/**
* Analytical Table — LLM judgment + methodology-library tool-use loop
* (Std 3 + Std 5).
*
* The agent gives Anthropic the two methodology-library tools
* (find_methodologies, get_methodology) and asks the model to walk
* its runbook: structure the Pillar 1 records into an analytical
* table, applying any declared normalization methodologies it finds
* in the library.
*
* Self-contained Anthropic SDK wrapper per the codebase convention
* (no shared LLM layer across agents). Std 12: if ANTHROPIC_API_KEY
* is missing, returns a structured `needs-api-key` failure — the
* orchestrator never sees a raw exception.
*/
import Anthropic from '@anthropic-ai/sdk';
import type {
Tool,
ToolUseBlock,
MessageParam,
ContentBlock,
TextBlock,
} from '@anthropic-ai/sdk/resources/messages.js';
import { z } from 'zod';
import { recordUsage } from '../../../observability/usage.js';
import { buildSystemPrompt } from './prompt.js';
import { METHODOLOGY_TOOLS, executeMethodologyTool } from '../../../intelligence/tools.js';
import {
analyticalCellSchema,
type AnalyticalTableInput,
type AnalyticalTableOutput,
} from './schema.js';
import type { JobRequest } from '../../../types.js';
const apiKey = process.env.ANTHROPIC_API_KEY;
const client = apiKey ? new Anthropic({ apiKey }) : null;
if (!client) {
// eslint-disable-next-line no-console
console.log(`[intelligence.analytical-table] ANTHROPIC_API_KEY not set — agent will return a structured 'needs-api-key' failure.`);
}
const MODEL = 'claude-haiku-4-5';
const MAX_TOOL_ITERATIONS = 20;
const MAX_TOKENS_PER_TURN = 8000;
const ANTHROPIC_TOOLS: Tool[] = METHODOLOGY_TOOLS.map(t => ({
name: t.name,
description: t.description,
input_schema: t.input_schema,
})) as Tool[];
export const MODEL_NAME = MODEL;
export const TOOL_COUNT = METHODOLOGY_TOOLS.length;
export const TOOL_NAMES: readonly string[] = METHODOLOGY_TOOLS.map(t => t.name);
export interface LlmFailure {
readonly category: 'needs-api-key' | 'invalid-response' | 'sdk-error' | 'empty-response' | 'tool-loop-overrun';
readonly reason: string;
readonly hint?: string;
}
export type LlmResult<T> = { ok: true; value: T } | { ok: false; failure: LlmFailure };
export interface ToolCallTrace {
readonly toolName: string;
readonly input: Record<string, unknown>;
readonly ok: boolean;
readonly resultSummary: string;
readonly errorMessage?: string;
readonly at: string;
}
const responseSchema = z.object({
entities: z.array(z.string()),
metrics: z.array(z.string()),
periods: z.array(z.string()),
cells: z.array(analyticalCellSchema),
missingCells: z.array(
z.object({
entity: z.string(),
metric: z.string(),
period: z.string(),
reason: z.string(),
}),
),
appliedMethodologies: z.array(z.string()).default([]),
notes: z.array(z.string()).default([]),
});
function buildUserMessage(input: AnalyticalTableInput, job: JobRequest): string {
return [
`## Analytical Table — runbook execution`,
``,
`## JobRequest`,
`analysisId: ${job.analysisId}`,
`question: ${job.question}`,
`period: ${job.period}`,
`entities: ${job.entities.map(e => e.id).join(', ')}`,
`targetMetrics:`,
...job.targetMetrics.map(m => ` - ${m.key}${m.unit ? ` (target unit ${m.unit})` : ''}`),
``,
`## Pillar 1 resolved records (${input.records.length})`,
JSON.stringify(input.records, null, 2),
``,
`## What to do`,
`Run your 10-step runbook:`,
` 1-2. Verify Pillar 1 lineage on each record. Decide table structure: rows=entities, cols=metrics, layers=periods.`,
` 3-5. For unit / period / entity normalization, query find_methodologies(type="normalization_rule") first; if the`,
` library has a relevant entry use it, otherwise apply a sensible structural pass and note the methodology gap.`,
` 6. For every (entity × metric × period) requested by the JobRequest that has NO matching record, add an entry to`,
` missingCells with a clear reason. Never invent values.`,
` 7. Stamp each cell's sourceLineage from the upstream record's sourceUrl.`,
` 8-9. Validate the table; assign per-cell confidence (inherit upstream, lower if you made a normalization choice).`,
` 10. Return the table.`,
``,
`## Output`,
`Return ONLY a JSON object — no prose, no markdown fence — in this exact shape:`,
`{`,
` "entities": string[],`,
` "metrics": string[],`,
` "periods": string[],`,
` "cells": [`,
` {`,
` "entity": string,`,
` "metric": string,`,
` "period": string,`,
` "value": number | null,`,
` "unit": string,`,
` "derivations": string[], // e.g. ["unit:identity:USD", "period:fy=2024 fp=FY"]`,
` "sourceLineage": string[], // source URLs from upstream record(s)`,
` "confidence": number, // 0-1`,
` "flags": string[]`,
` }`,
` ],`,
` "missingCells": [`,
` { "entity": string, "metric": string, "period": string, "reason": string }`,
` ],`,
` "appliedMethodologies": string[], // methodology_id values you invoked from the library`,
` "notes": string[]`,
`}`,
].join('\n');
}
function jsonResponseFromText(text: string): unknown {
const cleaned = text.replace(/^```(?:json)?\s*/i, '').replace(/```\s*$/i, '').trim();
try { return JSON.parse(cleaned); } catch { /* fall through */ }
const m = cleaned.match(/\{[\s\S]*\}/);
if (!m) return null;
try { return JSON.parse(m[0]); } catch { return null; }
}
function summarize(name: string, ok: boolean, result: unknown): string {
if (!ok) return 'error';
if (name === 'find_methodologies' && Array.isArray(result)) {
return `${result.length} match(es): ${result.slice(0, 5).map((r: any) => r.methodology_id).join(', ')}`;
}
if (name === 'get_methodology' && result && typeof result === 'object') {
const r = result as { methodology_id?: string; name?: string };
return `${r.methodology_id ?? '?'} — ${r.name ?? ''}`;
}
return 'ok';
}
export interface BuildTableResult {
readonly table: AnalyticalTableOutput;
readonly toolCalls: readonly ToolCallTrace[];
}
export async function buildAnalyticalTable(
input: AnalyticalTableInput,
job: JobRequest,
onToolCall?: (t: ToolCallTrace) => void,
): Promise<LlmResult<BuildTableResult>> {
if (!client) {
return {
ok: false,
failure: {
category: 'needs-api-key',
reason: 'Analytical Table requires the LLM but ANTHROPIC_API_KEY is not configured.',
hint: 'Set ANTHROPIC_API_KEY and rerun.',
},
};
}
const system = buildSystemPrompt();
const messages: MessageParam[] = [{ role: 'user', content: buildUserMessage(input, job) }];
const toolCalls: ToolCallTrace[] = [];
let finalText = '';
for (let iter = 0; iter < MAX_TOOL_ITERATIONS; iter++) {
let resp;
try {
resp = await client.messages.create({
model: MODEL,
max_tokens: MAX_TOKENS_PER_TURN,
system,
tools: ANTHROPIC_TOOLS,
messages,
});
} catch (err) {
return {
ok: false,
failure: { category: 'sdk-error', reason: err instanceof Error ? err.message : String(err) },
};
}
recordUsage('intelligence.analytical-table', MODEL, resp.usage.input_tokens, resp.usage.output_tokens);
messages.push({ role: 'assistant', content: resp.content as ContentBlock[] });
if (resp.stop_reason !== 'tool_use') {
const textBlock = resp.content.find((b): b is TextBlock => b.type === 'text');
finalText = textBlock ? textBlock.text : '';
break;
}
const toolUses = resp.content.filter((b): b is ToolUseBlock => b.type === 'tool_use');
const toolResults: { type: 'tool_result'; tool_use_id: string; content: string; is_error?: boolean }[] = [];
for (const tu of toolUses) {
const r = await executeMethodologyTool(tu.name, tu.input);
const trace: ToolCallTrace = {
toolName: tu.name,
input: (tu.input ?? {}) as Record<string, unknown>,
ok: r.ok,
resultSummary: summarize(tu.name, r.ok, r.result),
errorMessage: r.error?.message,
at: new Date().toISOString(),
};
toolCalls.push(trace);
onToolCall?.(trace);
toolResults.push({
type: 'tool_result',
tool_use_id: tu.id,
content: r.ok ? JSON.stringify(r.result) : JSON.stringify({ error: r.error }),
is_error: !r.ok,
});
}
messages.push({ role: 'user', content: toolResults });
}
if (!finalText) {
return {
ok: false,
failure: {
category: 'tool-loop-overrun',
reason: `Tool-use loop exceeded ${MAX_TOOL_ITERATIONS} iterations without an end_turn.`,
},
};
}
const json = jsonResponseFromText(finalText);
const parsed = responseSchema.safeParse(json);
if (!parsed.success) {
return {
ok: false,
failure: {
category: 'invalid-response',
reason: `final response did not match AnalyticalTable schema: ${parsed.error.message}`,
},
};
}
return { ok: true, value: { table: parsed.data, toolCalls } };
}