afv-library/skills/investigating-agentforce-d360/assets/dc/steps.sql
rjayagopal 20ae436442 @W-22707610 feat: add investigating-agentforce-d360 skill
Data Cloud 360° view of a single Agentforce session — DC-only, zero
Splunk dependency. Pulls 24 STDM + GenAI DMOs via the Data Cloud Query
REST API, assembles a hierarchical session tree (Interaction → Step →
Generation → GatewayRequest), and renders a human-readable markdown
summary with transcript + per-turn topic/action invocations + LLM
generations + tool calls + audit chain.

Migrated as a standalone Apache-2.0 skill from an internal hub plugin —
self-contained, no sibling-skill or plugin dependencies.

What this skill answers:
  - "Trace session <uuid>" / "Summarize what happened in <0Mw…>"
  - "Find escalated sessions today on Messaging in <org>"
  - Session discovery by time / agent / channel / outcome / conversation
    text when the user has no session id

What it does NOT answer (use a different surface):
  - Design-time architecture — use investigating-agentforce-architecture
  - Runtime planner availability — DC alone can't tell you which
    topic/action was eligible for the classifier on a given turn

Skill layout:
  - 8 Python pipeline modules (fetch_dc, assemble_dc, render_dc,
    discover_sessions, resolve_session, dc, storage, config)
  - 4 _shared helpers (paths, fs_guard, sql, __init__) with skill-scoped
    DATA_ROOT (~/.claude/data/investigating-agentforce-d360/)
  - 26 SQL templates under assets/dc/
  - 27 test files (367 tests + 18 subtests, 100% passing)
  - 3 reference docs (artifacts.md, dc_dmo_fields.md,
    dc_pipeline_contract.md)
  - SKILL.md (sf-skills frontmatter, license: Apache-2.0,
    metadata.version: "1.0")
  - README.md (external-facing quick-start)
  - tools/grant_allowlist.py (idempotent first-run permission grant)
  - tools/archive_data_dir.sh (opt-in stop-hook tarballer)

Quality gates:
  - pytest scripts/tests/: 367 passed + 18 subtests, 0 failures
  - npm run validate:skills: 62 of 62 skill(s) checked, 0 errors
  - Live end-to-end runs against 3 real Salesforce sessions exercising
    both the full-tree and STDM-lag gateway-direct render branches
  - 4 independent code-review rounds (correctness, security, markdown,
    architecture-critic) — all findings addressed

Customer-data hygiene: no live tenant ids, no internal sprint markers,
no hub/sibling-skill references. Synthetic fixtures look obviously
synthetic (`019dface-…` UUIDs, `0MwTESTMSG…` MessagingSession ids,
`00DTESTORG…` org ids, `MyAgent` placeholder agent name).

Sibling skill: investigating-agentforce-architecture (PR #278) — same
migration pattern, design-time metadata; complementary scope.
2026-05-28 20:57:52 +10:00

65 lines
2.6 KiB
SQL

-- Planner steps — reusable for any WHERE filter.
-- DMO: ssot__AIAgentInteractionStep__dlm
--
-- Placeholders (substituted by scripts/dc.py.load_sql):
-- WHERE_CLAUSE — the filter expression, no "WHERE" keyword
-- ORDER_BY — full "ORDER BY <col>" or empty string
--
-- One row per planner step within an interaction. Type enum (verified live):
-- LLM_STEP | ACTION_STEP | TOPIC_STEP | TRUST_GUARDRAILS_STEP | SESSION_END.
--
-- NOTE: InputValueText__c / OutputValueText__c are HTML-escaped JSON.
-- Callers should `html.unescape()` then `json.loads()` after fetch.
-- No direct session FK — scope forward via ssot__AiAgentInteractionId__c
-- (harvested from the session's Interaction rows).
--
-- ssot__GenAiGatewayRequestId__c / ssot__GenAiGatewayResponseId__c are
-- included in the SELECT for completeness but are NOT used as join keys
-- anywhere in the waterfall. Gateway audit rows are fetched forward from
-- Session → GatewayRequest (via sessionId__c) — see gateway_requests.sql.
-- ssot__ErrorMessageText__c uses the sentinel 'NOT_SET' (never NULL) to
-- mean "no error"; filter with `!= 'NOT_SET'`, not `IS NOT NULL`.
SELECT
ssot__Id__c,
ssot__AiAgentInteractionId__c,
ssot__AiAgentInteractionStepType__c,
ssot__Name__c,
ssot__InputValueText__c,
ssot__OutputValueText__c,
ssot__PreStepVariableText__c,
ssot__PostStepVariableText__c,
ssot__GenerationId__c,
ssot__ErrorMessageText__c,
ssot__StartTimestamp__c,
ssot__EndTimestamp__c,
ssot__PrevStepId__c,
ssot__InternalOrganizationId__c,
ssot__TelemetryTraceSpanId__c,
ssot__AttributeText__c,
ssot__GenAiGatewayRequestId__c,
ssot__GenAiGatewayResponseId__c
FROM ssot__AIAgentInteractionStep__dlm
WHERE {{WHERE_CLAUSE}}
{{ORDER_BY}};
-- ============================================================================
-- EXAMPLE WHERE clauses (pass via where_clause=)
-- ============================================================================
-- Steps for a specific interaction
-- WHERE → ssot__AiAgentInteractionId__c = '<interaction_id>'
-- ORDER BY → ORDER BY ssot__StartTimestamp__c
-- Steps for a session (via interaction id IN list)
-- WHERE → ssot__AiAgentInteractionId__c IN ('<id1>','<id2>',...)
-- Only action steps (exclude LLM + topic planning)
-- WHERE → ssot__AiAgentInteractionId__c IN ('<id1>','<id2>')
-- AND ssot__AiAgentInteractionStepType__c = 'ACTION_STEP'
-- Steps with errors (sentinel value; NOT null)
-- WHERE → ssot__AiAgentInteractionId__c IN ('<id1>','<id2>')
-- AND ssot__ErrorMessageText__c != 'NOT_SET'