{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:marketing_registration_gap:first-count:base:repeat1", "case_id": "independent11:marketing_registration_gap:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 1213.7769432738423, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": null, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 1208.0860435962677, "feature_first_useful_ms": 1194.1829780116677, "first_useful_ms": 1199.5127946138382, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.285504274070263, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 70.78385353088379, "optional_ms": 141.58649556338787, "queue_ms": 0.0, "required_to_ready_ms": 813.3444720879197, "submission_ack_ms": 15.050356276333332, "total_ms": 1004.5184707269073}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5e5147c7-819e-405b-879c-15712022b467", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 43, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 35, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 136, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 130, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5e5147c7-819e-405b-879c-15712022b467", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "84fa017b-6db9-46ab-8082-5b88336cf041", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_MEASURE_READING_CONFLICT", "error_message": "Semantic: federated planning failed: Logged activities live in the Pipedrive activity log, but this question groups or filters by a CurrencyTransfer-only dimension (sales stream, currency, campaign, or a live CT cohort) that only exists on the trading side \u2014 combining the two per-client isn't supported yet, and I won't silently answer with trade or referral counts instead. Try 'activity volume by owner' for the event log, or ask that breakdown against a trading measure (e.g. 'realized revenue by sales stream'). Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Name the group, measure, and date window in a new question."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "0466df8b-a9bf-4974-a0b9-5d70609a89d2", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}}, "metrics_used": [], "nl_query": "How many distinct ordinary CT user accounts opted in to marketing emails whose registration is still incomplete are there? Return client_count, including zero if none qualify.", "outcome": "refusal", "pivot": null, "query_id": "5e5147c7-819e-405b-879c-15712022b467", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "federated planning failed: Logged activities live in the Pipedrive activity log, but this question groups or filters by a CurrencyTransfer-only dimension (sales stream, currency, campaign, or a live CT cohort) that only exists on the trading side \u2014 combining the two per-client isn't supported yet, and I won't silently answer with trade or referral counts instead. Try 'activity volume by owner' for the event log, or ask that breakdown against a trading measure (e.g. 'realized revenue by sales stream').", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "MeasureReadingConflictError", "guard": null, "kind": "refusal", "proven_guard": false, "raw_error_message": "federated planning failed: Logged activities live in the Pipedrive activity log, but this question groups or filters by a CurrencyTransfer-only dimension (sales stream, currency, campaign, or a live CT cohort) that only exists on the trading side \u2014 combining the two per-client isn't supported yet, and I won't silently answer with trade or referral counts instead. Try 'activity volume by owner' for the event log, or ask that breakdown against a trading measure (e.g. 'realized revenue by sales stream').", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_MEASURE_READING_CONFLICT", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-5e5147c7-819e-405b-879c-15712022b467", "trace_snapshot": {"job": {"job_id": "5607b027-34d4-4c61-94c0-f7bd3dacc847", "optional_status": "done", "timing": {"base_persistence_ms": 70.78385353088379, "optional_ms": 141.58649556338787, "queue_ms": 0.0, "required_to_ready_ms": 813.3444720879197, "submission_ack_ms": 15.050356276333332, "total_ms": 1004.5184707269073}}, "terminal_error": {"error_code": "BI_MEASURE_READING_CONFLICT", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "federated planning failed: Logged activities live in the Pipedrive activity log, but this question groups or filters by a CurrencyTransfer-only dimension (sales stream, currency, campaign, or a live CT cohort) that only exists on the trading side \u2014 combining the two per-client isn't supported yet, and I won't silently answer with trade or referral counts instead. Try 'activity volume by owner' for the event log, or ask that breakdown against a trading measure (e.g. 'realized revenue by sales stream').", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_MEASURE_READING_CONFLICT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_after_registration:first-count:base:repeat1", "case_id": "independent11:verified_after_registration:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10885.87226998061, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": null, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10880.121238529682, "feature_first_useful_ms": 10865.178816020489, "first_useful_ms": 10870.608296245337, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 5.394899286329746, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:verified_after_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2800851836800575, "optional_ms": 65.00993203371763, "queue_ms": 0.0, "required_to_ready_ms": 10687.279369682074, "submission_ack_ms": 6.573230028152466, "total_ms": 10752.856411971152}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "29645cae-1f7d-4622-8d98-1e5e959c1331", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 72, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 66, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.created_at", "columns": ["ct.client_360.created_at"], "end": 128, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "registration date", "multi": false, "options": [], "phrase": "signed up", "residence": "gold-rollup", "samples": ["2024-03-15", "2025-01-02"], "source": "signup-date mis-binding fix (created_at vs first_activated_at)", "source_selector": "gold", "start": 111, "system": "CT", "text": "registration date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 153, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 147, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "29645cae-1f7d-4622-8d98-1e5e959c1331", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "0e9866b4-cff7-4e47-9883-af4f5c6830fc", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: Unverified calendar semantics: physical timestamp type or lineage is missing Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 112.19704151153564, "federation_metadata": null, "generated_sql": "SELECT CAST(COUNT(DISTINCT a.id) AS INT) AS client_count FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id JOIN public.broker_accounts AS ba ON ba.user_id = a.id WHERE NOT c.completed_registration_at IS NULL AND NOT ba.verified_at IS NULL AND CAST(((ba.verified_at) AT TIME ZONE 'UTC') AT TIME ZONE 'UTC' AS DATE) > CAST(((c.completed_registration_at) AT TIME ZONE 'UTC') AT TIME ZONE 'Europe/London' AS DATE)", "generated_sql_pretty": "SELECT\n  CAST(COUNT(DISTINCT a.id) AS INT) AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nJOIN public.broker_accounts AS ba\n  ON ba.user_id = a.id\nWHERE\n  NOT c.completed_registration_at IS NULL\n  AND NOT ba.verified_at IS NULL\n  AND CAST((\n    (\n      ba.verified_at\n    ) AT TIME ZONE 'UTC'\n  ) AT TIME ZONE 'UTC' AS DATE) > CAST((\n    (\n      c.completed_registration_at\n    ) AT TIME ZONE 'UTC'\n  ) AT TIME ZONE 'Europe/London' AS DATE)", "guard": "CalendarSemanticsError", "id": "4c80f867-c0ed-4fce-8b83-470e3cf390d5", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8a5cd1e703975953", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8a5cd1e703975953", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role whose earliest verified broker account date is after their completed registration date are there? Return client_count, including zero if none qualify.", "outcome": "refusal", "pivot": null, "query_id": "29645cae-1f7d-4622-8d98-1e5e959c1331", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "Unverified calendar semantics: physical timestamp type or lineage is missing", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "Unverified calendar semantics: physical timestamp type or lineage is missing", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "7696f600a878f05f0ca24453831cbfaf", "trace_snapshot": {"child_trace_ids": ["7696f600c1e5c6c10f0e4c77b36b4b53"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600a878f05f0ca24453831cbfaf", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "cf5bb15a-696d-4b5b-bfb4-1362102d2f24", "optional_status": "done", "timing": {"base_persistence_ms": 1.2800851836800575, "optional_ms": 65.00993203371763, "queue_ms": 0.0, "required_to_ready_ms": 10687.279369682074, "submission_ack_ms": 6.573230028152466, "total_ms": 10752.856411971152}}, "row_count": 0, "status": "error", "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}, "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 7.01, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 112.2, "validate_ms": 0.0}, "trace_id": "7696f600a878f05f0ca24453831cbfaf", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "Unverified calendar semantics: physical timestamp type or lineage is missing", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:outdated_still_activated:first-count:base:repeat1", "case_id": "independent11:outdated_still_activated:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11752.617748454213, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 16}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11748.40157199651, "feature_first_useful_ms": 11737.114776857197, "first_useful_ms": 11741.026932373643, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.8746045902371407, "intent_family": "independent11:outdated_still_activated", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.38087822496891, "optional_ms": 76.47843193262815, "queue_ms": 0.0, "required_to_ready_ms": 11438.345317728817, "submission_ack_ms": 2.189936116337776, "total_ms": 11516.33446291089}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a79611fa-691b-4177-9d69-44b0a1810e2e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 75, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 69, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 128, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 122, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a79611fa-691b-4177-9d69-44b0a1810e2e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "3451675c-7912-4f04-ae00-0420aa8e7d9c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "f2b9a2d7-eb59-43fc-9b4b-a15cded0428a", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "57b3a85a38d55ea4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The schema provided does not include ct.client_360 (the only table permitted by the federation gold-leg constraint), and no column identifies a broker account previously verified but now outdated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_360 c", "prompt_sha256": "e416a6d26f7cb915", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e416a6d26f7cb915", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with a previously verified broker account now marked outdated are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "a79611fa-691b-4177-9d69-44b0a1810e2e", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-a79611fa-691b-4177-9d69-44b0a1810e2e", "trace_snapshot": {"job": {"job_id": "c1238ce7-d7f2-40dc-b354-d142142b0568", "optional_status": "done", "timing": {"base_persistence_ms": 5.38087822496891, "optional_ms": 76.47843193262815, "queue_ms": 0.0, "required_to_ready_ms": 11438.345317728817, "submission_ack_ms": 2.189936116337776, "total_ms": 11516.33446291089}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:notified_without_verification:first-count:base:repeat1", "case_id": "independent11:notified_without_verification:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 22661.86728514731, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 11}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 22656.550588086247, "feature_first_useful_ms": 22640.810958109796, "first_useful_ms": 22645.76211106032, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.900400526821613, "intent_family": "independent11:notified_without_verification", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 7.879004813730717, "optional_ms": 72.85996619611979, "queue_ms": 0.0, "required_to_ready_ms": 22314.17684443295, "submission_ack_ms": 4.473364911973476, "total_ms": 22388.42410966754}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5b57d12d-ced9-4bd4-89df-8de9a656c95f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 64, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 58, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 147, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 141, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5b57d12d-ced9-4bd4-89df-8de9a656c95f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "10078874-c4b1-451e-9d50-d780e1fc7411", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a WHERE EXISTS (SELECT 1 FROM public.broker_accounts ba1 WHERE ba1.user_id = a.id AND ba1.notified_at IS NOT NULL AND ba1.deleted_at IS NULL) AND NOT EXISTS (SELECT 1 FROM public.broker_accounts ba2 WHERE ba2.user_id = a.id AND ba2.verified_at IS NOT NULL AND ba2.deleted_at IS NULL)"}, {"source": "gold", "sql": "SELECT COUNT(*) AS client_count FROM public.accounts a WHERE EXISTS (SELECT 1 FROM public.broker_accounts b WHERE b.user_id = a.id AND b.notified_at IS NOT NULL AND b.deleted_at IS NULL) AND NOT EXISTS (SELECT 1 FROM public.broker_accounts v WHERE v.user_id = a.id AND v.verified_at IS NOT NULL)"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "f902b2e0-b28f-4317-ac8d-be4944295147", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0abd50a6a2596323", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5e8034705b4194be", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The gold catalog contains only ct.client_360, ct.accounts, ct.activation, ct.client_revenue and pipedrive.* tables, none of which expose broker_accounts notified_at/verified_at data, so this question cannot be answered from the allowlisted relations.\",\n  \"con", "prompt_sha256": "0b1e478f6e294967", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0b1e478f6e294967", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with a notified broker account but no broker account that has ever been verified are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "5b57d12d-ced9-4bd4-89df-8de9a656c95f", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-5b57d12d-ced9-4bd4-89df-8de9a656c95f", "trace_snapshot": {"job": {"job_id": "22d2ae7c-ddb9-43b7-9220-b620a4d88271", "optional_status": "done", "timing": {"base_persistence_ms": 7.879004813730717, "optional_ms": 72.85996619611979, "queue_ms": 0.0, "required_to_ready_ms": 22314.17684443295, "submission_ack_ms": 4.473364911973476, "total_ms": 22388.42410966754}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:multi_broker_activation:first-count:base:repeat1", "case_id": "independent11:multi_broker_activation:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17943.61603166908, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 48}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17939.418544061482, "feature_first_useful_ms": 17906.620868481696, "first_useful_ms": 17910.415410995483, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.758101724088192, "intent_family": "independent11:multi_broker_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1356594040989876, "optional_ms": 141.5845174342394, "queue_ms": 0.0, "required_to_ready_ms": 17573.720766231418, "submission_ack_ms": 3.2203812152147293, "total_ms": 17721.67257592082}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b678c46a-fa4e-4a2e-b271-ea58d7501731", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 91, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "brokers", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 84, "system": "CT", "text": "brokers"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 116, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 110, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b678c46a-fa4e-4a2e-b271-ea58d7501731", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "1d0e6b53-e138-4eff-954b-26420a5992cf", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(*) AS client_count FROM (SELECT ba.user_id FROM public.broker_accounts ba WHERE ba.user_id IS NOT NULL AND ba.verified_at IS NOT NULL AND ba.deleted_at IS NULL GROUP BY ba.user_id HAVING COUNT(DISTINCT ba.broker_id) >= 2) q"}, {"source": "gold", "sql": "SELECT ba.user_id AS user_id, COUNT(DISTINCT ba.broker_id) AS verified_broker_count FROM public.broker_accounts ba WHERE ba.user_id IS NOT NULL AND ba.verified_at IS NOT NULL AND ba.deleted_at IS NULL GROUP BY 1 HAVING COUNT(DISTINCT ba.broker_id) >= 2"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "a02481b1-e193-4f62-814f-cc8dcd017d2d", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "737b3b5c4fd9a401", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "26e22bf8e91134df", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "c9aa3182c3dfc0ed", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c9aa3182c3dfc0ed", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role that have at least two different verified brokers are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "b678c46a-fa4e-4a2e-b271-ea58d7501731", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-b678c46a-fa4e-4a2e-b271-ea58d7501731", "trace_snapshot": {"job": {"job_id": "a23b1e16-8659-42c5-b53b-caac8dce7c1e", "optional_status": "done", "timing": {"base_persistence_ms": 1.1356594040989876, "optional_ms": 141.5845174342394, "queue_ms": 0.0, "required_to_ready_ms": 17573.720766231418, "submission_ack_ms": 3.2203812152147293, "total_ms": 17721.67257592082}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:private_declared_currency_overlap:first-count:base:repeat1", "case_id": "independent11:private_declared_currency_overlap:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20559.663956053555, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20555.88959529996, "feature_first_useful_ms": 20542.045451700687, "first_useful_ms": 20545.551783405244, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.474839963018894, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.282524041831493, "optional_ms": 65.53878076374531, "queue_ms": 0.0, "required_to_ready_ms": 20239.20281883329, "submission_ack_ms": 1.6832184046506882, "total_ms": 20306.035653688014}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c616c8e8-d2e4-4c06-9064-dc6ce1d40122", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 35, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 29, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c616c8e8-d2e4-4c06-9064-dc6ce1d40122", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "b1f45f76-04a5-4ccf-85dc-8f9945229996", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND COALESCE(array_length(c.sell_currencies, 1), 0) > 0 AND COALESCE(array_length(c.buy_currencies, 1), 0) > 0"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT c.id) AS client_count FROM public.clients c WHERE c.type = 'private' AND c.sell_currencies IS NOT NULL AND array_length(c.sell_currencies, 1) >= 1 AND c.buy_currencies IS NOT NULL AND array_length(c.buy_currencies, 1) >= 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "bb130bcf-e9c2-4df0-a77a-657d7982d46a", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b64dcb448ae60607", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3428359c37ed697b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "eb19c758e9941707", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "eb19c758e9941707", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct private CT client records who declared at least one currency on both the sell and buy sides are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "c616c8e8-d2e4-4c06-9064-dc6ce1d40122", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-c616c8e8-d2e4-4c06-9064-dc6ce1d40122", "trace_snapshot": {"job": {"job_id": "5bac39d6-839c-45e3-ae1f-e1ee1525e95a", "optional_status": "done", "timing": {"base_persistence_ms": 5.282524041831493, "optional_ms": 65.53878076374531, "queue_ms": 0.0, "required_to_ready_ms": 20239.20281883329, "submission_ack_ms": 1.6832184046506882, "total_ms": 20306.035653688014}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 4}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:corporate_registration_without_trade:first-count:base:repeat1", "case_id": "independent11:corporate_registration_without_trade:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10041.1008708179, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10026.25189255923, "feature_first_useful_ms": 6534.536321647465, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6548.534110188484, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 13.931096531450748, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 7.623976096510887, "first_useful_ms": 6196.140827611089, "optional_ms": 3596.28492500633, "queue_ms": 0.0, "required_to_ready_ms": 6196.140827611089, "submission_ack_ms": 2.235288731753826, "total_ms": 9794.364931061864}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 4.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a92497dd-276b-41c5-bb5d-f4dd29ad1c24", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct corporate CT client records with...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 37, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 31, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a92497dd-276b-41c5-bb5d-f4dd29ad1c24", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "4abaf64f-806e-43bf-8e02-d9565ae36538", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 15.58}, "created_at": "2026-09-06T12:00:00Z", "data": [[4]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 138.58914375305176, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type IS NOT NULL AND c.type <> 'PersonalAccount' AND c.completed_registration_at IS NOT NULL AND NOT EXISTS (SELECT 1 FROM public.trade_bookings tb WHERE tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed')", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.type IS NULL\n  AND c.type <> 'PersonalAccount'\n  AND NOT c.completed_registration_at IS NULL\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM public.trade_bookings AS tb\n    WHERE\n      tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed'\n  )", "guard": null, "id": "1e1a4474-6121-4274-810a-7c2c34bbe76e", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month."], "insight_headline": "First returned row \u2014 client_count: 4.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "354909e6b367a23c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "354909e6b367a23c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct corporate CT client records with completed registration who have no non-deleted, non-closed booking are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "a92497dd-276b-41c5-bb5d-f4dd29ad1c24", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and trade_bookings.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on type, completed_registration_at, status, user_id, id, and deleted_at."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, clients, and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600555a17c7bb9f4628a82f3697", "trace_snapshot": {"child_trace_ids": ["7696f6009f547ead1c794b68ac37ff53"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600555a17c7bb9f4628a82f3697", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "65b5782f-d77e-45fa-8a8c-6047b662b875", "optional_status": "done", "timing": {"base_persistence_ms": 7.623976096510887, "first_useful_ms": 6196.140827611089, "optional_ms": 3596.28492500633, "queue_ms": 0.0, "required_to_ready_ms": 6196.140827611089, "submission_ack_ms": 2.235288731753826, "total_ms": 9794.364931061864}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.53, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 138.59, "validate_ms": 0.0}, "trace_id": "7696f600555a17c7bb9f4628a82f3697", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_only_system_activity:first-count:base:repeat1", "case_id": "independent11:quote_only_system_activity:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12528.350450098515, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12521.50060981512, "feature_first_useful_ms": 12510.633041150868, "first_useful_ms": 12517.200349830091, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 6.527687422931194, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.430039621889591, "optional_ms": 72.1386494114995, "queue_ms": 0.0, "required_to_ready_ms": 12214.703551493585, "submission_ack_ms": 1.5238113701343536, "total_ms": 12288.653205148876}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "8b12ec54-5a5a-4bf8-9179-2c0ed49bbca8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 75, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quotes", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 69, "system": "CT", "text": "quotes"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 128, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 122, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "8b12ec54-5a5a-4bf8-9179-2c0ed49bbca8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "74d0f9fa-5928-4a7c-87d1-91d15b6a39c7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "WITH sys_q AS (SELECT user_id FROM public.quotes WHERE type IN ('admin_ping', 'rate_alert', 'rsi_alert') AND NOT quotes.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY user_id), user_q AS (SELECT user_id FROM public.quotes WHERE type = 'by_client' AND NOT quotes.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY user_id) SELECT COUNT(*) AS client_count FROM sys_q LEFT JOIN user_q ON user_q.user_id = sys_q.user_id WHERE user_q.user_id IS NULL"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "0b6d1598-60df-4c4b-a506-c4547ad3ebe3", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b7adce12cc9f2961", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "f6f1116ea14c67e7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f6f1116ea14c67e7", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role that have system-generated quotes and no user-requested quote are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "8b12ec54-5a5a-4bf8-9179-2c0ed49bbca8", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-8b12ec54-5a5a-4bf8-9179-2c0ed49bbca8", "trace_snapshot": {"job": {"job_id": "83d112cd-5891-4626-8b6e-5aeaf81a3105", "optional_status": "done", "timing": {"base_persistence_ms": 3.430039621889591, "optional_ms": 72.1386494114995, "queue_ms": 0.0, "required_to_ready_ms": 12214.703551493585, "submission_ack_ms": 1.5238113701343536, "total_ms": 12288.653205148876}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:unknown_sti_with_broker:first-count:base:repeat1", "case_id": "independent11:unknown_sti_with_broker:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21113.59895952046, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 7}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21109.748455695808, "feature_first_useful_ms": 21098.236392252147, "first_useful_ms": 21101.76993533969, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.490600734949112, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.0702723413705826, "optional_ms": 70.83521503955126, "queue_ms": 0.0, "required_to_ready_ms": 20801.713372580707, "submission_ack_ms": 1.9920989871025085, "total_ms": 20873.132857494056}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "dd876cea-2ebe-458b-992e-53b1e998f335", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 21, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 53, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "client type", "multi": false, "options": [], "phrase": "client type", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 42, "system": "CT", "text": "client type"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 97, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 91, "system": "CT", "text": "broker"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "dd876cea-2ebe-458b-992e-53b1e998f335", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "a6e29fe5-1787-49f0-8ee9-e6977f423bd1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT c.user_id)::bigint AS client_count FROM public.clients c WHERE c.type IS NULL AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = c.user_id AND ba.deleted_at IS NULL)"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT c.user_id) AS client_count FROM public.clients c WHERE (c.type IS NULL OR c.type ILIKE 'unknown%') AND c.user_id IS NOT NULL AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = c.user_id)"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "aad00e6b-d906-4606-91dc-ff100e04d1aa", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ea3fc8196e20ad80", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "40488d2b12d36c4f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "62c5d3b88f7e9b70", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "62c5d3b88f7e9b70", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT client records whose client type is unknown and who have at least one broker account are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "dd876cea-2ebe-458b-992e-53b1e998f335", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-dd876cea-2ebe-458b-992e-53b1e998f335", "trace_snapshot": {"job": {"job_id": "8d5c4365-f445-4475-abfd-2977f201f8a5", "optional_status": "done", "timing": {"base_persistence_ms": 2.0702723413705826, "optional_ms": 70.83521503955126, "queue_ms": 0.0, "required_to_ready_ms": 20801.713372580707, "submission_ack_ms": 1.9920989871025085, "total_ms": 20873.132857494056}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_conversion_valid_link:first-count:base:repeat1", "case_id": "independent11:quote_conversion_valid_link:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10617.549140937626, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10612.233156338334, "feature_first_useful_ms": 10598.037229850888, "first_useful_ms": 10602.844067849219, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.769337363541126, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.59830928593874, "optional_ms": 68.44967044889927, "queue_ms": 0.0, "required_to_ready_ms": 10294.680381193757, "submission_ack_ms": 1.4503411948680878, "total_ms": 10364.085525274277}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "92d067d9-f611-4fe5-a082-a411656a5d5c", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 57, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 52, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.quotes.id", "columns": ["ct.quotes.id"], "end": 125, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote id.", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote id", "multi": false, "options": [], "phrase": "quotes id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 117, "system": "CT", "text": "quote ID"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 155, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 149, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "92d067d9-f611-4fe5-a082-a411656a5d5c", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "8305dd97-c99b-4bd8-9e06-907d76886c9b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT q.user_id) AS client_count FROM public.quotes AS q JOIN public.trade_bookings AS tb ON tb.quote_id = q.id WHERE (q.type = 'by_client' AND tb.deleted_at IS NULL AND tb.status <> 'closed') AND NOT q.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "3e806c99-1348-41f6-9979-4cc7aaa70027", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "72b35af6669693d4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "88fc1285a2c59279", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "88fc1285a2c59279", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role whose own quote converted to a non-deleted, non-closed booking through the quote ID link are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "92d067d9-f611-4fe5-a082-a411656a5d5c", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-92d067d9-f611-4fe5-a082-a411656a5d5c", "trace_snapshot": {"job": {"job_id": "20375e61-9f59-4496-8aa5-f0cf29bfcdcc", "optional_status": "done", "timing": {"base_persistence_ms": 4.59830928593874, "optional_ms": 68.44967044889927, "queue_ms": 0.0, "required_to_ready_ms": 10294.680381193757, "submission_ack_ms": 1.4503411948680878, "total_ms": 10364.085525274277}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_days_before_activation:first-count:base:repeat1", "case_id": "independent11:quote_days_before_activation:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17284.490544348955, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17278.555408120155, "feature_first_useful_ms": 17203.42368260026, "first_useful_ms": 17209.033348597586, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.552384071052074, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.3330069854855537, "optional_ms": 103.71433198451996, "queue_ms": 0.0, "required_to_ready_ms": 16987.418697215617, "submission_ack_ms": 2.024030312895775, "total_ms": 17092.208126559854}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b24392fd-5da0-457e-962f-57318fb7a1bc", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 68, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 63, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 105, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 99, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 153, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 147, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b24392fd-5da0-457e-962f-57318fb7a1bc", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "b8035a4c-89ce-49c6-b00f-db75bf3655c5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT CASE WHEN COUNT(*) = 0 THEN 0 ELSE SUM(CASE WHEN q.first_quote_at < v.first_verified_at THEN 1 ELSE 0 END) END AS client_count FROM (SELECT q.user_id, MIN(q.created_at) AS first_quote_at FROM public.quotes AS q WHERE (q.type = 'by_client' AND NOT q.user_id IS NULL) AND NOT q.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY q.user_id) AS q JOIN (SELECT ba.user_id, MIN(ba.verified_at) AS first_verified_at FROM public.broker_accounts AS ba WHERE NOT ba.user_id IS NULL AND NOT ba.verified_at IS NULL AND ba.deleted_at IS NULL GROUP BY ba.user_id) AS v ON v.user_id = q.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "7eec59f9-68f2-440c-bc6e-7feef9844649", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "cd6b14eae73caac1", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "ccaee4d21dbe541a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ccaee4d21dbe541a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role whose user-requested quote predates their earliest known broker verification timestamp are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "b24392fd-5da0-457e-962f-57318fb7a1bc", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-b24392fd-5da0-457e-962f-57318fb7a1bc", "trace_snapshot": {"job": {"job_id": "b8ca2145-6091-4f29-af5f-d450575764ce", "optional_status": "done", "timing": {"base_persistence_ms": 3.3330069854855537, "optional_ms": 103.71433198451996, "queue_ms": 0.0, "required_to_ready_ms": 16987.418697215617, "submission_ack_ms": 2.024030312895775, "total_ms": 17092.208126559854}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:booked_without_settled_history:first-count:base:repeat1", "case_id": "independent11:booked_without_settled_history:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9002.696715295315, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8997.9966590181, "feature_first_useful_ms": 8984.587030485272, "first_useful_ms": 8988.929813727736, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.275988787412643, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.410323686897755, "optional_ms": 63.81873972713947, "queue_ms": 0.0, "required_to_ready_ms": 8846.065532416105, "submission_ack_ms": 2.2433288395404816, "total_ms": 8911.381915211678}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ea631cd0-deef-4946-bb38-e056d397dc98", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 116, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 110, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ea631cd0-deef-4946-bb38-e056d397dc98", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "2e12bb2e-2a03-4d77-9057-a8db0656ea39", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "88e4a91b-c446-495a-9d77-45f57f7fef06", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3bb15c74611a9e7f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The federation leg requires ct.client_360 and pipedrive.* tables, but only public.* tables are available in the schema, so I cannot generate a compliant query.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"Requested sources (ct.client_360, pipedrive.*) are n", "prompt_sha256": "2ef1031b7c5740a1", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2ef1031b7c5740a1", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with a non-deleted booking but no settled booking are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "ea631cd0-deef-4946-bb38-e056d397dc98", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-ea631cd0-deef-4946-bb38-e056d397dc98", "trace_snapshot": {"job": {"job_id": "55805dce-5e57-457c-baec-049eae51c192", "optional_status": "done", "timing": {"base_persistence_ms": 4.410323686897755, "optional_ms": 63.81873972713947, "queue_ms": 0.0, "required_to_ready_ms": 8846.065532416105, "submission_ack_ms": 2.2433288395404816, "total_ms": 8911.381915211678}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:prebillable_eligible_stats:first-count:base:repeat1", "case_id": "independent11:prebillable_eligible_stats:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20174.45867229253, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": null, "expected_rows": [{"client_count": 49}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20170.238143764436, "feature_first_useful_ms": 20156.8846963346, "first_useful_ms": 20160.570995882154, "fixture": "base", "guard": "CTMeasureBasisError", "http_status": 202, "independent_oracle_ms": 3.653627820312977, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.0490169301629066, "optional_ms": 70.90032566338778, "queue_ms": 0.0, "required_to_ready_ms": 19726.092585362494, "submission_ack_ms": 171.54720425605774, "total_ms": 19798.069450072944}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bc4608e6-81e4-4cb0-b67e-d4be6a29ee05", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 136, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 130, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bc4608e6-81e4-4cb0-b67e-d4be6a29ee05", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "ee9cfbd3-0e13-4cb7-9a16-c243e436375f", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali...", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CTMeasureBasisError", "id": "018ec16c-3aba-43e7-af0b-e969c9832a8b", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "cade5e223aeed582", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d23804f43c6f42f9", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "a5eff033204ac6d1", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a5eff033204ac6d1", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters are there? Return client_count, including zero if none qualify.", "outcome": "refusal", "pivot": null, "query_id": "bc4608e6-81e4-4cb0-b67e-d4be6a29ee05", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CTMeasureBasisError", "guard": "CTMeasureBasisError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}, "time_window": null, "trace_id": "federated-bc4608e6-81e4-4cb0-b67e-d4be6a29ee05", "trace_snapshot": {"job": {"job_id": "ce3109d4-414f-4b57-ae46-3cb225c8f61f", "optional_status": "done", "timing": {"base_persistence_ms": 3.0490169301629066, "optional_ms": 70.90032566338778, "queue_ms": 0.0, "required_to_ready_ms": 19726.092585362494, "submission_ack_ms": 171.54720425605774, "total_ms": 19798.069450072944}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CTMeasureBasisError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:invoice_before_settlement:first-count:base:repeat1", "case_id": "independent11:invoice_before_settlement:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 28181.26500118524, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 28175.481538288295, "feature_first_useful_ms": 28159.828251227736, "first_useful_ms": 28165.272762067616, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.408149212598801, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.4437733963131905, "optional_ms": 82.55019411444664, "queue_ms": 0.0, "required_to_ready_ms": 27831.51969127357, "submission_ack_ms": 2.7641858905553818, "total_ms": 27920.08524481207}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "789aafa0-eee2-449a-ac02-2e7690a47bde", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 167, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 161, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "789aafa0-eee2-449a-ac02-2e7690a47bde", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "2e13b06d-3c8a-4af7-b8eb-69e136cec595", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT CAST(COUNT(DISTINCT tb.user_id) AS BIGINT) AS client_count FROM public.trade_bookings AS tb WHERE (NOT tb.invoice_at IS NULL AND NOT COALESCE(tb.status, '') IN ('closed', 'settled')) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT t.user_id) AS client_count FROM public.trade_bookings t WHERE t.user_id IS NOT NULL AND t.invoice_at IS NOT NULL AND t.status NOT IN ('closed', 'settled')"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "5291af17-d739-4297-82d4-372504c21d9e", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2381ce06a595ffe9", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "746c88ec124d2cf8", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "3be62428086585c1", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "d66732362b2638ce", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d66732362b2638ce", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "789aafa0-eee2-449a-ac02-2e7690a47bde", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-789aafa0-eee2-449a-ac02-2e7690a47bde", "trace_snapshot": {"job": {"job_id": "d31feeaf-9489-4b0a-bc37-f185377e347b", "optional_status": "done", "timing": {"base_persistence_ms": 6.4437733963131905, "optional_ms": 82.55019411444664, "queue_ms": 0.0, "required_to_ready_ms": 27831.51969127357, "submission_ack_ms": 2.7641858905553818, "total_ms": 27920.08524481207}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deleted_booking_live_account:first-count:base:repeat1", "case_id": "independent11:deleted_booking_live_account:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12086.470533162355, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 6}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12081.930423155427, "feature_first_useful_ms": 12041.876003146172, "first_useful_ms": 12046.099151484668, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.182015545666218, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0187448933720589, "optional_ms": 73.94525315612555, "queue_ms": 0.0, "required_to_ready_ms": 11922.134520485997, "submission_ack_ms": 1.869814470410347, "total_ms": 11996.761857531965}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6820f500-d091-442b-aef6-fe72f3354e83", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 126, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 120, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6820f500-d091-442b-aef6-fe72f3354e83", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "97dfc1f4-507e-4519-90d0-c13238e4f43d", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "3439b909-7ede-4111-aa19-6e9300023202", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f5c9dd7d95c21460", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The federation context requires drawing only from ct.client_360, but that table is not present in the provided schema, so I cannot map the required fields (account deleted flag, deleted booking flag) without inventing columns.\",\n  \"confidence\": \"uncertain\",\n ", "prompt_sha256": "6277a7afd7739151", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6277a7afd7739151", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role whose account is not deleted but who have a deleted booking are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "6820f500-d091-442b-aef6-fe72f3354e83", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-6820f500-d091-442b-aef6-fe72f3354e83", "trace_snapshot": {"job": {"job_id": "fdbd5324-44aa-43e1-97a2-66b86748de26", "optional_status": "done", "timing": {"base_persistence_ms": 1.0187448933720589, "optional_ms": 73.94525315612555, "queue_ms": 0.0, "required_to_ready_ms": 11922.134520485997, "submission_ack_ms": 1.869814470410347, "total_ms": 11996.761857531965}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:negative_realized_commission:first-count:base:repeat1", "case_id": "independent11:negative_realized_commission:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12678.524720482528, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": null, "expected_rows": [{"client_count": 5}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12673.706103116274, "feature_first_useful_ms": 12656.010434962809, "first_useful_ms": 12660.587533377111, "fixture": "base", "guard": "RequestedResultShapeError", "http_status": 202, "independent_oracle_ms": 4.51421644538641, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:negative_realized_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 8.117593824863434, "optional_ms": 85.35738196223974, "queue_ms": 0.0, "required_to_ready_ms": 12351.257828064263, "submission_ack_ms": 1.960798166692257, "total_ms": 12439.036094583571}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "743d7597-014b-4a83-a001-4fdbd8deb629", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 80, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 70, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 117, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 111, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "743d7597-014b-4a83-a001-4fdbd8deb629", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "109e8ec8-f028-40c5-b851-8b265ea2de4b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified. Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row...", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row..."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "RequestedResultShapeError", "id": "0b960089-3844-476a-bcd8-43c37c6882a9", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a324ca4795d5d5f4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "de1036c980871d7f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "de1036c980871d7f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role whose sum of known realized commission is negative are there? Return client_count, including zero if none qualify.", "outcome": "refusal", "pivot": null, "query_id": "743d7597-014b-4a83-a001-4fdbd8deb629", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "RequestedResultShapeError", "guard": "RequestedResultShapeError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row..."}, "time_window": null, "trace_id": "federated-743d7597-014b-4a83-a001-4fdbd8deb629", "trace_snapshot": {"job": {"job_id": "d7372405-9dd1-48e4-aa02-43ff901435d9", "optional_status": "done", "timing": {"base_persistence_ms": 8.117593824863434, "optional_ms": 85.35738196223974, "queue_ms": 0.0, "required_to_ready_ms": 12351.257828064263, "submission_ack_ms": 1.960798166692257, "total_ms": 12439.036094583571}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "RequestedResultShapeError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:fx_missing_on_settled:first-count:base:repeat1", "case_id": "independent11:fx_missing_on_settled:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 18140.869170427322, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 18130.091844126582, "feature_first_useful_ms": 18115.744633600116, "first_useful_ms": 18126.141336746514, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 10.3036193177104, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.4488895907998085, "optional_ms": 64.24797419458628, "queue_ms": 0.0, "required_to_ready_ms": 17990.818397141993, "submission_ack_ms": 2.3379316553473473, "total_ms": 18056.829133071005}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "fdbc5267-8ff0-4aad-9337-d25c8b038d95", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.sell_currency_to_gbp_rate", "columns": ["ct.trade_bookings.sell_currency_to_gbp_rate"], "end": 102, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "GBP conversion rate for the sell leg. CT-report stats filter excludes trades where this IS NULL (commission cannot be converted to GBP).", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "sell currency to gbp rate", "multi": false, "options": [], "phrase": "sell currency to gbp rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 77, "system": "CT", "text": "sell-currency-to-GBP rate"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 127, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 121, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "fdbc5267-8ff0-4aad-9337-d25c8b038d95", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "16464cdd-b784-4288-846f-e6ca6cf885d5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a WHERE EXISTS (SELECT 1 FROM public.trade_bookings tb WHERE tb.user_id = a.id AND tb.status = 'settled' AND tb.deleted_at IS NULL AND tb.sell_currency_to_gbp_rate IS NULL)"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT t.user_id) AS client_count FROM ct.trade_bookings t WHERE t.status = 'settled' AND t.sell_currency_to_gbp_rate IS NULL"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "b5ddfafc-a208-4db8-b112-fed72a4161de", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "185b4aed1206e378", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5ee1b7f9a2906735", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "2f3dcfdc7e213fdf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2f3dcfdc7e213fdf", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "fdbc5267-8ff0-4aad-9337-d25c8b038d95", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-fdbc5267-8ff0-4aad-9337-d25c8b038d95", "trace_snapshot": {"job": {"job_id": "619b99ae-0491-4014-af44-f384c71a7f2b", "optional_status": "done", "timing": {"base_persistence_ms": 3.4488895907998085, "optional_ms": 64.24797419458628, "queue_ms": 0.0, "required_to_ready_ms": 17990.818397141993, "submission_ack_ms": 2.3379316553473473, "total_ms": 18056.829133071005}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:all_commission_unknown:first-count:base:repeat1", "case_id": "independent11:all_commission_unknown:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 42217.22749713808, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 5}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 42213.00666034222, "feature_first_useful_ms": 42198.36438912898, "first_useful_ms": 42202.265105210245, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.8682157173752785, "intent_family": "independent11:all_commission_unknown", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.548499032855034, "optional_ms": 86.14052925258875, "queue_ms": 0.0, "required_to_ready_ms": 42068.892375566065, "submission_ack_ms": 2.2877193987369537, "total_ms": 42156.0535999015}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5904f2ea-da28-4246-a9ba-aa51a4856b83", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 118, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 108, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 166, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 160, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5904f2ea-da28-4246-a9ba-aa51a4856b83", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "32d1ca12-6e99-4712-bb55-c824ec2074c5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id LEFT JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE NOT EXISTS(SELECT 1 FROM public.trade_details AS td2 JOIN public.trade_bookings AS tb2 ON tb2.id = td2.trade_booking_id WHERE tb2.user_id = a.id AND NOT td2.commission IS NULL) AND NOT a.id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}, {"source": "gold", "sql": "SELECT tb.user_id AS user_id, COUNT(DISTINCT tb.user_id) AS client_count FROM public.trade_bookings tb JOIN public.trade_details td ON td.trade_booking_id = tb.id JOIN public.accounts a ON a.id = tb.user_id WHERE td.commission IS NULL AND td.commission_net IS NULL AND td.commission_affiliate IS NULL AND td.commission_sub_affiliate IS NULL GROUP BY tb.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "e666e94d-f267-4489-9406-b94f3178ab22", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6d9db870c10a19fc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7664c65fc9750469", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The gold catalog contains only ct.client_360 rollups with no commission-input fields, so the 'all commission inputs unknown' condition cannot be evaluated in this leg.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"Commission-null detection requires public.tr", "prompt_sha256": "e8451f24b29feeaf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e8451f24b29feeaf", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "5904f2ea-da28-4246-a9ba-aa51a4856b83", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-5904f2ea-da28-4246-a9ba-aa51a4856b83", "trace_snapshot": {"job": {"job_id": "6448e3ab-0547-4364-96d0-5b0ef1927532", "optional_status": "done", "timing": {"base_persistence_ms": 2.548499032855034, "optional_ms": 86.14052925258875, "queue_ms": 0.0, "required_to_ready_ms": 42068.892375566065, "submission_ack_ms": 2.2877193987369537, "total_ms": 42156.0535999015}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_zero_booked_commission:first-count:base:repeat1", "case_id": "independent11:known_zero_booked_commission:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 50757.145126350224, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": null, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 50750.991492532194, "feature_first_useful_ms": 50740.053199231625, "first_useful_ms": 50745.9300942719, "fixture": "base", "guard": "ProviderRetryExhaustedError", "http_status": 202, "independent_oracle_ms": 5.817553028464317, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.010270677506924, "queue_ms": 0.0, "submission_ack_ms": 1.969628967344761, "total_ms": 50694.43319644779}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic checks may be unverified.", "execution_id": "18ef1997-db96-4241-bff5-aeac0b1557dd", "outcome": "refusal", "queried_at": null, "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": null, "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": null, "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 83, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 73, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 160, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 154, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": null, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "ec7cb80b-afcb-4df9-bda0-b0142679c043", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "provider", "error_code": "BI_PROVIDER_UNAVAILABLE", "error_message": "Provider: The generation provider is unavailable after the bounded retry. Retry the same question when the generation provider is available.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Retry the same question when the generation provider is available."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "ProviderRetryExhaustedError", "id": "18ef1997-db96-4241-bff5-aeac0b1557dd", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": null, "llm_trace": {}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero are there? Return client_count, including zero if none qualify.", "outcome": "refusal", "pivot": null, "query_id": null, "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "The generation provider is unavailable after the bounded retry.", "class": "provider", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "ProviderRetryExhaustedError", "guard": "ProviderRetryExhaustedError", "kind": "refusal", "proven_guard": false, "raw_error_message": "The generation provider is unavailable after the bounded retry.", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_PROVIDER_UNAVAILABLE", "suggested_rephrase": "Retry the same question when the generation provider is available."}, "time_window": null, "trace_id": null, "trace_snapshot": {"job": {"job_id": "c12cddbe-a884-4425-b0c7-2ad7c323cc91", "timing": {"base_persistence_ms": 6.010270677506924, "queue_ms": 0.0, "submission_ack_ms": 1.969628967344761, "total_ms": 50694.43319644779}}, "terminal_error": {"error_code": "BI_PROVIDER_UNAVAILABLE", "guard": "ProviderRetryExhaustedError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "provider", "terminal_projection_review": {"cause": "The generation provider is unavailable after the bounded retry.", "class": "provider", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_PROVIDER_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deadline_actual_date_disagreement:first-count:base:repeat1", "case_id": "independent11:deadline_actual_date_disagreement:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 16365.605060011148, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": null, "expected_rows": [{"client_count": 56}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 16361.708944663405, "feature_first_useful_ms": 16073.461375199258, "first_useful_ms": 16077.050370164216, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 3.5461438819766045, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.392473630607128, "optional_ms": 74.47549141943455, "queue_ms": 0.0, "required_to_ready_ms": 15960.785168223083, "submission_ack_ms": 1.4162184670567513, "total_ms": 16036.208122968674}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "26f44a83-9377-487a-b88f-89566d5001f4", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.completed_at", "columns": ["ct.trade_bookings.completed_at"], "end": 93, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "When the trade completed/settled. Date column for the realized (settled) commission reading.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "completion date", "multi": false, "options": [], "phrase": "completed at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 78, "system": "CT", "text": "completion date"}, {"clarify_case": null, "column": "ct.trade_bookings.settlement_at", "columns": ["ct.trade_bookings.settlement_at"], "end": 130, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The client's settlement DEADLINE (the must-settle-by date so the payment firm honours delivery) \u2014 NOT when revenue is realized. It is populated even on trades that have not settled yet (e.g. awaiting_funds). Do NOT date realized/settled money on this; use completed_at.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "settlement deadline", "multi": false, "options": [], "phrase": "settlement at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 111, "system": "CT", "text": "settlement deadline"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 209, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 203, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "26f44a83-9377-487a-b88f-89566d5001f4", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "c6aa5053-43b4-4147-9d98-4dc4cd7e06d8", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "c3e3f478-0df2-43c0-ab45-642903c2b271", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "96d1201591c352d7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2c4696e63484d4dc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "843c9c5cacd2fd18", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "843c9c5cacd2fd18", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC are there? Return client_count, including zero if none qualify.", "outcome": "refusal", "pivot": null, "query_id": "26f44a83-9377-487a-b88f-89566d5001f4", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-26f44a83-9377-487a-b88f-89566d5001f4", "trace_snapshot": {"job": {"job_id": "216853ff-faa8-4a9a-9525-e12d2bad770b", "optional_status": "done", "timing": {"base_persistence_ms": 2.392473630607128, "optional_ms": 74.47549141943455, "queue_ms": 0.0, "required_to_ready_ms": 15960.785168223083, "submission_ack_ms": 1.4162184670567513, "total_ms": 16036.208122968674}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:london_signup_month_edge:first-count:base:repeat1", "case_id": "independent11:london_signup_month_edge:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 16784.17698480189, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": null, "expected_rows": [{"client_count": 17}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 16780.188204720616, "feature_first_useful_ms": 16766.314581036568, "first_useful_ms": 16769.996399991214, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 3.640136681497097, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.0447419956326485, "optional_ms": 80.70704899728298, "queue_ms": 0.0, "required_to_ready_ms": 16610.465145669878, "submission_ack_ms": 1.8833260983228683, "total_ms": 16691.6661914438}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5803477e-e51b-48fa-884c-0b846c516e47", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 43, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 35, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 151, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 145, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5803477e-e51b-48fa-884c-0b846c516e47", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "8f97a979-f1f4-4a3a-83bd-952fd1e06736", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "078c312c-62d7-4d7a-8851-775116a00edb", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "dce3fa8f0d67f923", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d01358006c0bfbeb", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "74b63abf86af2ef8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "74b63abf86af2ef8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC are there? Return client_count, including zero if none qualify.", "outcome": "refusal", "pivot": null, "query_id": "5803477e-e51b-48fa-884c-0b846c516e47", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-5803477e-e51b-48fa-884c-0b846c516e47", "trace_snapshot": {"job": {"job_id": "4b407ede-ac05-4e85-a4b9-a1977f93b59e", "optional_status": "done", "timing": {"base_persistence_ms": 2.0447419956326485, "optional_ms": 80.70704899728298, "queue_ms": 0.0, "required_to_ready_ms": 16610.465145669878, "submission_ack_ms": 1.8833260983228683, "total_ms": 16691.6661914438}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 11}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:professional_zero_rate_referrals:first-count:base:repeat1", "case_id": "independent11:professional_zero_rate_referrals:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11474.693736992776, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 11}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11469.817945733666, "feature_first_useful_ms": 9278.01668830216, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 9282.397030852735, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.3481215834617615, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.516166634857655, "first_useful_ms": 9191.896189004183, "optional_ms": 1957.1844022721052, "queue_ms": 0.0, "required_to_ready_ms": 9191.896189004183, "submission_ack_ms": 1.8406137824058533, "total_ms": 11149.748644791543}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 11.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d15f7ff5-3b1f-427a-b52d-7da8a071cd27", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct CT client records referred by a ...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 21, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 72, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "professional affiliate", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 50, "system": "CT", "text": "professional affiliate"}, {"clarify_case": null, "column": "ct.affiliate_details.commission_rate", "columns": ["ct.affiliate_details.commission_rate"], "end": 94, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Affiliate commission rate; commission_rate > 0 marks a professional affiliate.", "federation_rule": null, "matched_term": "commission rate", "multi": false, "options": [], "phrase": "affiliate details commission rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 79, "system": "CT", "text": "commission rate"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d15f7ff5-3b1f-427a-b52d-7da8a071cd27", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 3 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "d10a604b-0b41-4be1-890b-5d97b0543c33", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.25e-06, "estimated_rows": 1, "ms_estimate": 0.21250000000000002, "rows": 1, "total_cost": 17.8}, "created_at": "2026-09-06T12:00:00Z", "data": [[11]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 147.75959216058254, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.accounts ref ON ref.id = a.affiliate_id JOIN public.affiliate_details ad ON ad.affiliate_id = ref.id JOIN public.clients c ON c.user_id = a.id WHERE a.affiliate_id IS NOT NULL AND ref.role IN ('Affiliate','AffiliateManager','Partner') AND ad.commission_rate = 0", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.accounts AS ref\n  ON ref.id = a.affiliate_id\nJOIN public.affiliate_details AS ad\n  ON ad.affiliate_id = ref.id\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT a.affiliate_id IS NULL\n  AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n  AND ad.commission_rate = 0", "guard": null, "id": "2ce02189-c55e-4a91-aef2-72d5ea1021be", "insight_assumptions": ["Assuming \"revenue\" = booked trading revenue (commission on all non-cancelled trades) \u2014 includes open/forward trades not yet settled \u2014 say 'settled', 'realized', or 'billable' to narrow."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 11.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9085eeb685a1ef8a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9085eeb685a1ef8a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT client records referred by a professional affiliate whose commission rate is zero are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "d15f7ff5-3b1f-427a-b52d-7da8a071cd27", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, affiliate_details, and clients.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on commission_rate, role, and affiliate_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, affiliate_details, and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c7001df4096f473e93136b64", "trace_snapshot": {"child_trace_ids": ["7696f6001fbc71277c124400a9ef0c07"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c7001df4096f473e93136b64", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "b5883286-1b90-43fe-9e58-ba10418e9c0f", "optional_status": "done", "timing": {"base_persistence_ms": 4.516166634857655, "first_useful_ms": 9191.896189004183, "optional_ms": 1957.1844022721052, "queue_ms": 0.0, "required_to_ready_ms": 9191.896189004183, "submission_ack_ms": 1.8406137824058533, "total_ms": 11149.748644791543}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 5.08, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 147.76, "validate_ms": 0.0}, "trace_id": "7696f600c7001df4096f473e93136b64", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:customer_referrals_with_reward_event:first-count:base:repeat1", "case_id": "independent11:customer_referrals_with_reward_event:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 316.6296910494566, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 311.990799382329, "feature_first_useful_ms": 299.3392674252391, "first_useful_ms": 303.7300808355212, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.334981553256512, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.552429214119911, "optional_ms": 0.0012908130884170532, "queue_ms": 0.0, "required_to_ready_ms": 4.905512556433678, "submission_ack_ms": 1.7513511702418327, "total_ms": 6.168914958834648}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "unnecessary_clarification", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"follow_up_ready": true, "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00"}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": null, "clarification": {"options": [], "question": "Rerun the previous question, or name the group."}, "client_recognizer_spans": [], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"follow_up_ready": true}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "1f43cc50-cf55-4aed-b011-3602ca532bf5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "e8789cf4-e2c4-48a0-8f4f-31931e9f7770", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": null, "llm_trace": {}, "metrics_used": [], "nl_query": "How many distinct CT client records referred by a customer account where that referrer has a reward event for the same client are there? Return client_count, including zero if none qualify.", "outcome": "clarification", "pivot": null, "query_id": "c17808c3-76e6-436c-a225-bb9ac8415940", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "clarify", "time_window": null, "trace_id": null, "trace_snapshot": {"job": {"job_id": "f7a82fcd-e7c8-4ac0-a97b-2b3ba054dc97", "optional_status": "done", "timing": {"base_persistence_ms": 2.552429214119911, "optional_ms": 0.0012908130884170532, "queue_ms": 0.0, "required_to_ready_ms": 4.905512556433678, "submission_ack_ms": 1.7513511702418327, "total_ms": 6.168914958834648}}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "clarification", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "clarify", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "clarify", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:first_booked_before_first_broker:first-count:base:repeat1", "case_id": "independent11:first_booked_before_first_broker:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 27603.76465972513, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 28}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 27589.66279681772, "feature_first_useful_ms": 27563.771242275834, "first_useful_ms": 27577.595595270395, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 13.785012066364288, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.965488031506538, "optional_ms": 75.47015696763992, "queue_ms": 0.0, "required_to_ready_ms": 27245.59777788818, "submission_ack_ms": 1.8337341025471687, "total_ms": 27323.323214426637}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "45b6e507-92a7-4532-b1b1-bc5f918ed3f4", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 113, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 107, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 151, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 145, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "45b6e507-92a7-4532-b1b1-bc5f918ed3f4", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "f8719f84-b049-41e7-8c8f-2089b0d82b1b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT CAST(COUNT(*) AS INT) AS client_count FROM (SELECT a.id FROM public.accounts AS a JOIN (SELECT user_id, MIN(traded_at) AS first_booking_at FROM public.trade_bookings WHERE (deleted_at IS NULL AND status <> 'closed' AND NOT traded_at IS NULL) AND NOT trade_bookings.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY user_id) AS ft ON ft.user_id = a.id JOIN (SELECT user_id, MIN(verified_at) AS first_verified_at FROM public.broker_accounts WHERE NOT verified_at IS NULL GROUP BY user_id) AS fv ON fv.user_id = a.id WHERE a.deleted_at IS NULL AND ft.first_booking_at < fv.first_verified_at) AS q"}, {"source": "gold", "sql": "SELECT COUNT(*) AS client_count FROM (SELECT tb.user_id, MIN(tb.traded_at) FILTER (WHERE tb.status <> 'closed' AND tb.deleted_at IS NULL) AS first_booking FROM public.trade_bookings tb GROUP BY 1) f JOIN LATERAL (SELECT MIN(ba.verified_at) AS first_verification FROM public.broker_accounts ba WHERE ba.user_id = f.user_id AND ba.deleted_at IS NULL) v ON TRUE WHERE f.first_booking IS NOT NULL AND v.first_verification IS NOT NULL AND f.first_booking < v.first_verification)"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "01c252ae-daff-40d8-a1ce-16051796df1d", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f20705ba7a1479f7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a6e4d767d02a1ce3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "a5f959d274ddc671", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "42f0e1ba21e0a596", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "42f0e1ba21e0a596", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "45b6e507-92a7-4532-b1b1-bc5f918ed3f4", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-45b6e507-92a7-4532-b1b1-bc5f918ed3f4", "trace_snapshot": {"job": {"job_id": "740d5204-674c-43be-a9c2-1f1af6ef0c0e", "optional_status": "done", "timing": {"base_persistence_ms": 5.965488031506538, "optional_ms": 75.47015696763992, "queue_ms": 0.0, "required_to_ready_ms": 27245.59777788818, "submission_ack_ms": 1.8337341025471687, "total_ms": 27323.323214426637}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 3}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:partner_paid_and_unpaid_statements:first-count:base:repeat1", "case_id": "independent11:partner_paid_and_unpaid_statements:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11836.841492913663, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 3}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11831.616919487715, "feature_first_useful_ms": 8151.464381255209, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8156.184115447104, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.679652862250805, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.7223052456974983, "first_useful_ms": 8084.161759354174, "optional_ms": 3536.3275557756424, "queue_ms": 0.0, "required_to_ready_ms": 8084.161759354174, "submission_ack_ms": 2.5398796424269676, "total_ms": 11621.107307262719}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 3.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "385c4ed3-d699-42aa-bba3-fea2431eec9e", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct professional CT partner accounts...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 41, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "partner", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "partner"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 50, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 42, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 130, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 124, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:e403a93d36dc17ad", "key_column": "affiliate_id", "key_count": 3, "keys": ["11902", "11903", "11904"], "keys_available": true, "materialized_from_aggregate": true, "over_cap": false}}, "columns": [{"aggregation": "sum", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "385c4ed3-d699-42aa-bba3-fea2431eec9e", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "3f598b96-3332-4ee6-bf89-b0d9c87601b3", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.45}, "created_at": "2026-09-06T12:00:00Z", "data": [[3]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 164.17096555233002, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM ( SELECT s.affiliate_id FROM public.affiliate_commission_statements s JOIN public.accounts ref ON ref.id = s.affiliate_id WHERE ref.role IN ('Affiliate','AffiliateManager','Partner') AND ref.deleted_at IS NULL GROUP BY s.affiliate_id HAVING COUNT(*) FILTER (WHERE s.paid_at IS NOT NULL) > 0 AND COUNT(*) FILTER (WHERE s.paid_at IS NULL) > 0 ) q", "generated_sql_pretty": "SELECT\n  COUNT(*) AS client_count\nFROM (\n  SELECT\n    s.affiliate_id\n  FROM public.affiliate_commission_statements AS s\n  JOIN public.accounts AS ref\n    ON ref.id = s.affiliate_id\n  WHERE\n    ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n    AND ref.deleted_at IS NULL\n  GROUP BY\n    s.affiliate_id\n  HAVING\n    COUNT(*) FILTER(WHERE\n      NOT s.paid_at IS NULL) > 0\n    AND COUNT(*) FILTER(WHERE\n      s.paid_at IS NULL) > 0\n) AS q", "guard": null, "id": "55007854-850d-4c42-8248-e34eb1c88f41", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month.", "Compare client count with the previous period."], "insight_headline": "First returned row \u2014 client_count: 3.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0c722b1ad0da59c2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0c722b1ad0da59c2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct professional CT partner accounts with both paid and unpaid monthly affiliate statements are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "385c4ed3-d699-42aa-bba3-fea2431eec9e", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from affiliate_commission_statements and accounts.", "Calculates how many rows there are."], "model": null, "provider": null, "summary": "Works out how many rows there are from affiliate_commission_statements and accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60027a280e0eeee4b4ba6859344", "trace_snapshot": {"child_trace_ids": ["7696f600108af25a45024456aee28303"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60027a280e0eeee4b4ba6859344", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "629a20b4-b2bc-416a-b6f6-d79e662b000e", "optional_status": "done", "timing": {"base_persistence_ms": 2.7223052456974983, "first_useful_ms": 8084.161759354174, "optional_ms": 3536.3275557756424, "queue_ms": 0.0, "required_to_ready_ms": 8084.161759354174, "submission_ack_ms": 2.5398796424269676, "total_ms": 11621.107307262719}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.07, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 164.17, "validate_ms": 0.0}, "trace_id": "7696f60027a280e0eeee4b4ba6859344", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 43}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:campaign_and_web_referral:first-count:base:repeat1", "case_id": "independent11:campaign_and_web_referral:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12588.374231010675, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12583.357135765254, "feature_first_useful_ms": 8345.496603287756, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8349.80548452586, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.272500053048134, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.481931380927563, "first_useful_ms": 8046.548550948501, "optional_ms": 4213.159918785095, "queue_ms": 0.0, "required_to_ready_ms": 8046.548550948501, "submission_ack_ms": 1.7046388238668442, "total_ms": 12260.341491550207}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 43.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d475f33c-ebe7-4065-812f-7b04b02f6228", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct CT accounts of any role assigned...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 18, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 126, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 120, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d475f33c-ebe7-4065-812f-7b04b02f6228", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "85712cef-4476-498b-829f-c0a3686c406d", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 7.68}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 152.59896218776703, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.user_analytics ua ON ua.user_id = a.id WHERE a.campaign_id IS NOT NULL AND NULLIF(TRIM(ua.came_from_domain), '') IS NOT NULL", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.user_analytics AS ua\n  ON ua.user_id = a.id\nWHERE\n  NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL", "guard": null, "id": "fc13298c-ccb6-4c19-859d-0539780b33db", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 43.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1e18986fc7d5496f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1e18986fc7d5496f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT accounts of any role assigned to a campaign and with a known web referral domain are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "d475f33c-ebe7-4065-812f-7b04b02f6228", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and user_analytics.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on campaign_id and came_from_domain."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts and user_analytics.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ed8d249e4d854041ad5a0cf6", "trace_snapshot": {"child_trace_ids": ["7696f6003b7aa5fefa4d447f8d460545"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ed8d249e4d854041ad5a0cf6", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "b678bf71-818c-417c-bbda-7e428bf12b77", "optional_status": "done", "timing": {"base_persistence_ms": 5.481931380927563, "first_useful_ms": 8046.548550948501, "optional_ms": 4213.159918785095, "queue_ms": 0.0, "required_to_ready_ms": 8046.548550948501, "submission_ack_ms": 1.7046388238668442, "total_ms": 12260.341491550207}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.2, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 152.6, "validate_ms": 0.0}, "trace_id": "7696f600ed8d249e4d854041ad5a0cf6", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:different_sales_ownership:first-count:base:repeat1", "case_id": "independent11:different_sales_ownership:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21010.926148854196, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 61}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21005.448087118566, "feature_first_useful_ms": 20717.663584277034, "first_useful_ms": 20722.83276449889, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.125168710947037, "intent_family": "independent11:different_sales_ownership", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.75532079488039, "optional_ms": 80.67323919385672, "queue_ms": 0.0, "required_to_ready_ms": 20600.740998983383, "submission_ack_ms": 1.734510064125061, "total_ms": 20682.70994257182}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "25a072ac-a9ce-499f-817b-cf64d684c3bd", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 43, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 35, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.salesperson_id", "columns": ["ct.accounts.salesperson_id"], "end": 61, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning salesperson id (account-level). Used alongside relationship_manager_id to assign a client's sales 'stream'/team.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "salesperson", "multi": false, "options": [], "phrase": "salesperson id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 50, "system": "CT", "text": "salesperson"}, {"clarify_case": null, "column": "ct.accounts.relationship_manager_id", "columns": ["ct.accounts.relationship_manager_id"], "end": 86, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning relationship manager id (account-level).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "relationship manager", "multi": false, "options": [], "phrase": "relationship manager id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 66, "system": "CT", "text": "relationship manager"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 126, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 120, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 151, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 145, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "25a072ac-a9ce-499f-817b-cf64d684c3bd", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "f2ae774c-d527-4742-b904-8a7a677149a8", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(*) AS client_count FROM public.accounts WHERE public.accounts.salesperson_id IS NOT NULL AND public.accounts.relationship_manager_id IS NOT NULL AND public.accounts.salesperson_id <> public.accounts.relationship_manager_id AND public.accounts.role = 'User'"}, {"source": "gold", "sql": "SELECT COUNT(*) AS client_count FROM public.accounts WHERE salesperson_id IS NOT NULL AND relationship_manager_id IS NOT NULL AND salesperson_id <> relationship_manager_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "668e26a3-1e68-40fb-8b4a-f9eef7c94e19", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "febb2dff8d2fade6", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "86f1a43ff9e219df", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "914d0c6dfb3d2b3d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "914d0c6dfb3d2b3d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct ordinary CT user accounts whose salesperson and relationship manager are both known and are different people are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "25a072ac-a9ce-499f-817b-cf64d684c3bd", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-25a072ac-a9ce-499f-817b-cf64d684c3bd", "trace_snapshot": {"job": {"job_id": "86cd100d-7d1f-4cab-90d8-d08028614ba9", "optional_status": "done", "timing": {"base_persistence_ms": 3.75532079488039, "optional_ms": 80.67323919385672, "queue_ms": 0.0, "required_to_ready_ms": 20600.740998983383, "submission_ack_ms": 1.734510064125061, "total_ms": 20682.70994257182}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 16}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:funnel_incomplete_contact:first-count:base:repeat1", "case_id": "independent11:funnel_incomplete_contact:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17128.386540338397, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 16}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17123.97496495396, "feature_first_useful_ms": 9337.858236394823, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 9341.874117031693, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.978488966822624, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 10.50647720694542, "first_useful_ms": 9040.91406520456, "optional_ms": 7999.653427861631, "queue_ms": 0.0, "required_to_ready_ms": 9040.91406520456, "submission_ack_ms": 1.5780562534928322, "total_ms": 17042.20715072006}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 16.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "708f44da-061e-41e3-86d9-d28a39a4afbc", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct ordinary CT user accounts with c...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 43, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 35, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.first_name", "columns": ["ct.accounts.first_name"], "end": 115, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS first_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "first name", "multi": false, "options": [], "phrase": "first name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 105, "system": "CT", "text": "first-name"}, {"clarify_case": null, "column": "ct.accounts.last_name", "columns": ["ct.accounts.last_name"], "end": 126, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS last_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "last name", "multi": false, "options": [], "phrase": "last name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 117, "system": "CT", "text": "last-name"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 140, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "telephone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 131, "system": "CT", "text": "telephone"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 171, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 165, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "708f44da-061e-41e3-86d9-d28a39a4afbc", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "45adada7-2ee1-4216-95ac-3dea3678a140", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 6.75}, "created_at": "2026-09-06T12:00:00Z", "data": [[16]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 154.2109064757824, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count, NULL AS phone FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE NOT c.completed_registration_at IS NULL AND (a.role = 'User' OR a.role IS NULL) AND (NULLIF(TRIM(a.first_name), '') IS NULL OR NULLIF(TRIM(a.last_name), '') IS NULL OR NULLIF(TRIM(a.telephone), '') IS NULL)", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count,\n  NULL AS phone\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.completed_registration_at IS NULL\n  AND (\n    a.role = 'User' OR a.role IS NULL\n  )\n  AND (\n    NULLIF(TRIM(a.first_name), '') IS NULL\n    OR NULLIF(TRIM(a.last_name), '') IS NULL\n    OR NULLIF(TRIM(a.telephone), '') IS NULL\n  )", "guard": null, "id": "0057fe05-69f8-44ce-b75e-734dd6622946", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 16.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1cdb005374136b53", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1cdb005374136b53", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "708f44da-061e-41e3-86d9-d28a39a4afbc", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and clients.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on completed_registration_at, role, telephone, first_name, and last_name."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600d1e1f30d67244424aa01b878", "trace_snapshot": {"child_trace_ids": ["7696f600e0e2ed451b134dac9b6ce0eb"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600d1e1f30d67244424aa01b878", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "e2070d9f-007a-4815-9e0b-d99af0ca43f9", "optional_status": "done", "timing": {"base_persistence_ms": 10.50647720694542, "first_useful_ms": 9040.91406520456, "optional_ms": 7999.653427861631, "queue_ms": 0.0, "required_to_ready_ms": 9040.91406520456, "submission_ack_ms": 1.5780562534928322, "total_ms": 17042.20715072006}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 5.11, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 154.21, "validate_ms": 0.0}, "trace_id": "7696f600d1e1f30d67244424aa01b878", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:trade_sell_not_declared:first-count:base:repeat1", "case_id": "independent11:trade_sell_not_declared:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 28226.388494484127, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 28221.95073030889, "feature_first_useful_ms": 28178.731670603156, "first_useful_ms": 28182.801311835647, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.036960192024708, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.5633050352334976, "optional_ms": 122.51120060682297, "queue_ms": 0.0, "required_to_ready_ms": 27973.68022799492, "submission_ack_ms": 1.9134869799017906, "total_ms": 28096.821709536016}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "43fc37c4-2c39-4485-ba6f-f3161a354539", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 21, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.quotes.sell_currency", "columns": ["ct.quotes.sell_currency"], "end": 97, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quoted sell currency (ISO code).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "sell currency", "multi": false, "options": [], "phrase": "sell currency", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 84, "system": "CT", "text": "sell currency"}, {"clarify_case": null, "column": "ct.clients.sell_currencies", "columns": ["ct.clients.sell_currencies"], "end": 140, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "DECLARED (onboarding) sell currencies \u2014 the currencies the client SAID at sign-up they wanted to sell. NOT actually-traded (that is trade_bookings.sell_currency/buy_currency) and NOT a residence cohort. An ARRAY (text[]): test membership with `'<CODE>' = ANY(clients.sell_currencies)`; there is NO singular sell_currency column on clients and a scalar comparison fails validation. Declared intent needs NO trade \u2014 a client who never traded still has one \u2014 so never add a trade-existence predicate to a declared-intent cohort. A generic 'declared/intended to trade <CODE>' is EITHER side: OR this with ct.clients.buy_currencies; '<CODE> book' is the TRADED cohort, a different lens.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "declared sell currencies", "multi": false, "options": [], "phrase": "sell currencies", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 116, "system": "CT", "text": "declared sell currencies"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "43fc37c4-2c39-4485-ba6f-f3161a354539", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "b47527a9-684d-4ca7-9452-229c6eebecf4", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE (tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT tb.sell_currency IS NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies))) AND NOT a.id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT c.id) AS client_count FROM public.clients c JOIN public.trade_bookings tb ON tb.user_id = c.user_id AND tb.deleted_at IS NULL AND tb.status <> 'closed' WHERE c.sell_currencies IS NULL OR NOT (tb.sell_currency = ANY (c.sell_currencies))"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "11fda6c7-d19d-42f4-9712-7af03fc0110f", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "116ac51094d90784", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0aeaa6f305f811ce", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"This question requires comparing each trade's sell currency against the client's declared sell currencies, but the gold catalog contains no raw trade_bookings or clients table, and ct.client_360 exposes no trade-currency-mismatch rollup.\",\n  \"confidence\": \"un", "prompt_sha256": "5c0c45bc1544b5cb", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5c0c45bc1544b5cb", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "43fc37c4-2c39-4485-ba6f-f3161a354539", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-43fc37c4-2c39-4485-ba6f-f3161a354539", "trace_snapshot": {"job": {"job_id": "54da1ff3-29d6-4602-8c29-b54a34fc6d61", "optional_status": "done", "timing": {"base_persistence_ms": 1.5633050352334976, "optional_ms": 122.51120060682297, "queue_ms": 0.0, "required_to_ready_ms": 27973.68022799492, "submission_ack_ms": 1.9134869799017906, "total_ms": 28096.821709536016}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 2}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_private_rejected_registration:first-count:base:repeat1", "case_id": "independent11:verified_private_rejected_registration:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19855.910258367658, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 2}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 19851.991759613156, "feature_first_useful_ms": 10246.966509148479, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 10250.3760792315, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3788690343499184, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.2695397064089775, "first_useful_ms": 9934.345087967813, "optional_ms": 9758.268694393337, "queue_ms": 0.0, "required_to_ready_ms": 9934.345087967813, "submission_ack_ms": 1.897307112812996, "total_ms": 19693.275866098702}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 2.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "aee0355a-d6af-425b-8e2d-d0a5f8b78438", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct private CT client records whose ...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 35, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 29, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 98, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 92, "system": "CT", "text": "broker"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "aee0355a-d6af-425b-8e2d-d0a5f8b78438", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "d739e34c-5a34-4c6d-a494-05e2c204d9b4", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.5e-06, "estimated_rows": 1, "ms_estimate": 0.17500000000000002, "rows": 1, "total_cost": 8.26}, "created_at": "2026-09-06T12:00:00Z", "data": [[2]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 147.68895879387856, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = a.id AND ba.verified_at IS NOT NULL)", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  c.type = 'PersonalAccount'\n  AND c.status = 'rejected'\n  AND EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS ba\n    WHERE\n      ba.user_id = a.id AND NOT ba.verified_at IS NULL\n  )", "guard": null, "id": "d005fd46-e575-44af-bea8-3822e4866382", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month.", "Compare client count with the previous period."], "insight_headline": "First returned row \u2014 client_count: 2.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "84d9702bd8d45b68", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "84d9702bd8d45b68", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct private CT client records whose registration status is rejected but whose broker verification timestamp exists are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "aee0355a-d6af-425b-8e2d-d0a5f8b78438", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on type, status, user_id, id, and verified_at."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60033c8ea4339ce4d9c908b77ee", "trace_snapshot": {"child_trace_ids": ["7696f6006c8aef4dfdaa45b580adad5f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60033c8ea4339ce4d9c908b77ee", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f91a2d36-269f-4c6e-9803-9cb70c9ec487", "optional_status": "done", "timing": {"base_persistence_ms": 6.2695397064089775, "first_useful_ms": 9934.345087967813, "optional_ms": 9758.268694393337, "queue_ms": 0.0, "required_to_ready_ms": 9934.345087967813, "submission_ack_ms": 1.897307112812996, "total_ms": 19693.275866098702}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 2.9, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 147.69, "validate_ms": 0.0}, "trace_id": "7696f60033c8ea4339ce4d9c908b77ee", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_person_organization_conflict:first-count:base:repeat1", "case_id": "independent11:deal_person_organization_conflict:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10471.226745285094, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10467.445232905447, "feature_first_useful_ms": 7780.1641235128045, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7783.506230451167, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.303835168480873, "intent_family": "independent11:deal_person_organization_conflict", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9604441002011299, "first_useful_ms": 7586.512968875468, "optional_ms": 2672.991529107094, "queue_ms": 0.0, "required_to_ready_ms": 7586.512968875468, "submission_ack_ms": 2.439575269818306, "total_ms": 10260.179063305259}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6b47ef93-3446-4ec2-8ebd-6bb6fe3ba426", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct Pipedrive people with a deal ass...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 83, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 71, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 133, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 127, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6b47ef93-3446-4ec2-8ebd-6bb6fe3ba426", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "a677c336-f88d-4d28-949c-fa5059b0ea8c", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 19.96}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT d.person_id) AS client_count FROM pipedrive.deals d JOIN pipedrive.persons_enriched pe ON pe.id = d.person_id WHERE d.person_id IS NOT NULL AND d.org_id IS NOT NULL AND pe.org_id IS NOT NULL AND d.org_id <> pe.org_id AND pe.pd_is_ct_employee IS NOT TRUE", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT d.person_id) AS client_count\nFROM pipedrive.deals AS d\nJOIN pipedrive.persons_enriched AS pe\n  ON pe.id = d.person_id\nWHERE\n  NOT d.person_id IS NULL\n  AND NOT d.org_id IS NULL\n  AND NOT pe.org_id IS NULL\n  AND d.org_id <> pe.org_id\n  AND NOT pe.pd_is_ct_employee IS TRUE", "guard": null, "id": "fca5fe83-a29a-43eb-a115-a5d5a145505d", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "52fb2d7e178a65c5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "52fb2d7e178a65c5", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with a deal assigned to a different organization from their person record are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "6b47ef93-3446-4ec2-8ebd-6bb6fe3ba426", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from deals and persons_enriched.", "Calculates how many DISTINCT d.person_id there are.", "Keeps only rows matching filters on org_id, pd_is_ct_employee, and person_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT d.person_id there are from deals and persons_enriched.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600e0fc3fe0877a4559adf20ad8", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600e0fc3fe0877a4559adf20ad8", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f8a27457-4def-4d2d-b881-75851a11e58c", "optional_status": "done", "timing": {"base_persistence_ms": 0.9604441002011299, "first_useful_ms": 7586.512968875468, "optional_ms": 2672.991529107094, "queue_ms": 0.0, "required_to_ready_ms": 7586.512968875468, "submission_ack_ms": 2.439575269818306, "total_ms": 10260.179063305259}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.09, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 41.18, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.03, "sql_execution_ms": 2.22, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600e0fc3fe0877a4559adf20ad8", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_organization_owner_gap:first-count:base:repeat1", "case_id": "independent11:person_organization_owner_gap:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20295.934299007058, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20272.48768042773, "feature_first_useful_ms": 20260.07094606757, "first_useful_ms": 20283.232275396585, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 23.09824712574482, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.6598628610372543, "optional_ms": 55.27894012629986, "queue_ms": 0.0, "required_to_ready_ms": 19927.243558689952, "submission_ack_ms": 1.8191533163189888, "total_ms": 19983.617967925966}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "679c27cc-a1ba-4919-a64c-709e148c337f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 46, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Owner", "multi": false, "options": [], "phrase": "Owner", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 41, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 91, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 79, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 116, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:qualified_without_deal_stage:first-count:base:repeat1", "case_id": "independent11:qualified_without_deal_stage:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9325.216450728476, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9321.33144699037, "feature_first_useful_ms": 5074.397896416485, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5077.785703353584, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3486662432551384, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.191452145576477, "first_useful_ms": 4891.260509379208, "optional_ms": 4337.543435394764, "queue_ms": 0.0, "required_to_ready_ms": 4891.260509379208, "submission_ack_ms": 1.5640845522284508, "total_ms": 9229.444505646825}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "09e38312-f66d-4b9e-9808-aeccd44e0d88", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct Pipedrive people who have a lead...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 106, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 101, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 131, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 125, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "09e38312-f66d-4b9e-9808-aeccd44e0d88", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "4a00a04c-9997-417f-ad84-0a22a414132a", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.4999999999999998e-06, "estimated_rows": 1, "ms_estimate": 0.125, "rows": 1, "total_cost": 13.17}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT pe.id) AS client_count FROM pipedrive.persons_enriched pe WHERE pe.pd_lead_qualified_at IS NOT NULL AND NOT EXISTS (SELECT 1 FROM pipedrive.deals d WHERE d.person_id = pe.id AND d.stage_name = 'Negotiation')", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT pe.id) AS client_count\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  NOT pe.pd_lead_qualified_at IS NULL\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM pipedrive.deals AS d\n    WHERE\n      d.person_id = pe.id AND d.stage_name = 'Negotiation'\n  )", "guard": null, "id": "83b0d8f3-f01e-4fca-86e9-487fe34c87b2", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month.", "Compare client count with the previous period."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e9e9aaf09703b65a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e9e9aaf09703b65a", "provider": "zai", "row_touching": false, "sampling_pin": "off", "shared": ["Negotiation"]}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people who have a lead qualification date but no deal in the Negotiation stage are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "09e38312-f66d-4b9e-9808-aeccd44e0d88", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and deals.", "Calculates how many DISTINCT pe.id there are.", "Keeps only rows matching filters on pd_lead_qualified_at, person_id, id, and stage_name."], "model": null, "provider": null, "summary": "Works out how many DISTINCT pe.id there are from persons_enriched and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600661e2ea89db9427f950f0a76", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600661e2ea89db9427f950f0a76", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "0eb20a66-4fe6-4f4d-81b4-2d79b11c16fc", "optional_status": "done", "timing": {"base_persistence_ms": 1.191452145576477, "first_useful_ms": 4891.260509379208, "optional_ms": 4337.543435394764, "queue_ms": 0.0, "required_to_ready_ms": 4891.260509379208, "submission_ack_ms": 1.5640845522284508, "total_ms": 9229.444505646825}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.05, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 37.61, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 2.35, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600661e2ea89db9427f950f0a76", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 22}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_note_pinned_exclusively:first-count:base:repeat1", "case_id": "independent11:person_note_pinned_exclusively:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11341.600845567882, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 22}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11337.793271057308, "feature_first_useful_ms": 5864.1646122559905, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5867.534010671079, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3371374011039734, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7129592597484589, "first_useful_ms": 5543.548341840506, "optional_ms": 5660.559820011258, "queue_ms": 0.0, "required_to_ready_ms": 5543.548341840506, "submission_ack_ms": 1.9233375787734985, "total_ms": 11205.251592211425}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 22.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1803f18b-e32d-4af6-9f5f-4e7b250b54da", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct Pipedrive people with an active ...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 125, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. 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{"action": "query", "actual_rows": [{"client_count": 54}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_deadline_before_creation:first-count:base:repeat1", "case_id": "independent11:activity_deadline_before_creation:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 24050.872035324574, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 54}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 24045.242198742926, "feature_first_useful_ms": 5875.179236754775, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5880.329727195203, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.105988122522831, "intent_family": "independent11:activity_deadline_before_creation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.313967026770115, "first_useful_ms": 5581.498737446964, "optional_ms": 18141.151753254235, "queue_ms": 0.0, "required_to_ready_ms": 5581.498737446964, "submission_ack_ms": 2.034541219472885, "total_ms": 23723.59670419246}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 54.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; 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Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 112, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "eede9091-9807-4406-878e-c216f60e5f2d", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query includes date-based filtering", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 clear time period, simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "fe88ecc7-bb60-47e2-9bb4-2807b98f5ff6", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.75e-06, "estimated_rows": 1, "ms_estimate": 0.08750000000000001, "rows": 1, "total_cost": 8.13}, "created_at": "2026-09-06T12:00:00Z", "data": [[54]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT a.person_id)::bigint AS client_count FROM pipedrive.activities a WHERE a.person_id IS NOT NULL AND a.due_date IS NOT NULL AND a.add_time IS NOT NULL AND a.due_date < a.add_time::date", "generated_sql_pretty": "SELECT\n  CAST(COUNT(DISTINCT a.person_id) AS BIGINT) AS client_count\nFROM pipedrive.activities AS a\nWHERE\n  NOT a.person_id IS NULL\n  AND NOT a.due_date IS NULL\n  AND NOT a.add_time IS NULL\n  AND a.due_date < CAST(a.add_time AS DATE)", "guard": null, "id": "47cfaa85-08e7-4412-b6e4-908f34f64c07", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 54.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "883ea435e9370424", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "883ea435e9370424", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with an activity whose due date precedes its creation date are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "eede9091-9807-4406-878e-c216f60e5f2d", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from activities.", "Calculates how many DISTINCT a.person_id there are.", "Keeps only rows matching filters on due_date, add_time, and person_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.person_id there are from activities.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c71af7bfcdc447d1a742797c", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c71af7bfcdc447d1a742797c", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "eb63d504-6ad8-4e5b-83f0-9da1742cd499", "optional_status": "done", "timing": {"base_persistence_ms": 3.313967026770115, "first_useful_ms": 5581.498737446964, "optional_ms": 18141.151753254235, "queue_ms": 0.0, "required_to_ready_ms": 5581.498737446964, "submission_ack_ms": 2.034541219472885, "total_ms": 23723.59670419246}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 62.42, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.03, "sql_execution_ms": 10.66, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600c71af7bfcdc447d1a742797c", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": null, "expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_introducer_link:first-count:base:repeat1", "case_id": "independent11:organization_introducer_link:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12414.5746268332, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12410.0102474913, "feature_first_useful_ms": 12399.953986518085, "first_useful_ms": 12404.2246658355, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.230177029967308, "intent_family": "independent11:organization_introducer_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.406523287296295, "optional_ms": 91.387870721519, "queue_ms": 0.0, "required_to_ready_ms": 12201.006357558072, "submission_ack_ms": 1.5226630493998528, "total_ms": 12293.244210071862}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5aa440bb-2f2e-4cd9-b725-798cfb7aced8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 53, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 41, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "pipedrive.organizations.cf_company_introducer", "columns": ["pipedrive.organizations.cf_company_introducer"], "end": 78, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Company Introducer", "multi": false, "options": [], "phrase": "Company Introducer", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 60, "system": "PD", "text": "company introducer"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 133, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 127, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5aa440bb-2f2e-4cd9-b725-798cfb7aced8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "23bdabe4-946a-44f2-83e2-261a1b8c378a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT public.accounts.id)::numeric AS client_count FROM public.accounts"}, {"source": "gold", "sql": "SELECT c.user_id, COUNT(DISTINCT pe.id) FILTER (WHERE o.cf_company_introducer_org_id IS NOT NULL AND pd_is_ct_employee IS NOT TRUE) AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id GROUP BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "03ec15cb-185e-4760-9f56-4c3af1f3b6fb", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4ba060aa4b671437", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "558e7036613962f5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "558e7036613962f5", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people at an organization whose company introducer is another known organization are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "5aa440bb-2f2e-4cd9-b725-798cfb7aced8", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-5aa440bb-2f2e-4cd9-b725-798cfb7aced8", "trace_snapshot": {"job": {"job_id": "667bc07d-1339-431d-8aaa-d10fa40f41c0", "optional_status": "done", "timing": {"base_persistence_ms": 6.406523287296295, "optional_ms": 91.387870721519, "queue_ms": 0.0, "required_to_ready_ms": 12201.006357558072, "submission_ack_ms": 1.5226630493998528, "total_ms": 12293.244210071862}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 32}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_communication_preferences:first-count:base:repeat1", "case_id": "independent11:person_communication_preferences:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6759.164199233055, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6755.009123124182, "feature_first_useful_ms": 4369.423226453364, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4373.125056736171, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.6628376692533493, "intent_family": "independent11:person_communication_preferences", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0205656290054321, "first_useful_ms": 4182.138493284583, "optional_ms": 2404.2844250798225, "queue_ms": 0.0, "required_to_ready_ms": 4182.138493284583, "submission_ack_ms": 1.8258439376950264, "total_ms": 6586.882004514337}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 32.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5206f783-990e-4ec4-87a1-7a451b0c0576", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct Pipedrive people whose contact p...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 94, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "phone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 89, "system": "CT", "text": "phone"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 119, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 113, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "sum", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5206f783-990e-4ec4-87a1-7a451b0c0576", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "8fe00263-a2ef-43c8-ade2-34ad8c57c524", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.5e-06, "estimated_rows": 1, "ms_estimate": 0.07500000000000001, "rows": 1, "total_cost": 4.41}, "created_at": "2026-09-06T12:00:00Z", "data": [[32]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(*) FILTER(WHERE 'email' = ANY(pd_contact_preferences) AND NOT ('phone' = ANY(pd_contact_preferences))) AS client_count, NULL AS email, NULL AS phone FROM pipedrive.persons_enriched", "generated_sql_pretty": "SELECT\n  COUNT(*) FILTER(WHERE\n    'email' = ANY(\n      pd_contact_preferences\n    )\n    AND NOT (\n      'phone' = ANY(\n        pd_contact_preferences\n      )\n    )) AS client_count,\n  NULL AS email,\n  NULL AS phone\nFROM pipedrive.persons_enriched", "guard": null, "id": "734d2d97-7407-43fc-a6c9-ff563808e7df", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 32.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a690b977768f8de0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a690b977768f8de0", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people whose contact preference array includes email but not phone are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "5206f783-990e-4ec4-87a1-7a451b0c0576", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched.", "Calculates how many rows there are."], "model": null, "provider": null, "summary": "Works out how many rows there are from persons_enriched.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6000973348213f14f1f8752bccc", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6000973348213f14f1f8752bccc", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "8e2c9b4d-b373-45a1-88fd-0bf631658fdb", "optional_status": "done", "timing": {"base_persistence_ms": 1.0205656290054321, "first_useful_ms": 4182.138493284583, "optional_ms": 2404.2844250798225, "queue_ms": 0.0, "required_to_ready_ms": 4182.138493284583, "submission_ack_ms": 1.8258439376950264, "total_ms": 6586.882004514337}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.05, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 39.82, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 1.39, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6000973348213f14f1f8752bccc", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": null, "expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_employee_data_gap:first-count:base:repeat1", "case_id": "independent11:organization_employee_data_gap:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10221.07570245862, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 40}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10216.899155639112, "feature_first_useful_ms": 10205.664128996432, "first_useful_ms": 10209.320656955242, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.609396517276764, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.9635094106197357, "optional_ms": 99.65194575488567, "queue_ms": 0.0, "required_to_ready_ms": 9966.525856405497, "submission_ack_ms": 1.8987571820616722, "total_ms": 10068.074335344136}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d079472a-2418-4f60-9789-0a537860cbdf", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 53, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 41, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "pipedrive.organizations.employee_count", "columns": ["pipedrive.organizations.employee_count"], "end": 89, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "employee count", "multi": false, "options": [], "phrase": "employee count", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 75, "system": "PD", "text": "employee count"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 117, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "people count", "multi": false, "options": [], "phrase": "people count", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 105, "system": "PD", "text": "people count"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 142, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. 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{"action": "query", "actual_rows": [{"client_count": 43}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:note_author_deal_owner_difference:first-count:base:repeat1", "case_id": "independent11:note_author_deal_owner_difference:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17542.776031419635, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17539.09669816494, "feature_first_useful_ms": 4990.454169921577, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4993.728399276733, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.1904466450214386, "intent_family": "independent11:note_author_deal_owner_difference", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0030725970864296, "first_useful_ms": 4934.014832600951, "optional_ms": 12439.01396729052, "queue_ms": 0.0, "required_to_ready_ms": 4934.014832600951, "submission_ack_ms": 1.4959312975406647, "total_ms": 17373.76950494945}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 43.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "840b91b1-b767-47f2-975e-0e6882806f70", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct Pipedrive people with an active ...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 105, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Owner", "multi": false, "options": [], "phrase": "Owner", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 100, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 130, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 124, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "840b91b1-b767-47f2-975e-0e6882806f70", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "507810d1-b811-4206-b13e-7a2ea00db1bc", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 15.87}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT n.person_id) AS client_count FROM pipedrive.notes n JOIN pipedrive.deals d ON d.id = n.deal_id WHERE n.active_flag IS TRUE AND n.person_id IS NOT NULL AND n.author_user_id IS NOT NULL AND n.author_user_id <> d.owner_id", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT n.person_id) AS client_count\nFROM pipedrive.notes AS n\nJOIN pipedrive.deals AS d\n  ON d.id = n.deal_id\nWHERE\n  n.active_flag IS TRUE\n  AND NOT n.person_id IS NULL\n  AND NOT n.author_user_id IS NULL\n  AND n.author_user_id <> d.owner_id", "guard": null, "id": "1ef41a0f-1fa4-4f86-be47-56fceb48bbe5", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 43.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3cdfa75838bb7a1b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3cdfa75838bb7a1b", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with an active deal note authored by someone other than the deal owner are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "840b91b1-b767-47f2-975e-0e6882806f70", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from notes and deals.", "Calculates how many DISTINCT n.person_id there are.", "Keeps only rows matching filters on author_user_id, owner_id, active_flag, and person_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT n.person_id there are from notes and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ae3c351e5ebf4f4ea3766015", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ae3c351e5ebf4f4ea3766015", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "032103d0-c78e-48ff-87a8-a878746a9dda", "optional_status": "done", "timing": {"base_persistence_ms": 1.0030725970864296, "first_useful_ms": 4934.014832600951, "optional_ms": 12439.01396729052, "queue_ms": 0.0, "required_to_ready_ms": 4934.014832600951, "submission_ack_ms": 1.4959312975406647, "total_ms": 17373.76950494945}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 37.46, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 2.84, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600ae3c351e5ebf4f4ea3766015", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_erp_multiple:first-count:base:repeat1", "case_id": "independent11:organization_erp_multiple:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11704.682922922075, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": null, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11700.236894190311, "feature_first_useful_ms": 11411.29664517939, "first_useful_ms": 11415.386621840298, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.03908547013998, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.5772432088851929, "optional_ms": 90.92238079756498, "queue_ms": 0.0, "required_to_ready_ms": 11266.61990582943, "submission_ack_ms": 2.3123780265450478, "total_ms": 11358.128316700459}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "79f40b19-aa2b-4164-81f5-1def3bde8b83", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 53, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 41, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 109, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 103, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "79f40b19-aa2b-4164-81f5-1def3bde8b83", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "09c87424-30dd-4c77-919e-030cb647ed69", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a"}, {"source": "gold", "sql": "SELECT pe.ct_id AS user_id, COUNT(DISTINCT pe.id) AS client_count FROM pipedrive.persons_enriched pe JOIN pipedrive.organizations o ON o.id = pe.org_id JOIN ct.client_360 c ON c.user_id = pe.ct_id WHERE pe.pd_is_ct_employee IS NOT TRUE AND COALESCE(array_length(o.cf_erp, 1), 0) >= 2 GROUP BY pe.ct_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "39f47aa6-5ccb-4714-b63f-ef5c513b2dac", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fa536378a2c4cd69", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a16e34ca989140c0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a16e34ca989140c0", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people whose organization names at least two ERP systems are there? 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"label": "Booked trading revenue", "residence": "gold-rollup", "samples": ["\u00a318,400", "\u00a32,750"], "source_selector": "gold", "system": "CT"}, {"columns": ["ct.client_360.revenue_gbp_settled"], "label": "Realized (settled) revenue", "residence": "gold-rollup", "samples": ["\u00a312,750"], "source_selector": "gold", "system": "CT"}, {"columns": ["pipedrive.deals.pipeline_value", "pipedrive.deals.weighted_value"], "label": "Deal pipeline (Pipedrive)", "residence": "PD-gold", "samples": ["\u00a350,000", "\u00a312,000"], "source_selector": "gold", "system": "PD"}, {"columns": ["ct.client_360.revenue_gbp_all", "pipedrive.deals.pipeline_value", "pipedrive.deals.weighted_value"], "label": "Both, kept separate", "residence": "gold-rollup", "samples": [], "source_selector": "gold", "system": "both"}], "phrase": "value", "residence": "PD-gold", "samples": ["Booked trading revenue", "\u00a318,400", "\u00a32,750", "Realized (settled) revenue", "\u00a312,750", "Deal pipeline (Pipedrive)", "\u00a350,000", "\u00a312,000", "Both, kept separate"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 109, "system": "PD", "text": "value"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 139, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 133, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 13, "keys": ["11005", "11013", "11015", "11025", "11031", "11033", "11037", "11039", "11041", "11047", "11053", "11055", "11061"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "pd_pipeline", "name": "org_name", "numerator_column": null, "percent_scale": null, "source_label": "gold", "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "pd_pipeline", "name": "cf_level_of_service", "numerator_column": null, "percent_scale": null, "source_label": "gold", "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "numeric", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "pd_pipeline", "name": "cf_wallet_share", "numerator_column": null, "percent_scale": null, "source_label": "gold", "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "numeric"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 13, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7e29f4ba-a46a-4c8f-b65d-0a1465db2a6a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "56364a6c-962e-4756-9123-8ea20c24fafa", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11005, "Fictional organization 5", "managed", null], [11013, "Fictional organization 5", "managed", null], [11015, "Fictional organization 7", "managed", null], [11025, "Fictional organization 1", "managed", null], [11031, "Fictional organization 7", "managed", null], [11033, "Fictional organization 1", "managed", null], [11037, "Fictional organization 5", "managed", null], [11039, "Fictional organization 7", "managed", null], [11041, "Fictional organization 1", "managed", null], [11047, "Fictional organization 7", "managed", null], [11053, "Fictional organization 5", "managed", null], [11055, "Fictional organization 7", "managed", null], [11061, "Fictional organization 5", "managed", null]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 258.30359011888504, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 1.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 13, "output_rows": 13, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "medium", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 13, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c360.user_id, o.name AS org_name, o.cf_level_of_service, o.cf_wallet_share FROM ct.client_360 AS c360 JOIN pipedrive.persons_enriched AS pe ON pe.ct_id = c360.user_id JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE NOT o.cf_level_of_service IS NULL AND o.cf_wallet_share IS NULL GROUP BY c360.user_id, o.name, o.cf_level_of_service, o.cf_wallet_share LIMIT 10001", "trace_id": "7696f6004efc31c2fb0e40858662ae37", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 67, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE a.deleted_at IS NULL GROUP BY 1 LIMIT 10001", "trace_id": "7696f600d4d0b3e53c444f39b4f0eb92", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "67792f33-4344-4c1c-81ad-a45ea5e14368", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "13 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": ["Missing values occur in 12 of the 12 rows examined."], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "309658e1dfbc4e9c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d994f5ffd08f01d4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d994f5ffd08f01d4", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people at an organization with a known service level but an unknown wallet-share value are there? Return client_count, including zero if none qualify.", "outcome": "success", "pivot": null, "query_id": "7e29f4ba-a46a-4c8f-b65d-0a1465db2a6a", "row_count": 13, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360, persons_enriched, and organizations.", "Gold / Pipedrive: Keeps only rows matching filters on cf_wallet_share and cf_level_of_service.", "Gold / Pipedrive: Groups the results by user_id, name, cf_level_of_service, and cf_wallet_share.", "CT Ledger: Reads from accounts.", "CT Ledger: Keeps only rows matching filters on deleted_at.", "CT Ledger: Groups the results by id."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360, persons_enriched, and organizations grouped by user_id, name, cf_level_of_service, and cf_wallet_share. CT Ledger: Reads rows from accounts grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6007f9095b55ebc48f880005c48", "trace_snapshot": {"child_trace_ids": ["7696f6004efc31c2fb0e40858662ae37", "7696f600d4d0b3e53c444f39b4f0eb92"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6007f9095b55ebc48f880005c48", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "b50cb66c-e0be-4d0a-b88c-11aa813e835a", "optional_status": "done", "timing": {"base_persistence_ms": 0.9662816300988197, "first_useful_ms": 12779.656307771802, "optional_ms": 2752.7608601376414, "queue_ms": 0.0, "required_to_ready_ms": 12779.656307771802, "submission_ack_ms": 2.0627491176128387, "total_ms": 15532.95312449336}}, "row_count": 13, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 9.58, "parse_ms": 0.0, "required_checks_ms": 3.84, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 258.3, "validate_ms": 0.0}, "trace_id": "7696f6007f9095b55ebc48f880005c48", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": ["cf_level_of_service", "org_name", "user_id"], "status": "non_measures_excluded"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 44}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_stage_timestamp_order:first-count:base:repeat1", "case_id": "independent11:deal_stage_timestamp_order:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8522.119361907244, "conversation_case_id": null, "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": null, "expected_rows": [{"client_count": 44}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8517.841228283942, "feature_first_useful_ms": 4797.735116444528, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4801.503173075616, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.7286747246980667, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.0080674439668655, "first_useful_ms": 4704.128012061119, "optional_ms": 3571.6656083241105, "queue_ms": 0.0, "required_to_ready_ms": 4704.128012061119, "submission_ack_ms": 1.9287951290607452, "total_ms": 8278.216413222253}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 44.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7d1e86d0-41ca-40af-ab72-75ad0d3a0b6e", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "How many distinct Pipedrive people with a deal who...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 34, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 28, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 58, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 53, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 132, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 1.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 45, "output_rows": 45, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id, COUNT(DISTINCT pe.id) FILTER (WHERE array_length(o.cf_client_type_tags, 1) > 1)::int AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id GROUP BY 1 LIMIT 10001", "trace_id": "7696f600bdc4e396b85545728bff3060", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 67, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE a.deleted_at IS NULL LIMIT 10001", "trace_id": "7696f600fa52e76d912b441185a48842", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "7883650a-da52-4400-bce3-91cc90790ecb", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month.", "Compare client count with the previous period."], "insight_headline": "First returned row \u2014 client_count: 1.00.", "insight_notes": ["45 rows returned. 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"advisory_requires_claim_scope_review", "unmatched_numbers": ["40"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b48c5923-19e8-4ef6-bc66-fa8ac77fb609", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct ordinary CT user accounts opte...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 37, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 134, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 127, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 173, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 164, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:ab08b37683e7b8f5", "derived_columns": ["user_id", "email"], "key_column": "user_id", "key_count": 45, "keys": ["11040", "11053", "11006", "11060", "11021", "11048", "11031", "11032", "11039", "11055", "11014", "11035", "11064", "11007", "11026", "11024", "11056", "11016", "11008", "11022", "11028", "11005", "11030", "11043", "11033", "11011", "11037", "11013", "11061", "11004", "11050", "11020", "11049", "11015", "11010", "11052", "11025", "11003", "11044", "11047", "11059", "11012", "11042", "11041", "11062"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "email", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b48c5923-19e8-4ef6-bc66-fa8ac77fb609", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "de7f4025-9496-40ac-80d6-5e52de686fb3", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.00010125, "estimated_rows": 45, "ms_estimate": 5.0625, "rows": 45, "total_cost": 5.39}, "created_at": "2026-09-06T12:00:00Z", "data": [[11040, "Fictional Company 40", "cfx (corporate)", "synthetic-40@example.invalid"], [11053, "Fictional Company 53", "unknown", "synthetic-53@example.invalid"], [11006, "Fictional Company 6", "cfx (corporate)", "synthetic-6@example.invalid"], [11060, "Fictional Company 60", "cfx (corporate)", "synthetic-60@example.invalid"], [11021, "Fictional Company 21", "cfx (corporate)", "synthetic-21@example.invalid"], [11048, "Fictional Company 48", "cfx (corporate)", "synthetic-48@example.invalid"], [11031, "Fictional Company 31", "cfx (corporate)", "synthetic-31@example.invalid"], [11032, "Fictional Company 32", "cfx (corporate)", "synthetic-32@example.invalid"], [11039, "Fictional Company 39", "cfx (corporate)", "synthetic-39@example.invalid"], [11055, "Fictional Company 55", "cfx (corporate)", "synthetic-55@example.invalid"], [11014, "Fictional Company 14", "cfx (corporate)", "synthetic-14@example.invalid"], [11035, "Fictional Company 35", "unknown", "synthetic-35@example.invalid"], [11064, "Fictional Company 64", "cfx (corporate)", "synthetic-64@example.invalid"], [11007, "Fictional Company 7", "cfx (corporate)", "synthetic-7@example.invalid"], [11026, "Fictional Company 26", "unknown", "synthetic-26@example.invalid"], [11024, "Fictional Company 24", "cfx (corporate)", "synthetic-24@example.invalid"], [11056, "Fictional Company 56", "cfx (corporate)", "synthetic-56@example.invalid"], [11016, "Fictional Company 16", "cfx (corporate)", "synthetic-16@example.invalid"], [11008, "Fictional Company 8", "unknown", "synthetic-8@example.invalid"], [11022, "Fictional Company 22", "cfx (corporate)", "synthetic-22@example.invalid"], [11028, "Fictional Company 28", "cfx (corporate)", "synthetic-28@example.invalid"], [11005, "Fictional Company 5", "cfx (corporate)", "synthetic-5@example.invalid"], [11030, "Fictional Company 30", "cfx (corporate)", "synthetic-30@example.invalid"], [11043, "Fictional Company 43", "cfx (corporate)", "synthetic-43@example.invalid"], [11033, "Fictional Company 33", "cfx (corporate)", "synthetic-33@example.invalid"], [11011, "Fictional Company 11", "cfx (corporate)", "synthetic-11@example.invalid"], [11037, "Fictional Company 37", "cfx (corporate)", "synthetic-37@example.invalid"], [11013, "Fictional Company 13", "cfx (corporate)", "synthetic-13@example.invalid"], [11061, "Fictional Company 61", "cfx (corporate)", "synthetic-61@example.invalid"], [11004, "Fictional Company 4", "cfx (corporate)", "synthetic-4@example.invalid"], [11050, "Fictional Company 50", "cfx (corporate)", "synthetic-50@example.invalid"], [11020, "Fictional Company 20", "cfx (corporate)", "synthetic-20@example.invalid"], [11049, "Fictional Company 49", "cfx (corporate)", "synthetic-49@example.invalid"], [11015, "Fictional Company 15", "cfx (corporate)", "synthetic-15@example.invalid"], [11010, "Fictional Company 10", "cfx (corporate)", "synthetic-10@example.invalid"], [11052, "Fictional Company 52", "cfx (corporate)", "synthetic-52@example.invalid"], [11025, "Fictional Company 25", "cfx (corporate)", "synthetic-25@example.invalid"], [11003, "Fictional Company 3", "cfx (corporate)", "synthetic-3@example.invalid"], [11044, "Fictional Company 44", "unknown", "synthetic-44@example.invalid"], [11047, "Fictional Company 47", "cfx (corporate)", "synthetic-47@example.invalid"], [11059, "Fictional Company 59", "cfx (corporate)", "synthetic-59@example.invalid"], [11012, "Fictional Company 12", "cfx (corporate)", "synthetic-12@example.invalid"], [11042, "Fictional Company 42", "cfx (corporate)", "synthetic-42@example.invalid"], [11041, "Fictional Company 41", "cfx (corporate)", "synthetic-41@example.invalid"], [11062, "Fictional Company 62", "unknown", "synthetic-62@example.invalid"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": {"kind": "gold_only"}, "generated_sql": "SELECT DISTINCT user_id, NULL AS email FROM ct.client_360 WHERE NOT user_id IS NULL LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  user_id,\n  NULL AS email\nFROM ct.client_360\nWHERE\n  NOT user_id IS NULL\nLIMIT 10000", "guard": null, "id": "5f22e198-8b5e-46a5-a488-756721589533", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 email: synthetic-40@example.invalid.", "insight_notes": ["45 rows returned. Only the first 12 returned rows are available for this summary.", "Returned row 2 \u2014 email: synthetic-53@example.invalid.", "Returned row 3 \u2014 email: synthetic-6@example.invalid."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"No table in the provided schema carries a marketing-email opt-in flag or a registration-completeness status, so this cannot be answered without inventing columns.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"Missing columns: marketing email opt-in and ", "prompt_sha256": "b4ef8973dd050e80", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "edacde37cc714b5c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "edacde37cc714b5c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct ordinary CT user accounts opted in to marketing emails whose registration is still incomplete. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "b48c5923-19e8-4ef6-bc66-fa8ac77fb609", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from client_360.", "Keeps only rows matching filters on user_id."], "model": null, "provider": null, "summary": "Reads rows from client_360.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600819347fe4cca4ec1ba7cd92c", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600819347fe4cca4ec1ba7cd92c", "user_id": "5999ff9fbb6437bb", "vault_id": "154b4baf-0d2b-41db-83a0-5dfd379f23b4", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "cc738576-b541-4203-accc-bdf40a46daea", "optional_status": "done", "timing": {"base_persistence_ms": 2.5023045018315315, "first_useful_ms": 14768.11733469367, "optional_ms": 4403.167651966214, "queue_ms": 0.0, "required_to_ready_ms": 14768.11733469367, "submission_ack_ms": 1.8400419503450394, "total_ms": 19171.914478763938}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 43.26, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.12, "sql_execution_ms": 3.97, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600819347fe4cca4ec1ba7cd92c", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 1", "client_type": "cfx (corporate)", "user_id": 9871}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Synthetic9 Client", "client_type": "pfx (private)", "user_id": 11009}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 17", "client_type": "unknown", "user_id": 11017}, {"client": "Fictional Company 19", "client_type": "cfx (corporate)", "user_id": 11019}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Synthetic27 Client", "client_type": "pfx (private)", "user_id": 11027}, {"client": "Fictional Company 29", "client_type": "cfx (corporate)", "user_id": 11029}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 34", "client_type": "cfx (corporate)", "user_id": 11034}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 46", "client_type": "cfx (corporate)", "user_id": 11046}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 51", "client_type": "cfx (corporate)", "user_id": 11051}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 57", "client_type": "cfx (corporate)", "user_id": 11057}, {"client": "Fictional Company 58", "client_type": "cfx (corporate)", "user_id": 11058}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Synthetic63 Client", "client_type": "pfx (private)", "user_id": 11063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_after_registration:t1:base:repeat1", "case_id": "independent11:verified_after_registration:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10860.62538716942, "conversation_case_id": "independent11:verified_after_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10854.608595371246, "feature_first_useful_ms": 7606.256545521319, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 7611.449380405247, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.147343501448631, "intent_family": "independent11:verified_after_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.4747586101293564, "first_useful_ms": 7429.9794267863035, "optional_ms": 3361.947163939476, "queue_ms": 0.0, "required_to_ready_ms": 7429.9794267863035, "submission_ack_ms": 1.468118280172348, "total_ms": 10796.488453634083}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "26 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 26, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "caaeab78-4c1b-4a4a-bfb1-704cf1571ccc", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role whose ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 74, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 68, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.created_at", "columns": ["ct.client_360.created_at"], "end": 130, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "registration date", "multi": false, "options": [], "phrase": "signed up", "residence": "gold-rollup", "samples": ["2024-03-15", "2025-01-02"], "source": "signup-date mis-binding fix (created_at vs first_activated_at)", "source_selector": "gold", "start": 113, "system": "CT", "text": "registration date"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 151, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 144, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 190, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 181, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:c6ac6a344a925249", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 26, "keys": ["9871", "11003", "11007", "11009", "11013", "11017", "11019", "11021", "11022", "11027", "11029", "11031", "11033", "11034", "11037", "11039", "11041", "11043", "11046", "11049", "11051", "11053", "11057", "11058", "11061", "11063"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 26, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "caaeab78-4c1b-4a4a-bfb1-704cf1571ccc", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "b949813b-699d-487f-bfa1-745a8d9ee41e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 5.5249999999999994e-05, "estimated_rows": 17, "ms_estimate": 2.7625, "rows": 17, "total_cost": 11.66}, "created_at": "2026-09-06T12:00:00Z", "data": [[9871, "Fictional Company 1", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11009, "Synthetic9 Client", "pfx (private)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11017, "Fictional Company 17", "unknown"], [11019, "Fictional Company 19", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11027, "Synthetic27 Client", "pfx (private)"], [11029, "Fictional Company 29", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11034, "Fictional Company 34", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11046, "Fictional Company 46", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11051, "Fictional Company 51", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11057, "Fictional Company 57", "cfx (corporate)"], [11058, "Fictional Company 58", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11063, "Synthetic63 Client", "pfx (private)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 200.0874225050211, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE NOT c.completed_registration_at IS NULL AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.verified_at IS NULL AND ba.verified_at > c.completed_registration_at) ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.completed_registration_at IS NULL\n  AND EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS ba\n    WHERE\n      ba.user_id = a.id\n      AND NOT ba.verified_at IS NULL\n      AND ba.verified_at > c.completed_registration_at\n  )\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "fea20135-53d4-4c52-aeec-dc30d81b0753", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "26 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1aabeaa127c957c2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1aabeaa127c957c2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role whose earliest verified broker account date is after their completed registration date. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "caaeab78-4c1b-4a4a-bfb1-704cf1571ccc", "row_count": 26, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Keeps only rows matching filters on completed_registration_at, verified_at, user_id, and id."], "model": null, "provider": null, "summary": "Reads rows from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600426ca86d78e54e7abec8619b", "trace_snapshot": {"child_trace_ids": ["7696f6005e705ccf4c924f9785fff2fa"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600426ca86d78e54e7abec8619b", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "67160cd2-351a-47ca-af9f-3fdd5583199d", "optional_status": "done", "timing": {"base_persistence_ms": 1.4747586101293564, "first_useful_ms": 7429.9794267863035, "optional_ms": 3361.947163939476, "queue_ms": 0.0, "required_to_ready_ms": 7429.9794267863035, "submission_ack_ms": 1.468118280172348, "total_ms": 10796.488453634083}}, "row_count": 26, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.1, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 200.09, "validate_ms": 0.0}, "trace_id": "7696f600426ca86d78e54e7abec8619b", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 45}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:marketing_registration_gap:t2:base:repeat1", "case_id": "independent11:marketing_registration_gap:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23500.96983090043, "conversation_case_id": "independent11:marketing_registration_gap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23497.95377906412, "feature_first_useful_ms": 8235.275672748685, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8237.84876987338, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5415457785129547, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9932771101593971, "first_useful_ms": 8153.551182709634, "optional_ms": 15135.854159481823, "queue_ms": 0.0, "required_to_ready_ms": 8153.551182709634, "submission_ack_ms": 2.0606284961104393, "total_ms": 23289.883678779006}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 45.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:marketing_registration_gap:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "67dbe9f0-91ad-4ce1-8875-3fca6372d249", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the ordinary CT user accounts opted in...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 41, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 33, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 176, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 170, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:091f680377195f16", "key_column": "user_id", "key_count": 45, "keys": ["11040", "11053", "11006", "11060", "11021", "11048", "11031", "11032", "11039", "11055", "11014", "11035", "11064", "11007", "11026", "11024", "11056", "11016", "11008", "11022", "11028", "11005", "11030", "11043", "11033", "11011", "11037", "11013", "11061", "11004", "11050", "11020", "11049", "11015", "11010", "11052", "11025", "11003", "11044", "11047", "11059", "11012", "11042", "11041", "11062"], "keys_available": true, "materialized_from_aggregate": true, "over_cap": false}}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "67dbe9f0-91ad-4ce1-8875-3fca6372d249", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "de7f4025-9496-40ac-80d6-5e52de686fb3", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.25e-06, "estimated_rows": 1, "ms_estimate": 0.1125, "rows": 1, "total_cost": 6.3}, "created_at": "2026-09-06T12:00:00Z", "data": [[45]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": {"kind": "gold_only"}, "generated_sql": "SELECT COUNT(DISTINCT user_id) AS client_count, NULL AS email FROM ct.client_360 WHERE NOT user_id IS NULL", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT user_id) AS client_count,\n  NULL AS email\nFROM ct.client_360\nWHERE\n  NOT user_id IS NULL", "guard": null, "id": "fdc93dc1-28b5-44e8-90ca-e7eaba68b01c", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 45.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f9b0ec70671a3bb7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f9b0ec70671a3bb7", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the ordinary CT user accounts opted in to marketing emails whose registration is still incomplete in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "67dbe9f0-91ad-4ce1-8875-3fca6372d249", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from client_360.", "Calculates how many DISTINCT user_id there are.", "Keeps only rows matching filters on user_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT user_id there are from client_360.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6005a12885f6e9b4249b477a225", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6005a12885f6e9b4249b477a225", "user_id": "5999ff9fbb6437bb", "vault_id": "154b4baf-0d2b-41db-83a0-5dfd379f23b4", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "255a3f8d-ff54-4056-b97b-cc1eb596e550", "optional_status": "done", "timing": {"base_persistence_ms": 1.9932771101593971, "first_useful_ms": 8153.551182709634, "optional_ms": 15135.854159481823, "queue_ms": 0.0, "required_to_ready_ms": 8153.551182709634, "submission_ack_ms": 2.0606284961104393, "total_ms": 23289.883678779006}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.09, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 70.04, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.09, "sql_execution_ms": 6.52, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6005a12885f6e9b4249b477a225", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_after_registration:t2:base:repeat1", "case_id": "independent11:verified_after_registration:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 22667.05460753292, "conversation_case_id": "independent11:verified_after_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 22662.950589321554, "feature_first_useful_ms": 8929.025299847126, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8932.623370550573, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.5640401765704155, "intent_family": "independent11:verified_after_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.8612826243042946, "first_useful_ms": 8891.215941868722, "optional_ms": 13533.988962881267, "queue_ms": 0.0, "required_to_ready_ms": 8891.215941868722, "submission_ack_ms": 1.8485533073544502, "total_ms": 22427.064327523112}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:verified_after_registration:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "eaed3090-c67f-46ec-bfa6-e0f6251228cd", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the CT accounts of any role whose earl...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 70, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 64, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.created_at", "columns": ["ct.client_360.created_at"], "end": 126, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "registration date", "multi": false, "options": [], "phrase": "signed up", "residence": "gold-rollup", "samples": ["2024-03-15", "2025-01-02"], "source": "signup-date mis-binding fix (created_at vs first_activated_at)", "source_selector": "gold", "start": 109, "system": "CT", "text": "registration date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 193, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 187, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "eaed3090-c67f-46ec-bfa6-e0f6251228cd", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Complex query: 2 JOINs, subqueries, ", "score": 0.3}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (73%) \u2014 complex query"}, "confidence_level": "medium", "confidence_score": 0.7307692307692307, "conversation_id": "b949813b-699d-487f-bfa1-745a8d9ee41e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 16.32}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 174.71749987453222, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id)::int AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id JOIN public.broker_accounts ba ON ba.user_id = a.id WHERE c.completed_registration_at IS NOT NULL AND ba.verified_at IS NOT NULL AND ba.deleted_at IS NULL AND NOT EXISTS (SELECT 1 FROM public.broker_accounts b2 WHERE b2.user_id = a.id AND b2.deleted_at IS NULL AND b2.verified_at IS NOT NULL AND b2.verified_at <= c.completed_registration_at) GROUP BY ()", "generated_sql_pretty": "SELECT\n  CAST(COUNT(DISTINCT a.id) AS INT) AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nJOIN public.broker_accounts AS ba\n  ON ba.user_id = a.id\nWHERE\n  NOT c.completed_registration_at IS NULL\n  AND NOT ba.verified_at IS NULL\n  AND ba.deleted_at IS NULL\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS b2\n    WHERE\n      b2.user_id = a.id\n      AND b2.deleted_at IS NULL\n      AND NOT b2.verified_at IS NULL\n      AND b2.verified_at <= c.completed_registration_at\n  )\nGROUP BY\n  ()", "guard": null, "id": "be5c3d8f-1d1a-4f77-a486-71763fc16898", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "13ad7691ab9f31ba", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "13ad7691ab9f31ba", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role whose earliest verified broker account date is after their completed registration date in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "eaed3090-c67f-46ec-bfa6-e0f6251228cd", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on deleted_at, completed_registration_at, verified_at, user_id, and id.", "Groups the results by ()."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, clients, and broker_accounts grouped by ().", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c20d59b623514812bd6a2c3b", "trace_snapshot": {"child_trace_ids": ["7696f600e8d4d19d04bc4977bad6aac1"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c20d59b623514812bd6a2c3b", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "6000ee96-73c8-4253-9d1b-724bf279d4a8", "optional_status": "done", "timing": {"base_persistence_ms": 1.8612826243042946, "first_useful_ms": 8891.215941868722, "optional_ms": 13533.988962881267, "queue_ms": 0.0, "required_to_ready_ms": 8891.215941868722, "submission_ack_ms": 1.8485533073544502, "total_ms": 22427.064327523112}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 7.58, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 174.72, "validate_ms": 0.0}, "trace_id": "7696f600c20d59b623514812bd6a2c3b", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:marketing_registration_gap:t3:base:repeat1", "case_id": "independent11:marketing_registration_gap:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7077.717064879835, "conversation_case_id": "independent11:marketing_registration_gap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11055}, {"user_id": 11050}, {"user_id": 11040}, {"user_id": 11035}, {"user_id": 11025}, {"user_id": 11020}, {"user_id": 11010}, {"user_id": 11005}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7075.148979201913, "feature_first_useful_ms": 7047.70902171731, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 7050.034958869219, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.279805950820446, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1176876723766327, "first_useful_ms": 6848.3433322981, "optional_ms": 67.8598340600729, "queue_ms": 0.0, "required_to_ready_ms": 6848.3433322981, "submission_ack_ms": 1.378835178911686, "total_ms": 6916.781735606492}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:marketing_registration_gap:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "392da0fd-d181-43d6-ae62-18a84e541117", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the ordinary CT user...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 59, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 51, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 182, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 175, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:1e481a133f13e384", "derived_columns": ["user_id", "email"], "key_column": "user_id", "key_count": 0, "keys": [], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "email", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "392da0fd-d181-43d6-ae62-18a84e541117", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "0 matching rows \u2014 a filter likely did not bind; verify filters. High confidence (100%) \u2014 simple query"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "de7f4025-9496-40ac-80d6-5e52de686fb3", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2e-06, "estimated_rows": 1, "ms_estimate": 0.1, "rows": 1, "total_cost": 1.75}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": {"kind": "gold_only"}, "generated_sql": "SELECT DISTINCT a.user_id, NULL AS email FROM ct.accounts AS a WHERE a.client_type = 'individual' AND NOT a.client_status IN ('complete', 'completed', 'active') ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  a.user_id,\n  NULL AS email\nFROM ct.accounts AS a\nWHERE\n  a.client_type = 'individual'\n  AND NOT a.client_status IN ('complete', 'completed', 'active')\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "5f1a5321-c87c-4832-808c-594fe6293175", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fd478968aa7409c2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fd478968aa7409c2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the ordinary CT user accounts opted in to marketing emails whose registration is still incomplete from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "392da0fd-d181-43d6-ae62-18a84e541117", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6003c196ab230794fdd85e3c9e5", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6003c196ab230794fdd85e3c9e5", "user_id": "5999ff9fbb6437bb", "vault_id": "154b4baf-0d2b-41db-83a0-5dfd379f23b4", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "21766006-e580-40ec-8666-e969bd836743", "optional_status": "done", "timing": {"base_persistence_ms": 1.1176876723766327, "first_useful_ms": 6848.3433322981, "optional_ms": 67.8598340600729, "queue_ms": 0.0, "required_to_ready_ms": 6848.3433322981, "submission_ack_ms": 1.378835178911686, "total_ms": 6916.781735606492}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.08, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.51, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 1.68, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6003c196ab230794fdd85e3c9e5", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_after_registration:t3:base:repeat1", "case_id": "independent11:verified_after_registration:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8156.699332408607, "conversation_case_id": "independent11:verified_after_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8153.219404630363, "feature_first_useful_ms": 8132.150632329285, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 8135.285927914083, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.100144676864147, "intent_family": "independent11:verified_after_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.571955651044846, "first_useful_ms": 8013.103217817843, "optional_ms": 82.98609592020512, "queue_ms": 0.0, "required_to_ready_ms": 8013.103217817843, "submission_ack_ms": 1.3539856299757957, "total_ms": 8098.8853285089135}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:verified_after_registration:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c1bb9210-11b1-43f3-9813-6c5a15ca4279", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT accounts of a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 88, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 82, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.created_at", "columns": ["ct.client_360.created_at"], "end": 144, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "registration date", "multi": false, "options": [], "phrase": "signed up", "residence": "gold-rollup", "samples": ["2024-03-15", "2025-01-02"], "source": "signup-date mis-binding fix (created_at vs first_activated_at)", "source_selector": "gold", "start": 127, "system": "CT", "text": "registration date"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 199, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 192, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:49781046b3294c90", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 0, "keys": [], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c1bb9210-11b1-43f3-9813-6c5a15ca4279", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "0 matching rows \u2014 a filter likely did not bind; verify filters. High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "b949813b-699d-487f-bfa1-745a8d9ee41e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 5.1e-05, "estimated_rows": 17, "ms_estimate": 2.5500000000000003, "rows": 17, "total_cost": 11.48}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 166.1009667441249, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE NOT c.completed_registration_at IS NULL AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.verified_at IS NULL) AND (SELECT MIN(ba2.verified_at) FROM public.broker_accounts AS ba2 WHERE ba2.user_id = a.id AND NOT ba2.verified_at IS NULL) > c.completed_registration_at ORDER BY a.id DESC NULLS LAST", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.completed_registration_at IS NULL\n  AND EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS ba\n    WHERE\n      ba.user_id = a.id AND NOT ba.verified_at IS NULL\n  )\n  AND (\n    SELECT\n      MIN(ba2.verified_at)\n    FROM public.broker_accounts AS ba2\n    WHERE\n      ba2.user_id = a.id AND NOT ba2.verified_at IS NULL\n  ) > c.completed_registration_at\nORDER BY\n  a.id DESC NULLS LAST", "guard": null, "id": "c93225ba-0766-49ee-b599-4215251aff0d", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7430fbc7ff3ba85f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "7430fbc7ff3ba85f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role whose earliest verified broker account date is after their completed registration date from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "c1bb9210-11b1-43f3-9813-6c5a15ca4279", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6005337cd34ce7249c9bd54febb", "trace_snapshot": {"child_trace_ids": ["7696f600894201ff28c7411797dac861"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6005337cd34ce7249c9bd54febb", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "e3261f1f-e379-43bb-8a34-82b7bb8de873", "optional_status": "done", "timing": {"base_persistence_ms": 4.571955651044846, "first_useful_ms": 8013.103217817843, "optional_ms": 82.98609592020512, "queue_ms": 0.0, "required_to_ready_ms": 8013.103217817843, "submission_ack_ms": 1.3539856299757957, "total_ms": 8098.8853285089135}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 6.22, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 166.1, "validate_ms": 0.0}, "trace_id": "7696f6005337cd34ce7249c9bd54febb", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:marketing_registration_gap:t4:base:repeat1", "case_id": "independent11:marketing_registration_gap:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8194.330611266196, "conversation_case_id": "independent11:marketing_registration_gap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8191.492246463895, "feature_first_useful_ms": 5292.221444658935, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5294.62284501642, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.340228296816349, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.6430442705750465, "first_useful_ms": 5102.370765060186, "optional_ms": 2918.3031655848026, "queue_ms": 0.0, "required_to_ready_ms": 5102.370765060186, "submission_ack_ms": 1.995147205889225, "total_ms": 8021.302952431142}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:marketing_registration_gap:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3860e2e3-e1ee-4c93-bee4-1de090980360", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the ordinary CT user accounts opted in to mar...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 34, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 26, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 174, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 168, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:b149fb9d1aff52ca", "key_column": "user_id", "key_count": 0, "keys": [], "keys_available": true, "materialized_from_aggregate": true, "over_cap": false}}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3860e2e3-e1ee-4c93-bee4-1de090980360", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "de7f4025-9496-40ac-80d6-5e52de686fb3", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.75e-06, "estimated_rows": 1, "ms_estimate": 0.08750000000000001, "rows": 1, "total_cost": 1.76}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": {"kind": "gold_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.user_id) AS client_count, NULL AS email FROM ct.accounts AS a WHERE a.client_type = 'individual' AND NOT a.client_status IN ('complete', 'completed', 'active')", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.user_id) AS client_count,\n  NULL AS email\nFROM ct.accounts AS a\nWHERE\n  a.client_type = 'individual'\n  AND NOT a.client_status IN ('complete', 'completed', 'active')", "guard": null, "id": "a307b50a-27f8-4073-b367-0cae78ee4540", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "be68b8c2e52f5ffe", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "be68b8c2e52f5ffe", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the ordinary CT user accounts opted in to marketing emails whose registration is still incomplete membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "3860e2e3-e1ee-4c93-bee4-1de090980360", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts.", "Calculates how many DISTINCT a.user_id there are.", "Keeps only rows matching filters on client_type and client_status."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.user_id there are from accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c42c08f141c9401aa7deb17d", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c42c08f141c9401aa7deb17d", "user_id": "5999ff9fbb6437bb", "vault_id": "154b4baf-0d2b-41db-83a0-5dfd379f23b4", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "efc8b4a0-b216-4caf-a677-b292311263f5", "optional_status": "done", "timing": {"base_persistence_ms": 3.6430442705750465, "first_useful_ms": 5102.370765060186, "optional_ms": 2918.3031655848026, "queue_ms": 0.0, "required_to_ready_ms": 5102.370765060186, "submission_ack_ms": 1.995147205889225, "total_ms": 8021.302952431142}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.09, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 52.16, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.05, "sql_execution_ms": 4.22, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600c42c08f141c9401aa7deb17d", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_after_registration:t4:base:repeat1", "case_id": "independent11:verified_after_registration:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10781.654837541282, "conversation_case_id": "independent11:verified_after_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10777.771485969424, "feature_first_useful_ms": 6713.576501235366, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6716.980775818229, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3726636320352554, "intent_family": "independent11:verified_after_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.732272751629353, "first_useful_ms": 6402.03639306128, "optional_ms": 4258.434863761067, "queue_ms": 0.0, "required_to_ready_ms": 6402.03639306128, "submission_ack_ms": 1.6887662932276726, "total_ms": 10661.565363407135}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:verified_after_registration:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0f05212e-1a39-49c5-9c1a-09a038215890", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the CT accounts of any role whose earliest ve...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 63, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 57, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.created_at", "columns": ["ct.client_360.created_at"], "end": 119, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "registration date", "multi": false, "options": [], "phrase": "signed up", "residence": "gold-rollup", "samples": ["2024-03-15", "2025-01-02"], "source": "signup-date mis-binding fix (created_at vs first_activated_at)", "source_selector": "gold", "start": 102, "system": "CT", "text": "registration date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 191, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 185, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0f05212e-1a39-49c5-9c1a-09a038215890", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "b949813b-699d-487f-bfa1-745a8d9ee41e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 11.53}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 168.24800055474043, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT t.user_id) AS client_count FROM (SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE NOT c.completed_registration_at IS NULL AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.verified_at IS NULL) AND (SELECT MIN(ba2.verified_at) FROM public.broker_accounts AS ba2 WHERE ba2.user_id = a.id AND NOT ba2.verified_at IS NULL) > c.completed_registration_at) AS t", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT t.user_id) AS client_count\nFROM (\n  SELECT\n    a.id AS user_id\n  FROM public.accounts AS a\n  JOIN public.clients AS c\n    ON c.user_id = a.id\n  WHERE\n    NOT c.completed_registration_at IS NULL\n    AND EXISTS(\n      SELECT\n        1\n      FROM public.broker_accounts AS ba\n      WHERE\n        ba.user_id = a.id AND NOT ba.verified_at IS NULL\n    )\n    AND (\n      SELECT\n        MIN(ba2.verified_at)\n      FROM public.broker_accounts AS ba2\n      WHERE\n        ba2.user_id = a.id AND NOT ba2.verified_at IS NULL\n    ) > c.completed_registration_at\n) AS t", "guard": null, "id": "7c06f333-80db-4cc6-8ccd-60f65602cd90", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "26dcad3a8f14737d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "26dcad3a8f14737d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role whose earliest verified broker account date is after their completed registration date membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "0f05212e-1a39-49c5-9c1a-09a038215890", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Calculates how many DISTINCT t.user_id there are."], "model": null, "provider": null, "summary": "Works out how many DISTINCT t.user_id there are from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600118ccf36e3b54fa795d61b3f", "trace_snapshot": {"child_trace_ids": ["7696f600fc5b8598f1dd46f6b89e3157"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600118ccf36e3b54fa795d61b3f", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "c399009f-ac98-477b-9c0c-491973573ce3", "optional_status": "done", "timing": {"base_persistence_ms": 5.732272751629353, "first_useful_ms": 6402.03639306128, "optional_ms": 4258.434863761067, "queue_ms": 0.0, "required_to_ready_ms": 6402.03639306128, "submission_ack_ms": 1.6887662932276726, "total_ms": 10661.565363407135}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 5.9, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 168.25, "validate_ms": 0.0}, "trace_id": "7696f600118ccf36e3b54fa795d61b3f", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:outdated_still_activated:t1:base:repeat1", "case_id": "independent11:outdated_still_activated:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14549.043609760702, "conversation_case_id": "independent11:outdated_still_activated:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 9871}, {"user_id": 11005}, {"user_id": 11009}, {"user_id": 11013}, {"user_id": 11017}, {"user_id": 11021}, {"user_id": 11025}, {"user_id": 11029}, {"user_id": 11033}, {"user_id": 11037}, {"user_id": 11041}, {"user_id": 11045}, {"user_id": 11049}, {"user_id": 11053}, {"user_id": 11057}, {"user_id": 11061}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14545.35099491477, "feature_first_useful_ms": 14516.955193132162, "first_useful_ms": 14520.390720106661, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.4017562866210938, "intent_family": "independent11:outdated_still_activated", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.306573860347271, "optional_ms": 84.38817877322435, "queue_ms": 0.0, "required_to_ready_ms": 14400.563313625753, "submission_ack_ms": 1.7397692427039146, "total_ms": 14485.66749598831}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f57b3d9c-0c1d-4633-9be7-6ccca026abfb", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 77, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 71, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 126, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 119, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 165, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 156, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f57b3d9c-0c1d-4633-9be7-6ccca026abfb", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "178bad5b-8bbf-48df-847c-e04f0ab3bb3e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "3a93337a-450b-4463-9c69-c7ce186f9625", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6ff73f588e0a4af2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request requires broker-account verification state (broker_accounts.verified_at / a current 'outdated' marker), which exists only in raw ct tables that the federation rule forbids me from referencing (only ct.client_360 and pipedrive.* allowed), and no ta", "prompt_sha256": "1e5364f205b66dcd", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1e5364f205b66dcd", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with a previously verified broker account now marked outdated. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "f57b3d9c-0c1d-4633-9be7-6ccca026abfb", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-f57b3d9c-0c1d-4633-9be7-6ccca026abfb", "trace_snapshot": {"job": {"job_id": "91d97130-663b-423c-beb9-d0c6aba2c8f5", "optional_status": "done", "timing": {"base_persistence_ms": 1.306573860347271, "optional_ms": 84.38817877322435, "queue_ms": 0.0, "required_to_ready_ms": 14400.563313625753, "submission_ack_ms": 1.7397692427039146, "total_ms": 14485.66749598831}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:notified_without_verification:t1:base:repeat1", "case_id": "independent11:notified_without_verification:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 22743.03376674652, "conversation_case_id": "independent11:notified_without_verification:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11004}, {"user_id": 11008}, {"user_id": 11016}, {"user_id": 11020}, {"user_id": 11028}, {"user_id": 11032}, {"user_id": 11040}, {"user_id": 11044}, {"user_id": 11052}, {"user_id": 11056}, {"user_id": 11064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 22737.844441086054, "feature_first_useful_ms": 22724.173647351563, "first_useful_ms": 22729.065973311663, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.858054220676422, "intent_family": "independent11:notified_without_verification", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 11.476008221507072, "optional_ms": 96.42741456627846, "queue_ms": 0.0, "required_to_ready_ms": 22569.069627672434, "submission_ack_ms": 2.6795323938131332, "total_ms": 22669.05376315117}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bcdaf132-fca6-43bb-b220-2c3b2fdc56a4", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 66, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 60, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 145, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 138, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 184, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 175, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bcdaf132-fca6-43bb-b220-2c3b2fdc56a4", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "faf0c0d9-b383-4a4c-98d2-e24e89f7b544", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.notified_at IS NULL AND ba.deleted_at IS NULL) AND NOT EXISTS(SELECT 1 FROM public.broker_accounts AS ba2 WHERE ba2.user_id = a.id AND NOT ba2.verified_at IS NULL) ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT DISTINCT ba.user_id AS user_id FROM public.broker_accounts AS ba WHERE NOT ba.user_id IS NULL AND NOT ba.notified_at IS NULL AND ba.deleted_at IS NULL AND NOT EXISTS(SELECT 1 FROM public.broker_accounts AS v WHERE v.user_id = ba.user_id AND NOT v.verified_at IS NULL AND v.deleted_at IS NULL) ORDER BY 1 LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "dc1725b3-0e8b-46d8-9010-7b33a0fab954", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2842926a5f6ee326", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0a310b947d630712", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The gold catalog contains no broker-account relation or verified/notified flags in ct.client_360, so the broker-account cohort predicate cannot be expressed in the allowed schema.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"public.broker_accounts is not in", "prompt_sha256": "f570072de79013ca", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f570072de79013ca", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with a notified broker account but no broker account that has ever been verified. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "bcdaf132-fca6-43bb-b220-2c3b2fdc56a4", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-bcdaf132-fca6-43bb-b220-2c3b2fdc56a4", "trace_snapshot": {"job": {"job_id": "8367d32d-acce-4a35-8bc6-611b43cf0fdb", "optional_status": "done", "timing": {"base_persistence_ms": 11.476008221507072, "optional_ms": 96.42741456627846, "queue_ms": 0.0, "required_to_ready_ms": 22569.069627672434, "submission_ack_ms": 2.6795323938131332, "total_ms": 22669.05376315117}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:outdated_still_activated:t2:base:repeat1", "case_id": "independent11:outdated_still_activated:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12496.700612828135, "conversation_case_id": "independent11:outdated_still_activated:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 16}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12494.08392328769, "feature_first_useful_ms": 12219.554412178695, "first_useful_ms": 12221.867660991848, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2834669798612595, "intent_family": "independent11:outdated_still_activated", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.3944971188902855, "optional_ms": 70.38415409624577, "queue_ms": 0.0, "required_to_ready_ms": 12098.596706055105, "submission_ack_ms": 1.8387027084827423, "total_ms": 12170.18323019147}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:outdated_still_activated:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6d4d1326-5714-425f-b0db-281221cc7ece", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 73, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 67, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 168, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 162, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6d4d1326-5714-425f-b0db-281221cc7ece", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "178bad5b-8bbf-48df-847c-e04f0ab3bb3e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "a265d9e7-b4fa-472f-8cba-284bc3325fb9", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"Cannot generate: the request depends on an undefined 'first checked result' cohort and tables (ct.client_360, pipedrive.*, broker-account verification state) not present in the provided schema.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"Referenced federat", "prompt_sha256": "fedcd7acd41b575f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "18b527d4a997b37e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "18b527d4a997b37e", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with a previously verified broker account now marked outdated in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "6d4d1326-5714-425f-b0db-281221cc7ece", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-6d4d1326-5714-425f-b0db-281221cc7ece", "trace_snapshot": {"job": {"job_id": "884f1dc1-99fa-4a7d-afc4-0bc289dcf171", "optional_status": "done", "timing": {"base_persistence_ms": 6.3944971188902855, "optional_ms": 70.38415409624577, "queue_ms": 0.0, "required_to_ready_ms": 12098.596706055105, "submission_ack_ms": 1.8387027084827423, "total_ms": 12170.18323019147}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:notified_without_verification:t2:base:repeat1", "case_id": "independent11:notified_without_verification:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 22173.774908296764, "conversation_case_id": "independent11:notified_without_verification:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 11}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 22169.174142181873, "feature_first_useful_ms": 22149.25443660468, "first_useful_ms": 22153.50710041821, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.196302033960819, "intent_family": "independent11:notified_without_verification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.033213920891285, "optional_ms": 65.06047584116459, "queue_ms": 0.0, "required_to_ready_ms": 21997.218693606555, "submission_ack_ms": 1.6127852723002434, "total_ms": 22062.761715613306}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:notified_without_verification:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "edfd8ab1-d44b-4d2c-83bc-1be22b1e850c", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 62, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 56, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 187, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 181, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "edfd8ab1-d44b-4d2c-83bc-1be22b1e850c", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "faf0c0d9-b383-4a4c-98d2-e24e89f7b544", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a WHERE EXISTS (SELECT 1 FROM public.broker_accounts ba1 WHERE ba1.user_id = a.id AND ba1.deleted_at IS NULL AND ba1.notified_at IS NOT NULL) AND NOT EXISTS (SELECT 1 FROM public.broker_accounts ba2 WHERE ba2.user_id = a.id AND ba2.deleted_at IS NULL AND ba2.verified_at IS NOT NULL)"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT ba.user_id) AS client_count FROM public.broker_accounts ba WHERE ba.notified_at IS NOT NULL AND ba.deleted_at IS NULL AND NOT EXISTS (SELECT 1 FROM public.broker_accounts v WHERE v.user_id = ba.user_id AND v.verified_at IS NOT NULL)"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "4c3c92e6-ccd9-4ad8-a118-7cc2e512bace", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "be0deb76ea9fa424", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0b6a4bd3c68558ff", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The gold catalog contains no broker-account table or broker account notified/verified columns, so this predicate cannot be evaluated from the allowed relations.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"public.broker_accounts is not in the gold allowlist", "prompt_sha256": "cf80593a599f19ca", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "cf80593a599f19ca", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with a notified broker account but no broker account that has ever been verified in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "edfd8ab1-d44b-4d2c-83bc-1be22b1e850c", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-edfd8ab1-d44b-4d2c-83bc-1be22b1e850c", "trace_snapshot": {"job": {"job_id": "16213227-9db8-469e-bc4b-97eab0e68c2e", "optional_status": "done", "timing": {"base_persistence_ms": 1.033213920891285, "optional_ms": 65.06047584116459, "queue_ms": 0.0, "required_to_ready_ms": 21997.218693606555, "submission_ack_ms": 1.6127852723002434, "total_ms": 22062.761715613306}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:notified_without_verification:t3:base:repeat1", "case_id": "independent11:notified_without_verification:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9760.814467445016, "conversation_case_id": "independent11:notified_without_verification:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11064}, {"user_id": 11056}, {"user_id": 11052}, {"user_id": 11044}, {"user_id": 11040}, {"user_id": 11032}, {"user_id": 11028}, {"user_id": 11020}, {"user_id": 11016}, {"user_id": 11008}, {"user_id": 11004}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9758.231600746512, "feature_first_useful_ms": 9745.460546575487, "first_useful_ms": 9747.800995595753, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.302616834640503, "intent_family": "independent11:notified_without_verification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.246245630085468, "optional_ms": 74.2737790569663, "queue_ms": 0.0, "required_to_ready_ms": 9430.62774091959, "submission_ack_ms": 1.74659863114357, "total_ms": 9505.887703970075}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:notified_without_verification:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "da925dd0-dcf3-41c2-808d-ec0a611287ed", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 80, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 74, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 193, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 186, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "da925dd0-dcf3-41c2-808d-ec0a611287ed", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "faf0c0d9-b383-4a4c-98d2-e24e89f7b544", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "e206c320-095f-402a-a720-e36ee1480ab0", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a0dc0062214ea4b2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"This request refers to 'the first result' and 'same checked IDs' from a prior query that was not provided, and the referenced curated tables (ct.client_360) are not present in the available schema, so the cohort cannot be reconstructed.\",\n  \"confidence\": \"unc", "prompt_sha256": "9f2cd5cf2c8a91c5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9f2cd5cf2c8a91c5", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with a notified broker account but no broker account that has ever been verified from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "da925dd0-dcf3-41c2-808d-ec0a611287ed", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-da925dd0-dcf3-41c2-808d-ec0a611287ed", "trace_snapshot": {"job": {"job_id": "56e92bca-327e-4285-8a37-5be8afb9a47b", "optional_status": "done", "timing": {"base_persistence_ms": 7.246245630085468, "optional_ms": 74.2737790569663, "queue_ms": 0.0, "required_to_ready_ms": 9430.62774091959, "submission_ack_ms": 1.74659863114357, "total_ms": 9505.887703970075}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:notified_without_verification:t4:base:repeat1", "case_id": "independent11:notified_without_verification:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13309.271189384162, "conversation_case_id": "independent11:notified_without_verification:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 11}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13306.261678226292, "feature_first_useful_ms": 13280.839924700558, "first_useful_ms": 13283.55138655752, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6819705963134766, "intent_family": "independent11:notified_without_verification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.425926573574543, "optional_ms": 90.21582175046206, "queue_ms": 0.0, "required_to_ready_ms": 13142.615083605051, "submission_ack_ms": 2.1766135469079018, "total_ms": 13233.568791300058}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:notified_without_verification:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f09fed02-329c-4445-9a3f-adebae0bde3c", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 55, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 49, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 185, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 179, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f09fed02-329c-4445-9a3f-adebae0bde3c", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "faf0c0d9-b383-4a4c-98d2-e24e89f7b544", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "083c2598-3751-4c45-9d82-569c1010c4dc", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on a prior ('third') result set and tables (ct.client_360, pipedrive.*) that are not present in the provided schema, so no valid single SELECT can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"Referenced views ct.client", "prompt_sha256": "561d2d1578e7b088", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "bc96d252759c80a2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "bc96d252759c80a2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with a notified broker account but no broker account that has ever been verified membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "f09fed02-329c-4445-9a3f-adebae0bde3c", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-f09fed02-329c-4445-9a3f-adebae0bde3c", "trace_snapshot": {"job": {"job_id": "13a4a42c-2f3e-41eb-b58b-8560e07bd156", "optional_status": "done", "timing": {"base_persistence_ms": 1.425926573574543, "optional_ms": 90.21582175046206, "queue_ms": 0.0, "required_to_ready_ms": 13142.615083605051, "submission_ack_ms": 2.1766135469079018, "total_ms": 13233.568791300058}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:outdated_still_activated:t3:base:repeat1", "case_id": "independent11:outdated_still_activated:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 44214.92945495993, "conversation_case_id": "independent11:outdated_still_activated:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11061}, {"user_id": 11057}, {"user_id": 11053}, {"user_id": 11049}, {"user_id": 11045}, {"user_id": 11041}, {"user_id": 11037}, {"user_id": 11033}, {"user_id": 11029}, {"user_id": 11025}, {"user_id": 11021}, {"user_id": 11017}, {"user_id": 11013}, {"user_id": 11009}, {"user_id": 11005}, {"user_id": 9871}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 44211.711743846536, "feature_first_useful_ms": 18968.289681710303, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 18970.93653306365, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6139402762055397, "intent_family": "independent11:outdated_still_activated", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 43.96420065313578, "first_useful_ms": 18843.17423030734, "optional_ms": 25237.241027876735, "queue_ms": 0.0, "required_to_ready_ms": 18843.17423030734, "submission_ack_ms": 1.8029212951660156, "total_ms": 44081.73987455666}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:outdated_still_activated:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "cdf4d02e-b9cf-43d8-b008-056ca582334f", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT accounts of a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 91, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 85, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 174, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 167, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11064", "11062", "11061", "11060", "11059", "11056", "11055", "11053", "11052", "11050", "11049", "11048", "11047", "11044", "11043", "11042", "11041", "11040", "11039", "11037", "11035", "11033", "11032", "11031", "11030", "11028", "11026", "11025", "11024", "11022", "11021", "11020", "11016", "11015", "11014", "11013", "11012", "11011", "11010", "11008", "11007", "11006", "11005", "11004", "11003"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "cdf4d02e-b9cf-43d8-b008-056ca582334f", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 implicit time period, simple query"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "178bad5b-8bbf-48df-847c-e04f0ab3bb3e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11064, "Fictional Company 64", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11061, "Fictional Company 61", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11052, "Fictional Company 52", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11043, "Fictional Company 43", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11033, "Fictional Company 33", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11025, "Fictional Company 25", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11007, "Fictional Company 7", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 7277.555019594729, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.2222222222222222, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 10, "output_rows": 45, "preserve_label": "gold", "unmatched": 35}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id FROM ct.client_360 AS c GROUP BY 1 ORDER BY 1 DESC NULLS LAST LIMIT 10001", "trace_id": "7696f600b3ea3a18fe3c437ab5013cba", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 32, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.broker_accounts AS ba ON ba.user_id = a.id WHERE NOT ba.verified_at IS NULL AND LOWER(ba.status) = 'outdated' ORDER BY 1 DESC NULLS LAST LIMIT 10001", "trace_id": "7696f6006457b11e872348689d4c3921", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "6aa94b36-7111-464b-b30f-7882134a7f54", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c1b4b76acce97c3a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "aac4e680426881e1", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "23cb0dfe7078f6e1", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "23cb0dfe7078f6e1", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with a previously verified broker account now marked outdated from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "cdf4d02e-b9cf-43d8-b008-056ca582334f", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts and broker_accounts.", "CT Ledger: Keeps only rows matching filters on verified_at and status."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6008a32722aef6a4f9db307f934", "trace_snapshot": {"child_trace_ids": ["7696f60004c4303cb78b4901a636d0c3", "7696f6006457b11e872348689d4c3921", "7696f600b3ea3a18fe3c437ab5013cba"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6008a32722aef6a4f9db307f934", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "3ece0e47-4cc1-4671-83ce-c42affad4e0b", "optional_status": "failed", "timing": {"base_persistence_ms": 43.96420065313578, "first_useful_ms": 18843.17423030734, "optional_ms": 25237.241027876735, "queue_ms": 0.0, "required_to_ready_ms": 18843.17423030734, "submission_ack_ms": 1.8029212951660156, "total_ms": 44081.73987455666}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 8.12, "parse_ms": 0.0, "required_checks_ms": 249.27, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 7277.56, "validate_ms": 0.0}, "trace_id": "7696f6008a32722aef6a4f9db307f934", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:multi_broker_activation:t1:base:repeat1", "case_id": "independent11:multi_broker_activation:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21350.36538913846, "conversation_case_id": "independent11:multi_broker_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11003}, {"user_id": 11005}, {"user_id": 11006}, {"user_id": 11007}, {"user_id": 11009}, {"user_id": 11010}, {"user_id": 11011}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11018}, {"user_id": 11019}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11023}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11027}, {"user_id": 11029}, {"user_id": 11030}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11034}, {"user_id": 11035}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11039}, {"user_id": 11041}, {"user_id": 11042}, {"user_id": 11043}, {"user_id": 11045}, {"user_id": 11046}, {"user_id": 11047}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11051}, {"user_id": 11053}, {"user_id": 11054}, {"user_id": 11055}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11059}, {"user_id": 11061}, {"user_id": 11062}, {"user_id": 11063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21346.094054169953, "feature_first_useful_ms": 21335.19985433668, "first_useful_ms": 21339.167579077184, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.9115827530622482, "intent_family": "independent11:multi_broker_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.3624032512307167, "optional_ms": 91.38380456715822, "queue_ms": 0.0, "required_to_ready_ms": 21103.77724468708, "submission_ack_ms": 1.710069365799427, "total_ms": 21200.096437707543}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "67d38c91-a5c3-4d80-a880-d3a60cefed1e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 93, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "brokers", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 86, "system": "CT", "text": "brokers"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 114, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 107, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 153, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 144, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "67d38c91-a5c3-4d80-a880-d3a60cefed1e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "44640467-b762-4b54-b6dd-460dae200052", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT a.id AS user_id FROM public.accounts a JOIN public.broker_accounts ba ON ba.user_id = a.id WHERE ba.verified_at IS NOT NULL AND ba.deleted_at IS NULL GROUP BY a.id HAVING COUNT(DISTINCT ba.broker_id) >= 2 ORDER BY 1"}, {"source": "gold", "sql": "SELECT ba.user_id AS user_id, COUNT(DISTINCT ba.broker_id) AS verified_broker_count FROM public.broker_accounts ba WHERE ba.deleted_at IS NULL AND ba.verified_at IS NOT NULL AND ba.user_id IS NOT NULL GROUP BY 1 HAVING COUNT(DISTINCT ba.broker_id) >= 2 ORDER BY 1 ASC"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "a7df4fbc-fcf4-4a27-bc2b-1f514b7c1f26", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c4aebd60681571ad", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b5523c2782b03e02", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The gold catalog contains no broker or broker-account relation, so verified-broker multiplicity cannot be computed from any allowed table (ct.client_360's column list is also unavailable to confirm a broker count).\",\n  \"confidence\": \"uncertain\",\n  \"warnings\":", "prompt_sha256": "d9bb8b60f93d9857", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d9bb8b60f93d9857", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role that have at least two different verified brokers. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "67d38c91-a5c3-4d80-a880-d3a60cefed1e", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-67d38c91-a5c3-4d80-a880-d3a60cefed1e", "trace_snapshot": {"job": {"job_id": "c48ce845-76c0-409b-b1db-83424dcfb276", "optional_status": "done", "timing": {"base_persistence_ms": 3.3624032512307167, "optional_ms": 91.38380456715822, "queue_ms": 0.0, "required_to_ready_ms": 21103.77724468708, "submission_ack_ms": 1.710069365799427, "total_ms": 21200.096437707543}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:multi_broker_activation:t2:base:repeat1", "case_id": "independent11:multi_broker_activation:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10261.937248520553, "conversation_case_id": "independent11:multi_broker_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 48}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10258.351556025445, "feature_first_useful_ms": 10242.141503840685, "first_useful_ms": 10245.469338260591, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2911933958530426, "intent_family": "independent11:multi_broker_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9422125294804573, "optional_ms": 62.2597262263298, "queue_ms": 0.0, "required_to_ready_ms": 10067.37117562443, "submission_ack_ms": 1.416066661477089, "total_ms": 10130.091827362776}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:multi_broker_activation:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d6806e2c-ae78-4e88-bfdb-0dd96e7320bd", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 89, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "brokers", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 82, "system": "CT", "text": "brokers"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 156, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 150, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d6806e2c-ae78-4e88-bfdb-0dd96e7320bd", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "44640467-b762-4b54-b6dd-460dae200052", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "bd273f7a-ab86-483d-aeca-a42e015fb81e", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d50a51d6a8977290", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request requires ct.client_360 and pipedrive.* tables, which are not present in the provided schema, and the question itself is ambiguous, so no safe SELECT can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"The mandated federation gold", "prompt_sha256": "e35aae7942b61a76", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e35aae7942b61a76", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role that have at least two different verified brokers in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "d6806e2c-ae78-4e88-bfdb-0dd96e7320bd", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-d6806e2c-ae78-4e88-bfdb-0dd96e7320bd", "trace_snapshot": {"job": {"job_id": "a5cce1d0-dbc1-41e9-be53-6ee2765be8ca", "optional_status": "done", "timing": {"base_persistence_ms": 0.9422125294804573, "optional_ms": 62.2597262263298, "queue_ms": 0.0, "required_to_ready_ms": 10067.37117562443, "submission_ack_ms": 1.416066661477089, "total_ms": 10130.091827362776}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:outdated_still_activated:t4:base:repeat1", "case_id": "independent11:outdated_still_activated:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 25215.421084314585, "conversation_case_id": "independent11:outdated_still_activated:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 16}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 25212.204864248633, "feature_first_useful_ms": 25201.35130546987, "first_useful_ms": 25204.257584176958, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.846767194569111, "intent_family": "independent11:outdated_still_activated", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1586500331759453, "optional_ms": 93.73450558632612, "queue_ms": 0.0, "required_to_ready_ms": 25040.726536884904, "submission_ack_ms": 2.0004883408546448, "total_ms": 25135.292171500623}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:outdated_still_activated:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f388aeed-3953-4279-b7a2-91a1581ebcbb", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 66, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 60, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 166, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 160, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f388aeed-3953-4279-b7a2-91a1581ebcbb", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "178bad5b-8bbf-48df-847c-e04f0ab3bb3e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT ba.user_id) AS client_count FROM public.broker_accounts ba WHERE ba.user_id IS NOT NULL AND ba.verified_at IS NOT NULL AND ba.deleted_at IS NULL AND lower(ba.status) = 'outdated'"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT ba.user_id) AS client_count FROM public.broker_accounts ba WHERE ba.verified_at IS NOT NULL AND ba.status = 'outdated' AND ba.deleted_at IS NULL"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "884c3ec4-83e1-4c6d-928a-bfea9a586451", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9a6f98b191099502", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "eb860661301a74a3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "ef18e9d02ba205a5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ef18e9d02ba205a5", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with a previously verified broker account now marked outdated membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "f388aeed-3953-4279-b7a2-91a1581ebcbb", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-f388aeed-3953-4279-b7a2-91a1581ebcbb", "trace_snapshot": {"job": {"job_id": "526d77cd-870c-4a6b-98d4-7ee24ea6fbff", "optional_status": "done", "timing": {"base_persistence_ms": 1.1586500331759453, "optional_ms": 93.73450558632612, "queue_ms": 0.0, "required_to_ready_ms": 25040.726536884904, "submission_ack_ms": 2.0004883408546448, "total_ms": 25135.292171500623}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:multi_broker_activation:t3:base:repeat1", "case_id": "independent11:multi_broker_activation:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7666.334907524288, "conversation_case_id": "independent11:multi_broker_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11059}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11055}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11047}, {"user_id": 11046}, {"user_id": 11045}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11035}, {"user_id": 11034}, {"user_id": 11033}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11023}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11019}, {"user_id": 11018}, {"user_id": 11017}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11011}, {"user_id": 11010}, {"user_id": 11009}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7663.433197885752, "feature_first_useful_ms": 7652.43602450937, "first_useful_ms": 7655.107855796814, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.640780061483383, "intent_family": "independent11:multi_broker_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0961564257740974, "optional_ms": 72.99226149916649, "queue_ms": 0.0, "required_to_ready_ms": 7413.50438259542, "submission_ack_ms": 1.5815440565347672, "total_ms": 7486.985560506582}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:multi_broker_activation:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "174f7232-c6e0-4c0e-88a3-14bf977d097e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 107, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "brokers", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 100, "system": "CT", "text": "brokers"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 162, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 155, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "174f7232-c6e0-4c0e-88a3-14bf977d097e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "44640467-b762-4b54-b6dd-460dae200052", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "229a31db-86a0-4c45-87a0-f28f147e6c05", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on an unspecified 'first result' and requires ct.client_360 / pipedrive tables that are not present in the provided schema, so no SQL can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"Referenced gold tables (ct.client_3", "prompt_sha256": "8305e6cce9c1b8d6", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2d65042071205a81", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2d65042071205a81", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role that have at least two different verified brokers from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "174f7232-c6e0-4c0e-88a3-14bf977d097e", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-174f7232-c6e0-4c0e-88a3-14bf977d097e", "trace_snapshot": {"job": {"job_id": "9c317caa-c8a3-4545-9c1e-73bcc37252c0", "optional_status": "done", "timing": {"base_persistence_ms": 1.0961564257740974, "optional_ms": 72.99226149916649, "queue_ms": 0.0, "required_to_ready_ms": 7413.50438259542, "submission_ack_ms": 1.5815440565347672, "total_ms": 7486.985560506582}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:multi_broker_activation:t4:base:repeat1", "case_id": "independent11:multi_broker_activation:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10311.145339161158, "conversation_case_id": "independent11:multi_broker_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 48}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10308.31504240632, "feature_first_useful_ms": 10295.327300205827, "first_useful_ms": 10297.866786830127, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4978341534733772, "intent_family": "independent11:multi_broker_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.486194483935833, "optional_ms": 63.12631722539663, "queue_ms": 0.0, "required_to_ready_ms": 10129.658936522901, "submission_ack_ms": 1.7569297924637794, "total_ms": 10193.579070270061}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:multi_broker_activation:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9ecdc89f-23d4-456c-8e04-91467aca70fe", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 82, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "brokers", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 75, "system": "CT", "text": "brokers"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 154, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 148, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9ecdc89f-23d4-456c-8e04-91467aca70fe", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "44640467-b762-4b54-b6dd-460dae200052", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "568f6a5d-b465-45b5-ad81-8bd2981f2441", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"This request depends on a prior result ('the third result') which is unavailable here, and mandates tables (ct.client_360, pipedrive.*) that are not in the provided schema.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"Referencing a previous multi-step ", "prompt_sha256": "8a00d644cc4a3c16", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5e78cbca9d5e429a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5e78cbca9d5e429a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role that have at least two different verified brokers membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "9ecdc89f-23d4-456c-8e04-91467aca70fe", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-9ecdc89f-23d4-456c-8e04-91467aca70fe", "trace_snapshot": {"job": {"job_id": "f8cbde39-9161-4851-afac-d3cbc81f421a", "optional_status": "done", "timing": {"base_persistence_ms": 2.486194483935833, "optional_ms": 63.12631722539663, "queue_ms": 0.0, "required_to_ready_ms": 10129.658936522901, "submission_ack_ms": 1.7569297924637794, "total_ms": 10193.579070270061}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:corporate_registration_without_trade:t1:base:repeat1", "case_id": "independent11:corporate_registration_without_trade:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13161.091120913625, "conversation_case_id": "independent11:corporate_registration_without_trade:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11016}, {"user_id": 11032}, {"user_id": 11048}, {"user_id": 11064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13156.183055602014, "feature_first_useful_ms": 7807.431763038039, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 7811.925144866109, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.45312075316906, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2245513498783112, "first_useful_ms": 7647.658385336399, "optional_ms": 5201.579101383686, "queue_ms": 0.0, "required_to_ready_ms": 7647.658385336399, "submission_ack_ms": 1.8562432378530502, "total_ms": 12849.73453450948}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "4 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 4, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "487ef034-4c38-4e3b-ad1b-972ffe15aba0", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct corporate CT client records wi...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 39, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 33, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 140, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 133, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 179, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 170, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:255c78e2c5ba0658", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 4, "keys": ["11016", "11032", "11048", "11064"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 4, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "487ef034-4c38-4e3b-ad1b-972ffe15aba0", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "718272bd-b3d0-4c86-b2b7-5399c169c51e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 9.75e-06, "estimated_rows": 3, "ms_estimate": 0.48750000000000004, "rows": 3, "total_cost": 15.57}, "created_at": "2026-09-06T12:00:00Z", "data": [[11016, "Fictional Company 16", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11064, "Fictional Company 64", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 145.86796332150698, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE NOT c.type IS NULL AND c.type <> 'PersonalAccount' AND NOT c.completed_registration_at IS NULL AND NOT EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed') GROUP BY a.id ORDER BY 1 ASC LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.type IS NULL\n  AND c.type <> 'PersonalAccount'\n  AND NOT c.completed_registration_at IS NULL\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM public.trade_bookings AS tb\n    WHERE\n      tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed'\n  )\nGROUP BY\n  a.id\nORDER BY\n  1 ASC\nLIMIT 10000", "guard": null, "id": "ea632a21-80f3-4916-9c33-b3d68cb9791b", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). 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Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "487ef034-4c38-4e3b-ad1b-972ffe15aba0", "row_count": 4, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and trade_bookings.", "Keeps only rows matching filters on type, completed_registration_at, status, user_id, id, and deleted_at.", "Groups the results by id."], "model": null, "provider": null, "summary": "Reads rows from accounts, clients, and trade_bookings grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600abafa78d3b3147218be123a9", "trace_snapshot": {"child_trace_ids": ["7696f600a81222d6c1d34ce8813d513c"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600abafa78d3b3147218be123a9", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "159a9742-cc01-4669-8dd2-c6522de68235", "optional_status": "done", "timing": {"base_persistence_ms": 1.2245513498783112, "first_useful_ms": 7647.658385336399, "optional_ms": 5201.579101383686, "queue_ms": 0.0, "required_to_ready_ms": 7647.658385336399, "submission_ack_ms": 1.8562432378530502, "total_ms": 12849.73453450948}}, "row_count": 4, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 6.52, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 145.87, "validate_ms": 0.0}, "trace_id": "7696f600abafa78d3b3147218be123a9", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:private_declared_currency_overlap:t1:base:repeat1", "case_id": "independent11:private_declared_currency_overlap:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 42685.53453218192, "conversation_case_id": "independent11:private_declared_currency_overlap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 42681.846977211535, "feature_first_useful_ms": 42667.45581664145, "first_useful_ms": 42670.88542319834, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.387613222002983, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.5649227425456047, "optional_ms": 93.35652831941843, "queue_ms": 0.0, "required_to_ready_ms": 42527.160761877894, "submission_ack_ms": 1.5875846147537231, "total_ms": 42621.51555530727}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "4a235315-6a4c-4c83-9233-932149cee8ce", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 37, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT DISTINCT c.user_id AS user_id FROM public.clients AS c WHERE c.type = 'PersonalAccount' AND NOT c.sell_currencies IS NULL AND ARRAY_LENGTH(c.sell_currencies, 1) > 0 AND NOT c.buy_currencies IS NULL AND ARRAY_LENGTH(c.buy_currencies, 1) > 0 ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT COALESCE(c.user_id, p.id) AS user_id FROM ct.client_360 AS c LEFT JOIN pipedrive.persons_enriched AS p ON p.user_id = c.user_id WHERE c.type = 'private' AND COALESCE(c.sell_currencies, '{}') <> '{}' AND COALESCE(c.buy_currencies, '{}') <> '{}' GROUP BY 1 ORDER BY 1 LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "f6303c7f-1824-487c-b321-4e6792d4c2b3", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8764c8e5933e4113", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f550045dbe97a0c8", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "9a3a96f0d0fc497f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9a3a96f0d0fc497f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct private CT client records who declared at least one currency on both the sell and buy sides. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "4a235315-6a4c-4c83-9233-932149cee8ce", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SCHEMA_001", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-4a235315-6a4c-4c83-9233-932149cee8ce", "trace_snapshot": {"job": {"job_id": "7394dd91-18f2-4f43-a47e-3378e82d5f27", "optional_status": "done", "timing": {"base_persistence_ms": 1.5649227425456047, "optional_ms": 93.35652831941843, "queue_ms": 0.0, "required_to_ready_ms": 42527.160761877894, "submission_ack_ms": 1.5875846147537231, "total_ms": 42621.51555530727}}, "terminal_error": {"error_code": "BI_SCHEMA_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_SCHEMA_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 4}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:corporate_registration_without_trade:t2:base:repeat1", "case_id": "independent11:corporate_registration_without_trade:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21773.73467106372, "conversation_case_id": "independent11:corporate_registration_without_trade:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21770.095727406442, "feature_first_useful_ms": 6818.963640369475, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6822.102587670088, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.102445974946022, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3688867911696434, "first_useful_ms": 6767.201618291438, "optional_ms": 14929.174768738449, "queue_ms": 0.0, "required_to_ready_ms": 6767.201618291438, "submission_ack_ms": 1.5856539830565453, "total_ms": 21697.09575176239}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 4.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:corporate_registration_without_trade:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "70262efa-02ef-431b-b80c-657755ff4954", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the corporate CT client records with c...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 35, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 29, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "sum", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "70262efa-02ef-431b-b80c-657755ff4954", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Complex query: 1 JOINs, subqueries, CTEs, ", "score": 0.3}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (73%) \u2014 complex query"}, "confidence_level": "medium", "confidence_score": 0.7307692307692307, "conversation_id": "718272bd-b3d0-4c86-b2b7-5399c169c51e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 15.55}, "created_at": "2026-09-06T12:00:00Z", "data": [[4]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 142.42382813245058, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "WITH eligible AS (SELECT a.id FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.completed_registration_at IS NOT NULL AND c.type IS NOT NULL AND c.type <> 'PersonalAccount' AND NOT EXISTS (SELECT 1 FROM public.trade_bookings tb WHERE tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed')) SELECT COUNT(*) AS client_count FROM eligible", "generated_sql_pretty": "WITH eligible AS (\n  SELECT\n    a.id\n  FROM public.accounts AS a\n  JOIN public.clients AS c\n    ON c.user_id = a.id\n  WHERE\n    NOT c.completed_registration_at IS NULL\n    AND NOT c.type IS NULL\n    AND c.type <> 'PersonalAccount'\n    AND NOT EXISTS(\n      SELECT\n        1\n      FROM public.trade_bookings AS tb\n      WHERE\n        tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed'\n    )\n)\nSELECT\n  COUNT(*) AS client_count\nFROM eligible", "guard": null, "id": "c7d6d4ac-0ed5-4d42-8a23-5739ab09847d", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 4.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "826644b3c3eb5351", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "826644b3c3eb5351", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the corporate CT client records with completed registration who have no non-deleted, non-closed booking in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "70262efa-02ef-431b-b80c-657755ff4954", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from eligible, accounts, clients, and trade_bookings.", "Calculates how many rows there are."], "model": null, "provider": null, "summary": "Works out how many rows there are from eligible, accounts, clients, and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60058940bd145df4fc2a90ac796", "trace_snapshot": {"child_trace_ids": ["7696f600188c844bb1d94ea691fb5a7f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60058940bd145df4fc2a90ac796", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "89ee29da-c824-4f57-815d-406ba307ac87", "optional_status": "done", "timing": {"base_persistence_ms": 1.3688867911696434, "first_useful_ms": 6767.201618291438, "optional_ms": 14929.174768738449, "queue_ms": 0.0, "required_to_ready_ms": 6767.201618291438, "submission_ack_ms": 1.5856539830565453, "total_ms": 21697.09575176239}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.84, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 142.42, "validate_ms": 0.0}, "trace_id": "7696f60058940bd145df4fc2a90ac796", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:private_declared_currency_overlap:t2:base:repeat1", "case_id": "independent11:private_declared_currency_overlap:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7100.986983627081, "conversation_case_id": "independent11:private_declared_currency_overlap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7098.188237287104, "feature_first_useful_ms": 7079.89648450166, "first_useful_ms": 7082.412101328373, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4847742170095444, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.8077598437666893, "optional_ms": 74.13266506046057, "queue_ms": 0.0, "required_to_ready_ms": 6969.189594499767, "submission_ack_ms": 2.4315612390637398, "total_ms": 7043.773184530437}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:private_declared_currency_overlap:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1d592bc6-ff5b-481c-87e4-732dc378d1dc", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 33, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 27, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1d592bc6-ff5b-481c-87e4-732dc378d1dc", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "a92c4f01-b85c-4591-894d-644ba5e538dd", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "0692e951-ac89-4dbe-812c-4a9e0f84f8b3", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "bdd9009634cb3571", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request requires ct.client_360 and pipedrive.* tables, which are not present in the provided schema (only public.* tables are available), so I cannot generate a compliant query.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"Federation gold-leg requi", "prompt_sha256": "71e63e71fc2810e3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "71e63e71fc2810e3", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the private CT client records who declared at least one currency on both the sell and buy sides in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "1d592bc6-ff5b-481c-87e4-732dc378d1dc", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-1d592bc6-ff5b-481c-87e4-732dc378d1dc", "trace_snapshot": {"job": {"job_id": "722034aa-173b-4cca-9fc3-401d37a32560", "optional_status": "done", "timing": {"base_persistence_ms": 3.8077598437666893, "optional_ms": 74.13266506046057, "queue_ms": 0.0, "required_to_ready_ms": 6969.189594499767, "submission_ack_ms": 2.4315612390637398, "total_ms": 7043.773184530437}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
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{"action": "query", "actual_rows": [{"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:corporate_registration_without_trade:t3:base:repeat1", "case_id": "independent11:corporate_registration_without_trade:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19139.77640774101, "conversation_case_id": "independent11:corporate_registration_without_trade:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11064}, {"user_id": 11048}, {"user_id": 11032}, {"user_id": 11016}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 19135.59526577592, "feature_first_useful_ms": 7305.520575493574, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 7309.210221283138, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.651915118098259, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.7743037790060043, "first_useful_ms": 7215.78327845782, "optional_ms": 11864.28368743509, "queue_ms": 0.0, "required_to_ready_ms": 7215.78327845782, "submission_ack_ms": 1.5109926462173462, "total_ms": 19080.620974302292}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "4 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:corporate_registration_without_trade:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 4, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7307e23a-0865-4519-9b5b-adc2f95d456e", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the corporate CT cli...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 53, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. 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semantic correctness is only verified by the listed checks.", "execution_id": "7307e23a-0865-4519-9b5b-adc2f95d456e", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "718272bd-b3d0-4c86-b2b7-5399c169c51e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 9e-06, "estimated_rows": 3, "ms_estimate": 0.45, "rows": 3, "total_cost": 15.57}, "created_at": "2026-09-06T12:00:00Z", "data": [[11064, "Fictional Company 64", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 154.86427675932646, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE NOT c.type IS NULL AND c.type <> 'PersonalAccount' AND NOT c.completed_registration_at IS NULL AND NOT EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed') ORDER BY a.id DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.type IS NULL\n  AND c.type <> 'PersonalAccount'\n  AND NOT c.completed_registration_at IS NULL\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM public.trade_bookings AS tb\n    WHERE\n      tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed'\n  )\nORDER BY\n  a.id DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "3830ec4b-501e-4fcc-af5c-a0037f359a61", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "4 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ee8462629a56494a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ee8462629a56494a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the corporate CT client records with completed registration who have no non-deleted, non-closed booking from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "7307e23a-0865-4519-9b5b-adc2f95d456e", "row_count": 4, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and trade_bookings.", "Keeps only rows matching filters on type, completed_registration_at, status, user_id, id, and deleted_at."], "model": null, "provider": null, "summary": "Reads rows from accounts, clients, and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6008c34951c6aa8437a9993296e", "trace_snapshot": {"child_trace_ids": ["7696f600f34fda527d394deaa7696020"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6008c34951c6aa8437a9993296e", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "508945e0-1f15-4f45-89e3-1c7b89820082", "optional_status": "done", "timing": {"base_persistence_ms": 2.7743037790060043, "first_useful_ms": 7215.78327845782, "optional_ms": 11864.28368743509, "queue_ms": 0.0, "required_to_ready_ms": 7215.78327845782, "submission_ack_ms": 1.5109926462173462, "total_ms": 19080.620974302292}}, "row_count": 4, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.07, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 154.86, "validate_ms": 0.0}, "trace_id": "7696f6008c34951c6aa8437a9993296e", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:private_declared_currency_overlap:t4:base:repeat1", "case_id": "independent11:private_declared_currency_overlap:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8160.537561401725, "conversation_case_id": "independent11:private_declared_currency_overlap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8157.841328531504, "feature_first_useful_ms": 8124.834064394236, "first_useful_ms": 8127.1714037284255, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.308507449924946, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9839339181780815, "optional_ms": 66.79463759064674, "queue_ms": 0.0, "required_to_ready_ms": 7991.274621337652, "submission_ack_ms": 1.5762429684400558, "total_ms": 8058.556995354593}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:private_declared_currency_overlap:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "8ad72628-e507-4545-a338-79e5e42ea8ca", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 26, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "d6b58462-9c05-47cc-92a3-cfd30282b7e5", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "88ce3c16160b91a4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The question depends on a prior ('third') result set and a ct.client_360 / pipedrive schema that is not provided in the available schema, so a safe SQL query cannot be constructed.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"ct.client_360 and pipedriv", "prompt_sha256": "34706e9c6f930248", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "34706e9c6f930248", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the private CT client records who declared at least one currency on both the sell and buy sides membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "8ad72628-e507-4545-a338-79e5e42ea8ca", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-8ad72628-e507-4545-a338-79e5e42ea8ca", "trace_snapshot": {"job": {"job_id": "49c3e123-59b3-4778-af25-86f72d8a38db", "optional_status": "done", "timing": {"base_persistence_ms": 0.9839339181780815, "optional_ms": 66.79463759064674, "queue_ms": 0.0, "required_to_ready_ms": 7991.274621337652, "submission_ack_ms": 1.5762429684400558, "total_ms": 8058.556995354593}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 4}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:corporate_registration_without_trade:t4:base:repeat1", "case_id": "independent11:corporate_registration_without_trade:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10127.34011746943, "conversation_case_id": "independent11:corporate_registration_without_trade:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10124.559162184596, "feature_first_useful_ms": 7159.101760014892, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7161.4354103803635, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3030992597341537, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.452149823307991, "first_useful_ms": 6945.729023776948, "optional_ms": 3059.9864153191447, "queue_ms": 0.0, "required_to_ready_ms": 6945.729023776948, "submission_ack_ms": 1.557222567498684, "total_ms": 10006.258498877287}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 4.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:corporate_registration_without_trade:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1e6ba170-ca12-4f32-a2bd-9e85adba2864", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the corporate CT client records with complete...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 28, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 22, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1e6ba170-ca12-4f32-a2bd-9e85adba2864", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "718272bd-b3d0-4c86-b2b7-5399c169c51e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 15.58}, "created_at": "2026-09-06T12:00:00Z", "data": [[4]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 148.57900701463223, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.completed_registration_at IS NOT NULL AND c.type IS NOT NULL AND c.type <> 'PersonalAccount' AND NOT EXISTS (SELECT 1 FROM public.trade_bookings tb WHERE tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed')", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.completed_registration_at IS NULL\n  AND NOT c.type IS NULL\n  AND c.type <> 'PersonalAccount'\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM public.trade_bookings AS tb\n    WHERE\n      tb.user_id = a.id AND tb.deleted_at IS NULL AND tb.status <> 'closed'\n  )", "guard": null, "id": "9f413cbc-ff1c-4fa4-a8ce-46214d2e6bca", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 4.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c374a0e4a9449315", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c374a0e4a9449315", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the corporate CT client records with completed registration who have no non-deleted, non-closed booking membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "1e6ba170-ca12-4f32-a2bd-9e85adba2864", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and trade_bookings.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on type, completed_registration_at, status, user_id, id, and deleted_at."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, clients, and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6009c29e3ebafa94c9985b82a29", "trace_snapshot": {"child_trace_ids": ["7696f60094829115b4164c7db892b664"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6009c29e3ebafa94c9985b82a29", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "9a90a164-f0e4-4cd5-8786-745f8c9fcd46", "optional_status": "done", "timing": {"base_persistence_ms": 1.452149823307991, "first_useful_ms": 6945.729023776948, "optional_ms": 3059.9864153191447, "queue_ms": 0.0, "required_to_ready_ms": 6945.729023776948, "submission_ack_ms": 1.557222567498684, "total_ms": 10006.258498877287}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.82, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 148.58, "validate_ms": 0.0}, "trace_id": "7696f6009c29e3ebafa94c9985b82a29", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:unknown_sti_with_broker:t1:base:repeat1", "case_id": "independent11:unknown_sti_with_broker:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19938.65965679288, "conversation_case_id": "independent11:unknown_sti_with_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11008}, {"user_id": 11017}, {"user_id": 11026}, {"user_id": 11035}, {"user_id": 11044}, {"user_id": 11053}, {"user_id": 11062}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 19934.495555236936, "feature_first_useful_ms": 19924.29760750383, "first_useful_ms": 19928.232251666486, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.889443352818489, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.111029535531998, "optional_ms": 1063.5627266019583, "queue_ms": 0.0, "required_to_ready_ms": 18805.304327979684, "submission_ack_ms": 2.064090222120285, "total_ms": 19869.825027883053}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6099310a-4b09-4236-b38d-4a0b698a9cbe", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 23, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 55, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "client type", "multi": false, "options": [], "phrase": "client type", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 44, "system": "CT", "text": "client type"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 99, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 93, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 128, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 121, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 167, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 158, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6099310a-4b09-4236-b38d-4a0b698a9cbe", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "e18d04f6-7e83-45a8-b9ce-ecf3565dcff7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE (c.type IS NULL OR TRIM(c.type) = '') AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND ba.deleted_at IS NULL) ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT c.user_id FROM ct.client_360 AS c WHERE (c.type IS NULL OR c.type = '' OR c.type = 'unknown') AND EXISTS(SELECT 1 FROM public.broker_accounts AS b WHERE b.user_id = c.user_id AND b.deleted_at IS NULL) GROUP BY c.user_id ORDER BY c.user_id ASC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "c8cc1b80-f346-4c0d-925b-03ceb8f4333e", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f92819f47afe5ef3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "07c2f1ad025f902b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "f86b2c1884177225", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f86b2c1884177225", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT client records whose client type is unknown and who have at least one broker account. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "6099310a-4b09-4236-b38d-4a0b698a9cbe", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-6099310a-4b09-4236-b38d-4a0b698a9cbe", "trace_snapshot": {"job": {"job_id": "355c4f1d-eb4f-4fb2-977e-6de427d159b3", "optional_status": "done", "timing": {"base_persistence_ms": 6.111029535531998, "optional_ms": 1063.5627266019583, "queue_ms": 0.0, "required_to_ready_ms": 18805.304327979684, "submission_ack_ms": 2.064090222120285, "total_ms": 19869.825027883053}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_only_system_activity:t1:base:repeat1", "case_id": "independent11:quote_only_system_activity:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 35789.25596550107, "conversation_case_id": "independent11:quote_only_system_activity:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; 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Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "857760d4-5321-4153-b834-9793b53d79fc", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role that h...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 77, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quotes", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 71, "system": "CT", "text": "quotes"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 126, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 119, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 165, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 156, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11003", "11004", "11005", "11006", "11007", "11008", "11010", "11011", "11012", "11013", "11014", "11015", "11016", "11020", "11021", "11022", "11024", "11025", "11026", "11028", "11030", "11031", "11032", "11033", "11035", "11037", "11039", "11040", "11041", "11042", "11043", "11044", "11047", "11048", "11049", "11050", "11052", "11053", "11055", "11056", "11059", "11060", "11061", "11062", "11064"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "857760d4-5321-4153-b834-9793b53d79fc", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "0 matching rows \u2014 a filter likely did not bind; verify filters. High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "52232cca-8994-4267-9d02-68944e0424b1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, "Fictional Company 3", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11010, "Fictional Company 10", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11028, "Fictional Company 28", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11047, "Fictional Company 47", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11064, "Fictional Company 64", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 11116.878570057452, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 0, "output_rows": 45, "preserve_label": "gold", "unmatched": 45}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id FROM ct.client_360 AS c GROUP BY 1 ORDER BY 1 ASC LIMIT 10001", "trace_id": "7696f60007cea2720f5b49ad8ddfc081", "was_truncated": false}, {"confidence_level": "medium", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 0, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.quotes AS q WHERE q.user_id = a.id AND q.type <> 'by_client') AND NOT EXISTS(SELECT 1 FROM public.quotes AS q2 WHERE q2.user_id = a.id AND q2.type = 'by_client') ORDER BY 1 LIMIT 10001", "trace_id": "7696f600110ace4542ad4bb48bf0875a", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "4a0b3326-a23d-45ee-8f97-1c06e19895b3", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a02825b29b3747c5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "20fdd6c5434cf409", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "f69c888834d995f4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f69c888834d995f4", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role that have system-generated quotes and no user-requested quote. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "857760d4-5321-4153-b834-9793b53d79fc", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts and quotes.", "CT Ledger: Keeps only rows matching filters on user_id, id, and type."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts and quotes.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6000c6ec28f814b432c85ae1e77", "trace_snapshot": {"child_trace_ids": ["7696f6009dd56d4eb2f941c38b9f2faa", "7696f600110ace4542ad4bb48bf0875a", "7696f60007cea2720f5b49ad8ddfc081"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6000c6ec28f814b432c85ae1e77", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "2663b385-22e8-42b9-b124-96abb7fea787", "optional_status": "done", "timing": {"base_persistence_ms": 3.439035266637802, "first_useful_ms": 21803.79866436124, "optional_ms": 13597.219287417829, "queue_ms": 0.0, "required_to_ready_ms": 21803.79866436124, "submission_ack_ms": 1.4636190608143806, "total_ms": 35404.069944284856}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 11.06, "parse_ms": 0.0, "required_checks_ms": 6.12, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 11116.88, "validate_ms": 0.0}, "trace_id": "7696f6000c6ec28f814b432c85ae1e77", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:unknown_sti_with_broker:t2:base:repeat1", "case_id": "independent11:unknown_sti_with_broker:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 24822.915711440146, "conversation_case_id": "independent11:unknown_sti_with_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 7}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 24820.1000476256, "feature_first_useful_ms": 24791.33619554341, "first_useful_ms": 24793.874761089683, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4868836626410484, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0193763300776482, "optional_ms": 71.76537159830332, "queue_ms": 0.0, "required_to_ready_ms": 24601.662278175354, "submission_ack_ms": 2.2553056478500366, "total_ms": 24673.947527073324}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:unknown_sti_with_broker:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "39196d18-2f85-445a-a553-ca561eba3335", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 25, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 19, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 51, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "client type", "multi": false, "options": [], "phrase": "client type", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 40, "system": "CT", "text": "client type"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 95, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 89, "system": "CT", "text": "broker"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "39196d18-2f85-445a-a553-ca561eba3335", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "e18d04f6-7e83-45a8-b9ce-ecf3565dcff7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type IS NULL AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = a.id AND ba.deleted_at IS NULL)"}, {"source": "gold", "sql": "SELECT c.user_id, COUNT(DISTINCT c.user_id) OVER () AS client_count FROM public.clients c WHERE (c.type IS NULL OR c.type = '' OR c.type = 'unknown') AND c.user_id IS NOT NULL AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = c.user_id) GROUP BY c.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "a662da37-14e3-4726-b61a-c23a1d978453", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "df34c830d33b6b72", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "caa840c0efe041ed", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "f933b65f05037fc7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f933b65f05037fc7", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT client records whose client type is unknown and who have at least one broker account in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "39196d18-2f85-445a-a553-ca561eba3335", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-39196d18-2f85-445a-a553-ca561eba3335", "trace_snapshot": {"job": {"job_id": "87af922b-113b-4ed9-a0d7-a4c9aff66829", "optional_status": "done", "timing": {"base_persistence_ms": 1.0193763300776482, "optional_ms": 71.76537159830332, "queue_ms": 0.0, "required_to_ready_ms": 24601.662278175354, "submission_ack_ms": 2.2553056478500366, "total_ms": 24673.947527073324}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_only_system_activity:t2:base:repeat1", "case_id": "independent11:quote_only_system_activity:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23191.829273477197, "conversation_case_id": "independent11:quote_only_system_activity:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23181.644924916327, "feature_first_useful_ms": 23137.124244123697, "first_useful_ms": 23146.965119987726, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 9.699520654976368, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1407490819692612, "optional_ms": 71.45143207162619, "queue_ms": 0.0, "required_to_ready_ms": 22927.14925017208, "submission_ack_ms": 4.074909724295139, "total_ms": 22999.148439615965}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:quote_only_system_activity:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "10bca2bd-0b7f-49a0-9ea7-b5e5c0ecd0e8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 73, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quotes", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 67, "system": "CT", "text": "quotes"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 168, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 162, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "10bca2bd-0b7f-49a0-9ea7-b5e5c0ecd0e8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "52232cca-8994-4267-9d02-68944e0424b1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a WHERE EXISTS (SELECT 1 FROM public.quotes q WHERE q.user_id = a.id AND q.type <> 'by_client') AND NOT EXISTS (SELECT 1 FROM public.quotes q2 WHERE q2.user_id = a.id AND q2.type = 'by_client')"}, {"source": "gold", "sql": "SELECT quotes.user_id AS user_id, COUNT(*) FILTER(WHERE quotes.type = 'by_client') AS quote_count FROM public.quotes WHERE NOT quotes.user_id IS NULL GROUP BY quotes.user_id HAVING COUNT(*) FILTER(WHERE quotes.type = 'by_client') = 0 AND COUNT(*) FILTER(WHERE quotes.type <> 'by_client' OR quotes.type IS NULL) > 0 ORDER BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "71ac4ea6-2a25-4e72-b888-15de73a8cf1c", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "bffa1fe2a020ee98", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "12e52424cfa1e22e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "feb1406a558c65c3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "feb1406a558c65c3", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role that have system-generated quotes and no user-requested quote in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "10bca2bd-0b7f-49a0-9ea7-b5e5c0ecd0e8", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-10bca2bd-0b7f-49a0-9ea7-b5e5c0ecd0e8", "trace_snapshot": {"job": {"job_id": "106b1e9f-5e0f-4f7a-98ef-7829dab16ff0", "optional_status": "done", "timing": {"base_persistence_ms": 1.1407490819692612, "optional_ms": 71.45143207162619, "queue_ms": 0.0, "required_to_ready_ms": 22927.14925017208, "submission_ack_ms": 4.074909724295139, "total_ms": 22999.148439615965}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:unknown_sti_with_broker:t3:base:repeat1", "case_id": "independent11:unknown_sti_with_broker:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 33608.43129362911, "conversation_case_id": "independent11:unknown_sti_with_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11062}, {"user_id": 11053}, {"user_id": 11044}, {"user_id": 11035}, {"user_id": 11026}, {"user_id": 11017}, {"user_id": 11008}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 33605.66376708448, "feature_first_useful_ms": 21435.943396762013, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 21438.272386789322, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2984184324741364, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 288.23158983141184, "first_useful_ms": 21399.055076763034, "optional_ms": 12047.632185742259, "queue_ms": 0.0, "required_to_ready_ms": 21399.055076763034, "submission_ack_ms": 1.6971994191408157, "total_ms": 33448.3045283705}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "6 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:unknown_sti_with_broker:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 6, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1a70024c-498b-458a-b184-65dda4e36890", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT client record...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 43, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 37, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 69, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "client type", "multi": false, "options": [], "phrase": "client type", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 58, "system": "CT", "text": "client type"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 113, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 107, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 176, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 169, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 6, "keys": ["11062", "11053", "11044", "11035", "11026", "11008"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 6, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1a70024c-498b-458a-b184-65dda4e36890", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "e18d04f6-7e83-45a8-b9ce-ecf3565dcff7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11062, "Fictional Company 62", "unknown"], [11053, "Fictional Company 53", "unknown"], [11044, "Fictional Company 44", "unknown"], [11035, "Fictional Company 35", "unknown"], [11026, "Fictional Company 26", "unknown"], [11008, "Fictional Company 8", "unknown"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 13857.43023455143, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 1.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 6, "output_rows": 6, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "medium", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 6, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id FROM ct.client_360 AS c WHERE COALESCE(c.client_type, '') = '' AND EXISTS(SELECT 1 FROM ct.accounts AS a WHERE a.user_id = c.user_id) GROUP BY 1 ORDER BY 1 DESC NULLS LAST LIMIT 10001", "trace_id": "7696f6002ade1cce3b3f4915a54f82c3", "was_truncated": false}, {"confidence_level": "medium", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 7, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE (c.type IS NULL OR TRIM(c.type) = '') AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id) ORDER BY a.id DESC NULLS LAST LIMIT 10001", "trace_id": "7696f600cc3215bf2afe4ea4b319ff2c", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "47063cb8-165d-4820-a9be-96a46f5f6088", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "6 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d89ad754b4f1950f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "63a757b2809576ff", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "105946e73e5390f2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "105946e73e5390f2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT client records whose client type is unknown and who have at least one broker account from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "1a70024c-498b-458a-b184-65dda4e36890", "row_count": 6, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360 and accounts.", "Gold / Pipedrive: Keeps only rows matching filters on client_type and user_id.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts, clients, and broker_accounts.", "CT Ledger: Keeps only rows matching filters on type, user_id, and id."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 and accounts grouped by user_id. CT Ledger: Reads rows from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60027043c05f0294e53822cd589", "trace_snapshot": {"child_trace_ids": ["7696f600759428dd5453418581ea628d", "7696f600cc3215bf2afe4ea4b319ff2c", "7696f6002ade1cce3b3f4915a54f82c3"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60027043c05f0294e53822cd589", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "e7469bbe-8ce3-4b79-a21d-a4a8fd782542", "optional_status": "done", "timing": {"base_persistence_ms": 288.23158983141184, "first_useful_ms": 21399.055076763034, "optional_ms": 12047.632185742259, "queue_ms": 0.0, "required_to_ready_ms": 21399.055076763034, "submission_ack_ms": 1.6971994191408157, "total_ms": 33448.3045283705}}, "row_count": 6, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 27.12, "parse_ms": 0.0, "required_checks_ms": 11.98, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 13857.43, "validate_ms": 0.0}, "trace_id": "7696f60027043c05f0294e53822cd589", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_only_system_activity:t3:base:repeat1", "case_id": "independent11:quote_only_system_activity:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23227.030146867037, "conversation_case_id": "independent11:quote_only_system_activity:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23223.085382953286, "feature_first_useful_ms": 19051.376507617533, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 19053.76312881708, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.35925056040287, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.208251342177391, "first_useful_ms": 18945.649940520525, "optional_ms": 4216.384164057672, "queue_ms": 0.0, "required_to_ready_ms": 18945.649940520525, "submission_ack_ms": 1.475299708545208, "total_ms": 23162.83482313156}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:quote_only_system_activity:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e23e177d-396e-42bb-a4fc-d1ebedca52a4", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT accounts of a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 91, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quotes", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 85, "system": "CT", "text": "quotes"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 174, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 167, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11064", "11062", "11061", "11060", "11059", "11056", "11055", "11053", "11052", "11050", "11049", "11048", "11047", "11044", "11043", "11042", "11041", "11040", "11039", "11037", "11035", "11033", "11032", "11031", "11030", "11028", "11026", "11025", "11024", "11022", "11021", "11020", "11016", "11015", "11014", "11013", "11012", "11011", "11010", "11008", "11007", "11006", "11005", "11004", "11003"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e23e177d-396e-42bb-a4fc-d1ebedca52a4", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "0 matching rows \u2014 a filter likely did not bind; verify filters. High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "52232cca-8994-4267-9d02-68944e0424b1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11064, "Fictional Company 64", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11061, "Fictional Company 61", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11052, "Fictional Company 52", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11043, "Fictional Company 43", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11033, "Fictional Company 33", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11025, "Fictional Company 25", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11007, "Fictional Company 7", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 7296.586862765253, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 0, "output_rows": 45, "preserve_label": "gold", "unmatched": 45}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 GROUP BY user_id ORDER BY user_id DESC NULLS LAST LIMIT 10001", "trace_id": "7696f6006b2bee040b4a48bba551c6e8", "was_truncated": false}, {"confidence_level": "medium", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 0, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.quotes AS q WHERE q.user_id = a.id AND q.type <> 'by_client') AND NOT EXISTS(SELECT 1 FROM public.quotes AS q2 WHERE q2.user_id = a.id AND q2.type = 'by_client') ORDER BY 1 DESC NULLS LAST LIMIT 10001", "trace_id": "7696f6003dddde37cb034b1081ff958f", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "a6d93d40-195e-47b0-9879-cd7104aa2753", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d58579be06df1ba0", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9d850761e53ade2e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "75d470ef1ad1f6d3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "75d470ef1ad1f6d3", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role that have system-generated quotes and no user-requested quote from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "e23e177d-396e-42bb-a4fc-d1ebedca52a4", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts and quotes.", "CT Ledger: Keeps only rows matching filters on user_id, id, and type."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts and quotes.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6008641f5ab040d4041b14ce33f", "trace_snapshot": {"child_trace_ids": ["7696f600532421091f784d6f85fc3255", "7696f6003dddde37cb034b1081ff958f", "7696f6006b2bee040b4a48bba551c6e8"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6008641f5ab040d4041b14ce33f", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "01a1727a-2831-4c2a-bcb5-4c1aa8b658cf", "optional_status": "done", "timing": {"base_persistence_ms": 1.208251342177391, "first_useful_ms": 18945.649940520525, "optional_ms": 4216.384164057672, "queue_ms": 0.0, "required_to_ready_ms": 18945.649940520525, "submission_ack_ms": 1.475299708545208, "total_ms": 23162.83482313156}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 8.58, "parse_ms": 0.0, "required_checks_ms": 5.77, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 7296.59, "validate_ms": 0.0}, "trace_id": "7696f6008641f5ab040d4041b14ce33f", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:unknown_sti_with_broker:t4:base:repeat1", "case_id": "independent11:unknown_sti_with_broker:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 22239.065072499216, "conversation_case_id": "independent11:unknown_sti_with_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 7}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 22236.503396183252, "feature_first_useful_ms": 22222.472756169736, "first_useful_ms": 22224.750152789056, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2341758012771606, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7901910468935966, "optional_ms": 60.358365066349506, "queue_ms": 0.0, "required_to_ready_ms": 22118.91426332295, "submission_ack_ms": 1.4681611210107803, "total_ms": 22179.852219298482}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:unknown_sti_with_broker:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b2d7dce2-5000-4842-8ac8-503908017340", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 18, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 12, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 44, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "client type", "multi": false, "options": [], "phrase": "client type", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 33, "system": "CT", "text": "client type"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 88, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 82, "system": "CT", "text": "broker"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b2d7dce2-5000-4842-8ac8-503908017340", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "e18d04f6-7e83-45a8-b9ce-ecf3565dcff7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type IS NULL AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = a.id)"}, {"source": "gold", "sql": "SELECT user_id, COUNT(DISTINCT user_id) OVER () AS client_count FROM ct.client_360 WHERE (client_type IS NULL OR client_type = 'unknown') AND COALESCE(broker_accounts_count, 0) >= 1 GROUP BY user_id ORDER BY user_id DESC NULLS LAST"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "672396f1-ec65-4dd9-b27f-dc3a99e8a625", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "34445d022fc9500d", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3e9577ed52920472", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "e7f35549d52ca0ff", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e7f35549d52ca0ff", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT client records whose client type is unknown and who have at least one broker account membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "b2d7dce2-5000-4842-8ac8-503908017340", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-b2d7dce2-5000-4842-8ac8-503908017340", "trace_snapshot": {"job": {"job_id": "91f94ede-313f-4dc8-9693-b5a2ac6fcca1", "optional_status": "done", "timing": {"base_persistence_ms": 1.7901910468935966, "optional_ms": 60.358365066349506, "queue_ms": 0.0, "required_to_ready_ms": 22118.91426332295, "submission_ack_ms": 1.4681611210107803, "total_ms": 22179.852219298482}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_only_system_activity:t4:base:repeat1", "case_id": "independent11:quote_only_system_activity:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 44774.43441841751, "conversation_case_id": "independent11:quote_only_system_activity:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 44771.455897949636, "feature_first_useful_ms": 44761.232857592404, "first_useful_ms": 44763.95046990365, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6798611506819725, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.1562821716070175, "optional_ms": 79.71329148858786, "queue_ms": 0.0, "required_to_ready_ms": 44619.93910931051, "submission_ack_ms": 1.5678731724619865, "total_ms": 44700.27737133205}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:quote_only_system_activity:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f93a42cc-1e5f-4fd0-b473-cbeaeaff42bb", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 66, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quotes", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 60, "system": "CT", "text": "quotes"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 166, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 160, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f93a42cc-1e5f-4fd0-b473-cbeaeaff42bb", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "52232cca-8994-4267-9d02-68944e0424b1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a WHERE a.deleted_at IS NULL AND EXISTS (SELECT 1 FROM public.quotes q WHERE q.user_id = a.id AND q.type <> 'by_client') AND NOT EXISTS (SELECT 1 FROM public.quotes q2 WHERE q2.user_id = a.id AND q2.type = 'by_client')"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT q.user_id) AS client_count FROM public.quotes q JOIN public.accounts a ON a.id = q.user_id WHERE q.type <> 'by_client' AND q.user_id NOT IN (SELECT user_id FROM public.quotes WHERE type = 'by_client' AND user_id IS NOT NULL)"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "4ea245ba-a59d-4664-980e-6e020b337b35", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "bef1a474d6e0ed85", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5db6654b4cf7cefd", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "951847f183acd1d8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "951847f183acd1d8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role that have system-generated quotes and no user-requested quote membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "f93a42cc-1e5f-4fd0-b473-cbeaeaff42bb", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-f93a42cc-1e5f-4fd0-b473-cbeaeaff42bb", "trace_snapshot": {"job": {"job_id": "6f560ac1-f8d2-4dab-8cc3-ab9d9e0829c6", "optional_status": "done", "timing": {"base_persistence_ms": 4.1562821716070175, "optional_ms": 79.71329148858786, "queue_ms": 0.0, "required_to_ready_ms": 44619.93910931051, "submission_ack_ms": 1.5678731724619865, "total_ms": 44700.27737133205}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_conversion_valid_link:t1:base:repeat1", "case_id": "independent11:quote_conversion_valid_link:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 34036.07188630849, "conversation_case_id": "independent11:quote_conversion_valid_link:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11003}, {"user_id": 11004}, {"user_id": 11005}, {"user_id": 11006}, {"user_id": 11007}, {"user_id": 11008}, {"user_id": 11009}, {"user_id": 11010}, {"user_id": 11011}, {"user_id": 11012}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11018}, {"user_id": 11019}, {"user_id": 11020}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11023}, {"user_id": 11024}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11027}, {"user_id": 11028}, {"user_id": 11029}, {"user_id": 11030}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11034}, {"user_id": 11035}, {"user_id": 11036}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11039}, {"user_id": 11040}, {"user_id": 11041}, {"user_id": 11042}, {"user_id": 11043}, {"user_id": 11044}, {"user_id": 11045}, {"user_id": 11046}, {"user_id": 11047}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11051}, {"user_id": 11052}, {"user_id": 11053}, {"user_id": 11054}, {"user_id": 11055}, {"user_id": 11056}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11059}, {"user_id": 11060}, {"user_id": 11061}, {"user_id": 11062}, {"user_id": 11063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 34030.04777058959, "feature_first_useful_ms": 20597.754523158073, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 20602.618579752743, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.833955317735672, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.119180142879486, "first_useful_ms": 20299.89565629512, "optional_ms": 13570.279887877405, "queue_ms": 0.0, "required_to_ready_ms": 20299.89565629512, "submission_ack_ms": 1.5065008774399757, "total_ms": 33871.215691789985}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "652ce2fd-b603-4965-a372-403e2e3ebb6a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role whose ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 59, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 54, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.quotes.id", "columns": ["ct.quotes.id"], "end": 127, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote id.", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote id", "multi": false, "options": [], "phrase": "quotes id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 119, "system": "CT", "text": "quote ID"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 153, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 146, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 192, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 183, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11003", "11004", "11005", "11006", "11007", "11008", "11010", "11011", "11012", "11013", "11014", "11015", "11016", "11020", "11021", "11022", "11024", "11025", "11026", "11028", "11030", "11031", "11032", "11033", "11035", "11037", "11039", "11040", "11041", "11042", "11043", "11044", "11047", "11048", "11049", "11050", "11052", "11053", "11055", "11056", "11059", "11060", "11061", "11062", "11064"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "652ce2fd-b603-4965-a372-403e2e3ebb6a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "93a1fcd8-9b74-48cc-91a8-d7d792193933", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, "Fictional Company 3", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11010, "Fictional Company 10", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11028, "Fictional Company 28", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11047, "Fictional Company 47", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11064, "Fictional Company 64", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 9613.84472437203, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.9111111111111111, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 41, "output_rows": 45, "preserve_label": "gold", "unmatched": 4}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id FROM ct.client_360 AS c GROUP BY 1 ORDER BY 1 LIMIT 10001", "trace_id": "7696f600f9010d30961d42138379c340", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 60, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT q.user_id FROM public.quotes AS q JOIN public.trade_bookings AS tb ON tb.quote_id = q.id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT q.user_id IS NULL ORDER BY 1 LIMIT 10001", "trace_id": "7696f60060536b6f036945d6bf54b4a3", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "cb3d6372-90c2-4a77-99a5-0745b483c2f6", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "625a73771b85cff2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0cc8200480de2548", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "1e06fcc2898a8e28", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1e06fcc2898a8e28", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role whose own quote converted to a non-deleted, non-closed booking through the quote ID link. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "652ce2fd-b603-4965-a372-403e2e3ebb6a", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from quotes and trade_bookings.", "CT Ledger: Keeps only rows matching filters on deleted_at, status, and user_id."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from quotes and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600443e38f21a444633919dbe8a", "trace_snapshot": {"child_trace_ids": ["7696f6004f7d08ace5ae4704b636a2eb", "7696f60060536b6f036945d6bf54b4a3", "7696f600f9010d30961d42138379c340"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600443e38f21a444633919dbe8a", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f671c280-cf82-433e-ada2-83a4bf917daf", "optional_status": "done", "timing": {"base_persistence_ms": 4.119180142879486, "first_useful_ms": 20299.89565629512, "optional_ms": 13570.279887877405, "queue_ms": 0.0, "required_to_ready_ms": 20299.89565629512, "submission_ack_ms": 1.5065008774399757, "total_ms": 33871.215691789985}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 6.65, "parse_ms": 0.0, "required_checks_ms": 4.67, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 9613.84, "validate_ms": 0.0}, "trace_id": "7696f600443e38f21a444633919dbe8a", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_days_before_activation:t1:base:repeat1", "case_id": "independent11:quote_days_before_activation:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10682.937330566347, "conversation_case_id": "independent11:quote_days_before_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10677.698039449751, "feature_first_useful_ms": 10657.850319519639, "first_useful_ms": 10662.8134297207, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.931189119815826, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.090005695819855, "optional_ms": 73.02480097860098, "queue_ms": 0.0, "required_to_ready_ms": 10534.62708927691, "submission_ack_ms": 1.9685560837388039, "total_ms": 10609.28264632821}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3e2f584f-1b5d-4d24-aff2-d92b814b3fab", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 70, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 65, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 107, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 101, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 151, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 144, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 190, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 181, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3e2f584f-1b5d-4d24-aff2-d92b814b3fab", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "b638a8b5-9f53-449a-99e4-883e8f71b5c5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "09d9c8da-adb8-4c89-b1bd-4c35f10a2d3c", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request requires ct.client_360 and pipedrive.* tables plus a broker verification timestamp field, none of which are present in the provided schema, so no valid query can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"Schema contains no ", "prompt_sha256": "8ccb18ffa521dbd4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "75c8471d21217f07", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "75c8471d21217f07", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role whose user-requested quote predates their earliest known broker verification timestamp. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "3e2f584f-1b5d-4d24-aff2-d92b814b3fab", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-3e2f584f-1b5d-4d24-aff2-d92b814b3fab", "trace_snapshot": {"job": {"job_id": "5582f926-7e75-46a7-b825-048c2df37949", "optional_status": "done", "timing": {"base_persistence_ms": 5.090005695819855, "optional_ms": 73.02480097860098, "queue_ms": 0.0, "required_to_ready_ms": 10534.62708927691, "submission_ack_ms": 1.9685560837388039, "total_ms": 10609.28264632821}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_days_before_activation:t2:base:repeat1", "case_id": "independent11:quote_days_before_activation:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12880.710859782994, "conversation_case_id": "independent11:quote_days_before_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12876.81638635695, "feature_first_useful_ms": 12572.123332880437, "first_useful_ms": 12575.785198248923, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.6296742036938667, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.0566537752747536, "optional_ms": 80.32624237239361, "queue_ms": 0.0, "required_to_ready_ms": 12461.833164095879, "submission_ack_ms": 1.4689713716506958, "total_ms": 12543.83485391736}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:quote_days_before_activation:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a4b1b562-2f9c-4245-a1e5-6dba34c4d507", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 66, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 61, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 103, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 97, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 193, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 187, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a4b1b562-2f9c-4245-a1e5-6dba34c4d507", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "b638a8b5-9f53-449a-99e4-883e8f71b5c5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "defc8cb5-20e6-4a1a-bc0e-48c5bb338381", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The federation gold leg mandates drawing fields only from ct.client_360 (and pipedrive.*), but ct.client_360 does not exist in the provided schema, so no compliant query can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_360 is not in ", "prompt_sha256": "e6bed8c4409d8fac", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2912ae3050645c85", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2912ae3050645c85", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role whose user-requested quote predates their earliest known broker verification timestamp in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "a4b1b562-2f9c-4245-a1e5-6dba34c4d507", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-a4b1b562-2f9c-4245-a1e5-6dba34c4d507", "trace_snapshot": {"job": {"job_id": "e574da8a-9f67-4b95-ab46-e3fbc7264fc4", "optional_status": "done", "timing": {"base_persistence_ms": 3.0566537752747536, "optional_ms": 80.32624237239361, "queue_ms": 0.0, "required_to_ready_ms": 12461.833164095879, "submission_ack_ms": 1.4689713716506958, "total_ms": 12543.83485391736}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_conversion_valid_link:t2:base:repeat1", "case_id": "independent11:quote_conversion_valid_link:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 48735.3903548792, "conversation_case_id": "independent11:quote_conversion_valid_link:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 48731.85955174267, "feature_first_useful_ms": 23321.882634423673, "field_contract_review": {"mapping": {}, "uncertainties": ["unmapped_or_ambiguous_field:client_count", "unexpected_extra_fields"]}, "first_useful_ms": 23324.094970710576, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1848753094673157, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.6053786277770996, "first_useful_ms": 23232.446539215744, "optional_ms": 25185.70362497121, "queue_ms": 0.0, "required_to_ready_ms": 23232.446539215744, "submission_ack_ms": 2.272447571158409, "total_ms": 48419.315923936665}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:quote_conversion_valid_link:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d50f1105-abca-4da0-b0be-0be11968c7aa", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "For exactly the CT accounts of any role whose own ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 55, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 50, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.quotes.id", "columns": ["ct.quotes.id"], "end": 123, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote id.", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote id", "multi": false, "options": [], "phrase": "quotes id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 115, "system": "CT", "text": "quote ID"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 195, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 189, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11003", "11004", "11005", "11006", "11007", "11008", "11010", "11011", "11012", "11013", "11014", "11015", "11016", "11020", "11021", "11022", "11024", "11025", "11026", "11028", "11030", "11031", "11032", "11033", "11035", "11037", "11039", "11040", "11041", "11042", "11043", "11044", "11047", "11048", "11049", "11050", "11052", "11053", "11055", "11056", "11059", "11060", "11061", "11062", "11064"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d50f1105-abca-4da0-b0be-0be11968c7aa", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "93a1fcd8-9b74-48cc-91a8-d7d792193933", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, "Fictional Company 3", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11010, "Fictional Company 10", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11028, "Fictional Company 28", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11047, "Fictional Company 47", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11064, "Fictional Company 64", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 11067.70945712924, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.9111111111111111, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 41, "output_rows": 45, "preserve_label": "gold", "unmatched": 4}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 GROUP BY 1 ORDER BY 1 LIMIT 10001", "trace_id": "7696f600ee0c47c0b4ef418089d9846f", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 60, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.quotes AS q JOIN public.trade_bookings AS tb ON tb.quote_id = q.id WHERE q.user_id = a.id AND q.type = 'by_client' AND EXISTS(SELECT 1 FROM public.trade_bookings AS __qb WHERE __qb.quote_id = q.id AND __qb.status <> 'closed' AND __qb.deleted_at IS NULL) AND tb.deleted_at IS NULL AND tb.status <> 'closed') ORDER BY 1 LIMIT 10001", "trace_id": "7696f600078225aeb921435b93bc8ec0", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "9343253c-0f99-457d-8988-a9ef245341b4", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4de244fcf9e78931", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c91b72157d32192f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "c2fff840dc256efc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c2fff840dc256efc", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role whose own quote converted to a non-deleted, non-closed booking through the quote ID link in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "d50f1105-abca-4da0-b0be-0be11968c7aa", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts, quotes, and trade_bookings.", "CT Ledger: Keeps only rows matching filters on quote_id, id, status, deleted_at, user_id, and type."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts, quotes, and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6008f86fd697f284f3b81be3710", "trace_snapshot": {"child_trace_ids": ["7696f600aee355abb902472e8a22d25b", "7696f600078225aeb921435b93bc8ec0", "7696f600ee0c47c0b4ef418089d9846f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6008f86fd697f284f3b81be3710", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "e6a2bf8c-fac0-402c-9a31-48109d0c8e0c", "optional_status": "done", "timing": {"base_persistence_ms": 2.6053786277770996, "first_useful_ms": 23232.446539215744, "optional_ms": 25185.70362497121, "queue_ms": 0.0, "required_to_ready_ms": 23232.446539215744, "submission_ack_ms": 2.272447571158409, "total_ms": 48419.315923936665}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 10.73, "parse_ms": 0.0, "required_checks_ms": 8.03, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 11067.71, "validate_ms": 0.0}, "trace_id": "7696f6008f86fd697f284f3b81be3710", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": ["client", "client_type", "user_id"], "status": "non_measures_excluded"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_days_before_activation:t3:base:repeat1", "case_id": "independent11:quote_days_before_activation:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 30420.033293776214, "conversation_case_id": "independent11:quote_days_before_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 30416.93380754441, "feature_first_useful_ms": 30405.002027750015, "first_useful_ms": 30407.88942668587, "fixture": "base", "guard": "ProviderRetryExhaustedError", "http_status": 202, "independent_oracle_ms": 2.851107157766819, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.929466612637043, "queue_ms": 0.0, "submission_ack_ms": 1.2738043442368507, "total_ms": 30363.082262687385}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:quote_days_before_activation:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic checks may be unverified.", "execution_id": "8497dc3e-ec9f-4280-b5c8-54bc9013f3b6", "outcome": "refusal", "queried_at": null, "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": null, "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": null, "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 84, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 79, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 121, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 115, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 199, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 192, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": null, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "b638a8b5-9f53-449a-99e4-883e8f71b5c5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "provider", "error_code": "BI_PROVIDER_UNAVAILABLE", "error_message": "Provider: The generation provider is unavailable after the bounded retry. Retry the same question when the generation provider is available.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Retry the same question when the generation provider is available."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "ProviderRetryExhaustedError", "id": "8497dc3e-ec9f-4280-b5c8-54bc9013f3b6", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": null, "llm_trace": {}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role whose user-requested quote predates their earliest known broker verification timestamp from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "refusal", "pivot": null, "query_id": null, "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "The generation provider is unavailable after the bounded retry.", "class": "provider", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "ProviderRetryExhaustedError", "guard": "ProviderRetryExhaustedError", "kind": "refusal", "proven_guard": false, "raw_error_message": "The generation provider is unavailable after the bounded retry.", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_PROVIDER_UNAVAILABLE", "suggested_rephrase": "Retry the same question when the generation provider is available."}, "time_window": null, "trace_id": null, "trace_snapshot": {"job": {"job_id": "bd401fe0-74f6-41c5-acbe-160bec4588ca", "timing": {"base_persistence_ms": 1.929466612637043, "queue_ms": 0.0, "submission_ack_ms": 1.2738043442368507, "total_ms": 30363.082262687385}}, "terminal_error": {"error_code": "BI_PROVIDER_UNAVAILABLE", "guard": "ProviderRetryExhaustedError"}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "provider", "terminal_projection_review": {"cause": "The generation provider is unavailable after the bounded retry.", "class": "provider", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_PROVIDER_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_conversion_valid_link:t3:base:repeat1", "case_id": "independent11:quote_conversion_valid_link:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11239.09477610141, "conversation_case_id": "independent11:quote_conversion_valid_link:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11059}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11056}, {"user_id": 11055}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11052}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11047}, {"user_id": 11046}, {"user_id": 11045}, {"user_id": 11044}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11040}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11036}, {"user_id": 11035}, {"user_id": 11034}, {"user_id": 11033}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11028}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11024}, {"user_id": 11023}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11020}, {"user_id": 11019}, {"user_id": 11018}, {"user_id": 11017}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11012}, {"user_id": 11011}, {"user_id": 11010}, {"user_id": 11009}, {"user_id": 11008}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11235.425130464137, "feature_first_useful_ms": 11221.87662590295, "first_useful_ms": 11225.268222391605, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3201128244400024, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.297694630920887, "optional_ms": 78.37904710322618, "queue_ms": 0.0, "required_to_ready_ms": 11071.588669903576, "submission_ack_ms": 1.4618514105677605, "total_ms": 11154.949570074677}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:quote_conversion_valid_link:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0c352927-da31-4aa5-90c8-7705eb863a48", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 73, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 68, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.quotes.id", "columns": ["ct.quotes.id"], "end": 141, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote id.", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote id", "multi": false, "options": [], "phrase": "quotes id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 133, "system": "CT", "text": "quote ID"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 201, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 194, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0c352927-da31-4aa5-90c8-7705eb863a48", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "93a1fcd8-9b74-48cc-91a8-d7d792193933", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT DISTINCT q.user_id FROM public.quotes AS q JOIN public.trade_bookings AS tb ON tb.quote_id = q.id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' ORDER BY 1 DESC NULLS LAST LIMIT 10000"}, {"source": "gold", "sql": "SELECT 1 LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "ddfe0401-8812-478f-b5f1-7622c9320a58", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "230a3563a7fca5ee", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5bcef0a368d806c5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5bcef0a368d806c5", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role whose own quote converted to a non-deleted, non-closed booking through the quote ID link from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "0c352927-da31-4aa5-90c8-7705eb863a48", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-0c352927-da31-4aa5-90c8-7705eb863a48", "trace_snapshot": {"job": {"job_id": "2623669f-3353-48f9-80aa-b56b96d2700f", "optional_status": "done", "timing": {"base_persistence_ms": 1.297694630920887, "optional_ms": 78.37904710322618, "queue_ms": 0.0, "required_to_ready_ms": 11071.588669903576, "submission_ack_ms": 1.4618514105677605, "total_ms": 11154.949570074677}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_days_before_activation:t4:base:repeat1", "case_id": "independent11:quote_days_before_activation:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11982.662708498538, "conversation_case_id": "independent11:quote_days_before_activation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11977.24653314799, "feature_first_useful_ms": 11957.166153937578, "first_useful_ms": 11962.297140620649, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.103725008666515, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1100592091679573, "optional_ms": 77.37570442259312, "queue_ms": 0.0, "required_to_ready_ms": 11759.345507249236, "submission_ack_ms": 2.0417096093297005, "total_ms": 11837.43697591126}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:quote_days_before_activation:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "91d6e302-0623-4b0c-b878-dcb1ee9bee52", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 59, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 54, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 96, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 90, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 191, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 185, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "91d6e302-0623-4b0c-b878-dcb1ee9bee52", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "b638a8b5-9f53-449a-99e4-883e8f71b5c5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "9975826f-47a5-4fe3-bcaa-c911af57f610", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "67390affae01812e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The requested 'federation gold leg' requires ct.client_360 and pipedrive.* tables, which are not present in the provided schema, and the question depends on an unspecified 'third result' \u2014 I cannot generate a reliable SELECT.\",\n  \"confidence\": \"uncertain\",\n  ", "prompt_sha256": "acea4f1d5a1214b8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "acea4f1d5a1214b8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role whose user-requested quote predates their earliest known broker verification timestamp membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "91d6e302-0623-4b0c-b878-dcb1ee9bee52", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-91d6e302-0623-4b0c-b878-dcb1ee9bee52", "trace_snapshot": {"job": {"job_id": "53073f51-3bb6-429c-a83f-e8bff7a225e1", "optional_status": "done", "timing": {"base_persistence_ms": 1.1100592091679573, "optional_ms": 77.37570442259312, "queue_ms": 0.0, "required_to_ready_ms": 11759.345507249236, "submission_ack_ms": 2.0417096093297005, "total_ms": 11837.43697591126}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:quote_conversion_valid_link:t4:base:repeat1", "case_id": "independent11:quote_conversion_valid_link:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 27630.090173333883, "conversation_case_id": "independent11:quote_conversion_valid_link:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 27627.104279585183, "feature_first_useful_ms": 27615.158369764686, "first_useful_ms": 27617.803080007434, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6154788210988045, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.7022059336304665, "optional_ms": 71.80670462548733, "queue_ms": 0.0, "required_to_ready_ms": 27466.21143911034, "submission_ack_ms": 1.566123217344284, "total_ms": 27539.63200841099}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:quote_conversion_valid_link:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "94c39a82-6c8d-4dcf-841f-aa1302bb36df", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.quotes.__table__", "columns": ["ct.quotes.__table__"], "end": 48, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote-level rows with DIRECT user_id (= accounts.id). No account_id column. type is by_client/admin_ping/rate_alert/rsi_alert \u2014 a quote a user MADE = type 'by_client' only (rate-alert/RSI/admin pings are system rows, ~40% of the table). status booked/pending; a booked quote converted to a trade (trade_bookings.quote_id = quotes.id).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote", "multi": false, "options": [], "phrase": "quotes", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 43, "system": "CT", "text": "quote"}, {"clarify_case": null, "column": "ct.quotes.id", "columns": ["ct.quotes.id"], "end": 116, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quote id.", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "quote id", "multi": false, "options": [], "phrase": "quotes id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 108, "system": "CT", "text": "quote ID"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 193, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 187, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "94c39a82-6c8d-4dcf-841f-aa1302bb36df", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "93a1fcd8-9b74-48cc-91a8-d7d792193933", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT q.user_id) AS client_count FROM public.quotes AS q JOIN public.trade_bookings AS tb ON tb.quote_id = q.id WHERE (q.type = 'by_client' AND NOT q.user_id IS NULL AND tb.deleted_at IS NULL AND tb.status <> 'closed') AND NOT q.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}, {"source": "gold", "sql": "SELECT user_id, COUNT(DISTINCT CASE WHEN b.deleted_at IS NULL AND b.status <> 'closed' THEN b.id END) AS client_count FROM (SELECT id AS user_id FROM public.accounts WHERE deleted_at IS NULL) AS a JOIN public.quotes AS q ON q.user_id = a.user_id AND q.type = 'by_client' JOIN public.trade_bookings AS b ON b.quote_id = q.id AND b.deleted_at IS NULL AND b.status <> 'closed' GROUP BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "1e5f509c-d683-4616-bb61-d18ce1becfc8", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "82dd2e1bb7175587", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0a65dca35a1821f8", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "e296ce137762e306", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "7a0b4cdc620aecad", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "7a0b4cdc620aecad", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role whose own quote converted to a non-deleted, non-closed booking through the quote ID link membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "94c39a82-6c8d-4dcf-841f-aa1302bb36df", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-94c39a82-6c8d-4dcf-841f-aa1302bb36df", "trace_snapshot": {"job": {"job_id": "21b657d3-15f7-4b8b-813b-3de5da13a449", "optional_status": "done", "timing": {"base_persistence_ms": 5.7022059336304665, "optional_ms": 71.80670462548733, "queue_ms": 0.0, "required_to_ready_ms": 27466.21143911034, "submission_ack_ms": 1.566123217344284, "total_ms": 27539.63200841099}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:booked_without_settled_history:t1:base:repeat1", "case_id": "independent11:booked_without_settled_history:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 24626.29527412355, "conversation_case_id": "independent11:booked_without_settled_history:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11008}, {"user_id": 11024}, {"user_id": 11040}, {"user_id": 11056}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 24620.242006145418, "feature_first_useful_ms": 24606.596916913986, "first_useful_ms": 24612.38266620785, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.734046921133995, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.8337927758693695, "optional_ms": 67.10550375282764, "queue_ms": 0.0, "required_to_ready_ms": 24430.225151591003, "submission_ack_ms": 1.5808437019586563, "total_ms": 24497.91097547859}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3743b440-2fd8-45ba-a482-714556e15ea5", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 114, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 107, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 153, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 144, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3743b440-2fd8-45ba-a482-714556e15ea5", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "ca5de059-8478-4070-9566-420e0c849629", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND tb.deleted_at IS NULL) AND NOT EXISTS(SELECT 1 FROM public.trade_bookings AS tb2 WHERE tb2.user_id = a.id AND tb2.deleted_at IS NULL AND tb2.status = 'settled') ORDER BY 1 ASC LIMIT 10000"}, {"source": "gold", "sql": "SELECT tb.user_id, COUNT(*) FILTER(WHERE tb.deleted_at IS NULL) AS trade_count FROM public.trade_bookings AS tb WHERE tb.deleted_at IS NULL AND NOT tb.user_id IS NULL GROUP BY tb.user_id HAVING COUNT(*) FILTER(WHERE tb.deleted_at IS NULL) > 0 AND COUNT(*) FILTER(WHERE NOT tb.settlement_at IS NULL) = 0 ORDER BY tb.user_id ASC"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "33b265b3-d47e-45d0-b055-d7f33d84b98f", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "26edb6d7cedebe3b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "cc49be2d97805ac5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "e26e2c181830a724", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e26e2c181830a724", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with a non-deleted booking but no settled booking. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "3743b440-2fd8-45ba-a482-714556e15ea5", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-3743b440-2fd8-45ba-a482-714556e15ea5", "trace_snapshot": {"job": {"job_id": "81e1350e-5a5d-4042-b282-6bc4ae65abb5", "optional_status": "done", "timing": {"base_persistence_ms": 1.8337927758693695, "optional_ms": 67.10550375282764, "queue_ms": 0.0, "required_to_ready_ms": 24430.225151591003, "submission_ack_ms": 1.5808437019586563, "total_ms": 24497.91097547859}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:booked_without_settled_history:t2:base:repeat1", "case_id": "independent11:booked_without_settled_history:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11059.700240381062, "conversation_case_id": "independent11:booked_without_settled_history:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11056.352533400059, "feature_first_useful_ms": 11041.419412009418, "first_useful_ms": 11044.419505633414, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9572416096925735, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.193817429244518, "optional_ms": 74.36309289187193, "queue_ms": 0.0, "required_to_ready_ms": 10742.065311409533, "submission_ack_ms": 1.6932468861341476, "total_ms": 10817.912936210632}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:booked_without_settled_history:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9a9293fa-d81b-4707-8385-4d7e9be6db2b", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 156, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 150, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9a9293fa-d81b-4707-8385-4d7e9be6db2b", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "ca5de059-8478-4070-9566-420e0c849629", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "3684e543-2227-4194-8151-d6f5609dea07", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request requires the table ct.client_360 (per federation constraints) and a prior 'first checked result', neither of which is available in the provided schema, so no valid query can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_36", "prompt_sha256": "be12be3cc68588cb", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "462a554db2f41a7b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "462a554db2f41a7b", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with a non-deleted booking but no settled booking in the first checked result, return their distinct count as client_count. 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Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "16753de1-687e-4f27-b163-8036209fc641", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role with a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 165, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 158, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 204, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 195, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11040", "11053", "11006", "11060", "11021", "11048", "11031", "11032", "11039", "11055", "11014", "11035", "11064", "11007", "11026", "11024", "11056", "11016", "11008", "11022", "11028", "11005", "11030", "11043", "11033", "11011", "11037", "11013", "11061", "11004", "11050", "11020", "11049", "11015", "11010", "11052", "11025", "11003", "11044", "11047", "11059", "11012", "11042", "11041", "11062"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "16753de1-687e-4f27-b163-8036209fc641", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "af4474cd-8e4c-4295-909a-6213ef0c8b9b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11040, "Fictional Company 40", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11006, "Fictional Company 6", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11064, "Fictional Company 64", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11024, "Fictional Company 24", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11022, "Fictional Company 22", "cfx (corporate)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11047, "Fictional Company 47", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 217.6388930529356, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.9111111111111111, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 41, "output_rows": 45, "preserve_label": "gold", "unmatched": 4}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 GROUP BY user_id HAVING COUNT(*) > 0 LIMIT 10001", "trace_id": "7696f60092c713b04c034aa5a5966046", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 60, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT tb.user_id FROM public.trade_bookings AS tb WHERE NOT tb.invoice_at IS NULL AND NOT tb.status IN ('closed', 'settled') ORDER BY 1 LIMIT 10001", "trace_id": "7696f600b8fe145b2a05413c944217b9", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "7f5a004d-232f-4370-bd79-22e2a6c83521", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3fdb0ed102ddfccb", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6b69c943de7137c8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6b69c943de7137c8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "16753de1-687e-4f27-b163-8036209fc641", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from trade_bookings.", "CT Ledger: Keeps only rows matching filters on invoice_at and status."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600198d81a130f94363a649949e", "trace_snapshot": {"child_trace_ids": ["7696f60092c713b04c034aa5a5966046", "7696f600b8fe145b2a05413c944217b9"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600198d81a130f94363a649949e", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "e2311376-e368-4775-a427-70ba8d549074", "optional_status": "done", "timing": {"base_persistence_ms": 2.590150572359562, "first_useful_ms": 14441.413028165698, "optional_ms": 4122.440013103187, "queue_ms": 0.0, "required_to_ready_ms": 14441.413028165698, "submission_ack_ms": 1.563454046845436, "total_ms": 18565.51809795201}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 5.46, "parse_ms": 0.0, "required_checks_ms": 3.97, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 217.64, "validate_ms": 0.0}, "trace_id": "7696f600198d81a130f94363a649949e", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:booked_without_settled_history:t3:base:repeat1", "case_id": "independent11:booked_without_settled_history:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11671.15381732583, "conversation_case_id": "independent11:booked_without_settled_history:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11056}, {"user_id": 11040}, {"user_id": 11024}, {"user_id": 11008}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11667.734291404486, "feature_first_useful_ms": 11654.09602317959, "first_useful_ms": 11657.038003206253, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.910388633608818, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.104575306177139, "optional_ms": 78.19904666393995, "queue_ms": 0.0, "required_to_ready_ms": 11541.495023295283, "submission_ack_ms": 1.9647181034088135, "total_ms": 11621.204441413283}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:booked_without_settled_history:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6c6d2622-c8e8-4bd6-9e11-8a2f19633f8a", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 162, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 155, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6c6d2622-c8e8-4bd6-9e11-8a2f19633f8a", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "ca5de059-8478-4070-9566-420e0c849629", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "87be6e40-99e0-44bb-8145-87f3aa89e78e", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e65660d8fa76113c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The question depends on a prior result ('checked IDs from the first result') and on ct.client_360, whose column list is not provided, so I cannot confidently map 'non-deleted booking but no settled booking' to known columns.\",\n  \"confidence\": \"uncertain\",\n  \"", "prompt_sha256": "3659cf1f88b264ad", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3659cf1f88b264ad", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with a non-deleted booking but no settled booking from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "6c6d2622-c8e8-4bd6-9e11-8a2f19633f8a", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-6c6d2622-c8e8-4bd6-9e11-8a2f19633f8a", "trace_snapshot": {"job": {"job_id": "3b2b7087-b32b-4452-b6c2-224ff70ad18a", "optional_status": "done", "timing": {"base_persistence_ms": 5.104575306177139, "optional_ms": 78.19904666393995, "queue_ms": 0.0, "required_to_ready_ms": 11541.495023295283, "submission_ack_ms": 1.9647181034088135, "total_ms": 11621.204441413283}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:booked_without_settled_history:t4:base:repeat1", "case_id": "independent11:booked_without_settled_history:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8870.998249389231, "conversation_case_id": "independent11:booked_without_settled_history:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8868.065647780895, "feature_first_useful_ms": 8857.640628702939, "first_useful_ms": 8860.333882272243, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6449011638760567, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.6371961683034897, "optional_ms": 57.56642855703831, "queue_ms": 0.0, "required_to_ready_ms": 8694.492164067924, "submission_ack_ms": 1.3938695192337036, "total_ms": 8752.547329291701}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:booked_without_settled_history:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "8cbc0f43-1a7a-46ce-8fa9-6fe78cf7ddbe", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 154, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 148, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "8cbc0f43-1a7a-46ce-8fa9-6fe78cf7ddbe", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "ca5de059-8478-4070-9566-420e0c849629", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "ff3d3362-ee89-41fe-9f9e-cbde54e3ad82", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on an unspecified prior 'third result' and tables (ct.client_360, pipedrive.*) that are not present in the provided schema, so no valid single SELECT can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"References a prior inter", "prompt_sha256": "8f7ec054ddf282fa", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a6e02b161168cb81", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a6e02b161168cb81", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with a non-deleted booking but no settled booking membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "8cbc0f43-1a7a-46ce-8fa9-6fe78cf7ddbe", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-8cbc0f43-1a7a-46ce-8fa9-6fe78cf7ddbe", "trace_snapshot": {"job": {"job_id": "4b5ef863-f0ba-44ef-9fb2-85bbbb0903f6", "optional_status": "done", "timing": {"base_persistence_ms": 1.6371961683034897, "optional_ms": 57.56642855703831, "queue_ms": 0.0, "required_to_ready_ms": 8694.492164067924, "submission_ack_ms": 1.3938695192337036, "total_ms": 8752.547329291701}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:prebillable_eligible_stats:t1:base:repeat1", "case_id": "independent11:prebillable_eligible_stats:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 18080.279334448278, "conversation_case_id": "independent11:prebillable_eligible_stats:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11003}, {"user_id": 11004}, {"user_id": 11005}, {"user_id": 11006}, {"user_id": 11007}, {"user_id": 11008}, {"user_id": 11010}, {"user_id": 11011}, {"user_id": 11012}, {"user_id": 11014}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11019}, {"user_id": 11020}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11023}, {"user_id": 11024}, {"user_id": 11025}, {"user_id": 11028}, {"user_id": 11029}, {"user_id": 11030}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11034}, {"user_id": 11035}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11040}, {"user_id": 11041}, {"user_id": 11042}, {"user_id": 11043}, {"user_id": 11044}, {"user_id": 11046}, {"user_id": 11047}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11051}, {"user_id": 11053}, {"user_id": 11055}, {"user_id": 11056}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11059}, {"user_id": 11060}, {"user_id": 11061}, {"user_id": 11062}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 18075.5500420928, "feature_first_useful_ms": 18062.520993873477, "first_useful_ms": 18066.96478649974, "fixture": "base", "guard": "CTMeasureBasisError", "http_status": 202, "independent_oracle_ms": 4.391370341181755, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.803069099783897, "optional_ms": 92.60064270347357, "queue_ms": 0.0, "required_to_ready_ms": 17769.70613282174, "submission_ack_ms": 2.878938801586628, "total_ms": 17864.17262814939}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "302c0a18-0dcc-4835-86b1-33ef40f4d5a3", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 134, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 127, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 173, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 164, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "302c0a18-0dcc-4835-86b1-33ef40f4d5a3", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "8dae787c-edf4-4281-b91c-4ed84c383f04", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali...", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CTMeasureBasisError", "id": "e20f9557-bc04-4d58-be00-7d66ba44c7d9", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2e1a72d095495478", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "88343654f0e3b303", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "dbc5c73e9e1f252c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "dbc5c73e9e1f252c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "refusal", "pivot": null, "query_id": "302c0a18-0dcc-4835-86b1-33ef40f4d5a3", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CTMeasureBasisError", "guard": "CTMeasureBasisError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}, "time_window": null, "trace_id": "federated-302c0a18-0dcc-4835-86b1-33ef40f4d5a3", "trace_snapshot": {"job": {"job_id": "fd27d187-8450-4c06-be22-309c1f9eadb2", "optional_status": "done", "timing": {"base_persistence_ms": 5.803069099783897, "optional_ms": 92.60064270347357, "queue_ms": 0.0, "required_to_ready_ms": 17769.70613282174, "submission_ack_ms": 2.878938801586628, "total_ms": 17864.17262814939}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CTMeasureBasisError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:invoice_before_settlement:t2:base:repeat1", "case_id": "independent11:invoice_before_settlement:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 33658.86826906353, "conversation_case_id": "independent11:invoice_before_settlement:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 33655.87343648076, "feature_first_useful_ms": 33640.495520085096, "first_useful_ms": 33643.13627034426, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6087686419487, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 54.74899150431156, "optional_ms": 71.89418096095324, "queue_ms": 0.0, "required_to_ready_ms": 33343.78436021507, "submission_ack_ms": 1.8219314515590668, "total_ms": 33416.987986303866}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:invoice_before_settlement:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bf90e965-6636-47ae-bc79-579fc9ddecc5", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 207, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 201, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bf90e965-6636-47ae-bc79-579fc9ddecc5", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "af4474cd-8e4c-4295-909a-6213ef0c8b9b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT CAST(COUNT(DISTINCT a.id) AS BIGINT) AS client_count FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.invoice_at IS NULL AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND tb.status <> 'settled')"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT user_id) AS client_count FROM ct.client_360 WHERE invoice_at IS NOT NULL AND COALESCE(status, '') NOT IN ('closed', 'settled')"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "c64c0edf-fb69-469b-865c-4da744f127f5", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a2c81d571f25d0c2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e9ee2a81e41224e5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "e2f57f3dd1874b2a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e2f57f3dd1874b2a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "bf90e965-6636-47ae-bc79-579fc9ddecc5", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-bf90e965-6636-47ae-bc79-579fc9ddecc5", "trace_snapshot": {"job": {"job_id": "0da3d77e-d314-44cc-82f8-22f7b4f5dc00", "optional_status": "done", "timing": {"base_persistence_ms": 54.74899150431156, "optional_ms": 71.89418096095324, "queue_ms": 0.0, "required_to_ready_ms": 33343.78436021507, "submission_ack_ms": 1.8219314515590668, "total_ms": 33416.987986303866}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:invoice_before_settlement:t3:base:repeat1", "case_id": "independent11:invoice_before_settlement:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23024.809636175632, "conversation_case_id": "independent11:invoice_before_settlement:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11059}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11056}, {"user_id": 11055}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11052}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11047}, {"user_id": 11046}, {"user_id": 11045}, {"user_id": 11044}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11040}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11036}, {"user_id": 11035}, {"user_id": 11034}, {"user_id": 11033}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11028}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11024}, {"user_id": 11023}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11020}, {"user_id": 11019}, {"user_id": 11018}, {"user_id": 11017}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11012}, {"user_id": 11011}, {"user_id": 11010}, {"user_id": 11009}, {"user_id": 11008}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23020.977275446057, "feature_first_useful_ms": 20909.603915177286, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 20912.21559420228, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.571237273514271, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.2797174751758575, "first_useful_ms": 20798.03992062807, "optional_ms": 2019.4977195933461, "queue_ms": 0.0, "required_to_ready_ms": 20798.03992062807, "submission_ack_ms": 1.8045520409941673, "total_ms": 22818.820483982563}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:invoice_before_settlement:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3c95553b-1902-4b7a-b10c-a96c598696d4", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT accounts of a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 213, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 206, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11064", "11062", "11061", "11060", "11059", "11056", "11055", "11053", "11052", "11050", "11049", "11048", "11047", "11044", "11043", "11042", "11041", "11040", "11039", "11037", "11035", "11033", "11032", "11031", "11030", "11028", "11026", "11025", "11024", "11022", "11021", "11020", "11016", "11015", "11014", "11013", "11012", "11011", "11010", "11008", "11007", "11006", "11005", "11004", "11003"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3c95553b-1902-4b7a-b10c-a96c598696d4", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "af4474cd-8e4c-4295-909a-6213ef0c8b9b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11064, "Fictional Company 64", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11061, "Fictional Company 61", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11052, "Fictional Company 52", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11043, "Fictional Company 43", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11033, "Fictional Company 33", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11025, "Fictional Company 25", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11007, "Fictional Company 7", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 9531.430309638381, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.9111111111111111, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 41, "output_rows": 45, "preserve_label": "gold", "unmatched": 4}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id FROM ct.client_360 AS c GROUP BY 1 ORDER BY 1 DESC NULLS LAST LIMIT 10001", "trace_id": "7696f6001590b18e07414508a0201419", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 60, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE NOT tb.invoice_at IS NULL AND NOT tb.status IN ('closed', 'settled') ORDER BY 1 DESC NULLS LAST LIMIT 10001", "trace_id": "7696f600b25228e04a5246dba1ce0f89", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "4f0d5e1f-f401-47c8-a585-afa9c555317c", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "acd41595a83a3e01", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "adf26a7956a60137", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "6e2841c5152c4145", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6e2841c5152c4145", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "3c95553b-1902-4b7a-b10c-a96c598696d4", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts and trade_bookings.", "CT Ledger: Keeps only rows matching filters on invoice_at and status."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60094f15a2f48a0419da53e01e2", "trace_snapshot": {"child_trace_ids": ["7696f600d4b0766adc9641709aff933c", "7696f600b25228e04a5246dba1ce0f89", "7696f6001590b18e07414508a0201419"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60094f15a2f48a0419da53e01e2", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "c5f4fd29-f650-493a-81b0-bf869003c85a", "optional_status": "done", "timing": {"base_persistence_ms": 2.2797174751758575, "first_useful_ms": 20798.03992062807, "optional_ms": 2019.4977195933461, "queue_ms": 0.0, "required_to_ready_ms": 20798.03992062807, "submission_ack_ms": 1.8045520409941673, "total_ms": 22818.820483982563}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 7.37, "parse_ms": 0.0, "required_checks_ms": 6.61, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 9531.43, "validate_ms": 0.0}, "trace_id": "7696f60094f15a2f48a0419da53e01e2", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:prebillable_eligible_stats:t2:base:repeat1", "case_id": "independent11:prebillable_eligible_stats:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 36313.44120390713, "conversation_case_id": "independent11:prebillable_eligible_stats:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 49}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 36309.8653499037, "feature_first_useful_ms": 36282.682995311916, "first_useful_ms": 36285.95380857587, "fixture": "base", "guard": "CTMeasureBasisError", "http_status": 202, "independent_oracle_ms": 3.225271590054035, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.6102958470582962, "optional_ms": 102.45830565690994, "queue_ms": 0.0, "required_to_ready_ms": 36124.277607537806, "submission_ack_ms": 8.242623880505562, "total_ms": 36227.55665984005}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:prebillable_eligible_stats:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3a7b10f5-863b-444a-a7de-53759d94d33b", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 176, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 170, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3a7b10f5-863b-444a-a7de-53759d94d33b", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "8dae787c-edf4-4281-b91c-4ed84c383f04", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali...", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}], "error_type": "refused", "execution_time_ms": 11315.47392718494, "federation_metadata": null, "generated_sql": "SELECT COALESCE(COUNT(DISTINCT tb.user_id), 0) AS client_count FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id JOIN public.accounts AS a ON a.id = tb.user_id WHERE (tb.status <> 'closed' AND tb.deleted_at IS NULL AND NOT tb.traded_at IS NULL AND tb.invoice_at IS NULL AND NOT a.skip_commission_calculations IS TRUE AND NOT tb.sell_currency_to_gbp_rate IS NULL) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')", "generated_sql_pretty": "SELECT\n  COALESCE(COUNT(DISTINCT tb.user_id), 0) AS client_count\nFROM public.trade_bookings AS tb\nJOIN public.trade_details AS td\n  ON td.trade_booking_id = tb.id\nJOIN public.accounts AS a\n  ON a.id = tb.user_id\nWHERE\n  (\n    tb.status <> 'closed'\n    AND tb.deleted_at IS NULL\n    AND NOT tb.traded_at IS NULL\n    AND tb.invoice_at IS NULL\n    AND NOT a.skip_commission_calculations IS TRUE\n    AND NOT tb.sell_currency_to_gbp_rate IS NULL\n  )\n  AND NOT tb.user_id IN (\n    SELECT\n      id\n    FROM public.accounts\n    WHERE\n      id = 1 OR email ILIKE '%@currencytransfer.com'\n  )", "guard": "CTMeasureBasisError", "id": "e3d7f000-3294-46cd-8994-7c71cde9f075", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a8f9a25d1d3df7e3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c3cbf4225cdcf456", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "aa3d6f1f8737fe88", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "474bfa447c87e8df", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "474bfa447c87e8df", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "refusal", "pivot": null, "query_id": "3a7b10f5-863b-444a-a7de-53759d94d33b", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CTMeasureBasisError", "guard": "CTMeasureBasisError", "kind": "refusal", "proven_guard": true, "raw_error_message": "CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}, "time_window": null, "trace_id": "7696f600773300599c9541ac887534fe", "trace_snapshot": {"child_trace_ids": ["7696f600a4766bdce4914ce2a2e3418d", "7696f600167383b9c91b4e64806750e0", "7696f6008f90fb95730e4a70a9491313", "7696f600aeaeba51aa1d489abc3d4f80"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600773300599c9541ac887534fe", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "fed07c4a-6731-4c1e-82f0-f680e2310bb3", "optional_status": "done", "timing": {"base_persistence_ms": 1.6102958470582962, "optional_ms": 102.45830565690994, "queue_ms": 0.0, "required_to_ready_ms": 36124.277607537806, "submission_ack_ms": 8.242623880505562, "total_ms": 36227.55665984005}}, "row_count": 0, "status": "error", "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CTMeasureBasisError"}, "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 217.92, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 11315.47, "validate_ms": 0.0}, "trace_id": "7696f600773300599c9541ac887534fe", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:prebillable_eligible_stats:t3:base:repeat1", "case_id": "independent11:prebillable_eligible_stats:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13982.022000476718, "conversation_case_id": "independent11:prebillable_eligible_stats:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11062}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11059}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11056}, {"user_id": 11055}, {"user_id": 11053}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11047}, {"user_id": 11046}, {"user_id": 11044}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11040}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11035}, {"user_id": 11034}, {"user_id": 11033}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11028}, {"user_id": 11025}, {"user_id": 11024}, {"user_id": 11023}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11020}, {"user_id": 11019}, {"user_id": 11017}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11012}, {"user_id": 11011}, {"user_id": 11010}, {"user_id": 11008}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13978.516069240868, "feature_first_useful_ms": 13956.739710643888, "first_useful_ms": 13959.965601563454, "fixture": "base", "guard": "CTMeasureBasisError", "http_status": 202, "independent_oracle_ms": 3.195979632437229, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.0814314484596252, "optional_ms": 71.3310744613409, "queue_ms": 0.0, "required_to_ready_ms": 13738.620365969837, "submission_ack_ms": 1.7923414707183838, "total_ms": 13810.498340055346}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:prebillable_eligible_stats:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f3774538-4297-4394-9c60-618b1a228fd2", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 182, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 175, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f3774538-4297-4394-9c60-618b1a228fd2", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "8dae787c-edf4-4281-b91c-4ed84c383f04", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali...", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CTMeasureBasisError", "id": "5786c311-5450-4560-a34c-6e8455b196f7", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "bdb4a9b096b3e4c9", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request requires the curated ct.client_360 view and pipedrive tables, which are not present in the provided schema, so I cannot generate a valid query.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_360 and pipedrive.* are referenced by the inst", "prompt_sha256": "60082069d551ace2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "17c1c72dcfdbec44", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "17c1c72dcfdbec44", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "refusal", "pivot": null, "query_id": "f3774538-4297-4394-9c60-618b1a228fd2", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CTMeasureBasisError", "guard": "CTMeasureBasisError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali..."}, "time_window": null, "trace_id": "federated-f3774538-4297-4394-9c60-618b1a228fd2", "trace_snapshot": {"job": {"job_id": "d1625e61-8324-4025-befb-e242be9b0c95", "optional_status": "done", "timing": {"base_persistence_ms": 2.0814314484596252, "optional_ms": 71.3310744613409, "queue_ms": 0.0, "required_to_ready_ms": 13738.620365969837, "submission_ack_ms": 1.7923414707183838, "total_ms": 13810.498340055346}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CTMeasureBasisError"}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:prebillable_eligible_stats:t4:base:repeat1", "case_id": "independent11:prebillable_eligible_stats:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9709.884162060916, "conversation_case_id": "independent11:prebillable_eligible_stats:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 49}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9705.62518388033, "feature_first_useful_ms": 9674.917418509722, "first_useful_ms": 9678.907535038888, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.9276443421840668, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.355246640741825, "optional_ms": 74.28123708814383, "queue_ms": 0.0, "required_to_ready_ms": 9527.237004600465, "submission_ack_ms": 2.0759217441082, "total_ms": 9602.27707773447}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:prebillable_eligible_stats:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3b18dee0-3769-4264-adbb-9326e35ca610", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 174, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 168, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3b18dee0-3769-4264-adbb-9326e35ca610", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "8dae787c-edf4-4281-b91c-4ed84c383f04", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "03606085-5b8b-40b5-9203-02cc20de93f6", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request requires a curated table ct.client_360 and a prior 'third result' not present in the provided schema, so I cannot build a valid single query.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_360 is not in the provided schema; the gold-leg ", "prompt_sha256": "efc0c30ffaa2a323", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "28fa22d6efa0b15d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "28fa22d6efa0b15d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "3b18dee0-3769-4264-adbb-9326e35ca610", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-3b18dee0-3769-4264-adbb-9326e35ca610", "trace_snapshot": {"job": {"job_id": "01a82881-73bc-4595-83c2-e4942ea3bf12", "optional_status": "done", "timing": {"base_persistence_ms": 1.355246640741825, "optional_ms": 74.28123708814383, "queue_ms": 0.0, "required_to_ready_ms": 9527.237004600465, "submission_ack_ms": 2.0759217441082, "total_ms": 9602.27707773447}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:invoice_before_settlement:t4:base:repeat1", "case_id": "independent11:invoice_before_settlement:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 44448.81871063262, "conversation_case_id": "independent11:invoice_before_settlement:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 44446.6166542843, "feature_first_useful_ms": 44424.70052000135, "first_useful_ms": 44426.60461552441, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.8738443031907082, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.077721990644932, "optional_ms": 56.15321174263954, "queue_ms": 0.0, "required_to_ready_ms": 44261.09073869884, "submission_ack_ms": 1.487281173467636, "total_ms": 44317.67477653921}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:invoice_before_settlement:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "09cd4616-25f9-441f-b55a-3d8278c5f05a", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 205, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 199, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "09cd4616-25f9-441f-b55a-3d8278c5f05a", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "af4474cd-8e4c-4295-909a-6213ef0c8b9b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.invoice_at IS NULL AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND tb.status <> 'settled')"}, {"source": "gold", "sql": "SELECT a.id AS user_id, COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a WHERE a.platform = 'CT' AND EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.invoice_at IS NULL AND NOT tb.status IN ('closed', 'settled')) GROUP BY a.id ORDER BY 1 DESC NULLS LAST"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "813ec4bf-3490-40be-a96d-4ac8a93d310b", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "67267e9355f9fb5e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5788459e437774fc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "fbbe89fcf07013ee", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "a24b1fcd600c22f1", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a24b1fcd600c22f1", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "09cd4616-25f9-441f-b55a-3d8278c5f05a", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-09cd4616-25f9-441f-b55a-3d8278c5f05a", "trace_snapshot": {"job": {"job_id": "1f095a84-6cc4-4ee4-9052-a464ea6a6060", "optional_status": "done", "timing": {"base_persistence_ms": 2.077721990644932, "optional_ms": 56.15321174263954, "queue_ms": 0.0, "required_to_ready_ms": 44261.09073869884, "submission_ack_ms": 1.487281173467636, "total_ms": 44317.67477653921}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deleted_booking_live_account:t1:base:repeat1", "case_id": "independent11:deleted_booking_live_account:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21091.302377171814, "conversation_case_id": "independent11:deleted_booking_live_account:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11010}, {"user_id": 11020}, {"user_id": 11030}, {"user_id": 11040}, {"user_id": 11050}, {"user_id": 11060}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21086.537653580308, "feature_first_useful_ms": 21076.42124593258, "first_useful_ms": 21080.934600904584, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.457253031432629, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.4197584241628647, "optional_ms": 62.43986915796995, "queue_ms": 0.0, "required_to_ready_ms": 20863.196793943644, "submission_ack_ms": 2.013099379837513, "total_ms": 20926.090098917484}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f490b53a-121e-4a10-9564-7770359c7f6d", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 124, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 117, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 163, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 154, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f490b53a-121e-4a10-9564-7770359c7f6d", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "f372768b-8fba-4a70-adc9-777316253e22", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_SCHEMA_001", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE a.deleted_at IS NULL AND NOT tb.deleted_at IS NULL ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT user_id FROM ct.client_360 WHERE COALESCE(account_deleted, FALSE) = FALSE AND COALESCE(deleted_trades, 0) > 0 GROUP BY 1 ORDER BY 1 LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "04d5dd4d-7339-4bc3-b1e5-9b352e34cf69", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "010505a023207c94", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fafb276e8e9df131", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "184f6a9b18fa4a67", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "184f6a9b18fa4a67", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role whose account is not deleted but who have a deleted booking. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "f490b53a-121e-4a10-9564-7770359c7f6d", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SCHEMA_001", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-f490b53a-121e-4a10-9564-7770359c7f6d", "trace_snapshot": {"job": {"job_id": "98e34a05-4abc-48b5-b2bf-7acd8798fe3a", "optional_status": "done", "timing": {"base_persistence_ms": 1.4197584241628647, "optional_ms": 62.43986915796995, "queue_ms": 0.0, "required_to_ready_ms": 20863.196793943644, "submission_ack_ms": 2.013099379837513, "total_ms": 20926.090098917484}}, "terminal_error": {"error_code": "BI_SCHEMA_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_SCHEMA_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deleted_booking_live_account:t2:base:repeat1", "case_id": "independent11:deleted_booking_live_account:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10042.36517753452, "conversation_case_id": "independent11:deleted_booking_live_account:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 6}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10039.94087409228, "feature_first_useful_ms": 10025.379342958331, "first_useful_ms": 10027.510955929756, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1048616617918015, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1753616854548454, "optional_ms": 79.4412363320589, "queue_ms": 0.0, "required_to_ready_ms": 9872.01031204313, "submission_ack_ms": 2.5132764130830765, "total_ms": 9952.012807130814}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:deleted_booking_live_account:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "79ae1031-8f38-401b-a07d-efbb45434e64", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 166, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 160, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "79ae1031-8f38-401b-a07d-efbb45434e64", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "f372768b-8fba-4a70-adc9-777316253e22", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "8970ee4b-0789-4027-9e18-8bcff9ac2898", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6a0723384cec3748", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on an unspecified 'first checked result' (deleted booking) and mandates a ct.client_360 / pipedrive.* federation view that is not present in the provided schema, so no reliable SELECT can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"war", "prompt_sha256": "887f7183c8d6413b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "887f7183c8d6413b", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role whose account is not deleted but who have a deleted booking in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "79ae1031-8f38-401b-a07d-efbb45434e64", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-79ae1031-8f38-401b-a07d-efbb45434e64", "trace_snapshot": {"job": {"job_id": "5b7cbce2-b9fe-492c-b129-f33979424953", "optional_status": "done", "timing": {"base_persistence_ms": 1.1753616854548454, "optional_ms": 79.4412363320589, "queue_ms": 0.0, "required_to_ready_ms": 9872.01031204313, "submission_ack_ms": 2.5132764130830765, "total_ms": 9952.012807130814}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:fx_missing_on_settled:t1:base:repeat1", "case_id": "independent11:fx_missing_on_settled:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 31406.04975260794, "conversation_case_id": "independent11:fx_missing_on_settled:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11013}, {"user_id": 11026}, {"user_id": 11039}, {"user_id": 11052}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 31401.34074166417, "feature_first_useful_ms": 25795.522306114435, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 25799.005165696144, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.452288918197155, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2234821915626526, "first_useful_ms": 25696.177875623107, "optional_ms": 5621.188715100288, "queue_ms": 0.0, "required_to_ready_ms": 25696.177875623107, "submission_ack_ms": 1.6615167260169983, "total_ms": 31318.079255521297}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "420bdfb5-0d31-45ea-b1aa-8c62f82ace3c", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role with a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.sell_currency_to_gbp_rate", "columns": ["ct.trade_bookings.sell_currency_to_gbp_rate"], "end": 104, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "GBP conversion rate for the sell leg. CT-report stats filter excludes trades where this IS NULL (commission cannot be converted to GBP).", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "sell currency to gbp rate", "multi": false, "options": [], "phrase": "sell currency to gbp rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 79, "system": "CT", "text": "sell-currency-to-GBP rate"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 125, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 118, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 164, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 155, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11003", "11004", "11005", "11006", "11007", "11008", "11010", "11011", "11012", "11013", "11014", "11015", "11016", "11020", "11021", "11022", "11024", "11025", "11026", "11028", "11030", "11031", "11032", "11033", "11035", "11037", "11039", "11040", "11041", "11042", "11043", "11044", "11047", "11048", "11049", "11050", "11052", "11053", "11055", "11056", "11059", "11060", "11061", "11062", "11064"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "420bdfb5-0d31-45ea-b1aa-8c62f82ace3c", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "699d1aed-b241-44bd-8ecd-57111748ec4f", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, "Fictional Company 3", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11010, "Fictional Company 10", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11028, "Fictional Company 28", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11047, "Fictional Company 47", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11064, "Fictional Company 64", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 11398.695730604231, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.08888888888888889, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 4, "output_rows": 45, "preserve_label": "gold", "unmatched": 41}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id FROM ct.client_360 AS c GROUP BY 1 ORDER BY 1 LIMIT 10001", "trace_id": "7696f6001a4ba7f5d5cd4d3699db8d04", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 4, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE tb.status = 'settled' AND tb.sell_currency_to_gbp_rate IS NULL ORDER BY 1 LIMIT 10001", "trace_id": "7696f6009ddc3021f917421c9c64006a", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "e19d3861-5b7e-42ff-854c-cfd3ac037ed8", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6f412a986eb0db6c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3eb86841591b3c4c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "2dff816bcf380a9e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2dff816bcf380a9e", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "420bdfb5-0d31-45ea-b1aa-8c62f82ace3c", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts and trade_bookings.", "CT Ledger: Keeps only rows matching filters on status and sell_currency_to_gbp_rate."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts and trade_bookings.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c8542ee74d58405f8b201d7c", "trace_snapshot": {"child_trace_ids": ["7696f600c16008d9d4824ce0b248a802", "7696f6009ddc3021f917421c9c64006a", "7696f6001a4ba7f5d5cd4d3699db8d04"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c8542ee74d58405f8b201d7c", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "9f2958cb-3831-47b1-aca4-71683f5b599a", "optional_status": "done", "timing": {"base_persistence_ms": 1.2234821915626526, "first_useful_ms": 25696.177875623107, "optional_ms": 5621.188715100288, "queue_ms": 0.0, "required_to_ready_ms": 25696.177875623107, "submission_ack_ms": 1.6615167260169983, "total_ms": 31318.079255521297}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 7.69, "parse_ms": 0.0, "required_checks_ms": 11.23, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 11398.7, "validate_ms": 0.0}, "trace_id": "7696f600c8542ee74d58405f8b201d7c", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deleted_booking_live_account:t3:base:repeat1", "case_id": "independent11:deleted_booking_live_account:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23053.237337619066, "conversation_case_id": "independent11:deleted_booking_live_account:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11060}, {"user_id": 11050}, {"user_id": 11040}, {"user_id": 11030}, {"user_id": 11020}, {"user_id": 11010}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23050.642118789256, "feature_first_useful_ms": 23036.488802172244, "first_useful_ms": 23038.816542364657, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.299428917467594, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.105178475379944, "optional_ms": 62.07768898457289, "queue_ms": 0.0, "required_to_ready_ms": 22876.992938108742, "submission_ack_ms": 3.2258015125989914, "total_ms": 22939.525632187724}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:deleted_booking_live_account:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9219e0b2-72d4-4819-a83f-3aea9f6d942b", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 172, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 165, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9219e0b2-72d4-4819-a83f-3aea9f6d942b", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "f372768b-8fba-4a70-adc9-777316253e22", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE a.deleted_at IS NULL AND NOT tb.deleted_at IS NULL ORDER BY 1 DESC NULLS LAST LIMIT 10000"}, {"source": "gold", "sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE a.deleted_at IS NULL AND EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.deleted_at IS NULL) ORDER BY a.id DESC NULLS LAST LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "48b8a32f-f2d3-4680-ba58-d39310e09cf3", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c5b86e8026aeb062", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b455def396bfc415", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "5284d6fd6d8e4d31", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5284d6fd6d8e4d31", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role whose account is not deleted but who have a deleted booking from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "9219e0b2-72d4-4819-a83f-3aea9f6d942b", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-9219e0b2-72d4-4819-a83f-3aea9f6d942b", "trace_snapshot": {"job": {"job_id": "d0588629-9933-4794-8edd-9002e3591c4d", "optional_status": "done", "timing": {"base_persistence_ms": 3.105178475379944, "optional_ms": 62.07768898457289, "queue_ms": 0.0, "required_to_ready_ms": 22876.992938108742, "submission_ack_ms": 3.2258015125989914, "total_ms": 22939.525632187724}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deleted_booking_live_account:t4:base:repeat1", "case_id": "independent11:deleted_booking_live_account:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11229.551084339619, "conversation_case_id": "independent11:deleted_booking_live_account:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 6}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11227.201122790575, "feature_first_useful_ms": 11217.86141116172, "first_useful_ms": 11219.92849279195, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.03597079962492, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1248588562011719, "optional_ms": 60.86434703320265, "queue_ms": 0.0, "required_to_ready_ms": 11025.269174017012, "submission_ack_ms": 1.8691746518015862, "total_ms": 11086.605647578835}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:deleted_booking_live_account:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5555c2c1-77b0-4076-85db-a6e15d2fa464", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 164, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 158, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5555c2c1-77b0-4076-85db-a6e15d2fa464", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "f372768b-8fba-4a70-adc9-777316253e22", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "0bc25dee-0489-45bd-9f08-f3b7f64a7d0c", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on an undefined prior result ('the third result') and a ct.client_360 table not present in the provided schema, so a valid single SELECT cannot be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"Referenced federated tables (ct.cl", "prompt_sha256": "4841dd2d7e1db02d", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8933e8e8be4f2f98", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8933e8e8be4f2f98", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role whose account is not deleted but who have a deleted booking membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "5555c2c1-77b0-4076-85db-a6e15d2fa464", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-5555c2c1-77b0-4076-85db-a6e15d2fa464", "trace_snapshot": {"job": {"job_id": "3822f582-ad03-46aa-a8ec-844fdaf77063", "optional_status": "done", "timing": {"base_persistence_ms": 1.1248588562011719, "optional_ms": 60.86434703320265, "queue_ms": 0.0, "required_to_ready_ms": 11025.269174017012, "submission_ack_ms": 1.8691746518015862, "total_ms": 11086.605647578835}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:fx_missing_on_settled:t2:base:repeat1", "case_id": "independent11:fx_missing_on_settled:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 31575.751488097012, "conversation_case_id": "independent11:fx_missing_on_settled:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 31573.117269203067, "feature_first_useful_ms": 31561.93615309894, "first_useful_ms": 31564.279383048415, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3112287744879723, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.687951877713203, "optional_ms": 73.25106300413609, "queue_ms": 0.0, "required_to_ready_ms": 31392.821306362748, "submission_ack_ms": 1.6421172767877579, "total_ms": 31466.90107882023}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:fx_missing_on_settled:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6ada17f0-4c94-4872-a18b-61e7957c5a25", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.sell_currency_to_gbp_rate", "columns": ["ct.trade_bookings.sell_currency_to_gbp_rate"], "end": 100, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "GBP conversion rate for the sell leg. CT-report stats filter excludes trades where this IS NULL (commission cannot be converted to GBP).", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "sell currency to gbp rate", "multi": false, "options": [], "phrase": "sell currency to gbp rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 75, "system": "CT", "text": "sell-currency-to-GBP rate"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 167, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 161, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6ada17f0-4c94-4872-a18b-61e7957c5a25", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "699d1aed-b241-44bd-8ecd-57111748ec4f", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE (tb.status = 'settled' AND tb.sell_currency_to_gbp_rate IS NULL) AND NOT a.id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}, {"source": "gold", "sql": "SELECT tb.user_id AS user_id, COUNT(DISTINCT tb.user_id) OVER () AS client_count FROM public.trade_bookings tb WHERE tb.status = 'settled' AND tb.sell_currency_to_gbp_rate IS NULL AND tb.user_id IS NOT NULL AND tb.deleted_at IS NULL GROUP BY tb.user_id ORDER BY tb.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "dd284bc2-ac86-4634-bcbf-094ca799842b", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8f8372db56241f00", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b943fe821a408588", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "3aab3d3b3ecf28a5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3aab3d3b3ecf28a5", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "6ada17f0-4c94-4872-a18b-61e7957c5a25", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-6ada17f0-4c94-4872-a18b-61e7957c5a25", "trace_snapshot": {"job": {"job_id": "bd956f0b-0731-465b-ac21-8925432579ec", "optional_status": "done", "timing": {"base_persistence_ms": 4.687951877713203, "optional_ms": 73.25106300413609, "queue_ms": 0.0, "required_to_ready_ms": 31392.821306362748, "submission_ack_ms": 1.6421172767877579, "total_ms": 31466.90107882023}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:fx_missing_on_settled:t3:base:repeat1", "case_id": "independent11:fx_missing_on_settled:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7920.714466832578, "conversation_case_id": "independent11:fx_missing_on_settled:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11052}, {"user_id": 11039}, {"user_id": 11026}, {"user_id": 11013}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7917.3648012802005, "feature_first_useful_ms": 7906.927110627294, "first_useful_ms": 7909.975436516106, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.009664826095104, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.9905037954449654, "optional_ms": 92.94743277132511, "queue_ms": 0.0, "required_to_ready_ms": 7715.689530596137, "submission_ack_ms": 1.9484367221593857, "total_ms": 7809.6761191263795}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:fx_missing_on_settled:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3afd9fe7-07f9-4086-9ae3-1c376e336804", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.sell_currency_to_gbp_rate", "columns": ["ct.trade_bookings.sell_currency_to_gbp_rate"], "end": 118, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "GBP conversion rate for the sell leg. CT-report stats filter excludes trades where this IS NULL (commission cannot be converted to GBP).", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "sell currency to gbp rate", "multi": false, "options": [], "phrase": "sell currency to gbp rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 93, "system": "CT", "text": "sell-currency-to-GBP rate"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 173, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 166, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3afd9fe7-07f9-4086-9ae3-1c376e336804", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "699d1aed-b241-44bd-8ecd-57111748ec4f", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "a1567b30-2031-46cf-a238-9bd1043c75fa", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "43a57199c7f2c557", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on prior-result context and requires ct.client_360 and pipedrive.* tables, which are not present in the provided schema (only public.* tables like trade_bookings exist), so I cannot generate a valid query.\",\n  \"confidence\": \"uncertain\",\n  ", "prompt_sha256": "303a9e837b345c66", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "303a9e837b345c66", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "3afd9fe7-07f9-4086-9ae3-1c376e336804", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-3afd9fe7-07f9-4086-9ae3-1c376e336804", "trace_snapshot": {"job": {"job_id": "24c8d292-44c8-4670-a740-2036f6c10191", "optional_status": "done", "timing": {"base_persistence_ms": 2.9905037954449654, "optional_ms": 92.94743277132511, "queue_ms": 0.0, "required_to_ready_ms": 7715.689530596137, "submission_ack_ms": 1.9484367221593857, "total_ms": 7809.6761191263795}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:fx_missing_on_settled:t4:base:repeat1", "case_id": "independent11:fx_missing_on_settled:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11812.493801116943, "conversation_case_id": "independent11:fx_missing_on_settled:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 4}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11809.184277430177, "feature_first_useful_ms": 11798.253699205816, "first_useful_ms": 11801.289954222739, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8178682550787926, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.731468088924885, "optional_ms": 60.551547445356846, "queue_ms": 0.0, "required_to_ready_ms": 11697.391004301608, "submission_ack_ms": 1.8307333812117577, "total_ms": 11759.281506761909}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:fx_missing_on_settled:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9430a52c-9301-4fbe-9db2-66ec8e960899", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.sell_currency_to_gbp_rate", "columns": ["ct.trade_bookings.sell_currency_to_gbp_rate"], "end": 93, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "GBP conversion rate for the sell leg. CT-report stats filter excludes trades where this IS NULL (commission cannot be converted to GBP).", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "sell currency to gbp rate", "multi": false, "options": [], "phrase": "sell currency to gbp rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 68, "system": "CT", "text": "sell-currency-to-GBP rate"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 165, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 159, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9430a52c-9301-4fbe-9db2-66ec8e960899", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "699d1aed-b241-44bd-8ecd-57111748ec4f", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "b0889964-6fe8-41ea-a414-692f5d7b3066", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request references ct.client_360, pipedrive.* tables, a 'third result' from a prior multi-leg query, and a settled/sell-currency-to-GBP rate membership \u2014 none of which exist in the provided schema, so no valid single SELECT can be generated.\",\n  \"confiden", "prompt_sha256": "c0c0c53fb2a8771c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2a9594aa8a85d7ba", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2a9594aa8a85d7ba", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "9430a52c-9301-4fbe-9db2-66ec8e960899", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-9430a52c-9301-4fbe-9db2-66ec8e960899", "trace_snapshot": {"job": {"job_id": "8cd9d63b-caf1-4e6c-8c12-7af47bfdcdd8", "optional_status": "done", "timing": {"base_persistence_ms": 5.731468088924885, "optional_ms": 60.551547445356846, "queue_ms": 0.0, "required_to_ready_ms": 11697.391004301608, "submission_ack_ms": 1.8307333812117577, "total_ms": 11759.281506761909}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:negative_realized_commission:t1:base:repeat1", "case_id": "independent11:negative_realized_commission:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 27292.58282482624, "conversation_case_id": "independent11:negative_realized_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11011}, {"user_id": 11022}, {"user_id": 11033}, {"user_id": 11044}, {"user_id": 11055}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 27286.31625045091, "feature_first_useful_ms": 16396.81008271873, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 16402.627741917968, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.78707829117775, "intent_family": "independent11:negative_realized_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.951458863914013, "first_useful_ms": 16104.81839813292, "optional_ms": 10877.622365951538, "queue_ms": 0.0, "required_to_ready_ms": 16104.81839813292, "submission_ack_ms": 1.982218585908413, "total_ms": 26983.656466007233}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "5 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 5, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3c96fec8-0073-4bda-8ee2-dfb9ff0ac4cd", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role whose ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 82, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 72, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 115, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 108, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 154, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 145, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:1731f1055b322998", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 5, "keys": ["11011", "11022", "11033", "11044", "11055"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 5, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3c96fec8-0073-4bda-8ee2-dfb9ff0ac4cd", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "292eaec5-0ca6-4ffb-9749-43138b244506", "cost_estimate": {"cost_level": "low", "dollars_estimate": 6.75e-05, "estimated_rows": 18, "ms_estimate": 3.375, "rows": 18, "total_cost": 19.34}, "created_at": "2026-09-06T12:00:00Z", "data": [[11011, "Fictional Company 11", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 137.0036108419299, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts a JOIN public.trade_bookings tb ON tb.user_id = a.id JOIN public.trade_details td ON td.trade_booking_id = tb.id WHERE tb.status = 'settled' AND a.deleted_at IS NULL GROUP BY a.id HAVING SUM(td.commission) < 0 ORDER BY 1", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.trade_bookings AS tb\n  ON tb.user_id = a.id\nJOIN public.trade_details AS td\n  ON td.trade_booking_id = tb.id\nWHERE\n  tb.status = 'settled' AND a.deleted_at IS NULL\nGROUP BY\n  a.id\nHAVING\n  SUM(td.commission) < 0\nORDER BY\n  1", "guard": null, "id": "1f9369d9-9f2f-43a3-b31e-78fb47bc590e", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "5 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "513862daf2b2d96a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "72003ea1cfb4e315", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "72003ea1cfb4e315", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role whose sum of known realized commission is negative. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "3c96fec8-0073-4bda-8ee2-dfb9ff0ac4cd", "row_count": 5, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, trade_bookings, and trade_details.", "Keeps only rows matching filters on status and deleted_at.", "Groups the results by id."], "model": null, "provider": null, "summary": "Reads rows from accounts, trade_bookings, and trade_details grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600bd3a842f7b554f77ab0ac5e8", "trace_snapshot": {"child_trace_ids": ["7696f6008350126b29cb4c5dab0411a9"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600bd3a842f7b554f77ab0ac5e8", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "828d0ee9-4dee-43ef-8a91-bfcf65fd4ddc", "optional_status": "done", "timing": {"base_persistence_ms": 1.951458863914013, "first_useful_ms": 16104.81839813292, "optional_ms": 10877.622365951538, "queue_ms": 0.0, "required_to_ready_ms": 16104.81839813292, "submission_ack_ms": 1.982218585908413, "total_ms": 26983.656466007233}}, "row_count": 5, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.56, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 137.0, "validate_ms": 0.0}, "trace_id": "7696f600bd3a842f7b554f77ab0ac5e8", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:negative_realized_commission:t2:base:repeat1", "case_id": "independent11:negative_realized_commission:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21360.561257228255, "conversation_case_id": "independent11:negative_realized_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 5}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21357.331406325102, "feature_first_useful_ms": 21346.217142418027, "first_useful_ms": 21349.119032733142, "fixture": "base", "guard": "RequestedResultShapeError", "http_status": 202, "independent_oracle_ms": 2.865208312869072, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:negative_realized_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.1812693923711777, "optional_ms": 64.64147008955479, "queue_ms": 0.0, "required_to_ready_ms": 21051.94142460823, "submission_ack_ms": 2.029980532824993, "total_ms": 21117.29073803872}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:negative_realized_commission:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ac81a64d-5a92-4f95-80d8-2e6e43db7dca", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 78, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 68, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 157, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 151, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ac81a64d-5a92-4f95-80d8-2e6e43db7dca", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "292eaec5-0ca6-4ffb-9749-43138b244506", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified. Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row...", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row..."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "RequestedResultShapeError", "id": "2355d3f9-3346-4e83-a300-5ddf6b8ed2c2", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b72161e6278d97b4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "8652418e19683910", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8652418e19683910", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role whose sum of known realized commission is negative in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "refusal", "pivot": null, "query_id": "ac81a64d-5a92-4f95-80d8-2e6e43db7dca", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "RequestedResultShapeError", "guard": "RequestedResultShapeError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row..."}, "time_window": null, "trace_id": "federated-ac81a64d-5a92-4f95-80d8-2e6e43db7dca", "trace_snapshot": {"job": {"job_id": "42cddfdf-fc55-474f-afe4-76eff1ea0707", "optional_status": "done", "timing": {"base_persistence_ms": 3.1812693923711777, "optional_ms": 64.64147008955479, "queue_ms": 0.0, "required_to_ready_ms": 21051.94142460823, "submission_ack_ms": 2.029980532824993, "total_ms": 21117.29073803872}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "RequestedResultShapeError"}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:all_commission_unknown:t1:base:repeat1", "case_id": "independent11:all_commission_unknown:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 29978.367997333407, "conversation_case_id": "independent11:all_commission_unknown:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11012}, {"user_id": 11024}, {"user_id": 11036}, {"user_id": 11048}, {"user_id": 11060}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 29972.93576039374, "feature_first_useful_ms": 28081.133202649653, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 28085.151760838926, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.9792070165276527, "intent_family": "independent11:all_commission_unknown", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.9011454209685326, "first_useful_ms": 27781.602413393557, "optional_ms": 1932.0481531322002, "queue_ms": 0.0, "required_to_ready_ms": 27781.602413393557, "submission_ack_ms": 1.514173112809658, "total_ms": 29714.546218514442}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "41 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 41, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a49cb5e8-2b60-4a02-8705-2e203bb3fda4", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role with b...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 120, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 110, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 164, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 157, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 203, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 194, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 41, "keys": ["11003", "11004", "11005", "11006", "11007", "11008", "11010", "11011", "11012", "11013", "11014", "11015", "11020", "11021", "11022", "11024", "11025", "11026", "11028", "11030", "11031", "11033", "11035", "11037", "11039", "11040", "11041", "11042", "11043", "11044", "11047", "11049", "11050", "11052", "11053", "11055", "11056", "11059", "11060", "11061", "11062"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 41, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a49cb5e8-2b60-4a02-8705-2e203bb3fda4", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "130d440a-d8bf-4688-9c54-3e861b40972c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, "Fictional Company 3", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11010, "Fictional Company 10", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11028, "Fictional Company 28", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11047, "Fictional Company 47", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 10733.0018049106, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.07317073170731707, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 3, "output_rows": 41, "preserve_label": "gold", "unmatched": 38}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 41, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 WHERE NOT last_traded IS NULL GROUP BY 1 ORDER BY 1 LIMIT 10001", "trace_id": "7696f600d2d6213835b14494914039c1", "was_truncated": false}, {"confidence_level": "medium", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 5, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts a JOIN public.trade_bookings tb ON tb.user_id = a.id LEFT JOIN public.trade_details td ON td.trade_booking_id = tb.id GROUP BY a.id HAVING COUNT(*) FILTER (WHERE td.id IS NULL OR (td.commission IS NULL AND td.commission_net IS NULL AND td.commission_affiliate IS NULL AND td.commission_sub_affiliate IS NULL)) = COUNT(*) ORDER BY 1 LIMIT 10001", "trace_id": "7696f6004794f1154b1b40ae8fa9ab65", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "8385d0f2-6d66-4c57-9f16-8df3245f2d1b", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "41 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "569dce1f916fd188", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a7f108acd4261086", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "a0c3eae09bb59cf7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a0c3eae09bb59cf7", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "a49cb5e8-2b60-4a02-8705-2e203bb3fda4", "row_count": 41, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Keeps only rows matching filters on last_traded.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts, trade_bookings, and trade_details.", "CT Ledger: Groups the results by id."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts, trade_bookings, and trade_details grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6004e15c41a7e8a441eaf7fe266", "trace_snapshot": {"child_trace_ids": ["7696f60004fa8a68982e47b2bb457990", "7696f6004794f1154b1b40ae8fa9ab65", "7696f600d2d6213835b14494914039c1"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004e15c41a7e8a441eaf7fe266", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "37f4ae24-55d6-4e2b-a8ee-c293ed40d769", "optional_status": "done", "timing": {"base_persistence_ms": 3.9011454209685326, "first_useful_ms": 27781.602413393557, "optional_ms": 1932.0481531322002, "queue_ms": 0.0, "required_to_ready_ms": 27781.602413393557, "submission_ack_ms": 1.514173112809658, "total_ms": 29714.546218514442}}, "row_count": 41, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 12.07, "parse_ms": 0.0, "required_checks_ms": 7.93, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 10733.0, "validate_ms": 0.0}, "trace_id": "7696f6004e15c41a7e8a441eaf7fe266", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:negative_realized_commission:t3:base:repeat1", "case_id": "independent11:negative_realized_commission:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11067.49111507088, "conversation_case_id": "independent11:negative_realized_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11055}, {"user_id": 11044}, {"user_id": 11033}, {"user_id": 11022}, {"user_id": 11011}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11064.334717579186, "feature_first_useful_ms": 8366.191854700446, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8368.8353151083, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6036398485302925, "intent_family": "independent11:negative_realized_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 240.33283907920122, "first_useful_ms": 8134.0583972632885, "optional_ms": 2809.462330304086, "queue_ms": 0.0, "required_to_ready_ms": 8134.0583972632885, "submission_ack_ms": 2.01215036213398, "total_ms": 11012.935482896864}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "5 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:negative_realized_commission:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 5, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d835524d-78ad-4beb-9653-31c02d2e89bd", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT accounts of a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 96, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 86, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 163, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 156, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:cdf9d286670f0987", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 5, "keys": ["11055", "11044", "11033", "11022", "11011"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 5, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d835524d-78ad-4beb-9653-31c02d2e89bd", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "292eaec5-0ca6-4ffb-9749-43138b244506", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.225e-05, "estimated_rows": 13, "ms_estimate": 2.1125000000000003, "rows": 13, "total_cost": 15.3}, "created_at": "2026-09-06T12:00:00Z", "data": [[11055, "Fictional Company 55", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11033, "Fictional Company 33", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 265.69701358675957, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT tb.user_id AS user_id FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE tb.status = 'settled' GROUP BY 1 HAVING SUM(td.commission) < 0 ORDER BY 1 DESC NULLS LAST", "generated_sql_pretty": "SELECT\n  tb.user_id AS user_id\nFROM public.trade_bookings AS tb\nJOIN public.trade_details AS td\n  ON td.trade_booking_id = tb.id\nWHERE\n  tb.status = 'settled'\nGROUP BY\n  1\nHAVING\n  SUM(td.commission) < 0\nORDER BY\n  1 DESC NULLS LAST", "guard": null, "id": "82343bd5-bcaa-4023-82bf-6d20ed919e63", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "5 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "80e1687be6ac6bd1", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "80e1687be6ac6bd1", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role whose sum of known realized commission is negative from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "d835524d-78ad-4beb-9653-31c02d2e89bd", "row_count": 5, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from trade_bookings and trade_details.", "Keeps only rows matching filters on status.", "Groups the results by user_id."], "model": null, "provider": null, "summary": "Reads rows from trade_bookings and trade_details grouped by user_id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600bf52bd471f914a3aa63fddc3", "trace_snapshot": {"child_trace_ids": ["7696f600db37041044ca42888af0dfcd"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600bf52bd471f914a3aa63fddc3", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f0774681-dc9e-4bd2-be4c-a972dfe7ff49", "optional_status": "done", "timing": {"base_persistence_ms": 240.33283907920122, "first_useful_ms": 8134.0583972632885, "optional_ms": 2809.462330304086, "queue_ms": 0.0, "required_to_ready_ms": 8134.0583972632885, "submission_ack_ms": 2.01215036213398, "total_ms": 11012.935482896864}}, "row_count": 5, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 2.19, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 265.7, "validate_ms": 0.0}, "trace_id": "7696f600bf52bd471f914a3aa63fddc3", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 5}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:negative_realized_commission:t4:base:repeat1", "case_id": "independent11:negative_realized_commission:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23230.64199835062, "conversation_case_id": "independent11:negative_realized_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 5}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23228.05075906217, "feature_first_useful_ms": 21123.199955560267, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 21125.408231280744, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1725548431277275, "intent_family": "independent11:negative_realized_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7890427261590958, "first_useful_ms": 20961.23704686761, "optional_ms": 2056.538756005466, "queue_ms": 0.0, "required_to_ready_ms": 20961.23704686761, "submission_ack_ms": 7.528170011937618, "total_ms": 23018.852001056075}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 5.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:negative_realized_commission:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "df44d045-7b4e-4c2a-9fc6-f0819e856d9b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the CT accounts of any role whose sum of know...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 71, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 61, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 155, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 149, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:8d3ee2d8fe55d75a", "key_column": "user_id", "key_count": 5, "keys": ["11011", "11022", "11033", "11044", "11055"], "keys_available": true, "materialized_from_aggregate": true, "over_cap": false}}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "df44d045-7b4e-4c2a-9fc6-f0819e856d9b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Complex query: 2 JOINs, subqueries, CTEs, ", "score": 0.3}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (58%) \u2014 implicit time period, complex query"}, "confidence_level": "medium", "confidence_score": 0.5769230769230769, "conversation_id": "292eaec5-0ca6-4ffb-9749-43138b244506", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.25e-06, "estimated_rows": 1, "ms_estimate": 0.21250000000000002, "rows": 1, "total_cost": 21.07}, "created_at": "2026-09-06T12:00:00Z", "data": [[5]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 9612.456171773374, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "WITH neg AS (SELECT tb.user_id FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id JOIN public.accounts AS a ON a.id = tb.user_id WHERE (tb.status = 'settled' AND NOT COALESCE(a.skip_commission_calculations, FALSE) IS TRUE) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY tb.user_id HAVING SUM(td.commission) < 0) SELECT COUNT(DISTINCT user_id) AS client_count FROM neg", "generated_sql_pretty": "WITH neg AS (\n  SELECT\n    tb.user_id\n  FROM public.trade_bookings AS tb\n  JOIN public.trade_details AS td\n    ON td.trade_booking_id = tb.id\n  JOIN public.accounts AS a\n    ON a.id = tb.user_id\n  WHERE\n    (\n      tb.status = 'settled'\n      AND NOT COALESCE(a.skip_commission_calculations, FALSE) IS TRUE\n    )\n    AND NOT tb.user_id IN (\n      SELECT\n        id\n      FROM public.accounts\n      WHERE\n        id = 1 OR email ILIKE '%@currencytransfer.com'\n    )\n  GROUP BY\n    tb.user_id\n  HAVING\n    SUM(td.commission) < 0\n)\nSELECT\n  COUNT(DISTINCT user_id) AS client_count\nFROM neg", "guard": null, "id": "d522999c-91ef-41ca-83e0-67842749be56", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month."], "insight_headline": "First returned row \u2014 client_count: 5.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9eb63fbea4b66733", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "970a552f1ac0ca54", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "970a552f1ac0ca54", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role whose sum of known realized commission is negative membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "df44d045-7b4e-4c2a-9fc6-f0819e856d9b", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from neg, trade_bookings, trade_details, and accounts.", "Calculates how many DISTINCT user_id there are."], "model": null, "provider": null, "summary": "Works out how many DISTINCT user_id there are from neg, trade_bookings, trade_details, and accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ccc987caa1494b718a10626a", "trace_snapshot": {"child_trace_ids": ["7696f60023bf2a3715ba4f968ff3e7a9", "7696f600f9a8ba4884514cdfb28f97c0"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ccc987caa1494b718a10626a", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "2760f561-1c55-42a5-87d9-5005712e1d83", "optional_status": "done", "timing": {"base_persistence_ms": 1.7890427261590958, "first_useful_ms": 20961.23704686761, "optional_ms": 2056.538756005466, "queue_ms": 0.0, "required_to_ready_ms": 20961.23704686761, "submission_ack_ms": 7.528170011937618, "total_ms": 23018.852001056075}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 14.82, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 9612.46, "validate_ms": 0.0}, "trace_id": "7696f600ccc987caa1494b718a10626a", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:all_commission_unknown:t2:base:repeat1", "case_id": "independent11:all_commission_unknown:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 33423.02337475121, "conversation_case_id": "independent11:all_commission_unknown:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 5}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 33419.53115258366, "feature_first_useful_ms": 33118.795646354556, "first_useful_ms": 33121.73323798925, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9050204902887344, "intent_family": "independent11:all_commission_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.4889055639505386, "optional_ms": 64.93452098220587, "queue_ms": 0.0, "required_to_ready_ms": 33011.298508383334, "submission_ack_ms": 1.5115123242139816, "total_ms": 33077.62392703444}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:all_commission_unknown:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7f54e776-ec76-48db-bedd-fb669b63e828", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 116, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 106, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 206, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 200, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7f54e776-ec76-48db-bedd-fb669b63e828", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "130d440a-d8bf-4688-9c54-3e861b40972c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE NOT EXISTS(SELECT 1 FROM public.trade_details AS td JOIN public.trade_bookings AS tb2 ON td.trade_booking_id = tb2.id WHERE tb2.user_id = a.id AND (NOT td.commission IS NULL OR NOT td.commission_net IS NULL OR NOT td.commission_affiliate IS NULL OR NOT td.commission_sub_affiliate IS NULL)) AND NOT a.id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}, {"source": "gold", "sql": "SELECT tb.user_id AS user_id, COUNT(*) OVER () AS client_count, COUNT(td.acquisition_cost_sub_affiliate) AS trade_count FROM public.trade_bookings AS tb LEFT JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE NOT tb.user_id IS NULL GROUP BY tb.user_id HAVING COUNT(td.id) FILTER(WHERE NOT td.id IS NULL) >= 0 AND COUNT(td.commission) = 0 AND COUNT(td.commission_net) = 0 AND COUNT(td.commission_affiliate) = 0 AND COUNT(td.commission_sub_affiliate) = 0 AND COUNT(td.acquisition_cost_affiliate) = 0 AND COUNT(td.acquisition_cost_sub_affiliate) = 0 ORDER BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "2ac43a42-c9a3-4f30-b99d-9cb12be4de57", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2cbb13245ed9225d", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "95ff78e13be85230", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "c0afcc96a947f39a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c0afcc96a947f39a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "7f54e776-ec76-48db-bedd-fb669b63e828", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-7f54e776-ec76-48db-bedd-fb669b63e828", "trace_snapshot": {"job": {"job_id": "6a3c35a1-7db6-4032-92f7-962a8116f1b5", "optional_status": "done", "timing": {"base_persistence_ms": 2.4889055639505386, "optional_ms": 64.93452098220587, "queue_ms": 0.0, "required_to_ready_ms": 33011.298508383334, "submission_ack_ms": 1.5115123242139816, "total_ms": 33077.62392703444}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_zero_booked_commission:t1:base:repeat1", "case_id": "independent11:known_zero_booked_commission:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17987.002403475344, "conversation_case_id": "independent11:known_zero_booked_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11007}, {"user_id": 11014}, {"user_id": 11021}, {"user_id": 11028}, {"user_id": 11035}, {"user_id": 11042}, {"user_id": 11049}, {"user_id": 11056}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17980.431078001857, "feature_first_useful_ms": 11639.32594936341, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 11645.373657345772, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.991565994918346, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.464291475713253, "first_useful_ms": 11527.485778555274, "optional_ms": 6310.102928429842, "queue_ms": 0.0, "required_to_ready_ms": 11527.485778555274, "submission_ack_ms": 1.9062161445617676, "total_ms": 17838.130086660385}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "8 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 8, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c57a209b-5248-43e2-8630-a38614792be3", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role with a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 85, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 75, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 158, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 151, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 197, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 188, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:d6ad22b7f2ce3062", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 8, "keys": ["11007", "11014", "11021", "11028", "11035", "11042", "11049", "11056"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 8, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c57a209b-5248-43e2-8630-a38614792be3", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "7156b42a-b61c-4124-8b9d-e38d3f72b202", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 21.15}, "created_at": "2026-09-06T12:00:00Z", "data": [[11007, "Fictional Company 7", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11042, "Fictional Company 42", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 159.84680596739054, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND NOT tb.sell_currency_to_gbp_rate IS NULL JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE NOT a.skip_commission_calculations IS TRUE GROUP BY a.id HAVING SUM(td.commission) = 0 ORDER BY a.id", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.trade_bookings AS tb\n  ON tb.user_id = a.id\n  AND (\n    tb.status <> 'closed' AND tb.deleted_at IS NULL\n  )\n  AND NOT tb.sell_currency_to_gbp_rate IS NULL\nJOIN public.trade_details AS td\n  ON td.trade_booking_id = tb.id\nWHERE\n  NOT a.skip_commission_calculations IS TRUE\nGROUP BY\n  a.id\nHAVING\n  SUM(td.commission) = 0\nORDER BY\n  a.id", "guard": null, "id": "586e3f26-7b81-4748-8a77-a57adf12a108", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "8 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "df9983c3e2cd6cf3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "df9983c3e2cd6cf3", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "c57a209b-5248-43e2-8630-a38614792be3", "row_count": 8, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, trade_bookings, and trade_details.", "Keeps only rows matching filters on skip_commission_calculations.", "Groups the results by id."], "model": null, "provider": null, "summary": "Reads rows from accounts, trade_bookings, and trade_details grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600dbf20097f7f84d1c8ae43a22", "trace_snapshot": {"child_trace_ids": ["7696f6008a3a9db86f204adfbc6a61dc"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600dbf20097f7f84d1c8ae43a22", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "0b880cf6-2c69-467f-9874-536d734f74e6", "optional_status": "done", "timing": {"base_persistence_ms": 1.464291475713253, "first_useful_ms": 11527.485778555274, "optional_ms": 6310.102928429842, "queue_ms": 0.0, "required_to_ready_ms": 11527.485778555274, "submission_ack_ms": 1.9062161445617676, "total_ms": 17838.130086660385}}, "row_count": 8, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.43, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 159.85, "validate_ms": 0.0}, "trace_id": "7696f600dbf20097f7f84d1c8ae43a22", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:all_commission_unknown:t3:base:repeat1", "case_id": "independent11:all_commission_unknown:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12856.962360441685, "conversation_case_id": "independent11:all_commission_unknown:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11060}, {"user_id": 11048}, {"user_id": 11036}, {"user_id": 11024}, {"user_id": 11012}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12853.3616065979, "feature_first_useful_ms": 12565.584923140705, "first_useful_ms": 12568.93234886229, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2792137935757637, "intent_family": "independent11:all_commission_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.669251851737499, "optional_ms": 80.05775325000286, "queue_ms": 0.0, "required_to_ready_ms": 12452.266423031688, "submission_ack_ms": 1.9880188629031181, "total_ms": 12533.945142291486}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:all_commission_unknown:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5f87f74e-0e47-46c0-8ba2-6759f9a5ac7f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 134, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 124, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 212, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 205, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5f87f74e-0e47-46c0-8ba2-6759f9a5ac7f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "130d440a-d8bf-4688-9c54-3e861b40972c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "081126a2-7405-4d02-b537-5b9e0568744e", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on a prior result set ('the same checked IDs from the first result') and requires the ct.client_360 / pipedrive.* federation tables, none of which are present in the provided schema, so I cannot generate a valid query.\",\n  \"confidence\": \"u", "prompt_sha256": "de8210629f595d71", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "260a38ce6f4f3cf9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "260a38ce6f4f3cf9", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "5f87f74e-0e47-46c0-8ba2-6759f9a5ac7f", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-5f87f74e-0e47-46c0-8ba2-6759f9a5ac7f", "trace_snapshot": {"job": {"job_id": "99aab6bd-bfef-416d-8474-aeb2ca5cf9d2", "optional_status": "done", "timing": {"base_persistence_ms": 4.669251851737499, "optional_ms": 80.05775325000286, "queue_ms": 0.0, "required_to_ready_ms": 12452.266423031688, "submission_ack_ms": 1.9880188629031181, "total_ms": 12533.945142291486}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:all_commission_unknown:t4:base:repeat1", "case_id": "independent11:all_commission_unknown:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23675.446099601686, "conversation_case_id": "independent11:all_commission_unknown:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 5}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23672.08084464073, "feature_first_useful_ms": 23659.75371003151, "first_useful_ms": 23662.690569646657, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8787972405552864, "intent_family": "independent11:all_commission_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9689023718237877, "optional_ms": 62.79970798641443, "queue_ms": 0.0, "required_to_ready_ms": 23437.879459932446, "submission_ack_ms": 1.4512790367007256, "total_ms": 23501.163243316114}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:all_commission_unknown:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d45fd3ca-83e9-4c95-ab3e-655c46731383", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 109, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 99, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 204, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 198, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d45fd3ca-83e9-4c95-ab3e-655c46731383", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "130d440a-d8bf-4688-9c54-3e861b40972c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "ed0c76f8-cd0a-4b06-9fc3-506c6f30478d", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request cannot be satisfied: it forbids referencing raw ct tables (only ct.client_360 / pipedrive.* are allowed), but no ct.client_360 or pipedrive schema is provided, and the underlying commission-null logic lives in ct.trade_details/trade_bookings, whic", "prompt_sha256": "ef6a3055b2aa941b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a39a761006d676ff", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a39a761006d676ff", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "d45fd3ca-83e9-4c95-ab3e-655c46731383", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-d45fd3ca-83e9-4c95-ab3e-655c46731383", "trace_snapshot": {"job": {"job_id": "abedf35e-906a-403c-a859-49a9af46d921", "optional_status": "done", "timing": {"base_persistence_ms": 0.9689023718237877, "optional_ms": 62.79970798641443, "queue_ms": 0.0, "required_to_ready_ms": 23437.879459932446, "submission_ack_ms": 1.4512790367007256, "total_ms": 23501.163243316114}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_zero_booked_commission:t2:base:repeat1", "case_id": "independent11:known_zero_booked_commission:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 37464.75503500551, "conversation_case_id": "independent11:known_zero_booked_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 37461.642048321664, "feature_first_useful_ms": 37439.627008512616, "first_useful_ms": 37442.36375205219, "fixture": "base", "guard": "RequestedResultShapeError", "http_status": 202, "independent_oracle_ms": 2.699381671845913, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.888088442385197, "optional_ms": 150.23695770651102, "queue_ms": 0.0, "required_to_ready_ms": 37126.39103177935, "submission_ack_ms": 1.6162758693099022, "total_ms": 37277.686135843396}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:known_zero_booked_commission:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "65b1ab8e-dc0f-4eba-afc5-4a963d9742a9", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 81, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 71, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 200, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 194, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "65b1ab8e-dc0f-4eba-afc5-4a963d9742a9", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "7156b42a-b61c-4124-8b9d-e38d3f72b202", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified. Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row...", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row..."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "RequestedResultShapeError", "id": "c7e2ccdd-717e-43c1-ab8f-7c1aea5acd0a", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9885218cf4cdd122", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "bfa9a291a8fffa9e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "bfa9a291a8fffa9e", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "refusal", "pivot": null, "query_id": "65b1ab8e-dc0f-4eba-afc5-4a963d9742a9", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "RequestedResultShapeError", "guard": "RequestedResultShapeError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row..."}, "time_window": null, "trace_id": "federated-65b1ab8e-dc0f-4eba-afc5-4a963d9742a9", "trace_snapshot": {"job": {"job_id": "bfc65dae-6a39-454a-9f22-75b38939cc95", "optional_status": "done", "timing": {"base_persistence_ms": 4.888088442385197, "optional_ms": 150.23695770651102, "queue_ms": 0.0, "required_to_ready_ms": 37126.39103177935, "submission_ack_ms": 1.6162758693099022, "total_ms": 37277.686135843396}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "RequestedResultShapeError"}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified.", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deadline_actual_date_disagreement:t1:base:repeat1", "case_id": "independent11:deadline_actual_date_disagreement:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21702.40940246731, "conversation_case_id": "independent11:deadline_actual_date_disagreement:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11003}, {"user_id": 11004}, {"user_id": 11005}, {"user_id": 11006}, {"user_id": 11007}, {"user_id": 11009}, {"user_id": 11010}, {"user_id": 11011}, {"user_id": 11012}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11018}, {"user_id": 11019}, {"user_id": 11020}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11023}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11027}, {"user_id": 11028}, {"user_id": 11029}, {"user_id": 11030}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11034}, {"user_id": 11035}, {"user_id": 11036}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11039}, {"user_id": 11041}, {"user_id": 11042}, {"user_id": 11043}, {"user_id": 11044}, {"user_id": 11045}, {"user_id": 11046}, {"user_id": 11047}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11051}, {"user_id": 11052}, {"user_id": 11053}, {"user_id": 11054}, {"user_id": 11055}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11059}, {"user_id": 11060}, {"user_id": 11061}, {"user_id": 11062}, {"user_id": 11063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21697.753651067615, "feature_first_useful_ms": 21406.640107743442, "first_useful_ms": 21410.992157645524, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 4.321998916566372, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.4914823696017265, "optional_ms": 93.57716236263514, "queue_ms": 0.0, "required_to_ready_ms": 21275.62436182052, "submission_ack_ms": 1.4580003917217255, "total_ms": 21369.781124405563}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a35cca4e-5db8-45b2-afec-843b5362ffba", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.completed_at", "columns": ["ct.trade_bookings.completed_at"], "end": 95, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "When the trade completed/settled. Date column for the realized (settled) commission reading.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "completion date", "multi": false, "options": [], "phrase": "completed at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 80, "system": "CT", "text": "completion date"}, {"clarify_case": null, "column": "ct.trade_bookings.settlement_at", "columns": ["ct.trade_bookings.settlement_at"], "end": 132, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The client's settlement DEADLINE (the must-settle-by date so the payment firm honours delivery) \u2014 NOT when revenue is realized. It is populated even on trades that have not settled yet (e.g. awaiting_funds). Do NOT date realized/settled money on this; use completed_at.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "settlement deadline", "multi": false, "options": [], "phrase": "settlement at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 113, "system": "CT", "text": "settlement deadline"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 207, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 200, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 246, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 237, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a35cca4e-5db8-45b2-afec-843b5362ffba", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "0e557327-4566-4b01-9bd2-574f266d2b4a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "ed68d744-2837-49dc-a209-5d985955e526", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2e60a854d9f91abc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d156de7f9605a9c4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "1eb91e980224ed85", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1eb91e980224ed85", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "refusal", "pivot": null, "query_id": "a35cca4e-5db8-45b2-afec-843b5362ffba", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-a35cca4e-5db8-45b2-afec-843b5362ffba", "trace_snapshot": {"job": {"job_id": "1c1e1ae7-846b-4bc7-a6d0-b740b088e624", "optional_status": "done", "timing": {"base_persistence_ms": 1.4914823696017265, "optional_ms": 93.57716236263514, "queue_ms": 0.0, "required_to_ready_ms": 21275.62436182052, "submission_ack_ms": 1.4580003917217255, "total_ms": 21369.781124405563}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_zero_booked_commission:t3:base:repeat1", "case_id": "independent11:known_zero_booked_commission:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 26015.58384578675, "conversation_case_id": "independent11:known_zero_booked_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11056}, {"user_id": 11049}, {"user_id": 11042}, {"user_id": 11035}, {"user_id": 11028}, {"user_id": 11021}, {"user_id": 11014}, {"user_id": 11007}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 26001.75280775875, "feature_first_useful_ms": 11615.669888444245, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 11629.012139514089, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 13.264919631183147, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.8227118998765945, "first_useful_ms": 11498.572713695467, "optional_ms": 14280.027343891561, "queue_ms": 0.0, "required_to_ready_ms": 11498.572713695467, "submission_ack_ms": 3.216641955077648, "total_ms": 25779.049394652247}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "8 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:known_zero_booked_commission:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 8, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9a6896d4-007d-406f-a50b-cb4f4bb22efe", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT accounts of a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 99, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 89, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 206, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 199, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:7309e4ddfa4a7257", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 8, "keys": ["11056", "11049", "11042", "11035", "11028", "11021", "11014", "11007"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 8, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9a6896d4-007d-406f-a50b-cb4f4bb22efe", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "7156b42a-b61c-4124-8b9d-e38d3f72b202", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 21.0}, "created_at": "2026-09-06T12:00:00Z", "data": [[11056, "Fictional Company 56", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11028, "Fictional Company 28", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 156.10453113913536, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND NOT tb.sell_currency_to_gbp_rate IS NULL JOIN public.trade_details AS td ON td.trade_booking_id = tb.id AND NOT td.commission IS NULL WHERE NOT a.skip_commission_calculations IS TRUE GROUP BY a.id HAVING COALESCE(SUM(td.commission), 0) = 0 ORDER BY a.id DESC NULLS LAST", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.trade_bookings AS tb\n  ON tb.user_id = a.id\n  AND (\n    tb.status <> 'closed' AND tb.deleted_at IS NULL\n  )\n  AND NOT tb.sell_currency_to_gbp_rate IS NULL\nJOIN public.trade_details AS td\n  ON td.trade_booking_id = tb.id AND NOT td.commission IS NULL\nWHERE\n  NOT a.skip_commission_calculations IS TRUE\nGROUP BY\n  a.id\nHAVING\n  COALESCE(SUM(td.commission), 0) = 0\nORDER BY\n  a.id DESC NULLS LAST", "guard": null, "id": "627fb9b1-f48b-4d0a-9e96-7deea8397db0", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "8 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e6a769f70f5a2734", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e6a769f70f5a2734", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "9a6896d4-007d-406f-a50b-cb4f4bb22efe", "row_count": 8, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, trade_bookings, and trade_details.", "Keeps only rows matching filters on skip_commission_calculations.", "Groups the results by id."], "model": null, "provider": null, "summary": "Reads rows from accounts, trade_bookings, and trade_details grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6000c3343af5dec40468df292b0", "trace_snapshot": {"child_trace_ids": ["7696f600ced06990bc5547fcace4258e"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6000c3343af5dec40468df292b0", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "1e92ba00-219e-4d77-bfe0-4c5be0438077", "optional_status": "done", "timing": {"base_persistence_ms": 1.8227118998765945, "first_useful_ms": 11498.572713695467, "optional_ms": 14280.027343891561, "queue_ms": 0.0, "required_to_ready_ms": 11498.572713695467, "submission_ack_ms": 3.216641955077648, "total_ms": 25779.049394652247}}, "row_count": 8, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 9.76, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 156.1, "validate_ms": 0.0}, "trace_id": "7696f6000c3343af5dec40468df292b0", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deadline_actual_date_disagreement:t2:base:repeat1", "case_id": "independent11:deadline_actual_date_disagreement:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20475.910131819546, "conversation_case_id": "independent11:deadline_actual_date_disagreement:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 56}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20473.13181683421, "feature_first_useful_ms": 20461.32690925151, "first_useful_ms": 20463.869745843112, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 2.5044558569788933, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.860553726553917, "optional_ms": 64.23734966665506, "queue_ms": 0.0, "required_to_ready_ms": 20156.425966881216, "submission_ack_ms": 1.377617008984089, "total_ms": 20222.27602172643}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:deadline_actual_date_disagreement:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "211d4017-c6e7-4236-acba-5df7c6a29803", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.completed_at", "columns": ["ct.trade_bookings.completed_at"], "end": 91, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "When the trade completed/settled. Date column for the realized (settled) commission reading.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "completion date", "multi": false, "options": [], "phrase": "completed at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 76, "system": "CT", "text": "completion date"}, {"clarify_case": null, "column": "ct.trade_bookings.settlement_at", "columns": ["ct.trade_bookings.settlement_at"], "end": 128, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The client's settlement DEADLINE (the must-settle-by date so the payment firm honours delivery) \u2014 NOT when revenue is realized. It is populated even on trades that have not settled yet (e.g. awaiting_funds). Do NOT date realized/settled money on this; use completed_at.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "settlement deadline", "multi": false, "options": [], "phrase": "settlement at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 109, "system": "CT", "text": "settlement deadline"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 249, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 243, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "211d4017-c6e7-4236-acba-5df7c6a29803", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "0e557327-4566-4b01-9bd2-574f266d2b4a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "f70bbba3-9374-4203-a636-33a85eb43ea3", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a2352eef328c25cb", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request cannot be fulfilled: it requires the tables ct.client_360 and pipedrive.* which are not present in the provided schema (only public.* tables exist), and the 'one row per user_id with client_count' grain conflicts with a distinct-count answer.\",\n  ", "prompt_sha256": "1e2ccb3391a2a047", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "2387956de10e2cee", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2387956de10e2cee", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "refusal", "pivot": null, "query_id": "211d4017-c6e7-4236-acba-5df7c6a29803", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-211d4017-c6e7-4236-acba-5df7c6a29803", "trace_snapshot": {"job": {"job_id": "f9770880-5489-492d-b9be-8a956d953b69", "optional_status": "done", "timing": {"base_persistence_ms": 3.860553726553917, "optional_ms": 64.23734966665506, "queue_ms": 0.0, "required_to_ready_ms": 20156.425966881216, "submission_ack_ms": 1.377617008984089, "total_ms": 20222.27602172643}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 8}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_zero_booked_commission:t4:base:repeat1", "case_id": "independent11:known_zero_booked_commission:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13063.829579390585, "conversation_case_id": "independent11:known_zero_booked_commission:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13060.1289216429, "feature_first_useful_ms": 10403.22002209723, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 10406.473064795136, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2161101698875427, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.1646499410271645, "first_useful_ms": 10351.936561055481, "optional_ms": 2510.9579358249903, "queue_ms": 0.0, "required_to_ready_ms": 10351.936561055481, "submission_ack_ms": 1.4849817380309105, "total_ms": 12863.983195275068}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 8.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:known_zero_booked_commission:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "4bdb1789-d3de-4411-99f6-71835b06f6b8", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the CT accounts of any role with at least one...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_details.commission", "columns": ["ct.trade_details.commission"], "end": 74, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "CT realized commission in GBP \u2014 THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.", "federation_rule": "Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).", "matched_term": "commission", "multi": false, "options": [], "phrase": "trade details commission", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 64, "system": "CT", "text": "commission"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 198, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 192, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "4bdb1789-d3de-4411-99f6-71835b06f6b8", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "7156b42a-b61c-4124-8b9d-e38d3f72b202", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.5e-06, "estimated_rows": 1, "ms_estimate": 0.17500000000000002, "rows": 1, "total_cost": 1324.64}, "created_at": "2026-09-06T12:00:00Z", "data": [[8]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 180.579318664968, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a WHERE a.id IN (SELECT tb.user_id FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE ((tb.status <> 'closed' AND tb.deleted_at IS NULL) AND NOT a.skip_commission_calculations IS TRUE AND NOT tb.sell_currency_to_gbp_rate IS NULL AND NOT td.commission IS NULL) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY tb.user_id HAVING SUM(td.commission) = 0)", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nWHERE\n  a.id IN (\n    SELECT\n      tb.user_id\n    FROM public.trade_bookings AS tb\n    JOIN public.trade_details AS td\n      ON td.trade_booking_id = tb.id\n    WHERE\n      (\n        (\n          tb.status <> 'closed' AND tb.deleted_at IS NULL\n        )\n        AND NOT a.skip_commission_calculations IS TRUE\n        AND NOT tb.sell_currency_to_gbp_rate IS NULL\n        AND NOT td.commission IS NULL\n      )\n      AND NOT tb.user_id IN (\n        SELECT\n          id\n        FROM public.accounts\n        WHERE\n          id = 1 OR email ILIKE '%@currencytransfer.com'\n      )\n    GROUP BY\n      tb.user_id\n    HAVING\n      SUM(td.commission) = 0\n  )", "guard": null, "id": "2fe77c53-69d9-4748-9ed7-629fe7718a26", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month.", "Compare client count with the previous period."], "insight_headline": "First returned row \u2014 client_count: 8.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a11c2c121147b604", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a11c2c121147b604", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "4bdb1789-d3de-4411-99f6-71835b06f6b8", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, trade_bookings, and trade_details.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on id, user_id, trade_booking_id, commission, sell_currency_to_gbp_rate, skip_commission_calculations, status, deleted_at, and email."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, trade_bookings, and trade_details.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60073545ba032484090bdc2bb9d", "trace_snapshot": {"child_trace_ids": ["7696f600aa52347378794824866668d4"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60073545ba032484090bdc2bb9d", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "b2c968f2-9c2f-4167-8fc1-44d51158a23d", "optional_status": "done", "timing": {"base_persistence_ms": 3.1646499410271645, "first_useful_ms": 10351.936561055481, "optional_ms": 2510.9579358249903, "queue_ms": 0.0, "required_to_ready_ms": 10351.936561055481, "submission_ack_ms": 1.4849817380309105, "total_ms": 12863.983195275068}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 5.17, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 180.58, "validate_ms": 0.0}, "trace_id": "7696f60073545ba032484090bdc2bb9d", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deadline_actual_date_disagreement:t3:base:repeat1", "case_id": "independent11:deadline_actual_date_disagreement:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13679.948993958533, "conversation_case_id": "independent11:deadline_actual_date_disagreement:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11059}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11055}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11052}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11047}, {"user_id": 11046}, {"user_id": 11045}, {"user_id": 11044}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11036}, {"user_id": 11035}, {"user_id": 11034}, {"user_id": 11033}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11028}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11023}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11020}, {"user_id": 11019}, {"user_id": 11018}, {"user_id": 11017}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11012}, {"user_id": 11011}, {"user_id": 11010}, {"user_id": 11009}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13677.173027768731, "feature_first_useful_ms": 13666.694035753608, "first_useful_ms": 13669.21672411263, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 2.4961773306131363, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.4515100046992302, "optional_ms": 65.77819306403399, "queue_ms": 0.0, "required_to_ready_ms": 13543.190700002015, "submission_ack_ms": 1.3151858001947403, "total_ms": 13609.502241015434}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:deadline_actual_date_disagreement:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e2fc6107-4331-4f68-a812-a4036335f6e6", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.completed_at", "columns": ["ct.trade_bookings.completed_at"], "end": 109, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "When the trade completed/settled. Date column for the realized (settled) commission reading.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "completion date", "multi": false, "options": [], "phrase": "completed at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 94, "system": "CT", "text": "completion date"}, {"clarify_case": null, "column": "ct.trade_bookings.settlement_at", "columns": ["ct.trade_bookings.settlement_at"], "end": 146, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The client's settlement DEADLINE (the must-settle-by date so the payment firm honours delivery) \u2014 NOT when revenue is realized. It is populated even on trades that have not settled yet (e.g. awaiting_funds). Do NOT date realized/settled money on this; use completed_at.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "settlement deadline", "multi": false, "options": [], "phrase": "settlement at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 127, "system": "CT", "text": "settlement deadline"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 255, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 248, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e2fc6107-4331-4f68-a812-a4036335f6e6", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "0e557327-4566-4b01-9bd2-574f266d2b4a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "729183b3-eb64-4aec-9164-805afa606140", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5b00f8eb2caeea4c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1edcbcd00caa1588", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "9c415da1ab36ecba", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9c415da1ab36ecba", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "refusal", "pivot": null, "query_id": "e2fc6107-4331-4f68-a812-a4036335f6e6", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-e2fc6107-4331-4f68-a812-a4036335f6e6", "trace_snapshot": {"job": {"job_id": "b647717e-84d6-4a00-9b9c-96d0c9fbb143", "optional_status": "done", "timing": {"base_persistence_ms": 1.4515100046992302, "optional_ms": 65.77819306403399, "queue_ms": 0.0, "required_to_ready_ms": 13543.190700002015, "submission_ack_ms": 1.3151858001947403, "total_ms": 13609.502241015434}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:london_signup_month_edge:t1:base:repeat1", "case_id": "independent11:london_signup_month_edge:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14852.263182401657, "conversation_case_id": "independent11:london_signup_month_edge:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11011}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11023}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11035}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11047}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11059}, {"user_id": 11061}, {"user_id": 11062}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14846.338889561594, "feature_first_useful_ms": 14789.612518623471, "first_useful_ms": 14795.218981802464, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 5.558461882174015, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1797109618782997, "optional_ms": 70.69043256342411, "queue_ms": 0.0, "required_to_ready_ms": 14635.566776618361, "submission_ack_ms": 1.523052342236042, "total_ms": 14706.686384044588}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "220cdf4f-3523-41d5-aa4d-47b92e7e4344", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 37, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 149, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 142, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 188, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 179, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "220cdf4f-3523-41d5-aa4d-47b92e7e4344", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "a4c5a801-2a77-4b68-83d4-112ef67ab386", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "44d7a204-6526-4aa9-be40-b4f561cb92ce", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked", "calendar-window-defaults"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a9219a282fab79c4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fff1d849e54718a3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "4105fa89a792163a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4105fa89a792163a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "refusal", "pivot": null, "query_id": "220cdf4f-3523-41d5-aa4d-47b92e7e4344", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-220cdf4f-3523-41d5-aa4d-47b92e7e4344", "trace_snapshot": {"job": {"job_id": "4a4d99de-ab33-442b-80ef-3b147e772bb9", "optional_status": "done", "timing": {"base_persistence_ms": 1.1797109618782997, "optional_ms": 70.69043256342411, "queue_ms": 0.0, "required_to_ready_ms": 14635.566776618361, "submission_ack_ms": 1.523052342236042, "total_ms": 14706.686384044588}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deadline_actual_date_disagreement:t4:base:repeat1", "case_id": "independent11:deadline_actual_date_disagreement:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20096.62056900561, "conversation_case_id": "independent11:deadline_actual_date_disagreement:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 56}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20094.11610290408, "feature_first_useful_ms": 20081.148925237358, "first_useful_ms": 20083.21657590568, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 2.040589228272438, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.1697944030165672, "optional_ms": 60.59664487838745, "queue_ms": 0.0, "required_to_ready_ms": 19930.392595008016, "submission_ack_ms": 1.3586273416876793, "total_ms": 19991.464235819876}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:deadline_actual_date_disagreement:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d1b30651-d17d-4acb-8433-06dd77fb0860", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.completed_at", "columns": ["ct.trade_bookings.completed_at"], "end": 84, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "When the trade completed/settled. Date column for the realized (settled) commission reading.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "completion date", "multi": false, "options": [], "phrase": "completed at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 69, "system": "CT", "text": "completion date"}, {"clarify_case": null, "column": "ct.trade_bookings.settlement_at", "columns": ["ct.trade_bookings.settlement_at"], "end": 121, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The client's settlement DEADLINE (the must-settle-by date so the payment firm honours delivery) \u2014 NOT when revenue is realized. It is populated even on trades that have not settled yet (e.g. awaiting_funds). Do NOT date realized/settled money on this; use completed_at.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "settlement deadline", "multi": false, "options": [], "phrase": "settlement at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 102, "system": "CT", "text": "settlement deadline"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 247, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 241, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d1b30651-d17d-4acb-8433-06dd77fb0860", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "0e557327-4566-4b01-9bd2-574f266d2b4a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "d971ba57-555d-41d0-947e-4d89a85e683f", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "52ba634eab707c30", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ada521ebf62f5098", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "381731ab9ade7f7f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "381731ab9ade7f7f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "refusal", "pivot": null, "query_id": "d1b30651-d17d-4acb-8433-06dd77fb0860", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-d1b30651-d17d-4acb-8433-06dd77fb0860", "trace_snapshot": {"job": {"job_id": "da8698b1-9770-42e3-b527-4b6a663ccba0", "optional_status": "done", "timing": {"base_persistence_ms": 2.1697944030165672, "optional_ms": 60.59664487838745, "queue_ms": 0.0, "required_to_ready_ms": 19930.392595008016, "submission_ack_ms": 1.3586273416876793, "total_ms": 19991.464235819876}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:london_signup_month_edge:t2:base:repeat1", "case_id": "independent11:london_signup_month_edge:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20493.201446719468, "conversation_case_id": "independent11:london_signup_month_edge:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 17}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20490.650079213083, "feature_first_useful_ms": 20481.376219540834, "first_useful_ms": 20483.621646650136, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 2.2055068984627724, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.077871933579445, "optional_ms": 62.531691044569016, "queue_ms": 0.0, "required_to_ready_ms": 20224.593622609973, "submission_ack_ms": 1.4504501596093178, "total_ms": 20287.59911004454}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:london_signup_month_edge:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e7c9130e-96ad-4198-b8be-1ed56e5e1363", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 41, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 33, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 191, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 185, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e7c9130e-96ad-4198-b8be-1ed56e5e1363", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "a4c5a801-2a77-4b68-83d4-112ef67ab386", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "2a8c16a1-a930-495e-b503-ebbf314b54bd", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8526e4f7620b1174", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "f88f2c2da8b0749c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": false, "model": "glm-5.2", "prompt_sha256": "df24300ff1eaa233", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "df24300ff1eaa233", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "refusal", "pivot": null, "query_id": "e7c9130e-96ad-4198-b8be-1ed56e5e1363", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-e7c9130e-96ad-4198-b8be-1ed56e5e1363", "trace_snapshot": {"job": {"job_id": "0533434e-4bbb-4107-b4d2-543e8b1309bd", "optional_status": "done", "timing": {"base_persistence_ms": 2.077871933579445, "optional_ms": 62.531691044569016, "queue_ms": 0.0, "required_to_ready_ms": 20224.593622609973, "submission_ack_ms": 1.4504501596093178, "total_ms": 20287.59911004454}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:first_booked_before_first_broker:t1:base:repeat1", "case_id": "independent11:first_booked_before_first_broker:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 26402.9658511281, "conversation_case_id": "independent11:first_booked_before_first_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11003}, {"user_id": 11005}, {"user_id": 11006}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11018}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11027}, {"user_id": 11029}, {"user_id": 11030}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11039}, {"user_id": 11041}, {"user_id": 11042}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11051}, {"user_id": 11053}, {"user_id": 11054}, {"user_id": 11061}, {"user_id": 11062}, {"user_id": 11063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 26393.444801680744, "feature_first_useful_ms": 26381.35366421193, "first_useful_ms": 26390.425466932356, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 9.041202254593372, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.175736241042614, "optional_ms": 81.17226604372263, "queue_ms": 0.0, "required_to_ready_ms": 26205.04523999989, "submission_ack_ms": 1.4029089361429214, "total_ms": 26286.705342121422}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7affe767-e950-460c-b470-bd72f9cca04f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 115, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 109, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 149, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 142, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 188, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 179, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7affe767-e950-460c-b470-bd72f9cca04f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "d2f04c88-a6a2-4c13-8620-ab9cc1d06e57", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT a.id AS user_id FROM public.accounts a JOIN (SELECT user_id, MIN(traded_at) AS first_trade FROM public.trade_bookings WHERE deleted_at IS NULL AND status <> 'closed' AND user_id IS NOT NULL GROUP BY 1) t ON t.user_id = a.id JOIN (SELECT user_id, MIN(verified_at) AS first_verified FROM public.broker_accounts WHERE verified_at IS NOT NULL AND deleted_at IS NULL AND user_id IS NOT NULL GROUP BY 1) v ON v.user_id = a.id WHERE t.first_trade < v.first_verified ORDER BY 1"}, {"source": "gold", "sql": "SELECT tb.user_id FROM public.trade_bookings tb JOIN public.broker_accounts ba ON ba.user_id = tb.user_id AND ba.deleted_at IS NULL WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND tb.traded_at IS NOT NULL AND ba.verified_at IS NOT NULL GROUP BY tb.user_id HAVING MIN(tb.traded_at) < MIN(ba.verified_at) ORDER BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "73ce6401-710e-40ce-838c-987a7e62a711", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "aa027c4928bfcfce", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5bed2ac10d7ae882", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "8bd49ea9f1e04edc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8bd49ea9f1e04edc", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "7affe767-e950-460c-b470-bd72f9cca04f", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-7affe767-e950-460c-b470-bd72f9cca04f", "trace_snapshot": {"job": {"job_id": "6b156d72-ca2c-4c8a-bb9d-02e274e18a8a", "optional_status": "done", "timing": {"base_persistence_ms": 2.175736241042614, "optional_ms": 81.17226604372263, "queue_ms": 0.0, "required_to_ready_ms": 26205.04523999989, "submission_ack_ms": 1.4029089361429214, "total_ms": 26286.705342121422}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:london_signup_month_edge:t3:base:repeat1", "case_id": "independent11:london_signup_month_edge:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17912.18796186149, "conversation_case_id": "independent11:london_signup_month_edge:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11062}, {"user_id": 11061}, {"user_id": 11059}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11047}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11035}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11023}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11011}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17910.11375002563, "feature_first_useful_ms": 17899.43630155176, "first_useful_ms": 17901.254944503307, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 1.7902720719575882, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9352127090096474, "optional_ms": 57.92332161217928, "queue_ms": 0.0, "required_to_ready_ms": 17789.60799332708, "submission_ack_ms": 1.4014281332492828, "total_ms": 17848.00495300442}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:london_signup_month_edge:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "191e305b-7bb6-4bc9-a763-043ce56c62d1", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 59, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 51, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 197, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 190, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "191e305b-7bb6-4bc9-a763-043ce56c62d1", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "a4c5a801-2a77-4b68-83d4-112ef67ab386", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "036aa041-d684-4e22-95ed-e1698b07cea5", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked", "calendar-window-defaults"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1f186ca1b04f1f85", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "44b269c7ac06c7e7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "8d2b0fc18626a747", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8d2b0fc18626a747", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "refusal", "pivot": null, "query_id": "191e305b-7bb6-4bc9-a763-043ce56c62d1", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-191e305b-7bb6-4bc9-a763-043ce56c62d1", "trace_snapshot": {"job": {"job_id": "1153ae0b-2803-4df9-98b8-3b9091d43243", "optional_status": "done", "timing": {"base_persistence_ms": 0.9352127090096474, "optional_ms": 57.92332161217928, "queue_ms": 0.0, "required_to_ready_ms": 17789.60799332708, "submission_ack_ms": 1.4014281332492828, "total_ms": 17848.00495300442}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:london_signup_month_edge:t4:base:repeat1", "case_id": "independent11:london_signup_month_edge:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 22491.534989327192, "conversation_case_id": "independent11:london_signup_month_edge:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 17}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 22489.25139196217, "feature_first_useful_ms": 22461.427389644086, "first_useful_ms": 22463.383765891194, "fixture": "base", "guard": "CalendarSemanticsError", "http_status": 202, "independent_oracle_ms": 1.9278358668088913, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.8236329779028893, "optional_ms": 71.1731817573309, "queue_ms": 0.0, "required_to_ready_ms": 22352.68382821232, "submission_ack_ms": 1.4094999060034752, "total_ms": 22424.95354730636}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:london_signup_month_edge:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "406276b7-c619-4694-acf3-41680ae2d12d", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 34, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 26, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 189, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 183, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "406276b7-c619-4694-acf3-41680ae2d12d", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "a4c5a801-2a77-4b68-83d4-112ef67ab386", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": "CalendarSemanticsError", "id": "40f7cfd9-369b-4078-af19-1ed7a965c43b", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The requested source table ct.client_360 is not present in the provided schema (only public.* tables exist), so a compliant query cannot be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"No ct.client_360 or pipedrive.* tables exist in the schema; t", "prompt_sha256": "6fa784a9451013fd", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2b3c0049169b83e1", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "cddd2a2976a89089", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "cddd2a2976a89089", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "refusal", "pivot": null, "query_id": "406276b7-c619-4694-acf3-41680ae2d12d", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types."}, "time_window": null, "trace_id": "federated-406276b7-c619-4694-acf3-41680ae2d12d", "trace_snapshot": {"job": {"job_id": "10cfe9b2-6839-4b73-8ab8-a15e6e092048", "optional_status": "done", "timing": {"base_persistence_ms": 1.8236329779028893, "optional_ms": 71.1731817573309, "queue_ms": 0.0, "required_to_ready_ms": 22352.68382821232, "submission_ack_ms": 1.4094999060034752, "total_ms": 22424.95354730636}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "CalendarSemanticsError"}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone", "class": "semantic", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:first_booked_before_first_broker:t2:base:repeat1", "case_id": "independent11:first_booked_before_first_broker:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 26251.648764126003, "conversation_case_id": "independent11:first_booked_before_first_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 28}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 26243.747130967677, "feature_first_useful_ms": 26233.562028966844, "first_useful_ms": 26241.218424402177, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 7.619073614478111, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.6697730645537376, "optional_ms": 67.72653106600046, "queue_ms": 0.0, "required_to_ready_ms": 25932.796250097454, "submission_ack_ms": 1.6312766820192337, "total_ms": 26001.070700585842}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:first_booked_before_first_broker:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5bbef5ad-33a2-4352-8aab-7404be16dc32", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 111, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 105, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 191, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 185, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5bbef5ad-33a2-4352-8aab-7404be16dc32", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "d2f04c88-a6a2-4c13-8620-ab9cc1d06e57", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "868d9a39-0567-495e-8e16-354d23095289", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on a ct.client_360 table (and 'first checked result' membership) that is not present in the provided schema, so no reliable query can be generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_360 is not in the available schema", "prompt_sha256": "c8209907011aa14f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "79cda7cf10656035", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "707d0f4e8005ebdb", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "707d0f4e8005ebdb", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "5bbef5ad-33a2-4352-8aab-7404be16dc32", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-5bbef5ad-33a2-4352-8aab-7404be16dc32", "trace_snapshot": {"job": {"job_id": "f00c6b96-4af4-4c85-85ce-74a4fe006b4e", "optional_status": "done", "timing": {"base_persistence_ms": 2.6697730645537376, "optional_ms": 67.72653106600046, "queue_ms": 0.0, "required_to_ready_ms": 25932.796250097454, "submission_ack_ms": 1.6312766820192337, "total_ms": 26001.070700585842}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:first_booked_before_first_broker:t3:base:repeat1", "case_id": "independent11:first_booked_before_first_broker:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12760.576088912785, "conversation_case_id": "independent11:first_booked_before_first_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11018}, {"user_id": 11017}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12751.186333596706, "feature_first_useful_ms": 12741.357853636146, "first_useful_ms": 12750.343904830515, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 8.891638368368149, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.059329025447369, "optional_ms": 82.32961688190699, "queue_ms": 0.0, "required_to_ready_ms": 12449.366747401655, "submission_ack_ms": 1.6521168872714043, "total_ms": 12533.221147023141}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:first_booked_before_first_broker:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ce159305-59b3-40f7-9ce4-f3fa863f6144", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 129, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 123, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 197, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 190, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ce159305-59b3-40f7-9ce4-f3fa863f6144", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "d2f04c88-a6a2-4c13-8620-ab9cc1d06e57", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "994d4b31-701a-4563-98cc-01a5f890985d", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on an unavailable prior result ('the first result') and the ct.client_360 table, which is not in the provided schema, so no query can be confidently generated.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_360 is not present in ", "prompt_sha256": "6fafbbe74096647e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "01f7d0ad29cd87b2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "01f7d0ad29cd87b2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "ce159305-59b3-40f7-9ce4-f3fa863f6144", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-ce159305-59b3-40f7-9ce4-f3fa863f6144", "trace_snapshot": {"job": {"job_id": "ef34e68f-5b21-40cc-ba4c-8aa8d464e6ce", "optional_status": "done", "timing": {"base_persistence_ms": 6.059329025447369, "optional_ms": 82.32961688190699, "queue_ms": 0.0, "required_to_ready_ms": 12449.366747401655, "submission_ack_ms": 1.6521168872714043, "total_ms": 12533.221147023141}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 1", "client_type": "cfx (corporate)", "user_id": 9871}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 17", "client_type": "unknown", "user_id": 11017}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 29", "client_type": "cfx (corporate)", "user_id": 11029}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:professional_zero_rate_referrals:t1:base:repeat1", "case_id": "independent11:professional_zero_rate_referrals:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21658.79790764302, "conversation_case_id": "independent11:professional_zero_rate_referrals:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 9871}, {"user_id": 11005}, {"user_id": 11013}, {"user_id": 11017}, {"user_id": 11025}, {"user_id": 11029}, {"user_id": 11037}, {"user_id": 11041}, {"user_id": 11049}, {"user_id": 11053}, {"user_id": 11061}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21653.609978035092, "feature_first_useful_ms": 11640.346533618867, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 11644.978483207524, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.599529318511486, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.559192039072514, "first_useful_ms": 11351.960959844291, "optional_ms": 10113.4316585958, "queue_ms": 0.0, "required_to_ready_ms": 11351.960959844291, "submission_ack_ms": 1.7352793365716934, "total_ms": 21467.221121303737}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "11 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 11, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "fdd40dc4-600b-4a61-a2dc-6bb8a335593b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT client records referred by ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 23, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 74, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "professional affiliate", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 52, "system": "CT", "text": "professional affiliate"}, {"clarify_case": null, "column": "ct.affiliate_details.commission_rate", "columns": ["ct.affiliate_details.commission_rate"], "end": 96, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Affiliate commission rate; commission_rate > 0 marks a professional affiliate.", "federation_rule": null, "matched_term": "commission rate", "multi": false, "options": [], "phrase": "affiliate details commission rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 81, "system": "CT", "text": "commission rate"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 125, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 118, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 164, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 155, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:2efb5b12390f95d1", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 11, "keys": ["9871", "11005", "11013", "11017", "11025", "11029", "11037", "11041", "11049", "11053", "11061"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 11, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "fdd40dc4-600b-4a61-a2dc-6bb8a335593b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "1030fe57-f870-40ca-a1c4-6e717cab6d77", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4e-06, "estimated_rows": 1, "ms_estimate": 0.2, "rows": 1, "total_cost": 14.88}, "created_at": "2026-09-06T12:00:00Z", "data": [[9871, "Fictional Company 1", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11017, "Fictional Company 17", "unknown"], [11025, "Fictional Company 25", "cfx (corporate)"], [11029, "Fictional Company 29", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11061, "Fictional Company 61", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 143.03543604910374, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS ref ON ref.id = a.affiliate_id JOIN public.affiliate_details AS ad ON ad.affiliate_id = ref.id WHERE NOT a.affiliate_id IS NULL AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner') AND ad.commission_rate = 0 GROUP BY a.id ORDER BY a.id LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.accounts AS ref\n  ON ref.id = a.affiliate_id\nJOIN public.affiliate_details AS ad\n  ON ad.affiliate_id = ref.id\nWHERE\n  NOT a.affiliate_id IS NULL\n  AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n  AND ad.commission_rate = 0\nGROUP BY\n  a.id\nORDER BY\n  a.id\nLIMIT 10000", "guard": null, "id": "87d9b109-f7a3-45eb-9df9-cca29e960cb3", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "11 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fc87f5d28518bf6b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fc87f5d28518bf6b", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT client records referred by a professional affiliate whose commission rate is zero. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "fdd40dc4-600b-4a61-a2dc-6bb8a335593b", "row_count": 11, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and affiliate_details.", "Keeps only rows matching filters on commission_rate, role, and affiliate_id.", "Groups the results by id."], "model": null, "provider": null, "summary": "Reads rows from accounts and affiliate_details grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60064ec4effdd534952a105d96f", "trace_snapshot": {"child_trace_ids": ["7696f6009c3f5052ef2b42fda0de1de1"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60064ec4effdd534952a105d96f", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "6f307fea-0273-4d6b-a895-2aa7ea6770e6", "optional_status": "done", "timing": {"base_persistence_ms": 5.559192039072514, "first_useful_ms": 11351.960959844291, "optional_ms": 10113.4316585958, "queue_ms": 0.0, "required_to_ready_ms": 11351.960959844291, "submission_ack_ms": 1.7352793365716934, "total_ms": 21467.221121303737}}, "row_count": 11, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 2.96, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 143.04, "validate_ms": 0.0}, "trace_id": "7696f60064ec4effdd534952a105d96f", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:first_booked_before_first_broker:t4:base:repeat1", "case_id": "independent11:first_booked_before_first_broker:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17662.712931632996, "conversation_case_id": "independent11:first_booked_before_first_broker:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 28}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17651.6492376104, "feature_first_useful_ms": 17639.290330931544, "first_useful_ms": 17650.05191322416, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 10.710380040109158, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.3783158287405968, "optional_ms": 74.11426398903131, "queue_ms": 0.0, "required_to_ready_ms": 17483.800661750138, "submission_ack_ms": 1.3209860771894455, "total_ms": 17558.807686902583}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:first_booked_before_first_broker:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "2a6b7789-f24a-4b5c-b9a1-47a116b8613f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 104, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 98, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 189, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 183, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "2a6b7789-f24a-4b5c-b9a1-47a116b8613f", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "d2f04c88-a6a2-4c13-8620-ab9cc1d06e57", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "3068b47b-24c3-49ae-83fd-f7a61efcf865", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request references 'the third result' from a prior multi-step sequence that is not available here, so the cohort to keep cannot be determined.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"'The third result' is an external dependency with no supplied val", "prompt_sha256": "39ce27cc7f2d4bea", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a8acc2ebdb574e2a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a8acc2ebdb574e2a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "2a6b7789-f24a-4b5c-b9a1-47a116b8613f", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-2a6b7789-f24a-4b5c-b9a1-47a116b8613f", "trace_snapshot": {"job": {"job_id": "2dce3c9f-12bd-44fe-b907-2a25bcd58641", "optional_status": "done", "timing": {"base_persistence_ms": 3.3783158287405968, "optional_ms": 74.11426398903131, "queue_ms": 0.0, "required_to_ready_ms": 17483.800661750138, "submission_ack_ms": 1.3209860771894455, "total_ms": 17558.807686902583}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:customer_referrals_with_reward_event:t1:base:repeat1", "case_id": "independent11:customer_referrals_with_reward_event:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14346.817599609494, "conversation_case_id": "independent11:customer_referrals_with_reward_event:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14342.128456570208, "feature_first_useful_ms": 14313.002179376781, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 14317.4401037395, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.391122609376907, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.535647712647915, "first_useful_ms": 14186.032607220113, "optional_ms": 68.72146856039762, "queue_ms": 0.0, "required_to_ready_ms": 14186.032607220113, "submission_ack_ms": 2.0924825221300125, "total_ms": 14255.23745175451}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3210a85c-cbc0-4d29-b876-83f6b638f537", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT client records referred by ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 60, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "customer", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 52, "system": "CT", "text": "customer"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 88, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "referrer", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 80, "system": "CT", "text": "referrer"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 148, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 141, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 187, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 178, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:43e5bc4dfbad7fd5", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 0, "keys": [], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3210a85c-cbc0-4d29-b876-83f6b638f537", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "0 matching rows \u2014 a filter likely did not bind; verify filters. High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "fdbfa3ef-fa8e-4c97-aa97-164cd7e08ffd", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.05e-05, "estimated_rows": 3, "ms_estimate": 0.525, "rows": 3, "total_cost": 50.29}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 142.33802538365126, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT ri.user_id AS user_id FROM public.referral_invitations AS ri JOIN public.accounts AS ref ON ref.id = ri.affiliate_id JOIN public.reward_events AS re ON re.user_id = ref.id AND re.referred_user_id = ri.user_id WHERE ref.role = 'User' AND NOT ri.user_id IS NULL ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  ri.user_id AS user_id\nFROM public.referral_invitations AS ri\nJOIN public.accounts AS ref\n  ON ref.id = ri.affiliate_id\nJOIN public.reward_events AS re\n  ON re.user_id = ref.id AND re.referred_user_id = ri.user_id\nWHERE\n  ref.role = 'User' AND NOT ri.user_id IS NULL\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "f76b134c-778b-40cc-b912-0d902d3e5a79", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c0b0acd35fad2a21", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c0b0acd35fad2a21", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT client records referred by a customer account where that referrer has a reward event for the same client. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "3210a85c-cbc0-4d29-b876-83f6b638f537", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f60020d7305063bd4414bfbecb4b", "trace_snapshot": {"child_trace_ids": ["7696f600ceaa0520413944dbb5db28ec"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60020d7305063bd4414bfbecb4b", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "7ee2bf8f-9243-4860-9e08-e1c2eb47f8a2", "optional_status": "done", "timing": {"base_persistence_ms": 2.535647712647915, "first_useful_ms": 14186.032607220113, "optional_ms": 68.72146856039762, "queue_ms": 0.0, "required_to_ready_ms": 14186.032607220113, "submission_ack_ms": 2.0924825221300125, "total_ms": 14255.23745175451}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.66, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 142.34, "validate_ms": 0.0}, "trace_id": "7696f60020d7305063bd4414bfbecb4b", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 11}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:professional_zero_rate_referrals:t2:base:repeat1", "case_id": "independent11:professional_zero_rate_referrals:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 27823.105071671307, "conversation_case_id": "independent11:professional_zero_rate_referrals:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 11}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 27820.169870741665, "feature_first_useful_ms": 15896.592166274786, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 15899.13398399949, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5117453187704086, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.895155154168606, "first_useful_ms": 15836.769106797874, "optional_ms": 11902.391430921853, "queue_ms": 0.0, "required_to_ready_ms": 15836.769106797874, "submission_ack_ms": 1.4412589371204376, "total_ms": 27740.752543322742}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 11.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:professional_zero_rate_referrals:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "873cad94-199f-47c0-9919-02859e172c89", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the CT client records referred by a pr...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 25, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 19, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 70, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "professional affiliate", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 48, "system": "CT", "text": "professional affiliate"}, {"clarify_case": null, "column": "ct.affiliate_details.commission_rate", "columns": ["ct.affiliate_details.commission_rate"], "end": 92, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Affiliate commission rate; commission_rate > 0 marks a professional affiliate.", "federation_rule": null, "matched_term": "commission rate", "multi": false, "options": [], "phrase": "affiliate details commission rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 77, "system": "CT", "text": "commission rate"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "873cad94-199f-47c0-9919-02859e172c89", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "1030fe57-f870-40ca-a1c4-6e717cab6d77", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 14.89}, "created_at": "2026-09-06T12:00:00Z", "data": [[11]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 159.2301782220602, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.accounts ref ON ref.id = a.affiliate_id LEFT JOIN public.affiliate_details ad ON ad.affiliate_id = ref.id WHERE a.affiliate_id IS NOT NULL AND ref.role IN ('Affiliate','AffiliateManager','Partner') AND ad.commission_rate = 0", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.accounts AS ref\n  ON ref.id = a.affiliate_id\nLEFT JOIN public.affiliate_details AS ad\n  ON ad.affiliate_id = ref.id\nWHERE\n  NOT a.affiliate_id IS NULL\n  AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n  AND ad.commission_rate = 0", "guard": null, "id": "b4a646be-28b7-4c3a-813e-41b2465d512a", "insight_assumptions": ["Assuming \"revenue\" = booked trading revenue (commission on all non-cancelled trades) \u2014 includes open/forward trades not yet settled \u2014 say 'settled', 'realized', or 'billable' to narrow."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 11.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e252294d5a820d91", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e252294d5a820d91", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT client records referred by a professional affiliate whose commission rate is zero in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "873cad94-199f-47c0-9919-02859e172c89", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and affiliate_details.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on commission_rate, role, and affiliate_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts and affiliate_details.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60096b9aa92d9cc4e57be50ad1a", "trace_snapshot": {"child_trace_ids": ["7696f600d901febb27574d0bb2b8b021"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60096b9aa92d9cc4e57be50ad1a", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f874efd2-d8bb-4dc1-a01f-e20347a74278", "optional_status": "done", "timing": {"base_persistence_ms": 3.895155154168606, "first_useful_ms": 15836.769106797874, "optional_ms": 11902.391430921853, "queue_ms": 0.0, "required_to_ready_ms": 15836.769106797874, "submission_ack_ms": 1.4412589371204376, "total_ms": 27740.752543322742}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 6.3, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 159.23, "validate_ms": 0.0}, "trace_id": "7696f60096b9aa92d9cc4e57be50ad1a", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 29", "client_type": "cfx (corporate)", "user_id": 11029}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 17", "client_type": "unknown", "user_id": 11017}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 1", "client_type": "cfx (corporate)", "user_id": 9871}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:professional_zero_rate_referrals:t3:base:repeat1", "case_id": "independent11:professional_zero_rate_referrals:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14713.022505864501, "conversation_case_id": "independent11:professional_zero_rate_referrals:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11061}, {"user_id": 11053}, {"user_id": 11049}, {"user_id": 11041}, {"user_id": 11037}, {"user_id": 11029}, {"user_id": 11025}, {"user_id": 11017}, {"user_id": 11013}, {"user_id": 11005}, {"user_id": 9871}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14709.805944003165, "feature_first_useful_ms": 10323.15465901047, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 10325.563742779195, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3783324286341667, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3939784839749336, "first_useful_ms": 10137.66545150429, "optional_ms": 4216.765626333654, "queue_ms": 0.0, "required_to_ready_ms": 10137.66545150429, "submission_ack_ms": 1.8119532614946365, "total_ms": 14355.001378804445}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "11 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:professional_zero_rate_referrals:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 11, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "164a58e1-0ae7-464f-a8b1-0e992432150f", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT client record...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 43, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 37, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 88, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "professional affiliate", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 66, "system": "CT", "text": "professional affiliate"}, {"clarify_case": null, "column": "ct.affiliate_details.commission_rate", "columns": ["ct.affiliate_details.commission_rate"], "end": 110, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Affiliate commission rate; commission_rate > 0 marks a professional affiliate.", "federation_rule": null, "matched_term": "commission rate", "multi": false, "options": [], "phrase": "affiliate details commission rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 95, "system": "CT", "text": "commission rate"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 173, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 166, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:66856c1f373a7901", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 11, "keys": ["11061", "11053", "11049", "11041", "11037", "11029", "11025", "11017", "11013", "11005", "9871"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 11, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "164a58e1-0ae7-464f-a8b1-0e992432150f", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "1030fe57-f870-40ca-a1c4-6e717cab6d77", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4e-06, "estimated_rows": 1, "ms_estimate": 0.2, "rows": 1, "total_cost": 14.88}, "created_at": "2026-09-06T12:00:00Z", "data": [[11061, "Fictional Company 61", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11049, "Fictional Company 49", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11029, "Fictional Company 29", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11017, "Fictional Company 17", "unknown"], [11013, "Fictional Company 13", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [9871, "Fictional Company 1", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 147.8379862383008, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS referrer ON referrer.id = a.affiliate_id JOIN public.affiliate_details AS ad ON ad.affiliate_id = referrer.id WHERE NOT a.affiliate_id IS NULL AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner') AND ad.commission_rate = 0 GROUP BY a.id ORDER BY a.id DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.accounts AS referrer\n  ON referrer.id = a.affiliate_id\nJOIN public.affiliate_details AS ad\n  ON ad.affiliate_id = referrer.id\nWHERE\n  NOT a.affiliate_id IS NULL\n  AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n  AND ad.commission_rate = 0\nGROUP BY\n  a.id\nORDER BY\n  a.id DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "4c65d288-f725-4d8b-b483-0b1c2624b7bf", "insight_assumptions": ["Assuming \"revenue\" = booked trading revenue (commission on all non-cancelled trades) \u2014 includes open/forward trades not yet settled \u2014 say 'settled', 'realized', or 'billable' to narrow."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "11 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a8757bca52707dfd", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a8757bca52707dfd", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT client records referred by a professional affiliate whose commission rate is zero from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "164a58e1-0ae7-464f-a8b1-0e992432150f", "row_count": 11, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and affiliate_details.", "Keeps only rows matching filters on commission_rate, role, and affiliate_id.", "Groups the results by id."], "model": null, "provider": null, "summary": "Reads rows from accounts and affiliate_details grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6006fb7afc363914075965e461d", "trace_snapshot": {"child_trace_ids": ["7696f6008c54c9d48128400282536faa"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6006fb7afc363914075965e461d", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "7eafb2ab-8191-4f74-932b-fd5fc341f44b", "optional_status": "done", "timing": {"base_persistence_ms": 1.3939784839749336, "first_useful_ms": 10137.66545150429, "optional_ms": 4216.765626333654, "queue_ms": 0.0, "required_to_ready_ms": 10137.66545150429, "submission_ack_ms": 1.8119532614946365, "total_ms": 14355.001378804445}}, "row_count": 11, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.1, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 147.84, "validate_ms": 0.0}, "trace_id": "7696f6006fb7afc363914075965e461d", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:customer_referrals_with_reward_event:t2:base:repeat1", "case_id": "independent11:customer_referrals_with_reward_event:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 24227.141372859478, "conversation_case_id": "independent11:customer_referrals_with_reward_event:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 24223.874208517373, "feature_first_useful_ms": 8041.4281859993935, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8044.268915429711, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.80911847949028, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.118612639605999, "first_useful_ms": 7989.6360244601965, "optional_ms": 16110.37574801594, "queue_ms": 0.0, "required_to_ready_ms": 7989.6360244601965, "submission_ack_ms": 2.0136283710598946, "total_ms": 24101.12095158547}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:customer_referrals_with_reward_event:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1e7129bd-7ffc-4fc0-986c-652ffe787b16", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the CT client records referred by a cu...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 56, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "customer", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 48, "system": "CT", "text": "customer"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 84, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "referrer", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 76, "system": "CT", "text": "referrer"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:3e5615342e0d94a4", "key_column": "user_id", "key_count": 0, "keys": [], "keys_available": true, "materialized_from_aggregate": true, "over_cap": false}}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1e7129bd-7ffc-4fc0-986c-652ffe787b16", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "fdbfa3ef-fa8e-4c97-aa97-164cd7e08ffd", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.25e-06, "estimated_rows": 1, "ms_estimate": 0.1125, "rows": 1, "total_cost": 0.03}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 143.15547328442335, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT ri.user_id) AS client_count FROM public.referral_invitations AS ri JOIN public.accounts AS ref ON ref.id = ri.affiliate_id JOIN public.reward_events AS re ON re.user_id = ref.id AND re.referred_user_id = ri.user_id WHERE (ref.role = 'User' AND NOT ri.user_id IS NULL) AND FALSE", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT ri.user_id) AS client_count\nFROM public.referral_invitations AS ri\nJOIN public.accounts AS ref\n  ON ref.id = ri.affiliate_id\nJOIN public.reward_events AS re\n  ON re.user_id = ref.id AND re.referred_user_id = ri.user_id\nWHERE\n  (\n    ref.role = 'User' AND NOT ri.user_id IS NULL\n  ) AND FALSE", "guard": null, "id": "8eed84ab-e628-458d-a70a-bfc349063657", "insight_assumptions": ["Using the 0 clients from your previous answer."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "541b7e2a3db787af", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "541b7e2a3db787af", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT client records referred by a customer account where that referrer has a reward event for the same client in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "1e7129bd-7ffc-4fc0-986c-652ffe787b16", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from referral_invitations, accounts, and reward_events.", "Calculates how many DISTINCT ri.user_id there are.", "Keeps only rows matching filters on role and user_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT ri.user_id there are from referral_invitations, accounts, and reward_events.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c8445edafa3d416eafde45e9", "trace_snapshot": {"child_trace_ids": ["7696f6001f56e5e58192446ca3eeabdd"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c8445edafa3d416eafde45e9", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "ab372ebc-c15e-4c40-b13a-f6ecb4a9df20", "optional_status": "done", "timing": {"base_persistence_ms": 2.118612639605999, "first_useful_ms": 7989.6360244601965, "optional_ms": 16110.37574801594, "queue_ms": 0.0, "required_to_ready_ms": 7989.6360244601965, "submission_ack_ms": 2.0136283710598946, "total_ms": 24101.12095158547}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.25, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 143.16, "validate_ms": 0.0}, "trace_id": "7696f600c8445edafa3d416eafde45e9", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:customer_referrals_with_reward_event:t3:base:repeat1", "case_id": "independent11:customer_referrals_with_reward_event:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9381.167740561068, "conversation_case_id": "independent11:customer_referrals_with_reward_event:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9377.95246951282, "feature_first_useful_ms": 9365.935923531651, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 9368.837743997574, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8683794662356377, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1985721066594124, "first_useful_ms": 9200.003483332694, "optional_ms": 74.39263351261616, "queue_ms": 0.0, "required_to_ready_ms": 9200.003483332694, "submission_ack_ms": 1.4428691938519478, "total_ms": 9275.202293880284}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:customer_referrals_with_reward_event:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "77a41b2f-f252-4e9d-aa1a-c5e19bdc21d1", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT client record...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 74, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "customer", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 66, "system": "CT", "text": "customer"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 102, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "referrer", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 94, "system": "CT", "text": "referrer"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 196, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 189, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:9d0acdccce9397bd", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 0, "keys": [], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "77a41b2f-f252-4e9d-aa1a-c5e19bdc21d1", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "0 matching rows \u2014 a filter likely did not bind; verify filters. High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "fdbfa3ef-fa8e-4c97-aa97-164cd7e08ffd", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4e-06, "estimated_rows": 1, "ms_estimate": 0.2, "rows": 1, "total_cost": 24.94}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 142.59248413145542, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS ref ON ref.id = a.affiliate_id JOIN public.reward_events AS re ON re.user_id = ref.id AND re.referred_user_id = a.id WHERE ref.role = 'User' GROUP BY 1 ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.accounts AS ref\n  ON ref.id = a.affiliate_id\nJOIN public.reward_events AS re\n  ON re.user_id = ref.id AND re.referred_user_id = a.id\nWHERE\n  ref.role = 'User'\nGROUP BY\n  1\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "88a507dd-0a4e-41d9-a097-6a58804d08b9", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1da0a93571931310", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1da0a93571931310", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT client records referred by a customer account where that referrer has a reward event for the same client from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "77a41b2f-f252-4e9d-aa1a-c5e19bdc21d1", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6000e8da2d6838b4e3f927d1053", "trace_snapshot": {"child_trace_ids": ["7696f60008e4bcfccd7347deae72d014"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6000e8da2d6838b4e3f927d1053", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "4b0bcf85-24f0-4b2a-96f8-ca0bc6679391", "optional_status": "done", "timing": {"base_persistence_ms": 1.1985721066594124, "first_useful_ms": 9200.003483332694, "optional_ms": 74.39263351261616, "queue_ms": 0.0, "required_to_ready_ms": 9200.003483332694, "submission_ack_ms": 1.4428691938519478, "total_ms": 9275.202293880284}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.02, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 142.59, "validate_ms": 0.0}, "trace_id": "7696f6000e8da2d6838b4e3f927d1053", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:customer_referrals_with_reward_event:t4:base:repeat1", "case_id": "independent11:customer_referrals_with_reward_event:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6702.694586478174, "conversation_case_id": "independent11:customer_referrals_with_reward_event:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6700.120956636965, "feature_first_useful_ms": 6683.695928193629, "first_useful_ms": 6686.016798019409, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.290518954396248, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2974543496966362, "optional_ms": 67.69765261560678, "queue_ms": 0.0, "required_to_ready_ms": 6554.011499509215, "submission_ack_ms": 1.7594704404473305, "total_ms": 6622.20851983875}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:customer_referrals_with_reward_event:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "42f5e9f7-3e39-4bc9-a6a8-9abb8d7a5d91", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 49, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "customer", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 41, "system": "CT", "text": "customer"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 77, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "referrer", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 69, "system": "CT", "text": "referrer"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "42f5e9f7-3e39-4bc9-a6a8-9abb8d7a5d91", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "fdbfa3ef-fa8e-4c97-aa97-164cd7e08ffd", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "83e99f5c-1573-4c4f-87f6-10f76f0b95d4", "insight_assumptions": ["Using the 0 clients from your previous answer."], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "98c48031e1ff9a3e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "98c48031e1ff9a3e", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT client records referred by a customer account where that referrer has a reward event for the same client membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "42f5e9f7-3e39-4bc9-a6a8-9abb8d7a5d91", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-42f5e9f7-3e39-4bc9-a6a8-9abb8d7a5d91", "trace_snapshot": {"job": {"job_id": "2425c3ba-57ff-4e61-940d-d8a974486c69", "optional_status": "done", "timing": {"base_persistence_ms": 1.2974543496966362, "optional_ms": 67.69765261560678, "queue_ms": 0.0, "required_to_ready_ms": 6554.011499509215, "submission_ack_ms": 1.7594704404473305, "total_ms": 6622.20851983875}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 11}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:professional_zero_rate_referrals:t4:base:repeat1", "case_id": "independent11:professional_zero_rate_referrals:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23971.94524295628, "conversation_case_id": "independent11:professional_zero_rate_referrals:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 11}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23968.66305079311, "feature_first_useful_ms": 10467.564375139773, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 10470.39696201682, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.789625898003578, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0775476694107056, "first_useful_ms": 10283.665113151073, "optional_ms": 13463.97093962878, "queue_ms": 0.0, "required_to_ready_ms": 10283.665113151073, "submission_ack_ms": 1.6479166224598885, "total_ms": 23748.136590234935}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 11.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:professional_zero_rate_referrals:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c50b149d-797d-4111-b83f-a60a6d6cba0e", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the CT client records referred by a professio...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 18, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 12, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 63, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "professional affiliate", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 41, "system": "CT", "text": "professional affiliate"}, {"clarify_case": null, "column": "ct.affiliate_details.commission_rate", "columns": ["ct.affiliate_details.commission_rate"], "end": 85, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Affiliate commission rate; commission_rate > 0 marks a professional affiliate.", "federation_rule": null, "matched_term": "commission rate", "multi": false, "options": [], "phrase": "affiliate details commission rate", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 70, "system": "CT", "text": "commission rate"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c50b149d-797d-4111-b83f-a60a6d6cba0e", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "1030fe57-f870-40ca-a1c4-6e717cab6d77", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 14.78}, "created_at": "2026-09-06T12:00:00Z", "data": [[11]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 150.24531912058592, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.accounts ref ON ref.id = a.affiliate_id LEFT JOIN public.affiliate_details ad ON ad.affiliate_id = ref.id WHERE ref.role IN ('Affiliate','AffiliateManager','Partner') AND ad.commission_rate = 0", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.accounts AS ref\n  ON ref.id = a.affiliate_id\nLEFT JOIN public.affiliate_details AS ad\n  ON ad.affiliate_id = ref.id\nWHERE\n  ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n  AND ad.commission_rate = 0", "guard": null, "id": "45e4ea13-9248-4228-8d50-18c6a12b81de", "insight_assumptions": ["Assuming \"revenue\" = booked trading revenue (commission on all non-cancelled trades) \u2014 includes open/forward trades not yet settled \u2014 say 'settled', 'realized', or 'billable' to narrow."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 11.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "70ecee18003a1f97", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "70ecee18003a1f97", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT client records referred by a professional affiliate whose commission rate is zero membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "c50b149d-797d-4111-b83f-a60a6d6cba0e", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and affiliate_details.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on role and commission_rate."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts and affiliate_details.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600a35708805439434bb8c89622", "trace_snapshot": {"child_trace_ids": ["7696f60031aa86b0e60e44a7a29df31a"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600a35708805439434bb8c89622", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f1f21359-3c43-4860-97fa-5f27b50695ce", "optional_status": "done", "timing": {"base_persistence_ms": 1.0775476694107056, "first_useful_ms": 10283.665113151073, "optional_ms": 13463.97093962878, "queue_ms": 0.0, "required_to_ready_ms": 10283.665113151073, "submission_ack_ms": 1.6479166224598885, "total_ms": 23748.136590234935}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 2.78, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 150.25, "validate_ms": 0.0}, "trace_id": "7696f600a35708805439434bb8c89622", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 11902}, {"user_id": 11903}, {"user_id": 11904}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:partner_paid_and_unpaid_statements:t1:base:repeat1", "case_id": "independent11:partner_paid_and_unpaid_statements:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14403.505493886769, "conversation_case_id": "independent11:partner_paid_and_unpaid_statements:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11902}, {"user_id": 11903}, {"user_id": 11904}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14398.157278075814, "feature_first_useful_ms": 10866.758084855974, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 10871.606402099133, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.811856895685196, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.5589014664292336, "first_useful_ms": 10756.128665059805, "optional_ms": 3405.3348498418927, "queue_ms": 0.0, "required_to_ready_ms": 10756.128665059805, "submission_ack_ms": 2.0752213895320892, "total_ms": 14162.213121540844}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "3 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 3, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "2192d3ef-aa49-4523-bfd4-175b68f7dade", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct professional CT partner accoun...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 43, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "partner", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 36, "system": "CT", "text": "partner"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 52, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 44, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 128, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 121, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 167, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 158, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 3, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "2192d3ef-aa49-4523-bfd4-175b68f7dade", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "fcf8a38f-e5d8-44e5-bfcb-afd07eedf723", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.43}, "created_at": "2026-09-06T12:00:00Z", "data": [[11902], [11903], [11904]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 133.7243290618062, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT s.affiliate_id AS user_id FROM public.affiliate_commission_statements s JOIN public.accounts ref ON ref.id = s.affiliate_id WHERE ref.role IN ('Affiliate','AffiliateManager','Partner') GROUP BY s.affiliate_id HAVING COUNT(*) FILTER (WHERE s.paid_at IS NOT NULL) > 0 AND COUNT(*) FILTER (WHERE s.paid_at IS NULL) > 0 ORDER BY 1", "generated_sql_pretty": "SELECT\n  s.affiliate_id AS user_id\nFROM public.affiliate_commission_statements AS s\nJOIN public.accounts AS ref\n  ON ref.id = s.affiliate_id\nWHERE\n  ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nGROUP BY\n  s.affiliate_id\nHAVING\n  COUNT(*) FILTER(WHERE\n    NOT s.paid_at IS NULL) > 0\n  AND COUNT(*) FILTER(WHERE\n    s.paid_at IS NULL) > 0\nORDER BY\n  1", "guard": null, "id": "743a4a24-4200-4c8d-a559-61bab8e16eae", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "3 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked", "calendar-window-defaults"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6d6524b8ca42f46c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6d6524b8ca42f46c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct professional CT partner accounts with both paid and unpaid monthly affiliate statements. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "2192d3ef-aa49-4523-bfd4-175b68f7dade", "row_count": 3, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from affiliate_commission_statements and accounts.", "Keeps only rows matching filters on role.", "Groups the results by affiliate_id."], "model": null, "provider": null, "summary": "Reads rows from affiliate_commission_statements and accounts grouped by affiliate_id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6005c18ad30f2744701a3dd6765", "trace_snapshot": {"child_trace_ids": ["7696f6000641f0e57c0f43da971492e4"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6005c18ad30f2744701a3dd6765", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f7a79240-152e-4f74-9be4-0022a3f2fc48", "optional_status": "done", "timing": {"base_persistence_ms": 5.5589014664292336, "first_useful_ms": 10756.128665059805, "optional_ms": 3405.3348498418927, "queue_ms": 0.0, "required_to_ready_ms": 10756.128665059805, "submission_ack_ms": 2.0752213895320892, "total_ms": 14162.213121540844}}, "row_count": 3, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.64, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 133.72, "validate_ms": 0.0}, "trace_id": "7696f6005c18ad30f2744701a3dd6765", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:different_sales_ownership:t1:base:repeat1", "case_id": "independent11:different_sales_ownership:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 26699.900089763105, "conversation_case_id": "independent11:different_sales_ownership:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11003}, {"user_id": 11004}, {"user_id": 11005}, {"user_id": 11006}, {"user_id": 11007}, {"user_id": 11008}, {"user_id": 11009}, {"user_id": 11010}, {"user_id": 11011}, {"user_id": 11012}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11015}, {"user_id": 11016}, {"user_id": 11018}, {"user_id": 11019}, {"user_id": 11020}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11023}, {"user_id": 11024}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11027}, {"user_id": 11028}, {"user_id": 11029}, {"user_id": 11030}, {"user_id": 11031}, {"user_id": 11032}, {"user_id": 11033}, {"user_id": 11035}, {"user_id": 11036}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11039}, {"user_id": 11040}, {"user_id": 11041}, {"user_id": 11042}, {"user_id": 11043}, {"user_id": 11044}, {"user_id": 11045}, {"user_id": 11046}, {"user_id": 11047}, {"user_id": 11048}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11052}, {"user_id": 11053}, {"user_id": 11054}, {"user_id": 11055}, {"user_id": 11056}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11059}, {"user_id": 11060}, {"user_id": 11061}, {"user_id": 11062}, {"user_id": 11063}, {"user_id": 11064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 26695.864539593458, "feature_first_useful_ms": 26684.74207445979, "first_useful_ms": 26688.49246483296, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.719278611242771, "intent_family": "independent11:different_sales_ownership", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.4071124866604805, "optional_ms": 60.6531398370862, "queue_ms": 0.0, "required_to_ready_ms": 26384.679598733783, "submission_ack_ms": 2.501445822417736, "total_ms": 26445.81730477512}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3d6e933e-32d5-4338-83cc-da18d8de312e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. 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CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 37, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.salesperson_id", "columns": ["ct.accounts.salesperson_id"], "end": 63, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning salesperson id (account-level). Used alongside relationship_manager_id to assign a client's sales 'stream'/team.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "salesperson", "multi": false, "options": [], "phrase": "salesperson id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 52, "system": "CT", "text": "salesperson"}, {"clarify_case": null, "column": "ct.accounts.relationship_manager_id", "columns": ["ct.accounts.relationship_manager_id"], "end": 88, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning relationship manager id (account-level).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "relationship manager", "multi": false, "options": [], "phrase": "relationship manager id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 68, "system": "CT", "text": "relationship manager"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 128, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 122, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 149, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 142, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 188, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 179, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "3d6e933e-32d5-4338-83cc-da18d8de312e", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "329131cc-4770-4143-90a3-d85db75012eb", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_SCHEMA_001", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a WHERE a.role = 'User' AND NOT a.salesperson_id IS NULL AND NOT a.relationship_manager_id IS NULL AND a.salesperson_id <> a.relationship_manager_id ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT user_id FROM ct.client_360 WHERE NOT salesperson_id IS NULL AND NOT relationship_manager_id IS NULL AND salesperson_id <> relationship_manager_id GROUP BY user_id ORDER BY user_id LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "66f9be7c-64a9-47ee-a92b-54bf6ef8c3a9", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "38e8cde3edb87947", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3841a69a6e6da2a9", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"Cannot generate: the required salesperson/relationship manager identifier columns do not exist in ct.client_360 under any name I can verify, and the gold catalog forbids falling back to ct.accounts.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"Previous", "prompt_sha256": "b2b809881b7861cc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b2b809881b7861cc", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct ordinary CT user accounts whose salesperson and relationship manager are both known and are different people. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "3d6e933e-32d5-4338-83cc-da18d8de312e", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SCHEMA_001", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-3d6e933e-32d5-4338-83cc-da18d8de312e", "trace_snapshot": {"job": {"job_id": "6cc71960-e869-4df8-92fc-280d05aa47bb", "optional_status": "done", "timing": {"base_persistence_ms": 4.4071124866604805, "optional_ms": 60.6531398370862, "queue_ms": 0.0, "required_to_ready_ms": 26384.679598733783, "submission_ack_ms": 2.501445822417736, "total_ms": 26445.81730477512}}, "terminal_error": {"error_code": "BI_SCHEMA_001", "guard": null}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_SCHEMA_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": "3"}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:partner_paid_and_unpaid_statements:t2:base:repeat1", "case_id": "independent11:partner_paid_and_unpaid_statements:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17989.190174266696, "conversation_case_id": "independent11:partner_paid_and_unpaid_statements:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 3}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17986.067237332463, "feature_first_useful_ms": 4627.839528955519, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4630.53020182997, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.619430422782898, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0631661862134933, "first_useful_ms": 4540.362651459873, "optional_ms": 13307.283562608063, "queue_ms": 0.0, "required_to_ready_ms": 4540.362651459873, "submission_ack_ms": 1.519092358648777, "total_ms": 17848.135652020574}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 3.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:partner_paid_and_unpaid_statements:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c7ca8ed1-74fa-4f64-92c1-e72f05fd2717", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the professional CT partner accounts w...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 39, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "partner", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 32, "system": "CT", "text": "partner"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 48, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 40, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 170, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 164, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "numeric", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c7ca8ed1-74fa-4f64-92c1-e72f05fd2717", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "fcf8a38f-e5d8-44e5-bfcb-afd07eedf723", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.26}, "created_at": "2026-09-06T12:00:00Z", "data": [["3"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 161.15108970552683, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT s.affiliate_id)::numeric AS client_count FROM public.affiliate_commission_statements s JOIN public.accounts ref ON ref.id = s.affiliate_id WHERE ref.role IN ('Affiliate','AffiliateManager','Partner') GROUP BY () HAVING COUNT(*) FILTER (WHERE s.paid_at IS NOT NULL) > 0 AND COUNT(*) FILTER (WHERE s.paid_at IS NULL) > 0", "generated_sql_pretty": "SELECT\n  CAST(COUNT(DISTINCT s.affiliate_id) AS DECIMAL) AS client_count\nFROM public.affiliate_commission_statements AS s\nJOIN public.accounts AS ref\n  ON ref.id = s.affiliate_id\nWHERE\n  ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nGROUP BY\n  ()\nHAVING\n  COUNT(*) FILTER(WHERE\n    NOT s.paid_at IS NULL) > 0\n  AND COUNT(*) FILTER(WHERE\n    s.paid_at IS NULL) > 0", "guard": null, "id": "7da658db-abea-4ba5-8118-14dcb089e4d6", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month."], "insight_headline": "First returned row \u2014 client_count: 3.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fc8ab0aa71ab0085", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fc8ab0aa71ab0085", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the professional CT partner accounts with both paid and unpaid monthly affiliate statements in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "c7ca8ed1-74fa-4f64-92c1-e72f05fd2717", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from affiliate_commission_statements and accounts.", "Calculates how many DISTINCT s.affiliate_id there are.", "Keeps only rows matching filters on role.", "Groups the results by ()."], "model": null, "provider": null, "summary": "Works out how many DISTINCT s.affiliate_id there are from affiliate_commission_statements and accounts grouped by ().", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600684f3f11f6ef4f4bb0b56197", "trace_snapshot": {"child_trace_ids": ["7696f600728e50b0b4aa405f94f82a86"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600684f3f11f6ef4f4bb0b56197", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f3dd85d2-bb8a-47d7-93ec-4ffeec37321a", "optional_status": "done", "timing": {"base_persistence_ms": 1.0631661862134933, "first_useful_ms": 4540.362651459873, "optional_ms": 13307.283562608063, "queue_ms": 0.0, "required_to_ready_ms": 4540.362651459873, "submission_ack_ms": 1.519092358648777, "total_ms": 17848.135652020574}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.89, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 161.15, "validate_ms": 0.0}, "trace_id": "7696f600684f3f11f6ef4f4bb0b56197", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:different_sales_ownership:t2:base:repeat1", "case_id": "independent11:different_sales_ownership:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9531.538435257971, "conversation_case_id": "independent11:different_sales_ownership:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 61}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9528.613814152777, "feature_first_useful_ms": 9517.432367429137, "first_useful_ms": 9520.101249217987, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6186108589172363, "intent_family": "independent11:different_sales_ownership", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.8998783826828, "optional_ms": 91.95483289659023, "queue_ms": 0.0, "required_to_ready_ms": 9222.673872485757, "submission_ack_ms": 1.3010557740926743, "total_ms": 9317.015867680311}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:different_sales_ownership:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9f65f7a3-d057-476d-b7fc-8458eb49e547", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 41, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 33, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.salesperson_id", "columns": ["ct.accounts.salesperson_id"], "end": 59, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning salesperson id (account-level). Used alongside relationship_manager_id to assign a client's sales 'stream'/team.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "salesperson", "multi": false, "options": [], "phrase": "salesperson id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 48, "system": "CT", "text": "salesperson"}, {"clarify_case": null, "column": "ct.accounts.relationship_manager_id", "columns": ["ct.accounts.relationship_manager_id"], "end": 84, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning relationship manager id (account-level).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "relationship manager", "multi": false, "options": [], "phrase": "relationship manager id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 64, "system": "CT", "text": "relationship manager"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 124, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 118, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 191, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 185, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9f65f7a3-d057-476d-b7fc-8458eb49e547", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "329131cc-4770-4143-90a3-d85db75012eb", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "002f2fe0-69cf-4fd7-a6cc-8ac16b82dea5", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request depends on a prior 'first checked result' membership that was not provided, and references tables (ct.client_360, pipedrive.*) that do not exist in the available schema.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"The defining membership s", "prompt_sha256": "754357fabc27dcbf", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a1836cf3ff26a37b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a1836cf3ff26a37b", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the ordinary CT user accounts whose salesperson and relationship manager are both known and are different people in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "9f65f7a3-d057-476d-b7fc-8458eb49e547", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-9f65f7a3-d057-476d-b7fc-8458eb49e547", "trace_snapshot": {"job": {"job_id": "f58810c6-cf00-4f6a-8348-92cc0b76a36d", "optional_status": "done", "timing": {"base_persistence_ms": 6.8998783826828, "optional_ms": 91.95483289659023, "queue_ms": 0.0, "required_to_ready_ms": 9222.673872485757, "submission_ack_ms": 1.3010557740926743, "total_ms": 9317.015867680311}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Partner 4", "client_type": "unknown", "user_id": 11904}, {"client": "Fictional Partner 3", "client_type": "unknown", "user_id": 11903}, {"client": "Fictional Partner 2", "client_type": "unknown", "user_id": 11902}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:partner_paid_and_unpaid_statements:t3:base:repeat1", "case_id": "independent11:partner_paid_and_unpaid_statements:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11797.04605601728, "conversation_case_id": "independent11:partner_paid_and_unpaid_statements:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11904}, {"user_id": 11903}, {"user_id": 11902}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11794.074723497033, "feature_first_useful_ms": 9943.382832221687, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 9945.77705487609, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3636408150196075, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.809197038412094, "first_useful_ms": 9656.8703930825, "optional_ms": 2040.9718779847026, "queue_ms": 0.0, "required_to_ready_ms": 9656.8703930825, "submission_ack_ms": 1.3850871473550797, "total_ms": 11698.560075834394}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "3 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:partner_paid_and_unpaid_statements:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 3, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9b22a92b-2760-4db3-9411-f2744d211e8c", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the professional CT ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 57, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "partner", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 50, "system": "CT", "text": "partner"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 66, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 58, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 176, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 169, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:9aba7de2054d4ab7", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 3, "keys": ["11904", "11903", "11902"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 3, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9b22a92b-2760-4db3-9411-f2744d211e8c", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "fcf8a38f-e5d8-44e5-bfcb-afd07eedf723", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.38}, "created_at": "2026-09-06T12:00:00Z", "data": [[11904, "Fictional Partner 4", "unknown"], [11903, "Fictional Partner 3", "unknown"], [11902, "Fictional Partner 2", "unknown"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 141.70371647924185, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.affiliate_commission_statements AS acs ON acs.affiliate_id = a.id WHERE a.role IN ('Affiliate', 'AffiliateManager', 'Partner') GROUP BY a.id HAVING COUNT(*) FILTER(WHERE NOT acs.paid_at IS NULL) > 0 AND COUNT(*) FILTER(WHERE acs.paid_at IS NULL) > 0 ORDER BY 1 DESC NULLS LAST", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.affiliate_commission_statements AS acs\n  ON acs.affiliate_id = a.id\nWHERE\n  a.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nGROUP BY\n  a.id\nHAVING\n  COUNT(*) FILTER(WHERE\n    NOT acs.paid_at IS NULL) > 0\n  AND COUNT(*) FILTER(WHERE\n    acs.paid_at IS NULL) > 0\nORDER BY\n  1 DESC NULLS LAST", "guard": null, "id": "732cbf0f-e5c5-46ab-a060-31c604054976", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "3 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked", "calendar-window-defaults"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "130becb35169ed23", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "130becb35169ed23", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the professional CT partner accounts with both paid and unpaid monthly affiliate statements from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "9b22a92b-2760-4db3-9411-f2744d211e8c", "row_count": 3, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and affiliate_commission_statements.", "Keeps only rows matching filters on role.", "Groups the results by id."], "model": null, "provider": null, "summary": "Reads rows from accounts and affiliate_commission_statements grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c57cea536aea4ce195595f2a", "trace_snapshot": {"child_trace_ids": ["7696f600c593079815ea4dabad0b19fe"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c57cea536aea4ce195595f2a", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "932608b3-bf96-491f-8cd7-200ed4a1cdba", "optional_status": "done", "timing": {"base_persistence_ms": 4.809197038412094, "first_useful_ms": 9656.8703930825, "optional_ms": 2040.9718779847026, "queue_ms": 0.0, "required_to_ready_ms": 9656.8703930825, "submission_ack_ms": 1.3850871473550797, "total_ms": 11698.560075834394}}, "row_count": 3, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.49, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 141.7, "validate_ms": 0.0}, "trace_id": "7696f600c57cea536aea4ce195595f2a", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:different_sales_ownership:t3:base:repeat1", "case_id": "independent11:different_sales_ownership:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7649.509312584996, "conversation_case_id": "independent11:different_sales_ownership:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11064}, {"user_id": 11063}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11059}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11056}, {"user_id": 11055}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11052}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11048}, {"user_id": 11047}, {"user_id": 11046}, {"user_id": 11045}, {"user_id": 11044}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11040}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11036}, {"user_id": 11035}, {"user_id": 11033}, {"user_id": 11032}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11028}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11024}, {"user_id": 11023}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11020}, {"user_id": 11019}, {"user_id": 11018}, {"user_id": 11016}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11012}, {"user_id": 11011}, {"user_id": 11010}, {"user_id": 11009}, {"user_id": 11008}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7647.218493744731, "feature_first_useful_ms": 7637.2490879148245, "first_useful_ms": 7639.296079054475, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0191892981529236, "intent_family": "independent11:different_sales_ownership", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.4429399743676186, "optional_ms": 60.644518584012985, "queue_ms": 0.0, "required_to_ready_ms": 7515.413241460919, "submission_ack_ms": 1.499861478805542, "total_ms": 7576.495124958456}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:different_sales_ownership:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f53312ea-788e-4ef0-9ad3-451e6b8985e1", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 59, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 51, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.salesperson_id", "columns": ["ct.accounts.salesperson_id"], "end": 77, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning salesperson id (account-level). Used alongside relationship_manager_id to assign a client's sales 'stream'/team.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "salesperson", "multi": false, "options": [], "phrase": "salesperson id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 66, "system": "CT", "text": "salesperson"}, {"clarify_case": null, "column": "ct.accounts.relationship_manager_id", "columns": ["ct.accounts.relationship_manager_id"], "end": 102, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning relationship manager id (account-level).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "relationship manager", "multi": false, "options": [], "phrase": "relationship manager id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 82, "system": "CT", "text": "relationship manager"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 142, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 136, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 197, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 190, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f53312ea-788e-4ef0-9ad3-451e6b8985e1", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "329131cc-4770-4143-90a3-d85db75012eb", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "2a7ee48e-9500-4176-83a9-5653dd785cb5", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b9ea68a7d1f26176", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The request refers to IDs 'from the first result', which is not available in this session, and requires tables (ct.client_360, pipedrive.*) that are not present in the provided schema.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\n    \"No prior result set ex", "prompt_sha256": "28d5d48e29efe97a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "28d5d48e29efe97a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the ordinary CT user accounts whose salesperson and relationship manager are both known and are different people from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "f53312ea-788e-4ef0-9ad3-451e6b8985e1", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-f53312ea-788e-4ef0-9ad3-451e6b8985e1", "trace_snapshot": {"job": {"job_id": "82a9d095-4095-4418-849e-c588ef01ce82", "optional_status": "done", "timing": {"base_persistence_ms": 1.4429399743676186, "optional_ms": 60.644518584012985, "queue_ms": 0.0, "required_to_ready_ms": 7515.413241460919, "submission_ack_ms": 1.499861478805542, "total_ms": 7576.495124958456}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:different_sales_ownership:t4:base:repeat1", "case_id": "independent11:different_sales_ownership:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11184.790367260575, "conversation_case_id": "independent11:different_sales_ownership:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 61}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11182.59053118527, "feature_first_useful_ms": 11158.32911990583, "first_useful_ms": 11160.205234773457, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.8351832404732704, "intent_family": "independent11:different_sales_ownership", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 9.374555200338364, "optional_ms": 84.61247012019157, "queue_ms": 0.0, "required_to_ready_ms": 10777.65228971839, "submission_ack_ms": 1.3947570696473122, "total_ms": 10863.768791779876}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:different_sales_ownership:t3", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "8e50e579-b92f-45e4-993b-9902fed418e8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 34, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 26, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.salesperson_id", "columns": ["ct.accounts.salesperson_id"], "end": 52, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning salesperson id (account-level). Used alongside relationship_manager_id to assign a client's sales 'stream'/team.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "salesperson", "multi": false, "options": [], "phrase": "salesperson id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 41, "system": "CT", "text": "salesperson"}, {"clarify_case": null, "column": "ct.accounts.relationship_manager_id", "columns": ["ct.accounts.relationship_manager_id"], "end": 77, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Owning relationship manager id (account-level).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "relationship manager", "multi": false, "options": [], "phrase": "relationship manager id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 57, "system": "CT", "text": "relationship manager"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 117, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 111, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 189, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 183, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "8e50e579-b92f-45e4-993b-9902fed418e8", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "329131cc-4770-4143-90a3-d85db75012eb", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_001", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "d80bf4b6-0317-4853-8879-8b5350260ebf", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The requested federation gold leg requires ct.client_360, which is not present in the provided schema, so I cannot generate a valid query without inventing tables or columns.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"ct.client_360 (and salesperson/relati", "prompt_sha256": "48f9f80a74ecd196", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "168436f71ea4b31d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "168436f71ea4b31d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the ordinary CT user accounts whose salesperson and relationship manager are both known and are different people membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "8e50e579-b92f-45e4-993b-9902fed418e8", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "PlannerError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query could not preserve the requested meaning or scope.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SEMANTIC_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-8e50e579-b92f-45e4-993b-9902fed418e8", "trace_snapshot": {"job": {"job_id": "d9a7ebe0-63c1-4161-aea6-5427acda6b9c", "optional_status": "done", "timing": {"base_persistence_ms": 9.374555200338364, "optional_ms": 84.61247012019157, "queue_ms": 0.0, "required_to_ready_ms": 10777.65228971839, "submission_ack_ms": 1.3947570696473122, "total_ms": 10863.768791779876}}, "terminal_error": {"error_code": "BI_SEMANTIC_001", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "semantic", "terminal_projection_review": {"cause": "The query could not preserve the requested meaning or scope.", "class": "semantic", "kind": "error", "raw_status": "error", "reason_code": "BI_SEMANTIC_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 3}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:partner_paid_and_unpaid_statements:t4:base:repeat1", "case_id": "independent11:partner_paid_and_unpaid_statements:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 16334.610052406788, "conversation_case_id": "independent11:partner_paid_and_unpaid_statements:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 3}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 16331.455742940307, "feature_first_useful_ms": 13445.882070809603, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 13448.61018564552, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6759644970297813, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.887339659035206, "first_useful_ms": 13377.54738330841, "optional_ms": 2763.8808181509376, "queue_ms": 0.0, "required_to_ready_ms": 13377.54738330841, "submission_ack_ms": 2.0695924758911133, "total_ms": 16142.172377556562}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 3.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:partner_paid_and_unpaid_statements:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "202066c7-99bb-4f37-bbf1-1bf478364793", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the professional CT partner accounts with bot...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.affiliate_details.__table__", "columns": ["ct.affiliate_details.__table__"], "end": 32, "federation_federatable": false, "federation_merge_key": null, "federation_note": "Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.", "federation_rule": null, "matched_term": "partner", "multi": false, "options": [], "phrase": "affiliate details", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 25, "system": "CT", "text": "partner"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 41, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 33, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 168, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 162, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:43e07299eacd2a20", "key_column": "affiliate_id", "key_count": 3, "keys": ["11902", "11903", "11904"], "keys_available": true, "materialized_from_aggregate": true, "over_cap": false}}, "columns": [{"aggregation": "sum", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "202066c7-99bb-4f37-bbf1-1bf478364793", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Complex query: 2 JOINs, subqueries, CTEs, ", "score": 0.3}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (73%) \u2014 complex query"}, "confidence_level": "medium", "confidence_score": 0.7307692307692307, "conversation_id": "fcf8a38f-e5d8-44e5-bfcb-afd07eedf723", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.25e-06, "estimated_rows": 1, "ms_estimate": 0.21250000000000002, "rows": 1, "total_cost": 22.85}, "created_at": "2026-09-06T12:00:00Z", "data": [[3]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 316.60890206694603, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "WITH stmt AS (SELECT affiliate_id, BOOL_OR(paid_at IS NOT NULL) AS any_paid, BOOL_OR(paid_at IS NULL) AS any_unpaid FROM public.affiliate_commission_statements WHERE affiliate_id IS NOT NULL GROUP BY 1), m AS (SELECT stmt.affiliate_id FROM stmt JOIN public.accounts ref ON ref.id = stmt.affiliate_id AND ref.role IN ('Affiliate','AffiliateManager','Partner') WHERE stmt.any_paid AND stmt.any_unpaid) SELECT COUNT(m.affiliate_id) AS client_count FROM (SELECT 1) d LEFT JOIN m ON TRUE", "generated_sql_pretty": "WITH stmt AS (\n  SELECT\n    affiliate_id,\n    BOOL_OR(NOT paid_at IS NULL) AS any_paid,\n    BOOL_OR(paid_at IS NULL) AS any_unpaid\n  FROM public.affiliate_commission_statements\n  WHERE\n    NOT affiliate_id IS NULL\n  GROUP BY\n    1\n), m AS (\n  SELECT\n    stmt.affiliate_id\n  FROM stmt\n  JOIN public.accounts AS ref\n    ON ref.id = stmt.affiliate_id\n    AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n  WHERE\n    stmt.any_paid AND stmt.any_unpaid\n)\nSELECT\n  COUNT(m.affiliate_id) AS client_count\nFROM (\n  SELECT\n    1\n) AS d\nLEFT JOIN m\n  ON TRUE", "guard": null, "id": "c8a3f248-a840-4c41-9ee6-e2739a914ee1", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month."], "insight_headline": "First returned row \u2014 client_count: 3.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["refer-and-earn-earnings-disambiguation", "affiliate-cohort-designator", "settlement-is-ct-trade-lifecycle", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "88db8227fc031ea4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "88db8227fc031ea4", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the professional CT partner accounts with both paid and unpaid monthly affiliate statements membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "202066c7-99bb-4f37-bbf1-1bf478364793", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from m, affiliate_commission_statements, stmt, and accounts.", "Calculates how many affiliate_id there are."], "model": null, "provider": null, "summary": "Works out how many affiliate_id there are from m, affiliate_commission_statements, stmt, and accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6004e85fb9a1871418785d7e9e2", "trace_snapshot": {"child_trace_ids": ["7696f600161b28f3975b4b2c9b5dbf93"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004e85fb9a1871418785d7e9e2", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "11a40c31-a2f1-42c2-a150-df2673ce6001", "optional_status": "done", "timing": {"base_persistence_ms": 4.887339659035206, "first_useful_ms": 13377.54738330841, "optional_ms": 2763.8808181509376, "queue_ms": 0.0, "required_to_ready_ms": 13377.54738330841, "submission_ack_ms": 2.0695924758911133, "total_ms": 16142.172377556562}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 7.32, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 316.61, "validate_ms": 0.0}, "trace_id": "7696f6004e85fb9a1871418785d7e9e2", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 1", "client_type": "cfx (corporate)", "user_id": 9871}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Synthetic9 Client", "client_type": "pfx (private)", "user_id": 11009}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Synthetic18 Client", "client_type": "pfx (private)", "user_id": 11018}, {"client": "Fictional Company 19", "client_type": "cfx (corporate)", "user_id": 11019}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Synthetic27 Client", "client_type": "pfx (private)", "user_id": 11027}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 34", "client_type": "cfx (corporate)", "user_id": 11034}, {"client": "Synthetic36 Client", "client_type": "pfx (private)", "user_id": 11036}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Synthetic45 Client", "client_type": "pfx (private)", "user_id": 11045}, {"client": "Fictional Company 46", "client_type": "cfx (corporate)", "user_id": 11046}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 51", "client_type": "cfx (corporate)", "user_id": 11051}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Synthetic54 Client", "client_type": "pfx (private)", "user_id": 11054}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 57", "client_type": "cfx (corporate)", "user_id": 11057}, {"client": "Fictional Company 58", "client_type": "cfx (corporate)", "user_id": 11058}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Synthetic63 Client", "client_type": "pfx (private)", "user_id": 11063}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:campaign_and_web_referral:t1:base:repeat1", "case_id": "independent11:campaign_and_web_referral:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11165.751026943326, "conversation_case_id": "independent11:campaign_and_web_referral:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 9871}, {"user_id": 11003}, {"user_id": 11004}, {"user_id": 11006}, {"user_id": 11007}, {"user_id": 11009}, {"user_id": 11010}, {"user_id": 11012}, {"user_id": 11013}, {"user_id": 11015}, {"user_id": 11016}, {"user_id": 11018}, {"user_id": 11019}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11024}, {"user_id": 11025}, {"user_id": 11027}, {"user_id": 11028}, {"user_id": 11030}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11034}, {"user_id": 11036}, {"user_id": 11037}, {"user_id": 11039}, {"user_id": 11040}, {"user_id": 11042}, {"user_id": 11043}, {"user_id": 11045}, {"user_id": 11046}, {"user_id": 11048}, {"user_id": 11049}, {"user_id": 11051}, {"user_id": 11052}, {"user_id": 11054}, {"user_id": 11055}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11060}, {"user_id": 11061}, {"user_id": 11063}, {"user_id": 11064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11160.25791876018, "feature_first_useful_ms": 8236.826940439641, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8240.897500887513, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.012659192085266, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.276359125971794, "first_useful_ms": 8085.038753226399, "optional_ms": 2926.037307828665, "queue_ms": 0.0, "required_to_ready_ms": 8085.038753226399, "submission_ack_ms": 1.6343966126441956, "total_ms": 11011.807196773589}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "43 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 43, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "86db9e8b-099b-4d59-98bd-9dcb5ab76296", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT accounts of any role assign...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 31, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 124, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 117, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 163, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 154, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:050caa96ac10700c", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 43, "keys": ["9871", "11003", "11004", "11006", "11007", "11009", "11010", "11012", "11013", "11015", "11016", "11018", "11019", "11021", "11022", "11024", "11025", "11027", "11028", "11030", "11031", "11033", "11034", "11036", "11037", "11039", "11040", "11042", "11043", "11045", "11046", "11048", "11049", "11051", "11052", "11054", "11055", "11057", "11058", "11060", "11061", "11063", "11064"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 43, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "86db9e8b-099b-4d59-98bd-9dcb5ab76296", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "d64d3b1c-1194-4885-96eb-9d35709d5a92", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000177, "estimated_rows": 59, "ms_estimate": 8.85, "rows": 59, "total_cost": 7.67}, "created_at": "2026-09-06T12:00:00Z", "data": [[9871, "Fictional Company 1", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11009, "Synthetic9 Client", "pfx (private)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11018, "Synthetic18 Client", "pfx (private)"], [11019, "Fictional Company 19", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11027, "Synthetic27 Client", "pfx (private)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11034, "Fictional Company 34", "cfx (corporate)"], [11036, "Synthetic36 Client", "pfx (private)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11045, "Synthetic45 Client", "pfx (private)"], [11046, "Fictional Company 46", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11051, "Fictional Company 51", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11054, "Synthetic54 Client", "pfx (private)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11057, "Fictional Company 57", "cfx (corporate)"], [11058, "Fictional Company 58", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11063, "Synthetic63 Client", "pfx (private)"], [11064, "Fictional Company 64", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 136.51957735419273, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.user_analytics AS ua ON ua.user_id = a.id WHERE NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.user_analytics AS ua\n  ON ua.user_id = a.id\nWHERE\n  NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "8bd304c4-7e6c-40ae-9697-2cac83801381", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "43 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "216a9a03523266a8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "216a9a03523266a8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT accounts of any role assigned to a campaign and with a known web referral domain. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "86db9e8b-099b-4d59-98bd-9dcb5ab76296", "row_count": 43, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and user_analytics.", "Keeps only rows matching filters on campaign_id and came_from_domain."], "model": null, "provider": null, "summary": "Reads rows from accounts and user_analytics.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6001ab1ad89f7624853bab35716", "trace_snapshot": {"child_trace_ids": ["7696f6001572427599514182bd30f599"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6001ab1ad89f7624853bab35716", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f736d711-ccf9-4ad4-81ee-c1c317551cce", "optional_status": "done", "timing": {"base_persistence_ms": 2.276359125971794, "first_useful_ms": 8085.038753226399, "optional_ms": 2926.037307828665, "queue_ms": 0.0, "required_to_ready_ms": 8085.038753226399, "submission_ack_ms": 1.6343966126441956, "total_ms": 11011.807196773589}}, "row_count": 43, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.13, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 136.52, "validate_ms": 0.0}, "trace_id": "7696f6001ab1ad89f7624853bab35716", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 7", "client_type": "cfx (corporate)", "phone": null, "user_id": 11007}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "phone": "+440000000011", "user_id": 11011}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "phone": "+440000000013", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "phone": null, "user_id": 11014}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "phone": null, "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "phone": "+440000000022", "user_id": 11022}, {"client": "Fictional Company 26", "client_type": "unknown", "phone": "+440000000026", "user_id": 11026}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "phone": null, "user_id": 11028}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "phone": "+440000000033", "user_id": 11033}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "phone": "+440000000039", "user_id": 11039}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "phone": null, "user_id": 11042}, {"client": "Fictional Company 44", "client_type": "unknown", "phone": "+440000000044", "user_id": 11044}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "phone": null, "user_id": 11049}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "phone": "+440000000052", "user_id": 11052}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "phone": null, "user_id": 11056}, {"client": "Synthetic63 Client", "client_type": "pfx (private)", "phone": null, "user_id": 11063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:funnel_incomplete_contact:t1:base:repeat1", "case_id": "independent11:funnel_incomplete_contact:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10792.343436740339, "conversation_case_id": "independent11:funnel_incomplete_contact:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11007}, {"user_id": 11011}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11026}, {"user_id": 11028}, {"user_id": 11033}, {"user_id": 11039}, {"user_id": 11042}, {"user_id": 11044}, {"user_id": 11049}, {"user_id": 11052}, {"user_id": 11056}, {"user_id": 11063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10788.19856327027, "feature_first_useful_ms": 8390.15084411949, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8393.483679741621, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.300233744084835, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2096334248781204, "first_useful_ms": 8311.213000677526, "optional_ms": 2277.8700161725283, "queue_ms": 0.0, "required_to_ready_ms": 8311.213000677526, "submission_ack_ms": 1.5475144609808922, "total_ms": 10589.557864703238}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "16 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 16, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0b954d37-7a9a-47d5-a9b5-5fba15dbb77f", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct ordinary CT user accounts with...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 37, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.first_name", "columns": ["ct.accounts.first_name"], "end": 117, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS first_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "first name", "multi": false, "options": [], "phrase": "first name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 107, "system": "CT", "text": "first-name"}, {"clarify_case": null, "column": "ct.accounts.last_name", "columns": ["ct.accounts.last_name"], "end": 128, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS last_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "last name", "multi": false, "options": [], "phrase": "last name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 119, "system": "CT", "text": "last-name"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 142, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "telephone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 133, "system": "CT", "text": "telephone"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 169, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 162, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 208, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 199, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:f6032e9451d5b4dc", "derived_columns": ["user_id", "phone"], "key_column": "user_id", "key_count": 16, "keys": ["11007", "11011", "11013", "11014", "11021", "11022", "11026", "11028", "11033", "11039", "11042", "11044", "11049", "11052", "11056", "11063"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "phone", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 16, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0b954d37-7a9a-47d5-a9b5-5fba15dbb77f", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "cc56ba92-bf94-434a-996a-24ed40840c0a", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 6.74}, "created_at": "2026-09-06T12:00:00Z", "data": [[11007, "Fictional Company 7", "cfx (corporate)", null], [11011, "Fictional Company 11", "cfx (corporate)", "+440000000011"], [11013, "Fictional Company 13", "cfx (corporate)", "+440000000013"], [11014, "Fictional Company 14", "cfx (corporate)", null], [11021, "Fictional Company 21", "cfx (corporate)", null], [11022, "Fictional Company 22", "cfx (corporate)", "+440000000022"], [11026, "Fictional Company 26", "unknown", "+440000000026"], [11028, "Fictional Company 28", "cfx (corporate)", null], [11033, "Fictional Company 33", "cfx (corporate)", "+440000000033"], [11039, "Fictional Company 39", "cfx (corporate)", "+440000000039"], [11042, "Fictional Company 42", "cfx (corporate)", null], [11044, "Fictional Company 44", "unknown", "+440000000044"], [11049, "Fictional Company 49", "cfx (corporate)", null], [11052, "Fictional Company 52", "cfx (corporate)", "+440000000052"], [11056, "Fictional Company 56", "cfx (corporate)", null], [11063, "Synthetic63 Client", "pfx (private)", null]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 155.0119873136282, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, NULL AS phone FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE a.role = 'User' AND NOT c.completed_registration_at IS NULL AND a.deleted_at IS NULL AND (NULLIF(TRIM(a.first_name), '') IS NULL OR NULLIF(TRIM(a.last_name), '') IS NULL OR NULLIF(TRIM(a.telephone), '') IS NULL) ORDER BY 1 ASC LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id,\n  NULL AS phone\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  a.role = 'User'\n  AND NOT c.completed_registration_at IS NULL\n  AND a.deleted_at IS NULL\n  AND (\n    NULLIF(TRIM(a.first_name), '') IS NULL\n    OR NULLIF(TRIM(a.last_name), '') IS NULL\n    OR NULLIF(TRIM(a.telephone), '') IS NULL\n  )\nORDER BY\n  1 ASC\nLIMIT 10000", "guard": null, "id": "598e6f0f-6e64-43e3-842b-4fbbfc9976c5", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "16 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": ["Missing values occur in 5 of the 12 rows examined.", "Returned row 2 \u2014 phone: +440000000011.", "Returned row 3 \u2014 phone: +440000000013."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ef7adc194bc0518d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ef7adc194bc0518d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "0b954d37-7a9a-47d5-a9b5-5fba15dbb77f", "row_count": 16, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and clients.", "Keeps only rows matching filters on deleted_at, role, completed_registration_at, telephone, first_name, and last_name."], "model": null, "provider": null, "summary": "Reads rows from accounts and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600a2ca435a5821498b9124dfbb", "trace_snapshot": {"child_trace_ids": ["7696f60092c79b7eb74c4fb6ab03313a"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600a2ca435a5821498b9124dfbb", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "bdfb02f2-9561-4875-9c63-a14cd05463ea", "optional_status": "done", "timing": {"base_persistence_ms": 1.2096334248781204, "first_useful_ms": 8311.213000677526, "optional_ms": 2277.8700161725283, "queue_ms": 0.0, "required_to_ready_ms": 8311.213000677526, "submission_ack_ms": 1.5475144609808922, "total_ms": 10589.557864703238}}, "row_count": 16, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.52, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 155.01, "validate_ms": 0.0}, "trace_id": "7696f600a2ca435a5821498b9124dfbb", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 16, "first_name": "Synthetic7", "last_name": "Client", "telephone": null, "user_id": 11007}, {"client_count": 16, "first_name": "Synthetic11", "last_name": null, "telephone": "+440000000011", "user_id": 11011}, {"client_count": 16, "first_name": null, "last_name": "Client", "telephone": "+440000000013", "user_id": 11013}, {"client_count": 16, "first_name": "Synthetic14", "last_name": "Client", "telephone": null, "user_id": 11014}, {"client_count": 16, "first_name": "Synthetic21", "last_name": "Client", "telephone": null, "user_id": 11021}, {"client_count": 16, "first_name": "Synthetic22", "last_name": null, "telephone": "+440000000022", "user_id": 11022}, {"client_count": 16, "first_name": null, "last_name": "Client", "telephone": "+440000000026", "user_id": 11026}, {"client_count": 16, "first_name": "Synthetic28", "last_name": "Client", "telephone": null, "user_id": 11028}, {"client_count": 16, "first_name": "Synthetic33", "last_name": null, "telephone": "+440000000033", "user_id": 11033}, {"client_count": 16, "first_name": null, "last_name": "Client", "telephone": "+440000000039", "user_id": 11039}, {"client_count": 16, "first_name": "Synthetic42", "last_name": "Client", "telephone": null, "user_id": 11042}, {"client_count": 16, "first_name": "Synthetic44", "last_name": null, "telephone": "+440000000044", "user_id": 11044}, {"client_count": 16, "first_name": "Synthetic49", "last_name": "Client", "telephone": null, "user_id": 11049}, {"client_count": 16, "first_name": null, "last_name": "Client", "telephone": "+440000000052", "user_id": 11052}, {"client_count": 16, "first_name": "Synthetic56", "last_name": "Client", "telephone": null, "user_id": 11056}, {"client_count": 16, "first_name": "Synthetic63", "last_name": "Client", "telephone": null, "user_id": 11063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:funnel_incomplete_contact:t2:base:repeat1", "case_id": "independent11:funnel_incomplete_contact:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14919.553108513355, "conversation_case_id": "independent11:funnel_incomplete_contact:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 16}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14915.773859247565, "feature_first_useful_ms": 14640.666340477765, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 14643.464276567101, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.747904509305954, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.317845657467842, "first_useful_ms": 14541.620490141213, "optional_ms": 207.069450058043, "queue_ms": 0.0, "required_to_ready_ms": 14541.620490141213, "submission_ack_ms": 2.1011726930737495, "total_ms": 14749.41161647439}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 16.00; first_name: Synthetic7.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:funnel_incomplete_contact:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 16, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "81ffbd6e-2aa3-420c-b32a-be346d68a24a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "For exactly the ordinary CT user accounts with com...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 41, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 33, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.first_name", "columns": ["ct.accounts.first_name"], "end": 113, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS first_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "first name", "multi": false, "options": [], "phrase": "first name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 103, "system": "CT", "text": "first-name"}, {"clarify_case": null, "column": "ct.accounts.last_name", "columns": ["ct.accounts.last_name"], "end": 124, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS last_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "last name", "multi": false, "options": [], "phrase": "last name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 115, "system": "CT", "text": "last-name"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 138, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "telephone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 129, "system": "CT", "text": "telephone"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 211, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 205, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:faa8c1b105db45eb", "derived_columns": ["user_id", "client_count", "first_name", "last_name", "telephone"], "key_column": "user_id", "key_count": 16, "keys": ["11007", "11011", "11013", "11014", "11021", "11022", "11026", "11028", "11033", "11039", "11042", "11044", "11049", "11052", "11056", "11063"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "first_name", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "last_name", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "telephone", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 16, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "81ffbd6e-2aa3-420c-b32a-be346d68a24a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, window functions", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "cc56ba92-bf94-434a-996a-24ed40840c0a", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 6.58}, "created_at": "2026-09-06T12:00:00Z", "data": [[11007, 16, "Synthetic7", "Client", null], [11011, 16, "Synthetic11", null, "+440000000011"], [11013, 16, null, "Client", "+440000000013"], [11014, 16, "Synthetic14", "Client", null], [11021, 16, "Synthetic21", "Client", null], [11022, 16, "Synthetic22", null, "+440000000022"], [11026, 16, null, "Client", "+440000000026"], [11028, 16, "Synthetic28", "Client", null], [11033, 16, "Synthetic33", null, "+440000000033"], [11039, 16, null, "Client", "+440000000039"], [11042, 16, "Synthetic42", "Client", null], [11044, 16, "Synthetic44", null, "+440000000044"], [11049, 16, "Synthetic49", "Client", null], [11052, 16, null, "Client", "+440000000052"], [11056, 16, "Synthetic56", "Client", null], [11063, 16, "Synthetic63", "Client", null]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 163.41979056596756, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, COUNT(*) OVER () AS client_count, NULL AS first_name, NULL AS last_name, NULL AS telephone FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.completed_registration_at IS NOT NULL AND a.deleted_at IS NULL AND (NULLIF(TRIM(a.first_name), '') IS NULL OR NULLIF(TRIM(a.last_name), '') IS NULL OR NULLIF(TRIM(a.telephone), '') IS NULL) ORDER BY 1", "generated_sql_pretty": "SELECT\n  a.id AS user_id,\n  COUNT(*) OVER () AS client_count,\n  NULL AS first_name,\n  NULL AS last_name,\n  NULL AS telephone\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  NOT c.completed_registration_at IS NULL\n  AND a.deleted_at IS NULL\n  AND (\n    NULLIF(TRIM(a.first_name), '') IS NULL\n    OR NULLIF(TRIM(a.last_name), '') IS NULL\n    OR NULLIF(TRIM(a.telephone), '') IS NULL\n  )\nORDER BY\n  1", "guard": null, "id": "f1e60cf9-8494-4d79-b89e-492fcfd9c914", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": [], "insight_headline": "First returned row \u2014 client_count: 16.00; first_name: Synthetic7.", "insight_notes": ["16 rows returned. Only the first 12 returned rows are available for this summary.", "Missing values occur in 12 of the 12 rows examined."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "749e7c62bb0f8c76", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "749e7c62bb0f8c76", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "81ffbd6e-2aa3-420c-b32a-be346d68a24a", "row_count": 16, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and clients.", "Calculates how many rows there are.", "Keeps only rows matching filters on deleted_at, completed_registration_at, telephone, first_name, and last_name."], "model": null, "provider": null, "summary": "Works out how many rows there are from accounts and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600d7db0db192004ddfbb846c97", "trace_snapshot": {"child_trace_ids": ["7696f600bb4ce6719f604a46804e8b41"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600d7db0db192004ddfbb846c97", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "3a00374c-73b3-471d-86f1-8b5a864b7395", "optional_status": "done", "timing": {"base_persistence_ms": 1.317845657467842, "first_useful_ms": 14541.620490141213, "optional_ms": 207.069450058043, "queue_ms": 0.0, "required_to_ready_ms": 14541.620490141213, "submission_ack_ms": 2.1011726930737495, "total_ms": 14749.41161647439}}, "row_count": 16, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 5.54, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 163.42, "validate_ms": 0.0}, "trace_id": "7696f600d7db0db192004ddfbb846c97", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": ["first_name", "last_name", "telephone", "user_id"], "status": "non_measures_excluded"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 43}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:campaign_and_web_referral:t2:base:repeat1", "case_id": "independent11:campaign_and_web_referral:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21073.058892972767, "conversation_case_id": "independent11:campaign_and_web_referral:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21069.28321160376, "feature_first_useful_ms": 7200.831990689039, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7204.041003249586, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.1800810247659683, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3449573889374733, "first_useful_ms": 7038.651924580336, "optional_ms": 13720.153384841979, "queue_ms": 0.0, "required_to_ready_ms": 7038.651924580336, "submission_ack_ms": 1.8497034907341003, "total_ms": 20759.255005046725}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 43.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:campaign_and_web_referral:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "cfd2e06a-cff4-4099-82d9-357e339deb62", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the CT accounts of any role assigned t...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 27, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 16, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 166, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 160, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "cfd2e06a-cff4-4099-82d9-357e339deb62", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "d64d3b1c-1194-4885-96eb-9d35709d5a92", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 8.0}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 145.97882516682148, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.user_analytics ua ON ua.user_id = a.id WHERE a.campaign_id IS NOT NULL AND COALESCE(NULLIF(TRIM(ua.came_from_domain), ''), NULLIF(TRIM(ua.latest_traffic_source_domain), '')) IS NOT NULL", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.user_analytics AS ua\n  ON ua.user_id = a.id\nWHERE\n  NOT a.campaign_id IS NULL\n  AND NOT COALESCE(\n    NULLIF(TRIM(ua.came_from_domain), ''),\n    NULLIF(TRIM(ua.latest_traffic_source_domain), '')\n  ) IS NULL", "guard": null, "id": "87308e53-eeaf-4393-b13e-8fcf8e9163d6", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 43.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "750567a8fb50b9d0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "750567a8fb50b9d0", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT accounts of any role assigned to a campaign and with a known web referral domain in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "cfd2e06a-cff4-4099-82d9-357e339deb62", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and user_analytics.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on campaign_id, came_from_domain, and latest_traffic_source_domain."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts and user_analytics.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600481738863ea245faac70f73a", "trace_snapshot": {"child_trace_ids": ["7696f6002723df48fdbd4432aab3258f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600481738863ea245faac70f73a", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "875aeadf-624d-4b98-93e4-d024ec8f749b", "optional_status": "done", "timing": {"base_persistence_ms": 1.3449573889374733, "first_useful_ms": 7038.651924580336, "optional_ms": 13720.153384841979, "queue_ms": 0.0, "required_to_ready_ms": 7038.651924580336, "submission_ack_ms": 1.8497034907341003, "total_ms": 20759.255005046725}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 145.98, "validate_ms": 0.0}, "trace_id": "7696f600481738863ea245faac70f73a", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Synthetic63 Client", "client_type": "pfx (private)", "phone": null, "user_id": 11063}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "phone": null, "user_id": 11056}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "phone": "+440000000052", "user_id": 11052}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "phone": null, "user_id": 11049}, {"client": "Fictional Company 44", "client_type": "unknown", "phone": "+440000000044", "user_id": 11044}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "phone": null, "user_id": 11042}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "phone": "+440000000039", "user_id": 11039}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "phone": "+440000000033", "user_id": 11033}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "phone": null, "user_id": 11028}, {"client": "Fictional Company 26", "client_type": "unknown", "phone": "+440000000026", "user_id": 11026}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "phone": "+440000000022", "user_id": 11022}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "phone": null, "user_id": 11021}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "phone": null, "user_id": 11014}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "phone": "+440000000013", "user_id": 11013}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "phone": "+440000000011", "user_id": 11011}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "phone": null, "user_id": 11007}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:funnel_incomplete_contact:t3:base:repeat1", "case_id": "independent11:funnel_incomplete_contact:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12306.24588392675, "conversation_case_id": "independent11:funnel_incomplete_contact:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11056}, {"user_id": 11052}, {"user_id": 11049}, {"user_id": 11044}, {"user_id": 11042}, {"user_id": 11039}, {"user_id": 11033}, {"user_id": 11028}, {"user_id": 11026}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11011}, {"user_id": 11007}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12301.692947745323, "feature_first_useful_ms": 8791.099031455815, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8794.747416861355, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.6107348278164864, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.6569672152400017, "first_useful_ms": 8627.81612481922, "optional_ms": 3567.693755030632, "queue_ms": 0.0, "required_to_ready_ms": 8627.81612481922, "submission_ack_ms": 2.186145633459091, "total_ms": 12196.344427764416}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Missing values occur in 6 of the 12 rows examined.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["6", "12"]}, "outcome": "comparison_unverified", "parent_case_id": "independent11:funnel_incomplete_contact:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 16, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "cffeb797-4f3b-46a3-a733-0bed60274aac", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the ordinary CT user...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 59, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 51, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.first_name", "columns": ["ct.accounts.first_name"], "end": 131, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS first_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "first name", "multi": false, "options": [], "phrase": "first name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 121, "system": "CT", "text": "first-name"}, {"clarify_case": null, "column": "ct.accounts.last_name", "columns": ["ct.accounts.last_name"], "end": 142, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS last_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "last name", "multi": false, "options": [], "phrase": "last name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 133, "system": "CT", "text": "last-name"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 156, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "telephone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 147, "system": "CT", "text": "telephone"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 217, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 210, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:19daa68efcf4be00", "derived_columns": ["user_id", "phone"], "key_column": "user_id", "key_count": 16, "keys": ["11063", "11056", "11052", "11049", "11044", "11042", "11039", "11033", "11028", "11026", "11022", "11021", "11014", "11013", "11011", "11007"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "phone", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 16, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "cffeb797-4f3b-46a3-a733-0bed60274aac", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "cc56ba92-bf94-434a-996a-24ed40840c0a", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 6.74}, "created_at": "2026-09-06T12:00:00Z", "data": [[11063, "Synthetic63 Client", "pfx (private)", null], [11056, "Fictional Company 56", "cfx (corporate)", null], [11052, "Fictional Company 52", "cfx (corporate)", "+440000000052"], [11049, "Fictional Company 49", "cfx (corporate)", null], [11044, "Fictional Company 44", "unknown", "+440000000044"], [11042, "Fictional Company 42", "cfx (corporate)", null], [11039, "Fictional Company 39", "cfx (corporate)", "+440000000039"], [11033, "Fictional Company 33", "cfx (corporate)", "+440000000033"], [11028, "Fictional Company 28", "cfx (corporate)", null], [11026, "Fictional Company 26", "unknown", "+440000000026"], [11022, "Fictional Company 22", "cfx (corporate)", "+440000000022"], [11021, "Fictional Company 21", "cfx (corporate)", null], [11014, "Fictional Company 14", "cfx (corporate)", null], [11013, "Fictional Company 13", "cfx (corporate)", "+440000000013"], [11011, "Fictional Company 11", "cfx (corporate)", "+440000000011"], [11007, "Fictional Company 7", "cfx (corporate)", null]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 287.59485110640526, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, NULL AS phone FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE a.role = 'User' AND NOT c.completed_registration_at IS NULL AND (NULLIF(TRIM(a.first_name), '') IS NULL OR NULLIF(TRIM(a.last_name), '') IS NULL OR NULLIF(TRIM(a.telephone), '') IS NULL) ORDER BY a.id DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id,\n  NULL AS phone\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  a.role = 'User'\n  AND NOT c.completed_registration_at IS NULL\n  AND (\n    NULLIF(TRIM(a.first_name), '') IS NULL\n    OR NULLIF(TRIM(a.last_name), '') IS NULL\n    OR NULLIF(TRIM(a.telephone), '') IS NULL\n  )\nORDER BY\n  a.id DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "ca9d52db-4e8c-4171-bab6-10692a3787ec", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "Missing values occur in 6 of the 12 rows examined.", "insight_notes": ["16 rows returned. Only the first 12 returned rows are available for this summary.", "Returned row 3 \u2014 phone: +440000000052.", "Returned row 5 \u2014 phone: +440000000044."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "17d58a96acfd9f10", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "17d58a96acfd9f10", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "cffeb797-4f3b-46a3-a733-0bed60274aac", "row_count": 16, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and clients.", "Keeps only rows matching filters on role, completed_registration_at, telephone, first_name, and last_name."], "model": null, "provider": null, "summary": "Reads rows from accounts and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60094c0c0923d4d4addbff3081c", "trace_snapshot": {"child_trace_ids": ["7696f6004b1585dfd1a344aa9356b784"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60094c0c0923d4d4addbff3081c", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "7604dbb0-7741-4779-964e-4a7f607ea8f0", "optional_status": "done", "timing": {"base_persistence_ms": 1.6569672152400017, "first_useful_ms": 8627.81612481922, "optional_ms": 3567.693755030632, "queue_ms": 0.0, "required_to_ready_ms": 8627.81612481922, "submission_ack_ms": 2.186145633459091, "total_ms": 12196.344427764416}}, "row_count": 16, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 8.32, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 287.59, "validate_ms": 0.0}, "trace_id": "7696f60094c0c0923d4d4addbff3081c", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}, {"client": "Synthetic63 Client", "client_type": "pfx (private)", "user_id": 11063}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 58", "client_type": "cfx (corporate)", "user_id": 11058}, {"client": "Fictional Company 57", "client_type": "cfx (corporate)", "user_id": 11057}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Synthetic54 Client", "client_type": "pfx (private)", "user_id": 11054}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 51", "client_type": "cfx (corporate)", "user_id": 11051}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 46", "client_type": "cfx (corporate)", "user_id": 11046}, {"client": "Synthetic45 Client", "client_type": "pfx (private)", "user_id": 11045}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Synthetic36 Client", "client_type": "pfx (private)", "user_id": 11036}, {"client": "Fictional Company 34", "client_type": "cfx (corporate)", "user_id": 11034}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Synthetic27 Client", "client_type": "pfx (private)", "user_id": 11027}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 19", "client_type": "cfx (corporate)", "user_id": 11019}, {"client": "Synthetic18 Client", "client_type": "pfx (private)", "user_id": 11018}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Synthetic9 Client", "client_type": "pfx (private)", "user_id": 11009}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 1", "client_type": "cfx (corporate)", "user_id": 9871}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:campaign_and_web_referral:t3:base:repeat1", "case_id": "independent11:campaign_and_web_referral:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11670.098718255758, "conversation_case_id": "independent11:campaign_and_web_referral:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11064}, {"user_id": 11063}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11055}, {"user_id": 11054}, {"user_id": 11052}, {"user_id": 11051}, {"user_id": 11049}, {"user_id": 11048}, {"user_id": 11046}, {"user_id": 11045}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11040}, {"user_id": 11039}, {"user_id": 11037}, {"user_id": 11036}, {"user_id": 11034}, {"user_id": 11033}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11028}, {"user_id": 11027}, {"user_id": 11025}, {"user_id": 11024}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11019}, {"user_id": 11018}, {"user_id": 11016}, {"user_id": 11015}, {"user_id": 11013}, {"user_id": 11012}, {"user_id": 11010}, {"user_id": 11009}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11665.61795398593, "feature_first_useful_ms": 8544.47325412184, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8547.158346511424, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.650551497936249, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.7379952371120453, "first_useful_ms": 8432.755663990974, "optional_ms": 3011.0530769452453, "queue_ms": 0.0, "required_to_ready_ms": 8432.755663990974, "submission_ack_ms": 1.5953266993165016, "total_ms": 11448.389381170273}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "43 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "comparison_unverified", "parent_case_id": "independent11:campaign_and_web_referral:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 43, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1d7d64ef-e303-491d-83f3-ebd7c9eb7398", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT accounts of a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 45, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 34, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 172, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 165, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:433dbdae3253894c", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 43, "keys": ["11064", "11063", "11061", "11060", "11058", "11057", "11055", "11054", "11052", "11051", "11049", "11048", "11046", "11045", "11043", "11042", "11040", "11039", "11037", "11036", "11034", "11033", "11031", "11030", "11028", "11027", "11025", "11024", "11022", "11021", "11019", "11018", "11016", "11015", "11013", "11012", "11010", "11009", "11007", "11006", "11004", "11003", "9871"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 43, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1d7d64ef-e303-491d-83f3-ebd7c9eb7398", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "d64d3b1c-1194-4885-96eb-9d35709d5a92", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.00016225, "estimated_rows": 59, "ms_estimate": 8.1125, "rows": 59, "total_cost": 7.52}, "created_at": "2026-09-06T12:00:00Z", "data": [[11064, "Fictional Company 64", "cfx (corporate)"], [11063, "Synthetic63 Client", "pfx (private)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11058, "Fictional Company 58", "cfx (corporate)"], [11057, "Fictional Company 57", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11054, "Synthetic54 Client", "pfx (private)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11051, "Fictional Company 51", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11046, "Fictional Company 46", "cfx (corporate)"], [11045, "Synthetic45 Client", "pfx (private)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11036, "Synthetic36 Client", "pfx (private)"], [11034, "Fictional Company 34", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11027, "Synthetic27 Client", "pfx (private)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11019, "Fictional Company 19", "cfx (corporate)"], [11018, "Synthetic18 Client", "pfx (private)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11009, "Synthetic9 Client", "pfx (private)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"], [9871, "Fictional Company 1", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 132.2085689753294, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.user_analytics AS ua ON ua.user_id = a.id WHERE NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL ORDER BY a.id DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.user_analytics AS ua\n  ON ua.user_id = a.id\nWHERE\n  NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL\nORDER BY\n  a.id DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "1697ac56-6ecd-48bb-9282-9a4a4b89ca47", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "43 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9434b99cca188562", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9434b99cca188562", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT accounts of any role assigned to a campaign and with a known web referral domain from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "1d7d64ef-e303-491d-83f3-ebd7c9eb7398", "row_count": 43, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and user_analytics.", "Keeps only rows matching filters on campaign_id and came_from_domain."], "model": null, "provider": null, "summary": "Reads rows from accounts and user_analytics.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6007b23efcd8e84491e9d4b3f81", "trace_snapshot": {"child_trace_ids": ["7696f6007355a2b2e5be4ef8bd83eb1e"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6007b23efcd8e84491e9d4b3f81", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "281ea77b-f2c6-4d95-8dfe-8ddfb7a90c12", "optional_status": "done", "timing": {"base_persistence_ms": 2.7379952371120453, "first_useful_ms": 8432.755663990974, "optional_ms": 3011.0530769452453, "queue_ms": 0.0, "required_to_ready_ms": 8432.755663990974, "submission_ack_ms": 1.5953266993165016, "total_ms": 11448.389381170273}}, "row_count": 43, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 2.95, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 132.21, "validate_ms": 0.0}, "trace_id": "7696f6007b23efcd8e84491e9d4b3f81", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 16}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:funnel_incomplete_contact:t4:base:repeat1", "case_id": "independent11:funnel_incomplete_contact:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10432.784809730947, "conversation_case_id": "independent11:funnel_incomplete_contact:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 16}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10429.712944664061, "feature_first_useful_ms": 8123.840115964413, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8126.522247679532, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6488909497857094, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0628663003444672, "first_useful_ms": 7985.475773923099, "optional_ms": 2348.0639597401023, "queue_ms": 0.0, "required_to_ready_ms": 7985.475773923099, "submission_ack_ms": 2.320360392332077, "total_ms": 10334.103664383292}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 16.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:funnel_incomplete_contact:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d9ba90af-d209-4514-98e6-bb11d1988899", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the ordinary CT user accounts with complete r...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 34, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 26, "system": "CT", "text": "accounts"}, {"clarify_case": null, "column": "ct.accounts.first_name", "columns": ["ct.accounts.first_name"], "end": 106, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS first_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "first name", "multi": false, "options": [], "phrase": "first name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 96, "system": "CT", "text": "first-name"}, {"clarify_case": null, "column": "ct.accounts.last_name", "columns": ["ct.accounts.last_name"], "end": 117, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS last_name`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "last name", "multi": false, "options": [], "phrase": "last name", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 108, "system": "CT", "text": "last-name"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 131, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "telephone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 122, "system": "CT", "text": "telephone"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 209, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 203, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d9ba90af-d209-4514-98e6-bb11d1988899", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "cc56ba92-bf94-434a-996a-24ed40840c0a", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 6.75}, "created_at": "2026-09-06T12:00:00Z", "data": [[16]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 160.68285517394543, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT public.accounts.id) AS client_count, NULL AS phone FROM public.accounts JOIN public.clients ON public.clients.user_id = public.accounts.id WHERE public.accounts.role = 'User' AND NOT public.clients.completed_registration_at IS NULL AND (NULLIF(TRIM(public.accounts.first_name), '') IS NULL OR NULLIF(TRIM(public.accounts.last_name), '') IS NULL OR NULLIF(TRIM(public.accounts.telephone), '') IS NULL)", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT public.accounts.id) AS client_count,\n  NULL AS phone\nFROM public.accounts\nJOIN public.clients\n  ON public.clients.user_id = public.accounts.id\nWHERE\n  public.accounts.role = 'User'\n  AND NOT public.clients.completed_registration_at IS NULL\n  AND (\n    NULLIF(TRIM(public.accounts.first_name), '') IS NULL\n    OR NULLIF(TRIM(public.accounts.last_name), '') IS NULL\n    OR NULLIF(TRIM(public.accounts.telephone), '') IS NULL\n  )", "guard": null, "id": "a82a8a15-f1fb-4c64-b7f4-8483317040ca", "insight_assumptions": ["Reading this as the registration-form funnel \u2014 started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so."], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 16.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d9e55162f82e0e69", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d9e55162f82e0e69", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "d9ba90af-d209-4514-98e6-bb11d1988899", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and clients.", "Calculates how many DISTINCT public.accounts.id there are.", "Keeps only rows matching filters on role, completed_registration_at, telephone, first_name, and last_name."], "model": null, "provider": null, "summary": "Works out how many DISTINCT public.accounts.id there are from accounts and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600cd28765853e242bb917fd6f4", "trace_snapshot": {"child_trace_ids": ["7696f600cd5486959df04d6aa117fac9"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600cd28765853e242bb917fd6f4", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "ee1af6da-195e-4936-aec7-f31053836fde", "optional_status": "done", "timing": {"base_persistence_ms": 1.0628663003444672, "first_useful_ms": 7985.475773923099, "optional_ms": 2348.0639597401023, "queue_ms": 0.0, "required_to_ready_ms": 7985.475773923099, "submission_ack_ms": 2.320360392332077, "total_ms": 10334.103664383292}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.23, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 160.68, "validate_ms": 0.0}, "trace_id": "7696f600cd28765853e242bb917fd6f4", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:trade_sell_not_declared:t1:base:repeat1", "case_id": "independent11:trade_sell_not_declared:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 21121.6612868011, "conversation_case_id": "independent11:trade_sell_not_declared:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11003}, {"user_id": 11004}, {"user_id": 11005}, {"user_id": 11006}, {"user_id": 11007}, {"user_id": 11008}, {"user_id": 11009}, {"user_id": 11010}, {"user_id": 11011}, {"user_id": 11012}, {"user_id": 11013}, {"user_id": 11014}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11018}, {"user_id": 11019}, {"user_id": 11020}, {"user_id": 11021}, {"user_id": 11022}, {"user_id": 11023}, {"user_id": 11024}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11027}, {"user_id": 11028}, {"user_id": 11029}, {"user_id": 11030}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11034}, {"user_id": 11035}, {"user_id": 11036}, {"user_id": 11037}, {"user_id": 11038}, {"user_id": 11039}, {"user_id": 11040}, {"user_id": 11041}, {"user_id": 11042}, {"user_id": 11043}, {"user_id": 11044}, {"user_id": 11045}, {"user_id": 11046}, {"user_id": 11047}, {"user_id": 11049}, {"user_id": 11050}, {"user_id": 11051}, {"user_id": 11052}, {"user_id": 11053}, {"user_id": 11054}, {"user_id": 11055}, {"user_id": 11056}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11059}, {"user_id": 11060}, {"user_id": 11061}, {"user_id": 11062}, {"user_id": 11063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 21116.025179624557, "feature_first_useful_ms": 18532.699299044907, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 18537.174315191805, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.448015242815018, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.1964550986886024, "first_useful_ms": 18430.544811300933, "optional_ms": 2629.135158844292, "queue_ms": 0.0, "required_to_ready_ms": 18430.544811300933, "submission_ack_ms": 1.4848196879029274, "total_ms": 21061.734951101243}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ffee6b20-8d0b-430c-bb22-7ea547a28c43", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct CT client records who booked a...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 29, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 23, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.quotes.sell_currency", "columns": ["ct.quotes.sell_currency"], "end": 99, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quoted sell currency (ISO code).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "sell currency", "multi": false, "options": [], "phrase": "sell currency", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 86, "system": "CT", "text": "sell currency"}, {"clarify_case": null, "column": "ct.clients.sell_currencies", "columns": ["ct.clients.sell_currencies"], "end": 142, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "DECLARED (onboarding) sell currencies \u2014 the currencies the client SAID at sign-up they wanted to sell. NOT actually-traded (that is trade_bookings.sell_currency/buy_currency) and NOT a residence cohort. An ARRAY (text[]): test membership with `'<CODE>' = ANY(clients.sell_currencies)`; there is NO singular sell_currency column on clients and a scalar comparison fails validation. Declared intent needs NO trade \u2014 a client who never traded still has one \u2014 so never add a trade-existence predicate to a declared-intent cohort. A generic 'declared/intended to trade <CODE>' is EITHER side: OR this with ct.clients.buy_currencies; '<CODE> book' is the TRADED cohort, a different lens.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "declared sell currencies", "multi": false, "options": [], "phrase": "sell currencies", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 118, "system": "CT", "text": "declared sell currencies"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 163, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 156, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 202, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 193, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11003", "11004", "11005", "11006", "11007", "11008", "11010", "11011", "11012", "11013", "11014", "11015", "11016", "11020", "11021", "11022", "11024", "11025", "11026", "11028", "11030", "11031", "11032", "11033", "11035", "11037", "11039", "11040", "11041", "11042", "11043", "11044", "11047", "11048", "11049", "11050", "11052", "11053", "11055", "11056", "11059", "11060", "11061", "11062", "11064"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ffee6b20-8d0b-430c-bb22-7ea547a28c43", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "18227b6a-0882-4443-a0b2-1d0a20485f32", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, "Fictional Company 3", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11010, "Fictional Company 10", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11028, "Fictional Company 28", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11037, "Fictional Company 37", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11047, "Fictional Company 47", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11052, "Fictional Company 52", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11064, "Fictional Company 64", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 8020.282212644815, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.9111111111111111, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 41, "output_rows": 45, "preserve_label": "gold", "unmatched": 4}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 GROUP BY 1 ORDER BY 1 LIMIT 10001", "trace_id": "7696f6000c36134fa1a649189cfb1796", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 60, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id JOIN public.clients AS cl ON cl.user_id = a.id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT tb.sell_currency IS NULL AND (cl.sell_currencies IS NULL OR CARDINALITY(cl.sell_currencies) = 0 OR tb.sell_currency <> ALL(cl.sell_currencies)) ORDER BY 1 LIMIT 10001", "trace_id": "7696f60049868fd15d574854b7baf34b", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "cd5413c7-a25f-41ba-b5c3-9b079c5addc8", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ebf21c928299e5e1", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fbf4155ac18b9a9c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "14e52e1de715ef98", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "14e52e1de715ef98", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "ffee6b20-8d0b-430c-bb22-7ea547a28c43", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts, trade_bookings, and clients.", "CT Ledger: Keeps only rows matching filters on deleted_at, status, sell_currency, and sell_currencies."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts, trade_bookings, and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6002b064a92259f4308b62d9d50", "trace_snapshot": {"child_trace_ids": ["7696f600ce715bc26cb6476f8aa86ca8", "7696f60049868fd15d574854b7baf34b", "7696f6000c36134fa1a649189cfb1796"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6002b064a92259f4308b62d9d50", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "491c14da-d13e-47c5-9e1f-75e46989bfcf", "optional_status": "done", "timing": {"base_persistence_ms": 6.1964550986886024, "first_useful_ms": 18430.544811300933, "optional_ms": 2629.135158844292, "queue_ms": 0.0, "required_to_ready_ms": 18430.544811300933, "submission_ack_ms": 1.4848196879029274, "total_ms": 21061.734951101243}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 9.87, "parse_ms": 0.0, "required_checks_ms": 7.25, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 8020.28, "validate_ms": 0.0}, "trace_id": "7696f6002b064a92259f4308b62d9d50", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 43}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:campaign_and_web_referral:t4:base:repeat1", "case_id": "independent11:campaign_and_web_referral:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 32110.93781143427, "conversation_case_id": "independent11:campaign_and_web_referral:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 32107.660808600485, "feature_first_useful_ms": 7033.528224565089, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7036.456185393035, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.89716012775898, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9697545319795609, "first_useful_ms": 6911.609492264688, "optional_ms": 25076.54590718448, "queue_ms": 0.0, "required_to_ready_ms": 6911.609492264688, "submission_ack_ms": 1.3947179540991783, "total_ms": 31988.65407705307}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:campaign_and_web_referral:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d33d1649-cc87-4fe3-b40d-ec2dc65cdf2a", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the CT accounts of any role assigned to a cam...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 20, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field \u2014 same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) \u2014 they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "ct.accounts", "multi": false, "options": [], "phrase": "accounts", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 9, "system": "CT", "text": "CT accounts"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 164, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 158, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d33d1649-cc87-4fe3-b40d-ec2dc65cdf2a", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "d64d3b1c-1194-4885-96eb-9d35709d5a92", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 7.68}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 130.03196474164724, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.user_analytics ua ON ua.user_id = a.id WHERE a.campaign_id IS NOT NULL AND NULLIF(TRIM(ua.came_from_domain), '') IS NOT NULL", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.user_analytics AS ua\n  ON ua.user_id = a.id\nWHERE\n  NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL", "guard": null, "id": "1bea4c75-3808-4053-a6d2-8b1c2c976dec", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "38411eb719bc9cff", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "38411eb719bc9cff", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT accounts of any role assigned to a campaign and with a known web referral domain membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "d33d1649-cc87-4fe3-b40d-ec2dc65cdf2a", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts and user_analytics.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on campaign_id and came_from_domain."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts and user_analytics.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60070049bd0a5dd4741a613483d", "trace_snapshot": {"child_trace_ids": ["7696f6002cee7743e9c94b499d86c9ad"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60070049bd0a5dd4741a613483d", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "4cd888c3-1fc8-4c58-a15e-6c3ecba95f61", "optional_status": "failed", "timing": {"base_persistence_ms": 0.9697545319795609, "first_useful_ms": 6911.609492264688, "optional_ms": 25076.54590718448, "queue_ms": 0.0, "required_to_ready_ms": 6911.609492264688, "submission_ack_ms": 1.3947179540991783, "total_ms": 31988.65407705307}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.68, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 130.03, "validate_ms": 0.0}, "trace_id": "7696f60070049bd0a5dd4741a613483d", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Synthetic27 Client", "client_type": "pfx (private)", "user_id": 11027}, {"client": "Synthetic63 Client", "client_type": "pfx (private)", "user_id": 11063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_private_rejected_registration:t1:base:repeat1", "case_id": "independent11:verified_private_rejected_registration:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11461.377922445536, "conversation_case_id": "independent11:verified_private_rejected_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11027}, {"user_id": 11063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11457.158577628434, "feature_first_useful_ms": 8159.319711849093, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8163.075591437519, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.724468871951103, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2661442160606384, "first_useful_ms": 7972.468857653439, "optional_ms": 3346.6226747259498, "queue_ms": 0.0, "required_to_ready_ms": 7972.468857653439, "submission_ack_ms": 1.83966476470232, "total_ms": 11319.788737222552}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "2 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 2, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ee941663-d671-4343-934f-7b738b790153", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct private CT client records whos...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 37, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 31, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 100, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 94, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 151, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 144, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 190, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 181, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:88eeef041eaa91bb", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 2, "keys": ["11027", "11063"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 2, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ee941663-d671-4343-934f-7b738b790153", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "5a6ede30-8d0c-4d3c-94e9-6307def41f18", "cost_estimate": {"cost_level": "low", "dollars_estimate": 7.499999999999999e-06, "estimated_rows": 2, "ms_estimate": 0.375, "rows": 2, "total_cost": 8.25}, "created_at": "2026-09-06T12:00:00Z", "data": [[11027, "Synthetic27 Client", "pfx (private)"], [11063, "Synthetic63 Client", "pfx (private)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 142.64032151550055, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.verified_at IS NULL) ORDER BY a.id LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  c.type = 'PersonalAccount'\n  AND c.status = 'rejected'\n  AND EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS ba\n    WHERE\n      ba.user_id = a.id AND NOT ba.verified_at IS NULL\n  )\nORDER BY\n  a.id\nLIMIT 10000", "guard": null, "id": "a6937f2a-e483-4528-8ef4-55adfbb34018", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "2 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4c14568cf7d38e53", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4c14568cf7d38e53", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct private CT client records whose registration status is rejected but whose broker verification timestamp exists. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "ee941663-d671-4343-934f-7b738b790153", "row_count": 2, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Keeps only rows matching filters on type, status, user_id, id, and verified_at."], "model": null, "provider": null, "summary": "Reads rows from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600580770db624547d7856f911a", "trace_snapshot": {"child_trace_ids": ["7696f600bd4a5dcd7c0f44daa4dfdd34"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600580770db624547d7856f911a", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "177dc73b-8a68-4cdc-9031-71b2e33dbc5c", "optional_status": "done", "timing": {"base_persistence_ms": 1.2661442160606384, "first_useful_ms": 7972.468857653439, "optional_ms": 3346.6226747259498, "queue_ms": 0.0, "required_to_ready_ms": 7972.468857653439, "submission_ack_ms": 1.83966476470232, "total_ms": 11319.788737222552}}, "row_count": 2, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.03, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 142.64, "validate_ms": 0.0}, "trace_id": "7696f600580770db624547d7856f911a", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:trade_sell_not_declared:t2:base:repeat1", "case_id": "independent11:trade_sell_not_declared:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 18085.394953377545, "conversation_case_id": "independent11:trade_sell_not_declared:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 18082.626335322857, "feature_first_useful_ms": 18063.199502415955, "first_useful_ms": 18065.616226755083, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.381891943514347, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7374008893966675, "optional_ms": 63.70958685874939, "queue_ms": 0.0, "required_to_ready_ms": 17920.808670111, "submission_ack_ms": 1.984097994863987, "total_ms": 17985.063636675477}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:trade_sell_not_declared:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "2522fe6a-2aff-4ae6-9acc-d5c1d870b24b", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 25, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 19, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.quotes.sell_currency", "columns": ["ct.quotes.sell_currency"], "end": 95, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quoted sell currency (ISO code).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "sell currency", "multi": false, "options": [], "phrase": "sell currency", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 82, "system": "CT", "text": "sell currency"}, {"clarify_case": null, "column": "ct.clients.sell_currencies", "columns": ["ct.clients.sell_currencies"], "end": 138, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "DECLARED (onboarding) sell currencies \u2014 the currencies the client SAID at sign-up they wanted to sell. NOT actually-traded (that is trade_bookings.sell_currency/buy_currency) and NOT a residence cohort. An ARRAY (text[]): test membership with `'<CODE>' = ANY(clients.sell_currencies)`; there is NO singular sell_currency column on clients and a scalar comparison fails validation. Declared intent needs NO trade \u2014 a client who never traded still has one \u2014 so never add a trade-existence predicate to a declared-intent cohort. A generic 'declared/intended to trade <CODE>' is EITHER side: OR this with ct.clients.buy_currencies; '<CODE> book' is the TRADED cohort, a different lens.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "declared sell currencies", "multi": false, "options": [], "phrase": "sell currencies", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 114, "system": "CT", "text": "declared sell currencies"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "2522fe6a-2aff-4ae6-9acc-d5c1d870b24b", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "18227b6a-0882-4443-a0b2-1d0a20485f32", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_SQL_001", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(*) AS client_count FROM (SELECT DISTINCT tb.user_id FROM public.trade_bookings tb JOIN public.clients c ON c.user_id = tb.user_id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND tb.sell_currency IS NOT NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies))) t"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT c.user_id) AS client_count FROM public.clients c WHERE c.user_id IS NOT NULL AND c.sell_currencies IS NOT NULL AND EXISTS (SELECT 1 FROM public.trade_bookings tb WHERE tb.user_id = c.user_id AND tb.deleted_at IS NULL AND COALESCE(tb.status, '') <> 'closed' AND tb.sell_currency IS NOT NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies)))"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "71618803-cd30-4e94-9599-a83339f9709a", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3f0ee92e3aa780ed", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4ea0ea19210a2921", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The gold catalog contains no trade-level relation (no trade_bookings) and no declared sell-currency column in ct.client_360, so the sell-currency mismatch cohort cannot be computed in this leg.\",\n  \"confidence\": \"uncertain\",\n  \"warnings\": [\"Raw trade activity", "prompt_sha256": "1833734921810580", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1833734921810580", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "2522fe6a-2aff-4ae6-9acc-d5c1d870b24b", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_SQL_001", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-2522fe6a-2aff-4ae6-9acc-d5c1d870b24b", "trace_snapshot": {"job": {"job_id": "86ad611a-7346-4551-9447-1e54d69df94f", "optional_status": "done", "timing": {"base_persistence_ms": 1.7374008893966675, "optional_ms": 63.70958685874939, "queue_ms": 0.0, "required_to_ready_ms": 17920.808670111, "submission_ack_ms": 1.984097994863987, "total_ms": 17985.063636675477}}, "terminal_error": {"error_code": "BI_SQL_001", "guard": null}}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_SQL_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 2}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_private_rejected_registration:t2:base:repeat1", "case_id": "independent11:verified_private_rejected_registration:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20246.61752115935, "conversation_case_id": "independent11:verified_private_rejected_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 2}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20243.90265904367, "feature_first_useful_ms": 7156.47576097399, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7158.781579695642, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.273358404636383, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.1058872118592262, "first_useful_ms": 7026.225486770272, "optional_ms": 12899.48433637619, "queue_ms": 0.0, "required_to_ready_ms": 7026.225486770272, "submission_ack_ms": 1.704520545899868, "total_ms": 19926.97805725038}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 2.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:verified_private_rejected_registration:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9fbb4c5b-428f-43e8-b564-436470ea2f84", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the private CT client records whose re...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 33, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 27, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 96, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 90, "system": "CT", "text": "broker"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9fbb4c5b-428f-43e8-b564-436470ea2f84", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "5a6ede30-8d0c-4d3c-94e9-6307def41f18", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.5e-06, "estimated_rows": 1, "ms_estimate": 0.17500000000000002, "rows": 1, "total_cost": 8.26}, "created_at": "2026-09-06T12:00:00Z", "data": [[2]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 130.5768731981516, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id)::integer AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = a.id AND ba.verified_at IS NOT NULL)", "generated_sql_pretty": "SELECT\n  CAST(COUNT(DISTINCT a.id) AS INT) AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  c.type = 'PersonalAccount'\n  AND c.status = 'rejected'\n  AND EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS ba\n    WHERE\n      ba.user_id = a.id AND NOT ba.verified_at IS NULL\n  )", "guard": null, "id": "18c244cf-e45a-40c6-80cf-de8a34245238", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 2.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "75694e2da846d49b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "75694e2da846d49b", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the private CT client records whose registration status is rejected but whose broker verification timestamp exists in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "9fbb4c5b-428f-43e8-b564-436470ea2f84", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on type, status, user_id, id, and verified_at."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ddd30d651f874bdebdc107ff", "trace_snapshot": {"child_trace_ids": ["7696f6004fe1a3440ca34707b44572de"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ddd30d651f874bdebdc107ff", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "b9f789cc-0e30-4ecd-93f1-896bdce0966b", "optional_status": "done", "timing": {"base_persistence_ms": 3.1058872118592262, "first_useful_ms": 7026.225486770272, "optional_ms": 12899.48433637619, "queue_ms": 0.0, "required_to_ready_ms": 7026.225486770272, "submission_ack_ms": 1.704520545899868, "total_ms": 19926.97805725038}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 3.13, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 130.58, "validate_ms": 0.0}, "trace_id": "7696f600ddd30d651f874bdebdc107ff", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 64", "client_type": "cfx (corporate)", "user_id": 11064}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "user_id": 11060}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "user_id": 11056}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "user_id": 11052}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "user_id": 11050}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "user_id": 11049}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "user_id": 11048}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "user_id": 11042}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "user_id": 11040}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "user_id": 11032}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "user_id": 11030}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "user_id": 11028}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "user_id": 11024}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "user_id": 11021}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "user_id": 11020}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "user_id": 11016}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "user_id": 11012}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "user_id": 11006}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "user_id": 11004}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:trade_sell_not_declared:t3:base:repeat1", "case_id": "independent11:trade_sell_not_declared:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 33121.35499808937, "conversation_case_id": "independent11:trade_sell_not_declared:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11059}, {"user_id": 11058}, {"user_id": 11057}, {"user_id": 11056}, {"user_id": 11055}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11052}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11049}, {"user_id": 11047}, {"user_id": 11046}, {"user_id": 11045}, {"user_id": 11044}, {"user_id": 11043}, {"user_id": 11042}, {"user_id": 11041}, {"user_id": 11040}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11036}, {"user_id": 11035}, {"user_id": 11034}, {"user_id": 11033}, {"user_id": 11031}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11028}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11024}, {"user_id": 11023}, {"user_id": 11022}, {"user_id": 11021}, {"user_id": 11020}, {"user_id": 11019}, {"user_id": 11018}, {"user_id": 11017}, {"user_id": 11015}, {"user_id": 11014}, {"user_id": 11013}, {"user_id": 11012}, {"user_id": 11011}, {"user_id": 11010}, {"user_id": 11009}, {"user_id": 11008}, {"user_id": 11007}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 33115.836325101554, "feature_first_useful_ms": 19196.516001597047, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 19200.84603317082, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.293279722332954, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.785491317510605, "first_useful_ms": 18899.061574600637, "optional_ms": 14055.171920917928, "queue_ms": 0.0, "required_to_ready_ms": 18899.061574600637, "submission_ack_ms": 1.7428100109100342, "total_ms": 32954.745814204216}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:trade_sell_not_declared:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "aa8dc1bd-8b08-44c0-ba02-0c8b289af394", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the CT client record...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 43, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 37, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.quotes.sell_currency", "columns": ["ct.quotes.sell_currency"], "end": 113, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quoted sell currency (ISO code).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "sell currency", "multi": false, "options": [], "phrase": "sell currency", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 100, "system": "CT", "text": "sell currency"}, {"clarify_case": null, "column": "ct.clients.sell_currencies", "columns": ["ct.clients.sell_currencies"], "end": 156, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "DECLARED (onboarding) sell currencies \u2014 the currencies the client SAID at sign-up they wanted to sell. NOT actually-traded (that is trade_bookings.sell_currency/buy_currency) and NOT a residence cohort. An ARRAY (text[]): test membership with `'<CODE>' = ANY(clients.sell_currencies)`; there is NO singular sell_currency column on clients and a scalar comparison fails validation. Declared intent needs NO trade \u2014 a client who never traded still has one \u2014 so never add a trade-existence predicate to a declared-intent cohort. A generic 'declared/intended to trade <CODE>' is EITHER side: OR this with ct.clients.buy_currencies; '<CODE> book' is the TRADED cohort, a different lens.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "declared sell currencies", "multi": false, "options": [], "phrase": "sell currencies", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 132, "system": "CT", "text": "declared sell currencies"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 211, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 204, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "key_column": "user_id", "key_count": 45, "keys": ["11064", "11062", "11061", "11060", "11059", "11056", "11055", "11053", "11052", "11050", "11049", "11048", "11047", "11044", "11043", "11042", "11041", "11040", "11039", "11037", "11035", "11033", "11032", "11031", "11030", "11028", "11026", "11025", "11024", "11022", "11021", "11020", "11016", "11015", "11014", "11013", "11012", "11011", "11010", "11008", "11007", "11006", "11005", "11004", "11003"], "keys_available": true, "materialized_from_truncated_listing": true, "over_cap": false}}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 45, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "aa8dc1bd-8b08-44c0-ba02-0c8b289af394", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "gold", "status": "unverified"}, {"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "source": "ct", "status": "unverified"}, {"evidence": "Keyed merge and authoritative-source checks.", "id": "merge_membership", "reason": "Keys, merge grain, and source membership were checked.", "status": "satisfied"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "ct", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "18227b6a-0882-4443-a0b2-1d0a20485f32", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11064, "Fictional Company 64", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"], [11061, "Fictional Company 61", "cfx (corporate)"], [11060, "Fictional Company 60", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11056, "Fictional Company 56", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11052, "Fictional Company 52", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11048, "Fictional Company 48", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11044, "Fictional Company 44", "unknown"], [11043, "Fictional Company 43", "cfx (corporate)"], [11042, "Fictional Company 42", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11040, "Fictional Company 40", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11033, "Fictional Company 33", "cfx (corporate)"], [11032, "Fictional Company 32", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11030, "Fictional Company 30", "cfx (corporate)"], [11028, "Fictional Company 28", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11025, "Fictional Company 25", "cfx (corporate)"], [11024, "Fictional Company 24", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11021, "Fictional Company 21", "cfx (corporate)"], [11020, "Fictional Company 20", "cfx (corporate)"], [11016, "Fictional Company 16", "cfx (corporate)"], [11015, "Fictional Company 15", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11012, "Fictional Company 12", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11008, "Fictional Company 8", "unknown"], [11007, "Fictional Company 7", "cfx (corporate)"], [11006, "Fictional Company 6", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11004, "Fictional Company 4", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 10401.136118918657, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.9111111111111111, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 41, "output_rows": 45, "preserve_label": "gold", "unmatched": 4}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 45, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 GROUP BY user_id ORDER BY user_id DESC NULLS LAST LIMIT 10001", "trace_id": "7696f600806f19110934491089f18b9f", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 60, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id JOIN public.clients AS c ON c.user_id = a.id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT tb.sell_currency IS NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies)) ORDER BY 1 DESC NULLS LAST LIMIT 10001", "trace_id": "7696f600c814dd4641384427ae7c0098", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "90be7cfc-1a78-4a94-8771-dc143699041b", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "45 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4b454ed1c02f39e3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "09073c0cf311b233", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "edceadda3f847566", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "edceadda3f847566", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "aa8dc1bd-8b08-44c0-ba02-0c8b289af394", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts, trade_bookings, and clients.", "CT Ledger: Keeps only rows matching filters on deleted_at, status, sell_currency, and sell_currencies."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts, trade_bookings, and clients.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600db4539b22ac943ff8c641868", "trace_snapshot": {"child_trace_ids": ["7696f600cde7fdb2b5264130aa016628", "7696f600c814dd4641384427ae7c0098", "7696f600806f19110934491089f18b9f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600db4539b22ac943ff8c641868", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "c36a92b3-ebea-4803-ac36-d8c2b03fe4cb", "optional_status": "done", "timing": {"base_persistence_ms": 5.785491317510605, "first_useful_ms": 18899.061574600637, "optional_ms": 14055.171920917928, "queue_ms": 0.0, "required_to_ready_ms": 18899.061574600637, "submission_ack_ms": 1.7428100109100342, "total_ms": 32954.745814204216}}, "row_count": 45, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 12.54, "parse_ms": 0.0, "required_checks_ms": 6.46, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 10401.14, "validate_ms": 0.0}, "trace_id": "7696f600db4539b22ac943ff8c641868", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Synthetic63 Client", "client_type": "pfx (private)", "user_id": 11063}, {"client": "Synthetic27 Client", "client_type": "pfx (private)", "user_id": 11027}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_private_rejected_registration:t3:base:repeat1", "case_id": "independent11:verified_private_rejected_registration:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 22671.538019552827, "conversation_case_id": "independent11:verified_private_rejected_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11063}, {"user_id": 11027}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 22668.069310486317, "feature_first_useful_ms": 8088.258121162653, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8091.206602752209, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.913570962846279, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.771794520318508, "first_useful_ms": 7778.987972997129, "optional_ms": 14772.731735371053, "queue_ms": 0.0, "required_to_ready_ms": 7778.987972997129, "submission_ack_ms": 1.45712960511446, "total_ms": 22553.416047245264}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "2 rows returned.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:verified_private_rejected_registration:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 2, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7272e606-f98a-4bca-b220-e8f3b820713a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the private CT clien...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 51, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 45, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 114, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 108, "system": "CT", "text": "broker"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 199, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 192, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:d47119342bc5f399", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 2, "keys": ["11063", "11027"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "integer", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 2, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7272e606-f98a-4bca-b220-e8f3b820713a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "5a6ede30-8d0c-4d3c-94e9-6307def41f18", "cost_estimate": {"cost_level": "low", "dollars_estimate": 7e-06, "estimated_rows": 2, "ms_estimate": 0.35000000000000003, "rows": 2, "total_cost": 8.24}, "created_at": "2026-09-06T12:00:00Z", "data": [[11063, "Synthetic63 Client", "pfx (private)"], [11027, "Synthetic27 Client", "pfx (private)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 150.91373026371002, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.verified_at IS NULL) ORDER BY a.id DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  a.id AS user_id\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  c.type = 'PersonalAccount'\n  AND c.status = 'rejected'\n  AND EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS ba\n    WHERE\n      ba.user_id = a.id AND NOT ba.verified_at IS NULL\n  )\nORDER BY\n  a.id DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "c353a239-ea55-4cc2-bb98-5456fc6c3298", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "2 rows returned.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a3671e444c79faaa", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a3671e444c79faaa", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the private CT client records whose registration status is rejected but whose broker verification timestamp exists from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "7272e606-f98a-4bca-b220-e8f3b820713a", "row_count": 2, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Keeps only rows matching filters on type, status, user_id, id, and verified_at."], "model": null, "provider": null, "summary": "Reads rows from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600e0b50942826548ab92ae8fbe", "trace_snapshot": {"child_trace_ids": ["7696f6003c4680facebe452aaa624fb5"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600e0b50942826548ab92ae8fbe", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "08283ac3-c6e0-4c1b-b2f3-542ffcb41057", "optional_status": "done", "timing": {"base_persistence_ms": 6.771794520318508, "first_useful_ms": 7778.987972997129, "optional_ms": 14772.731735371053, "queue_ms": 0.0, "required_to_ready_ms": 7778.987972997129, "submission_ack_ms": 1.45712960511446, "total_ms": 22553.416047245264}}, "row_count": 2, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.33, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 150.91, "validate_ms": 0.0}, "trace_id": "7696f600e0b50942826548ab92ae8fbe", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 2}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:verified_private_rejected_registration:t4:base:repeat1", "case_id": "independent11:verified_private_rejected_registration:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17319.598130881786, "conversation_case_id": "independent11:verified_private_rejected_registration:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 2}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17315.820518881083, "feature_first_useful_ms": 9615.654124878347, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 9618.928268551826, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2195216044783592, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.988224521279335, "first_useful_ms": 9522.037971764803, "optional_ms": 7727.31364518404, "queue_ms": 0.0, "required_to_ready_ms": 9522.037971764803, "submission_ack_ms": 1.9529284909367561, "total_ms": 17249.869974330068}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 2.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:verified_private_rejected_registration:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1c49e9e0-3127-4f65-bcc4-6f7f17de4c9b", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the private CT client records whose registrat...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 26, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 20, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.trade_bookings.broker_account_id", "columns": ["ct.trade_bookings.broker_account_id"], "end": 89, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "The trade's PAYMENT/LIQUIDITY PARTNER \u2014 CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown \u2014 platform is the booking CHANNEL (web/ios/system/nexus), not a partner \u2014 and never alias platform AS payment_partner.", "federation_rule": "Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' \u2014 NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.", "matched_term": "broker", "multi": false, "options": [], "phrase": "broker account id", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 83, "system": "CT", "text": "broker"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1c49e9e0-3127-4f65-bcc4-6f7f17de4c9b", "follow_up_ready": false, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "5a6ede30-8d0c-4d3c-94e9-6307def41f18", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.5e-06, "estimated_rows": 1, "ms_estimate": 0.17500000000000002, "rows": 1, "total_cost": 8.26}, "created_at": "2026-09-06T12:00:00Z", "data": [[2]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 139.70887195318937, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = a.id AND ba.verified_at IS NOT NULL)", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n  ON c.user_id = a.id\nWHERE\n  c.type = 'PersonalAccount'\n  AND c.status = 'rejected'\n  AND EXISTS(\n    SELECT\n      1\n    FROM public.broker_accounts AS ba\n    WHERE\n      ba.user_id = a.id AND NOT ba.verified_at IS NULL\n  )", "guard": null, "id": "dffc80dd-56a3-44d6-9f49-eb75b353c42d", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 2.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["activation-definition", "activation-definition-gold", "onboarding-duration", "churn-tier-definitions", "declared-currency-intent", "trade-existence-default-booked", "settlement-is-ct-trade-lifecycle", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "878fda5eeffa7e22", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "878fda5eeffa7e22", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the private CT client records whose registration status is rejected but whose broker verification timestamp exists membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "1c49e9e0-3127-4f65-bcc4-6f7f17de4c9b", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts, clients, and broker_accounts.", "Calculates how many DISTINCT a.id there are.", "Keeps only rows matching filters on type, status, user_id, id, and verified_at."], "model": null, "provider": null, "summary": "Works out how many DISTINCT a.id there are from accounts, clients, and broker_accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6000dcd0fd23a8a421b8da85caf", "trace_snapshot": {"child_trace_ids": ["7696f6000d3d495a83dd40dd8ebcda9b"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6000dcd0fd23a8a421b8da85caf", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "3c03d16a-49ff-5f14-b95f-3cc1acff09e0"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "0effdd20-4087-41be-b26f-59aa5d584d80", "optional_status": "done", "timing": {"base_persistence_ms": 0.988224521279335, "first_useful_ms": 9522.037971764803, "optional_ms": 7727.31364518404, "queue_ms": 0.0, "required_to_ready_ms": 9522.037971764803, "submission_ack_ms": 1.9529284909367561, "total_ms": 17249.869974330068}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 4.05, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 139.71, "validate_ms": 0.0}, "trace_id": "7696f6000dcd0fd23a8a421b8da85caf", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_organization_owner_gap:t1:base:repeat1", "case_id": "independent11:person_organization_owner_gap:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10866.463840939105, "conversation_case_id": "independent11:person_organization_owner_gap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31002}, {"user_id": 31003}, {"user_id": 31004}, {"user_id": 31005}, {"user_id": 31008}, {"user_id": 31009}, {"user_id": 31010}, {"user_id": 31011}, {"user_id": 31014}, {"user_id": 31015}, {"user_id": 31016}, {"user_id": 31017}, {"user_id": 31020}, {"user_id": 31021}, {"user_id": 31022}, {"user_id": 31023}, {"user_id": 31026}, {"user_id": 31027}, {"user_id": 31028}, {"user_id": 31029}, {"user_id": 31032}, {"user_id": 31033}, {"user_id": 31034}, {"user_id": 31035}, {"user_id": 31038}, {"user_id": 31039}, {"user_id": 31040}, {"user_id": 31041}, {"user_id": 31044}, {"user_id": 31045}, {"user_id": 31046}, {"user_id": 31047}, {"user_id": 31050}, {"user_id": 31051}, {"user_id": 31052}, {"user_id": 31053}, {"user_id": 31056}, {"user_id": 31057}, {"user_id": 31058}, {"user_id": 31059}, {"user_id": 31062}, {"user_id": 31063}, {"user_id": 31064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10862.353509292006, "feature_first_useful_ms": 10833.514928817749, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 10837.323470972478, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.7599802017211914, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.085501052439213, "first_useful_ms": 10523.057338781655, "optional_ms": 69.31904144585133, "queue_ms": 0.0, "required_to_ready_ms": 10523.057338781655, "submission_ack_ms": 1.9660387188196182, "total_ms": 10594.99688167125}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bc811b65-0094-4a34-8ad6-f1dcd9acc59a", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people whose owner d...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 48, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Owner", "multi": false, "options": [], "phrase": "Owner", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 43, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 93, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 81, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 114, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 107, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 153, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 144, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; 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High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "b4bf71b7-a837-41c2-b985-a57a127c8be8", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 14.26}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(p.ct_id, p.id) AS user_id FROM pipedrive.persons AS p JOIN pipedrive.organizations AS o ON o.id = p.org_id WHERE p.owner_id IS DISTINCT FROM o.owner_id ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(p.ct_id, p.id) AS user_id\nFROM pipedrive.persons AS p\nJOIN pipedrive.organizations AS o\n  ON o.id = p.org_id\nWHERE\n  p.owner_id IS DISTINCT FROM o.owner_id\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "8ae8e44e-722a-43ee-9558-79d91d4a5a22", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "38914fe09969cee0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "38914fe09969cee0", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people whose owner differs from the owner of their organization. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "bc811b65-0094-4a34-8ad6-f1dcd9acc59a", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f600b655eabd6b034fe7a65a0ebe", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600b655eabd6b034fe7a65a0ebe", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "ad2bc716-ff3c-4d8d-a0ff-79c45778a5f3", "optional_status": "done", "timing": {"base_persistence_ms": 6.085501052439213, "first_useful_ms": 10523.057338781655, "optional_ms": 69.31904144585133, "queue_ms": 0.0, "required_to_ready_ms": 10523.057338781655, "submission_ack_ms": 1.9660387188196182, "total_ms": 10594.99688167125}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.1, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 38.8, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 1.69, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600b655eabd6b034fe7a65a0ebe", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:trade_sell_not_declared:t4:base:repeat1", "case_id": "independent11:trade_sell_not_declared:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 47372.27680999786, "conversation_case_id": "independent11:trade_sell_not_declared:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 47368.107666261494, "feature_first_useful_ms": 47358.57927519828, "first_useful_ms": 47362.41870839149, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.7945928052067757, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8801398798823357, "optional_ms": 72.85853568464518, "queue_ms": 0.0, "required_to_ready_ms": 47220.42628657073, "submission_ack_ms": 2.424994483590126, "total_ms": 47293.76077838242}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:trade_sell_not_declared:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "341dfdc5-a691-40e7-b756-5521e2551ed9", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 18, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 12, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.quotes.sell_currency", "columns": ["ct.quotes.sell_currency"], "end": 88, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Quoted sell currency (ISO code).", "federation_rule": "Direct user_id; group quote metrics to one row per user_id before merge.", "matched_term": "sell currency", "multi": false, "options": [], "phrase": "sell currency", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 75, "system": "CT", "text": "sell currency"}, {"clarify_case": null, "column": "ct.clients.sell_currencies", "columns": ["ct.clients.sell_currencies"], "end": 131, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "DECLARED (onboarding) sell currencies \u2014 the currencies the client SAID at sign-up they wanted to sell. NOT actually-traded (that is trade_bookings.sell_currency/buy_currency) and NOT a residence cohort. An ARRAY (text[]): test membership with `'<CODE>' = ANY(clients.sell_currencies)`; there is NO singular sell_currency column on clients and a scalar comparison fails validation. Declared intent needs NO trade \u2014 a client who never traded still has one \u2014 so never add a trade-existence predicate to a declared-intent cohort. A generic 'declared/intended to trade <CODE>' is EITHER side: OR this with ct.clients.buy_currencies; '<CODE> book' is the TRADED cohort, a different lens.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "declared sell currencies", "multi": false, "options": [], "phrase": "sell currencies", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 107, "system": "CT", "text": "declared sell currencies"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "341dfdc5-a691-40e7-b756-5521e2551ed9", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "18227b6a-0882-4443-a0b2-1d0a20485f32", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name a measure and source available on this connection."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT tb.user_id) AS client_count FROM public.trade_bookings AS tb JOIN public.clients AS c ON c.user_id = tb.user_id WHERE (tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT tb.sell_currency IS NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies))) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT t.user_id) AS client_count FROM public.trade_bookings t JOIN public.clients c ON c.user_id = t.user_id WHERE t.deleted_at IS NULL AND t.status <> 'closed' AND t.sell_currency IS NOT NULL AND NOT (c.sell_currencies @> ARRAY[t.sell_currency])"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "fec99655-4a4d-4c83-876b-839bbb7f1406", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1e78213f31fede1a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f7f77faf004eaa3f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n  \"sql\": \"\",\n  \"explanation\": \"The gold catalog contains no raw trade or client sell-currency data (no trade_bookings, no clients table), and ct.client_360 has no column capturing whether a client traded in an undeclared sell currency, so this cohort cannot be computed on the gold leg.\",\n ", "prompt_sha256": "485adae97bae3b89", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "d6c0b1867320d3c8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d6c0b1867320d3c8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "341dfdc5-a691-40e7-b756-5521e2551ed9", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The query refers to a table or column unavailable on the selected connection.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "federated-341dfdc5-a691-40e7-b756-5521e2551ed9", "trace_snapshot": {"job": {"job_id": "73ff7c82-c8f0-49ab-b150-1f9c2210ba9a", "optional_status": "done", "timing": {"base_persistence_ms": 0.8801398798823357, "optional_ms": 72.85853568464518, "queue_ms": 0.0, "required_to_ready_ms": 47220.42628657073, "submission_ack_ms": 2.424994483590126, "total_ms": 47293.76077838242}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The query refers to a table or column that is unavailable on the selected connection.", "class": "schema", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_organization_owner_gap:t2:base:repeat1", "case_id": "independent11:person_organization_owner_gap:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 26204.642402008176, "conversation_case_id": "independent11:person_organization_owner_gap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 26201.009596697986, "feature_first_useful_ms": 26189.79210872203, "first_useful_ms": 26193.222696892917, "fixture": "base", "guard": "ProviderRetryExhaustedError", "http_status": 202, "independent_oracle_ms": 3.3860765397548676, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 8.813115768134594, "queue_ms": 0.0, "submission_ack_ms": 1.8852846696972847, "total_ms": 26107.166464440525}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": "independent11:person_organization_owner_gap:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic checks may be unverified.", "execution_id": "176cba7f-2f97-43b2-aacc-ff2536104bfa", "outcome": "refusal", "queried_at": null, "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": null, "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": null, "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 44, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Owner", "multi": false, "options": [], "phrase": "Owner", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 39, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 89, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 77, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 156, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_person_organization_conflict:t2:base:repeat1", "case_id": "independent11:deal_person_organization_conflict:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9380.990631878376, "conversation_case_id": "independent11:deal_person_organization_conflict:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9377.467080019414, "feature_first_useful_ms": 6122.101718559861, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6124.872014857829, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7026934549212456, "intent_family": "independent11:deal_person_organization_conflict", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.8336124271154404, "first_useful_ms": 5830.002221278846, "optional_ms": 3403.352222405374, "queue_ms": 0.0, "required_to_ready_ms": 5830.002221278846, "submission_ack_ms": 2.0980434492230415, "total_ms": 9233.833030797541}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:deal_person_organization_conflict:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d30be11a-bb6c-4a7e-8694-82e78a17c80d", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the Pipedrive people with a deal assig...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 81, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 69, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 173, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "fcdd765c-c94f-4845-a406-9a7466d3e757", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000147, "estimated_rows": 49, "ms_estimate": 7.3500000000000005, "rows": 49, "total_cost": 15.14}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT pe.ct_id AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.deals AS d ON d.person_id = pe.id WHERE NOT pe.ct_id IS NULL AND d.org_id IS DISTINCT FROM pe.org_id ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  pe.ct_id AS user_id\nFROM pipedrive.persons_enriched AS pe\nJOIN pipedrive.deals AS d\n  ON d.person_id = pe.id\nWHERE\n  NOT pe.ct_id IS NULL AND d.org_id IS DISTINCT FROM pe.org_id\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "e730ecf1-e284-4617-b640-6455d20691c5", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f55ee349a6627214", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f55ee349a6627214", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with a deal assigned to a different organization from their person record from the first result, this time in descending user_id order. 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An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "0bbfd79d-9a92-4b89-bb20-15cd211ad622", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and deals.", "Calculates how many DISTINCT pe.ct_id there are.", "Keeps only rows matching filters on org_id and ct_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT pe.ct_id there are from persons_enriched and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c6539767ad5b4a61bb867bcd", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c6539767ad5b4a61bb867bcd", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "50e96258-1caa-4f41-b8ab-0ba31bf1e421", "optional_status": "done", "timing": {"base_persistence_ms": 3.0103344470262527, "first_useful_ms": 4564.283681102097, "optional_ms": 2247.380801476538, "queue_ms": 0.0, "required_to_ready_ms": 4564.283681102097, "submission_ack_ms": 2.2045569494366646, "total_ms": 6813.009449280798}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 39.25, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 1.92, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600c6539767ad5b4a61bb867bcd", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:qualified_without_deal_stage:t1:base:repeat1", "case_id": "independent11:qualified_without_deal_stage:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7511.813974007964, "conversation_case_id": "independent11:qualified_without_deal_stage:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7506.954655982554, "feature_first_useful_ms": 7230.846832506359, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 7235.378108918667, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.486274905502796, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.304280504584312, "first_useful_ms": 7080.398155376315, "optional_ms": 110.31228397041559, "queue_ms": 0.0, "required_to_ready_ms": 7080.398155376315, "submission_ack_ms": 2.0392807200551033, "total_ms": 7192.690269090235}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "4daebc15-90b2-4d51-b049-943e414d3419", "follow_up_ready": true, "outcome": "empty", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people who have a le...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 108, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 103, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 129, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 122, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 168, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 159, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; 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High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "3fc4a9da-5a3e-4190-833f-931f1fc4e0e1", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 13.16}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT CASE WHEN NOT pe.ct_id IS NULL THEN pe.ct_id ELSE pe.id END AS user_id FROM pipedrive.persons_enriched AS pe WHERE NOT pe.pd_lead_qualified_at IS NULL AND NOT EXISTS(SELECT 1 FROM pipedrive.deals AS d WHERE d.person_id = pe.id AND d.stage_name = 'Negotiation') ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  CASE WHEN NOT pe.ct_id IS NULL THEN pe.ct_id ELSE pe.id END AS user_id\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  NOT pe.pd_lead_qualified_at IS NULL\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM pipedrive.deals AS d\n    WHERE\n      d.person_id = pe.id AND d.stage_name = 'Negotiation'\n  )\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "c5b9ceeb-2aac-405d-b1eb-b63e5eb8be1e", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e3280f8538613ab4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e3280f8538613ab4", "provider": "zai", "row_touching": false, "sampling_pin": "off", "shared": ["Negotiation"]}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people who have a lead qualification date but no deal in the Negotiation stage. 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{"action": "query", "actual_rows": [{"user_id": 1090}, {"user_id": 11004}, {"user_id": 11008}, {"user_id": 11010}, {"user_id": 11016}, {"user_id": 11020}, {"user_id": 11022}, {"user_id": 11026}, {"user_id": 11032}, {"user_id": 11034}, {"user_id": 11038}, {"user_id": 11040}, {"user_id": 11044}, {"user_id": 11046}, {"user_id": 11050}, {"user_id": 11052}, {"user_id": 11058}, {"user_id": 11062}, {"user_id": 11064}, {"user_id": 31014}, {"user_id": 31028}, {"user_id": 31056}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_note_pinned_exclusively:t1:base:repeat1", "case_id": "independent11:person_note_pinned_exclusively:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 24249.152035452425, "conversation_case_id": "independent11:person_note_pinned_exclusively:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31002}, {"user_id": 31004}, {"user_id": 31008}, {"user_id": 31010}, {"user_id": 31014}, {"user_id": 31016}, {"user_id": 31020}, {"user_id": 31022}, {"user_id": 31026}, {"user_id": 31028}, {"user_id": 31032}, {"user_id": 31034}, {"user_id": 31038}, {"user_id": 31040}, {"user_id": 31044}, {"user_id": 31046}, {"user_id": 31050}, {"user_id": 31052}, {"user_id": 31056}, {"user_id": 31058}, {"user_id": 31062}, {"user_id": 31064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 24244.0546490252, "feature_first_useful_ms": 6166.956908069551, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 6171.388311311603, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.172664135694504, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1776294559240341, "first_useful_ms": 6022.610221989453, "optional_ms": 18031.88823349774, "queue_ms": 0.0, "required_to_ready_ms": 6022.610221989453, "submission_ack_ms": 1.9266968593001366, "total_ms": 24055.172248743474}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "22 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 22, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "baaf4df9-b17b-4567-a5a8-2dec7efc4283", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people with an activ...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 123, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 116, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 162, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 153, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 22, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "baaf4df9-b17b-4567-a5a8-2dec7efc4283", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "6a269827-2b54-4126-b710-6bf02e171427", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.8e-05, "estimated_rows": 16, "ms_estimate": 2.4000000000000004, "rows": 16, "total_cost": 6.0}, "created_at": "2026-09-06T12:00:00Z", "data": [[1090], [11004], [11008], [11010], [11016], [11020], [11022], [11026], [11032], [11034], [11038], [11040], [11044], [11046], [11050], [11052], [11058], [11062], [11064], [31014], [31028], [31056]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(p.ct_id, n.person_id) AS user_id FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id WHERE n.active_flag = TRUE AND n.pinned_to_person_flag = TRUE AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(p.ct_id, n.person_id) AS user_id\nFROM pipedrive.notes AS n\nJOIN pipedrive.persons AS p\n  ON p.id = n.person_id\nWHERE\n  n.active_flag = TRUE\n  AND n.pinned_to_person_flag = TRUE\n  AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "38b20e1c-037c-4297-a75f-c330892aefb5", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "22 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e6489959dc47532e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e6489959dc47532e", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with an active note pinned to the person but not pinned to a deal. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "baaf4df9-b17b-4567-a5a8-2dec7efc4283", "row_count": 22, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from notes and persons.", "Keeps only rows matching filters on active_flag, pinned_to_person_flag, and pinned_to_deal_flag."], "model": null, "provider": null, "summary": "Reads rows from notes and persons.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60022c3a5289a9e42138d3bdfba", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60022c3a5289a9e42138d3bdfba", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "c0193276-71df-4a13-a78a-8eaa177da35d", "optional_status": "done", "timing": {"base_persistence_ms": 1.1776294559240341, "first_useful_ms": 6022.610221989453, "optional_ms": 18031.88823349774, "queue_ms": 0.0, "required_to_ready_ms": 6022.610221989453, "submission_ack_ms": 1.9266968593001366, "total_ms": 24055.172248743474}}, "row_count": 22, "status": "completed", "timing": {"admission_ms": 0.09, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 37.86, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.06, "sql_execution_ms": 2.07, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60022c3a5289a9e42138d3bdfba", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:qualified_without_deal_stage:t2:base:repeat1", "case_id": "independent11:qualified_without_deal_stage:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 27838.064410723746, "conversation_case_id": "independent11:qualified_without_deal_stage:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 27834.652392193675, "feature_first_useful_ms": 6228.865168057382, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6231.910924427211, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.009924665093422, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.064666271209717, "first_useful_ms": 5923.137836158276, "optional_ms": 21763.627448119223, "queue_ms": 0.0, "required_to_ready_ms": 5923.137836158276, "submission_ack_ms": 1.797121949493885, "total_ms": 27687.78687994927}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:qualified_without_deal_stage:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "15ab1c55-082f-4983-b960-5236917b05b1", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the Pipedrive people who have a lead q...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 104, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 99, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 171, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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{"action": "query", "actual_rows": [{"client_count": 22}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_note_pinned_exclusively:t2:base:repeat1", "case_id": "independent11:person_note_pinned_exclusively:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17886.517270468175, "conversation_case_id": "independent11:person_note_pinned_exclusively:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 22}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17883.1997057423, "feature_first_useful_ms": 5911.626887507737, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5914.350351318717, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6892228052020073, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.349656842648983, "first_useful_ms": 5721.303596161306, "optional_ms": 12013.889854773879, "queue_ms": 0.0, "required_to_ready_ms": 5721.303596161306, "submission_ack_ms": 1.5225932002067566, "total_ms": 17736.02509032935}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 22.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:person_note_pinned_exclusively:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7031b0a7-f783-4bc5-96ab-7b17a3add399", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the Pipedrive people with an active no...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 165, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 159, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7031b0a7-f783-4bc5-96ab-7b17a3add399", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "6a269827-2b54-4126-b710-6bf02e171427", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 6.01}, "created_at": "2026-09-06T12:00:00Z", "data": [[22]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT COALESCE(p.ct_id, n.person_id)) AS client_count FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id WHERE n.active_flag = TRUE AND n.pinned_to_person_flag = TRUE AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT COALESCE(p.ct_id, n.person_id)) AS client_count\nFROM pipedrive.notes AS n\nJOIN pipedrive.persons AS p\n  ON p.id = n.person_id\nWHERE\n  n.active_flag = TRUE\n  AND n.pinned_to_person_flag = TRUE\n  AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE", "guard": null, "id": "c77da400-0bc0-49c6-86f0-bc2b9296b457", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 22.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1fa9e59e9c1e6bb2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1fa9e59e9c1e6bb2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with an active note pinned to the person but not pinned to a deal in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "7031b0a7-f783-4bc5-96ab-7b17a3add399", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from notes and persons.", "Calculates how many DISTINCT COALESCE(p.ct_id, n.person_id) there are.", "Keeps only rows matching filters on active_flag, pinned_to_person_flag, and pinned_to_deal_flag."], "model": null, "provider": null, "summary": "Works out how many DISTINCT COALESCE(p.ct_id, n.person_id) there are from notes and persons.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600dd815de2a8da48db940a19bc", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600dd815de2a8da48db940a19bc", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "6681740e-f511-48b3-bf79-433fe484a0c3", "optional_status": "done", "timing": {"base_persistence_ms": 1.349656842648983, "first_useful_ms": 5721.303596161306, "optional_ms": 12013.889854773879, "queue_ms": 0.0, "required_to_ready_ms": 5721.303596161306, "submission_ack_ms": 1.5225932002067566, "total_ms": 17736.02509032935}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.08, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.03, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 1.93, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600dd815de2a8da48db940a19bc", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:qualified_without_deal_stage:t4:base:repeat1", "case_id": "independent11:qualified_without_deal_stage:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9456.244563683867, "conversation_case_id": "independent11:qualified_without_deal_stage:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9453.296249732375, "feature_first_useful_ms": 4631.189878098667, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4633.680805563927, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4626264348626137, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.400738351047039, "first_useful_ms": 4578.752120025456, "optional_ms": 4654.058733955026, "queue_ms": 0.0, "required_to_ready_ms": 4578.752120025456, "submission_ack_ms": 1.7944620922207832, "total_ms": 9233.951853588223}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:qualified_without_deal_stage:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b89309fc-fb82-476c-8589-465058596a7b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the Pipedrive people who have a lead qualific...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 25, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 19, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 97, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 92, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 169, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 163, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b89309fc-fb82-476c-8589-465058596a7b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "3fc4a9da-5a3e-4190-833f-931f1fc4e0e1", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.4999999999999998e-06, "estimated_rows": 1, "ms_estimate": 0.125, "rows": 1, "total_cost": 13.12}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT pe.ct_id) AS client_count FROM pipedrive.persons_enriched AS pe WHERE pe.ct_id IS NOT NULL AND pe.pd_lead_qualified_at IS NOT NULL AND NOT EXISTS (SELECT 1 FROM pipedrive.deals AS d WHERE d.person_id = pe.id AND d.stage_name = 'Negotiation')", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT pe.ct_id) AS client_count\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  NOT pe.ct_id IS NULL\n  AND NOT pe.pd_lead_qualified_at IS NULL\n  AND NOT EXISTS(\n    SELECT\n      1\n    FROM pipedrive.deals AS d\n    WHERE\n      d.person_id = pe.id AND d.stage_name = 'Negotiation'\n  )", "guard": null, "id": "a6edb5bc-5008-478b-9c95-f2411efa5abc", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f12c18c98f5e711a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f12c18c98f5e711a", "provider": "zai", "row_touching": false, "sampling_pin": "off", "shared": ["Negotiation"]}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people who have a lead qualification date but no deal in the Negotiation stage membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "b89309fc-fb82-476c-8589-465058596a7b", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and deals.", "Calculates how many DISTINCT pe.ct_id there are.", "Keeps only rows matching filters on ct_id, pd_lead_qualified_at, person_id, id, and stage_name."], "model": null, "provider": null, "summary": "Works out how many DISTINCT pe.ct_id there are from persons_enriched and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600d1e69370bc7440fc8cfe2ad6", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600d1e69370bc7440fc8cfe2ad6", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "47ea1aa0-2533-449a-b827-7d236d69e4b9", "optional_status": "done", "timing": {"base_persistence_ms": 3.400738351047039, "first_useful_ms": 4578.752120025456, "optional_ms": 4654.058733955026, "queue_ms": 0.0, "required_to_ready_ms": 4578.752120025456, "submission_ack_ms": 1.7944620922207832, "total_ms": 9233.951853588223}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.08, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 39.17, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.03, "sql_execution_ms": 2.11, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600d1e69370bc7440fc8cfe2ad6", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 11064}, {"user_id": 11062}, {"user_id": 11058}, {"user_id": 11052}, {"user_id": 11050}, {"user_id": 11046}, {"user_id": 11044}, {"user_id": 11040}, {"user_id": 11038}, {"user_id": 11034}, {"user_id": 11032}, {"user_id": 11026}, {"user_id": 11022}, {"user_id": 11020}, {"user_id": 11016}, {"user_id": 11010}, {"user_id": 11008}, {"user_id": 11004}, {"user_id": 1090}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_note_pinned_exclusively:t3:base:repeat1", "case_id": "independent11:person_note_pinned_exclusively:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 31546.072844415903, "conversation_case_id": "independent11:person_note_pinned_exclusively:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31064}, {"user_id": 31062}, {"user_id": 31058}, {"user_id": 31056}, {"user_id": 31052}, {"user_id": 31050}, {"user_id": 31046}, {"user_id": 31044}, {"user_id": 31040}, {"user_id": 31038}, {"user_id": 31034}, {"user_id": 31032}, {"user_id": 31028}, {"user_id": 31026}, {"user_id": 31022}, {"user_id": 31020}, {"user_id": 31016}, {"user_id": 31014}, {"user_id": 31010}, {"user_id": 31008}, {"user_id": 31004}, {"user_id": 31002}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 31542.834121733904, "feature_first_useful_ms": 6207.1877755224705, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 6209.918730892241, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.692984417080879, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.4390902146697044, "first_useful_ms": 6120.158798061311, "optional_ms": 25087.849061004817, "queue_ms": 0.0, "required_to_ready_ms": 6120.158798061311, "submission_ack_ms": 1.9351476803421974, "total_ms": 31209.293633699417}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:person_note_pinned_exclusively:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 19, "status": "complete"}, "confidence_scope": "Generation confidence; 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{"action": "query", "actual_rows": [{"client_count": 19}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_note_pinned_exclusively:t4:base:repeat1", "case_id": "independent11:person_note_pinned_exclusively:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 18526.91247034818, "conversation_case_id": "independent11:person_note_pinned_exclusively:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 22}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 18524.4432548061, "feature_first_useful_ms": 14967.554154805839, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 14969.64662708342, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0480314269661903, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.462104894220829, "first_useful_ms": 14914.965070784092, "optional_ms": 3268.365390598774, "queue_ms": 0.0, "required_to_ready_ms": 14914.965070784092, "submission_ack_ms": 2.1398738026618958, "total_ms": 18184.36907697469}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 19.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:person_note_pinned_exclusively:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "542287df-2ba5-4cef-af14-7e3fe305821b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the Pipedrive people with an active note pinn...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 25, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 19, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 163, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 157, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "542287df-2ba5-4cef-af14-7e3fe305821b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "6a269827-2b54-4126-b710-6bf02e171427", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 5.88}, "created_at": "2026-09-06T12:00:00Z", "data": [[19]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT p.ct_id) AS client_count FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id WHERE n.active_flag = TRUE AND n.pinned_to_person_flag = TRUE AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE AND NOT p.ct_id IS NULL", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT p.ct_id) AS client_count\nFROM pipedrive.notes AS n\nJOIN pipedrive.persons AS p\n  ON p.id = n.person_id\nWHERE\n  n.active_flag = TRUE\n  AND n.pinned_to_person_flag = TRUE\n  AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE\n  AND NOT p.ct_id IS NULL", "guard": null, "id": "620b4e75-f6c5-4a17-9290-985bd037321c", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 19.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e88d907c4e938f16", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e88d907c4e938f16", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with an active note pinned to the person but not pinned to a deal membership from the third result and count those distinct IDs as client_count. 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{"action": "query", "actual_rows": [{"client_count": 54}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_deadline_before_creation:t2:base:repeat1", "case_id": "independent11:activity_deadline_before_creation:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10900.772058404982, "conversation_case_id": "independent11:activity_deadline_before_creation:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 54}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10897.169682197273, "feature_first_useful_ms": 5385.285888798535, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5388.4103475138545, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0935779213905334, "intent_family": "independent11:activity_deadline_before_creation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 43.62338222563267, "first_useful_ms": 5095.989434979856, "optional_ms": 5567.583557218313, "queue_ms": 0.0, "required_to_ready_ms": 5095.989434979856, "submission_ack_ms": 1.6959095373749733, "total_ms": 10667.218366637826}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 54.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:activity_deadline_before_creation:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; 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Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 152, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "6f674d46-3cda-4a5a-8a37-835387d31bf9", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query includes date-based filtering", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 clear time period, simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "b1cf2ca6-feb7-4984-85b6-7d050c9db6f0", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.75e-06, "estimated_rows": 1, "ms_estimate": 0.08750000000000001, "rows": 1, "total_cost": 8.13}, "created_at": "2026-09-06T12:00:00Z", "data": [[54]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT a.person_id) AS client_count FROM pipedrive.activities AS a WHERE NOT a.person_id IS NULL AND a.due_date < CAST(a.add_time AS DATE)", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT a.person_id) AS client_count\nFROM pipedrive.activities AS a\nWHERE\n  NOT a.person_id IS NULL AND a.due_date < CAST(a.add_time AS DATE)", "guard": null, "id": "8f30349a-531f-4b08-ab56-03b40c8f031a", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 54.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "61945ece21e9b45d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "61945ece21e9b45d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with an activity whose due date precedes its creation date in the first checked result, return their distinct count as client_count. 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semantic correctness is only verified by the listed checks.", "execution_id": "c430a2a2-8966-42b6-aabc-050ddfd89e37", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query includes date-based filtering", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 clear time period, moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "b1cf2ca6-feb7-4984-85b6-7d050c9db6f0", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000176, "estimated_rows": 64, "ms_estimate": 8.8, "rows": 64, "total_cost": 12.6}, "created_at": "2026-09-06T12:00:00Z", "data": [[31064], [31063], [31062], [31061], [31060], [31059], [31056], [31055], [31054], [31053], [31052], [31051], [31050], [31049], [31048], [31047], [31044], [31043], [31042], [31041], [31040], [31039], [31038], [31037], [31036], [31035], [31032], [31031], [31030], [31029], [31028], [31027], [31026], [31025], [31024], [31023], [31020], [31019], [31018], [31017], [31016], [31015], [31014], [31013], [31012], [31011], [31008], [31007], [31006], [31005], [31004], [31003], [31002], [31001]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT pe.id AS user_id FROM pipedrive.persons_enriched AS pe WHERE EXISTS(SELECT 1 FROM pipedrive.activities AS a WHERE a.person_id = pe.id AND a.due_date < CAST(a.add_time AS DATE)) ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  pe.id AS user_id\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  EXISTS(\n    SELECT\n      1\n    FROM pipedrive.activities AS a\n    WHERE\n      a.person_id = pe.id AND a.due_date < CAST(a.add_time AS DATE)\n  )\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "964f6c27-b921-4f21-b28b-ef53ce449539", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "54 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e8cb5f43812c7db4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e8cb5f43812c7db4", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with an activity whose due date precedes its creation date from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "c430a2a2-8966-42b6-aabc-050ddfd89e37", "row_count": 54, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and activities.", "Keeps only rows matching filters on person_id, id, due_date, and add_time."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched and activities.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60065258535ae234908b57f82a9", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60065258535ae234908b57f82a9", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "635804bb-88c8-43e3-98b6-1b94c3773b45", "optional_status": "done", "timing": {"base_persistence_ms": 1.5780655667185783, "first_useful_ms": 9060.436454601586, "optional_ms": 4614.107700064778, "queue_ms": 0.0, "required_to_ready_ms": 9060.436454601586, "submission_ack_ms": 1.7009591683745384, "total_ms": 13675.233977846801}}, "row_count": 54, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.09, "sql_execution_ms": 1.99, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60065258535ae234908b57f82a9", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:overdue_expected_close:t2:base:repeat1", "case_id": "independent11:overdue_expected_close:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 18945.53656037897, "conversation_case_id": "independent11:overdue_expected_close:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 18942.23241508007, "feature_first_useful_ms": 7043.8162963837385, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7046.632563695312, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7861865237355232, "intent_family": "independent11:overdue_expected_close", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.327125079929829, "first_useful_ms": 6721.831267699599, "optional_ms": 12021.61178085953, "queue_ms": 0.0, "required_to_ready_ms": 6721.831267699599, "submission_ack_ms": 2.781527116894722, "total_ms": 18745.22728100419}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 0.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:overdue_expected_close:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f8d0550e-e6c0-4bbc-94c0-26962c81eb6d", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the Pipedrive people with an open deal...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 194, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. 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Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 186, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bfba9066-ac2f-4c5d-91cd-3e8e7d918fbb", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Explicit time period specified: 'september'", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 clear time period, moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "3bce15a4-ca08-4b0e-bfa4-be8bfee66629", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 11.81}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT p.ct_id) AS client_count FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL AND d.won_time IS NULL AND d.lost_time IS NULL", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT p.ct_id) AS client_count\nFROM pipedrive.persons AS p\nJOIN pipedrive.deals AS d\n  ON d.person_id = p.id\nWHERE\n  d.status = 'open'\n  AND d.expected_close_date < CAST('2026-09-01' AS DATE)\n  AND d.close_time IS NULL\n  AND d.won_time IS NULL\n  AND d.lost_time IS NULL", "guard": null, "id": "59170a3d-82f1-4604-a2e8-cc5b7ef4c4c3", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 0.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e83b197700aa61e2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e83b197700aa61e2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "bfba9066-ac2f-4c5d-91cd-3e8e7d918fbb", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons and deals.", "Calculates how many DISTINCT p.ct_id there are.", "Keeps only rows matching filters on lost_time, won_time, close_time, status, and expected_close_date."], "model": null, "provider": null, "summary": "Works out how many DISTINCT p.ct_id there are from persons and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600045a344b89a94f4c8efffaba", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600045a344b89a94f4c8efffaba", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "3aace638-595b-407d-aa2c-bc169059ddde", "optional_status": "done", "timing": {"base_persistence_ms": 3.7324102595448494, "first_useful_ms": 7183.6297661066055, "optional_ms": 2872.566725127399, "queue_ms": 0.0, "required_to_ready_ms": 7183.6297661066055, "submission_ack_ms": 1.629916951060295, "total_ms": 10057.277108542621}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.05, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 31.95, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 1.84, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600045a344b89a94f4c8efffaba", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 1090}, {"user_id": 9871}, {"user_id": 11004}, {"user_id": 11005}, {"user_id": 11009}, {"user_id": 11010}, {"user_id": 11012}, {"user_id": 11013}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11018}, {"user_id": 11020}, {"user_id": 11023}, {"user_id": 11025}, {"user_id": 11026}, {"user_id": 11029}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11034}, {"user_id": 11036}, {"user_id": 11037}, {"user_id": 11039}, {"user_id": 11041}, {"user_id": 11044}, {"user_id": 11045}, {"user_id": 11047}, {"user_id": 11050}, {"user_id": 11052}, {"user_id": 11053}, {"user_id": 11055}, {"user_id": 11057}, {"user_id": 11058}, {"user_id": 11060}, {"user_id": 11061}, {"user_id": 31007}, {"user_id": 31021}, {"user_id": 31028}, {"user_id": 31042}, {"user_id": 31049}, {"user_id": 31063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_employee_data_gap:t1:base:repeat1", "case_id": "independent11:organization_employee_data_gap:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7871.751437895, "conversation_case_id": "independent11:organization_employee_data_gap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31001}, {"user_id": 31002}, {"user_id": 31004}, {"user_id": 31005}, {"user_id": 31007}, {"user_id": 31009}, {"user_id": 31010}, {"user_id": 31012}, {"user_id": 31013}, {"user_id": 31015}, {"user_id": 31017}, {"user_id": 31018}, {"user_id": 31020}, {"user_id": 31021}, {"user_id": 31023}, {"user_id": 31025}, {"user_id": 31026}, {"user_id": 31028}, {"user_id": 31029}, {"user_id": 31031}, {"user_id": 31033}, {"user_id": 31034}, {"user_id": 31036}, {"user_id": 31037}, {"user_id": 31039}, {"user_id": 31041}, {"user_id": 31042}, {"user_id": 31044}, {"user_id": 31045}, {"user_id": 31047}, {"user_id": 31049}, {"user_id": 31050}, {"user_id": 31052}, {"user_id": 31053}, {"user_id": 31055}, {"user_id": 31057}, {"user_id": 31058}, {"user_id": 31060}, {"user_id": 31061}, {"user_id": 31063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7866.310259327292, "feature_first_useful_ms": 5908.216081559658, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 5912.5513806939125, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.300328902900219, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.6051260754466057, "first_useful_ms": 5853.9841286838055, "optional_ms": 1932.5557528063655, "queue_ms": 0.0, "required_to_ready_ms": 5853.9841286838055, "submission_ack_ms": 2.2850092500448227, "total_ms": 7788.331883959472}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "40 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 40, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b44ad849-e5e8-44f5-8437-e4a8f476b98b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people whose organiz...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 55, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 43, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "pipedrive.organizations.employee_count", "columns": ["pipedrive.organizations.employee_count"], "end": 91, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "employee count", "multi": false, "options": [], "phrase": "employee count", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 77, "system": "PD", "text": "employee count"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 119, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "people count", "multi": false, "options": [], "phrase": "people count", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 107, "system": "PD", "text": "people count"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 140, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 133, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 179, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 170, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 40, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b44ad849-e5e8-44f5-8437-e4a8f476b98b", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "87df4ea5-c6a7-4c61-99c1-b61508cb60db", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 12.37}, "created_at": "2026-09-06T12:00:00Z", "data": [[1090], [9871], [11004], [11005], [11009], [11010], [11012], [11013], [11015], [11017], [11018], [11020], [11023], [11025], [11026], [11029], [11031], [11033], [11034], [11036], [11037], [11039], [11041], [11044], [11045], [11047], [11050], [11052], [11053], [11055], [11057], [11058], [11060], [11061], [31007], [31021], [31028], [31042], [31049], [31063]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(pe.ct_id, pe.id) AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE o.employee_count > 0 AND o.people_count IS NULL ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(pe.ct_id, pe.id) AS user_id\nFROM pipedrive.persons_enriched AS pe\nJOIN pipedrive.organizations AS o\n  ON o.id = pe.org_id\nWHERE\n  o.employee_count > 0 AND o.people_count IS NULL\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "e3a02fc3-168e-4a39-a513-6b8cde14be3f", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "40 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0bed1ee344b4bee1", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0bed1ee344b4bee1", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people whose organization has a known positive employee count but an unknown people count. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "b44ad849-e5e8-44f5-8437-e4a8f476b98b", "row_count": 40, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and organizations.", "Keeps only rows matching filters on employee_count and people_count."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched and organizations.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600e41898be7b6046238a48a34a", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600e41898be7b6046238a48a34a", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "2d068503-4c08-443a-87ef-784e6dc66b30", "optional_status": "done", "timing": {"base_persistence_ms": 1.6051260754466057, "first_useful_ms": 5853.9841286838055, "optional_ms": 1932.5557528063655, "queue_ms": 0.0, "required_to_ready_ms": 5853.9841286838055, "submission_ack_ms": 2.2850092500448227, "total_ms": 7788.331883959472}}, "row_count": 40, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.94, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.05, "sql_execution_ms": 2.28, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600e41898be7b6046238a48a34a", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 9871}, {"user_id": 11003}, {"user_id": 11005}, {"user_id": 11009}, {"user_id": 11011}, {"user_id": 11013}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11019}, {"user_id": 11023}, {"user_id": 11025}, {"user_id": 11027}, {"user_id": 11029}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11037}, {"user_id": 11039}, {"user_id": 11041}, {"user_id": 11043}, {"user_id": 11045}, {"user_id": 11047}, {"user_id": 11051}, {"user_id": 11053}, {"user_id": 11055}, {"user_id": 11057}, {"user_id": 11059}, {"user_id": 11061}, {"user_id": 31007}, {"user_id": 31021}, {"user_id": 31035}, {"user_id": 31049}, {"user_id": 31063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_introducer_link:t1:base:repeat1", "case_id": "independent11:organization_introducer_link:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20979.177043773234, "conversation_case_id": "independent11:organization_introducer_link:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31001}, {"user_id": 31003}, {"user_id": 31005}, {"user_id": 31007}, {"user_id": 31009}, {"user_id": 31011}, {"user_id": 31013}, {"user_id": 31015}, {"user_id": 31017}, {"user_id": 31019}, {"user_id": 31021}, {"user_id": 31023}, {"user_id": 31025}, {"user_id": 31027}, {"user_id": 31029}, {"user_id": 31031}, {"user_id": 31033}, {"user_id": 31035}, {"user_id": 31037}, {"user_id": 31039}, {"user_id": 31041}, {"user_id": 31043}, {"user_id": 31045}, {"user_id": 31047}, {"user_id": 31049}, {"user_id": 31051}, {"user_id": 31053}, {"user_id": 31055}, {"user_id": 31057}, {"user_id": 31059}, {"user_id": 31061}, {"user_id": 31063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20974.235363304615, "feature_first_useful_ms": 8647.303491830826, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 8651.398243382573, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.064721055328846, "intent_family": "independent11:organization_introducer_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1885203421115875, "first_useful_ms": 8515.667425468564, "optional_ms": 12390.303608961403, "queue_ms": 0.0, "required_to_ready_ms": 8515.667425468564, "submission_ack_ms": 2.1641552448272705, "total_ms": 20906.5182833001}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bd1d84de-3360-4c97-97cd-4d6f0cad42b7", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people at an organiz...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 55, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 43, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "pipedrive.organizations.cf_company_introducer", "columns": ["pipedrive.organizations.cf_company_introducer"], "end": 80, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Company Introducer", "multi": false, "options": [], "phrase": "Company Introducer", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 62, "system": "PD", "text": "company introducer"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 131, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 124, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 170, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 161, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bd1d84de-3360-4c97-97cd-4d6f0cad42b7", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Implicit time reference: 'now'", "score": 0.6}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs, subqueries", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "Medium confidence (69%) \u2014 implicit time period, moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.6923076923076922, "conversation_id": "55c8e0ed-7257-4a14-abe1-e362b708c7a9", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.00023999999999999998, "estimated_rows": 64, "ms_estimate": 12.0, "rows": 64, "total_cost": 27.67}, "created_at": "2026-09-06T12:00:00Z", "data": [[9871], [11003], [11005], [11009], [11011], [11013], [11015], [11017], [11019], [11023], [11025], [11027], [11029], [11031], [11033], [11037], [11039], [11041], [11043], [11045], [11047], [11051], [11053], [11055], [11057], [11059], [11061], [31007], [31021], [31035], [31049], [31063]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(pe.ct_id, pe.id) AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE NOT o.cf_company_introducer_org_id IS NULL AND EXISTS(SELECT 1 FROM pipedrive.organizations AS i WHERE i.id = o.cf_company_introducer_org_id) ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(pe.ct_id, pe.id) AS user_id\nFROM pipedrive.persons_enriched AS pe\nJOIN pipedrive.organizations AS o\n  ON o.id = pe.org_id\nWHERE\n  NOT o.cf_company_introducer_org_id IS NULL\n  AND EXISTS(\n    SELECT\n      1\n    FROM pipedrive.organizations AS i\n    WHERE\n      i.id = o.cf_company_introducer_org_id\n  )\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "8156d324-95d5-4633-9392-5705b6d63b54", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "32 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a8138376274a19ba", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a8138376274a19ba", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people at an organization whose company introducer is another known organization. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "bd1d84de-3360-4c97-97cd-4d6f0cad42b7", "row_count": 32, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and organizations.", "Keeps only rows matching filters on cf_company_introducer_org_id and id."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched and organizations.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60068462507a44144f484197a9b", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60068462507a44144f484197a9b", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "492eb520-f1ec-440a-805e-f14d761e3cca", "optional_status": "done", "timing": {"base_persistence_ms": 1.1885203421115875, "first_useful_ms": 8515.667425468564, "optional_ms": 12390.303608961403, "queue_ms": 0.0, "required_to_ready_ms": 8515.667425468564, "submission_ack_ms": 2.1641552448272705, "total_ms": 20906.5182833001}}, "row_count": 32, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 39.95, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.06, "sql_execution_ms": 2.36, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60068462507a44144f484197a9b", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_employee_data_gap:t2:base:repeat1", "case_id": "independent11:organization_employee_data_gap:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13220.328443683684, "conversation_case_id": "independent11:organization_employee_data_gap:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 40}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13216.755229979753, "feature_first_useful_ms": 12927.208113484085, "first_useful_ms": 12930.475546978414, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2339030876755714, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.451270654797554, "optional_ms": 89.65684100985527, "queue_ms": 0.0, "required_to_ready_ms": 12807.293043471873, "submission_ack_ms": 1.623476855456829, "total_ms": 12898.309080861509}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:organization_employee_data_gap:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; 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Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "27dd9cf1-daa1-4d8b-ad25-79017bca4aaf", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people whose contact...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 96, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; 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semantic correctness is only verified by the listed checks.", "execution_id": "27dd9cf1-daa1-4d8b-ad25-79017bca4aaf", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "a8771983-85af-443d-a0cc-acb81720a6b8", "cost_estimate": {"cost_level": "low", "dollars_estimate": 6.4e-05, "estimated_rows": 32, "ms_estimate": 3.2, "rows": 32, "total_cost": 5.2}, "created_at": "2026-09-06T12:00:00Z", "data": [[9871], [11003], [11005], [11009], [11011], [11013], [11015], [11017], [11019], [11023], [11025], [11027], [11029], [11031], [11033], [11037], [11039], [11041], [11043], [11045], [11047], [11051], [11053], [11055], [11057], [11059], [11061], [31007], [31021], [31035], [31049], [31063]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(pe.ct_id, pe.id) AS user_id, NULL AS email, NULL AS phone FROM pipedrive.persons_enriched AS pe WHERE 'email' = ANY(pe.pd_contact_preferences) AND NOT ('phone' = ANY(pe.pd_contact_preferences)) ORDER BY 1 ASC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(pe.ct_id, pe.id) AS user_id,\n  NULL AS email,\n  NULL AS phone\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  'email' = ANY(\n    pe.pd_contact_preferences\n  )\n  AND NOT (\n    'phone' = ANY(\n      pe.pd_contact_preferences\n    )\n  )\nORDER BY\n  1 ASC\nLIMIT 10000", "guard": null, "id": "eded58c1-6f1a-42be-b985-54be73bf7466", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "32 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "583881a16688a608", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "583881a16688a608", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people whose contact preference array includes email but not phone. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "27dd9cf1-daa1-4d8b-ad25-79017bca4aaf", "row_count": 32, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched.", "Keeps only rows matching filters on pd_contact_preferences."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600172610bbd09e406097a25eb9", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600172610bbd09e406097a25eb9", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "cf1d3bdf-97a8-482f-8936-0e3b4617cbbd", "optional_status": "done", "timing": {"base_persistence_ms": 0.965372659265995, "first_useful_ms": 5598.0218863114715, "optional_ms": 1809.824357740581, "queue_ms": 0.0, "required_to_ready_ms": 5598.0218863114715, "submission_ack_ms": 2.5681592524051666, "total_ms": 7408.340601250529}}, "row_count": 32, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.49, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.06, "sql_execution_ms": 1.63, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600172610bbd09e406097a25eb9", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_multi_frequency_declarations:t1:base:repeat1", "case_id": "independent11:person_multi_frequency_declarations:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8584.642007946968, "conversation_case_id": "independent11:person_multi_frequency_declarations:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "refused", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31001}, {"user_id": 31002}, {"user_id": 31004}, {"user_id": 31005}, {"user_id": 31007}, {"user_id": 31008}, {"user_id": 31010}, {"user_id": 31011}, {"user_id": 31013}, {"user_id": 31014}, {"user_id": 31016}, {"user_id": 31017}, {"user_id": 31019}, {"user_id": 31020}, {"user_id": 31022}, {"user_id": 31023}, {"user_id": 31025}, {"user_id": 31026}, {"user_id": 31028}, {"user_id": 31029}, {"user_id": 31031}, {"user_id": 31032}, {"user_id": 31034}, {"user_id": 31035}, {"user_id": 31037}, {"user_id": 31038}, {"user_id": 31040}, {"user_id": 31041}, {"user_id": 31043}, {"user_id": 31044}, {"user_id": 31046}, {"user_id": 31047}, {"user_id": 31049}, {"user_id": 31050}, {"user_id": 31052}, {"user_id": 31053}, {"user_id": 31055}, {"user_id": 31056}, {"user_id": 31058}, {"user_id": 31059}, {"user_id": 31061}, {"user_id": 31062}, {"user_id": 31064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8581.599110737443, "feature_first_useful_ms": 8569.863163866103, "first_useful_ms": 8572.63857126236, "fixture": "base", "guard": "SourceGrainError", "http_status": 202, "independent_oracle_ms": 2.7426956221461296, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.792814143002033, "optional_ms": 70.5458577722311, "queue_ms": 0.0, "required_to_ready_ms": 8456.091154366732, "submission_ack_ms": 3.0038245022296906, "total_ms": 8527.569674886763}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "refusal_unverified", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "fce0e64a-2e79-470b-bc19-567e323ac2e9", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.trade_frequency", "columns": ["ct.clients.trade_frequency"], "end": 79, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Declared intended trading frequency captured at onboarding (synced onward to Pipedrive).", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "trade frequency", "multi": false, "options": [], "phrase": "trade frequency", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 64, "system": "CT", "text": "trade frequency"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 100, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 93, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 139, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 130, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "fce0e64a-2e79-470b-bc19-567e323ac2e9", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "9f6d1bcd-b224-44dc-a876-595b6112cbb7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "grain", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Grain: The gold source's join key does not prove CT client identity; these sources cannot be safely combined. Project the CT account user_id or the Pipedrive person's verified ct_id as the join key. Deal, person and booking IDs are different identifiers.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Project the CT account user_id or the Pipedrive person's verified ct_id as the join key. Deal, person and booking IDs are different identifiers."}], "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT c.user_id AS user_id FROM public.clients AS c WHERE NOT c.user_id IS NULL AND NOT c.trade_frequency IS NULL GROUP BY 1 HAVING COUNT(DISTINCT c.trade_frequency) > 1 ORDER BY 1 ASC"}, {"source": "gold", "sql": "SELECT COALESCE(pe.ct_id, pe.id) AS user_id FROM pipedrive.persons_enriched AS pe WHERE CARDINALITY(pe.pd_trade_frequency) > 1 GROUP BY 1 ORDER BY 1 ASC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": "SourceGrainError", "id": "7287a6a3-99b2-454d-b05b-a5b4173e45df", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "53f019f3b8d97228", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d7aff81a4b2e92b3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d7aff81a4b2e92b3", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people who declared more than one trade frequency. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "refusal", "pivot": null, "query_id": "fce0e64a-2e79-470b-bc19-567e323ac2e9", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "The gold source's join key does not prove CT client identity; these sources cannot be safely combined.", "class": "grain", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "SourceGrainError", "guard": "SourceGrainError", "kind": "refusal", "proven_guard": false, "raw_error_message": "The gold source's join key does not prove CT client identity; these sources cannot be safely combined.", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Project the CT account user_id or the Pipedrive person's verified ct_id as the join key. Deal, person and booking IDs are different identifiers."}, "time_window": null, "trace_id": "federated-fce0e64a-2e79-470b-bc19-567e323ac2e9", "trace_snapshot": {"job": {"job_id": "6d8956c4-3b68-4ca9-897c-faeab2cd5d1a", "optional_status": "done", "timing": {"base_persistence_ms": 4.792814143002033, "optional_ms": 70.5458577722311, "queue_ms": 0.0, "required_to_ready_ms": 8456.091154366732, "submission_ack_ms": 3.0038245022296906, "total_ms": 8527.569674886763}}, "terminal_error": {"error_code": "BI_SEMANTIC_CONTRACT", "guard": "SourceGrainError"}}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "refusal", "semantic_status": "unverified_no_independent_meaning_contract"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "grain", "terminal_projection_review": {"cause": "The gold source's join key does not prove CT client identity; these sources cannot be safely combined.", "class": "grain", "kind": "refusal", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 32}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_communication_preferences:t2:base:repeat1", "case_id": "independent11:person_communication_preferences:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19312.108266167343, "conversation_case_id": "independent11:person_communication_preferences:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 19309.081571176648, "feature_first_useful_ms": 6318.032879382372, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6320.628569461405, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.564108930528164, "intent_family": "independent11:person_communication_preferences", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.050120711326599, "first_useful_ms": 6010.448604822159, "optional_ms": 13144.175135530531, "queue_ms": 0.0, "required_to_ready_ms": 6010.448604822159, "submission_ack_ms": 1.4901915565133095, "total_ms": 19155.254123732448}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 32.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:person_communication_preferences:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b89972ff-965b-4a0b-9694-e1244c15d2ba", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the Pipedrive people whose contact pre...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 92, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "phone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 87, "system": "CT", "text": "phone"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 159, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 153, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b89972ff-965b-4a0b-9694-e1244c15d2ba", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "a8771983-85af-443d-a0cc-acb81720a6b8", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.75e-06, "estimated_rows": 1, "ms_estimate": 0.08750000000000001, "rows": 1, "total_cost": 5.21}, "created_at": "2026-09-06T12:00:00Z", "data": [[32]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT pe.id) AS client_count, NULL AS email, NULL AS phone FROM pipedrive.persons_enriched AS pe WHERE 'email' = ANY(pe.pd_contact_preferences) AND NOT ('phone' = ANY(pe.pd_contact_preferences))", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT pe.id) AS client_count,\n  NULL AS email,\n  NULL AS phone\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  'email' = ANY(\n    pe.pd_contact_preferences\n  )\n  AND NOT (\n    'phone' = ANY(\n      pe.pd_contact_preferences\n    )\n  )", "guard": null, "id": "94e51226-7461-4bdb-9073-ebb16b1160e9", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 32.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3849ed063d360baf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3849ed063d360baf", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people whose contact preference array includes email but not phone in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "b89972ff-965b-4a0b-9694-e1244c15d2ba", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched.", "Calculates how many DISTINCT pe.id there are.", "Keeps only rows matching filters on pd_contact_preferences."], "model": null, "provider": null, "summary": "Works out how many DISTINCT pe.id there are from persons_enriched.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600840764f54fb04d30bebd707c", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600840764f54fb04d30bebd707c", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "24358a10-4d24-4e74-ba36-8fcaf4a7cb63", "optional_status": "done", "timing": {"base_persistence_ms": 4.050120711326599, "first_useful_ms": 6010.448604822159, "optional_ms": 13144.175135530531, "queue_ms": 0.0, "required_to_ready_ms": 6010.448604822159, "submission_ack_ms": 1.4901915565133095, "total_ms": 19155.254123732448}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.81, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.03, "sql_execution_ms": 1.76, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600840764f54fb04d30bebd707c", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_multi_frequency_declarations:t2:base:repeat1", "case_id": "independent11:person_multi_frequency_declarations:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17364.746667444706, "conversation_case_id": "independent11:person_multi_frequency_declarations:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17361.54769640416, "feature_first_useful_ms": 17321.720752865076, "first_useful_ms": 17324.61862359196, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8615090996026993, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.170383654534817, "optional_ms": 1000.6079394370317, "queue_ms": 0.0, "required_to_ready_ms": 16114.834735170007, "submission_ack_ms": 1.7226198688149452, "total_ms": 17130.20247593522}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:person_multi_frequency_declarations:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "20eb7c0d-9fc8-4714-bc31-17db90ee07d6", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.trade_frequency", "columns": ["ct.clients.trade_frequency"], "end": 75, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Declared intended trading frequency captured at onboarding (synced onward to Pipedrive).", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "trade frequency", "multi": false, "options": [], "phrase": "trade frequency", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 60, "system": "CT", "text": "trade frequency"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 142, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 136, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "20eb7c0d-9fc8-4714-bc31-17db90ee07d6", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "9f6d1bcd-b224-44dc-a876-595b6112cbb7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_code": "BI_FEDERATION_CT_UNAVAILABLE", "error_message": "Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(*) AS client_count FROM (SELECT public.clients.user_id FROM public.clients WHERE public.clients.trade_frequency IS NOT NULL AND public.clients.trade_frequency <> '' GROUP BY public.clients.user_id HAVING COUNT(DISTINCT public.clients.trade_frequency) > 1) AS multi_freq_users"}, {"source": "gold", "sql": "SELECT c.user_id, COALESCE(NULLIF(c.client_name, ''), 'Client #' || c.user_id::text) AS client, COUNT(*) OVER () AS client_count FROM pipedrive.persons_enriched pe JOIN ct.client_360 c ON c.user_id = pe.ct_id WHERE pe.ct_id IS NOT NULL AND array_length(pe.pd_trade_frequency, 1) > 1 GROUP BY c.user_id, COALESCE(NULLIF(c.client_name, ''), 'Client #' || c.user_id::text)"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "20afdf4a-08a8-4bdb-baf7-b1c16a1b703f", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "98a06249f7853f97", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c76b7ef559ea7a41", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c76b7ef559ea7a41", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people who declared more than one trade frequency in the first checked result, return their distinct count as client_count. 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Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 0, "output_rows": 27, "preserve_label": "gold", "unmatched": 27}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 27, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id FROM ct.client_360 AS c JOIN pipedrive.persons_enriched AS pe ON pe.ct_id = c.user_id WHERE COALESCE(ARRAY_LENGTH(pe.pd_trade_frequency, 1), 0) > 1 GROUP BY c.user_id ORDER BY c.user_id DESC NULLS LAST LIMIT 10001", "trace_id": "7696f600b9c01ba4822d40aca1e394a7", "was_truncated": false}, {"confidence_level": "medium", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 0, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE NOT c.trade_frequency IS NULL AND c.trade_frequency <> '' GROUP BY a.id HAVING COUNT(DISTINCT c.trade_frequency) > 1 ORDER BY a.id DESC NULLS LAST LIMIT 10001", "trace_id": "7696f600d0d877863cfe46c6985ca401", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "24452a6b-ba9c-4d79-820a-38efd471bcd8", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "27 rows returned. 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Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "e2b6fa5b-775b-4876-8953-556aee3c42ce", "row_count": 27, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360 and persons_enriched.", "Gold / Pipedrive: Keeps only rows matching filters on pd_trade_frequency.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts and clients.", "CT Ledger: Keeps only rows matching filters on trade_frequency.", "CT Ledger: Groups the results by id."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Reads rows from client_360 and persons_enriched grouped by user_id. CT Ledger: Reads rows from accounts and clients grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6005dfc62119cb146d0b7194500", "trace_snapshot": {"child_trace_ids": ["7696f600b9c01ba4822d40aca1e394a7", "7696f600d0d877863cfe46c6985ca401"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6005dfc62119cb146d0b7194500", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "bf833e27-51b6-414a-87d2-1859ce9a59c2", "optional_status": "done", "timing": {"base_persistence_ms": 7.548132911324501, "first_useful_ms": 10822.73234333843, "optional_ms": 2295.575415715575, "queue_ms": 0.0, "required_to_ready_ms": 10822.73234333843, "submission_ack_ms": 1.554054208099842, "total_ms": 13118.858277797699}}, "row_count": 27, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 10.78, "parse_ms": 0.0, "required_checks_ms": 8.67, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 289.61, "validate_ms": 0.0}, "trace_id": "7696f6005dfc62119cb146d0b7194500", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_multi_frequency_declarations:t4:base:repeat1", "case_id": "independent11:person_multi_frequency_declarations:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10233.34632255137, "conversation_case_id": "independent11:person_multi_frequency_declarations:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10230.539875105023, "feature_first_useful_ms": 10218.82569976151, "first_useful_ms": 10221.320445649326, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.460295334458351, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8708005771040916, "optional_ms": 56.93306773900986, "queue_ms": 0.0, "required_to_ready_ms": 9998.801082372665, "submission_ack_ms": 1.7891116440296173, "total_ms": 10056.184764020145}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:person_multi_frequency_declarations:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0679958e-a96c-4594-b81c-9f606a6436b1", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 25, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 19, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.clients.trade_frequency", "columns": ["ct.clients.trade_frequency"], "end": 68, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Declared intended trading frequency captured at onboarding (synced onward to Pipedrive).", "federation_rule": "Direct user_id; one row per user_id already. 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{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_hedging_multiple:t1:base:repeat1", "case_id": "independent11:organization_hedging_multiple:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6333.005868829787, "conversation_case_id": "independent11:organization_hedging_multiple:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31001}, {"user_id": 31003}, {"user_id": 31005}, {"user_id": 31007}, {"user_id": 31009}, {"user_id": 31011}, {"user_id": 31013}, {"user_id": 31015}, {"user_id": 31017}, {"user_id": 31019}, {"user_id": 31021}, {"user_id": 31023}, {"user_id": 31025}, {"user_id": 31027}, {"user_id": 31029}, {"user_id": 31031}, {"user_id": 31033}, {"user_id": 31035}, {"user_id": 31037}, {"user_id": 31039}, {"user_id": 31041}, {"user_id": 31043}, {"user_id": 31045}, {"user_id": 31047}, {"user_id": 31049}, {"user_id": 31051}, {"user_id": 31053}, {"user_id": 31055}, {"user_id": 31057}, {"user_id": 31059}, {"user_id": 31061}, {"user_id": 31063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6329.013231210411, "feature_first_useful_ms": 6313.40382900089, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 6317.14856904, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.705577924847603, "intent_family": "independent11:organization_hedging_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.4191252887248993, "first_useful_ms": 6031.3776498660445, "optional_ms": 67.52583291381598, "queue_ms": 0.0, "required_to_ready_ms": 6031.3776498660445, "submission_ack_ms": 1.4450903981924057, "total_ms": 6099.355818703771}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "complete"}, "confidence_scope": "Generation confidence; 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High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "95a990ba-d45d-4258-8939-af010a521403", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 14.31}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.id AS user_id FROM pipedrive.persons AS p JOIN pipedrive.organizations AS o ON o.id = p.org_id WHERE COALESCE(ARRAY_LENGTH(o.cf_booking_hedging_policy, 1), 0) > 1 ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  p.id AS user_id\nFROM pipedrive.persons AS p\nJOIN pipedrive.organizations AS o\n  ON o.id = p.org_id\nWHERE\n  COALESCE(ARRAY_LENGTH(o.cf_booking_hedging_policy, 1), 0) > 1\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "e35f81fe-b4fd-4df9-bb03-68559fdf7b42", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "695e5ac419ec6faf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "695e5ac419ec6faf", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people whose organization declares more than one booking or hedging policy. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "0a26384d-191c-4159-8100-fd63e1a0e421", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f600bdebc2b3f1d04befbfdec3a3", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600bdebc2b3f1d04befbfdec3a3", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "3895cdb0-f81a-4851-9cf9-a2d7c10b9f14", "optional_status": "done", "timing": {"base_persistence_ms": 2.4191252887248993, "first_useful_ms": 6031.3776498660445, "optional_ms": 67.52583291381598, "queue_ms": 0.0, "required_to_ready_ms": 6031.3776498660445, "submission_ack_ms": 1.4450903981924057, "total_ms": 6099.355818703771}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 36.14, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 1.58, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600bdebc2b3f1d04befbfdec3a3", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 31063}, {"user_id": 31061}, {"user_id": 31059}, {"user_id": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31051}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31043}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31035}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31027}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31019}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31011}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31003}, {"user_id": 31001}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_communication_preferences:t3:base:repeat1", "case_id": "independent11:person_communication_preferences:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 38659.610846079886, "conversation_case_id": "independent11:person_communication_preferences:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31063}, {"user_id": 31061}, {"user_id": 31059}, {"user_id": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31051}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31043}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31035}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31027}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31019}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31011}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31003}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 38655.3187482059, "feature_first_useful_ms": 35989.95434958488, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 35992.79905855656, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8005968779325485, "intent_family": "independent11:person_communication_preferences", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.6386071220040321, "first_useful_ms": 35815.48368278891, "optional_ms": 2624.389795586467, "queue_ms": 0.0, "required_to_ready_ms": 35815.48368278891, "submission_ack_ms": 1.6518468037247658, "total_ms": 38441.22367538512}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "correct_completed", "parent_case_id": "independent11:person_communication_preferences:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e9b07520-2d3d-45e5-a721-7e272dadf846", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the Pipedrive people...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 50, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 44, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 110, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "phone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 105, "system": "CT", "text": "phone"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 165, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 158, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e9b07520-2d3d-45e5-a721-7e272dadf846", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "a8771983-85af-443d-a0cc-acb81720a6b8", "cost_estimate": {"cost_level": "low", "dollars_estimate": 5.6e-05, "estimated_rows": 32, "ms_estimate": 2.8000000000000003, "rows": 32, "total_cost": 5.12}, "created_at": "2026-09-06T12:00:00Z", "data": [[31063], [31061], [31059], [31057], [31055], [31053], [31051], [31049], [31047], [31045], [31043], [31041], [31039], [31037], [31035], [31033], [31031], [31029], [31027], [31025], [31023], [31021], [31019], [31017], [31015], [31013], [31011], [31009], [31007], [31005], [31003], [31001]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT pe.id AS user_id, NULL AS email, NULL AS phone FROM pipedrive.persons_enriched AS pe WHERE 'email' = ANY(pe.pd_contact_preferences) AND NOT ('phone' = ANY(pe.pd_contact_preferences)) ORDER BY pe.id DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  pe.id AS user_id,\n  NULL AS email,\n  NULL AS phone\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  'email' = ANY(\n    pe.pd_contact_preferences\n  )\n  AND NOT (\n    'phone' = ANY(\n      pe.pd_contact_preferences\n    )\n  )\nORDER BY\n  pe.id DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "4a67eecc-22f7-4353-8185-69a8f3eef503", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "32 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e78dfdc2e8830c2f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e78dfdc2e8830c2f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people whose contact preference array includes email but not phone from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "e9b07520-2d3d-45e5-a721-7e272dadf846", "row_count": 32, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched.", "Keeps only rows matching filters on pd_contact_preferences."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600dde2172f6fa84c78966cbf80", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600dde2172f6fa84c78966cbf80", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "66721d06-5b8a-47ce-bf47-6d4acf2619b6", "optional_status": "done", "timing": {"base_persistence_ms": 1.6386071220040321, "first_useful_ms": 35815.48368278891, "optional_ms": 2624.389795586467, "queue_ms": 0.0, "required_to_ready_ms": 35815.48368278891, "submission_ack_ms": 1.6518468037247658, "total_ms": 38441.22367538512}}, "row_count": 32, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 68.94, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.05, "sql_execution_ms": 1.96, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600dde2172f6fa84c78966cbf80", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 32}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_communication_preferences:t4:base:repeat1", "case_id": "independent11:person_communication_preferences:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7783.835779875517, "conversation_case_id": "independent11:person_communication_preferences:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7780.624468810856, "feature_first_useful_ms": 4917.475383728743, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4920.05758266896, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5494378060102463, "intent_family": "independent11:person_communication_preferences", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.058430902659893, "first_useful_ms": 4864.624938927591, "optional_ms": 2747.5362718105316, "queue_ms": 0.0, "required_to_ready_ms": 4864.624938927591, "submission_ack_ms": 2.2507691755890846, "total_ms": 7612.839454784989}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 32.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:person_communication_preferences:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5cac1004-ff14-4904-9e89-1e3cf9788ffb", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the Pipedrive people whose contact preference...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 25, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 19, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "ct.accounts.telephone", "columns": ["ct.accounts.telephone"], "end": 85, "federation_federatable": true, "federation_merge_key": "id", "federation_note": "Identity placeholder \u2014 NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.", "federation_rule": "Project `id AS user_id` (accounts.id is the user key); one row per user already.", "matched_term": "phone", "multi": false, "options": [], "phrase": "telephone", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 80, "system": "CT", "text": "phone"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 157, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 151, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5cac1004-ff14-4904-9e89-1e3cf9788ffb", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Simple single-table query with basic aggregation", "score": 1.0}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (100%) \u2014 simple query"}, "confidence_level": "high", "confidence_score": 1.0, "conversation_id": "a8771983-85af-443d-a0cc-acb81720a6b8", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.75e-06, "estimated_rows": 1, "ms_estimate": 0.08750000000000001, "rows": 1, "total_cost": 5.21}, "created_at": "2026-09-06T12:00:00Z", "data": [[32]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT pe.id) AS client_count, NULL AS email, NULL AS phone FROM pipedrive.persons_enriched AS pe WHERE 'email' = ANY(pe.pd_contact_preferences) AND NOT ('phone' = ANY(pe.pd_contact_preferences))", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT pe.id) AS client_count,\n  NULL AS email,\n  NULL AS phone\nFROM pipedrive.persons_enriched AS pe\nWHERE\n  'email' = ANY(\n    pe.pd_contact_preferences\n  )\n  AND NOT (\n    'phone' = ANY(\n      pe.pd_contact_preferences\n    )\n  )", "guard": null, "id": "ed016069-de0f-40f6-aab5-a46c18e79851", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month.", "Compare client count with the previous period."], "insight_headline": "First returned row \u2014 client_count: 32.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ba5395539eed011a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ba5395539eed011a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people whose contact preference array includes email but not phone membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "5cac1004-ff14-4904-9e89-1e3cf9788ffb", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched.", "Calculates how many DISTINCT pe.id there are.", "Keeps only rows matching filters on pd_contact_preferences."], "model": null, "provider": null, "summary": "Works out how many DISTINCT pe.id there are from persons_enriched.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6004e8f6960e2aa463181d61274", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004e8f6960e2aa463181d61274", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "4fa8070f-dde8-44b7-aee4-aa6e088c4b0b", "optional_status": "done", "timing": {"base_persistence_ms": 4.058430902659893, "first_useful_ms": 4864.624938927591, "optional_ms": 2747.5362718105316, "queue_ms": 0.0, "required_to_ready_ms": 4864.624938927591, "submission_ack_ms": 2.2507691755890846, "total_ms": 7612.839454784989}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.1, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 37.69, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.03, "sql_execution_ms": 1.87, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6004e8f6960e2aa463181d61274", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 9871}, {"user_id": 11005}, {"user_id": 11009}, {"user_id": 11013}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11023}, {"user_id": 11025}, {"user_id": 11029}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11037}, {"user_id": 11039}, {"user_id": 11041}, {"user_id": 11045}, {"user_id": 11047}, {"user_id": 11053}, {"user_id": 11055}, {"user_id": 11057}, {"user_id": 11061}, {"user_id": 31007}, {"user_id": 31021}, {"user_id": 31049}, {"user_id": 31063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:org_contact_without_website:t1:base:repeat1", "case_id": "independent11:org_contact_without_website:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10074.534174054861, "conversation_case_id": "independent11:org_contact_without_website:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31001}, {"user_id": 31005}, {"user_id": 31007}, {"user_id": 31009}, {"user_id": 31013}, {"user_id": 31015}, {"user_id": 31017}, {"user_id": 31021}, {"user_id": 31023}, {"user_id": 31025}, {"user_id": 31029}, {"user_id": 31031}, {"user_id": 31033}, {"user_id": 31037}, {"user_id": 31039}, {"user_id": 31041}, {"user_id": 31045}, {"user_id": 31047}, {"user_id": 31049}, {"user_id": 31053}, {"user_id": 31055}, {"user_id": 31057}, {"user_id": 31061}, {"user_id": 31063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10069.380625151098, "feature_first_useful_ms": 8142.447385005653, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 8146.867998875678, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.377562552690506, "intent_family": "independent11:org_contact_without_website", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7659720033407211, "first_useful_ms": 8095.859997905791, "optional_ms": 1709.3401970341802, "queue_ms": 0.0, "required_to_ready_ms": 8095.859997905791, "submission_ack_ms": 1.5660645440220833, "total_ms": 9806.37735594064}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "24 rows returned. 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Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e34ffb8c0c53e39e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e34ffb8c0c53e39e", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people at an organization with a LinkedIn page and no website. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "82e5a14c-deda-4adc-b296-87e1f4f3029b", "row_count": 24, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and organizations.", "Keeps only rows matching filters on linkedin and website."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched and organizations.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6001e66ca2bbb014a9ba152b545", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6001e66ca2bbb014a9ba152b545", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "c87446c9-e57e-4282-b67a-dd3f5ec67db4", "optional_status": "done", "timing": {"base_persistence_ms": 1.7659720033407211, "first_useful_ms": 8095.859997905791, "optional_ms": 1709.3401970341802, "queue_ms": 0.0, "required_to_ready_ms": 8095.859997905791, "submission_ack_ms": 1.5660645440220833, "total_ms": 9806.37735594064}}, "row_count": 24, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 39.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.05, "sql_execution_ms": 2.92, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6001e66ca2bbb014a9ba152b545", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_hedging_multiple:t2:base:repeat1", "case_id": "independent11:organization_hedging_multiple:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 26120.850416831672, "conversation_case_id": "independent11:organization_hedging_multiple:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 26117.944206111133, "feature_first_useful_ms": 25684.813381172717, "first_useful_ms": 25687.458362430334, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.614201046526432, "intent_family": "independent11:organization_hedging_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.380175679922104, "optional_ms": 72.46479578316212, "queue_ms": 0.0, "required_to_ready_ms": 25222.058065235615, "submission_ack_ms": 1.7432011663913727, "total_ms": 25296.24812025577}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:organization_hedging_multiple:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e4fbaaa6-4263-4b66-8649-6c6567f027c0", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 51, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 39, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 167, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 1.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 17, "output_rows": 17, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 17, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c.user_id, COUNT(DISTINCT pe.id)::bigint AS client_count FROM ct.client_360 c JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id JOIN pipedrive.organizations o ON o.id = pe.org_id WHERE cardinality(o.cf_booking_hedging_policy) > 1 GROUP BY 1 LIMIT 10001", "trace_id": "7696f600f54f5febe9ac4f6e8bf1dcd9", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 64, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT tb.user_id, COUNT(*) FILTER (WHERE tb.status <> 'closed') AS trade_count, SUM(td.commission) FILTER (WHERE tb.status = 'settled') AS realized_revenue_gbp FROM public.trade_bookings tb LEFT JOIN public.trade_details td ON td.trade_booking_id = tb.id GROUP BY 1 LIMIT 10001", "trace_id": "7696f6005a1b2134b6cd40e7ad33a8ac", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "cbaddd3f-b7d7-42f7-865a-6029ee3e966a", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count down by month."], "insight_headline": "Returned row 3 \u2014 client_count: 1.00.", "insight_notes": ["17 rows returned. Only the first 12 returned rows are available for this summary.", "Returned row 3 \u2014 trade_count: 3.00.", "Returned row 3 \u2014 realized_revenue_gbp: \u00a3-14.30."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e1a132f94e264736", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8a881a27a723d888", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8a881a27a723d888", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people whose organization declares more than one booking or hedging policy membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "bb53863b-01cd-4834-90fe-145622d53682", "row_count": 17, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360, persons_enriched, and organizations.", "Gold / Pipedrive: Calculates how many DISTINCT pe.id there are.", "Gold / Pipedrive: Keeps only rows matching filters on cf_booking_hedging_policy.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from trade_bookings and trade_details.", "CT Ledger: Calculates how many rows there are and the total of commission."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Works out how many DISTINCT pe.id there are from client_360, persons_enriched, and organizations grouped by user_id. 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semantic correctness is only verified by the listed checks.", "execution_id": "ddf62de5-0271-4d66-9a99-8ada4d15886a", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "d59fd4ca-cc92-42a7-a2ee-896756b7166b", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000147, "estimated_rows": 42, "ms_estimate": 7.3500000000000005, "rows": 42, "total_cost": 18.42}, "created_at": "2026-09-06T12:00:00Z", "data": [[1090], [11003], [11004], [11005], [11008], [11009], [11010], [11011], [11015], [11016], [11017], [11020], [11022], [11023], [11026], [11027], [11029], [11032], [11033], [11034], [11038], [11039], [11040], [11041], [11044], [11045], [11046], [11047], [11050], [11051], [11052], [11053], [11057], [11058], [11059], [11062], [11064], [null]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.ct_id AS user_id FROM pipedrive.notes AS n JOIN pipedrive.deals AS d ON d.id = n.deal_id JOIN pipedrive.persons AS p ON p.id = d.person_id WHERE n.active_flag IS TRUE AND n.author_user_id IS DISTINCT FROM d.owner_id ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  p.ct_id AS user_id\nFROM pipedrive.notes AS n\nJOIN pipedrive.deals AS d\n  ON d.id = n.deal_id\nJOIN pipedrive.persons AS p\n  ON p.id = d.person_id\nWHERE\n  n.active_flag IS TRUE AND n.author_user_id IS DISTINCT FROM d.owner_id\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "41db5cdf-fb01-46ab-a12e-bbf846c91ca6", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "38 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0811e79064ad6f4d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0811e79064ad6f4d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with an active deal note authored by someone other than the deal owner. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "ddf62de5-0271-4d66-9a99-8ada4d15886a", "row_count": 38, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from notes, deals, and persons.", "Keeps only rows matching filters on active_flag, author_user_id, and owner_id."], "model": null, "provider": null, "summary": "Reads rows from notes, deals, and persons.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ae27359bc1e346ca8f8ab74e", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ae27359bc1e346ca8f8ab74e", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "ea6fa5cb-181f-4919-b271-9533a089533f", "optional_status": "done", "timing": {"base_persistence_ms": 4.489324986934662, "first_useful_ms": 8494.528103619814, "optional_ms": 3141.5706705302, "queue_ms": 0.0, "required_to_ready_ms": 8494.528103619814, "submission_ack_ms": 1.5671951696276665, "total_ms": 11638.054922223091}}, "row_count": 38, "status": "completed", "timing": {"admission_ms": 0.08, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 38.62, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.09, "sql_execution_ms": 1.96, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600ae27359bc1e346ca8f8ab74e", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 43}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_assignment_override:t2:base:repeat1", "case_id": "independent11:deal_assignment_override:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 28116.978944279253, "conversation_case_id": "independent11:deal_assignment_override:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 28112.78060823679, "feature_first_useful_ms": 12910.446529276669, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 12914.247011765838, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.772960975766182, "intent_family": "independent11:deal_assignment_override", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9700182601809502, "first_useful_ms": 12859.968205913901, "optional_ms": 15034.869625233114, "queue_ms": 0.0, "required_to_ready_ms": 12859.968205913901, "submission_ack_ms": 1.7321305349469185, "total_ms": 27897.184122353792}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "First returned row \u2014 client_count: 43.00.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:deal_assignment_override:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; 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Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 163, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "958ee4a4-a7a7-48a6-90be-cf70164bc6b6", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "436d4309-e06c-453d-93af-0ff34271a456", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 24.69}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT COALESCE(p.ct_id, p.id)) AS client_count FROM pipedrive.activities AS a JOIN pipedrive.deals AS d ON d.id = a.deal_id JOIN pipedrive.persons AS p ON p.id = a.person_id WHERE a.assigned_to_user_id IS NOT NULL AND d.owner_id IS NOT NULL AND a.assigned_to_user_id <> d.owner_id", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT COALESCE(p.ct_id, p.id)) AS client_count\nFROM pipedrive.activities AS a\nJOIN pipedrive.deals AS d\n  ON d.id = a.deal_id\nJOIN pipedrive.persons AS p\n  ON p.id = a.person_id\nWHERE\n  NOT a.assigned_to_user_id IS NULL\n  AND NOT d.owner_id IS NULL\n  AND a.assigned_to_user_id <> d.owner_id", "guard": null, "id": "1cacbbcc-b8f5-4092-9b5c-50dcaa9d1df5", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 43.00.", "insight_notes": ["1 row returned."], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": false}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "77d64c21a0f1b616", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "77d64c21a0f1b616", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with an activity assigned to someone other than the owner of its deal in the first checked result, return their distinct count as client_count. 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Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 164, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "726fe131-6b83-42cf-a35c-5b87d1a57bb5", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "d59fd4ca-cc92-42a7-a2ee-896756b7166b", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.43}, "created_at": "2026-09-06T12:00:00Z", "data": [[37]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT p.ct_id)::bigint AS client_count FROM pipedrive.notes AS n JOIN pipedrive.deals AS d ON d.id = n.deal_id JOIN pipedrive.persons AS p ON p.id = d.person_id WHERE n.active_flag IS TRUE AND n.author_user_id IS DISTINCT FROM d.owner_id", "generated_sql_pretty": "SELECT\n  CAST(COUNT(DISTINCT p.ct_id) AS BIGINT) AS client_count\nFROM pipedrive.notes AS n\nJOIN pipedrive.deals AS d\n  ON d.id = n.deal_id\nJOIN pipedrive.persons AS p\n  ON p.id = d.person_id\nWHERE\n  n.active_flag IS TRUE AND n.author_user_id IS DISTINCT FROM d.owner_id", "guard": null, "id": "526f5848-bcc6-4b57-9e35-b9a9af65859a", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3dfb2fc1e7a868a2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3dfb2fc1e7a868a2", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with an active deal note authored by someone other than the deal owner in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "726fe131-6b83-42cf-a35c-5b87d1a57bb5", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from notes, deals, and persons.", "Calculates how many DISTINCT p.ct_id there are.", "Keeps only rows matching filters on active_flag, author_user_id, and owner_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT p.ct_id there are from notes, deals, and persons.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6003ea6aa1d4f2641ab8f68ec7f", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6003ea6aa1d4f2641ab8f68ec7f", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "70eddfdb-59e0-44c1-8601-9a741191e270", "optional_status": "failed", "timing": {"base_persistence_ms": 2.3151617497205734, "first_useful_ms": 5354.240773245692, "optional_ms": 25079.993803985417, "queue_ms": 0.0, "required_to_ready_ms": 5354.240773245692, "submission_ack_ms": 2.0579518750309944, "total_ms": 30434.98272355646}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 39.13, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.03, "sql_execution_ms": 2.7, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6003ea6aa1d4f2641ab8f68ec7f", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": null, "expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 31064}, {"user_id": 31063}, {"user_id": 31062}, {"user_id": 31059}, {"user_id": 31058}, {"user_id": 31057}, {"user_id": 31056}, {"user_id": 31053}, {"user_id": 31052}, {"user_id": 31051}, {"user_id": 31050}, {"user_id": 31047}, {"user_id": 31046}, {"user_id": 31045}, {"user_id": 31044}, {"user_id": 31041}, {"user_id": 31040}, {"user_id": 31039}, {"user_id": 31038}, {"user_id": 31035}, {"user_id": 31034}, {"user_id": 31033}, {"user_id": 31032}, {"user_id": 31029}, {"user_id": 31028}, {"user_id": 31027}, {"user_id": 31026}, {"user_id": 31023}, {"user_id": 31022}, {"user_id": 31021}, {"user_id": 31020}, {"user_id": 31017}, {"user_id": 31016}, {"user_id": 31015}, {"user_id": 31014}, {"user_id": 31011}, {"user_id": 31010}, {"user_id": 31009}, {"user_id": 31008}, {"user_id": 31005}, {"user_id": 31004}, {"user_id": 31003}, {"user_id": 31002}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_assignment_override:t3:base:repeat1", "case_id": "independent11:deal_assignment_override:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 15557.596322149038, "conversation_case_id": "independent11:deal_assignment_override:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31064}, {"user_id": 31063}, {"user_id": 31062}, {"user_id": 31059}, {"user_id": 31058}, {"user_id": 31057}, {"user_id": 31056}, {"user_id": 31053}, {"user_id": 31052}, {"user_id": 31051}, {"user_id": 31050}, {"user_id": 31047}, {"user_id": 31046}, {"user_id": 31045}, {"user_id": 31044}, {"user_id": 31041}, {"user_id": 31040}, {"user_id": 31039}, {"user_id": 31038}, {"user_id": 31035}, {"user_id": 31034}, {"user_id": 31033}, {"user_id": 31032}, {"user_id": 31029}, {"user_id": 31028}, {"user_id": 31027}, {"user_id": 31026}, {"user_id": 31023}, {"user_id": 31022}, {"user_id": 31021}, {"user_id": 31020}, {"user_id": 31017}, {"user_id": 31016}, {"user_id": 31015}, {"user_id": 31014}, {"user_id": 31011}, {"user_id": 31010}, {"user_id": 31009}, {"user_id": 31008}, {"user_id": 31005}, {"user_id": 31004}, {"user_id": 31003}, {"user_id": 31002}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 15553.260183893144, "feature_first_useful_ms": 12151.211569085717, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 12154.117979109287, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.876628190279007, "intent_family": "independent11:deal_assignment_override", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.175563670694828, "first_useful_ms": 11858.87988936156, "optional_ms": 3384.4339419156313, "queue_ms": 0.0, "required_to_ready_ms": 11858.87988936156, "submission_ack_ms": 1.7225192859768867, "total_ms": 15249.013968743384}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "43 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "correct_completed", "parent_case_id": "independent11:deal_assignment_override:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 43, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f3ce7931-95be-403e-99d4-7ff74eae4f70", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the Pipedrive people...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 50, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 44, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.activities.id", "columns": ["pipedrive.activities.id"], "end": 67, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "activity", "multi": false, "options": [], "phrase": "activity", "residence": "PD-gold", "samples": [], "source": "pipedrive.activities aliases", "source_selector": "gold", "start": 59, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 108, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Owner", "multi": false, "options": [], "phrase": "Owner", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 103, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 175, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 168, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 43, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f3ce7931-95be-403e-99d4-7ff74eae4f70", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "436d4309-e06c-453d-93af-0ff34271a456", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000224, "estimated_rows": 64, "ms_estimate": 11.200000000000001, "rows": 64, "total_cost": 23.6}, "created_at": "2026-09-06T12:00:00Z", "data": [[31064], [31063], [31062], [31059], [31058], [31057], [31056], [31053], [31052], [31051], [31050], [31047], [31046], [31045], [31044], [31041], [31040], [31039], [31038], [31035], [31034], [31033], [31032], [31029], [31028], [31027], [31026], [31023], [31022], [31021], [31020], [31017], [31016], [31015], [31014], [31011], [31010], [31009], [31008], [31005], [31004], [31003], [31002]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT pe.id AS user_id FROM pipedrive.activities AS a JOIN pipedrive.deals AS d ON d.id = a.deal_id JOIN pipedrive.persons_enriched AS pe ON pe.id = a.person_id WHERE a.assigned_to_user_id IS DISTINCT FROM d.owner_id ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  pe.id AS user_id\nFROM pipedrive.activities AS a\nJOIN pipedrive.deals AS d\n  ON d.id = a.deal_id\nJOIN pipedrive.persons_enriched AS pe\n  ON pe.id = a.person_id\nWHERE\n  a.assigned_to_user_id IS DISTINCT FROM d.owner_id\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "13b76ae4-890e-4db1-9715-59525e7082a3", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "43 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ad735b26efcc26aa", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ad735b26efcc26aa", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with an activity assigned to someone other than the owner of its deal from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "f3ce7931-95be-403e-99d4-7ff74eae4f70", "row_count": 43, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from activities, deals, and persons_enriched.", "Keeps only rows matching filters on assigned_to_user_id and owner_id."], "model": null, "provider": null, "summary": "Reads rows from activities, deals, and persons_enriched.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600895773d81cf947a3a181c235", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600895773d81cf947a3a181c235", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "28cd81be-d8e7-48ab-a65b-fcaf87b060cd", "optional_status": "done", "timing": {"base_persistence_ms": 6.175563670694828, "first_useful_ms": 11858.87988936156, "optional_ms": 3384.4339419156313, "queue_ms": 0.0, "required_to_ready_ms": 11858.87988936156, "submission_ack_ms": 1.7225192859768867, "total_ms": 15249.013968743384}}, "row_count": 43, "status": "completed", "timing": {"admission_ms": 0.08, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 61.28, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.06, "sql_execution_ms": 4.22, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600895773d81cf947a3a181c235", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
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Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:note_author_deal_owner_difference:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 38, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9ff665ab-49df-4b01-b3b0-5c7763197acb", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the Pipedrive people...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 50, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 44, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 121, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Owner", "multi": false, "options": [], "phrase": "Owner", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 116, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 176, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 169, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 38, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9ff665ab-49df-4b01-b3b0-5c7763197acb", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "d59fd4ca-cc92-42a7-a2ee-896756b7166b", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000147, "estimated_rows": 42, "ms_estimate": 7.3500000000000005, "rows": 42, "total_cost": 18.42}, "created_at": "2026-09-06T12:00:00Z", "data": [[11064], [11062], [11059], [11058], [11057], [11053], [11052], [11051], [11050], [11047], [11046], [11045], [11044], [11041], [11040], [11039], [11038], [11034], [11033], [11032], [11029], [11027], [11026], [11023], [11022], [11020], [11017], [11016], [11015], [11011], [11010], [11009], [11008], [11005], [11004], [11003], [1090], [null]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.ct_id AS user_id FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id JOIN pipedrive.deals AS d ON d.id = n.deal_id WHERE n.active_flag = TRUE AND NOT n.deal_id IS NULL AND n.author_user_id IS DISTINCT FROM d.owner_id ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  p.ct_id AS user_id\nFROM pipedrive.notes AS n\nJOIN pipedrive.persons AS p\n  ON p.id = n.person_id\nJOIN pipedrive.deals AS d\n  ON d.id = n.deal_id\nWHERE\n  n.active_flag = TRUE\n  AND NOT n.deal_id IS NULL\n  AND n.author_user_id IS DISTINCT FROM d.owner_id\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "e5700e6b-1b2e-461e-ba3f-7f00db769525", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "38 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5e3af260e4786b6f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5e3af260e4786b6f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with an active deal note authored by someone other than the deal owner from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "9ff665ab-49df-4b01-b3b0-5c7763197acb", "row_count": 38, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from notes, persons, and deals.", "Keeps only rows matching filters on author_user_id, owner_id, active_flag, and deal_id."], "model": null, "provider": null, "summary": "Reads rows from notes, persons, and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600d23e625d82464a6da3dbeefd", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600d23e625d82464a6da3dbeefd", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "a9edff01-7a0f-4120-8372-a8c37a8ce0f3", "optional_status": "done", "timing": {"base_persistence_ms": 2.44799442589283, "first_useful_ms": 8301.466142758727, "optional_ms": 17918.15599054098, "queue_ms": 0.0, "required_to_ready_ms": 8301.466142758727, "submission_ack_ms": 1.7972132191061974, "total_ms": 26221.298972144723}}, "row_count": 38, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 39.33, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.05, "sql_execution_ms": 2.39, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600d23e625d82464a6da3dbeefd", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
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Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 184, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "a88b99cb-2dfe-4a87-ad39-54a592e7cd08", "follow_up_ready": true, "outcome": "refusal", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}}, "confidence_level": "unknown", "confidence_score": null, "conversation_id": "fedfd03a-5364-49cf-8bf1-e1c5cc6e3801", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_code": "BI_SEMANTIC_CONTRACT", "error_message": "Semantic: Unverified calendar semantics: physical timestamp type or lineage is missing Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.", "error_suggestions": [{"action_data": null, "action_type": "modify", "text": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. 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Keep that membership and return zero if it is empty.", "outcome": "refusal", "pivot": null, "query_id": "a88b99cb-2dfe-4a87-ad39-54a592e7cd08", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "Unverified calendar semantics: physical timestamp type or lineage is missing", "class": "semantic", "classification_verified": true, "evidence": "typed_guard", "exception_type": "CalendarSemanticsError", "guard": "CalendarSemanticsError", "kind": "refusal", "proven_guard": true, "raw_error_message": "Unverified calendar semantics: physical timestamp type or lineage is missing", "raw_error_type": "refused", "raw_status": "blocked", "reason_code": "BI_SEMANTIC_CONTRACT", "suggested_rephrase": "Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. 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{"action": "query", "actual_rows": [{"client_count": 37}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:note_author_deal_owner_difference:t4:base:repeat1", "case_id": "independent11:note_author_deal_owner_difference:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 30052.924134768546, "conversation_case_id": "independent11:note_author_deal_owner_difference:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 30049.193094484508, "feature_first_useful_ms": 4810.046272352338, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4813.318306580186, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.245973028242588, "intent_family": "independent11:note_author_deal_owner_difference", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9193869084119797, "first_useful_ms": 4712.945400737226, "optional_ms": 25113.981124013662, "queue_ms": 0.0, "required_to_ready_ms": 4712.945400737226, "submission_ack_ms": 1.438378356397152, "total_ms": 29827.499476261437}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:note_author_deal_owner_difference:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f43b18ff-3cd7-4b79-9e8e-e071a06fffdf", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the Pipedrive people with an active deal note...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 25, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 19, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 96, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Owner", "multi": false, "options": [], "phrase": "Owner", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 91, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 168, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 162, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "f43b18ff-3cd7-4b79-9e8e-e071a06fffdf", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 2 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "d59fd4ca-cc92-42a7-a2ee-896756b7166b", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.43}, "created_at": "2026-09-06T12:00:00Z", "data": [[37]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT p.ct_id) AS client_count FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id JOIN pipedrive.deals AS d ON d.id = n.deal_id WHERE n.active_flag = TRUE AND NOT n.deal_id IS NULL AND n.author_user_id IS DISTINCT FROM d.owner_id", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT p.ct_id) AS client_count\nFROM pipedrive.notes AS n\nJOIN pipedrive.persons AS p\n  ON p.id = n.person_id\nJOIN pipedrive.deals AS d\n  ON d.id = n.deal_id\nWHERE\n  n.active_flag = TRUE\n  AND NOT n.deal_id IS NULL\n  AND n.author_user_id IS DISTINCT FROM d.owner_id", "guard": null, "id": "2877740d-8ad7-4729-8d5b-f4ff7991e023", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e3270baaecad8979", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e3270baaecad8979", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with an active deal note authored by someone other than the deal owner membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "f43b18ff-3cd7-4b79-9e8e-e071a06fffdf", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from notes, persons, and deals.", "Calculates how many DISTINCT p.ct_id there are.", "Keeps only rows matching filters on author_user_id, owner_id, active_flag, and deal_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT p.ct_id there are from notes, persons, and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600f7d804fdf60e49c89646d61b", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600f7d804fdf60e49c89646d61b", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "4e6d7a31-c6b8-4097-8835-0f3c47318b98", "optional_status": "failed", "timing": {"base_persistence_ms": 1.9193869084119797, "first_useful_ms": 4712.945400737226, "optional_ms": 25113.981124013662, "queue_ms": 0.0, "required_to_ready_ms": 4712.945400737226, "submission_ack_ms": 1.438378356397152, "total_ms": 29827.499476261437}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.37, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 2.61, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600f7d804fdf60e49c89646d61b", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
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[31063]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(pe.ct_id, pe.id) AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE NOT o.cf_level_of_service IS NULL AND o.cf_wallet_share IS NULL ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(pe.ct_id, pe.id) AS user_id\nFROM pipedrive.persons_enriched AS pe\nJOIN pipedrive.organizations AS o\n  ON o.id = pe.org_id\nWHERE\n  NOT o.cf_level_of_service IS NULL AND o.cf_wallet_share IS NULL\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "fc7a1e56-3e92-4e13-9c0f-2094dbf50201", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "24 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0fe3241262524cb8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0fe3241262524cb8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people at an organization with a known service level but an unknown wallet-share value. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "4974c752-a840-48e9-87d9-d8a60c5f9bb5", "row_count": 24, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and organizations.", "Keeps only rows matching filters on cf_wallet_share and cf_level_of_service."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched and organizations.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6001bd5a3ef14af46a0a52b7f1a", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6001bd5a3ef14af46a0a52b7f1a", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "b2f9982c-5b23-4604-826a-a5f26af60bb1", "optional_status": "done", "timing": {"base_persistence_ms": 5.259852856397629, "first_useful_ms": 6091.219001449645, "optional_ms": 6074.4943441823125, "queue_ms": 0.0, "required_to_ready_ms": 6091.219001449645, "submission_ack_ms": 2.033371478319168, "total_ms": 12166.984049603343}}, "row_count": 24, "status": "completed", "timing": {"admission_ms": 0.12, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 35.41, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.05, "sql_execution_ms": 1.76, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6001bd5a3ef14af46a0a52b7f1a", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 61", "client_type": "cfx (corporate)", "user_id": 11061}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 57", "client_type": "cfx (corporate)", "user_id": 11057}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 51", "client_type": "cfx (corporate)", "user_id": 11051}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Synthetic45 Client", "client_type": "pfx (private)", "user_id": 11045}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "user_id": 11043}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "user_id": 11041}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "user_id": 11039}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "user_id": 11033}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 29", "client_type": "cfx (corporate)", "user_id": 11029}, {"client": "Synthetic27 Client", "client_type": "pfx (private)", "user_id": 11027}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 23", "client_type": "cfx (corporate)", "user_id": 11023}, {"client": "Fictional Company 19", "client_type": "cfx (corporate)", "user_id": 11019}, {"client": "Fictional Company 17", "client_type": "unknown", "user_id": 11017}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "user_id": 11015}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Synthetic9 Client", "client_type": "pfx (private)", "user_id": 11009}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "user_id": 11003}, {"client": "Fictional Company 1", "client_type": "cfx (corporate)", "user_id": 9871}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_erp_multiple:t3:base:repeat1", "case_id": "independent11:organization_erp_multiple:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11321.645759046078, "conversation_case_id": "independent11:organization_erp_multiple:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31063}, {"user_id": 31061}, {"user_id": 31059}, {"user_id": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31051}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31043}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31035}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31027}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31019}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31011}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31003}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11318.122688680887, "feature_first_useful_ms": 8602.531199343503, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8605.125218629837, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5635790079832077, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.9657671004533768, "first_useful_ms": 8514.382078312337, "optional_ms": 2746.72032892704, "queue_ms": 0.0, "required_to_ready_ms": 8514.382078312337, "submission_ack_ms": 1.2930752709507942, "total_ms": 11263.110736384988}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "27 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:organization_erp_multiple:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 27, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "223f4769-f5e3-4b0f-89e6-00e999639741", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the Pipedrive people...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 50, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 44, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 69, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 57, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 155, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 148, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:aa60a2661f35d842", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 27, "keys": ["11061", "11059", "11057", "11055", "11053", "11051", "11047", "11045", "11043", "11041", "11039", "11037", "11033", "11031", "11029", "11027", "11025", "11023", "11019", "11017", "11015", "11013", "11011", "11009", "11005", "11003", "9871"], "over_cap": false}}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 27, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "223f4769-f5e3-4b0f-89e6-00e999639741", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "9fe17404-645b-4288-bd84-0fdb9d26986e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.95e-05, "estimated_rows": 18, "ms_estimate": 2.475, "rows": 18, "total_cost": 13.64}, "created_at": "2026-09-06T12:00:00Z", "data": [[11061, "Fictional Company 61", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11057, "Fictional Company 57", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11051, "Fictional Company 51", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11045, "Synthetic45 Client", "pfx (private)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11039, "Fictional Company 39", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11033, "Fictional Company 33", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11029, "Fictional Company 29", "cfx (corporate)"], [11027, "Synthetic27 Client", "pfx (private)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11023, "Fictional Company 23", "cfx (corporate)"], [11019, "Fictional Company 19", "cfx (corporate)"], [11017, "Fictional Company 17", "unknown"], [11015, "Fictional Company 15", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11009, "Synthetic9 Client", "pfx (private)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11003, "Fictional Company 3", "cfx (corporate)"], [9871, "Fictional Company 1", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT pe.ct_id AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE NOT o.cf_erp IS NULL AND ARRAY_LENGTH(o.cf_erp, 1) >= 2 AND NOT pe.ct_id IS NULL ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n  pe.ct_id AS user_id\nFROM pipedrive.persons_enriched AS pe\nJOIN pipedrive.organizations AS o\n  ON o.id = pe.org_id\nWHERE\n  NOT o.cf_erp IS NULL AND ARRAY_LENGTH(o.cf_erp, 1) >= 2 AND NOT pe.ct_id IS NULL\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "c45de0ca-f5e3-44c1-a722-f675b7f3eec5", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "27 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a955a1317a16ca84", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a955a1317a16ca84", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people whose organization names at least two ERP systems from the first result, this time in descending user_id order. Keep every member and show only user_id.", "outcome": "success", "pivot": null, "query_id": "223f4769-f5e3-4b0f-89e6-00e999639741", "row_count": 27, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and organizations.", "Keeps only rows matching filters on ct_id and cf_erp."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched and organizations.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600bf0f3b1d5c0f4a19b8b58548", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600bf0f3b1d5c0f4a19b8b58548", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "801d2c57-c11e-4dab-b83b-855f46a3dde2", "optional_status": "done", "timing": {"base_persistence_ms": 3.9657671004533768, "first_useful_ms": 8514.382078312337, "optional_ms": 2746.72032892704, "queue_ms": 0.0, "required_to_ready_ms": 8514.382078312337, "submission_ack_ms": 1.2930752709507942, "total_ms": 11263.110736384988}}, "row_count": 27, "status": "completed", "timing": {"admission_ms": 0.05, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 32.99, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.05, "sql_execution_ms": 2.33, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600bf0f3b1d5c0f4a19b8b58548", "was_slow": false}, "truncation_message": null, "turn_index": 2, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_erp_multiple:t4:base:repeat1", "case_id": "independent11:organization_erp_multiple:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9271.087537519634, "conversation_case_id": "independent11:organization_erp_multiple:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9268.117513507605, "feature_first_useful_ms": 9243.352223187685, "first_useful_ms": 9246.066078543663, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.68363393843174, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.092992283403873, "optional_ms": 75.12113731354475, "queue_ms": 0.0, "required_to_ready_ms": 9138.909216970205, "submission_ack_ms": 1.5462040901184082, "total_ms": 9214.951848611236}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "task_error", "parent_case_id": "independent11:organization_erp_multiple:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "7c26e6cb-eb2e-4df5-bbd8-ad9422335014", "follow_up_ready": true, "outcome": "error", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "Generation confidence is not an answer certificate.", "id": "question_interpretation", "reason": "The entire question interpretation has not been independently verified.", "status": "unverified"}], "sources": [{"connection_id": null, "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": null, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 25, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 19, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 44, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 32, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 147, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 1.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 13, "output_rows": 13, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "medium", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 13, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c360.user_id AS user_id, COUNT(DISTINCT pe.id) AS client_count FROM ct.client_360 c360 JOIN pipedrive.persons_enriched pe ON pe.ct_id = c360.user_id JOIN pipedrive.organizations o ON o.id = pe.org_id WHERE o.cf_level_of_service IS NOT NULL AND o.cf_wallet_share IS NULL GROUP BY 1 LIMIT 10001", "trace_id": "7696f6004289961079d24cc2ad39d90f", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 70, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id, CAST(1 AS DECIMAL) AS client_flag FROM public.accounts AS a LIMIT 10001", "trace_id": "7696f60041b3fa1023e143099cfe45c2", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "1b4a247e-5472-46be-b559-d580b5656dbd", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "First returned row \u2014 client_count: 1.00.", "insight_notes": ["13 rows returned. Only the first 12 returned rows are available for this summary.", "First returned row \u2014 client_flag: 1.00."], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "06a3843ef11a4f16", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8997cb7823708cb7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8997cb7823708cb7", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people at an organization with a known service level but an unknown wallet-share value in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "8b29a660-8e14-490b-9e17-8450630ca132", "row_count": 13, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360, persons_enriched, and organizations.", "Gold / Pipedrive: Calculates how many DISTINCT pe.id there are.", "Gold / Pipedrive: Keeps only rows matching filters on cf_wallet_share and cf_level_of_service.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Works out how many DISTINCT pe.id there are from client_360, persons_enriched, and organizations grouped by user_id. 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Name the group, measure, and date window in a new question.", "error_suggestions": [{"action_data": null, "action_type": "retry", "text": "Name the group, measure, and date window in a new question."}], "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a"}, {"source": "gold", "sql": "SELECT c360.user_id, COUNT(DISTINCT c360.user_id) OVER () AS client_count, o.cf_level_of_service FROM ct.client_360 c360 JOIN pipedrive.persons_enriched pe ON pe.ct_id = c360.user_id JOIN pipedrive.organizations o ON o.id = pe.org_id WHERE o.cf_level_of_service IS NOT NULL AND o.cf_wallet_share IS NULL GROUP BY 1, 3, c360.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "cab2a9ba-ff39-4867-9973-ae6a927efd02", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "96ec071861a1a427", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3582b23c85ff2129", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "a31a15aef40c0c51", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a31a15aef40c0c51", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people at an organization with a known service level but an unknown wallet-share value membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "ff8e6e85-3af0-4a20-a922-8efc6f675168", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "error", "terminal_projection": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: The generated SQL could not complete the requested query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Name the group, measure, and date window in a new question."}, "time_window": null, "trace_id": "federated-ff8e6e85-3af0-4a20-a922-8efc6f675168", "trace_snapshot": {"job": {"job_id": "426cf20c-1614-4c34-99f8-87bc06484269", "optional_status": "done", "timing": {"base_persistence_ms": 6.948099471628666, "optional_ms": 73.88116605579853, "queue_ms": 0.0, "required_to_ready_ms": 24218.396918848157, "submission_ack_ms": 2.429444342851639, "total_ms": 24293.979943729937}}, "terminal_error": {"error_code": "BI_FEDERATION_CT_UNAVAILABLE", "guard": null}}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": false, "observed": "error", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "error", "supported": true, "terminal_error_class": "sql", "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 9871}, {"user_id": 11003}, {"user_id": 11005}, {"user_id": 11009}, {"user_id": 11011}, {"user_id": 11013}, {"user_id": 11015}, {"user_id": 11017}, {"user_id": 11019}, {"user_id": 11023}, {"user_id": 11025}, {"user_id": 11027}, {"user_id": 11029}, {"user_id": 11031}, {"user_id": 11033}, {"user_id": 11037}, {"user_id": 11039}, {"user_id": 11041}, {"user_id": 11043}, {"user_id": 11045}, {"user_id": 11047}, {"user_id": 11051}, {"user_id": 11053}, {"user_id": 11055}, {"user_id": 11057}, {"user_id": 11059}, {"user_id": 11061}, {"user_id": 31007}, {"user_id": 31021}, {"user_id": 31035}, {"user_id": 31049}, {"user_id": 31063}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_client_type_multiple:t1:base:repeat1", "case_id": "independent11:organization_client_type_multiple:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9722.51281607896, "conversation_case_id": "independent11:organization_client_type_multiple:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31001}, {"user_id": 31003}, {"user_id": 31005}, {"user_id": 31007}, {"user_id": 31009}, {"user_id": 31011}, {"user_id": 31013}, {"user_id": 31015}, {"user_id": 31017}, {"user_id": 31019}, {"user_id": 31021}, {"user_id": 31023}, {"user_id": 31025}, {"user_id": 31027}, {"user_id": 31029}, {"user_id": 31031}, {"user_id": 31033}, {"user_id": 31035}, {"user_id": 31037}, {"user_id": 31039}, {"user_id": 31041}, {"user_id": 31043}, {"user_id": 31045}, {"user_id": 31047}, {"user_id": 31049}, {"user_id": 31051}, {"user_id": 31053}, {"user_id": 31055}, {"user_id": 31057}, {"user_id": 31059}, {"user_id": 31061}, {"user_id": 31063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9717.76555199176, "feature_first_useful_ms": 7605.635799467564, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 7609.24416501075, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.5786740481853485, "intent_family": "independent11:organization_client_type_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.478655755519867, "first_useful_ms": 7432.778946124017, "optional_ms": 2094.6055809035897, "queue_ms": 0.0, "required_to_ready_ms": 7432.778946124017, "submission_ack_ms": 1.7681019380688667, "total_ms": 9527.901455760002}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "35f3248f-aee4-4adf-b901-673cabcc0158", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people at an organiz...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 55, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 43, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 86, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "client type", "multi": false, "options": [], "phrase": "client type", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 75, "system": "CT", "text": "client-type"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 111, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 104, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 150, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 141, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "35f3248f-aee4-4adf-b901-673cabcc0158", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query does not require time context", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "cbaa1ce1-db6f-4f49-823e-a11cc0980835", "cost_estimate": {"cost_level": "low", "dollars_estimate": 6.3e-05, "estimated_rows": 21, "ms_estimate": 3.1500000000000004, "rows": 21, "total_cost": 12.94}, "created_at": "2026-09-06T12:00:00Z", "data": [[9871], [11003], [11005], [11009], [11011], [11013], [11015], [11017], [11019], [11023], [11025], [11027], [11029], [11031], [11033], [11037], [11039], [11041], [11043], [11045], [11047], [11051], [11053], [11055], [11057], [11059], [11061], [31007], [31021], [31035], [31049], [31063]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(pe.ct_id, pe.id) AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE COALESCE(ARRAY_LENGTH(o.cf_client_type_tags, 1), 0) > 1 ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(pe.ct_id, pe.id) AS user_id\nFROM pipedrive.persons_enriched AS pe\nJOIN pipedrive.organizations AS o\n  ON o.id = pe.org_id\nWHERE\n  COALESCE(ARRAY_LENGTH(o.cf_client_type_tags, 1), 0) > 1\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "7a6b2f52-affb-458c-83ce-15d9881e0740", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "32 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5b10203d1244a677", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5b10203d1244a677", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people at an organization with more than one client-type tag. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "35f3248f-aee4-4adf-b901-673cabcc0158", "row_count": 32, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons_enriched and organizations.", "Keeps only rows matching filters on cf_client_type_tags."], "model": null, "provider": null, "summary": "Reads rows from persons_enriched and organizations.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6004f3d4b68aaa645ef9fc30c42", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004f3d4b68aaa645ef9fc30c42", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "f0607311-0b11-4c93-a20c-b3c467774e29", "optional_status": "done", "timing": {"base_persistence_ms": 4.478655755519867, "first_useful_ms": 7432.778946124017, "optional_ms": 2094.6055809035897, "queue_ms": 0.0, "required_to_ready_ms": 7432.778946124017, "submission_ack_ms": 1.7681019380688667, "total_ms": 9527.901455760002}}, "row_count": 32, "status": "completed", "timing": {"admission_ms": 0.05, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 34.88, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.06, "sql_execution_ms": 2.34, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6004f3d4b68aaa645ef9fc30c42", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
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Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 44, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1f9de122-e90f-403d-96a1-a0b0b30a74e9", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "List every distinct Pipedrive people with a deal w...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 36, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 30, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 60, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 55, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 130, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 123, "system": "CT", "text": "user_id"}, {"clarify_case": null, "column": "pipedrive.deals.person_id", "columns": ["pipedrive.deals.person_id", "pipedrive.notes.person_id", "pipedrive.activities.person_id"], "end": 169, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "person id", "multi": false, "options": [], "phrase": "person id", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 160, "system": "PD", "text": "person ID"}], "client_resolution_state": {}, "columns": [{"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 44, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "1f9de122-e90f-403d-96a1-a0b0b30a74e9", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query includes date-based filtering", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 clear time period, moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "000837a1-fea0-498a-94cf-65d5de3ce89f", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000192, "estimated_rows": 64, "ms_estimate": 9.600000000000001, "rows": 64, "total_cost": 14.26}, "created_at": "2026-09-06T12:00:00Z", "data": [[1090], [9871], [11003], [11004], [11005], [11006], [11011], [11012], [11013], [11015], [11016], [11017], [11018], [11023], [11024], [11025], [11026], [11027], [11029], [11030], [11036], [11037], [11038], [11039], [11040], [11041], [11047], [11048], [11050], [11051], [11052], [11053], [11054], [11059], [11060], [11061], [11062], [11064], [31014], [31028], [31035], [31042], [31049], [31063]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(p.ct_id, p.id) AS user_id FROM pipedrive.deals AS d JOIN pipedrive.persons AS p ON p.id = d.person_id WHERE d.stage_change_time < d.add_time ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  COALESCE(p.ct_id, p.id) AS user_id\nFROM pipedrive.deals AS d\nJOIN pipedrive.persons AS p\n  ON p.id = d.person_id\nWHERE\n  d.stage_change_time < d.add_time\nORDER BY\n  1\nLIMIT 10000", "guard": null, "id": "a0907793-e2a0-463e-9653-4e7eab3a8104", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "44 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f61f1cf486134f24", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f61f1cf486134f24", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with a deal whose stage-change timestamp predates its creation timestamp. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "success", "pivot": null, "query_id": "1f9de122-e90f-403d-96a1-a0b0b30a74e9", "row_count": 44, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from deals and persons.", "Keeps only rows matching filters on stage_change_time and add_time."], "model": null, "provider": null, "summary": "Reads rows from deals and persons.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600b9264d652ee947aa9eaf1d7f", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600b9264d652ee947aa9eaf1d7f", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "954b898e-47b8-47d3-b97e-5f3bee0ad4c4", "optional_status": "done", "timing": {"base_persistence_ms": 8.122231811285019, "first_useful_ms": 7466.142293065786, "optional_ms": 5175.0439163297415, "queue_ms": 0.0, "required_to_ready_ms": 7466.142293065786, "submission_ack_ms": 2.3113004863262177, "total_ms": 12642.668621614575}}, "row_count": 44, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 34.47, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.06, "sql_execution_ms": 2.05, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600b9264d652ee947aa9eaf1d7f", "was_slow": false}, "truncation_message": null, "turn_index": 0, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 44}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_stage_timestamp_order:t2:base:repeat1", "case_id": "independent11:deal_stage_timestamp_order:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 29660.102399997413, "conversation_case_id": "independent11:deal_stage_timestamp_order:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 44}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 29656.861308030784, "feature_first_useful_ms": 4699.877751991153, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4702.678118832409, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7587655931711197, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.425328992307186, "first_useful_ms": 4402.585447765887, "optional_ms": 25136.999347247183, "queue_ms": 0.0, "required_to_ready_ms": 4402.585447765887, "submission_ack_ms": 2.197265625, "total_ms": 29540.59256054461}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:deal_stage_timestamp_order:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "ea945959-7b53-46de-8c96-7936e15e4f54", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "For exactly the Pipedrive people with a deal whose...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 32, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 26, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 56, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 51, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 172, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.", "federation_rule": "Direct user_id; one row per user_id already. 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Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 1.0, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 17, "output_rows": 17, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "merge_measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 17, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c360.user_id, COUNT(DISTINCT pe.id) AS client_count FROM ct.client_360 c360 JOIN pipedrive.persons_enriched pe ON pe.ct_id = c360.user_id WHERE EXISTS (SELECT 1 FROM pipedrive.organizations o WHERE o.id = pe.org_id AND o.cf_client_type_tags IS NOT NULL AND array_length(o.cf_client_type_tags, 1) > 1) GROUP BY 1 LIMIT 10001", "trace_id": "7696f6009ba0de45d39b49538495ac43", "was_truncated": false}, {"confidence_level": "high", "connection_id": "672c1af6-ea7e-4041-a4ad-23d0b5b086e0", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "merge_measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 70, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT a.id AS user_id, COUNT(DISTINCT c.type) AS client_count FROM public.accounts a LEFT JOIN public.clients c ON c.user_id = a.id GROUP BY 1 LIMIT 10001", "trace_id": "7696f600939f135eeb9342f19fccce71", "was_truncated": false}], "structural_note": "Measures retain their source and basis; they are not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "guard": null, "id": "cee4526f-c8bc-45bc-ad68-a50794abc5c7", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result.", "Break client count (pipeline) down by month.", "Compare client count (pipeline) with the previous period."], "insight_headline": "First returned row \u2014 client_count (pipeline): 1.00.", "insight_notes": ["17 rows returned. Only the first 12 returned rows are available for this summary.", "First returned row \u2014 client_count (realized): 1.00."], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "declared-currency-intent", "activation-definition-gold", "client-type-sti-classes", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5dda954d24397b6c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9a84caac7fb9157a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "a6aa6b9456f3e698", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a6aa6b9456f3e698", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people at an organization with more than one client-type tag in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "outcome": "success", "pivot": null, "query_id": "47f8497f-a523-469e-a8b2-129c472c16ec", "row_count": 17, "shorthands_applied": [], "sql_explanation": {"bullets": ["Gold / Pipedrive: Reads from client_360, persons_enriched, and organizations.", "Gold / Pipedrive: Calculates how many DISTINCT pe.id there are.", "Gold / Pipedrive: Keeps only rows matching filters on id, org_id, and cf_client_type_tags.", "Gold / Pipedrive: Groups the results by user_id.", "CT Ledger: Reads from accounts and clients.", "CT Ledger: Calculates how many DISTINCT c.type there are."], "model": null, "provider": null, "summary": "Combines the source results. Gold / Pipedrive: Works out how many DISTINCT pe.id there are from client_360, persons_enriched, and organizations grouped by user_id. CT Ledger: Works out how many DISTINCT c.type there are from accounts and clients grouped by id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60058fe8f21e8f8403cbe695c4a", "trace_snapshot": {"child_trace_ids": ["7696f600d5546d80b7184bd9a5ae6f81", "7696f600939f135eeb9342f19fccce71", "7696f6009ba0de45d39b49538495ac43"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60058fe8f21e8f8403cbe695c4a", "user_id": "7ac1b8d7010bb6cd", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "957eccd9-8b01-4833-b7f6-da2a6c28c04b", "optional_status": "done", "timing": {"base_persistence_ms": 4.2812395840883255, "first_useful_ms": 29263.12369853258, "optional_ms": 3042.388478294015, "queue_ms": 0.0, "required_to_ready_ms": 29263.12369853258, "submission_ack_ms": 2.0645223557949066, "total_ms": 32306.46531842649}}, "row_count": 17, "status": "completed", "timing": {"admission_ms": 0.0, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 11.4, "parse_ms": 0.0, "required_checks_ms": 5.04, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 12639.11, "validate_ms": 0.0}, "trace_id": "7696f60058fe8f21e8f8403cbe695c4a", "was_slow": false}, "truncation_message": null, "turn_index": 1, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": ["user_id"], "status": "non_measures_excluded"}, "scalar_type_review": {"expected": "count", "status": "unverified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 11064}, {"user_id": 11062}, {"user_id": 11061}, {"user_id": 11060}, {"user_id": 11059}, {"user_id": 11054}, {"user_id": 11053}, {"user_id": 11052}, {"user_id": 11051}, {"user_id": 11050}, {"user_id": 11048}, {"user_id": 11047}, {"user_id": 11041}, {"user_id": 11040}, {"user_id": 11039}, {"user_id": 11038}, {"user_id": 11037}, {"user_id": 11036}, {"user_id": 11030}, {"user_id": 11029}, {"user_id": 11027}, {"user_id": 11026}, {"user_id": 11025}, {"user_id": 11024}, {"user_id": 11023}, {"user_id": 11018}, {"user_id": 11017}, {"user_id": 11016}, {"user_id": 11015}, {"user_id": 11013}, {"user_id": 11012}, {"user_id": 11011}, {"user_id": 11006}, {"user_id": 11005}, {"user_id": 11004}, {"user_id": 11003}, {"user_id": 9871}, {"user_id": 1090}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_stage_timestamp_order:t3:base:repeat1", "case_id": "independent11:deal_stage_timestamp_order:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14923.245287500322, "conversation_case_id": "independent11:deal_stage_timestamp_order:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31064}, {"user_id": 31063}, {"user_id": 31062}, {"user_id": 31061}, {"user_id": 31060}, {"user_id": 31059}, {"user_id": 31054}, {"user_id": 31053}, {"user_id": 31052}, {"user_id": 31051}, {"user_id": 31050}, {"user_id": 31049}, {"user_id": 31048}, {"user_id": 31047}, {"user_id": 31042}, {"user_id": 31041}, {"user_id": 31040}, {"user_id": 31039}, {"user_id": 31038}, {"user_id": 31037}, {"user_id": 31036}, {"user_id": 31035}, {"user_id": 31030}, {"user_id": 31029}, {"user_id": 31028}, {"user_id": 31027}, {"user_id": 31026}, {"user_id": 31025}, {"user_id": 31024}, {"user_id": 31023}, {"user_id": 31018}, {"user_id": 31017}, {"user_id": 31016}, {"user_id": 31015}, {"user_id": 31014}, {"user_id": 31013}, {"user_id": 31012}, {"user_id": 31011}, {"user_id": 31006}, {"user_id": 31005}, {"user_id": 31004}, {"user_id": 31003}, {"user_id": 31002}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14915.95158353448, "feature_first_useful_ms": 10211.989528499544, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 10218.326538801193, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 6.258197128772736, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.58131916821003, "first_useful_ms": 10146.29545621574, "optional_ms": 4653.63022685051, "queue_ms": 0.0, "required_to_ready_ms": 10146.29545621574, "submission_ack_ms": 2.6257503777742386, "total_ms": 14801.369994878769}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "38 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:deal_stage_timestamp_order:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 38, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "775e09a8-c8db-4018-9a9c-513f58e5c7a2", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the Pipedrive people...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 50, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 44, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 74, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 69, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 178, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 171, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 38, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "775e09a8-c8db-4018-9a9c-513f58e5c7a2", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query includes date-based filtering", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 clear time period, moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "000837a1-fea0-498a-94cf-65d5de3ce89f", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000147, "estimated_rows": 49, "ms_estimate": 7.3500000000000005, "rows": 49, "total_cost": 13.77}, "created_at": "2026-09-06T12:00:00Z", "data": [[11064], [11062], [11061], [11060], [11059], [11054], [11053], [11052], [11051], [11050], [11048], [11047], [11041], [11040], [11039], [11038], [11037], [11036], [11030], [11029], [11027], [11026], [11025], [11024], [11023], [11018], [11017], [11016], [11015], [11013], [11012], [11011], [11006], [11005], [11004], [11003], [9871], [1090]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.ct_id AS user_id FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE NOT d.stage_change_time IS NULL AND NOT d.add_time IS NULL AND d.stage_change_time < d.add_time AND NOT p.ct_id IS NULL ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n  p.ct_id AS user_id\nFROM pipedrive.persons AS p\nJOIN pipedrive.deals AS d\n  ON d.person_id = p.id\nWHERE\n  NOT d.stage_change_time IS NULL\n  AND NOT d.add_time IS NULL\n  AND d.stage_change_time < d.add_time\n  AND NOT p.ct_id IS NULL\nORDER BY\n  1 DESC NULLS LAST\nLIMIT 10000", "guard": null, "id": "4cb9684c-7132-4acc-858b-703371a9889a", "insight_assumptions": [], "insight_follow_ups": ["Show the underlying rows for this result."], "insight_headline": "38 rows returned. Only the first 12 returned rows are available for this summary.", "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["churn-tier-definitions", "activation-definition-gold", "trade-existence-gold-booked"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"insight": {"model": "glm-5.2", "provider": "zai", "row_touching": true, "tokenized": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9f6ae4ba0f4ea952", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9f6ae4ba0f4ea952", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with a deal whose stage-change timestamp predates its creation timestamp from the first result, this time in descending user_id order. 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not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"user_id": 31063}, {"user_id": 31061}, {"user_id": 31059}, {"user_id": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31051}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31043}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31035}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31027}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31019}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31011}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31003}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 15440.515638329089, "feature_first_useful_ms": 9896.506622433662, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 9902.842061594129, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 6.266327574849129, "intent_family": "independent11:organization_client_type_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.914014160633087, "first_useful_ms": 9796.184117905796, "optional_ms": 5320.605016313493, "queue_ms": 0.0, "required_to_ready_ms": 9796.184117905796, "submission_ack_ms": 1.927587203681469, "total_ms": 15118.409870192409}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "insight"}, {"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 rows returned. Only the first 12 returned rows are available for this summary.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "comparison_unverified", "parent_case_id": "independent11:organization_client_type_multiple:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5ac6bdd2-6612-407e-bafb-78e9546a82a9", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": null, "title": "Show the same checked IDs for the Pipedrive people...", "type": "table", "x_axis": null, "y_axis": null}, "chart_type": "table", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 50, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 44, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 69, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Organization", "multi": false, "options": [], "phrase": "Organization", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 57, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 100, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "client type", "multi": false, "options": [], "phrase": "client type", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 89, "system": "CT", "text": "client-type"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 159, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "user id", "multi": false, "options": [], "phrase": "user id", "residence": "gold-rollup", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 152, "system": "CT", "text": "user_id"}], "client_resolution_state": {}, "columns": [{"aggregation": "identifier", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "user_id", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Client", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "text", "denominator_column": null, "display_name": "Type", "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_type", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 32, "status": "complete"}, "confidence_scope": "Generation confidence; 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{"action": "query", "actual_rows": [{"client_count": 38}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_stage_timestamp_order:t4:base:repeat1", "case_id": "independent11:deal_stage_timestamp_order:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 30263.470420613885, "conversation_case_id": "independent11:deal_stage_timestamp_order:chain", "correctness_scope": "Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.", "declared_unit_review": {"expected": null, "status": "not_required_by_case"}, "error_class": null, "error_type": null, "expected_conversation_turns": 4, "expected_rows": [{"client_count": 44}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 30260.440283454955, "feature_first_useful_ms": 5192.973122000694, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5195.620555430651, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6101116091012955, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.475531004369259, "first_useful_ms": 5068.049282766879, "optional_ms": 25071.05611730367, "queue_ms": 0.0, "required_to_ready_ms": 5068.049282766879, "submission_ack_ms": 1.9978294149041176, "total_ms": 30139.587657526135}, "legacy_clock_scope": "attempt_including_independent_oracle_and_scoring", "llm_calls": [{"model_id": "glm-5.2", "provider": "zai", "row_touching": false, "sampling_pin": "off", "stage": "sql_gen"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": null, "narrative_numeric_review": {"status": "no_narrative", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:deal_stage_timestamp_order:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e04dd37b-369d-4ce5-a046-530f5cb659ec", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "saved_snapshot", "saved_at": "2026-09-06T12:00:00+00:00", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "answered_from": null, "bound_as_of_date_params": null, "chart_config": {"series": ["client_count"], "title": "Keep the Pipedrive people with a deal whose stage-...", "type": "big_number", "x_axis": null, "y_axis": "client_count"}, "chart_type": "big_number", "clarification": null, "client_recognizer_spans": [{"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 25, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "People", "multi": false, "options": [], "phrase": "People", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 19, "system": "PD", "text": "people"}, {"clarify_case": null, "column": "pipedrive.deals.stage_id", "columns": ["pipedrive.deals.stage_id"], "end": 49, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Stage", "multi": false, "options": [], "phrase": "Stage", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 44, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 170, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Onboarding/client dimension keyed by user_id (= accounts.id). 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Project user_id first.", "matched_term": "client", "multi": false, "options": [], "phrase": "clients", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 164, "system": "CT", "text": "client"}], "client_resolution_state": {}, "columns": [{"aggregation": "distinct_count", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "bigint", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_count", "numerator_column": null, "percent_scale": null, "source_label": null, "unit": null, "unit_column": null, "unit_unverified": false, "value_class": "count"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e04dd37b-369d-4ce5-a046-530f5cb659ec", "follow_up_ready": true, "outcome": "rows", "queried_at": "2026-09-06T12:00:00+00:00", "result_kind": "query_result", "semantic_obligations": [{"evidence": "No complete question-to-answer semantic oracle was run.", "id": "question_interpretation", "reason": "SQL checks do not prove the whole question interpretation.", "status": "unverified"}], "sources": [{"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}], "version": 1}, "factors": [{"applicable": false, "name": "Metric match", "reason": "No predefined metrics are configured for this connection \u2014 scored on time clarity, query complexity and column visibility instead", "score": 0.0}, {"name": "Time clarity", "reason": "Query includes date-based filtering", "score": 1.0}, {"name": "Query complexity", "reason": "Moderate complexity: 1 JOINs", "score": 0.6}, {"name": "Column visibility", "reason": "All columns are publicly accessible", "score": 1.0}], "interpretation": "High confidence (85%) \u2014 clear time period, moderate complexity"}, "confidence_level": "high", "confidence_score": 0.8461538461538461, "conversation_id": "000837a1-fea0-498a-94cf-65d5de3ce89f", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 13.78}, "created_at": "2026-09-06T12:00:00Z", "data": [[38]], "definition_refs": [], "enrichments": [], "error_class": null, "error_code": null, "error_message": null, "error_suggestions": [], "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT p.ct_id) AS client_count FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE NOT d.stage_change_time IS NULL AND NOT d.add_time IS NULL AND d.stage_change_time < d.add_time AND NOT p.ct_id IS NULL", "generated_sql_pretty": "SELECT\n  COUNT(DISTINCT p.ct_id) AS client_count\nFROM pipedrive.persons AS p\nJOIN pipedrive.deals AS d\n  ON d.person_id = p.id\nWHERE\n  NOT d.stage_change_time IS NULL\n  AND NOT d.add_time IS NULL\n  AND d.stage_change_time < d.add_time\n  AND NOT p.ct_id IS NULL", "guard": null, "id": "5c32ebcb-2765-45da-be20-c23e302102a3", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": null, "insight_notes": [], "intake_trace": {"brief": "none", "entries_matched": ["declared-currency-intent", "client-type-sti-classes"], "fired": false, "questions_answered": 0, "questions_asked": 0, "questions_dismissed": 0, "skip_reason": "intake_engine_off", "voice_input": false}, "llm_trace": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "38105c70eca40b35", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "38105c70eca40b35", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with a deal whose stage-change timestamp predates its creation timestamp membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "outcome": "success", "pivot": null, "query_id": "e04dd37b-369d-4ce5-a046-530f5cb659ec", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from persons and deals.", "Calculates how many DISTINCT p.ct_id there are.", "Keeps only rows matching filters on stage_change_time, add_time, and ct_id."], "model": null, "provider": null, "summary": "Works out how many DISTINCT p.ct_id there are from persons and deals.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60097e4be3cc01240e98f4dee6f", "trace_snapshot": {"child_trace_ids": [], "context": {"connection_id": "4c319baf-ab2b-410d-9927-14fd6f7f10b8", "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60097e4be3cc01240e98f4dee6f", "user_id": "5999ff9fbb6437bb", "vault_id": "fd16a879-cf4a-477e-8625-b90e91eb77a5", "workspace_id": "07109729-86d2-5f02-928d-34ee1047d644"}, "created_at": "2026-09-06T12:00:00+00:00", "error_message": null, "job": {"job_id": "9a98811f-4719-46c0-a59f-c9dbca810d4e", "optional_status": "failed", "timing": {"base_persistence_ms": 3.475531004369259, "first_useful_ms": 5068.049282766879, "optional_ms": 25071.05611730367, "queue_ms": 0.0, "required_to_ready_ms": 5068.049282766879, "submission_ack_ms": 1.9978294149041176, "total_ms": 30139.587657526135}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 34.84, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.02, "sql_execution_ms": 2.33, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60097e4be3cc01240e98f4dee6f", "was_slow": false}, "truncation_message": null, "turn_index": 3, "was_truncated": false}, "repeat": 1, "response_class_review": {"expected": "answer", "matches": true, "observed": "answer", "semantic_status": "not_applicable"}, "scalar_projection_review": {"excluded_columns": [], "status": "unchanged"}, "scalar_type_review": {"column": "client_count", "declared": "count", "expected": "count", "status": "verified"}, "split": "locked_holdout", "status": "success", "supported": true, "terminal_error_class": null, "terminal_projection_review": {"cause": null, "class": null, "kind": null, "raw_status": "success", "reason_code": null}, "unit_surface_agreement": "unverified", "was_submitted": true}