from a single manifest-backed base table (the common pattern for derived views like `aav_consignments` over `MARTS.CONSIGNMENTS`), set `inherits_columns_from:` to the base table's manifest key and list only column **names** in `columns:`. Compose-time enrichment fills `type`, `descriptions`, and `role` from the matching manifest column.
Discover the manifest key with `sl_discover` pass the bare name (`CONSIGNMENTS`), the fully-qualified path (`ANALYTICS.MARTS.CONSIGNMENTS`), or any suffix; the tool resolves all forms and prints the canonical key in its output.
Discover the manifest key with `sl_discover` - pass the bare name (`CONSIGNMENTS`), the fully-qualified path (`ANALYTICS.MARTS.CONSIGNMENTS`), or any suffix; the tool resolves all forms and prints the canonical key in its output.
```yaml
name: aav_consignments
descriptions:
user: AAV consignments filtered view of MARTS.CONSIGNMENTS for the auto-auction-vaulting channel.
user: AAV consignments - filtered view of MARTS.CONSIGNMENTS for the auto-auction-vaulting channel.
source_type: sql
sql: |
SELECT CONSIGNED_ITEM_ID, CASH_ADV_AMOUNT, ALT_VALUE_COMBINED, my_derived_flag
@ -157,7 +157,7 @@ columns:
- { name: CONSIGNED_ITEM_ID } # type/descriptions inherited from manifest
- { name: CASH_ADV_AMOUNT }
- { name: ALT_VALUE_COMBINED }
- { name: my_derived_flag, type: boolean, expr: "CASH_ADV_AMOUNT > 0", descriptions: { user: "Computed locally has any cash advance." } }
- { name: my_derived_flag, type: boolean, expr: "CASH_ADV_AMOUNT > 0", descriptions: { user: "Computed locally - has any cash advance." } }
measures:
- name: total_cash_advance
expr: sum(CASH_ADV_AMOUNT)
@ -165,12 +165,12 @@ measures:
Rules:
- Inheritance fills only **blank** fields. If you set a `description` locally, it wins useful when the base description is misleading in the filtered view.
- Inheritance fills only **blank** fields. If you set a `description` locally, it wins - useful when the base description is misleading in the filtered view.
- A column not in the manifest (a derived/aliased column, or one from a different table in a `JOIN`) needs its own `type` and `description` declared.
- If `inherits_columns_from` doesn't resolve, the source still loads, but every column without a type triggers a validator error on the warehouse probe `sl_discover` first to confirm the key.
- Don't use `inherits_columns_from` for sources backed by `table:` (those should be overlays see the rule against shadowing the manifest above).
- If `inherits_columns_from` doesn't resolve, the source still loads, but every column without a type triggers a validator error on the warehouse probe - `sl_discover` first to confirm the key.
- Don't use `inherits_columns_from` for sources backed by `table:` (those should be overlays - see the rule against shadowing the manifest above).
## Refinement replace, don't append
## Refinement - replace, don't append
When the user corrects a prior answer, the existing measure is wrong by the user's own standard. Replace it, don't add a parallel measure.
@ -234,14 +234,14 @@ SL source, `tables:` frontmatter, `sl_refs`, or `emit_unmapped_fallback`:
## Tool sequence
1. `sl_discover` see what source files exist.
2. `sl_discover({ query: "<table-or-source-name>" })` **REQUIRED before the first write on any name**. Shows columns/joins/grain from the manifest. If the call returns a schema, you MUST write an overlay, not a standalone. Skipping this is the #1 cause of accidentally shadowing the manifest.
3. `sl_read_source({ connectionId, sourceName })` read the raw YAML before editing.
1. `sl_discover` - see what source files exist.
2. `sl_discover({ query: "<table-or-source-name>" })` - **REQUIRED before the first write on any name**. Shows columns/joins/grain from the manifest. If the call returns a schema, you MUST write an overlay, not a standalone. Skipping this is the #1 cause of accidentally shadowing the manifest.
3. `sl_read_source({ connectionId, sourceName })` - read the raw YAML before editing.
4. For modifications: `sl_edit_source({ connectionId, sourceName, yaml_edits: [{ oldText, newText, reason }] })` with exact-string replacements. `oldText` must match exactly and be unique in the file.
5. For new sources or full rewrites: `sl_write_source({ connectionId, sourceName, source })` with the full structured source definition.
6. For join discovery: use `sql_execution({connectionName: "warehouse", sql: "SELECT count(*) FROM public.orders o JOIN public.customers c ON c.id = o.customer_id LIMIT 20"})` with the target warehouse connection name and dialect-correct table names to verify the join key exists in both tables and assess cardinality before declaring the join.
7. Cross-reference knowledge: author the edge once on the **wiki** side via `sl_refs: [source_name]` in the page's front-matter. The reverse edge (wiki pages that cite an SL source) is derived automatically by the reconciler do not add a `knowledge_refs:` field to SL YAMLs.
8. `sl_validate` run after writing or editing to surface schema issues, duplicate measure names, and cross-source validation errors. Read-only; the writes are already committed (the squash-at-end flow will collapse them into one commit).
7. Cross-reference knowledge: author the edge once on the **wiki** side via `sl_refs: [source_name]` in the page's front-matter. The reverse edge (wiki pages that cite an SL source) is derived automatically by the reconciler - do not add a `knowledge_refs:` field to SL YAMLs.
8. `sl_validate` - run after writing or editing to surface schema issues, duplicate measure names, and cross-source validation errors. Read-only; the writes are already committed (the squash-at-end flow will collapse them into one commit).
## Editing patterns
@ -250,13 +250,13 @@ SL source, `tables:` frontmatter, `sl_refs`, or `emit_unmapped_fallback`:
- Do NOT modify existing measures or their descriptions unless the current turn explicitly corrects them.
- During bundle/external ingest, include `rawPaths` on every `sl_write_source`/`sl_edit_source` call with only the raw files that directly support the SL action.
## Worked example additive overlay
## Worked example - additive overlay
Conversation:
- User: "What was the average order value last quarter?"
- Assistant fell back to SQL: `SELECT AVG(amount) FROM orders WHERE order_date >= ...`
Existing index: `orders [measures=0, joins=0] candidate for enrichment`.
Existing index: `orders [measures=0, joins=0] - candidate for enrichment`.
```
sl_discover()
@ -279,9 +279,9 @@ sl_validate({ connectionId: "warehouse" })
→ clean
```
The overlay only contains `name` and `measures` no columns, grain, or table. Those are inherited from the manifest.
The overlay only contains `name` and `measures` - no columns, grain, or table. Those are inherited from the manifest.
## Worked example refinement (replace)
## Worked example - refinement (replace)
Prior turn:
- [user] "How many active users do we have per region?"
@ -307,7 +307,7 @@ sl_validate({ connectionId: "warehouse" })
If you only added a new measure, the old incorrect `active_count` would stay and future queries would keep answering the wrong question.
## Worked example new join
## Worked example - new join
Prior turn: user asked to correlate LTV with protocol count; assistant joined `fct_orders` with `fct_mau_multiprotocol` on `admin_user_id` in raw SQL.
@ -341,6 +341,6 @@ Always verify joins with `sql_execution` before adding them.
- A measure whose filter matches a segment MUST reference the segment via `segments: [name]`.
- Extract repeated predicates into named segments.
- Use computed dimensions for derived categories.
- When the user corrects a prior answer, replace don't append.
- When the user corrects a prior answer, replace - don't append.
- Always run `sl_validate` after writing to surface issues.
- If nothing is worth capturing, respond without calling any SL write tool.