{"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": 998.7888839095831, "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": 993.3680640533566, "feature_first_useful_ms": 945.890155620873, "first_useful_ms": 951.0198161005974, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.094949156045914, "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": 99.81407690793276, "optional_ms": 65.70284627377987, "queue_ms": 0.0, "required_to_ready_ms": 752.924564294517, "submission_ack_ms": 5.480441264808178, "total_ms": 821.9600468873978}, "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": "789e4dc2-ffe2-45f3-a5b7-761f8c626ca0", "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": [{"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 `). 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": "789e4dc2-ffe2-45f3-a5b7-761f8c626ca0", "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": [{"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": "34aacf9c-94f4-4a03-bad2-8fb919dd9be9", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "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_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "0bf703e6-98ad-408e-978b-3f8d7e793cdd", "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": "789e4dc2-ffe2-45f3-a5b7-761f8c626ca0", "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": "error", "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-789e4dc2-ffe2-45f3-a5b7-761f8c626ca0", "trace_snapshot": {"job": {"job_id": "2d0dc0da-2839-4ad4-aa48-ac9523b966ba", "optional_status": "done", "timing": {"base_persistence_ms": 99.81407690793276, "optional_ms": 65.70284627377987, "queue_ms": 0.0, "required_to_ready_ms": 752.924564294517, "submission_ack_ms": 5.480441264808178, "total_ms": 821.9600468873978}}}, "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": "error", "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: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": 8245.69748248905, "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": 8239.353021606803, "feature_first_useful_ms": 8223.375123925507, "first_useful_ms": 8229.204896837473, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.800481885671616, "intent_family": "independent11:notified_without_verification", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2987665832042694, "optional_ms": 99.74883496761322, "queue_ms": 0.0, "required_to_ready_ms": 7978.568670339882, "submission_ack_ms": 13.532332144677639, "total_ms": 8079.017898999155}, "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": "a820832e-9e0a-4c83-bfe7-1ffb34764de5", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "a820832e-9e0a-4c83-bfe7-1ffb34764de5", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "d62acec8-9e7c-4820-acdb-096b00b63fd8", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COALESCE(SUM(CASE WHEN notified_user_id IS NOT NULL AND notified_user_id NOT IN (SELECT user_id FROM public.broker_accounts WHERE verified_at IS NOT NULL) THEN 1 ELSE 0 END), 0) AS client_count FROM (SELECT DISTINCT ba.user_id AS notified_user_id FROM public.broker_accounts ba WHERE ba.notified_at IS NOT NULL) n"}, {"source": "gold", "sql": "SELECT client_count FROM (SELECT CAST(0 AS INT) AS client_count) AS s LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "001aa429-20d5-4279-9b8c-28cf18da3a3a", "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": "18a4d2c4de549ee8", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a50444e69f64beba", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a50444e69f64beba", "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": "a820832e-9e0a-4c83-bfe7-1ffb34764de5", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-a820832e-9e0a-4c83-bfe7-1ffb34764de5", "trace_snapshot": {"job": {"job_id": "839d43c1-af65-4168-a6ff-253700c87df7", "optional_status": "done", "timing": {"base_persistence_ms": 1.2987665832042694, "optional_ms": 99.74883496761322, "queue_ms": 0.0, "required_to_ready_ms": 7978.568670339882, "submission_ack_ms": 13.532332144677639, "total_ms": 8079.017898999155}}}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_EXECUTION_001"}, "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:first-count:base:repeat1", "case_id": "independent11:verified_after_registration:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11463.32264598459, "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": 11458.059741184115, "feature_first_useful_ms": 8038.161573000252, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8042.445583269, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.253869876265526, "intent_family": "independent11:verified_after_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.5350536927580833, "first_useful_ms": 7786.088376305997, "optional_ms": 3309.267455711961, "queue_ms": 0.0, "required_to_ready_ms": 7786.088376305997, "submission_ack_ms": 9.423848241567612, "total_ms": 11096.403896808624}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Zero CT accounts have a verified broker account dated after their completed registration.", "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": "fbe2c2cd-e752-40c6-83c0-f44efe9883de", "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": [{"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 whose ea...", "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 `). 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": [{"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, "unit": null, "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": "fbe2c2cd-e752-40c6-83c0-f44efe9883de", "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": [{"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": "2c3bd9bf-3904-4307-b83e-2847ec7dbdae", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 11.62}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 67.41058453917503, "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 JOIN (SELECT user_id, MIN(verified_at) AS first_verified_at FROM public.broker_accounts WHERE verified_at IS NOT NULL GROUP BY user_id) fvb ON fvb.user_id = a.id WHERE c.completed_registration_at IS NOT NULL AND fvb.first_verified_at > c.completed_registration_at", "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\nJOIN (\n SELECT\n user_id,\n MIN(verified_at) AS first_verified_at\n FROM public.broker_accounts\n WHERE\n NOT verified_at IS NULL\n GROUP BY\n user_id\n) AS fvb\n ON fvb.user_id = a.id\nWHERE\n NOT c.completed_registration_at IS NULL\n AND fvb.first_verified_at > c.completed_registration_at", "id": "1add62c5-6f08-497d-b126-95a9209a56a6", "insight_assumptions": ["Earliest verified broker account = the minimum non-null verified_at across broker_accounts per user.", "Counts accounts of any role joined to clients with a non-null completed registration date.", "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": "Zero CT accounts have a verified broker account dated after their completed registration.", "insight_notes": ["All matched clients have at least one broker verification on or before their registration completion date."], "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": "none", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "66022d4c9120eef2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "66022d4c9120eef2", "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.", "pivot": null, "query_id": "fbe2c2cd-e752-40c6-83c0-f44efe9883de", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join accounts to clients on the client's user_id matching the account id.", "Build a helper list from broker_accounts keeping only rows where verified_at is not null, and for each user take their earliest verified_at as first_verified_at.", "Attach that helper list to accounts by user_id, so only accounts with at least one verified broker account survive.", "Keep only rows where completed_registration_at is not null (registration must be completed).", "Keep only rows where first_verified_at is later than completed_registration_at.", "Count the distinct account ids and report the result as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct account IDs that have a completed registration and an earliest verified broker account date that falls after that registration date.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6002664aed3d49844f2b2c93388", "trace_snapshot": {"child_trace_ids": ["7696f6005bcf075583974e8092417e13"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6002664aed3d49844f2b2c93388", "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": "98ba9532-b49f-4bea-a3d0-d33f88e01ea9", "optional_status": "done", "timing": {"base_persistence_ms": 3.5350536927580833, "first_useful_ms": 7786.088376305997, "optional_ms": 3309.267455711961, "queue_ms": 0.0, "required_to_ready_ms": 7786.088376305997, "submission_ack_ms": 9.423848241567612, "total_ms": 11096.403896808624}}, "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": 3.75, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 67.41, "validate_ms": 0.0}, "trace_id": "7696f6002664aed3d49844f2b2c93388", "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: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": 6287.796494551003, "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": 6272.901693359017, "feature_first_useful_ms": 6004.290079697967, "first_useful_ms": 6018.921830691397, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 14.553978107869625, "intent_family": "independent11:outdated_still_activated", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.6096906512975693, "optional_ms": 77.03493162989616, "queue_ms": 0.0, "required_to_ready_ms": 5873.190820217133, "submission_ack_ms": 2.759956754744053, "total_ms": 5951.646161265671}, "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": "81a4310c-d53d-4045-b048-e20d69428512", "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": [{"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 `). 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": "81a4310c-d53d-4045-b048-e20d69428512", "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": [{"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": "f961def6-0fef-48fc-b0c9-566cd6f6f26b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c44fb226-a9c1-42ca-bc95-ee220db3055c", "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 provided schema lists table names but no columns, and no column exists (in the visible schema or curated knowledge) indicating broker-account verification status or an 'outdated' marker, so I cannot confidently build this query.\",\n \"confidence\": \"uncerta", "prompt_sha256": "31f5732bab709e6d", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fc702b3e323ba0ac", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fc702b3e323ba0ac", "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": "81a4310c-d53d-4045-b048-e20d69428512", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-81a4310c-d53d-4045-b048-e20d69428512", "trace_snapshot": {"job": {"job_id": "1333048b-464b-47ab-8576-e9afa92272c9", "optional_status": "done", "timing": {"base_persistence_ms": 2.6096906512975693, "optional_ms": 77.03493162989616, "queue_ms": 0.0, "required_to_ready_ms": 5873.190820217133, "submission_ack_ms": 2.759956754744053, "total_ms": 5951.646161265671}}}, "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_EXECUTION_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": 5937.165814451873, "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": 5933.787536807358, "feature_first_useful_ms": 5919.74632628262, "first_useful_ms": 5922.896576113999, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.1184088438749313, "intent_family": "independent11:multi_broker_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.2902600467205048, "optional_ms": 66.4189700037241, "queue_ms": 0.0, "required_to_ready_ms": 5656.02171421051, "submission_ack_ms": 2.3771338164806366, "total_ms": 5723.091047257185}, "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": "e7e423be-afda-4cdc-8f40-9049043f5b77", "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": [{"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 `). 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": "e7e423be-afda-4cdc-8f40-9049043f5b77", "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": [{"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": "05bdb7ee-4821-430a-a099-eb098fa1a488", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "16034b2d-e9a0-4254-8681-fd13dff134be", "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 question requires counting distinct CT accounts by verified broker relationships, but the schema context provides no column definitions for broker_accounts/clients (empty column lists) and the referenced ct.client_360 is not available, so a valid query ca", "prompt_sha256": "62cf781f4e99938b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "16d212f3500858d4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "16d212f3500858d4", "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": "e7e423be-afda-4cdc-8f40-9049043f5b77", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-e7e423be-afda-4cdc-8f40-9049043f5b77", "trace_snapshot": {"job": {"job_id": "67bde079-17fb-4ce3-a85f-56234a51f94a", "optional_status": "done", "timing": {"base_persistence_ms": 2.2902600467205048, "optional_ms": 66.4189700037241, "queue_ms": 0.0, "required_to_ready_ms": 5656.02171421051, "submission_ack_ms": 2.3771338164806366, "total_ms": 5723.091047257185}}}, "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_EXECUTION_001"}, "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": 4249.145633541048, "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": 4244.614455848932, "feature_first_useful_ms": 4232.989859767258, "first_useful_ms": 4237.251148559153, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.204297438263893, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.5149529576301575, "optional_ms": 64.09904919564724, "queue_ms": 0.0, "required_to_ready_ms": 4065.5237389728427, "submission_ack_ms": 2.661743201315403, "total_ms": 4130.116465501487}, "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": "6cc770d1-ffca-41dd-b02a-cc7d20f87de4", "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": [{"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": "6cc770d1-ffca-41dd-b02a-cc7d20f87de4", "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": [{"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": "28e275ee-2020-488c-a65e-ab54f4402b51", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "5ed3b727-f9e3-4b07-8f4f-e576aeca7b1b", "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 ct.client_360 view with declared currency fields, but the provided schema lists no columns for any table and no client_360 object, so I cannot generate a valid query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Schema context conta", "prompt_sha256": "849c1813f30057a9", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "61405f4243da5d55", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "61405f4243da5d55", "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": "6cc770d1-ffca-41dd-b02a-cc7d20f87de4", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-6cc770d1-ffca-41dd-b02a-cc7d20f87de4", "trace_snapshot": {"job": {"job_id": "9ae08f1a-8d28-4986-8b0a-a7ea322dce53", "optional_status": "done", "timing": {"base_persistence_ms": 3.5149529576301575, "optional_ms": 64.09904919564724, "queue_ms": 0.0, "required_to_ready_ms": 4065.5237389728427, "submission_ack_ms": 2.661743201315403, "total_ms": 4130.116465501487}}}, "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_EXECUTION_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": 9215.477189980447, "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": 9211.60929556936, "feature_first_useful_ms": 4708.599243313074, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4712.013373151422, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3828485757112503, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9153570756316185, "first_useful_ms": 4591.230093501508, "optional_ms": 4547.21269570291, "queue_ms": 0.0, "required_to_ready_ms": 4591.230093501508, "submission_ack_ms": 1.8138736486434937, "total_ms": 9139.144334942102}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "There are 4 distinct corporate CT client records with completed registration and no non-deleted, non-closed booking.", "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": "bfaa3ecd-3373-41b0-a1f9-f1d0eb0fb25e", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:25b81c5080f00539", "key_column": "id", "key_count": 4, "keys": ["11016", "11032", "11048", "11064"], "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, "unit": null, "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": "bfaa3ecd-3373-41b0-a1f9-f1d0eb0fb25e", "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": [{"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": "744f1a70-43f4-41e2-9fac-03f3c366f27d", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 15.45}, "created_at": "2026-09-06T12:00:00Z", "data": [[4]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 56.728241965174675, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND 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.status <> 'closed' AND tb.deleted_at IS NULL)", "generated_sql_pretty": "SELECT\n COUNT(*) AS client_count\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 a.skip_commission_calculations IS TRUE\n AND 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.status <> 'closed' AND tb.deleted_at IS NULL\n )", "id": "b6a11bbd-0b4f-4a97-94ae-95e20de6b07a", "insight_assumptions": ["Corporate = client type is non-null and not 'PersonalAccount'", "Excludes accounts flagged to skip commission calculations and accounts other than role 'User'", "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": ["List those 4 client records with their names, registration dates and any closed/deleted booking history", "How many of these 4 registered in the last 90 days?"], "insight_headline": "There are 4 distinct corporate CT client records with completed registration and no non-deleted, non-closed booking.", "insight_notes": ["The figure counts client records (user_id joins), not necessarily distinct corporate entities \u2014 one entity could hold several records.", "A client with only closed or deleted bookings still qualifies, so these may include previously active clients, not purely never-traded ones."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "aa0070ef05b98860", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "aa0070ef05b98860", "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.", "pivot": null, "query_id": "bfaa3ecd-3373-41b0-a1f9-f1d0eb0fb25e", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Joins accounts to clients by matching clients.user_id to accounts.id.", "Keeps only accounts with role 'User' where skip_commission_calculations is not true.", "Keeps only clients whose type is filled in and is not 'PersonalAccount', and who have a completed_registration_at timestamp.", "Excludes any client who has even one trade_booking row with their user_id that is not 'closed' and has no deleted_at timestamp.", "Returns the number of remaining clients as client_count (zero if none qualify)."], "model": "glm-5.2", "provider": "zai", "summary": "Counts clients whose completed-registration, non-personal corporate accounts have no active, non-deleted booking.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600edcda3a7fa444cfb9d0eb1a9", "trace_snapshot": {"child_trace_ids": ["7696f6005efaa0bd5bdb406ebe9309b4"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600edcda3a7fa444cfb9d0eb1a9", "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": "437f173f-dca4-426e-8676-a4af3f5f6909", "optional_status": "done", "timing": {"base_persistence_ms": 1.9153570756316185, "first_useful_ms": 4591.230093501508, "optional_ms": 4547.21269570291, "queue_ms": 0.0, "required_to_ready_ms": 4591.230093501508, "submission_ack_ms": 1.8138736486434937, "total_ms": 9139.144334942102}}, "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": 5.71, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 56.73, "validate_ms": 0.0}, "trace_id": "7696f600edcda3a7fa444cfb9d0eb1a9", "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: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": 12786.389182321727, "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": 12782.803465612233, "feature_first_useful_ms": 12774.243616499007, "first_useful_ms": 12777.559602633119, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2863151282072067, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.26383875310421, "optional_ms": 57.764919474720955, "queue_ms": 0.0, "required_to_ready_ms": 12473.748648539186, "submission_ack_ms": 2.10542231798172, "total_ms": 12532.217809930444}, "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": "b64183e1-e864-4fbb-9793-6a1a61f46313", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "b64183e1-e864-4fbb-9793-6a1a61f46313", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "4be735bf-c3d6-4c05-9090-1ac922da92a1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Retry after CT data is available.", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(*) AS client_count FROM public.clients c WHERE (c.type IS NULL OR c.type = '') AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = c.user_id)"}, {"source": "gold", "sql": "SELECT user_id FROM ct.client_360 WHERE (client_type IS NULL OR client_type = 'unknown') AND broker_account_count > 0 GROUP BY user_id LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "82e90901-4c6e-4ace-bdb6-d1ec7bf4c6c8", "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": "b1c7960d34389242", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7cc0fc6ea64baeff", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "29314f7c48ba571f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "29314f7c48ba571f", "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": "b64183e1-e864-4fbb-9793-6a1a61f46313", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: the CT leg returned no join key 'user_id'; a whole-book result cannot answer the selected cohort", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Retry after CT data is available."}, "time_window": null, "trace_id": "federated-b64183e1-e864-4fbb-9793-6a1a61f46313", "trace_snapshot": {"job": {"job_id": "76f4de70-fc82-434c-91b5-06a5bf6277a5", "optional_status": "done", "timing": {"base_persistence_ms": 4.26383875310421, "optional_ms": 57.764919474720955, "queue_ms": 0.0, "required_to_ready_ms": 12473.748648539186, "submission_ack_ms": 2.10542231798172, "total_ms": 12532.217809930444}}}, "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": null, "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": 0}], "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": 7276.414641179144, "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": 7271.073324605823, "feature_first_useful_ms": 3404.8351170495152, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 3409.731858409941, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.859340377151966, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9309817105531693, "first_useful_ms": 3251.1227959766984, "optional_ms": 3957.3308806866407, "queue_ms": 0.0, "required_to_ready_ms": 3251.1227959766984, "submission_ack_ms": 1.8579838797450066, "total_ms": 7208.995345048606}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Zero CT accounts have system-generated quotes without any user-requested quote (client_count = 0).", "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": "a435839b-3139-4ed3-b95e-e59107724a8a", "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": [{"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 that hav...", "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 `). 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": [{"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, "unit": null, "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": "a435839b-3139-4ed3-b95e-e59107724a8a", "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": [{"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": "18c62f55-758d-42c4-baab-7bff23edb37a", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.4999999999999998e-06, "estimated_rows": 1, "ms_estimate": 0.125, "rows": 1, "total_cost": 16.17}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 53.21933887898922, "federation_metadata": {"kind": "ct_only"}, "generated_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')", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nWHERE\n EXISTS(\n SELECT\n 1\n FROM public.quotes AS q\n WHERE\n q.user_id = a.id AND q.type <> 'by_client'\n )\n AND NOT EXISTS(\n SELECT\n 1\n FROM public.quotes AS q2\n WHERE\n q2.user_id = a.id AND q2.type = 'by_client'\n )", "id": "48f18051-529c-4cb8-ab24-97a397553a6e", "insight_assumptions": ["System-generated quotes are defined as quotes with type <> 'by_client'; user-requested quotes as type = 'by_client'."], "insight_follow_ups": ["How many distinct accounts have any system-generated quotes at all, regardless of client quotes?"], "insight_headline": "Zero CT accounts have system-generated quotes without any user-requested quote (client_count = 0).", "insight_notes": ["Every account with a non-by_client quote also has at least one by_client quote, so there is no untouched-by-client segment here.", "Single-row aggregate, so this is a definitive count for the period covered, not a sample."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1155bab1956e4aa0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1155bab1956e4aa0", "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.", "pivot": null, "query_id": "a435839b-3139-4ed3-b95e-e59107724a8a", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the accounts table and counts distinct values of its id column, reported as client_count.", "Keeps an account only if there exists at least one row in quotes linked to it (quotes.user_id = accounts.id) whose type is anything other than 'by_client'.", "Also requires that no quotes row linked to the account has type exactly 'by_client'.", "If no accounts meet both conditions, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct account IDs that have at least one quote not of type 'by_client' and no quotes of type 'by_client'.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600b3083a9985ff4d0b919af66c", "trace_snapshot": {"child_trace_ids": ["7696f600d8d3b5b1b14d4ff18912724e"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600b3083a9985ff4d0b919af66c", "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": "ebdc628a-c463-4169-9fb7-914697b27f3a", "optional_status": "done", "timing": {"base_persistence_ms": 0.9309817105531693, "first_useful_ms": 3251.1227959766984, "optional_ms": 3957.3308806866407, "queue_ms": 0.0, "required_to_ready_ms": 3251.1227959766984, "submission_ack_ms": 1.8579838797450066, "total_ms": 7208.995345048606}}, "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": 5.22, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 53.22, "validate_ms": 0.0}, "trace_id": "7696f600b3083a9985ff4d0b919af66c", "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: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": 13775.394226424396, "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": 13769.165658392012, "feature_first_useful_ms": 7580.991382710636, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7586.813246831298, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.782722495496273, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.6292409747838974, "first_useful_ms": 7278.6922715604305, "optional_ms": 6187.423259019852, "queue_ms": 0.0, "required_to_ready_ms": 7278.6922715604305, "submission_ack_ms": 1.6654282808303833, "total_ms": 13466.61060769111}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Zero CT accounts have a user-requested quote predating their earliest broker verification timestamp.", "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": "848e02f4-92b4-470b-803c-d18830bca999", "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": [{"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 whose us...", "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 `). 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": [{"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, "unit": null, "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": "848e02f4-92b4-470b-803c-d18830bca999", "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": [{"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": "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 clear time period, complex query"}, "confidence_level": "medium", "confidence_score": 0.7307692307692307, "conversation_id": "a029f408-4e2b-42f9-82d3-ed02cd1fb921", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.5e-06, "estimated_rows": 1, "ms_estimate": 0.17500000000000002, "rows": 1, "total_cost": 17.42}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 57.38817621022463, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM (SELECT a.id FROM public.accounts AS a JOIN (SELECT user_id, MIN(created_at) AS first_quote_at 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) AS q ON q.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 v ON v.user_id = a.id WHERE q.first_quote_at < v.first_verified_at) AS t", "generated_sql_pretty": "SELECT\n COUNT(*) AS client_count\nFROM (\n SELECT\n a.id\n FROM public.accounts AS a\n JOIN (\n SELECT\n user_id,\n MIN(created_at) AS first_quote_at\n FROM public.quotes\n WHERE\n type = 'by_client'\n AND NOT quotes.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 user_id\n ) AS q\n ON q.user_id = a.id\n JOIN (\n SELECT\n user_id,\n MIN(verified_at) AS first_verified_at\n FROM public.broker_accounts\n WHERE\n NOT verified_at IS NULL\n GROUP BY\n user_id\n ) AS v\n ON v.user_id = a.id\n WHERE\n q.first_quote_at < v.first_verified_at\n) AS t", "id": "c2b77b26-a61e-4157-bc35-d6f6d83582bc", "insight_assumptions": ["Only client-initiated quotes (type = 'by_client') count as user-requested; broker-issued quotes are excluded.", "Accounts with id 1 or an @currencytransfer.com email (internal/test) are excluded, and broker verifications with a null verified_at are ignored."], "insight_follow_ups": [], "insight_headline": "Zero CT accounts have a user-requested quote predating their earliest broker verification timestamp.", "insight_notes": ["client_count is exactly 0, so every matched account's first client quote came at or after their first verification (or the two events never co-occur for the same user)."], "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": {"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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0af8621e926f2717", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0af8621e926f2717", "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.", "pivot": null, "query_id": "848e02f4-92b4-470b-803c-d18830bca999", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["From the quotes table, keep only quotes of type 'by_client', and drop any quote whose user appears in the inner account check \u2014 specifically, accounts whose id equals 1 or whose email contains '@currencytransfer.com' (c\u2026", "For each remaining user, find their earliest quote timestamp (first_quote_at).", "From the broker_accounts table, skip rows with no verification timestamp, and for each user find their earliest verified_at (first_verified_at).", "Join both per-user results to the accounts table on user_id matching the account id.", "Keep only accounts where the earliest quote came before the earliest verification.", "Count those accounts and return the number as client_count (zero if none match)."], "model": "glm-5.2", "provider": "zai", "summary": "Counts how many accounts have a user-requested quote timestamped before that same user's earliest broker verification timestamp.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6002a6dfc3e0c26488aae660241", "trace_snapshot": {"child_trace_ids": ["7696f600bd05118da4084fbbb4772544"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6002a6dfc3e0c26488aae660241", "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": "572a7fc7-6b30-4507-80e4-f9bf93bf1b28", "optional_status": "done", "timing": {"base_persistence_ms": 2.6292409747838974, "first_useful_ms": 7278.6922715604305, "optional_ms": 6187.423259019852, "queue_ms": 0.0, "required_to_ready_ms": 7278.6922715604305, "submission_ack_ms": 1.6654282808303833, "total_ms": 13466.61060769111}}, "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": 4.91, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 57.39, "validate_ms": 0.0}, "trace_id": "7696f6002a6dfc3e0c26488aae660241", "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": 58}], "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": 15783.291748724878, "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": 60}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 15778.622086159885, "feature_first_useful_ms": 7972.715170122683, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 7976.868284866214, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.11809328943491, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9730327874422073, "first_useful_ms": 7835.4354137554765, "optional_ms": 7729.4682543724775, "queue_ms": 0.0, "required_to_ready_ms": 7835.4354137554765, "submission_ack_ms": 2.0839031785726547, "total_ms": 15565.48931915313}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "58 distinct CT accounts have a quote-linked booking that is neither closed nor deleted", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "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": "226978f8-8338-43ec-addd-e7ccaa96024e", "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": [{"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 whose ow...", "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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:01d13bee5a651a38", "key_column": "id", "key_count": 58, "keys": ["1090", "9871", "11003", "11004", "11005", "11006", "11007", "11008", "11009", "11010", "11011", "11012", "11013", "11014", "11015", "11017", "11018", "11019", "11020", "11021", "11022", "11023", "11024", "11025", "11026", "11027", "11028", "11030", "11031", "11033", "11034", "11035", "11036", "11037", "11038", "11039", "11040", "11041", "11042", "11043", "11044", "11045", "11046", "11047", "11049", "11050", "11051", "11052", "11053", "11054", "11055", "11056", "11057", "11059", "11060", "11061", "11062", "11063"], "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, "unit": null, "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": "226978f8-8338-43ec-addd-e7ccaa96024e", "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": [{"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": "df4c959a-87cc-45cd-ba2e-c18662782528", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4e-06, "estimated_rows": 1, "ms_estimate": 0.2, "rows": 1, "total_cost": 17.83}, "created_at": "2026-09-06T12:00:00Z", "data": [[58]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 53.460427559912205, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a JOIN public.quotes AS q ON q.user_id = a.id AND q.type = 'by_client' JOIN public.trade_bookings AS tb ON tb.quote_id = q.id AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND tb.user_id = a.id WHERE NOT a.id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.quotes AS q\n ON q.user_id = a.id AND q.type = 'by_client'\nJOIN public.trade_bookings AS tb\n ON tb.quote_id = q.id\n AND (\n tb.status <> 'closed' AND tb.deleted_at IS NULL\n )\n AND tb.user_id = a.id\nWHERE\n NOT a.id IN (\n SELECT\n id\n FROM public.accounts\n WHERE\n id = 1 OR email ILIKE '%@currencytransfer.com'\n )", "id": "e1df1e36-3a4b-4693-a6ea-af9c33cde578", "insight_assumptions": ["Booking attribution means the booking's user_id matches the account that raised the quote", "Non-qualifying statuses are excluded by filtering out closed bookings and soft-deleted bookings, not by requiring an 'open' status"], "insight_follow_ups": ["List those 58 accounts with their booking counts and values", "How many of these bookings are in each non-closed status?", "How has this count trended month by month so far in 2026?"], "insight_headline": "58 distinct CT accounts have a quote-linked booking that is neither closed nor deleted", "insight_notes": ["Each account's own quote (type 'by_client') had to convert to a booking linked by quote ID and belonging to the same account, so indirect or role-based attribution is not counted", "Admin (id 1) and any account with a currencytransfer.com email are excluded from the count"], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4ef4a015b102335c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4ef4a015b102335c", "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.", "pivot": null, "query_id": "226978f8-8338-43ec-addd-e7ccaa96024e", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Starts from the accounts table.", "Joins quotes where the quote's user is the account and the quote type is 'by_client'.", "Joins trade_bookings where the booking's quote matches that quote, the booking's user is the same account, the status isn't 'closed', and deleted_at is empty.", "Excludes account id 1 and any account whose email contains '@currencytransfer.com'.", "Counts the distinct account ids and returns that single number as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct accounts linked through their own client-created quotes to a booking that isn't closed or deleted, excluding test/internal accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ced30432abea48b5bdd01535", "trace_snapshot": {"child_trace_ids": ["7696f6008a522ce07a6942b9bc12d93e"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ced30432abea48b5bdd01535", "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": "8a8d9e4e-e0b6-4d0e-9564-69691c21f2e8", "optional_status": "done", "timing": {"base_persistence_ms": 0.9730327874422073, "first_useful_ms": 7835.4354137554765, "optional_ms": 7729.4682543724775, "queue_ms": 0.0, "required_to_ready_ms": 7835.4354137554765, "submission_ack_ms": 2.0839031785726547, "total_ms": 15565.48931915313}}, "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": 4.81, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 53.46, "validate_ms": 0.0}, "trace_id": "7696f600ced30432abea48b5bdd01535", "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: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": 8506.33376184851, "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": 8502.032291144133, "feature_first_useful_ms": 8482.894413173199, "first_useful_ms": 8486.849821172655, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.9294473826885223, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.425013765692711, "optional_ms": 80.29550593346357, "queue_ms": 0.0, "required_to_ready_ms": 8168.82933024317, "submission_ack_ms": 1.8769651651382446, "total_ms": 8250.98411180079}, "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": "1621d303-912e-421d-bb7c-300b4b9c6744", "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": [{"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 `). 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": "1621d303-912e-421d-bb7c-300b4b9c6744", "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": [{"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": "7c483642-ecbd-452e-8519-53ebb575d079", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "552b3d9a-e691-4aae-91eb-4582c3cb38f7", "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 tables (ct.client_360, pipedrive.*) and booking-status columns that are not present in the provided schema, so a valid query cannot be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Referenced tables ct.client_360 and pipedrive", "prompt_sha256": "05c107a463dad2d0", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "acb2e76ebeee8915", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "acb2e76ebeee8915", "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": "1621d303-912e-421d-bb7c-300b4b9c6744", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-1621d303-912e-421d-bb7c-300b4b9c6744", "trace_snapshot": {"job": {"job_id": "777ea2c0-840f-4b5c-9f08-7966fdca9b8e", "optional_status": "done", "timing": {"base_persistence_ms": 6.425013765692711, "optional_ms": 80.29550593346357, "queue_ms": 0.0, "required_to_ready_ms": 8168.82933024317, "submission_ack_ms": 1.8769651651382446, "total_ms": 8250.98411180079}}}, "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_EXECUTION_001"}, "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": 8915.406534448266, "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": 8911.47181764245, "feature_first_useful_ms": 8789.239566773176, "first_useful_ms": 8792.906534858048, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.633396700024605, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 113.44102397561073, "optional_ms": 230.6967405602336, "queue_ms": 0.0, "required_to_ready_ms": 8125.26944745332, "submission_ack_ms": 1.9328175112605095, "total_ms": 8417.079223319888}, "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": "59beac3b-0888-42ff-a5a6-429b058db1ec", "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": [{"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 `). 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": "59beac3b-0888-42ff-a5a6-429b058db1ec", "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": [{"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": "a72b156f-33af-47b4-8905-1b9ff6a9a675", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "5c39e7a9-2074-47ab-bbe2-b3bf04b02a67", "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": "a47e48556dc8caf6", "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 ct.client_360 table (per the federation gold-leg instruction) and columns such as trade booking invoice/status fields, but the provided schema contains no ct.client_360 table and lists no columns for any table, so no valid query can b", "prompt_sha256": "05a572239b429c15", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "05a572239b429c15", "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": "59beac3b-0888-42ff-a5a6-429b058db1ec", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-59beac3b-0888-42ff-a5a6-429b058db1ec", "trace_snapshot": {"job": {"job_id": "1cae3fb2-603d-4c9e-9856-0224a2e53e8a", "optional_status": "done", "timing": {"base_persistence_ms": 113.44102397561073, "optional_ms": 230.6967405602336, "queue_ms": 0.0, "required_to_ready_ms": 8125.26944745332, "submission_ack_ms": 1.9328175112605095, "total_ms": 8417.079223319888}}}, "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_EXECUTION_001"}, "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": 9230.586713179946, "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": 9227.249256335199, "feature_first_useful_ms": 9217.360931448638, "first_useful_ms": 9220.422368496656, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0335262417793274, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.1467264741659164, "optional_ms": 67.7310461178422, "queue_ms": 0.0, "required_to_ready_ms": 9064.297273755074, "submission_ack_ms": 7.214811630547047, "total_ms": 9132.441373541951}, "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": "48af8070-3bf6-4b51-bc1c-2e1791f09d4f", "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": [{"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 `). 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": "48af8070-3bf6-4b51-bc1c-2e1791f09d4f", "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": [{"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": "86591600-ef96-4f00-946e-cc2a09117661", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c75a2821-7936-4960-86dd-98d7aaa029b9", "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 provided schema lists no columns for any table and does not include ct.client_360, so I cannot confidently build the required query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No column metadata available (accounts.is_deleted, trade_bookings.deleted, ", "prompt_sha256": "ad9df104097571a0", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fe6f643b7d164593", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fe6f643b7d164593", "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": "48af8070-3bf6-4b51-bc1c-2e1791f09d4f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-48af8070-3bf6-4b51-bc1c-2e1791f09d4f", "trace_snapshot": {"job": {"job_id": "17f47e3c-3c37-4091-8682-146d1e16a892", "optional_status": "done", "timing": {"base_persistence_ms": 2.1467264741659164, "optional_ms": 67.7310461178422, "queue_ms": 0.0, "required_to_ready_ms": 9064.297273755074, "submission_ack_ms": 7.214811630547047, "total_ms": 9132.441373541951}}}, "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_EXECUTION_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": 11206.174277700484, "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": 49}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11197.593618184328, "feature_first_useful_ms": 11187.442093156278, "first_useful_ms": 11195.75721397996, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 8.231437765061855, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 245.4310255125165, "optional_ms": 82.31047634035349, "queue_ms": 0.0, "required_to_ready_ms": 10895.528704859316, "submission_ack_ms": 2.8605088591575623, "total_ms": 10988.682609051466}, "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": "44d64240-ea85-4cdf-900a-e58fe0b26420", "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": [{"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 `). 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": "44d64240-ea85-4cdf-900a-e58fe0b26420", "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": [{"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": "2b124a72-b379-44d3-bfe6-e27162167a12", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a2681ceb-47e0-42ef-b55d-bd5cf379ed1d", "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": "ef71db16a0c1264e", "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 restricts output to ct.client_360 and pipedrive.* fields, but no column information for ct.client_360 (or any table) was provided in the schema context, so the pre-billable measure fields and user_id column cannot be reliably referenced.\",\n", "prompt_sha256": "fd26c1167ad15303", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fd26c1167ad15303", "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": "error", "pivot": null, "query_id": "44d64240-ea85-4cdf-900a-e58fe0b26420", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-44d64240-ea85-4cdf-900a-e58fe0b26420", "trace_snapshot": {"job": {"job_id": "0c04f9d2-ed2e-4b99-bf59-ddeec492d613", "optional_status": "done", "timing": {"base_persistence_ms": 245.4310255125165, "optional_ms": 82.31047634035349, "queue_ms": 0.0, "required_to_ready_ms": 10895.528704859316, "submission_ack_ms": 2.8605088591575623, "total_ms": 10988.682609051466}}}, "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_EXECUTION_001"}, "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": 6315.062667243183, "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": 6310.817718505859, "feature_first_useful_ms": 6301.439511589706, "first_useful_ms": 6305.415920913219, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.936227411031723, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.0378159135580063, "optional_ms": 85.44214628636837, "queue_ms": 0.0, "required_to_ready_ms": 6151.10740903765, "submission_ack_ms": 1.5440136194229126, "total_ms": 6237.566241063178}, "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": "7074e312-2026-44a2-a725-7c767d3290ab", "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": [{"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 `). 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": "7074e312-2026-44a2-a725-7c767d3290ab", "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": [{"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": "3df874e1-dc7c-44d3-aa6d-a391e716363b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "1251217c-0ee5-4472-baa0-a0c18db3b563", "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": "c6bbf92beee17761", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The gold leg restricts sources to ct.client_360 and pipedrive.*, but identifying settled bookings lacking a sell-currency-to-GBP rate requires ct.trade_bookings/trade_details columns (status='settled', rate fields) that are not provided in the schema.\",\n \"co", "prompt_sha256": "dc2b3310da7c3ff4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "dc2b3310da7c3ff4", "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": "7074e312-2026-44a2-a725-7c767d3290ab", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-7074e312-2026-44a2-a725-7c767d3290ab", "trace_snapshot": {"job": {"job_id": "27ddcf2b-0ad3-41c3-bdfc-00e6b3216c30", "optional_status": "done", "timing": {"base_persistence_ms": 3.0378159135580063, "optional_ms": 85.44214628636837, "queue_ms": 0.0, "required_to_ready_ms": 6151.10740903765, "submission_ack_ms": 1.5440136194229126, "total_ms": 6237.566241063178}}}, "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_EXECUTION_001"}, "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:first-count:base:repeat1", "case_id": "independent11:negative_realized_commission:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7857.8408332541585, "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": 5}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7852.508117444813, "feature_first_useful_ms": 3826.4405438676476, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 3831.2938939779997, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.824928008019924, "intent_family": "independent11:negative_realized_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1448012664914131, "first_useful_ms": 3768.5945434495807, "optional_ms": 3921.4866580441594, "queue_ms": 0.0, "required_to_ready_ms": 3768.5945434495807, "submission_ack_ms": 1.5861745923757553, "total_ms": 7690.580978989601}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "5 distinct CT accounts have negative total known realized commission on settled trades.", "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": "a957a409-64d4-4846-b88f-9be088d262bb", "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": [{"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 whose su...", "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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:1b653b0b3ec7aa45", "key_column": "user_id", "key_count": 5, "keys": ["11011", "11022", "11033", "11044", "11055"], "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, "unit": null, "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": "a957a409-64d4-4846-b88f-9be088d262bb", "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": [{"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": "f41ad785-ec7e-4906-9242-0c350b98f0e3", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.1}, "created_at": "2026-09-06T12:00:00Z", "data": [[5]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 56.505934335291386, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COALESCE(COUNT(*), 0) AS client_count FROM (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 = 'settled' 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) AS neg", "generated_sql_pretty": "SELECT\n COALESCE(COUNT(*), 0) AS client_count\nFROM (\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 tb.status = 'settled'\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) AS neg", "id": "e3a308a4-812f-40f5-9736-1750c6901d4e", "insight_assumptions": ["'Realized commission' interpreted as commission on settled trade bookings only \u2014 non-settled statuses are excluded.", "Accounts identified by trade_bookings user_id, and only commissions present in trade_details are included (missing commission rows are not treated as zero)."], "insight_follow_ups": ["List those 5 accounts and their total negative commission.", "How large is each account's commission shortfall in aggregate?"], "insight_headline": "5 distinct CT accounts have negative total known realized commission on settled trades.", "insight_notes": ["Each account is counted once, based on the summed commission across all its settled trade bookings, not per trade.", "The list excludes internal CurrencyTransfer accounts (account id 1 and any @currencytransfer.com email addresses)."], "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": "none", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "322b2886412a5c34", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "322b2886412a5c34", "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.", "pivot": null, "query_id": "a957a409-64d4-4846-b88f-9be088d262bb", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Only trades with status 'settled' are considered.", "Any user whose id is 1 or whose account email contains '@currencytransfer.com' is excluded.", "Each user's commissions are added up across their matched bookings.", "Only users whose total commission sum is negative are kept.", "The result counts those users; if none qualify, the answer is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count how many distinct users have settled trade bookings whose total commission across their bookings is negative, excluding internal accounts, returning zero if none.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600a9094d9cf5104cc6a45cb470", "trace_snapshot": {"child_trace_ids": ["7696f60052cab677943b43cdad70a977"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600a9094d9cf5104cc6a45cb470", "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": "2e66fc14-a38c-4cd4-925d-24ca27532bc3", "optional_status": "done", "timing": {"base_persistence_ms": 1.1448012664914131, "first_useful_ms": 3768.5945434495807, "optional_ms": 3921.4866580441594, "queue_ms": 0.0, "required_to_ready_ms": 3768.5945434495807, "submission_ack_ms": 1.5861745923757553, "total_ms": 7690.580978989601}}, "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": 3.76, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 56.51, "validate_ms": 0.0}, "trace_id": "7696f600a9094d9cf5104cc6a45cb470", "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: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": 11196.159628219903, "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": 11191.170673817396, "feature_first_useful_ms": 10903.13924010843, "first_useful_ms": 10907.798822969198, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.622620530426502, "intent_family": "independent11:all_commission_unknown", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.0288960337638855, "optional_ms": 1015.7073391601443, "queue_ms": 0.0, "required_to_ready_ms": 9940.568866208196, "submission_ack_ms": 1.6943588852882385, "total_ms": 10957.821229472756}, "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": "c667db31-f2d1-46ad-8c90-55e6aace9e0a", "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": [{"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 `). 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": "c667db31-f2d1-46ad-8c90-55e6aace9e0a", "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": [{"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": "6e092609-8fe3-4f5b-ac0f-d8f3775dcc2a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "ecef09c2-e896-4f86-89f4-2273e66359e2", "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 provided schema lists table names but no columns, and the required ct.client_360 view is not defined, so I cannot confidently map 'commission inputs all unknown', booking status flags, or client_360 fields to real columns.\",\n \"confidence\": \"uncertain\",\n ", "prompt_sha256": "bc58718f330f4829", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "004cdaa8265d3e52", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "004cdaa8265d3e52", "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": "c667db31-f2d1-46ad-8c90-55e6aace9e0a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-c667db31-f2d1-46ad-8c90-55e6aace9e0a", "trace_snapshot": {"job": {"job_id": "f8bc2208-2b85-47b9-aa60-cc7ed2058794", "optional_status": "done", "timing": {"base_persistence_ms": 5.0288960337638855, "optional_ms": 1015.7073391601443, "queue_ms": 0.0, "required_to_ready_ms": 9940.568866208196, "submission_ack_ms": 1.6943588852882385, "total_ms": 10957.821229472756}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 11}], "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": 11201.841786503792, "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": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11196.111457422376, "feature_first_useful_ms": 6239.710887894034, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6244.979251176119, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.229801870882511, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0743970051407814, "first_useful_ms": 6042.615241371095, "optional_ms": 4923.066316172481, "queue_ms": 0.0, "required_to_ready_ms": 6042.615241371095, "submission_ack_ms": 1.804322935640812, "total_ms": 10966.373790055513}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "11 CT accounts have at least one booked commission input but a booked commission total of exactly zero.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "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": "ae715e96-6e20-4362-bc93-d5db045b9801", "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": [{"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 with at ...", "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 `). 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": [{"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, "unit": null, "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": "ae715e96-6e20-4362-bc93-d5db045b9801", "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": [{"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, ", "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": "b681e9bd-0a50-4622-b030-e5158fea0c89", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 23.07}, "created_at": "2026-09-06T12:00:00Z", "data": [[11]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 65.10870531201363, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM (SELECT tb.user_id, COALESCE(SUM(td.commission), 0) AS booked_commission_total, COUNT(td.id) AS commission_input_rows 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 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') GROUP BY tb.user_id HAVING COALESCE(SUM(td.commission), 0) = 0) AS zero_commission_clients", "generated_sql_pretty": "SELECT\n COUNT(*) AS client_count\nFROM (\n SELECT\n tb.user_id,\n COALESCE(SUM(td.commission), 0) AS booked_commission_total,\n COUNT(td.id) AS commission_input_rows\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 <> 'closed'\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 )\n GROUP BY\n tb.user_id\n HAVING\n COALESCE(SUM(td.commission), 0) = 0\n) AS zero_commission_clients", "id": "da10b592-6e0b-41c8-ac53-d8d61730e359", "insight_assumptions": ["'Any role' was interpreted as no role filter \u2014 all accounts passing the exclusions count.", "'Known booked commission input' means at least one joined trade_details commission row exists, valued at zero or cancelling out."], "insight_follow_ups": ["List those 11 accounts with their commission input row counts and booking details.", "How many of these accounts are non-closed versus other booking statuses?"], "insight_headline": "11 CT accounts have at least one booked commission input but a booked commission total of exactly zero.", "insight_notes": ["A zero total with at least one commission row means commissions are offsetting or recorded as zero rather than absent.", "The count excludes closed bookings, accounts with skip_commission_calculations set, bookings lacking a GBP conversion rate, and internal CurrencyTransfer accounts."], "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": "none", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "030a9a4f21b26ebe", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "030a9a4f21b26ebe", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "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.", "pivot": null, "query_id": "ae715e96-6e20-4362-bc93-d5db045b9801", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads trade_bookings, each linked to its rows in trade_details via trade_booking_id, and links the booking's user_id to the accounts table.", "Keeps only bookings that are not 'closed', whose account does not have skip_commission_calculations set to true, and that have a non-null GBP conversion rate.", "Excludes any user_id belonging to an account with id 1 or an email containing '@currencytranslate.com' \u2014 here '%@currencytransfer.com'.", "Groups by user_id and adds up each person's commission values (treating nulls as 0) and counts their commission rows.", "Keeps only users whose commission total is exactly zero; COALESCE means missing commissions count as 0, not null.", "The final count is how many such users there are, returning 0 if none qualify."], "model": "glm-5.2", "provider": "zai", "summary": "Counts how many distinct accounts (user_ids) have commission rows summing to exactly zero, after excluding closed bookings, flagged accounts, and internal Currencytransfer accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600b23a71e53f1a477db6468158", "trace_snapshot": {"child_trace_ids": ["7696f600d7c00f07e6f94edfa4d46b5b"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600b23a71e53f1a477db6468158", "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": "23ae76e2-31a3-46bf-9a57-83b520d3183e", "optional_status": "done", "timing": {"base_persistence_ms": 1.0743970051407814, "first_useful_ms": 6042.615241371095, "optional_ms": 4923.066316172481, "queue_ms": 0.0, "required_to_ready_ms": 6042.615241371095, "submission_ack_ms": 1.804322935640812, "total_ms": 10966.373790055513}}, "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": 6.11, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 65.11, "validate_ms": 0.0}, "trace_id": "7696f600b23a71e53f1a477db6468158", "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: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": 4830.104899592698, "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": 17}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 4825.272720307112, "feature_first_useful_ms": 4814.229073934257, "first_useful_ms": 4818.6239171773195, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.3636225163936615, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.062561318278313, "optional_ms": 59.87991206347942, "queue_ms": 0.0, "required_to_ready_ms": 4506.367027759552, "submission_ack_ms": 1.349717378616333, "total_ms": 4567.853326909244}, "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": "437fa73a-e5b8-49ad-a507-d4ebffa5c0a3", "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": [{"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 `). 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": "437fa73a-e5b8-49ad-a507-d4ebffa5c0a3", "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": [{"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": "acbf31dc-c0f6-4726-8c7b-23527e5b90e6", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "958e3171-3b74-4957-8957-8819d0ddf4c6", "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 (all tables list no columns), so no valid query can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Referenced table ct.client_360 does not exist in the available sche", "prompt_sha256": "9d56f892a3d39892", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1eadee7ca5b04f78", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1eadee7ca5b04f78", "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": "error", "pivot": null, "query_id": "437fa73a-e5b8-49ad-a507-d4ebffa5c0a3", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-437fa73a-e5b8-49ad-a507-d4ebffa5c0a3", "trace_snapshot": {"job": {"job_id": "68b8f565-a028-4b18-bcc3-166e99b0ed43", "optional_status": "done", "timing": {"base_persistence_ms": 4.062561318278313, "optional_ms": 59.87991206347942, "queue_ms": 0.0, "required_to_ready_ms": 4506.367027759552, "submission_ack_ms": 1.349717378616333, "total_ms": 4567.853326909244}}}, "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_EXECUTION_001"}, "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": 16110.474568791687, "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": 56}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 16106.014164164662, "feature_first_useful_ms": 15817.310964688659, "first_useful_ms": 15821.498410776258, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.144065082073212, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.1320899724960327, "optional_ms": 74.3175558745861, "queue_ms": 0.0, "required_to_ready_ms": 15696.093278937042, "submission_ack_ms": 1.9838493317365646, "total_ms": 15772.223669104278}, "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": "b763590c-d60b-4c1c-a1d9-3dfcf0bcca3e", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "b763590c-d60b-4c1c-a1d9-3dfcf0bcca3e", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "e73c9099-7bfe-4bfc-a8fe-e0dd625c8e86", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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 WHERE (tb.status = 'settled' AND NOT tb.completed_at IS NULL AND NOT tb.settlement_at IS NULL AND CAST(((tb.completed_at AT TIME ZONE 'UTC') AT TIME ZONE 'Europe/London') AS DATE) <> CAST(((tb.settlement_at AT TIME ZONE 'UTC') AT TIME ZONE 'Europe/London') AS DATE)) 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 user_id)::int AS client_count FROM ct.client_360 WHERE status = 'settled' AND completed_at IS NOT NULL AND settlement_at IS NOT NULL AND (completed_at AT TIME ZONE 'Europe/London')::date <> (settlement_at AT TIME ZONE 'Europe/London')::date"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "76d8f428-8283-46ed-93a0-5e7253a0c8e9", "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": "e3e6659e682ce463", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "98428526cbb67aaf", "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 tables and ct.client_360 has no per-trade settlement status, completed_at, or settlement_at columns needed to compare completion date vs settlement deadline, so this leg cannot be answered from gold.\",\n \"confidence\": \"u", "prompt_sha256": "cc1d00093756b095", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "cc1d00093756b095", "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": "error", "pivot": null, "query_id": "b763590c-d60b-4c1c-a1d9-3dfcf0bcca3e", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-b763590c-d60b-4c1c-a1d9-3dfcf0bcca3e", "trace_snapshot": {"job": {"job_id": "8d7daf6c-57c2-47a5-8b26-2c7e38b5f417", "optional_status": "done", "timing": {"base_persistence_ms": 3.1320899724960327, "optional_ms": 74.3175558745861, "queue_ms": 0.0, "required_to_ready_ms": 15696.093278937042, "submission_ack_ms": 1.9838493317365646, "total_ms": 15772.223669104278}}}, "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_EXECUTION_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: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": 10044.762568548322, "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": 10035.550674423575, "feature_first_useful_ms": 10023.18874374032, "first_useful_ms": 10032.061935402453, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 8.844370022416115, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9927842766046524, "optional_ms": 61.68293580412865, "queue_ms": 0.0, "required_to_ready_ms": 9889.827273786068, "submission_ack_ms": 1.60276610404253, "total_ms": 9952.523535117507}, "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": "a229890a-dd3c-4ed6-97a4-c867a5225c0c", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "a229890a-dd3c-4ed6-97a4-c867a5225c0c", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "5ec08560-7110-403e-ba3a-193b22856e47", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(*) AS client_count FROM (SELECT tb.user_id FROM public.trade_bookings AS tb WHERE (tb.status <> 'closed' AND tb.deleted_at 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 NOT MIN(tb.traded_at) IS NULL AND MIN(tb.traded_at) < (SELECT MIN(ba.verified_at) FROM public.broker_accounts AS ba WHERE ba.user_id = tb.user_id AND NOT ba.verified_at IS NULL)) AS q"}, {"source": "gold", "sql": "SELECT c.user_id, COUNT(*) OVER () AS client_count FROM ct.client_360 c WHERE c.first_traded_at IS NOT NULL AND c.first_broker_verified_at IS NOT NULL AND c.first_traded_at < c.first_broker_verified_at GROUP BY c.user_id, c.first_traded_at, c.first_broker_verified_at"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "e6fb4e8a-7ef9-43ee-acfe-b23bf41f66c1", "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": "b53f23c37cbad4e4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3fc6cacfa874876c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "5d293026adae2cb6", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5d293026adae2cb6", "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": "a229890a-dd3c-4ed6-97a4-c867a5225c0c", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-a229890a-dd3c-4ed6-97a4-c867a5225c0c", "trace_snapshot": {"job": {"job_id": "4cbce948-cf7c-44a3-a01e-f92f2ab02a07", "optional_status": "done", "timing": {"base_persistence_ms": 0.9927842766046524, "optional_ms": 61.68293580412865, "queue_ms": 0.0, "required_to_ready_ms": 9889.827273786068, "submission_ack_ms": 1.60276610404253, "total_ms": 9952.523535117507}}}, "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_EXECUTION_001"}, "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: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": 9217.81596634537, "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": 9211.380010470748, "feature_first_useful_ms": 4375.541747547686, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4381.595669314265, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 6.018220447003841, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9407922625541687, "first_useful_ms": 4185.803827829659, "optional_ms": 4694.514345377684, "queue_ms": 0.0, "required_to_ready_ms": 4185.803827829659, "submission_ack_ms": 1.5435023233294487, "total_ms": 8881.064428947866}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Zero CT client records match the referral-plus-reward-event criteria, so no clients qualify.", "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": "b858bc92-433b-46bf-8a39-3d3722879649", "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": [{"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": 58, "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": 50, "system": "CT", "text": "customer"}, {"clarify_case": null, "column": "ct.accounts.__table__", "columns": ["ct.accounts.__table__"], "end": 86, "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 `). 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": 78, "system": "CT", "text": "referrer"}], "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, "unit": null, "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": "b858bc92-433b-46bf-8a39-3d3722879649", "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": [{"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": "df565bf1-9062-48dc-8734-0075e6a04ad4", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 24.55}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 53.919374011456966, "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.reward_events re ON re.user_id = ref.id AND re.referred_user_id = a.id WHERE a.affiliate_id IS NOT NULL AND ref.role = 'User'", "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.reward_events AS re\n ON re.user_id = ref.id AND re.referred_user_id = a.id\nWHERE\n NOT a.affiliate_id IS NULL AND ref.role = 'User'", "id": "f3914aa5-3bb3-4549-8c9d-7667e58b92df", "insight_assumptions": ["'Customer account' referrer interpreted as accounts with role = 'User' (staff/affiliate-role referrers excluded)", "CT client records interpreted as rows in accounts where affiliate_id is set; only reward events matching the exact referrer-client pair are counted"], "insight_follow_ups": ["How many clients have a referrer with role 'User' regardless of whether a reward event exists?", "Which referral pairs have a reward event but a referrer whose role is not 'User'?"], "insight_headline": "Zero CT client records match the referral-plus-reward-event criteria, so no clients qualify.", "insight_notes": ["The joins require a two-way link: the client's referrer is a customer account and a reward event exists pairing that referrer with this specific client \u2014 none do.", "A zero here means either the reward events are not logged against these referral pairs or the referral programme has not triggered rewards for customer-account referrers."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5ab5f3444fac590c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5ab5f3444fac590c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "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.", "pivot": null, "query_id": "b858bc92-433b-46bf-8a39-3d3722879649", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from accounts (aliased as a, the client), accounts again (aliased as ref, the referrer), and reward_events.", "Keeps only client rows where affiliate_id is not null, i.e. excludes clients with no referrer recorded.", "Joins ref to a by matching ref.id to a.affiliate_id, and requires ref.role = 'User'.", "Joins reward_events where the event's user_id is the referrer's id and its referred_user_id is that same client's id.", "Counts the number of distinct client ids that survive all these conditions, reported as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct client account records that have a referrer account, where the referrer is a 'User' and has a reward event tied to that same client.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ed0fe5e3ba284b7aa43e469e", "trace_snapshot": {"child_trace_ids": ["7696f600d17e379b7c9d4a86a331530d"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ed0fe5e3ba284b7aa43e469e", "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": "9d648b9b-b2c9-4774-b8b1-1796d27077b4", "optional_status": "done", "timing": {"base_persistence_ms": 0.9407922625541687, "first_useful_ms": 4185.803827829659, "optional_ms": 4694.514345377684, "queue_ms": 0.0, "required_to_ready_ms": 4185.803827829659, "submission_ack_ms": 1.5435023233294487, "total_ms": 8881.064428947866}}, "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": 2.92, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 53.92, "validate_ms": 0.0}, "trace_id": "7696f600ed0fe5e3ba284b7aa43e469e", "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": 32}], "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": 10395.30018903315, "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": 10390.355607494712, "feature_first_useful_ms": 4707.549228332937, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4712.036944925785, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.437384195625782, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0050665587186813, "first_useful_ms": 4533.719316124916, "optional_ms": 5720.862867310643, "queue_ms": 0.0, "required_to_ready_ms": 4533.719316124916, "submission_ack_ms": 1.8176445737481117, "total_ms": 10255.036667920649}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 distinct CT client records are counted as referred by a professional affiliate under this query's definition.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "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": "2e29a82e-d308-494b-9295-0c7d50a6a746", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:2c277b3c001cbcdc", "key_column": "id", "key_count": 32, "keys": ["1090", "9871", "11005", "11007", "11010", "11011", "11013", "11014", "11017", "11019", "11022", "11023", "11025", "11026", "11029", "11031", "11034", "11035", "11037", "11038", "11041", "11043", "11046", "11047", "11049", "11050", "11053", "11055", "11058", "11059", "11061", "11062"], "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, "unit": null, "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": "2e29a82e-d308-494b-9295-0c7d50a6a746", "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": [{"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": "b5360fcf-9755-4736-9675-504a7b110a4c", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 5.84}, "created_at": "2026-09-06T12:00:00Z", "data": [[32]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 47.54329100251198, "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 WHERE a.affiliate_id IS NOT NULL AND ref.role IN ('Affiliate','AffiliateManager','Partner')", "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\nWHERE\n NOT a.affiliate_id IS NULL\n AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')", "id": "713db729-438f-4e4b-9c8a-71ed309420e3", "insight_assumptions": ["Professional affiliate = referrer account with role in ('Affiliate','AffiliateManager','Partner')", "Zero commission rate is implied by this role-based definition rather than filtered directly on a commission field", "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": ["List those 32 clients with their referrer and each referrer's commission rate to confirm which truly have a zero rate", "How does the 32 split across referrer role (Affiliate vs AffiliateManager vs Partner)?"], "insight_headline": "32 distinct CT client records are counted as referred by a professional affiliate under this query's definition.", "insight_notes": ["The SQL filters on the referrer's role (Affiliate, AffiliateManager or Partner) but does not filter on commission rate being zero, so the 32 may include referrers with non-zero rates if any exist."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "88f31a40f391dc8f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "88f31a40f391dc8f", "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.", "pivot": null, "query_id": "2e29a82e-d308-494b-9295-0c7d50a6a746", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the accounts table twice: once as 'a' (the client records) and once as 'ref' (the referrer, matched by a.affiliate_id = ref.id).", "Only keeps rows where a.affiliate_id is filled in \u2014 records with no referrer are excluded.", "Requires the matched referrer's role to be one of: Affiliate, AffiliateManager, or Partner.", "Counts the number of distinct client ids that survive, returned as client_count (zero if none qualify)."], "model": "glm-5.2", "provider": "zai", "summary": "Counts how many distinct client records have a referrer whose role is Affiliate, AffiliateManager, or Partner, ignoring rows with no referrer.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600e238537770f74f1bb868cf9f", "trace_snapshot": {"child_trace_ids": ["7696f600af7e9c076a3d4f7dad4c4ed4"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600e238537770f74f1bb868cf9f", "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": "01721959-bfb5-482e-8ae0-fd5650010234", "optional_status": "done", "timing": {"base_persistence_ms": 1.0050665587186813, "first_useful_ms": 4533.719316124916, "optional_ms": 5720.862867310643, "queue_ms": 0.0, "required_to_ready_ms": 4533.719316124916, "submission_ack_ms": 1.8176445737481117, "total_ms": 10255.036667920649}}, "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": 2.94, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 47.54, "validate_ms": 0.0}, "trace_id": "7696f600e238537770f74f1bb868cf9f", "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": 4650.970414280891, "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": 4647.17726316303, "feature_first_useful_ms": 4633.576217107475, "first_useful_ms": 4637.123480439186, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.5123927518725395, "intent_family": "independent11:different_sales_ownership", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0120049118995667, "optional_ms": 65.56378211826086, "queue_ms": 0.0, "required_to_ready_ms": 4422.512163408101, "submission_ack_ms": 3.460240550339222, "total_ms": 4488.528369925916}, "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": "a85272a0-98ba-461c-b89c-7b3418670277", "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": [{"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 `). 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": "a85272a0-98ba-461c-b89c-7b3418670277", "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": [{"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": "ff316bcb-e6fb-4aeb-8e19-c5dbb457c668", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a2b41916-7975-4038-99c3-e5d6f698f146", "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 (and its salesperson/relationship-manager fields) is not present in the provided schema, and no table columns are available to build the query from.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"ct.client_360 is not i", "prompt_sha256": "2b4e6444304f11cb", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e6ad22bdeb6976f0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e6ad22bdeb6976f0", "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": "a85272a0-98ba-461c-b89c-7b3418670277", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-a85272a0-98ba-461c-b89c-7b3418670277", "trace_snapshot": {"job": {"job_id": "b6087a41-b932-4a12-bc6f-0b57fa20e81b", "optional_status": "done", "timing": {"base_persistence_ms": 1.0120049118995667, "optional_ms": 65.56378211826086, "queue_ms": 0.0, "required_to_ready_ms": 4422.512163408101, "submission_ack_ms": 3.460240550339222, "total_ms": 4488.528369925916}}}, "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_EXECUTION_001"}, "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": 11342.581951059401, "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": 11337.824362330139, "feature_first_useful_ms": 5118.629327043891, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5122.989770025015, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.329062066972256, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8896812796592712, "first_useful_ms": 4883.917797356844, "optional_ms": 6146.813646890223, "queue_ms": 0.0, "required_to_ready_ms": 4883.917797356844, "submission_ack_ms": 2.5563985109329224, "total_ms": 11031.159858219326}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "43 distinct CT accounts with a campaign assignment and a known web referral domain qualify.", "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": "441dc643-2155-4ab8-aec9-1af81efaa9d0", "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": [{"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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:5b0347a9866cbcfd", "key_column": "id", "key_count": 43, "keys": ["11006", "11060", "11058", "11048", "11031", "11055", "11064", "11016", "11009", "11033", "11046", "11036", "11037", "11013", "11061", "11004", "11045", "11015", "11052", "11051", "11003", "11012", "11027", "11040", "11021", "11039", "11007", "11024", "11022", "11028", "11030", "11019", "11057", "11043", "11054", "9871", "11049", "11010", "11034", "11018", "11025", "11042", "11063"], "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, "unit": null, "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": "441dc643-2155-4ab8-aec9-1af81efaa9d0", "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": [{"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": "94233741-8346-4ab9-aa5a-eaeec6272fdb", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 7.52}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 47.79053945094347, "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(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(ua.came_from_domain, '') IS NULL", "id": "5adc9584-35b2-40bf-86dc-202da62ebba6", "insight_assumptions": ["Known referral domain means came_from_domain is populated and non-empty.", "Campaign assignment means the account has a non-null campaign_id."], "insight_follow_ups": ["List those 43 accounts with their campaign and referral domain.", "How does this compare with the count of all campaign-assigned CT accounts, i.e. how many have no known referral domain?"], "insight_headline": "43 distinct CT accounts with a campaign assignment and a known web referral domain qualify.", "insight_notes": ["This is a single aggregate figure with no breakdown by campaign or role, so concentration cannot be assessed from this result."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "15a14de1b2f87b23", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "15a14de1b2f87b23", "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.", "pivot": null, "query_id": "441dc643-2155-4ab8-aec9-1af81efaa9d0", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Counts each distinct account id once, using the accounts table.", "Joins each account to its row in user_analytics by matching user_id to the account id, so only accounts with a matching analytics row are kept.", "Keeps only accounts where campaign_id is filled in (excludes accounts with no campaign assigned).", "Keeps only rows where came_from_domain is non-empty: NULLIF turns an empty string into null, and the IS NOT NULL check excludes null results, so blank or missing domains are dropped."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct accounts that have a campaign assigned and a non-empty referral domain in their analytics record, returning zero if none qualify.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6003978c8c761cc427d8fbd03a2", "trace_snapshot": {"child_trace_ids": ["7696f60024464b8195d746b8a0cb96eb"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6003978c8c761cc427d8fbd03a2", "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": "cc540607-83bc-490e-a0a4-a76d29022227", "optional_status": "done", "timing": {"base_persistence_ms": 0.8896812796592712, "first_useful_ms": 4883.917797356844, "optional_ms": 6146.813646890223, "queue_ms": 0.0, "required_to_ready_ms": 4883.917797356844, "submission_ack_ms": 2.5563985109329224, "total_ms": 11031.159858219326}}, "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": 47.79, "validate_ms": 0.0}, "trace_id": "7696f6003978c8c761cc427d8fbd03a2", "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": 1}, {"client_count": 1}, {"client_count": 1}], "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": 21973.737281747162, "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": 21968.690183945, "feature_first_useful_ms": 14581.982200965285, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 14586.671454831958, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.657232202589512, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.8158027455210686, "first_useful_ms": 14308.69728140533, "optional_ms": 7578.2342767342925, "queue_ms": 0.0, "required_to_ready_ms": 14308.69728140533, "submission_ack_ms": 2.3975735530257225, "total_ms": 21887.68182322383}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "3 distinct professional CT partner accounts have both paid and unpaid monthly affiliate statements.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "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": "560e9662-bfaf-4250-8e04-75674676e856", "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": [{"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": "How many distinct professional CT partner accounts...", "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": 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 `). 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": {}, "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, "unit": null, "value_class": "count"}], "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": "560e9662-bfaf-4250-8e04-75674676e856", "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": [{"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": "5a0e9a23-a42f-4a6c-9d9e-eb67d83f6421", "cost_estimate": {"cost_level": "low", "dollars_estimate": 6.5e-06, "estimated_rows": 2, "ms_estimate": 0.325, "rows": 2, "total_cost": 18.41}, "created_at": "2026-09-06T12:00:00Z", "data": [[1], [1], [1]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 7394.966850057244, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT s.affiliate_id) AS client_count FROM public.affiliate_commission_statements s JOIN public.accounts a ON a.id = s.affiliate_id WHERE a.role IN ('Affiliate','AffiliateManager','Partner') GROUP BY s.affiliate_id HAVING BOOL_OR(s.paid_at IS NOT NULL) AND BOOL_OR(s.paid_at IS NULL)", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT s.affiliate_id) AS client_count\nFROM public.affiliate_commission_statements AS s\nJOIN public.accounts AS a\n ON a.id = s.affiliate_id\nWHERE\n a.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nGROUP BY\n s.affiliate_id\nHAVING\n BOOL_OR(NOT s.paid_at IS NULL) AND BOOL_OR(s.paid_at IS NULL)", "id": "7f67bc58-ee77-4bd3-827f-903aa8f262de", "insight_assumptions": ["'Professional CT partner accounts' was interpreted as accounts with role in ('Affiliate', 'AffiliateManager', 'Partner')", "'Unpaid' means paid_at is null on the statement, with no regard to statement due date or age"], "insight_follow_ups": ["List the 3 affiliate accounts with both paid and unpaid statements, with their statement counts and unpaid amounts", "How far back do the unpaid statements for these accounts date, and what is the total outstanding?", "Are there other partner accounts with only unpaid statements that were excluded by the both-conditions requirement?"], "insight_headline": "3 distinct professional CT partner accounts have both paid and unpaid monthly affiliate statements.", "insight_notes": ["Each row returns client_count = 1 because the query groups by affiliate_id before counting; the true total is the row count, i.e. 3 affiliates.", "All 3 rows are shown (rows returned matches the sample), so this is the complete set, not a capped or partial result."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d86e65e4b828ece3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "16f35d9997bdb201", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "16f35d9997bdb201", "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.", "pivot": null, "query_id": "560e9662-bfaf-4250-8e04-75674676e856", "row_count": 3, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads rows from affiliate_commission_statements and joins each to accounts on accounts.id = statements.affiliate_id, keeping only matching pairs.", "Keeps only statements whose linked account has role 'Affiliate', 'AffiliateManager', or 'Partner' \u2014 accounts with any other role are excluded.", "Groups the statements by affiliate_id.", "Within each affiliate, checks that at least one statement has a non-empty paid_at (paid) and at least one has an empty paid_at (unpaid); only affiliates meeting both conditions survive.", "Counts the distinct affiliate_ids that survived; because the count is wrapped around the whole result, it returns 0 when no affiliate qualifies."], "model": "glm-5.2", "provider": "zai", "summary": "Count how many distinct affiliate accounts have at least one paid and one unpaid commission statement, then return that count (which will be 0 if none qualify).", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600d6e6ceab04e5457da650d33a", "trace_snapshot": {"child_trace_ids": ["7696f60074a00ca96a72487f85a7d960", "7696f600b607688128f04ce18f4a61b3"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600d6e6ceab04e5457da650d33a", "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": "4cf49f24-d981-498d-b5f2-a316a5b0ffe9", "optional_status": "done", "timing": {"base_persistence_ms": 3.8158027455210686, "first_useful_ms": 14308.69728140533, "optional_ms": 7578.2342767342925, "queue_ms": 0.0, "required_to_ready_ms": 14308.69728140533, "submission_ack_ms": 2.3975735530257225, "total_ms": 21887.68182322383}}, "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": 6.68, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 7394.97, "validate_ms": 0.0}, "trace_id": "7696f600d6e6ceab04e5457da650d33a", "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": {"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: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": 10271.94375731051, "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": 10267.458249814808, "feature_first_useful_ms": 10256.007430143654, "first_useful_ms": 10260.20054705441, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.149795509874821, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2098830193281174, "optional_ms": 65.53984992206097, "queue_ms": 0.0, "required_to_ready_ms": 10095.75042128563, "submission_ack_ms": 1.9431281834840775, "total_ms": 10162.014496512711}, "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": "bb4b8f09-fed7-4b34-89d9-07683fea94c7", "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": [{"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 `'' = 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 ' is EITHER side: OR this with ct.clients.buy_currencies; ' 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": "bb4b8f09-fed7-4b34-89d9-07683fea94c7", "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": [{"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": "53a089c2-c748-461a-9595-3c4ad0c71c4c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "802fb784-fe14-4b11-90e0-887ebaa00f7e", "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\": \"Cannot generate: the provided schema lists no columns, and the request requires ct.client_360 and fields (trade sell currency, declared sell currencies) that are not available in the schema context.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No column met", "prompt_sha256": "d3191de10e122244", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8d69c9c4d66633cb", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8d69c9c4d66633cb", "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": "bb4b8f09-fed7-4b34-89d9-07683fea94c7", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-bb4b8f09-fed7-4b34-89d9-07683fea94c7", "trace_snapshot": {"job": {"job_id": "4fb8681b-4359-4dd1-b616-9ef71239e8e7", "optional_status": "done", "timing": {"base_persistence_ms": 1.2098830193281174, "optional_ms": 65.53984992206097, "queue_ms": 0.0, "required_to_ready_ms": 10095.75042128563, "submission_ack_ms": 1.9431281834840775, "total_ms": 10162.014496512711}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 15}], "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": 16906.39204531908, "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": 16902.322063222528, "feature_first_useful_ms": 9023.739387281239, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 9027.387734502554, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.604465164244175, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2172823771834373, "first_useful_ms": 8874.947398900986, "optional_ms": 7784.576292149723, "queue_ms": 0.0, "required_to_ready_ms": 8874.947398900986, "submission_ack_ms": 2.124073915183544, "total_ms": 16660.4540431872}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "15 ordinary CT user accounts have completed registration but are missing or blank in at least one of first name, last name, or telephone.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "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": "2f666b14-4904-4525-b9c3-c9367a327db6", "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": [{"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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:83f357d49bfad619", "key_column": "id", "key_count": 15, "keys": ["11033", "11011", "11021", "11013", "11049", "11039", "11014", "11052", "11007", "11044", "11026", "11056", "11042", "11022", "11028"], "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, "unit": null, "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": "2f666b14-4904-4525-b9c3-c9367a327db6", "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": [{"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": "c633d921-855b-4ac5-9313-e34164a98374", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.4999999999999998e-06, "estimated_rows": 1, "ms_estimate": 0.125, "rows": 1, "total_cost": 6.47}, "created_at": "2026-09-06T12:00:00Z", "data": [[15]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 56.2910670414567, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count, 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 a.skip_commission_calculations IS TRUE AND NOT c.completed_registration_at IS NULL AND (a.first_name IS NULL OR a.first_name = '' OR a.last_name IS NULL OR a.last_name = '' OR a.telephone IS NULL OR a.telephone = '')", "generated_sql_pretty": "SELECT\n COUNT(*) 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 a.role = 'User'\n AND NOT a.skip_commission_calculations IS TRUE\n AND NOT c.completed_registration_at IS NULL\n AND (\n a.first_name IS NULL\n OR a.first_name = ''\n OR a.last_name IS NULL\n OR a.last_name = ''\n OR a.telephone IS NULL\n OR a.telephone = ''\n )", "id": "87312402-a11a-4bbc-aed6-7f04a530cebb", "insight_assumptions": ["'Ordinary' = role 'User' and excluding accounts where skip_commission_calculations is true", "'Complete registration' = completed_registration_at is not null", "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": ["List the 15 accounts with their user ids and which specific fields are missing.", "Which of these 15 accounts have been active or funded recently?"], "insight_headline": "15 ordinary CT user accounts have completed registration but are missing or blank in at least one of first name, last name, or telephone.", "insight_notes": ["The SQL counts accounts, not necessarily distinct clients; if a user id repeats, account and client counts could differ.", "This is an OR condition, so the 15 includes accounts missing any one of the three fields, not all of them."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "57bae059aced135e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "57bae059aced135e", "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.", "pivot": null, "query_id": "2f666b14-4904-4525-b9c3-c9367a327db6", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join public.accounts to public.clients by matching clients.user_id to accounts.id.", "Keep only rows where the account's role is 'User'.", "Exclude rows where skip_computations... specifically: require that skip_commission_calculations is not set to true.", "Require that completed_registration_at is not null, i.e. registration timestamp is filled in.", "Keep rows where at least one of first_name, last_name, or telephone is null or an empty string.", "Count the qualifying rows and return that count as client_count; the phone column is always null."], "model": "glm-5.2", "provider": "zai", "summary": "Count rows that join accounts to clients, keep only regular users with commission calculations not skipped and registration completed, and have at least one null or blank name or telephone field.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600389ba162d0524a77bdb21a89", "trace_snapshot": {"child_trace_ids": ["7696f6005d19ec09bdff4c6c9f7cbfc0"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600389ba162d0524a77bdb21a89", "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": "f0b7fe9a-7ac8-4fa4-94cf-aa9b0837787f", "optional_status": "done", "timing": {"base_persistence_ms": 1.2172823771834373, "first_useful_ms": 8874.947398900986, "optional_ms": 7784.576292149723, "queue_ms": 0.0, "required_to_ready_ms": 8874.947398900986, "submission_ack_ms": 2.124073915183544, "total_ms": 16660.4540431872}}, "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": 5.05, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 56.29, "validate_ms": 0.0}, "trace_id": "7696f600389ba162d0524a77bdb21a89", "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": 6212.794018909335, "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": 6209.25678499043, "feature_first_useful_ms": 6199.59662668407, "first_useful_ms": 6202.858400531113, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.231082111597061, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 6.800767034292221, "optional_ms": 57.757098227739334, "queue_ms": 0.0, "required_to_ready_ms": 5892.843107692897, "submission_ack_ms": 1.9827485084533691, "total_ms": 5953.190006315708}, "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": "b7fe7768-a96b-4fde-b62b-4905c99edc42", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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). 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": "b7fe7768-a96b-4fde-b62b-4905c99edc42", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "e627616c-cdee-4e55-b335-2e9ae6444eca", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Retry after CT data is available.", "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 c.user_id, COUNT(DISTINCT pe.id)::numeric 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 WHERE pe.owner_id IS NOT NULL AND o.owner_id IS NOT NULL AND pe.owner_id <> o.owner_id GROUP BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "b5b45da3-8c13-40c9-b303-007f48cec98c", "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": "7b8194fae788fd52", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3f8a9061a8aaa567", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3f8a9061a8aaa567", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people whose owner differs from the owner of their organization are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "b7fe7768-a96b-4fde-b62b-4905c99edc42", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: the CT leg returned no join key 'user_id'; a whole-book result cannot answer the selected cohort", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Retry after CT data is available."}, "time_window": null, "trace_id": "federated-b7fe7768-a96b-4fde-b62b-4905c99edc42", "trace_snapshot": {"job": {"job_id": "6e0d2094-87f5-4a53-b6c6-1b81aa80e4e2", "optional_status": "done", "timing": {"base_persistence_ms": 6.800767034292221, "optional_ms": 57.757098227739334, "queue_ms": 0.0, "required_to_ready_ms": 5892.843107692897, "submission_ack_ms": 1.9827485084533691, "total_ms": 5953.190006315708}}}, "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": null, "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": 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": 8007.4969520792365, "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": 8002.692704088986, "feature_first_useful_ms": 4363.850909285247, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4368.2558331638575, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.3736230581998825, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.131023772060871, "first_useful_ms": 4062.7041859552264, "optional_ms": 3628.28101683408, "queue_ms": 0.0, "required_to_ready_ms": 4062.7041859552264, "submission_ack_ms": 1.4324896037578583, "total_ms": 7691.416898742318}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "2 distinct private clients have a rejected registration status but an existing broker verification timestamp.", "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": "a7204176-2b12-4d74-860d-ebfe699d3519", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:f4f80344048c93b0", "key_column": "user_id", "key_count": 2, "keys": ["11027", "11063"], "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, "unit": null, "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": "a7204176-2b12-4d74-860d-ebfe699d3519", "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": [{"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": "84079ace-5b86-4678-bb8a-362fcbdd9b26", "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_message": null, "error_type": null, "execution_time_ms": 39.48025964200497, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT c.user_id) AS client_count FROM public.clients c JOIN public.accounts a ON a.id = c.user_id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = c.user_id AND ba.verified_at IS NOT NULL)", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT c.user_id) AS client_count\nFROM public.clients AS c\nJOIN public.accounts AS a\n ON a.id = c.user_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 = c.user_id AND NOT ba.verified_at IS NULL\n )", "id": "adb19bc5-96dd-4616-bc11-4cfd759cabe5", "insight_assumptions": ["'Private CT clients' interpreted as clients with type = 'PersonalAccount'", "'Broker verification timestamp exists' means at least one broker account row with verified_at populated"], "insight_follow_ups": ["Which clients are these \u2014 list their user IDs and registration dates?", "How do these clients' account statuses compare with their broker verification dates?"], "insight_headline": "2 distinct private clients have a rejected registration status but an existing broker verification timestamp.", "insight_notes": ["Rejected sign-ups with a completed broker verification are unusual \u2014 these two may indicate status updates that lag or override verification, or a workflow gap worth reviewing."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "087ce3b6580e8398", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "087ce3b6580e8398", "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.", "pivot": null, "query_id": "a7204176-2b12-4d74-860d-ebfe699d3519", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Joins clients to accounts, matching accounts.id to clients.user_id, so only clients with a matching account row are kept.", "Keeps only rows where clients.type = 'PersonalAccount' and clients.status = 'rejected'.", "Uses an existence check on broker_accounts: at least one row for that user must have verified_at IS NOT NULL (a timestamp present).", "Counts distinct clients.user_id values and returns the result as client_count (zero if none qualify)."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct users who have a PersonalAccount client record with status 'rejected' and a matching account row, and also have at least one broker_accounts row with a verified_at timestamp.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600bad2a8a0b59f437ca39438c7", "trace_snapshot": {"child_trace_ids": ["7696f600bcd3a5dda1d54573b0535f3f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600bad2a8a0b59f437ca39438c7", "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": "e420df97-78c3-454f-9089-35b0a8716c58", "optional_status": "done", "timing": {"base_persistence_ms": 4.131023772060871, "first_useful_ms": 4062.7041859552264, "optional_ms": 3628.28101683408, "queue_ms": 0.0, "required_to_ready_ms": 4062.7041859552264, "submission_ack_ms": 1.4324896037578583, "total_ms": 7691.416898742318}}, "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": 2.74, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 39.48, "validate_ms": 0.0}, "trace_id": "7696f600bad2a8a0b59f437ca39438c7", "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: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": 7923.4737595543265, "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": 7919.914164580405, "feature_first_useful_ms": 7909.431338310242, "first_useful_ms": 7912.7018135041, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2423436641693115, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.7475567981600761, "optional_ms": 61.98636442422867, "queue_ms": 0.0, "required_to_ready_ms": 7667.917098850012, "submission_ack_ms": 2.6165107265114784, "total_ms": 7730.526707135141}, "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": "474f91b6-191f-4e5b-ab48-d6c240384300", "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": [{"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.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": [], "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": "474f91b6-191f-4e5b-ab48-d6c240384300", "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": [{"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": "bb05bbd4-a50b-477a-862e-cd4723924335", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "6aa0a9b8-a289-42f8-809d-9aadc10fce24", "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 cohort (Pipedrive people with a lead qualification date and no Negotiation-stage deal) is defined entirely by Pipedrive/CRM fields that do not exist on this connection, so no CT-side query can produce it.\",\n \"confidence\": \"uncertain\",\n \"warnin", "prompt_sha256": "a6e1c65449a6db14", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the schema lists no columns for any table, and neither 'lead qualification date' nor 'Negotiation' stage fields can be reliably mapped.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"The provided schema contains tables with empty column lists", "prompt_sha256": "3b40d6b888a6f56d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3b40d6b888a6f56d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "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": "error", "pivot": null, "query_id": "474f91b6-191f-4e5b-ab48-d6c240384300", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-474f91b6-191f-4e5b-ab48-d6c240384300", "trace_snapshot": {"job": {"job_id": "eb91dced-3391-4fff-8596-f4b5d23e0282", "optional_status": "done", "timing": {"base_persistence_ms": 0.7475567981600761, "optional_ms": 61.98636442422867, "queue_ms": 0.0, "required_to_ready_ms": 7667.917098850012, "submission_ack_ms": 2.6165107265114784, "total_ms": 7730.526707135141}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 0, "user_id": 11003}, {"client_count": 0, "user_id": 11004}, {"client_count": 0, "user_id": 11005}, {"client_count": 0, "user_id": 11006}, {"client_count": 0, "user_id": 11007}, {"client_count": 0, "user_id": 11008}, {"client_count": 0, "user_id": 11010}, {"client_count": 0, "user_id": 11011}, {"client_count": 0, "user_id": 11012}, {"client_count": 0, "user_id": 11013}, {"client_count": 0, "user_id": 11014}, {"client_count": 0, "user_id": 11015}, {"client_count": 0, "user_id": 11016}, {"client_count": 0, "user_id": 11020}, {"client_count": 0, "user_id": 11021}, {"client_count": 0, "user_id": 11022}, {"client_count": 0, "user_id": 11024}, {"client_count": 0, "user_id": 11025}, {"client_count": 0, "user_id": 11026}, {"client_count": 0, "user_id": 11028}, {"client_count": 0, "user_id": 11030}, {"client_count": 0, "user_id": 11031}, {"client_count": 0, "user_id": 11032}, {"client_count": 0, "user_id": 11033}, {"client_count": 0, "user_id": 11035}, {"client_count": 0, "user_id": 11037}, {"client_count": 0, "user_id": 11039}, {"client_count": 0, "user_id": 11040}, {"client_count": 0, "user_id": 11041}, {"client_count": 0, "user_id": 11042}, {"client_count": 0, "user_id": 11043}, {"client_count": 0, "user_id": 11044}, {"client_count": 0, "user_id": 11047}, {"client_count": 0, "user_id": 11048}, {"client_count": 0, "user_id": 11049}, {"client_count": 0, "user_id": 11050}, {"client_count": 0, "user_id": 11052}, {"client_count": 0, "user_id": 11053}, {"client_count": 0, "user_id": 11055}, {"client_count": 0, "user_id": 11056}, {"client_count": 0, "user_id": 11059}, {"client_count": 0, "user_id": 11060}, {"client_count": 0, "user_id": 11061}, {"client_count": 0, "user_id": 11062}, {"client_count": 0, "user_id": 11064}], "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": 22712.210317142308, "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": 22707.22543168813, "feature_first_useful_ms": 15026.342143304646, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 15029.833526350558, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.4571196883916855, "intent_family": "independent11:deal_person_organization_conflict", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9333919733762741, "first_useful_ms": 14825.28583984822, "optional_ms": 7693.185825832188, "queue_ms": 0.0, "required_to_ready_ms": 14825.28583984822, "submission_ack_ms": 2.1683061495423317, "total_ms": 22519.00210417807}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "All sampled user rows show 0 Pipedrive people with a cross-organisation deal mismatch, but the sample covers only the first 12 of 45 rows.", "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": "d6cd5edd-96ff-4432-9bb0-71dd2c67bf5a", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "How many distinct Pipedrive people with a deal ass...", "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": 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": {"__cohort_keys__": {"derivation": "", "derived_columns": ["user_id", "client_count"], "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"], "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, "unit": null, "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": "pd_pipeline", "name": "client_count", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "count"}], "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": "d6cd5edd-96ff-4432-9bb0-71dd2c67bf5a", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "89dd5571-313a-4a29-9bd4-0be0ce60f95f", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, 0], [11004, 0], [11005, 0], [11006, 0], [11007, 0], [11008, 0], [11010, 0], [11011, 0], [11012, 0], [11013, 0], [11014, 0], [11015, 0], [11016, 0], [11020, 0], [11021, 0], [11022, 0], [11024, 0], [11025, 0], [11026, 0], [11028, 0], [11030, 0], [11031, 0], [11032, 0], [11033, 0], [11035, 0], [11037, 0], [11039, 0], [11040, 0], [11041, 0], [11042, 0], [11043, 0], [11044, 0], [11047, 0], [11048, 0], [11049, 0], [11050, 0], [11052, 0], [11053, 0], [11055, 0], [11056, 0], [11059, 0], [11060, 0], [11061, 0], [11062, 0], [11064, 0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 5839.790029451251, "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": 45, "output_rows": 45, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "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 d.org_id IS DISTINCT FROM pe.org_id) AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id LEFT JOIN pipedrive.deals d ON d.person_id = pe.id GROUP BY 1", "trace_id": "7696f600c189230837034dc8b3a2a5fa", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "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 FROM public.accounts AS a LIMIT 10000", "trace_id": "7696f600a4de92597d1549a7869da3da", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "b3b6ba7d-f527-4484-8aff-17cb0e9e312a", "insight_assumptions": ["Mismatch judged solely on org_id differing between the deal and the person record, including nulls on either side (IS DISTINCT FROM).", "Only Pipedrive persons linked to a client_360 record via ct_id are counted; unmatched persons are excluded."], "insight_follow_ups": ["Which user_id rows have a client_count above zero, and what is each count?"], "insight_headline": "All sampled user rows show 0 Pipedrive people with a cross-organisation deal mismatch, but the sample covers only the first 12 of 45 rows.", "insight_notes": ["Each row counts distinct persons whose deal's org_id differs from their person org_id, or 0 where there is no match; the first 12 rows all show 0.", "With 45 rows returned and only 12 sampled, the result cannot be summed or characterised beyond the rows shown."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c069e0377e850931", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5a2b898801e2e4dc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "2f745c208f3ed569", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2f745c208f3ed569", "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.", "pivot": null, "query_id": "d6cd5edd-96ff-4432-9bb0-71dd2c67bf5a", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["[Gold / Pipedrive] Start from ct.client_360, which gives one row per user_id.", "[Gold / Pipedrive] Attach matching info from pipedrive.persons_enriched via ct_id = user_id, keeping user rows even when no person matches.", "[Gold / Pipedrive] Attach matching info from pipedrive.deals via person_id = person id, keeping person rows even when no deal matches.", "[Gold / Pipedrive] For each user, count distinct person ids, but only where the deal's org_id is different from the person's org_id (rows with no deal, or with equal or null-mismatched orgs, are excluded by that conditi\u2026", "[CT Ledger] Take ids from public.accounts, renamed as user_id, capped at the first 10,000 rows.", "[Merged] The two sources are joined per user_id so each account id keeps its client_count, or lacks one when the Pipedrive half had no row for that user."], "model": "glm-5.2", "provider": "zai", "summary": "The Gold/Pipedrive half counts, per user, how many distinct Pipedrive people have a deal whose organization differs from the person's own organization; the CT Ledger half supplies a list of account ids, and the two are merged per user so users with no qualifying people still show up with a count of zero or null as the\u2026", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600b43f3019a816421092b3572b", "trace_snapshot": {"child_trace_ids": ["7696f600a4de92597d1549a7869da3da", "7696f6006943e479040c46fca54f6ca2", "7696f600c189230837034dc8b3a2a5fa"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600b43f3019a816421092b3572b", "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": "7c32330c-7446-41dc-be32-17678d3eff4f", "optional_status": "done", "timing": {"base_persistence_ms": 0.9333919733762741, "first_useful_ms": 14825.28583984822, "optional_ms": 7693.185825832188, "queue_ms": 0.0, "required_to_ready_ms": 14825.28583984822, "submission_ack_ms": 2.1683061495423317, "total_ms": 22519.00210417807}}, "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": 1.96, "parse_ms": 0.0, "required_checks_ms": 3.46, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 5839.79, "validate_ms": 0.0}, "trace_id": "7696f600b43f3019a816421092b3572b", "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": ["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: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": 18978.785040788352, "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": 22}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 18975.62143020332, "feature_first_useful_ms": 18964.810932055116, "first_useful_ms": 18967.681211419404, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.835058607161045, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.034834749996662, "optional_ms": 62.296636402606964, "queue_ms": 0.0, "required_to_ready_ms": 18856.379471719265, "submission_ack_ms": 2.2569689899683, "total_ms": 18919.099683873355}, "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": "0a956f60-6630-4160-b021-b0c8bf3be42c", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "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. 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": 119, "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": "0a956f60-6630-4160-b021-b0c8bf3be42c", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "3978616b-5ae7-43ff-b702-c0b68d207bcf", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT 0 AS client_count LIMIT 10000"}, {"source": "gold", "sql": "SELECT c.user_id, COUNT(DISTINCT n.person_id) AS client_count FROM ct.client_360 c JOIN pipedrive.notes n ON n.person_id = c.person_id AND n.active = true AND (n.deal_id IS NULL) GROUP BY c.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "278f89d4-d5ad-4e37-a689-00b4fdf9eec7", "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": "74071cbd2f75c97c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1ecca3dd6606c0ec", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "9aed46dc3e4531cd", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9aed46dc3e4531cd", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with an active note pinned to the person but not pinned to a deal are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "0a956f60-6630-4160-b021-b0c8bf3be42c", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-0a956f60-6630-4160-b021-b0c8bf3be42c", "trace_snapshot": {"job": {"job_id": "289dfde9-30cc-4f77-9216-279805c1f287", "optional_status": "done", "timing": {"base_persistence_ms": 3.034834749996662, "optional_ms": 62.296636402606964, "queue_ms": 0.0, "required_to_ready_ms": 18856.379471719265, "submission_ack_ms": 2.2569689899683, "total_ms": 18919.099683873355}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"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": 20828.46083212644, "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": 20825.102075003088, "feature_first_useful_ms": 17654.35773972422, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 17657.336654141545, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9441528022289276, "intent_family": "independent11:activity_deadline_before_creation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0002143681049347, "first_useful_ms": 17459.970905445516, "optional_ms": 3272.6192949339747, "queue_ms": 0.0, "required_to_ready_ms": 17459.970905445516, "submission_ack_ms": 1.9670892506837845, "total_ms": 20733.320637606084}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "54 distinct Pipedrive people have at least one activity whose due date precedes its creation date.", "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": "20974135-ec22-4982-87eb-28cc72e351da", "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": [{"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 activit...", "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.activities.id", "columns": ["pipedrive.activities.id"], "end": 51, "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": 43, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.due_date", "columns": ["pipedrive.activities.due_date"], "end": 66, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due date", "multi": false, "options": [], "phrase": "due date", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 58, "system": "PD", "text": "due date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 118, "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": 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, "unit": null, "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": "20974135-ec22-4982-87eb-28cc72e351da", "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": [{"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": "0fe22c7e-d62e-4dc3-8122-596f97e6e264", "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_message": null, "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 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::date < a.add_time::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\n AND NOT a.due_date IS NULL\n AND NOT a.add_time IS NULL\n AND CAST(a.due_date AS DATE) < CAST(a.add_time AS DATE)", "id": "24b6324f-c2d8-4050-a61d-83538135df92", "insight_assumptions": ["Counts people linked to any activity; activities with no person attached are excluded."], "insight_follow_ups": ["List those 54 people with the number of affected activities each.", "Which users or pipelines created these backdated activities?", "How many total activities have a due date before their creation date?"], "insight_headline": "54 distinct Pipedrive people have at least one activity whose due date precedes its creation date.", "insight_notes": ["The count is of people, not activities, so the underlying number of affected activities could be higher.", "The comparison is date-level (due_date::date vs add_time::date), so same-day backdated times are not counted."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5ffafaf1cd5eeb57", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7fcd613cef0ad655", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "7fcd613cef0ad655", "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.", "pivot": null, "query_id": "20974135-ec22-4982-87eb-28cc72e351da", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the pipedrive.activities table.", "Keeps only rows where person_id, due_date, and add_time are all filled in (rows missing any of these are excluded).", "Keeps only rows where the due date (as a calendar date) is earlier than the creation date (as a calendar date).", "Counts the distinct person_id values among those rows and names the result client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct people in the activities table who have an activity due before the date it was created, returning zero if none.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60057e56286ecbe41fe92d49981", "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": "7696f60057e56286ecbe41fe92d49981", "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": "c39ee2af-5e6e-4cca-b617-48ccd21d5f8d", "optional_status": "done", "timing": {"base_persistence_ms": 1.0002143681049347, "first_useful_ms": 17459.970905445516, "optional_ms": 3272.6192949339747, "queue_ms": 0.0, "required_to_ready_ms": 17459.970905445516, "submission_ack_ms": 1.9670892506837845, "total_ms": 20733.320637606084}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.22, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 19.8, "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": 1.63, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60057e56286ecbe41fe92d49981", "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:overdue_expected_close:first-count:base:repeat1", "case_id": "independent11:overdue_expected_close:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19299.979142844677, "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": 19295.532166957855, "feature_first_useful_ms": 19283.39866362512, "first_useful_ms": 19287.492866627872, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.058472812175751, "intent_family": "independent11:overdue_expected_close", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9499482586979866, "optional_ms": 58.33231844007969, "queue_ms": 0.0, "required_to_ready_ms": 19108.167860656977, "submission_ack_ms": 1.6417354345321655, "total_ms": 19166.89442191273}, "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": "d2b924c2-2ce9-42b3-8216-0b2a605cf8a2", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "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": "d2b924c2-2ce9-42b3-8216-0b2a605cf8a2", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "b13ef3a1-f823-4149-95b2-2926526bec75", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Retry after CT data is available.", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT CAST(0 AS BIGINT) AS client_count LIMIT 10000"}, {"source": "gold", "sql": "SELECT c.user_id FROM ct.client_360 AS c JOIN pipedrive.deals AS d ON d.person_id = c.person_id WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL GROUP BY c.user_id LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "c352f595-19c8-4eb9-8122-0941c4829608", "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": "d25e29be78573f74", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "64473f82e67662b2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "d5cf68fc3e0bcdfc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d5cf68fc3e0bcdfc", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "d2b924c2-2ce9-42b3-8216-0b2a605cf8a2", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: the CT leg returned no join key 'user_id'; a whole-book result cannot answer the selected cohort", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Retry after CT data is available."}, "time_window": null, "trace_id": "federated-d2b924c2-2ce9-42b3-8216-0b2a605cf8a2", "trace_snapshot": {"job": {"job_id": "2c5e052b-f30f-4de2-bfa8-a8aa6ef3644b", "optional_status": "done", "timing": {"base_persistence_ms": 1.9499482586979866, "optional_ms": 58.33231844007969, "queue_ms": 0.0, "required_to_ready_ms": 19108.167860656977, "submission_ack_ms": 1.6417354345321655, "total_ms": 19166.89442191273}}}, "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": null, "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: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": 7698.083019815385, "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": 7694.047950208187, "feature_first_useful_ms": 7679.804190993309, "first_useful_ms": 7683.591732755303, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.7451712414622307, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.1048029884696007, "optional_ms": 59.93793345987797, "queue_ms": 0.0, "required_to_ready_ms": 7478.577118366957, "submission_ack_ms": 2.776957117021084, "total_ms": 7538.977078162134}, "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": "d4c0cdfe-0b4a-4f0e-8ed6-8923e06f7f31", "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": [{"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. 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": "d4c0cdfe-0b4a-4f0e-8ed6-8923e06f7f31", "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": [{"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": "4892aa79-2ce7-46de-9741-8d056a3a9fbb", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "ee271c62-76e0-4416-8806-d3e1f77c23ba", "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": "f3701a6250a64308", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The qualifying condition (Pipedrive people whose organization has a known positive employee count but an unknown people count) is defined entirely by Pipedrive-side organization attributes, and this connection has no Pipedrive tables or columns to evaluate it", "prompt_sha256": "110e39691687c4cf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "110e39691687c4cf", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people whose organization has a known positive employee count but an unknown people count are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "d4c0cdfe-0b4a-4f0e-8ed6-8923e06f7f31", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-d4c0cdfe-0b4a-4f0e-8ed6-8923e06f7f31", "trace_snapshot": {"job": {"job_id": "805ff751-ecf4-4d5b-9bf8-f3e9cdb63420", "optional_status": "done", "timing": {"base_persistence_ms": 2.1048029884696007, "optional_ms": 59.93793345987797, "queue_ms": 0.0, "required_to_ready_ms": 7478.577118366957, "submission_ack_ms": 2.776957117021084, "total_ms": 7538.977078162134}}}, "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_EXECUTION_001"}, "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": 20933.190572075546, "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": 20928.19820716977, "feature_first_useful_ms": 20915.28700478375, "first_useful_ms": 20919.981689192355, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.663802683353424, "intent_family": "independent11:organization_introducer_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.282310605049133, "optional_ms": 76.61409769207239, "queue_ms": 0.0, "required_to_ready_ms": 20802.70899180323, "submission_ack_ms": 1.840313896536827, "total_ms": 20880.109385587275}, "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": "1094d58e-e316-4875-844a-106d9c69807b", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "1094d58e-e316-4875-844a-106d9c69807b", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "8cfb1404-7712-4e1c-affa-61c5038fff06", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT CAST(NULL AS BIGINT) AS client_count LIMIT 10000"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT pe.id)::int AS client_count FROM pipedrive.persons_enriched pe JOIN pipedrive.organizations o ON o.id = pe.org_id WHERE o.cf_company_introducer IS NOT NULL AND o.cf_company_introducer <> o.id AND EXISTS (SELECT 1 FROM pipedrive.organizations intro WHERE intro.id = o.cf_company_introducer)"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "d5fdb4d8-e764-43f3-931e-4f9895b8ffd7", "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": "8b4b040978562082", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0af5b16adf25bd75", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "0cf1b6cd448514a3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0cf1b6cd448514a3", "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": "1094d58e-e316-4875-844a-106d9c69807b", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-1094d58e-e316-4875-844a-106d9c69807b", "trace_snapshot": {"job": {"job_id": "defb6994-b752-4596-8840-669ce7bf9780", "optional_status": "done", "timing": {"base_persistence_ms": 4.282310605049133, "optional_ms": 76.61409769207239, "queue_ms": 0.0, "required_to_ready_ms": 20802.70899180323, "submission_ack_ms": 1.840313896536827, "total_ms": 20880.109385587275}}}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 64}], "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": 22675.46525876969, "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": 22671.066135168076, "feature_first_useful_ms": 14943.885991349816, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 14947.549279779196, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.6330372095108032, "intent_family": "independent11:person_communication_preferences", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.131174646317959, "first_useful_ms": 14780.234972946346, "optional_ms": 7684.933526441455, "queue_ms": 0.0, "required_to_ready_ms": 14780.234972946346, "submission_ack_ms": 1.9031558185815811, "total_ms": 22465.93257598579}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "64 distinct Pipedrive people match, but the query actually counts all persons \u2014 no email/phone preference filter was applied.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "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": "8db68fd2-2eac-4d00-8eff-e5db5de481af", "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": [{"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": "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, "unit": null, "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": "8db68fd2-2eac-4d00-8eff-e5db5de481af", "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": [{"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": "f3e53299-ecd7-413f-84c8-5350e6ad2305", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.75e-06, "estimated_rows": 1, "ms_estimate": 0.08750000000000001, "rows": 1, "total_cost": 3.89}, "created_at": "2026-09-06T12:00:00Z", "data": [[64]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT id) AS client_count, NULL AS email, NULL AS phone FROM pipedrive.persons", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT id) AS client_count,\n NULL AS email,\n NULL AS phone\nFROM pipedrive.persons", "id": "6bef32a7-9975-472d-81f4-6dd1ee9a0363", "insight_assumptions": ["Query as written includes all Pipedrive persons regardless of contact preference \u2014 the intended email-not-phone filter is not present in the SQL"], "insight_follow_ups": ["Rerun with a filter on the contact preference array containing email but not phone to get the true count", "List the Pipedrive people whose contact preference includes email but not phone"], "insight_headline": "64 distinct Pipedrive people match, but the query actually counts all persons \u2014 no email/phone preference filter was applied.", "insight_notes": ["The SQL counts every distinct person in pipedrive.persons with no filtering on contact preference, so the figure of 64 is the total person count, not the email-without-phone subset.", "A corrected query would filter the contact preference array for containing email and excluding phone."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "47bdeaceb13940bb", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2a232bfee36a33c6", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2a232bfee36a33c6", "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.", "pivot": null, "query_id": "8db68fd2-2eac-4d00-8eff-e5db5de481af", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["FROM pipedrive.persons: reads every row of the persons table with no filtering \u2014 the email-only / no-phone condition from the question is not applied anywhere.", "COUNT(DISTINCT id): counts each unique person ID once.", "Two empty placeholder columns labeled email and phone are returned as blank values alongside the count."], "model": "glm-5.2", "provider": "zai", "summary": "The query counts the total number of distinct person IDs in the Pipedrive persons table, ignoring the email/phone preference filters entirely.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60051736b6029994a7380c32729", "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": "7696f60051736b6029994a7380c32729", "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": "c1faf1c9-98ed-406c-8e98-ea742328081c", "optional_status": "done", "timing": {"base_persistence_ms": 4.131174646317959, "first_useful_ms": 14780.234972946346, "optional_ms": 7684.933526441455, "queue_ms": 0.0, "required_to_ready_ms": 14780.234972946346, "submission_ack_ms": 1.9031558185815811, "total_ms": 22465.93257598579}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.04, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 19.11, "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": 1.69, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60051736b6029994a7380c32729", "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:person_multi_frequency_declarations:first-count:base:repeat1", "case_id": "independent11:person_multi_frequency_declarations:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14315.581548959017, "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": 14311.349441297352, "feature_first_useful_ms": 14037.565193139017, "first_useful_ms": 14041.554561816156, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.9483876898884773, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.9510920867323875, "optional_ms": 93.21621805429459, "queue_ms": 0.0, "required_to_ready_ms": 13892.296575009823, "submission_ack_ms": 2.738245762884617, "total_ms": 13986.251489259303}, "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": "cd0c80ed-7f46-4aa5-acb6-a006b7b9166e", "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": [{"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": "ct.clients.trade_frequency", "columns": ["ct.clients.trade_frequency"], "end": 77, "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": 62, "system": "CT", "text": "trade frequency"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 102, "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": 96, "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": "cd0c80ed-7f46-4aa5-acb6-a006b7b9166e", "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": [{"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": "e7072f02-a9ce-4295-8fbe-20520f51c5ad", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "487fe985-3082-461b-a39d-e3839597ce24", "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 schema context lists table names but no columns (no trade-frequency field or user_id linkage is defined for pipedrive.persons or ct.client_360), so a correct query cannot be built.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No column metadata availabl", "prompt_sha256": "c2ac4fd76ef05483", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "47f9b78e66141d67", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "47f9b78e66141d67", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people who declared more than one trade frequency are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "cd0c80ed-7f46-4aa5-acb6-a006b7b9166e", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-cd0c80ed-7f46-4aa5-acb6-a006b7b9166e", "trace_snapshot": {"job": {"job_id": "2c9aaa72-b0e0-453a-93b0-7619f6a1d72e", "optional_status": "done", "timing": {"base_persistence_ms": 2.9510920867323875, "optional_ms": 93.21621805429459, "queue_ms": 0.0, "required_to_ready_ms": 13892.296575009823, "submission_ack_ms": 2.738245762884617, "total_ms": 13986.251489259303}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_hedging_multiple:first-count:base:repeat1", "case_id": "independent11:organization_hedging_multiple:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6974.859103560448, "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": 6970.697327516973, "feature_first_useful_ms": 6960.450089536607, "first_useful_ms": 6964.376047253609, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.8851359859108925, "intent_family": "independent11:organization_hedging_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.9397038742899895, "optional_ms": 61.50380801409483, "queue_ms": 0.0, "required_to_ready_ms": 6753.0059814453125, "submission_ack_ms": 1.6741789877414703, "total_ms": 6815.02490863204}, "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": "c8959f70-722c-4bdb-a093-ce0908ffd5b1", "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": [{"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": 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": "c8959f70-722c-4bdb-a093-ce0908ffd5b1", "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": [{"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": "231a035c-75ed-4bc8-9eab-df7555ec556a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a421914b-308a-44f2-946a-a38a0a10c2f1", "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 schema contains no booking or hedging policy column on pipedrive.organizations (or any table), so this question cannot be translated without inventing a column.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"organizations has exactly the listed colum", "prompt_sha256": "da91435cb015bb10", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8d1100cd35a36444", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8d1100cd35a36444", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people whose organization declares more than one booking or hedging policy are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "c8959f70-722c-4bdb-a093-ce0908ffd5b1", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-c8959f70-722c-4bdb-a093-ce0908ffd5b1", "trace_snapshot": {"job": {"job_id": "ed4c75cc-ac1e-4e22-9d44-228aa763780b", "optional_status": "done", "timing": {"base_persistence_ms": 2.9397038742899895, "optional_ms": 61.50380801409483, "queue_ms": 0.0, "required_to_ready_ms": 6753.0059814453125, "submission_ack_ms": 1.6741789877414703, "total_ms": 6815.02490863204}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:org_contact_without_website:first-count:base:repeat1", "case_id": "independent11:org_contact_without_website:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 15844.081725925207, "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": 24}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 15840.401988476515, "feature_first_useful_ms": 15814.4357111305, "first_useful_ms": 15817.849269136786, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.379426896572113, "intent_family": "independent11:org_contact_without_website", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.408729426562786, "optional_ms": 65.97625650465488, "queue_ms": 0.0, "required_to_ready_ms": 15689.839244820178, "submission_ack_ms": 4.030181095004082, "total_ms": 15758.345269598067}, "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": "a2ebf69c-504b-4d1b-837a-ab1b5558b577", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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.linkedin", "columns": ["pipedrive.organizations.linkedin"], "end": 69, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "linkedin", "multi": false, "options": [], "phrase": "linkedin", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 61, "system": "PD", "text": "LinkedIn"}, {"clarify_case": null, "column": "pipedrive.organizations.website", "columns": ["pipedrive.organizations.website"], "end": 89, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "website", "multi": false, "options": [], "phrase": "website", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 82, "system": "PD", "text": "website"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 114, "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": 108, "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": "a2ebf69c-504b-4d1b-837a-ab1b5558b577", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "cc970e08-cb67-4a74-ac88-524bf85d02ff", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Try the query again in a few moments", "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"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT pe.id) AS client_count FROM persons_enriched pe JOIN organizations o ON o.id = pe.org_id WHERE o.linkedin IS NOT NULL AND (o.website IS NULL OR o.website = '')"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "036d351c-3631-495a-aa88-10678519d79c", "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": "9ec2e97a03a72ae9", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "04607b8e87f11912", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "5832947723f93b25", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5832947723f93b25", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people at an organization with a LinkedIn page and no website are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "a2ebf69c-504b-4d1b-837a-ab1b5558b577", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-a2ebf69c-504b-4d1b-837a-ab1b5558b577", "trace_snapshot": {"job": {"job_id": "b2e66c7d-02f1-4a11-95d5-0e7a6210ace0", "optional_status": "done", "timing": {"base_persistence_ms": 5.408729426562786, "optional_ms": 65.97625650465488, "queue_ms": 0.0, "required_to_ready_ms": 15689.839244820178, "submission_ack_ms": 4.030181095004082, "total_ms": 15758.345269598067}}}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_EXECUTION_001"}, "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:first-count:base:repeat1", "case_id": "independent11:deal_assignment_override:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 25093.43960136175, "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": 25088.742308318615, "feature_first_useful_ms": 21892.949857749045, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 21897.129643708467, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.9472170174121857, "intent_family": "independent11:deal_assignment_override", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.581324264407158, "first_useful_ms": 21746.02382350713, "optional_ms": 3161.227971315384, "queue_ms": 0.0, "required_to_ready_ms": 21746.02382350713, "submission_ack_ms": 1.3845982030034065, "total_ms": 24907.7484915033}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "43 distinct Pipedrive people have an activity assigned to someone other than the owner of its deal.", "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": "cbaaa4fb-1ce8-4383-87c8-2e7757c07355", "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": [{"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 activit...", "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.activities.id", "columns": ["pipedrive.activities.id"], "end": 51, "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": 43, "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": 92, "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": 87, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 129, "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": 123, "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, "unit": null, "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": "cbaaa4fb-1ce8-4383-87c8-2e7757c07355", "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": [{"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": "de1a4e3b-eb3f-4cea-ad30-89b3b38b5312", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 21.89}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_message": null, "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 a JOIN pipedrive.deals d ON d.id = a.deal_id WHERE a.person_id IS NOT NULL AND 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 a.person_id) AS client_count\nFROM pipedrive.activities AS a\nJOIN pipedrive.deals AS d\n ON d.id = a.deal_id\nWHERE\n NOT a.person_id IS NULL\n AND 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", "id": "b4f14d02-f24f-4881-91c4-79dffd69f8f2", "insight_assumptions": ["Counts only activities joined to a deal (deal_id present), excluding activities with no deal link.", "Excludes rows where the assignee, deal owner or person is null rather than treating them as non-matching."], "insight_follow_ups": ["List the 43 people and their deals where the activity assignee differs from the deal owner.", "Which users are most often assigned activities on deals they do not own?"], "insight_headline": "43 distinct Pipedrive people have an activity assigned to someone other than the owner of its deal.", "insight_notes": ["This counts only activities linked to a deal with a known owner and a non-null assignee and person, so activities without those links are excluded from scope."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d3b2f04517c67f9c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6f8cf20396042142", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "c32eca84a5eec004", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c32eca84a5eec004", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with an activity assigned to someone other than the owner of its deal are there? Return client_count, including zero if none qualify.", "pivot": null, "query_id": "cbaaa4fb-1ce8-4383-87c8-2e7757c07355", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join each activity to its matching deal on the deal ID.", "Keep only rows where the activity's person, the activity's assigned user, and the deal's owner are all filled in.", "Exclude rows where the activity's assigned user is the same as the deal's owner, keeping only the mismatches.", "Count the distinct person IDs across those rows and return the number as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Count the distinct non-null person IDs on activities whose assigned user differs from the owner of the activity's deal.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60034d999d079de45eb95f98ae6", "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": "7696f60034d999d079de45eb95f98ae6", "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": "af99aedf-bab5-4473-a21b-91de02ed70ed", "optional_status": "done", "timing": {"base_persistence_ms": 1.581324264407158, "first_useful_ms": 21746.02382350713, "optional_ms": 3161.227971315384, "queue_ms": 0.0, "required_to_ready_ms": 21746.02382350713, "submission_ack_ms": 1.3845982030034065, "total_ms": 24907.7484915033}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.04, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 19.67, "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": 3.55, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60034d999d079de45eb95f98ae6", "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: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": 17532.158562913537, "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": 17527.55062188953, "feature_first_useful_ms": 17510.75147371739, "first_useful_ms": 17515.04799351096, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.2599886655807495, "intent_family": "independent11:note_author_deal_owner_difference", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.248103566467762, "optional_ms": 60.029517859220505, "queue_ms": 0.0, "required_to_ready_ms": 17394.067965447903, "submission_ack_ms": 1.8498748540878296, "total_ms": 17455.258685164154}, "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": "b2786a76-61fd-4ed6-b515-40da780ee617", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": 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). 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": {}, "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": "b2786a76-61fd-4ed6-b515-40da780ee617", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "ff817ac2-2ba9-4502-a99a-2a2e0474c73b", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id)::bigint AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT d.person_id) AS client_count FROM pipedrive.deals d JOIN pipedrive.notes n ON n.deal_id = d.id WHERE d.owner_id IS NOT NULL AND n.user_id IS NOT NULL AND n.user_id <> d.owner_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "fbe049ce-0476-4487-9dbf-073c9cc5795b", "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": "96cda82ed81e7828", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ce9d5132a55361db", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "28983374e837d9f9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "28983374e837d9f9", "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": "error", "pivot": null, "query_id": "b2786a76-61fd-4ed6-b515-40da780ee617", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-b2786a76-61fd-4ed6-b515-40da780ee617", "trace_snapshot": {"job": {"job_id": "c88ecb7d-c42d-40fc-a156-75ace2f994b8", "optional_status": "done", "timing": {"base_persistence_ms": 1.248103566467762, "optional_ms": 60.029517859220505, "queue_ms": 0.0, "required_to_ready_ms": 17394.067965447903, "submission_ack_ms": 1.8498748540878296, "total_ms": 17455.258685164154}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_external_person_qualification:first-count:base:repeat1", "case_id": "independent11:known_external_person_qualification:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 4549.194828607142, "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": 18}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 4545.9705563262105, "feature_first_useful_ms": 4536.157473921776, "first_useful_ms": 4539.152798242867, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9593827202916145, "intent_family": "independent11:known_external_person_qualification", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.746365360915661, "optional_ms": 64.3561277538538, "queue_ms": 0.0, "required_to_ready_ms": 4248.572093434632, "submission_ack_ms": 2.0973123610019684, "total_ms": 4313.796082511544}, "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": "e38fc3e8-a457-4720-88c5-6be526b4679d", "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": [{"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": "ct.clients.created_at", "columns": ["ct.clients.created_at"], "end": 125, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Client sign-up / registration timestamp.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "signup date", "multi": false, "options": [], "phrase": "clients created at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 114, "system": "CT", "text": "signup date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 150, "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": 144, "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": "e38fc3e8-a457-4720-88c5-6be526b4679d", "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": [{"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": "35886773-f806-4fd8-b410-c50a9acf2f16", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "12f70107-63fb-40a7-94d4-7c7d8fd9394d", "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}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"This connection has no Pipedrive tables, so 'non-employee' marking and 'lead qualification date' cannot be filtered here \u2014 only NULL placeholders could be projected, and the count itself is uncomputable on the CT leg.\",\n \"confidence\": \"uncertain\",\n \"warning", "prompt_sha256": "9ba4c5d522ef5cb8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9ba4c5d522ef5cb8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people explicitly marked as non-employees whose lead qualification date follows their signup date are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "e38fc3e8-a457-4720-88c5-6be526b4679d", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-e38fc3e8-a457-4720-88c5-6be526b4679d", "trace_snapshot": {"job": {"job_id": "d11c8d00-5cb2-4612-973b-ecbc7434e7b4", "optional_status": "done", "timing": {"base_persistence_ms": 4.746365360915661, "optional_ms": 64.3561277538538, "queue_ms": 0.0, "required_to_ready_ms": 4248.572093434632, "submission_ack_ms": 2.0973123610019684, "total_ms": 4313.796082511544}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_wallet_share_unknown:first-count:base:repeat1", "case_id": "independent11:organization_wallet_share_unknown:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5544.729502871633, "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": 24}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5540.556737221777, "feature_first_useful_ms": 5501.5681851655245, "first_useful_ms": 5505.42822945863, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.8248132914304733, "intent_family": "independent11:organization_wallet_share_unknown", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1108079925179482, "optional_ms": 58.06499905884266, "queue_ms": 0.0, "required_to_ready_ms": 5367.30199214071, "submission_ack_ms": 1.9294684752821922, "total_ms": 5425.997372716665}, "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": "c63c8674-3310-471b-8a25-73c0e88f608f", "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": [{"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_wallet_share", "columns": ["pipedrive.organizations.cf_wallet_share"], "end": 108, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Wallet Share", "multi": false, "options": [], "phrase": "Wallet Share", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 96, "system": "PD", "text": "wallet-share"}, {"clarify_case": "revenue_settled_open_forecast", "column": "pipedrive.deals.value", "columns": ["pipedrive.deals.value", "ct.client_360.revenue_gbp_all", "ct.client_360.revenue_gbp_settled", "pipedrive.deals.pipeline_value", "pipedrive.deals.weighted_value"], "end": 114, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "value", "multi": false, "options": [{"columns": ["ct.client_360.revenue_gbp_all"], "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": {}, "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": "c63c8674-3310-471b-8a25-73c0e88f608f", "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": [{"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": "04aea159-100a-48b3-9a6b-65b718f3fb91", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "64d92234-550c-4cdc-b1ed-7eaab5d79c9f", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Service level and wallet-share are Pipedrive-only fields with no counterpart in the CT schema, so this leg cannot evaluate the cohort predicate.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No Pipedrive/CRM tables exist on this connection and no CT column e", "prompt_sha256": "8f478cd97ea21575", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e9fb6be0f720b26c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e9fb6be0f720b26c", "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": "error", "pivot": null, "query_id": "c63c8674-3310-471b-8a25-73c0e88f608f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-c63c8674-3310-471b-8a25-73c0e88f608f", "trace_snapshot": {"job": {"job_id": "49ce174b-b3b7-4512-b295-8278c9d66367", "optional_status": "done", "timing": {"base_persistence_ms": 1.1108079925179482, "optional_ms": 58.06499905884266, "queue_ms": 0.0, "required_to_ready_ms": 5367.30199214071, "submission_ack_ms": 1.9294684752821922, "total_ms": 5425.997372716665}}}, "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_EXECUTION_001"}, "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": 12096.562053076923, "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": 12093.125033192337, "feature_first_useful_ms": 12079.202076420188, "first_useful_ms": 12082.347756251693, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.1182290986180305, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.81468965113163, "optional_ms": 58.83639585226774, "queue_ms": 0.0, "required_to_ready_ms": 11967.857535928488, "submission_ack_ms": 1.8236134201288223, "total_ms": 12027.183047495782}, "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": "c446e44d-ed32-4198-b208-e02cf5e1a82f", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "c446e44d-ed32-4198-b208-e02cf5e1a82f", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "50384723-46cc-424b-b381-0a6781c67d90", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT a.id AS user_id, COUNT(*) AS client_count FROM public.accounts a WHERE 1 = 0 GROUP BY a.id"}, {"source": "gold", "sql": "SELECT COUNT(DISTINCT pe.id) AS client_count FROM pipedrive.persons_enriched pe JOIN pipedrive.organizations o ON o.id = pe.org_id WHERE ((CASE WHEN o.name ILIKE '%sap%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%oracle%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%netsuite%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%dynamics%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%workday%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%infor%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%epicor%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%sage%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%odoo%' THEN 1 ELSE 0 END) + (CASE WHEN o.name ILIKE '%microsoft%' THEN 1 ELSE 0 END)) >= 2"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "c177ba42-6cd1-4dbc-9828-af45ba8cc2d7", "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": "fffe0894fa9db651", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7eace170fc586243", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "7eace170fc586243", "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? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "c446e44d-ed32-4198-b208-e02cf5e1a82f", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-c446e44d-ed32-4198-b208-e02cf5e1a82f", "trace_snapshot": {"job": {"job_id": "990ba90b-b6c3-46f5-af25-11688f0b7540", "optional_status": "done", "timing": {"base_persistence_ms": 2.81468965113163, "optional_ms": 58.83639585226774, "queue_ms": 0.0, "required_to_ready_ms": 11967.857535928488, "submission_ack_ms": 1.8236134201288223, "total_ms": 12027.183047495782}}}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 7300.678254105151, "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": 44}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7297.156711108983, "feature_first_useful_ms": 7276.446618139744, "first_useful_ms": 7279.696901328862, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.185621462762356, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1369697749614716, "optional_ms": 60.774984769523144, "queue_ms": 0.0, "required_to_ready_ms": 7173.764747567475, "submission_ack_ms": 1.8891459330916405, "total_ms": 7234.977457672358}, "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": "d7593ffb-33a7-402a-baac-17bfbb3d978f", "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": [{"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.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). 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": 126, "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": "d7593ffb-33a7-402a-baac-17bfbb3d978f", "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": [{"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": "727838fd-db6a-4e23-aa6b-e4d07468e2b7", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "60d6cefc-94e5-4379-ba79-c5ede9fc7632", "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": "561795046a92dbbe", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The provided schema lists table names but no columns, so there is no declared stage-change or creation timestamp column on deals to compare, and no user_id key is visible on client_360 or persons.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Cannot ver", "prompt_sha256": "6bc42da259a60aad", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6bc42da259a60aad", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with a deal whose stage-change timestamp predates its creation timestamp are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "d7593ffb-33a7-402a-baac-17bfbb3d978f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-d7593ffb-33a7-402a-baac-17bfbb3d978f", "trace_snapshot": {"job": {"job_id": "62f5dc77-c3d6-4794-8d2d-f45cba64a4b3", "optional_status": "done", "timing": {"base_persistence_ms": 1.1369697749614716, "optional_ms": 60.774984769523144, "queue_ms": 0.0, "required_to_ready_ms": 7173.764747567475, "submission_ack_ms": 1.8891459330916405, "total_ms": 7234.977457672358}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_duration_missing_due_time:first-count:base:repeat1", "case_id": "independent11:activity_duration_missing_due_time:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12747.725394554436, "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": "validation", "expected_conversation_turns": null, "expected_rows": [{"client_count": 22}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12743.357931263745, "feature_first_useful_ms": 12732.651758007705, "first_useful_ms": 12736.747291870415, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.035561345517635, "intent_family": "independent11:activity_duration_missing_due_time", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.3106962218880653, "optional_ms": 59.73062664270401, "queue_ms": 0.0, "required_to_ready_ms": 12442.064481787384, "submission_ack_ms": 1.3507073745131493, "total_ms": 12502.719660289586}, "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": "1409c730-74cd-49e9-a757-05b08636bc5a", "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": [{"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.activities.id", "columns": ["pipedrive.activities.id"], "end": 51, "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": 43, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.duration", "columns": ["pipedrive.activities.duration"], "end": 71, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "duration", "multi": false, "options": [], "phrase": "duration", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 63, "system": "PD", "text": "duration"}, {"clarify_case": null, "column": "pipedrive.activities.due_time", "columns": ["pipedrive.activities.due_time"], "end": 87, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due time", "multi": false, "options": [], "phrase": "due time", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 79, "system": "PD", "text": "due time"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 112, "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": 106, "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": "1409c730-74cd-49e9-a757-05b08636bc5a", "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": [{"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": "7d59f55f-5baf-48ce-999a-044773deaf84", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT a.person_id)::int AS client_count FROM activities a WHERE a.person_id IS NOT NULL AND a.duration IS NOT NULL AND (a.due_time IS NULL OR a.due_time = '')", "generated_sql_pretty": "SELECT\n CAST(COUNT(DISTINCT a.person_id) AS INT) AS client_count\nFROM activities AS a\nWHERE\n NOT a.person_id IS NULL\n AND NOT a.duration IS NULL\n AND (\n a.due_time IS NULL OR a.due_time = ''\n )", "id": "b77101e4-7449-4162-9291-bf884008ee5a", "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": "497c046c491b289a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b143a3abde7cad94", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b143a3abde7cad94", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people with an activity that has a duration but no due time are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "1409c730-74cd-49e9-a757-05b08636bc5a", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f6007e44713622c747bea953a190", "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": "7696f6007e44713622c747bea953a190", "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": "5fd7963d-3608-4fcc-9816-75e3917e4f67", "optional_status": "done", "timing": {"base_persistence_ms": 3.3106962218880653, "optional_ms": 59.73062664270401, "queue_ms": 0.0, "required_to_ready_ms": 12442.064481787384, "submission_ack_ms": 1.3507073745131493, "total_ms": 12502.719660289586}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6007e44713622c747bea953a190", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_client_type_multiple:first-count:base:repeat1", "case_id": "independent11:organization_client_type_multiple:first-count", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9565.040614455938, "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": 9561.329576186836, "feature_first_useful_ms": 9519.389470107853, "first_useful_ms": 9522.818169556558, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3956291154026985, "intent_family": "independent11:organization_client_type_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3765785843133926, "optional_ms": 62.80062533915043, "queue_ms": 0.0, "required_to_ready_ms": 9421.617291867733, "submission_ack_ms": 1.6011456027626991, "total_ms": 9485.19670497626}, "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": "df41417f-08a0-465c-aed1-b62da9b56845", "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": [{"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.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 84, "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": 73, "system": "CT", "text": "client-type"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 113, "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": 107, "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": "df41417f-08a0-465c-aed1-b62da9b56845", "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": [{"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": "e14f1381-b949-4b67-a031-27e0f8edc148", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "147cc2de-1def-4964-a368-0a58c5404c92", "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": "556f6abbbe409f88", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema provides no column definitions, and neither pipedrive.organizations nor ct.client_360 exposes a client-type tag or org-tag relation I can reliably query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No table in the provided schema lists columns (", "prompt_sha256": "c636cfd453d06b7d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c636cfd453d06b7d", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "How many distinct Pipedrive people at an organization with more than one client-type tag are there? Return client_count, including zero if none qualify.", "outcome": "error", "pivot": null, "query_id": "df41417f-08a0-465c-aed1-b62da9b56845", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-df41417f-08a0-465c-aed1-b62da9b56845", "trace_snapshot": {"job": {"job_id": "53b9db56-a4bd-462a-9b97-0eb8467585b4", "optional_status": "done", "timing": {"base_persistence_ms": 1.3765785843133926, "optional_ms": 62.80062533915043, "queue_ms": 0.0, "required_to_ready_ms": 9421.617291867733, "submission_ack_ms": 1.6011456027626991, "total_ms": 9485.19670497626}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 10757.195555604994, "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": 10752.569803968072, "feature_first_useful_ms": 10465.802471153438, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 10470.114891417325, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.27996926009655, "intent_family": "independent11:verified_after_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1916020885109901, "first_useful_ms": 10353.842727839947, "optional_ms": 68.47175303846598, "queue_ms": 0.0, "required_to_ready_ms": 10353.842727839947, "submission_ack_ms": 1.8494036048650742, "total_ms": 10422.983303666115}, "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": "comparison_unverified", "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": "3383ee6a-de5e-4469-9c66-97f2483b92a8", "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": [{"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 `). 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": {}, "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, "unit": null, "value_class": "numeric"}, {"aggregation": "min", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "timestamp", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "first_verified_at", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "date"}, {"aggregation": "attribute", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "timestamp", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "completed_registration_at", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "date"}], "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": "3383ee6a-de5e-4469-9c66-97f2483b92a8", "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": [{"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": "13506fac-309e-4299-b202-c622eb41f164", "cost_estimate": {"cost_level": "low", "dollars_estimate": 9.75e-05, "estimated_rows": 26, "ms_estimate": 4.875, "rows": 26, "total_cost": 13.71}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 49.55848306417465, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, MIN(ba.verified_at) AS first_verified_at, c.completed_registration_at 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 GROUP BY a.id, c.completed_registration_at HAVING MIN(ba.verified_at) > c.completed_registration_at ORDER BY 1 ASC", "generated_sql_pretty": "SELECT\n a.id AS user_id,\n MIN(ba.verified_at) AS first_verified_at,\n c.completed_registration_at\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 AND NOT ba.verified_at IS NULL\nGROUP BY\n a.id,\n c.completed_registration_at\nHAVING\n MIN(ba.verified_at) > c.completed_registration_at\nORDER BY\n 1 ASC", "id": "f099b859-7c27-49e0-90a6-a8edbdd05f3d", "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": "073d4b51a270b143", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "073d4b51a270b143", "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.", "pivot": null, "query_id": "3383ee6a-de5e-4469-9c66-97f2483b92a8", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6000c446430ac1d48f9b3bf1b43", "trace_snapshot": {"child_trace_ids": ["7696f600174a69dac6554d52b769ebe9"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6000c446430ac1d48f9b3bf1b43", "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": "cd20a982-e553-4a5b-8ab8-2e5b1671d651", "optional_status": "done", "timing": {"base_persistence_ms": 1.1916020885109901, "first_useful_ms": 10353.842727839947, "optional_ms": 68.47175303846598, "queue_ms": 0.0, "required_to_ready_ms": 10353.842727839947, "submission_ack_ms": 1.8494036048650742, "total_ms": 10422.983303666115}}, "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": 3.51, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 49.56, "validate_ms": 0.0}, "trace_id": "7696f6000c446430ac1d48f9b3bf1b43", "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:marketing_registration_gap:t1:base:repeat1", "case_id": "independent11:marketing_registration_gap:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 27587.05471456051, "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": "parse", "expected_conversation_turns": 4, "expected_rows": [{"user_id": 11005}, {"user_id": 11010}, {"user_id": 11020}, {"user_id": 11025}, {"user_id": 11035}, {"user_id": 11040}, {"user_id": 11050}, {"user_id": 11055}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 27582.5572675094, "feature_first_useful_ms": 27558.92919935286, "first_useful_ms": 27562.97957058996, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.019530490040779, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8666804060339928, "optional_ms": 56.65675085037947, "queue_ms": 0.0, "required_to_ready_ms": 27423.227122053504, "submission_ack_ms": 3.352748230099678, "total_ms": 27480.380528606474}, "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": "72a44d83-4d7f-4927-86bd-59c49ebae1f0", "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": [{"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 `). 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": {}, "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": "72a44d83-4d7f-4927-86bd-59c49ebae1f0", "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": [{"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": "11b9158a-72e3-424c-b767-68466e679585", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try using specific metric names like 'MRR' or 'revenue'", "error_type": "parse", "execution_time_ms": 0.0, "federation_metadata": {"kind": "gold_only"}, "generated_sql": null, "generated_sql_pretty": null, "id": "5e1556a3-c7f4-4db1-bac5-cd5fe52654aa", "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": "cc854d6d27076ca4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the provided schema lists the accounts table with NO columns, so there is no way to know which column stores the marketing-email opt-in flag or the registration-completion status, and inventing them would be a guess.\",\n \"confidence\": \"uncert", "prompt_sha256": "064c4d077daefba4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The provided schema lists no columns for any table, and the curated knowledge does not define which columns in ct.accounts capture marketing-email opt-in, registration completeness, or 'ordinary' account type, so a correct SELECT cannot be generated.\",\n \"con", "prompt_sha256": "caef45130a3b0633", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "caef45130a3b0633", "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": "error", "pivot": null, "query_id": "72a44d83-4d7f-4927-86bd-59c49ebae1f0", "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": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "I couldn't understand that query. Try rephrasing it or using simpler terms.", "raw_error_type": "parse", "raw_status": "error", "reason_code": "BI_PARSE_001", "suggested_rephrase": "Try using specific metric names like 'MRR' or 'revenue'"}, "time_window": null, "trace_id": "7696f600737e9521748346df8aa6b2a7", "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": "7696f600737e9521748346df8aa6b2a7", "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": "de758aaa-ad29-41dd-b47c-8f45879ef216", "optional_status": "done", "timing": {"base_persistence_ms": 0.8666804060339928, "optional_ms": 56.65675085037947, "queue_ms": 0.0, "required_to_ready_ms": 27423.227122053504, "submission_ack_ms": 3.352748230099678, "total_ms": 27480.380528606474}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600737e9521748346df8aa6b2a7", "was_slow": false}, "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_PARSE_001"}, "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": 10114.67932164669, "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": 10110.512466169894, "feature_first_useful_ms": 5943.368438631296, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5947.090407833457, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.6895982921123505, "intent_family": "independent11:verified_after_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.487342804670334, "first_useful_ms": 5895.113931037486, "optional_ms": 3902.2723734378815, "queue_ms": 0.0, "required_to_ready_ms": 5895.113931037486, "submission_ack_ms": 2.388453111052513, "total_ms": 9797.887930646539}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "No CT accounts meet the condition: the distinct client count whose earliest verified broker account date falls after completed registration is 0.", "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": "e024b826-1a98-4958-9812-997fb2044866", "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": [{"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 `). 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": "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, "unit": null, "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": "e024b826-1a98-4958-9812-997fb2044866", "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": [{"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": "13506fac-309e-4299-b202-c622eb41f164", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 13.37}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 55.39854895323515, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM (SELECT a.id, c.completed_registration_at 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 GROUP BY a.id, c.completed_registration_at HAVING MIN(ba.verified_at) > c.completed_registration_at) AS _first_event_cohort", "generated_sql_pretty": "SELECT\n COUNT(*) AS client_count\nFROM (\n SELECT\n a.id,\n c.completed_registration_at\n FROM public.accounts AS a\n JOIN public.clients AS c\n ON c.user_id = a.id\n JOIN public.broker_accounts AS ba\n ON ba.user_id = a.id\n WHERE\n NOT c.completed_registration_at IS NULL AND NOT ba.verified_at IS NULL\n GROUP BY\n a.id,\n c.completed_registration_at\n HAVING\n MIN(ba.verified_at) > c.completed_registration_at\n) AS _first_event_cohort", "id": "8a124d79-6a11-4c56-bab0-5a7ae80d4158", "insight_assumptions": ["'Verified' means broker_accounts.verified_at is non-null, and only broker accounts with a non-null verified_at were considered when taking the earliest date.", "Clients with a null completed_registration_at were excluded from the cohort entirely.", "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": "No CT accounts meet the condition: the distinct client count whose earliest verified broker account date falls after completed registration is 0.", "insight_notes": ["The count is genuinely zero rather than missing \u2014 the cohort query ran and returned a row with client_count = 0, so every client with both a completed registration and a verified broker account had their first verification on or before registration."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "530f4706de5a7ede", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "530f4706de5a7ede", "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.", "pivot": null, "query_id": "e024b826-1a98-4958-9812-997fb2044866", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join accounts to clients on the client's user_id matching the account id, and join broker_accounts the same way.", "Keep only rows where completed_registration_at and verified_at are both non-null.", "Group by account id and registration date; keep a group only if its earliest verified_at is later than the completed registration date.", "The outer part counts those matching rows and returns the count as client_count (zero if none match)."], "model": "glm-5.2", "provider": "zai", "summary": "Count the distinct users who have a client record with a completed registration date, at least one verified broker account, and whose earliest broker verification happened after registration.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c3187fcf9e634bb1bbd8d377", "trace_snapshot": {"child_trace_ids": ["7696f600a9822eb7b09848f48d32589f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c3187fcf9e634bb1bbd8d377", "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": "375980d0-13e6-455e-80ff-505f813d5629", "optional_status": "done", "timing": {"base_persistence_ms": 2.487342804670334, "first_useful_ms": 5895.113931037486, "optional_ms": 3902.2723734378815, "queue_ms": 0.0, "required_to_ready_ms": 5895.113931037486, "submission_ack_ms": 2.388453111052513, "total_ms": 9797.887930646539}}, "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": 4.76, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 55.4, "validate_ms": 0.0}, "trace_id": "7696f600c3187fcf9e634bb1bbd8d377", "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:verified_after_registration:t3:base:repeat1", "case_id": "independent11:verified_after_registration:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 4235.186588950455, "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": 4231.896128505468, "feature_first_useful_ms": 4200.608164072037, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 4203.625285066664, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9855994507670403, "intent_family": "independent11:verified_after_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 11.83815486729145, "first_useful_ms": 3907.6338782906532, "optional_ms": 156.13849461078644, "queue_ms": 0.0, "required_to_ready_ms": 3907.6338782906532, "submission_ack_ms": 1.2370804324746132, "total_ms": 4065.453078597784}, "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": "01d9e891-c8f4-4c23-9421-9bf20c37e86b", "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": [{"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 `). 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": {}, "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, "unit": null, "value_class": "numeric"}], "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": "01d9e891-c8f4-4c23-9421-9bf20c37e86b", "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": [{"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": "13506fac-309e-4299-b202-c622eb41f164", "cost_estimate": {"cost_level": "low", "dollars_estimate": 9.75e-05, "estimated_rows": 26, "ms_estimate": 4.875, "rows": 26, "total_cost": 13.71}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 52.367499098181725, "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 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 GROUP BY a.id, c.completed_registration_at HAVING MIN(ba.verified_at) > c.completed_registration_at ORDER BY 1 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\nJOIN public.broker_accounts AS ba\n ON ba.user_id = a.id\nWHERE\n NOT c.completed_registration_at IS NULL AND NOT ba.verified_at IS NULL\nGROUP BY\n a.id,\n c.completed_registration_at\nHAVING\n MIN(ba.verified_at) > c.completed_registration_at\nORDER BY\n 1 DESC NULLS LAST", "id": "272a9537-2a4b-4d7c-828c-8e89fb7e5358", "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e6fd7f15c844fc26", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e6fd7f15c844fc26", "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.", "pivot": null, "query_id": "01d9e891-c8f4-4c23-9421-9bf20c37e86b", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f600d9302d7d6586481396d7ac7f", "trace_snapshot": {"child_trace_ids": ["7696f6005bbda0250e6342a48f37c462"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600d9302d7d6586481396d7ac7f", "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": "8a93f828-6628-4fe7-8a9f-70a6da68c3a2", "optional_status": "done", "timing": {"base_persistence_ms": 11.83815486729145, "first_useful_ms": 3907.6338782906532, "optional_ms": 156.13849461078644, "queue_ms": 0.0, "required_to_ready_ms": 3907.6338782906532, "submission_ack_ms": 1.2370804324746132, "total_ms": 4065.453078597784}}, "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": 4.83, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 52.37, "validate_ms": 0.0}, "trace_id": "7696f600d9302d7d6586481396d7ac7f", "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:marketing_registration_gap:t2:base:repeat1", "case_id": "independent11:marketing_registration_gap:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6032.727723941207, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6029.94011156261, "feature_first_useful_ms": 5997.65726365149, "first_useful_ms": 6000.190158374608, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5034528225660324, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 17.35811959952116, "optional_ms": 151.55296307057142, "queue_ms": 0.0, "required_to_ready_ms": 5691.766185685992, "submission_ack_ms": 5.850294604897499, "total_ms": 5855.751303955913}, "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:marketing_registration_gap: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": "cb464ce8-c235-4358-ae16-7a9c6179fa45", "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": [{"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 `). 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": {}, "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": "cb464ce8-c235-4358-ae16-7a9c6179fa45", "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": [{"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": "11b9158a-72e3-424c-b767-68466e679585", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "7f352aaa-10eb-49e3-9a90-c26d7e2528f4", "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}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The requested filters (marketing-email opt-in status and registration-completeness) have no known columns in the provided schema, and ct.client_360 is not listed with any columns, so the membership condition cannot be expressed.\",\n \"confidence\": \"uncertain\",", "prompt_sha256": "e194bb36f662893f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e194bb36f662893f", "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": "error", "pivot": null, "query_id": "cb464ce8-c235-4358-ae16-7a9c6179fa45", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-cb464ce8-c235-4358-ae16-7a9c6179fa45", "trace_snapshot": {"job": {"job_id": "b1f53847-3e63-458f-94b9-e52f5650ae27", "optional_status": "done", "timing": {"base_persistence_ms": 17.35811959952116, "optional_ms": 151.55296307057142, "queue_ms": 0.0, "required_to_ready_ms": 5691.766185685992, "submission_ack_ms": 5.850294604897499, "total_ms": 5855.751303955913}}}, "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_EXECUTION_001"}, "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": 5525.118822231889, "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": "execution", "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": 5521.245100535452, "feature_first_useful_ms": 5510.595195926726, "first_useful_ms": 5514.024731703103, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3989548683166504, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.523370906710625, "optional_ms": 63.595546409487724, "queue_ms": 0.0, "required_to_ready_ms": 5170.770992524922, "submission_ack_ms": 3.063962794840336, "total_ms": 5237.155830487609}, "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:marketing_registration_gap: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": "5ef89f93-578b-4664-b604-0034066e1ae5", "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": [{"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 `). 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": {}, "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": "5ef89f93-578b-4664-b604-0034066e1ae5", "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": [{"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": "11b9158a-72e3-424c-b767-68466e679585", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "03717912-6eda-4023-b138-cfd6c23c0737", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request depends on a prior result whose filters (marketing-email opt-in, incomplete registration) cannot be mapped to any documented columns \u2014 the provided schema lists table names with no columns, and the curated knowledge confirms no such flags exist on", "prompt_sha256": "c0a2ea4dde16488e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c0a2ea4dde16488e", "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": "error", "pivot": null, "query_id": "5ef89f93-578b-4664-b604-0034066e1ae5", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-5ef89f93-578b-4664-b604-0034066e1ae5", "trace_snapshot": {"job": {"job_id": "1619ada4-b7c5-449b-b6f3-e98673cb979a", "optional_status": "done", "timing": {"base_persistence_ms": 7.523370906710625, "optional_ms": 63.595546409487724, "queue_ms": 0.0, "required_to_ready_ms": 5170.770992524922, "submission_ack_ms": 3.063962794840336, "total_ms": 5237.155830487609}}}, "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_EXECUTION_001"}, "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": 7513.569175265729, "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": 7506.921692751348, "feature_first_useful_ms": 3812.06738948822, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 3818.261606618762, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 6.1712563037872314, "intent_family": "independent11:verified_after_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8487487211823463, "first_useful_ms": 3560.189325362444, "optional_ms": 3655.8313565328717, "queue_ms": 0.0, "required_to_ready_ms": 3560.189325362444, "submission_ack_ms": 6.156785413622856, "total_ms": 7216.473299078643}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Zero clients have an earliest verified broker account dated after their completed registration date.", "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": "7b7c2b77-45e6-4b5a-9a63-bc711bce87e9", "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": [{"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 `). 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": "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, "unit": null, "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": "7b7c2b77-45e6-4b5a-9a63-bc711bce87e9", "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": [{"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": "13506fac-309e-4299-b202-c622eb41f164", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 13.37}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 54.729717783629894, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) 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 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 GROUP BY a.id, c.completed_registration_at HAVING MIN(ba.verified_at) > c.completed_registration_at) AS members", "generated_sql_pretty": "SELECT\n COUNT(*) 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 JOIN public.broker_accounts AS ba\n ON ba.user_id = a.id\n WHERE\n NOT c.completed_registration_at IS NULL AND NOT ba.verified_at IS NULL\n GROUP BY\n a.id,\n c.completed_registration_at\n HAVING\n MIN(ba.verified_at) > c.completed_registration_at\n) AS members", "id": "aa135ff6-f066-4366-a6ed-339fb709dda2", "insight_assumptions": ["Membership defined as accounts having a verified broker account whose earliest verified_at is strictly after completed_registration_at", "Excludes clients with no completed registration date and broker accounts with no verified date", "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": "Zero clients have an earliest verified broker account dated after their completed registration date.", "insight_notes": ["No clients met the membership condition, so the resulting set is empty and the derived client_count is zero."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "13f1ff46ab20ae38", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "13f1ff46ab20ae38", "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.", "pivot": null, "query_id": "7b7c2b77-45e6-4b5a-9a63-bc711bce87e9", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join accounts, clients, and broker_accounts by matching each client's and broker account's user_id to the account's id.", "Keep only rows where the client has a completed_registration_at date and the broker account has a verified_at date (rows missing either are excluded).", "Group everything per account id together with its registration date.", "Keep only groups whose earliest (minimum) verified_at is strictly later than that user's completed_registration_at.", "Count how many such users there are; if none qualify, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count users who have a client record, at least one verified broker account, and whose earliest broker verification date is later than their completed registration date.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60021186b5d209341eeb6e59b66", "trace_snapshot": {"child_trace_ids": ["7696f600be8e849f38f846df8655f0f3"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60021186b5d209341eeb6e59b66", "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": "9c17467b-29b8-4548-9b05-134993d26b9f", "optional_status": "done", "timing": {"base_persistence_ms": 0.8487487211823463, "first_useful_ms": 3560.189325362444, "optional_ms": 3655.8313565328717, "queue_ms": 0.0, "required_to_ready_ms": 3560.189325362444, "submission_ack_ms": 6.156785413622856, "total_ms": 7216.473299078643}}, "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": 4.01, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 54.73, "validate_ms": 0.0}, "trace_id": "7696f60021186b5d209341eeb6e59b66", "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:marketing_registration_gap:t4:base:repeat1", "case_id": "independent11:marketing_registration_gap:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5421.095755882561, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 8}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5417.787656188011, "feature_first_useful_ms": 5108.748775906861, "first_useful_ms": 5111.765285022557, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9866090044379234, "intent_family": "independent11:marketing_registration_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.052694886922836, "optional_ms": 89.88272491842508, "queue_ms": 0.0, "required_to_ready_ms": 4990.716499276459, "submission_ack_ms": 1.5151314437389374, "total_ms": 5081.662800163031}, "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:marketing_registration_gap: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": "e8b2f70e-de60-4e72-873b-4ee503c3945c", "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": [{"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 `). 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": {}, "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": "e8b2f70e-de60-4e72-873b-4ee503c3945c", "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": [{"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": "11b9158a-72e3-424c-b767-68466e679585", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "e3f94fdd-fea2-4c2e-8027-d01023d41390", "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}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: no column information is available for any table (all column lists are empty), ct.client_360 itself is not in the provided schema, and the question's filters (marketing-email opt-in, incomplete registration, 'third result' membership) referen", "prompt_sha256": "173654a23e60b4c4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "173654a23e60b4c4", "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": "error", "pivot": null, "query_id": "e8b2f70e-de60-4e72-873b-4ee503c3945c", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-e8b2f70e-de60-4e72-873b-4ee503c3945c", "trace_snapshot": {"job": {"job_id": "a2f96f2e-14f8-4bff-a226-856395edb6b0", "optional_status": "done", "timing": {"base_persistence_ms": 4.052694886922836, "optional_ms": 89.88272491842508, "queue_ms": 0.0, "required_to_ready_ms": 4990.716499276459, "submission_ack_ms": 1.5151314437389374, "total_ms": 5081.662800163031}}}, "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_EXECUTION_001"}, "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": 7049.156229943037, "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": 7045.908941887319, "feature_first_useful_ms": 6768.374118953943, "first_useful_ms": 6771.414459683001, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0045397579669952, "intent_family": "independent11:outdated_still_activated", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.622403971850872, "optional_ms": 66.55798573046923, "queue_ms": 0.0, "required_to_ready_ms": 6659.702223725617, "submission_ack_ms": 1.8627522513270378, "total_ms": 6727.13331039995}, "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": "069c7faf-9820-4b34-b230-b571fa00247f", "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": [{"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 `). 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": "069c7faf-9820-4b34-b230-b571fa00247f", "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": [{"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": "53a374a4-78cd-46f4-be49-2ead16838a81", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "b213521e-97f6-4d2e-bc27-a488d25e9e56", "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": "1e7802180bca407e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the request requires ct.client_360 and broker-account verification-status fields, but the provided schema lists no columns for any table (and no ct.client_360 at all), so 'previously verified broker account now marked outdated' cannot be mapp", "prompt_sha256": "060fae057e16c2b9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "060fae057e16c2b9", "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": "069c7faf-9820-4b34-b230-b571fa00247f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-069c7faf-9820-4b34-b230-b571fa00247f", "trace_snapshot": {"job": {"job_id": "7d24ab4a-92ca-4237-addf-61aa4aecfea8", "optional_status": "done", "timing": {"base_persistence_ms": 1.622403971850872, "optional_ms": 66.55798573046923, "queue_ms": 0.0, "required_to_ready_ms": 6659.702223725617, "submission_ack_ms": 1.8627522513270378, "total_ms": 6727.13331039995}}}, "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_EXECUTION_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": 16667.05433279276, "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": 16662.884823046625, "feature_first_useful_ms": 16644.812407903373, "first_useful_ms": 16648.73083960265, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.8915500044822693, "intent_family": "independent11:notified_without_verification", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.169527880847454, "optional_ms": 62.71169800311327, "queue_ms": 0.0, "required_to_ready_ms": 16473.68638124317, "submission_ack_ms": 1.8525319173932076, "total_ms": 16537.076741456985}, "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": "66cf74c5-c4b0-43c0-84cc-42ee023fd541", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "66cf74c5-c4b0-43c0-84cc-42ee023fd541", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "0715be12-cc8d-4381-8560-131d6298b538", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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.broker_accounts AS ban WHERE ban.user_id = a.id AND NOT ban.notified_at IS NULL) AND NOT EXISTS(SELECT 1 FROM public.broker_accounts AS bav WHERE bav.user_id = a.id AND NOT bav.verified_at IS NULL) ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT c.user_id FROM ct.client_360 AS c WHERE c.notified_broker_accounts_count > 0 AND COALESCE(c.verified_broker_accounts_count, 0) = 0 GROUP BY c.user_id ORDER BY c.user_id ASC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "01a819dd-147c-4596-a950-21eb4fc9876b", "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": "f9e37518df3d2e18", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c10e048ca1d9aac6", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "30880b23243fe88b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "30880b23243fe88b", "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": "66cf74c5-c4b0-43c0-84cc-42ee023fd541", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-66cf74c5-c4b0-43c0-84cc-42ee023fd541", "trace_snapshot": {"job": {"job_id": "3f0aa170-a4e5-4b40-a8ed-d1081c812491", "optional_status": "done", "timing": {"base_persistence_ms": 1.169527880847454, "optional_ms": 62.71169800311327, "queue_ms": 0.0, "required_to_ready_ms": 16473.68638124317, "submission_ack_ms": 1.8525319173932076, "total_ms": 16537.076741456985}}}, "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_EXECUTION_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": 8519.745241850615, "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": 8516.805363819003, "feature_first_useful_ms": 8493.524393998086, "first_useful_ms": 8495.950404554605, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.398979850113392, "intent_family": "independent11:outdated_still_activated", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.408776760101318, "optional_ms": 68.59723571687937, "queue_ms": 0.0, "required_to_ready_ms": 8167.506163008511, "submission_ack_ms": 1.9921669736504555, "total_ms": 8238.620142452419}, "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": "b2486ccc-863b-4ad0-bf09-e38e37181057", "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": [{"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 `). 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": "b2486ccc-863b-4ad0-bf09-e38e37181057", "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": [{"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": "53a374a4-78cd-46f4-be49-2ead16838a81", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "70819f39-4b8f-46ae-b151-6016cbc42a5e", "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 provided schema contains no ct.client_360 view or column-level details for broker account verification status, so the requested cohort cannot be expressed.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Schema context lists table names only with no column", "prompt_sha256": "63b73c31c369647a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1614c828e1fffa53", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1614c828e1fffa53", "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": "b2486ccc-863b-4ad0-bf09-e38e37181057", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-b2486ccc-863b-4ad0-bf09-e38e37181057", "trace_snapshot": {"job": {"job_id": "50fe8b86-ae6d-4865-962c-f016d061ce53", "optional_status": "done", "timing": {"base_persistence_ms": 4.408776760101318, "optional_ms": 68.59723571687937, "queue_ms": 0.0, "required_to_ready_ms": 8167.506163008511, "submission_ack_ms": 1.9921669736504555, "total_ms": 8238.620142452419}}}, "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_EXECUTION_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": 5956.84081595391, "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": 5953.218854963779, "feature_first_useful_ms": 5941.379868425429, "first_useful_ms": 5944.717760197818, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3036405220627785, "intent_family": "independent11:notified_without_verification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0583065450191498, "optional_ms": 81.70988503843546, "queue_ms": 0.0, "required_to_ready_ms": 5784.0339709073305, "submission_ack_ms": 2.0967302843928337, "total_ms": 5866.337726823986}, "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": "4f52ca4d-d19e-4f1f-bf2a-5cbe727ef539", "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": [{"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 `). 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": "4f52ca4d-d19e-4f1f-bf2a-5cbe727ef539", "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": [{"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": "0715be12-cc8d-4381-8560-131d6298b538", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "2bf0d6ed-9f69-495f-b1a7-84dbd8378afe", "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 requires ct.client_360 and pipedrive.* with broker-account verification logic, but the provided schema lists no columns for any table and no ct.client_360 or pipedrive tables exist in it.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Schema conta", "prompt_sha256": "850138e8095c83ba", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0624ce1db0291645", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0624ce1db0291645", "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": "4f52ca4d-d19e-4f1f-bf2a-5cbe727ef539", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-4f52ca4d-d19e-4f1f-bf2a-5cbe727ef539", "trace_snapshot": {"job": {"job_id": "676c011c-b602-4031-8d98-4dc6f2ff4a00", "optional_status": "done", "timing": {"base_persistence_ms": 1.0583065450191498, "optional_ms": 81.70988503843546, "queue_ms": 0.0, "required_to_ready_ms": 5784.0339709073305, "submission_ack_ms": 2.0967302843928337, "total_ms": 5866.337726823986}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 5860.814166255295, "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": 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": 5856.0033068060875, "feature_first_useful_ms": 5832.962105050683, "first_useful_ms": 5837.265738286078, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.262343049049377, "intent_family": "independent11:outdated_still_activated", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8449582383036613, "optional_ms": 65.48833288252354, "queue_ms": 0.0, "required_to_ready_ms": 5737.843259237707, "submission_ack_ms": 1.5297112986445427, "total_ms": 5803.747755475342}, "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": "0f213a54-fbd1-4526-a484-c114f75f250e", "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": [{"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 `). 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": {}, "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": "0f213a54-fbd1-4526-a484-c114f75f250e", "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": [{"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": "53a374a4-78cd-46f4-be49-2ead16838a81", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c67b417e-389f-44a2-8d52-8720f6c37ce9", "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": "a4ca55c35f6a7bef", "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 'the first result' (a prior query/CTE of checked IDs) which was not provided, and the referenced tables (ct.client_360, pipedrive.*, broker account verification/outdated flags) have no column details in the available schema.\",\n \"confide", "prompt_sha256": "a17558c60fe8f4e7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a17558c60fe8f4e7", "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": "error", "pivot": null, "query_id": "0f213a54-fbd1-4526-a484-c114f75f250e", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-0f213a54-fbd1-4526-a484-c114f75f250e", "trace_snapshot": {"job": {"job_id": "7797c68a-472f-4e97-b72d-a2d6b778bcbf", "optional_status": "done", "timing": {"base_persistence_ms": 0.8449582383036613, "optional_ms": 65.48833288252354, "queue_ms": 0.0, "required_to_ready_ms": 5737.843259237707, "submission_ack_ms": 1.5297112986445427, "total_ms": 5803.747755475342}}}, "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_EXECUTION_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": 4470.087590627372, "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": 4466.576113365591, "feature_first_useful_ms": 4436.29898969084, "first_useful_ms": 4439.568089321256, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.242119215428829, "intent_family": "independent11:notified_without_verification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.8278425559401512, "optional_ms": 63.51697817444801, "queue_ms": 0.0, "required_to_ready_ms": 4234.984597191215, "submission_ack_ms": 2.8259241953492165, "total_ms": 4298.994391225278}, "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": "eb36ea80-c97a-4af8-bb48-72cacf3268ea", "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": [{"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 `). 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": "eb36ea80-c97a-4af8-bb48-72cacf3268ea", "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": [{"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": "0715be12-cc8d-4381-8560-131d6298b538", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "16f276e4-2bdd-4e1b-872d-f96b8b720681", "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 a prior result set and tables (ct.client_360, broker-account verification columns) that are not present in the provided schema, so no safe SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Schema lists tables ", "prompt_sha256": "484078be7f3b1f5d", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9178a70ddea5fa9a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9178a70ddea5fa9a", "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": "eb36ea80-c97a-4af8-bb48-72cacf3268ea", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-eb36ea80-c97a-4af8-bb48-72cacf3268ea", "trace_snapshot": {"job": {"job_id": "e4f31881-a7bf-4fc5-930f-64d98ff7c750", "optional_status": "done", "timing": {"base_persistence_ms": 1.8278425559401512, "optional_ms": 63.51697817444801, "queue_ms": 0.0, "required_to_ready_ms": 4234.984597191215, "submission_ack_ms": 2.8259241953492165, "total_ms": 4298.994391225278}}}, "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_EXECUTION_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": 3883.878780528903, "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": 3881.2430016696453, "feature_first_useful_ms": 3858.545260503888, "first_useful_ms": 3860.8725890517235, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2981371730566025, "intent_family": "independent11:notified_without_verification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.444126807153225, "optional_ms": 92.82980859279633, "queue_ms": 0.0, "required_to_ready_ms": 3709.6645329147577, "submission_ack_ms": 1.4537973329424858, "total_ms": 3803.946881555021}, "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": "caf7d5e6-24b5-4b3b-abaf-3a0fd0d810b8", "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": [{"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 `). 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": "caf7d5e6-24b5-4b3b-abaf-3a0fd0d810b8", "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": [{"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": "0715be12-cc8d-4381-8560-131d6298b538", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "39ac118b-f837-4396-93ad-d598b12bc575", "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": "4db493c631a74087", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the question references 'the third result' (a prior query not provided), requires ct.client_360 which is absent from the provided schema, and no column information is available for accounts, broker_accounts, or clients.\",\n \"confidence\": \"unc", "prompt_sha256": "e0f6ce7365d90a8e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e0f6ce7365d90a8e", "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": "caf7d5e6-24b5-4b3b-abaf-3a0fd0d810b8", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-caf7d5e6-24b5-4b3b-abaf-3a0fd0d810b8", "trace_snapshot": {"job": {"job_id": "a4b9cf19-9571-4371-9830-204cc5abc294", "optional_status": "done", "timing": {"base_persistence_ms": 3.444126807153225, "optional_ms": 92.82980859279633, "queue_ms": 0.0, "required_to_ready_ms": 3709.6645329147577, "submission_ack_ms": 1.4537973329424858, "total_ms": 3803.946881555021}}}, "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_EXECUTION_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": 7292.196860536933, "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": 7289.406907744706, "feature_first_useful_ms": 7278.096528723836, "first_useful_ms": 7280.62501270324, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.499253489077091, "intent_family": "independent11:outdated_still_activated", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.4843171015381813, "optional_ms": 75.63041429966688, "queue_ms": 0.0, "required_to_ready_ms": 7050.886587239802, "submission_ack_ms": 1.3416241854429245, "total_ms": 7127.092680893838}, "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": 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": "880935c7-2afa-4db2-af9f-4eb8775c126e", "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": [{"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 `). 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": "880935c7-2afa-4db2-af9f-4eb8775c126e", "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": [{"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": "53a374a4-78cd-46f4-be49-2ead16838a81", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "ec36a7fd-8064-4100-899e-d619d8bfcad8", "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' that was not provided, references columns (broker-account membership flags, ct.client_360 fields) not present in the schema (all tables list no columns), so no safe SELECT can be generated.\",\n \"confidence\": \"unce", "prompt_sha256": "f39ac032c84c56aa", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b517733651c137ab", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b517733651c137ab", "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": "880935c7-2afa-4db2-af9f-4eb8775c126e", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-880935c7-2afa-4db2-af9f-4eb8775c126e", "trace_snapshot": {"job": {"job_id": "b9599dcd-b0a1-4d82-9a54-43ac9d5f7ec1", "optional_status": "done", "timing": {"base_persistence_ms": 3.4843171015381813, "optional_ms": 75.63041429966688, "queue_ms": 0.0, "required_to_ready_ms": 7050.886587239802, "submission_ack_ms": 1.3416241854429245, "total_ms": 7127.092680893838}}}, "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_EXECUTION_001"}, "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": 6760.696219280362, "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": 6756.859419867396, "feature_first_useful_ms": 6460.8876295387745, "first_useful_ms": 6464.474669657648, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.5517076030373573, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 83.46928749233484, "optional_ms": 79.43540252745152, "queue_ms": 0.0, "required_to_ready_ms": 6422.550464048982, "submission_ack_ms": 1.6878871247172356, "total_ms": 6508.386381901801}, "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": "1704d4f7-0486-4d70-ab4f-70639fa1ed4b", "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": [{"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). 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.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 132, "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": 125, "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": 171, "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": 162, "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": "1704d4f7-0486-4d70-ab4f-70639fa1ed4b", "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": [{"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": "29c0a0f8-ef53-4bdd-9c18-6db20ecf47b9", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "cccdef6e-659d-4c27-98f9-6c48f54d170a", "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": "c7dc27fde453fdba", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema context lists no columns for any table (including ct.client_360 and pipedrive objects), so I cannot verify column names for sell/buy currency declarations or user_id on the gold source.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No column defin", "prompt_sha256": "8295ed0805dded64", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8295ed0805dded64", "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": "1704d4f7-0486-4d70-ab4f-70639fa1ed4b", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-1704d4f7-0486-4d70-ab4f-70639fa1ed4b", "trace_snapshot": {"job": {"job_id": "09a501fe-0b4a-4d31-b79d-f705be3ae6b5", "optional_status": "done", "timing": {"base_persistence_ms": 83.46928749233484, "optional_ms": 79.43540252745152, "queue_ms": 0.0, "required_to_ready_ms": 6422.550464048982, "submission_ack_ms": 1.6878871247172356, "total_ms": 6508.386381901801}}}, "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_EXECUTION_001"}, "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": 5438.348104245961, "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": 5435.659604147077, "feature_first_useful_ms": 5418.236760422587, "first_useful_ms": 5420.59874907136, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.330438233911991, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 49.8031685128808, "optional_ms": 70.52392512559891, "queue_ms": 0.0, "required_to_ready_ms": 5226.213499903679, "submission_ack_ms": 1.6589555889368057, "total_ms": 5299.918191507459}, "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": "e6ac9eab-a6f7-44ad-8af3-97e350952d29", "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": [{"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": "e6ac9eab-a6f7-44ad-8af3-97e350952d29", "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": [{"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": "29c0a0f8-ef53-4bdd-9c18-6db20ecf47b9", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "de6a74ca-5181-4ee2-8e1c-c4e549e44e6f", "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 cannot be satisfied: the provided schema lists no columns for any table, and ct.client_360 is not present, so the 'declared currency on sell and buy sides' condition and the gold projection fields cannot be mapped to real columns.\",\n \"confidence\"", "prompt_sha256": "d6f048be51c440d2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c41f86e1714e5846", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c41f86e1714e5846", "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": "e6ac9eab-a6f7-44ad-8af3-97e350952d29", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-e6ac9eab-a6f7-44ad-8af3-97e350952d29", "trace_snapshot": {"job": {"job_id": "6438fba8-e9fb-4840-a2e2-64d58cfe073b", "optional_status": "done", "timing": {"base_persistence_ms": 49.8031685128808, "optional_ms": 70.52392512559891, "queue_ms": 0.0, "required_to_ready_ms": 5226.213499903679, "submission_ack_ms": 1.6589555889368057, "total_ms": 5299.918191507459}}}, "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_EXECUTION_001"}, "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": 13963.706087321043, "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": 13955.39834909141, "feature_first_useful_ms": 13311.30885798484, "first_useful_ms": 13319.2501636222, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 7.849252782762051, "intent_family": "independent11:multi_broker_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.496873028576374, "optional_ms": 69.07927710562944, "queue_ms": 0.0, "required_to_ready_ms": 13147.242608480155, "submission_ack_ms": 2.3698797449469566, "total_ms": 13278.827041387558}, "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": "65781903-60d3-4623-b841-aab4334655c2", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "65781903-60d3-4623-b841-aab4334655c2", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "a7e749ec-aef2-4a9d-8d51-78962d582671", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT ba.user_id AS user_id, NULL::integer AS pipedrive_person_id FROM public.broker_accounts ba WHERE ba.verified_at IS NOT NULL AND ba.broker_id IS NOT NULL GROUP BY ba.user_id HAVING COUNT(DISTINCT ba.broker_id) >= 2 ORDER BY 1"}, {"source": "gold", "sql": "SELECT c.user_id FROM ct.client_360 c WHERE c.broker_verified = true GROUP BY c.user_id HAVING COUNT(DISTINCT c.broker_id) >= 2 ORDER BY c.user_id ASC"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "de0b6821-2ff7-4af2-932b-a0821934f08c", "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": "adfe3acdd0c627d0", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d411bfdfc0ee9a93", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "76b6b9da7eaeea92", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "76b6b9da7eaeea92", "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": "65781903-60d3-4623-b841-aab4334655c2", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-65781903-60d3-4623-b841-aab4334655c2", "trace_snapshot": {"job": {"job_id": "69c55ba1-c29e-4906-acb1-bf0e091080ff", "optional_status": "done", "timing": {"base_persistence_ms": 2.496873028576374, "optional_ms": 69.07927710562944, "queue_ms": 0.0, "required_to_ready_ms": 13147.242608480155, "submission_ack_ms": 2.3698797449469566, "total_ms": 13278.827041387558}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:private_declared_currency_overlap:t3:base:repeat1", "case_id": "independent11:private_declared_currency_overlap:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6102.683466859162, "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": 6099.906982854009, "feature_first_useful_ms": 5789.694885723293, "first_useful_ms": 5792.252282612026, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5198841467499733, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.391347497701645, "optional_ms": 1060.0426346063614, "queue_ms": 0.0, "required_to_ready_ms": 4686.765003949404, "submission_ack_ms": 6.936592981219292, "total_ms": 5747.2183117643}, "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": "edf7461c-df13-432a-b3a5-9119a8068149", "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": [{"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": 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.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 180, "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": 173, "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": "edf7461c-df13-432a-b3a5-9119a8068149", "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": [{"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": "29c0a0f8-ef53-4bdd-9c18-6db20ecf47b9", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "cd0e6225-3760-479c-8189-e884389d800b", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request references prior-result IDs, a buy/sell currency-declaration predicate, and tables (ct.client_360, pipedrive.*) that are not present in the provided schema (all listed tables have no columns), so no valid query can be generated.\",\n \"confidence\": ", "prompt_sha256": "2b6a96a8dc215a38", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d4438f52ca400daf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d4438f52ca400daf", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the private CT client records who declared at least one currency on both the sell and buy sides 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": "edf7461c-df13-432a-b3a5-9119a8068149", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-edf7461c-df13-432a-b3a5-9119a8068149", "trace_snapshot": {"job": {"job_id": "aa195b0b-b665-4807-ae9a-3fa2cafe7218", "optional_status": "done", "timing": {"base_persistence_ms": 1.391347497701645, "optional_ms": 1060.0426346063614, "queue_ms": 0.0, "required_to_ready_ms": 4686.765003949404, "submission_ack_ms": 6.936592981219292, "total_ms": 5747.2183117643}}}, "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_EXECUTION_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": 5508.168458938599, "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": 5505.475818179548, "feature_first_useful_ms": 5470.380559563637, "first_useful_ms": 5472.8411026299, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4146512150764465, "intent_family": "independent11:multi_broker_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.133452825248241, "optional_ms": 67.46394466608763, "queue_ms": 0.0, "required_to_ready_ms": 5157.948749139905, "submission_ack_ms": 1.6783969476819038, "total_ms": 5226.271511055529}, "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": "adb765ce-05f9-49ef-a948-7fd82d969c3a", "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": [{"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 `). 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": "adb765ce-05f9-49ef-a948-7fd82d969c3a", "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": [{"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": "a7e749ec-aef2-4a9d-8d51-78962d582671", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "21b8087a-5242-4614-801a-f5f9c85ad5d0", "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": "77c3e967dc71fc0a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request references ct.client_360 and a prior 'first checked result' with verified broker columns, but none of these tables/columns exist in the provided schema (all tables list no columns), so no valid SELECT can be generated.\",\n \"confidence\": \"uncertain", "prompt_sha256": "a6f2280e588d5ff9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a6f2280e588d5ff9", "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": "adb765ce-05f9-49ef-a948-7fd82d969c3a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-adb765ce-05f9-49ef-a948-7fd82d969c3a", "trace_snapshot": {"job": {"job_id": "213069a8-2dde-479b-9521-bf6bdf8c1164", "optional_status": "done", "timing": {"base_persistence_ms": 5.133452825248241, "optional_ms": 67.46394466608763, "queue_ms": 0.0, "required_to_ready_ms": 5157.948749139905, "submission_ack_ms": 1.6783969476819038, "total_ms": 5226.271511055529}}}, "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_EXECUTION_001"}, "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": 5950.545661151409, "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": 5947.966923005879, "feature_first_useful_ms": 5642.693417146802, "first_useful_ms": 5644.738025963306, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0173881202936172, "intent_family": "independent11:private_declared_currency_overlap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0352544486522675, "optional_ms": 82.31434226036072, "queue_ms": 0.0, "required_to_ready_ms": 5456.729476340115, "submission_ack_ms": 3.545718267560005, "total_ms": 5539.468083530664}, "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": "6ed8f954-2abd-4075-94fe-62facb8bf60f", "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": [{"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). 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"}], "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": "6ed8f954-2abd-4075-94fe-62facb8bf60f", "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": [{"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": "29c0a0f8-ef53-4bdd-9c18-6db20ecf47b9", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "e048aa58-991c-46b4-8e52-d2c8d286d364", "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 references ct.client_360, pipedrive.* tables, and a prior 'third result' that do not exist in the provided schema (all tables list no columns), so no SQL can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Referenced tables (ct.client", "prompt_sha256": "63ea5f8dda6ded6f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "cc1edb5fa0f1bec8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "cc1edb5fa0f1bec8", "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": "6ed8f954-2abd-4075-94fe-62facb8bf60f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-6ed8f954-2abd-4075-94fe-62facb8bf60f", "trace_snapshot": {"job": {"job_id": "0bd022e4-4d83-4f28-996f-32028c398774", "optional_status": "done", "timing": {"base_persistence_ms": 1.0352544486522675, "optional_ms": 82.31434226036072, "queue_ms": 0.0, "required_to_ready_ms": 5456.729476340115, "submission_ack_ms": 3.545718267560005, "total_ms": 5539.468083530664}}}, "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_EXECUTION_001"}, "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": 8519.001950509846, "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": 8515.65376482904, "feature_first_useful_ms": 8488.433581776917, "first_useful_ms": 8491.528747603297, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0753742903470993, "intent_family": "independent11:multi_broker_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.219763584434986, "optional_ms": 65.33887423574924, "queue_ms": 0.0, "required_to_ready_ms": 8324.250082485378, "submission_ack_ms": 4.5688338577747345, "total_ms": 8390.375042334199}, "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": "32dc28db-2376-4a34-b4c9-ff1595d050df", "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": [{"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 `). 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": "32dc28db-2376-4a34-b4c9-ff1595d050df", "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": [{"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": "a7e749ec-aef2-4a9d-8d51-78962d582671", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "bb4e1c9b-9bdf-4af4-91d5-13c8ec3d1513", "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\": \"This request depends on a prior result ('the first result') and columns (e.g. ct.client_360 verified-broker flags) that are not present in the provided schema, so I cannot construct a valid query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No prior-result", "prompt_sha256": "245f7bea6376289f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1cf4acdc0f061a17", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1cf4acdc0f061a17", "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": "32dc28db-2376-4a34-b4c9-ff1595d050df", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-32dc28db-2376-4a34-b4c9-ff1595d050df", "trace_snapshot": {"job": {"job_id": "7b686fc3-e22f-47ed-bcc4-2d84c87bda0d", "optional_status": "done", "timing": {"base_persistence_ms": 2.219763584434986, "optional_ms": 65.33887423574924, "queue_ms": 0.0, "required_to_ready_ms": 8324.250082485378, "submission_ack_ms": 4.5688338577747345, "total_ms": 8390.375042334199}}}, "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_EXECUTION_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": 5318.05631890893, "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": 5314.904413186014, "feature_first_useful_ms": 5303.22272144258, "first_useful_ms": 5305.9338023886085, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.684401348233223, "intent_family": "independent11:multi_broker_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.066114753484726, "optional_ms": 63.57987504452467, "queue_ms": 0.0, "required_to_ready_ms": 5115.716193802655, "submission_ack_ms": 1.4367280527949333, "total_ms": 5179.789024405181}, "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": "fa8ab238-fcf3-4231-aa09-22f5e6e4d430", "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": [{"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 `). 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": "fa8ab238-fcf3-4231-aa09-22f5e6e4d430", "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": [{"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": "a7e749ec-aef2-4a9d-8d51-78962d582671", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "08fa14fa-b327-4060-bbb5-afaf93caacf5", "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 an unavailable prior result ('the third result') and requires tables (ct.client_360, pipedrive.*) not present in the provided schema, which lists no columns for any table.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No prior multi-re", "prompt_sha256": "1944787798e7548e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4706a7ca3b7818a4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4706a7ca3b7818a4", "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": "fa8ab238-fcf3-4231-aa09-22f5e6e4d430", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-fa8ab238-fcf3-4231-aa09-22f5e6e4d430", "trace_snapshot": {"job": {"job_id": "2d1c03a0-6ec9-4ba6-8883-2494c2ce4def", "optional_status": "done", "timing": {"base_persistence_ms": 1.066114753484726, "optional_ms": 63.57987504452467, "queue_ms": 0.0, "required_to_ready_ms": 5115.716193802655, "submission_ack_ms": 1.4367280527949333, "total_ms": 5179.789024405181}}}, "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_EXECUTION_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": 12043.900369666517, "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": 12038.418794982135, "feature_first_useful_ms": 6657.3813101276755, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 6662.413438782096, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.987877793610096, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.039564609527588, "first_useful_ms": 6592.30952616781, "optional_ms": 5101.063889451325, "queue_ms": 0.0, "required_to_ready_ms": 6592.30952616781, "submission_ack_ms": 1.9106445834040642, "total_ms": 11693.85083205998}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "4 fully registered corporate CT clients (cfx (corporate)) have no non-deleted, non-closed bookings", "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": "6956e117-f25e-47c6-98d1-6bf72bc379c7", "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": [{"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"], "title": "List every distinct corporate CT client records wi...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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:e39b930e085b5429", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "6956e117-f25e-47c6-98d1-6bf72bc379c7", "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": [{"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": "595de0e4-e392-4844-9b7c-5c6f753ce5aa", "cost_estimate": {"cost_level": "low", "dollars_estimate": 6e-06, "estimated_rows": 2, "ms_estimate": 0.30000000000000004, "rows": 2, "total_cost": 15.45}, "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_message": null, "error_type": null, "execution_time_ms": 58.72058216482401, "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 a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND 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.status <> 'closed' AND tb.deleted_at IS NULL) 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 a.role = 'User'\n AND NOT a.skip_commission_calculations IS TRUE\n AND 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.status <> 'closed' AND tb.deleted_at IS NULL\n )\nORDER BY\n 1 ASC\nLIMIT 10000", "id": "736a9a6d-adcc-4692-8374-ee83984d3c32", "insight_assumptions": ["'Corporate' means type is not null and not PersonalAccount, per the SQL filter", "Commission-calculation-skipped accounts (skip_commission_calculations = TRUE) are excluded", "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": ["When did each of these 4 clients complete registration, and who is the responsible account manager?", "Do any of these 4 have bookings that were deleted or closed, versus never having booked at all?"], "insight_headline": "4 fully registered corporate CT clients (cfx (corporate)) have no non-deleted, non-closed bookings", "insight_notes": ["All 4 rows share the same client type, cfx (corporate), so this is a single segment rather than a mix", "The count is the complete list \u2014 rows returned matches the sample, capped at 10,000 but well under it", "These are registered but dormant clients worth reviewing for onboarding follow-up"], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2105f1be531ebe6e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2105f1be531ebe6e", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct corporate CT client records with completed registration who have no non-deleted, non-closed booking. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "pivot": null, "query_id": "6956e117-f25e-47c6-98d1-6bf72bc379c7", "row_count": 4, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads accounts joined to clients by matching clients.user_id to accounts.id.", "Keeps only rows where the account role is 'User', skip_commission_calculations is not true, client type is not null and not 'PersonalAccount', and completed_registration_at is not null.", "Excludes any account that has a trade_bookings row with the same user_id where status is not 'closed' and deleted_at is null \u2014 i.e., accounts must have no open, non-deleted booking.", "Returns the account id as user_id, sorted ascending, limited to 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Finds account IDs that are 'User' role clients with a non-null, non-personal type and a completed registration, and that have no trade booking that is both not closed and not deleted.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6006a51a3101126421497dfbde1", "trace_snapshot": {"child_trace_ids": ["7696f6005d2c096550dd44c981f91d66"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6006a51a3101126421497dfbde1", "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": "97c64fb8-eada-4ecc-bcf9-3d8061be517d", "optional_status": "done", "timing": {"base_persistence_ms": 1.039564609527588, "first_useful_ms": 6592.30952616781, "optional_ms": 5101.063889451325, "queue_ms": 0.0, "required_to_ready_ms": 6592.30952616781, "submission_ack_ms": 1.9106445834040642, "total_ms": 11693.85083205998}}, "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": 4.9, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 58.72, "validate_ms": 0.0}, "trace_id": "7696f6006a51a3101126421497dfbde1", "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": 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": 11232.99396969378, "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": 11229.934497736394, "feature_first_useful_ms": 6284.66122969985, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6286.984467878938, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.293766476213932, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.0011975690722466, "first_useful_ms": 5982.710801996291, "optional_ms": 5170.936751179397, "queue_ms": 0.0, "required_to_ready_ms": 5982.710801996291, "submission_ack_ms": 1.5691425651311874, "total_ms": 11155.378411523998}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "4 corporate CT clients with completed registration have no non-deleted, non-closed bookings", "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": "02bd05dd-26de-4733-afa6-cd807789756e", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:25b81c5080f00539", "key_column": "id", "key_count": 4, "keys": ["11016", "11032", "11048", "11064"], "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, "unit": null, "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": "02bd05dd-26de-4733-afa6-cd807789756e", "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": [{"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": "595de0e4-e392-4844-9b7c-5c6f753ce5aa", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 15.46}, "created_at": "2026-09-06T12:00:00Z", "data": [[4]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 65.88506419211626, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COALESCE(COUNT(DISTINCT a.id), 0) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND 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.status <> 'closed' AND tb.deleted_at IS NULL)", "generated_sql_pretty": "SELECT\n COALESCE(COUNT(DISTINCT a.id), 0) AS client_count\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 a.skip_commission_calculations IS TRUE\n AND 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.status <> 'closed' AND tb.deleted_at IS NULL\n )", "id": "6dab9438-41fd-4c81-b9b7-a0292e27ec47", "insight_assumptions": ["Corporate defined as client type being non-null and not 'PersonalAccount'", "Excludes accounts with skip_commission_calculations set to true and roles other than 'User'", "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": ["List the 4 clients with their names, account IDs and registration dates", "How many of these 4 have never had any booking at all, including closed or deleted ones?"], "insight_headline": "4 corporate CT clients with completed registration have no non-deleted, non-closed bookings", "insight_notes": ["The zero-booking check excludes only closed and deleted bookings, so clients whose bookings are all closed still count towards the 4.", "Count is of distinct accounts, so each client is counted once."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "530ef5fbe09233d3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "530ef5fbe09233d3", "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.", "pivot": null, "query_id": "02bd05dd-26de-4733-afa6-cd807789756e", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Joins accounts to clients on clients.user_id = accounts.id, so only accounts with a matching client row count.", "Keeps only accounts where role = 'User' and skip_commission_calculations is not true.", "Requires the client's type to be filled in and not equal to 'PersonalAccount'.", "Requires completed_registration_at to be filled in.", "Excludes any account that has at least one trade booking with status other than 'closed' and no deleted_at timestamp.", "Counts the distinct account IDs; if the result is empty, COALESCE returns 0 as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct account IDs for corporate, fully registered clients with no active (non-closed, non-deleted) trade bookings, returning zero if none match.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6004200b75f30aa47388398c8ba", "trace_snapshot": {"child_trace_ids": ["7696f6002f00bedb0de64c25bb70090a"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004200b75f30aa47388398c8ba", "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": "b6c367b7-1406-4ae2-a0db-3260dc177b87", "optional_status": "done", "timing": {"base_persistence_ms": 5.0011975690722466, "first_useful_ms": 5982.710801996291, "optional_ms": 5170.936751179397, "queue_ms": 0.0, "required_to_ready_ms": 5982.710801996291, "submission_ack_ms": 1.5691425651311874, "total_ms": 11155.378411523998}}, "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": 4.43, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 65.89, "validate_ms": 0.0}, "trace_id": "7696f6004200b75f30aa47388398c8ba", "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 8", "client_type": "unknown", "user_id": 11008}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 44", "client_type": "unknown", "user_id": 11044}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 62", "client_type": "unknown", "user_id": 11062}], "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": 19219.180311076343, "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": 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": 19215.62091074884, "feature_first_useful_ms": 14483.945668675005, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 14487.036452628672, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.059673123061657, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.4132270589470863, "first_useful_ms": 14419.437191449106, "optional_ms": 4617.489411495626, "queue_ms": 0.0, "required_to_ready_ms": 14419.437191449106, "submission_ack_ms": 1.8189921975135803, "total_ms": 19037.769651040435}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "6 results \u2014 first client: Fictional Company 8", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["8"]}, "outcome": "silent_wrong", "parent_case_id": null, "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": "2ea774b6-7a92-48c0-91c2-e72c56c0ff13", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": ["client"], "title": "List every distinct CT client records whose client...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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": {"__cohort_keys__": {"derivation": "", "derived_columns": ["user_id", "client", "client_type"], "key_column": "user_id", "key_count": 6, "keys": ["11008", "11026", "11035", "11044", "11053", "11062"], "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, "unit": null, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "2ea774b6-7a92-48c0-91c2-e72c56c0ff13", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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: 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": "7cdab4ab-758f-4fc6-96cd-84d64ff1440c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11008, "Fictional Company 8", "unknown"], [11026, "Fictional Company 26", "unknown"], [11035, "Fictional Company 35", "unknown"], [11044, "Fictional Company 44", "unknown"], [11053, "Fictional Company 53", "unknown"], [11062, "Fictional Company 62", "unknown"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 6427.586636506021, "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", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 6, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT COALESCE(c.user_id, pe.id) AS user_id FROM ct.client_360 AS c LEFT JOIN pipedrive.persons_enriched AS pe ON pe.id = c.user_id WHERE (c.client_type IS NULL OR 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 LIMIT 10000", "trace_id": "7696f600fe010fbf05764981b62612cd", "was_truncated": false}, {"confidence_level": "medium", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 6, "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 a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND (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 1 ASC LIMIT 10000", "trace_id": "7696f6003577bd9767ad4933afc4c4fb", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "a0996aa5-da87-4196-a198-59ddeb876462", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "6 results \u2014 first client: Fictional Company 8", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "acef4a5761191dbf", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a88700c96fadaf1e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "2a7d77a8a2fd8044", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2a7d77a8a2fd8044", "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.", "pivot": null, "query_id": "2ea774b6-7a92-48c0-91c2-e72c56c0ff13", "row_count": 6, "shorthands_applied": [], "sql_explanation": {"bullets": [], "model": "glm-5.2", "provider": "zai", "summary": "Two queries each find distinct client identifiers of a given client type who hold at least one broker account, one from Gold/Pipedrive via client_360 joined to persons and accounts, the other from CT Ledger via clients and accounts joined to broker_accounts; both return user_id ascending, and the merged answer matches\u2026", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6005d35b0149fb74162949a43ed", "trace_snapshot": {"child_trace_ids": ["7696f6009e6a96f1e1fd457b8fa18f30", "7696f6003577bd9767ad4933afc4c4fb", "7696f600fe010fbf05764981b62612cd"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6005d35b0149fb74162949a43ed", "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": "2ef61094-6ec5-4552-851c-ac43b064c16e", "optional_status": "done", "timing": {"base_persistence_ms": 1.4132270589470863, "first_useful_ms": 14419.437191449106, "optional_ms": 4617.489411495626, "queue_ms": 0.0, "required_to_ready_ms": 14419.437191449106, "submission_ack_ms": 1.8189921975135803, "total_ms": 19037.769651040435}}, "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": 5.6, "parse_ms": 0.0, "required_checks_ms": 11.65, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 6427.59, "validate_ms": 0.0}, "trace_id": "7696f6005d35b0149fb74162949a43ed", "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": 4837.858435697854, "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": 4834.160370752215, "feature_first_useful_ms": 4821.811804547906, "first_useful_ms": 4825.201530009508, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3533433452248573, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3759471476078033, "optional_ms": 62.173452228307724, "queue_ms": 0.0, "required_to_ready_ms": 4687.637352384627, "submission_ack_ms": 5.334848538041115, "total_ms": 4750.269699841738}, "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": 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": "56e2fea8-cabe-4c2a-8403-e1fb25a6b816", "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": [{"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": "56e2fea8-cabe-4c2a-8403-e1fb25a6b816", "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": [{"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": "7cdab4ab-758f-4fc6-96cd-84d64ff1440c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "9f2c4923-4c3f-4f56-994c-5c79cfff43e4", "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": "40823fb13e3d58c7", "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 undefined prior result ('the first checked result'), a client_type/broker-account relationship on ct.client_360, and none of the provided tables expose any column metadata, so no safe SELECT can be built.\",\n \"confidence\": \"uncertain", "prompt_sha256": "5aadc787b3dd9d46", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5aadc787b3dd9d46", "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": "56e2fea8-cabe-4c2a-8403-e1fb25a6b816", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-56e2fea8-cabe-4c2a-8403-e1fb25a6b816", "trace_snapshot": {"job": {"job_id": "ccc06cc3-37d5-4aae-943c-06ff53234eb1", "optional_status": "done", "timing": {"base_persistence_ms": 1.3759471476078033, "optional_ms": 62.173452228307724, "queue_ms": 0.0, "required_to_ready_ms": 4687.637352384627, "submission_ack_ms": 5.334848538041115, "total_ms": 4750.269699841738}}}, "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_EXECUTION_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}, {"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": 16151.50271449238, "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": 16148.334006778896, "feature_first_useful_ms": 11343.762098811567, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 11346.24265320599, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.439972013235092, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9980136528611183, "first_useful_ms": 11237.146083265543, "optional_ms": 4688.3995877578855, "queue_ms": 0.0, "required_to_ready_ms": 11237.146083265543, "submission_ack_ms": 3.7076547741889954, "total_ms": 15926.208063028753}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "All 4 distinct users (11016, 11032, 11048, 11064) appear in both checked sets, confirming the two result sets match exactly.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["4"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:corporate_registration_without_trade: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": "a8cd2777-324f-4e3c-9c39-141fc1720d30", "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": [{"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"], "title": "Show the same checked IDs for the corporate CT cli...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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. 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": 47, "system": "CT", "text": "client"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 188, "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": 181, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:7d44bf17f77b3104", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "a8cd2777-324f-4e3c-9c39-141fc1720d30", "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": [{"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": "595de0e4-e392-4844-9b7c-5c6f753ce5aa", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.4999999999999999e-05, "estimated_rows": 4, "ms_estimate": 0.75, "rows": 4, "total_cost": 31.0}, "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)"], [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_message": null, "error_type": null, "execution_time_ms": 84.60408542305231, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT user_id FROM (SELECT a.id AS user_id, 1 AS set_no FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND 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.status <> 'closed' AND tb.deleted_at IS NULL) UNION ALL SELECT a.id AS user_id, 2 AS set_no FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND 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.status <> 'closed' AND tb.deleted_at IS NULL)) AS u ORDER BY u.set_no ASC, CASE WHEN u.set_no = 1 THEN u.user_id ELSE -u.user_id END ASC LIMIT 10000", "generated_sql_pretty": "SELECT\n user_id\nFROM (\n SELECT\n a.id AS user_id,\n 1 AS set_no\n FROM public.accounts AS a\n JOIN public.clients AS c\n ON c.user_id = a.id\n WHERE\n a.role = 'User'\n AND NOT a.skip_commission_calculations IS TRUE\n AND 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.status <> 'closed' AND tb.deleted_at IS NULL\n )\n UNION ALL\n SELECT\n a.id AS user_id,\n 2 AS set_no\n FROM public.accounts AS a\n JOIN public.clients AS c\n ON c.user_id = a.id\n WHERE\n a.role = 'User'\n AND NOT a.skip_commission_calculations IS TRUE\n AND 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.status <> 'closed' AND tb.deleted_at IS NULL\n )\n) AS u\nORDER BY\n u.set_no ASC,\n CASE WHEN u.set_no = 1 THEN u.user_id ELSE -u.user_id END ASC\nLIMIT 10000", "id": "6b2dcea2-918c-49ca-b3fd-ec60166ade34", "insight_assumptions": ["Corporate CT means client type is not null and not PersonalAccount, with completed_registration_at set.", "'No booking' means no non-deleted trade_booking with a status other than closed, and excludes accounts flagged skip_commission_calculations.", "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": "All 4 distinct users (11016, 11032, 11048, 11064) appear in both checked sets, confirming the two result sets match exactly.", "insight_notes": ["The 8 rows are 4 user_ids each returned twice \u2014 one row per set in the union \u2014 so the two original queries agree on every member.", "All rows share client_type cfx (corporate); each user_id maps to one client (Fictional Company 16, Fictional Company 32, Fictional Company 48, Fictional Company 64)."], "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "152943a3929b40f0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "152943a3929b40f0", "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.", "pivot": null, "query_id": "a8cd2777-324f-4e3c-9c39-141fc1720d30", "row_count": 8, "shorthands_applied": [], "sql_explanation": {"bullets": ["Each row of accounts is matched to clients by user_id, keeping only accounts with role 'User' and where skip_commission_calculations is not true.", "Client rows are kept only if type is not null and not 'PersonalAccount', and completed_registration_at is not null.", "For each such account, a lookup in trade_bookings excludes the account if any booking exists for it with status other than 'closed' and deleted_at null.", "This same selection is produced twice, tagged set_no 1 and set_no 2, and combined one after the other.", "Results are sorted by set_no first; within set_no 1 by ascending user_id, within set_no 2 by the negated user_id (so descending user_id order).", "Only the user_id column is output, capped at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Lists user IDs of 'User' role accounts joined to non-personal clients with completed registration and no active bookings, duplicated as two identical sets, with the second set ordered by descending user ID, limited to 10,000 rows.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600833ecc86448e4557b1f3915c", "trace_snapshot": {"child_trace_ids": ["7696f600a5f7828285d74575a931f383"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600833ecc86448e4557b1f3915c", "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": "1cc1a288-6c0f-490d-9611-088bccbe9f16", "optional_status": "done", "timing": {"base_persistence_ms": 0.9980136528611183, "first_useful_ms": 11237.146083265543, "optional_ms": 4688.3995877578855, "queue_ms": 0.0, "required_to_ready_ms": 11237.146083265543, "submission_ack_ms": 3.7076547741889954, "total_ms": 15926.208063028753}}, "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": 9.15, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 84.6, "validate_ms": 0.0}, "trace_id": "7696f600833ecc86448e4557b1f3915c", "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": 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": 9036.336729303002, "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": 9033.348148688674, "feature_first_useful_ms": 4751.895626075566, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4754.204833880067, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.28117685765028, "intent_family": "independent11:corporate_registration_without_trade", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.6704091578722, "first_useful_ms": 4664.752033539116, "optional_ms": 4115.235025063157, "queue_ms": 0.0, "required_to_ready_ms": 4664.752033539116, "submission_ack_ms": 1.9137747585773468, "total_ms": 8781.2085384503}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "4 corporate CT clients with completed registration have no non-deleted, non-closed booking membership.", "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": "a45f4708-5af6-41d5-bdc5-acc3bd56c467", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:25b81c5080f00539", "key_column": "id", "key_count": 4, "keys": ["11016", "11032", "11048", "11064"], "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, "unit": null, "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": "a45f4708-5af6-41d5-bdc5-acc3bd56c467", "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": [{"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": "595de0e4-e392-4844-9b7c-5c6f753ce5aa", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 15.46}, "created_at": "2026-09-06T12:00:00Z", "data": [[4]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 51.75628233700991, "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 a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND 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.status <> 'closed' AND tb.deleted_at IS 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 a.role = 'User'\n AND NOT a.skip_commission_calculations IS TRUE\n AND 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.status <> 'closed' AND tb.deleted_at IS NULL\n )", "id": "37b827b3-27bc-40df-bc24-a7341f741462", "insight_assumptions": ["Corporate CT means client type is non-null and not 'PersonalAccount'", "Commission calculations excluded accounts with skip_commission_calculations set to true", "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": ["Which 4 clients are these \u2014 list their IDs and names?"], "insight_headline": "4 corporate CT clients with completed registration have no non-deleted, non-closed booking membership.", "insight_notes": ["The NOT EXISTS check excludes closed bookings only by status and deleted bookings by deleted_at \u2014 bookings in any other status (e.g. awaiting_funds) still count as membership."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a059a2611b24c5d9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a059a2611b24c5d9", "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.", "pivot": null, "query_id": "a45f4708-5af6-41d5-bdc5-acc3bd56c467", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads accounts joined to clients by matching clients.user_id to accounts.id, keeping only rows where both sides match.", "Keeps only accounts where role = 'User', skip_commission_calculations is not TRUE, the client type is filled in and is not 'PersonalAccount', and completed_registration_at is filled in.", "Excludes any account that has a row in trade_bookings with the same user_id where status is not 'closed' and deleted_at is empty (i.e., must have no such booking).", "Returns the count of distinct remaining account IDs as client_count; if none remain, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct account IDs that are regular user accounts with non-personal client records, completed registration, commission calculations not skipped, and no active (non-closed, non-deleted) trade booking.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600214e65284ff64adcacfc2296", "trace_snapshot": {"child_trace_ids": ["7696f6002f29ce2ea9a0462a9f6b90be"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600214e65284ff64adcacfc2296", "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": "9a9fa6e1-48c1-4388-bbb8-b462c08dec20", "optional_status": "done", "timing": {"base_persistence_ms": 2.6704091578722, "first_useful_ms": 4664.752033539116, "optional_ms": 4115.235025063157, "queue_ms": 0.0, "required_to_ready_ms": 4664.752033539116, "submission_ack_ms": 1.9137747585773468, "total_ms": 8781.2085384503}}, "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": 4.94, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 51.76, "validate_ms": 0.0}, "trace_id": "7696f600214e65284ff64adcacfc2296", "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 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": 17320.971563458443, "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": 17318.25335137546, "feature_first_useful_ms": 12898.9715911448, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 12901.227877475321, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2265948355197906, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.079655140638351, "first_useful_ms": 12597.777621820569, "optional_ms": 4537.565641105175, "queue_ms": 0.0, "required_to_ready_ms": 12597.777621820569, "submission_ack_ms": 1.685597002506256, "total_ms": 17135.952812619507}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "6 results \u2014 first client: Fictional Company 62", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["62"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:unknown_sti_with_broker:t1", "parent_succeeded": true, "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": "5eaf5a6a-f32d-4e2f-b754-eee60a390446", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": ["client"], "title": "Show the same checked IDs for the CT client record...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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": "", "derived_columns": ["user_id", "client", "client_type"], "key_column": "user_id", "key_count": 6, "keys": ["11062", "11053", "11044", "11035", "11026", "11008"], "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, "unit": null, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "5eaf5a6a-f32d-4e2f-b754-eee60a390446", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "7cdab4ab-758f-4fc6-96cd-84d64ff1440c", "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_message": null, "error_type": null, "execution_time_ms": 6503.934761509299, "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", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 6, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 WHERE COALESCE(client_type, '') = '' AND EXISTS(SELECT 1 FROM ct.accounts AS a WHERE a.user_id = ct.client_360.user_id) GROUP BY 1 ORDER BY 1 DESC LIMIT 10000", "trace_id": "7696f600c757476cf9f34683b842b7b3", "was_truncated": false}, {"confidence_level": "medium", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 6, "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 a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND c.type IS NULL AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id) ORDER BY a.id DESC NULLS LAST LIMIT 10000", "trace_id": "7696f600dc63d8aa082248b49b17e481", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "fb6f37ff-f562-4b2c-aa7a-f25dae608b2d", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "6 results \u2014 first client: Fictional Company 62", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8d403fa4e972c34a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "290574031082e9f1", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "447fd66b2d452b19", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "447fd66b2d452b19", "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.", "pivot": null, "query_id": "5eaf5a6a-f32d-4e2f-b754-eee60a390446", "row_count": 6, "shorthands_applied": [], "sql_explanation": {"bullets": ["[Gold / Pipedrive] Reads ct.client_360, keeping rows where client_type is empty or missing (COALESCE(client_type,'')='') and where a matching row exists in ct.accounts on user_id.", "[Gold / Pipedrive] Groups by user_id, orders them descending, and keeps at most 10000.", "[CT Ledger] Joins public.accounts to public.clients on client's user_id matching the account id.", "[CT Ledger] Keeps accounts with role 'User', where skip_commission_calculations is not true, where the client's type is missing (excluded when set), and where at least one public.broker_accounts row exists for that user.", "[CT Ledger] Orders by account id descending (nulls last) and keeps at most 10000.", "Both halves are merged by matching user_id, and only user_id is shown."], "model": "glm-5.2", "provider": "zai", "summary": "Both sources list user IDs of CT client records with an unset client type that have at least one broker account, merged per user, sorted by user_id descending, showing only user_id.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600841baf2a9e864cc184f08176", "trace_snapshot": {"child_trace_ids": ["7696f6008c9613952a9249ee992ed4a9", "7696f600dc63d8aa082248b49b17e481", "7696f600c757476cf9f34683b842b7b3"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600841baf2a9e864cc184f08176", "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": "423c51f5-4d01-4367-b443-3cf3fdfc5ceb", "optional_status": "done", "timing": {"base_persistence_ms": 6.079655140638351, "first_useful_ms": 12597.777621820569, "optional_ms": 4537.565641105175, "queue_ms": 0.0, "required_to_ready_ms": 12597.777621820569, "submission_ack_ms": 1.685597002506256, "total_ms": 17135.952812619507}}, "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": 2.96, "parse_ms": 0.0, "required_checks_ms": 6.85, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 6503.93, "validate_ms": 0.0}, "trace_id": "7696f600841baf2a9e864cc184f08176", "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": 5048.9657782018185, "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": 5046.66263051331, "feature_first_useful_ms": 5035.482854582369, "first_useful_ms": 5037.511462345719, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0016171038150787, "intent_family": "independent11:unknown_sti_with_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.353363834321499, "optional_ms": 84.9752826616168, "queue_ms": 0.0, "required_to_ready_ms": 4750.170802697539, "submission_ack_ms": 1.45821925252676, "total_ms": 4836.356696672738}, "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": "dea628bc-96e7-4674-b3d4-1bb6e9728600", "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": [{"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": "dea628bc-96e7-4674-b3d4-1bb6e9728600", "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": [{"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": "7cdab4ab-758f-4fc6-96cd-84d64ff1440c", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "dc9b344a-3d1a-485c-842a-2900be3132cc", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the request depends on a 'third result' not provided here, and the required ct.client_360 view with columns (user_id, client_type) is not defined in the available schema.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"The referenced 'thi", "prompt_sha256": "3588dc39073943c4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f95bddd24529726d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f95bddd24529726d", "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": "dea628bc-96e7-4674-b3d4-1bb6e9728600", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-dea628bc-96e7-4674-b3d4-1bb6e9728600", "trace_snapshot": {"job": {"job_id": "80a7ca6e-b0cf-4185-962d-5fce8b9ff0da", "optional_status": "done", "timing": {"base_persistence_ms": 3.353363834321499, "optional_ms": 84.9752826616168, "queue_ms": 0.0, "required_to_ready_ms": 4750.170802697539, "submission_ack_ms": 1.45821925252676, "total_ms": 4836.356696672738}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 20587.279614061117, "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": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 20583.096012473106, "feature_first_useful_ms": 20560.52382197231, "first_useful_ms": 20564.43087477237, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.877631388604641, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.495757468044758, "optional_ms": 61.305356211960316, "queue_ms": 0.0, "required_to_ready_ms": 20349.6755938977, "submission_ack_ms": 1.7728498205542564, "total_ms": 20411.430534906685}, "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": "5bf557b2-9ceb-49e2-8c4c-fbe2f785140a", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": {}, "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": "5bf557b2-9ceb-49e2-8c4c-fbe2f785140a", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "0da9f264-3319-4654-9d81-9bbf7aa71887", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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.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') GROUP BY a.id ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT COALESCE(c.user_id, pd.id) AS user_id FROM ct.client_360 AS c LEFT JOIN pipedrive.persons AS pd ON pd.id = c.pipedrive_person_id WHERE c.system_quote_count > 0 AND COALESCE(c.client_quote_count, 0) = 0 GROUP BY 1 ORDER BY 1 LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "d11efbec-c5f8-40f6-bfe9-ad731f8a614c", "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": "8b00c8c8319aa3c6", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6431c73db1c52034", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "021fae317cf0939a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "021fae317cf0939a", "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": "error", "pivot": null, "query_id": "5bf557b2-9ceb-49e2-8c4c-fbe2f785140a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-5bf557b2-9ceb-49e2-8c4c-fbe2f785140a", "trace_snapshot": {"job": {"job_id": "4e637670-d4ed-4e73-bc7f-da1ddfcda2b3", "optional_status": "done", "timing": {"base_persistence_ms": 3.495757468044758, "optional_ms": 61.305356211960316, "queue_ms": 0.0, "required_to_ready_ms": 20349.6755938977, "submission_ack_ms": 1.7728498205542564, "total_ms": 20411.430534906685}}}, "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_EXECUTION_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": 19783.715279772878, "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": 19777.789851650596, "feature_first_useful_ms": 15964.807881973684, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 15969.23916041851, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.398307763040066, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 7.006916217505932, "first_useful_ms": 15659.815836697817, "optional_ms": 3792.8489865735173, "queue_ms": 0.0, "required_to_ready_ms": 15659.815836697817, "submission_ack_ms": 1.877053640782833, "total_ms": 19454.241506755352}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 results \u2014 first client: Fictional Company 3", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["3"]}, "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": "d365e401-2b78-4aa5-8602-49f415d138eb", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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 `). 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": "", "derived_columns": ["user_id", "client", "client_type"], "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"], "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, "unit": null, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "d365e401-2b78-4aa5-8602-49f415d138eb", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "4f28ab96-75a9-4337-8d12-babae3e9c919", "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_message": null, "error_type": null, "execution_time_ms": 5631.525279954076, "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", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "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 10000", "trace_id": "7696f600c80b0c196eea486e94b121b9", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "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 AS user_id FROM public.quotes AS q JOIN public.trade_bookings AS tb ON tb.quote_id = q.id WHERE tb.status <> 'closed' AND tb.deleted_at IS NULL ORDER BY 1 LIMIT 10000", "trace_id": "7696f6004d5eecf5975e4c63a7597687", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "e118a5cf-4a59-4b90-b97c-b84879f49be0", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "45 results \u2014 first client: Fictional Company 3", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7c380bda3a9bc3d0", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "47b1d38599e8ec6b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "62e87230042b578c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "62e87230042b578c", "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.", "pivot": null, "query_id": "d365e401-2b78-4aa5-8602-49f415d138eb", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["[Gold / Pipedrive] Reads ct.client_360 and returns each user_id once (grouped), sorted ascending, capped at 10,000 rows.", "[CT Ledger] Reads public.quotes and keeps each distinct user_id, sorted ascending, capped at 10,000 rows.", "[CT Ledger] Joins each quote to public.trade_bookings by matching trade_bookings.quote_id to quotes.id, so only quotes with a linked booking count.", "[CT Ledger] Excludes bookings whose status is 'closed', and requires that the booking's deleted_at is empty (not deleted).", "[Merged] The two results are combined per user_id, with client and client_type coming from the Pipedrive side."], "model": "glm-5.2", "provider": "zai", "summary": "The Pipedrive half lists each user's client info from client_360; the CT Ledger half finds users whose quote is linked to a booking that isn't closed and hasn't been deleted; the halves are matched per user_id.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600e3945e953ec84291bc3895e9", "trace_snapshot": {"child_trace_ids": ["7696f6002b57f6551e04440680cf94cb", "7696f6004d5eecf5975e4c63a7597687", "7696f600c80b0c196eea486e94b121b9"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600e3945e953ec84291bc3895e9", "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": "a0688aac-d859-41e7-8459-936f97f628e0", "optional_status": "done", "timing": {"base_persistence_ms": 7.006916217505932, "first_useful_ms": 15659.815836697817, "optional_ms": 3792.8489865735173, "queue_ms": 0.0, "required_to_ready_ms": 15659.815836697817, "submission_ack_ms": 1.877053640782833, "total_ms": 19454.241506755352}}, "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": 1.49, "parse_ms": 0.0, "required_checks_ms": 3.86, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 5631.53, "validate_ms": 0.0}, "trace_id": "7696f600e3945e953ec84291bc3895e9", "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_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": 7089.274653233588, "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": 7086.170077323914, "feature_first_useful_ms": 6800.00386480242, "first_useful_ms": 6802.829799242318, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7750637382268906, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.0998110994696617, "optional_ms": 67.85969901829958, "queue_ms": 0.0, "required_to_ready_ms": 6697.619191370904, "submission_ack_ms": 1.7541097477078438, "total_ms": 6766.898387111723}, "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": 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": "fa31f476-4912-4d05-90fb-02314919ae4d", "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": [{"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 `). 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": "fa31f476-4912-4d05-90fb-02314919ae4d", "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": [{"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": "0da9f264-3319-4654-9d81-9bbf7aa71887", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a9a0d297-d9a4-46bb-bc42-21f4e050c6f1", "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 'federation gold leg' instruction requires projecting only from ct.client_360, but that table is not in the provided schema (no columns defined for any listed table), so the requested user_id projection cannot be generated.\",\n \"confidence\": \"uncertain\",\n", "prompt_sha256": "8c18fe323e475c90", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8baad2c2516acbfc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8baad2c2516acbfc", "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": "fa31f476-4912-4d05-90fb-02314919ae4d", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-fa31f476-4912-4d05-90fb-02314919ae4d", "trace_snapshot": {"job": {"job_id": "87a99eb3-a15a-4478-a86a-ad4682dfa78b", "optional_status": "done", "timing": {"base_persistence_ms": 2.0998110994696617, "optional_ms": 67.85969901829958, "queue_ms": 0.0, "required_to_ready_ms": 6697.619191370904, "submission_ack_ms": 1.7541097477078438, "total_ms": 6766.898387111723}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 8385.519630275667, "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": 8382.7909771353, "feature_first_useful_ms": 8371.466494165361, "first_useful_ms": 8373.706610873342, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.208295278251171, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0619554668664932, "optional_ms": 55.282396264374256, "queue_ms": 0.0, "required_to_ready_ms": 8241.806789301336, "submission_ack_ms": 1.368807628750801, "total_ms": 8297.538740560412}, "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": "c52fa82e-968f-4859-b7e8-effa917f4c16", "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": [{"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 `). 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": {}, "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": "c52fa82e-968f-4859-b7e8-effa917f4c16", "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": [{"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": "4f28ab96-75a9-4337-8d12-babae3e9c919", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "f1073554-760e-43ee-9d97-67e1727382cc", "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": "6548a8d7bf9d23a3", "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 satisfied: the schema provides no column details for trade_bookings' deleted/closed flags, and the instructions conflict (a single client_count vs. one row per user_id from ct.client_360, which is not in the provided schema).\",\n \"confid", "prompt_sha256": "3783c1a80879abbf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3783c1a80879abbf", "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": "error", "pivot": null, "query_id": "c52fa82e-968f-4859-b7e8-effa917f4c16", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-c52fa82e-968f-4859-b7e8-effa917f4c16", "trace_snapshot": {"job": {"job_id": "708edd1a-eaca-404f-801b-e1d98d1c9a5b", "optional_status": "done", "timing": {"base_persistence_ms": 1.0619554668664932, "optional_ms": 55.282396264374256, "queue_ms": 0.0, "required_to_ready_ms": 8241.806789301336, "submission_ack_ms": 1.368807628750801, "total_ms": 8297.538740560412}}}, "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_EXECUTION_001"}, "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": 5903.183734975755, "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": 5900.206224061549, "feature_first_useful_ms": 5888.195848092437, "first_useful_ms": 5890.909139998257, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.680431120097637, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.7152431905269623, "optional_ms": 64.92513325065374, "queue_ms": 0.0, "required_to_ready_ms": 5684.11014880985, "submission_ack_ms": 1.5554530546069145, "total_ms": 5749.500007368624}, "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": "dd680a19-e5b5-4b6e-bed7-dce36b0956eb", "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": [{"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 `). 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": "dd680a19-e5b5-4b6e-bed7-dce36b0956eb", "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": [{"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": "4f28ab96-75a9-4337-8d12-babae3e9c919", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "7f07ee6f-396b-46c0-9ff7-c227f20470cb", "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": "f44309718951c8db", "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 a prior result's checked IDs and requires quote-to-booking conversion via ct.client_360, but no columns for ct.client_360 (or any quote/booking link fields within it) are provided in the schema, so I cannot build a valid query.\",\n \"con", "prompt_sha256": "b1668a463797b2bc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b1668a463797b2bc", "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": "dd680a19-e5b5-4b6e-bed7-dce36b0956eb", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-dd680a19-e5b5-4b6e-bed7-dce36b0956eb", "trace_snapshot": {"job": {"job_id": "132f9624-eec6-4d06-9c57-42503442ecd5", "optional_status": "done", "timing": {"base_persistence_ms": 3.7152431905269623, "optional_ms": 64.92513325065374, "queue_ms": 0.0, "required_to_ready_ms": 5684.11014880985, "submission_ack_ms": 1.5554530546069145, "total_ms": 5749.500007368624}}}, "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_EXECUTION_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": 5528.624815866351, "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": 5525.910632684827, "feature_first_useful_ms": 5499.039925634861, "first_useful_ms": 5501.492799259722, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.415452152490616, "intent_family": "independent11:quote_conversion_valid_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.5155992954969406, "optional_ms": 66.57508853822947, "queue_ms": 0.0, "required_to_ready_ms": 5194.506643339992, "submission_ack_ms": 1.765768975019455, "total_ms": 5262.171417474747}, "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": "a1b7de25-9154-4f38-8e84-2b435517f550", "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": [{"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 `). 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": "a1b7de25-9154-4f38-8e84-2b435517f550", "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": [{"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": "4f28ab96-75a9-4337-8d12-babae3e9c919", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "287e30e2-5d78-4b3b-9efc-6cbbcb20dc0b", "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 references ct.client_360, pipedrive tables, a 'third result' link membership, and column-level details (roles, quote_id links, deleted/closed flags) that are not present in the provided schema, so I cannot generate a valid query.\",\n \"confidence\":", "prompt_sha256": "292f29b3bf9441d5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "439b56760f2e1f34", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "439b56760f2e1f34", "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": "a1b7de25-9154-4f38-8e84-2b435517f550", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-a1b7de25-9154-4f38-8e84-2b435517f550", "trace_snapshot": {"job": {"job_id": "2b3522bd-ad76-43ae-a392-f53c4b07757b", "optional_status": "done", "timing": {"base_persistence_ms": 3.5155992954969406, "optional_ms": 66.57508853822947, "queue_ms": 0.0, "required_to_ready_ms": 5194.506643339992, "submission_ack_ms": 1.765768975019455, "total_ms": 5262.171417474747}}}, "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_EXECUTION_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: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": 17771.76371589303, "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": 17768.223066814244, "feature_first_useful_ms": 13739.541811868548, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 13741.8222585693, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2498955950140953, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.66618237644434, "first_useful_ms": 13427.699914202094, "optional_ms": 4169.551759958267, "queue_ms": 0.0, "required_to_ready_ms": 13427.699914202094, "submission_ack_ms": 1.4697201550006866, "total_ms": 17599.440228194}, "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": "45 results \u2014 first client: Fictional Company 64", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["64"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:quote_only_system_activity: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": "35e70335-2fc8-4a57-976c-d7bcca474de9", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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 `). 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": "", "derived_columns": ["user_id", "client", "client_type"], "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"], "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, "unit": null, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "35e70335-2fc8-4a57-976c-d7bcca474de9", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "0da9f264-3319-4654-9d81-9bbf7aa71887", "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_message": null, "error_type": null, "execution_time_ms": 4002.0727310329676, "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", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "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 LIMIT 10000", "trace_id": "7696f6003803db29e64c4769baa5ca82", "was_truncated": false}, {"confidence_level": "medium", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "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 a.id DESC NULLS LAST LIMIT 10000", "trace_id": "7696f600312eab24d6c0423484ce9f96", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "56186355-bce0-4585-8579-aacfab7fbef3", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "45 results \u2014 first client: Fictional Company 64", "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": "797c660f7779a50a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2a81cb5f59598d86", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "46d4ecc60cc4682e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "46d4ecc60cc4682e", "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.", "pivot": null, "query_id": "35e70335-2fc8-4a57-976c-d7bcca474de9", "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": "Merges 2 sources joined per user. 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": "7696f600ed575ef1282448c0bcd88055", "trace_snapshot": {"child_trace_ids": ["7696f6001c774ecbabf146f0b3850d04", "7696f600312eab24d6c0423484ce9f96", "7696f6003803db29e64c4769baa5ca82"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ed575ef1282448c0bcd88055", "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": "d011cdbc-d68c-4274-8980-6f7c319db4af", "optional_status": "done", "timing": {"base_persistence_ms": 5.66618237644434, "first_useful_ms": 13427.699914202094, "optional_ms": 4169.551759958267, "queue_ms": 0.0, "required_to_ready_ms": 13427.699914202094, "submission_ack_ms": 1.4697201550006866, "total_ms": 17599.440228194}}, "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": 2.14, "parse_ms": 0.0, "required_checks_ms": 7.76, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 4002.07, "validate_ms": 0.0}, "trace_id": "7696f600ed575ef1282448c0bcd88055", "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: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": 6347.182910889387, "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": 6342.65794698149, "feature_first_useful_ms": 6041.103359311819, "first_useful_ms": 6045.105694793165, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.8831420242786407, "intent_family": "independent11:quote_only_system_activity", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3809669762849808, "optional_ms": 81.68191835284233, "queue_ms": 0.0, "required_to_ready_ms": 5903.959468007088, "submission_ack_ms": 2.206244505941868, "total_ms": 5986.417123116553}, "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": "02f91582-9035-4465-9d73-bb01161c2cc9", "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": [{"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 `). 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": "02f91582-9035-4465-9d73-bb01161c2cc9", "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": [{"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": "0da9f264-3319-4654-9d81-9bbf7aa71887", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "7e1c8003-13b1-426d-8a12-477e464d2014", "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 cannot be translated: it depends on a nonexistent 'third result' and a ct.client_360 table not present in the provided schema (all tables list no columns).\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Refers to an undefined 'third result' a", "prompt_sha256": "c704a0d0a1dac0b4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fa7ca42917158c4e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fa7ca42917158c4e", "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": "02f91582-9035-4465-9d73-bb01161c2cc9", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-02f91582-9035-4465-9d73-bb01161c2cc9", "trace_snapshot": {"job": {"job_id": "ee5a43df-0e5c-462f-b769-3888464cdb79", "optional_status": "done", "timing": {"base_persistence_ms": 1.3809669762849808, "optional_ms": 81.68191835284233, "queue_ms": 0.0, "required_to_ready_ms": 5903.959468007088, "submission_ack_ms": 2.206244505941868, "total_ms": 5986.417123116553}}}, "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_EXECUTION_001"}, "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": 9422.237945720553, "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": 9416.549485176802, "feature_first_useful_ms": 9396.201327443123, "first_useful_ms": 9401.656791567802, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 5.402122624218464, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9641760736703873, "optional_ms": 68.83306615054607, "queue_ms": 0.0, "required_to_ready_ms": 8976.095788180828, "submission_ack_ms": 170.12244556099176, "total_ms": 9046.682303771377}, "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": "bdc22321-d255-4c90-a620-02abb616d97a", "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": [{"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 `). 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": "bdc22321-d255-4c90-a620-02abb616d97a", "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": [{"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": "69747eee-25bd-4d62-84b3-7ba48e51a842", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "7aec0350-654f-4fb7-89c0-a7d6cc0d6954", "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 provided schema lists table names only, with no columns for quotes, broker_accounts, or any pipedrive/person table, so the quote timestamp, earliest broker verification timestamp, and Pipedrive person ID cannot be referenced confidently.\",\n \"confidence\":", "prompt_sha256": "a7356cdabc36721a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a5e9c5463e835c9e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a5e9c5463e835c9e", "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": "bdc22321-d255-4c90-a620-02abb616d97a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-bdc22321-d255-4c90-a620-02abb616d97a", "trace_snapshot": {"job": {"job_id": "ce71a23a-af45-41e9-9f25-69bf4ef08b85", "optional_status": "done", "timing": {"base_persistence_ms": 1.9641760736703873, "optional_ms": 68.83306615054607, "queue_ms": 0.0, "required_to_ready_ms": 8976.095788180828, "submission_ack_ms": 170.12244556099176, "total_ms": 9046.682303771377}}}, "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_EXECUTION_001"}, "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": 5126.61540042609, "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": 5122.0342656597495, "feature_first_useful_ms": 5110.188215970993, "first_useful_ms": 5114.487870596349, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.2356327176094055, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.6211951151490211, "optional_ms": 67.20750033855438, "queue_ms": 0.0, "required_to_ready_ms": 4944.33565158397, "submission_ack_ms": 1.8151802942156792, "total_ms": 5012.265835888684}, "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": "29964157-cdf9-4b04-a182-954c15e87fa9", "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": [{"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 `). 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": "29964157-cdf9-4b04-a182-954c15e87fa9", "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": [{"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": "78c8fca8-7865-408a-9f59-00d7b82edb2d", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "4a74b30f-2fa3-4940-b201-04b87f774550", "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": "4b9db0f93e12b062", "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 booking-status columns (deleted/settled flags) on ct.client_360, but the provided schema lists no columns for any table, so no faithful SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No column inventory exists for", "prompt_sha256": "b813fe7210a83d01", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b813fe7210a83d01", "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": "29964157-cdf9-4b04-a182-954c15e87fa9", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-29964157-cdf9-4b04-a182-954c15e87fa9", "trace_snapshot": {"job": {"job_id": "63da2389-7b3b-412c-87b8-253ac719096e", "optional_status": "done", "timing": {"base_persistence_ms": 1.6211951151490211, "optional_ms": 67.20750033855438, "queue_ms": 0.0, "required_to_ready_ms": 4944.33565158397, "submission_ack_ms": 1.8151802942156792, "total_ms": 5012.265835888684}}}, "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_EXECUTION_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": 5967.421179637313, "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": 5963.258109986782, "feature_first_useful_ms": 5951.904584653676, "first_useful_ms": 5955.738564953208, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.7995390594005585, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.1203504875302315, "optional_ms": 64.33033663779497, "queue_ms": 0.0, "required_to_ready_ms": 5752.079961821437, "submission_ack_ms": 1.8679527565836906, "total_ms": 5817.440471611917}, "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": "7b469234-ff16-4184-a338-08121b15da1e", "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": [{"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 `). 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": "7b469234-ff16-4184-a338-08121b15da1e", "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": [{"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": "69747eee-25bd-4d62-84b3-7ba48e51a842", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a8e30b66-cf7d-4b7c-abee-60c2f4757c1c", "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 requires ct.client_360 and pipedrive.* sources plus broker verification timestamps, none of which are present in the provided schema (all tables list no columns), so no valid query can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"R", "prompt_sha256": "34d8b350def60f6b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"public.quotes has no timestamp column (only id, user_id, type, status, amount, buy_currency, sell_currency), so a 'quote predates first broker verification' comparison cannot be expressed in SQL.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"The schema provi", "prompt_sha256": "e9cce0d6580a5b3f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e9cce0d6580a5b3f", "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": "7b469234-ff16-4184-a338-08121b15da1e", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-7b469234-ff16-4184-a338-08121b15da1e", "trace_snapshot": {"job": {"job_id": "c9be8f3f-4375-48d6-9672-ea8ee6fd5d91", "optional_status": "done", "timing": {"base_persistence_ms": 2.1203504875302315, "optional_ms": 64.33033663779497, "queue_ms": 0.0, "required_to_ready_ms": 5752.079961821437, "submission_ack_ms": 1.8679527565836906, "total_ms": 5817.440471611917}}}, "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_EXECUTION_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": 10247.928837314248, "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": 10244.589713402092, "feature_first_useful_ms": 10233.320763334632, "first_useful_ms": 10236.319645307958, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.967560663819313, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.464062422513962, "optional_ms": 68.30450985580683, "queue_ms": 0.0, "required_to_ready_ms": 9933.472535572946, "submission_ack_ms": 1.679595559835434, "total_ms": 10002.621343359351}, "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": "6ca51a87-ebd8-45e6-bd77-bb394e1389c0", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "6ca51a87-ebd8-45e6-bd77-bb394e1389c0", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "78c8fca8-7865-408a-9f59-00d7b82edb2d", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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 (tb.status <> 'closed' 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.status = 'settled')"}, {"source": "gold", "sql": "SELECT user_id, COUNT(DISTINCT CASE WHEN has_non_deleted_booking AND NOT has_settled_booking THEN user_id END) AS client_count FROM ct.client_360 GROUP BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "c39ad4db-741d-4072-87fe-0d427308621e", "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": "c125e8e35569dde7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f435e461975df102", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"No query generated: the gold catalog exposes only ct.client_360's per-client rollups, and booking-level status (non-deleted vs settled) needed for this cohort predicate is not available in any gold relation, so the membership condition cannot be expressed in ", "prompt_sha256": "4a2d424b2aa45250", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4a2d424b2aa45250", "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. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "6ca51a87-ebd8-45e6-bd77-bb394e1389c0", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-6ca51a87-ebd8-45e6-bd77-bb394e1389c0", "trace_snapshot": {"job": {"job_id": "d9177145-ac94-4dc1-a4b6-308c56dcc553", "optional_status": "done", "timing": {"base_persistence_ms": 7.464062422513962, "optional_ms": 68.30450985580683, "queue_ms": 0.0, "required_to_ready_ms": 9933.472535572946, "submission_ack_ms": 1.679595559835434, "total_ms": 10002.621343359351}}}, "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": "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_EXECUTION_001"}, "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": 7293.763150461018, "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": 7289.681304246187, "feature_first_useful_ms": 7273.214336484671, "first_useful_ms": 7277.076816186309, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.826378844678402, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 8.418195880949497, "optional_ms": 67.30946432799101, "queue_ms": 0.0, "required_to_ready_ms": 6979.191275313497, "submission_ack_ms": 1.2882733717560768, "total_ms": 7047.853976488113}, "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": "32b655d2-2c69-454b-a8a8-1e2d39703af0", "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": [{"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 `). 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": {"answer_record": {"completeness": {"returned_rows": 0, "status": "unverified"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "32b655d2-2c69-454b-a8a8-1e2d39703af0", "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": [{"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": "69747eee-25bd-4d62-84b3-7ba48e51a842", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c0eebbea-8cae-4991-8f94-a522998f6381", "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\": \"This request depends on a prior ('first') result and requires comparing user-requested quote timestamps against earliest broker verification timestamps, but no columns are provided for the tables and the gold-source ct.client_360 alone does not carry broker v", "prompt_sha256": "c76c0d88086836dd", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b44483c016b31bd7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b44483c016b31bd7", "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 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": "error", "pivot": null, "query_id": "32b655d2-2c69-454b-a8a8-1e2d39703af0", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-32b655d2-2c69-454b-a8a8-1e2d39703af0", "trace_snapshot": {"job": {"job_id": "ceb56e2c-452e-4384-8ed5-d56543f8b870", "optional_status": "done", "timing": {"base_persistence_ms": 8.418195880949497, "optional_ms": 67.30946432799101, "queue_ms": 0.0, "required_to_ready_ms": 6979.191275313497, "submission_ack_ms": 1.2882733717560768, "total_ms": 7047.853976488113}}}, "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_EXECUTION_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": 10519.666804000735, "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": 10515.938468277454, "feature_first_useful_ms": 10505.662000738084, "first_useful_ms": 10509.1232676059, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.4323865547776222, "intent_family": "independent11:quote_days_before_activation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.0288631096482277, "optional_ms": 59.77543070912361, "queue_ms": 0.0, "required_to_ready_ms": 10376.56775303185, "submission_ack_ms": 1.4417888596653938, "total_ms": 10436.887413263321}, "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": "d5fc73c4-57a2-4059-b456-bda049d566f7", "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": [{"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 `). 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": "d5fc73c4-57a2-4059-b456-bda049d566f7", "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": [{"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": "69747eee-25bd-4d62-84b3-7ba48e51a842", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "2d675853-37ba-4634-af0b-896627f581f7", "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 cannot be translated: it references a 'third result' join set, broker verification timestamps, and CT account roles, but no such columns exist in the provided schema (all tables list no columns), and the federation constraint forbids any raw ct.* ", "prompt_sha256": "d5a0a9051b0bb1ab", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "13540cdd5f758dbb", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "13540cdd5f758dbb", "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": "d5fc73c4-57a2-4059-b456-bda049d566f7", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-d5fc73c4-57a2-4059-b456-bda049d566f7", "trace_snapshot": {"job": {"job_id": "51b4bdce-6b01-4d39-9e08-e16baa92d53f", "optional_status": "done", "timing": {"base_persistence_ms": 3.0288631096482277, "optional_ms": 59.77543070912361, "queue_ms": 0.0, "required_to_ready_ms": 10376.56775303185, "submission_ack_ms": 1.4417888596653938, "total_ms": 10436.887413263321}}}, "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_EXECUTION_001"}, "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": 14275.536630302668, "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": 14272.21039775759, "feature_first_useful_ms": 14256.390383467078, "first_useful_ms": 14259.427985176444, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.999161370098591, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.621903248131275, "optional_ms": 59.17886272072792, "queue_ms": 0.0, "required_to_ready_ms": 13940.519574098289, "submission_ack_ms": 1.2525729835033417, "total_ms": 14001.503739506006}, "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": "3690c961-f08d-470d-80b0-63a18f0558a6", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "3690c961-f08d-470d-80b0-63a18f0558a6", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "78c8fca8-7865-408a-9f59-00d7b82edb2d", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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.status <> 'closed' AND tb.deleted_at IS NULL)) AND NOT EXISTS(SELECT 1 FROM public.trade_bookings AS tbs WHERE tbs.user_id = a.id AND tbs.status = 'settled') ORDER BY a.id DESC NULLS LAST LIMIT 10000"}, {"source": "gold", "sql": "SELECT user_id FROM ct.client_360 WHERE has_non_deleted_booking = TRUE AND COALESCE(has_settled_booking, FALSE) = FALSE GROUP BY user_id ORDER BY user_id DESC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "5d2a1a22-cae3-4abd-a899-b8174aa9b18d", "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": "6000d1b5c3e9a615", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1e6782984d426d2e", "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 (ct.client_360 plus pipedrive relations) exposes no columns distinguishing non-deleted vs settled bookings, so this cohort cannot be computed in this leg.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Previous failure confirmed has_non_delet", "prompt_sha256": "8437b77909e0ed4f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8437b77909e0ed4f", "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": "3690c961-f08d-470d-80b0-63a18f0558a6", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3690c961-f08d-470d-80b0-63a18f0558a6", "trace_snapshot": {"job": {"job_id": "131a568f-ce5e-4893-a78c-4afb98365cba", "optional_status": "done", "timing": {"base_persistence_ms": 3.621903248131275, "optional_ms": 59.17886272072792, "queue_ms": 0.0, "required_to_ready_ms": 13940.519574098289, "submission_ack_ms": 1.2525729835033417, "total_ms": 14001.503739506006}}}, "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": "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:invoice_before_settlement:t1:base:repeat1", "case_id": "independent11:invoice_before_settlement:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5608.165389858186, "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": [{"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": 5603.710128925741, "feature_first_useful_ms": 5567.468812689185, "first_useful_ms": 5571.648383513093, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.142739810049534, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1345287784934044, "optional_ms": 67.28413794189692, "queue_ms": 0.0, "required_to_ready_ms": 5460.381609387696, "submission_ack_ms": 1.8856441602110863, "total_ms": 5528.111390769482}, "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": "55ae135d-eed0-4bed-b014-bb56e32d30a1", "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": [{"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 `). 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": {}, "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": "55ae135d-eed0-4bed-b014-bb56e32d30a1", "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": [{"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": "6ac009dc-8b6f-4d6f-bfb6-f0d51aab1607", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "348c48b2-2234-49a7-a58c-8bbe2d97ad2b", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The required sources (ct.client_360 with booking status flags such as invoiced/closed/settled/deleted) are not present in the provided schema, so a correct query cannot be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Schema lists tables but ", "prompt_sha256": "3ba4afdb2917a1fd", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "39a1ca4d8fc1a982", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "39a1ca4d8fc1a982", "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": "error", "pivot": null, "query_id": "55ae135d-eed0-4bed-b014-bb56e32d30a1", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-55ae135d-eed0-4bed-b014-bb56e32d30a1", "trace_snapshot": {"job": {"job_id": "19ea1bb1-9aba-409a-868e-c32615175609", "optional_status": "done", "timing": {"base_persistence_ms": 1.1345287784934044, "optional_ms": 67.28413794189692, "queue_ms": 0.0, "required_to_ready_ms": 5460.381609387696, "submission_ack_ms": 1.8856441602110863, "total_ms": 5528.111390769482}}}, "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_EXECUTION_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": 7001.264697872102, "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": 6997.8955229744315, "feature_first_useful_ms": 6984.976035542786, "first_useful_ms": 6988.011598587036, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0050119385123253, "intent_family": "independent11:booked_without_settled_history", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 9.93327610194683, "optional_ms": 66.2034610286355, "queue_ms": 0.0, "required_to_ready_ms": 6665.029735304415, "submission_ack_ms": 2.065368928015232, "total_ms": 6738.685867749155}, "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": "6e85981b-c2e9-4e06-beb5-1b7370c634c0", "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": [{"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 `). 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": "6e85981b-c2e9-4e06-beb5-1b7370c634c0", "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": [{"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": "78c8fca8-7865-408a-9f59-00d7b82edb2d", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "e4ff5a4d-1705-4ba1-af10-3d01e9f308b9", "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 requires ct.client_360 / pipedrive.* tables that are not present in the provided schema, so no valid SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Referen", "prompt_sha256": "f9c20f87fdfd6b4b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "95708a09d903c04b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "95708a09d903c04b", "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": "6e85981b-c2e9-4e06-beb5-1b7370c634c0", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-6e85981b-c2e9-4e06-beb5-1b7370c634c0", "trace_snapshot": {"job": {"job_id": "078c8980-9abf-4260-a429-f2f4013a029e", "optional_status": "done", "timing": {"base_persistence_ms": 9.93327610194683, "optional_ms": 66.2034610286355, "queue_ms": 0.0, "required_to_ready_ms": 6665.029735304415, "submission_ack_ms": 2.065368928015232, "total_ms": 6738.685867749155}}}, "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_EXECUTION_001"}, "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": 6269.922113977373, "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": 6266.646763309836, "feature_first_useful_ms": 5977.4748627096415, "first_useful_ms": 5980.269677005708, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7549630030989647, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 80.47429379075766, "optional_ms": 67.96939112246037, "queue_ms": 0.0, "required_to_ready_ms": 5864.3219117075205, "submission_ack_ms": 1.822231337428093, "total_ms": 5936.656070873141}, "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": 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": "77049860-a028-459e-a3ec-babf17096a06", "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": [{"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 `). 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": "77049860-a028-459e-a3ec-babf17096a06", "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": [{"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": "6ac009dc-8b6f-4d6f-bfb6-f0d51aab1607", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "93ac8baf-ca9d-4d62-b6db-57ceff020671", "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": "a0458c030f20805c", "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 a ct.client_360 view and invoice/settlement status columns that are not present in the provided schema (all tables list zero columns), so no valid SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Referenced source c", "prompt_sha256": "2a0acc9d6da76a75", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2a0acc9d6da76a75", "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": "77049860-a028-459e-a3ec-babf17096a06", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-77049860-a028-459e-a3ec-babf17096a06", "trace_snapshot": {"job": {"job_id": "fccaa697-81be-4b54-8449-ff16793af66b", "optional_status": "done", "timing": {"base_persistence_ms": 80.47429379075766, "optional_ms": 67.96939112246037, "queue_ms": 0.0, "required_to_ready_ms": 5864.3219117075205, "submission_ack_ms": 1.822231337428093, "total_ms": 5936.656070873141}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 7938.67661152035, "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": [{"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": 7935.851726680994, "feature_first_useful_ms": 7925.393482670188, "first_useful_ms": 7927.848015911877, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3874901235103607, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9151007980108261, "optional_ms": 53.529733791947365, "queue_ms": 0.0, "required_to_ready_ms": 7772.378380410373, "submission_ack_ms": 1.3223951682448387, "total_ms": 7826.376679353416}, "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": 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": "2f9ff830-94ec-4693-8d8e-8ddfef82b695", "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": [{"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 `). 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": {}, "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": "2f9ff830-94ec-4693-8d8e-8ddfef82b695", "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": [{"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": "6ac009dc-8b6f-4d6f-bfb6-f0d51aab1607", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "861121e5-7505-4149-a2f2-b4a33ec9e082", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The question references ct.client_360, booking records with invoiced/closed/settled status, and deleted flags, but no such tables or columns exist in the provided schema (all tables list no columns, and 'this time'/'same checked IDs' implies prior context I d", "prompt_sha256": "03b503802502492a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "70c12e7d6a9fb5a2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "70c12e7d6a9fb5a2", "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": "error", "pivot": null, "query_id": "2f9ff830-94ec-4693-8d8e-8ddfef82b695", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-2f9ff830-94ec-4693-8d8e-8ddfef82b695", "trace_snapshot": {"job": {"job_id": "601e9d25-96b8-4752-be73-926ba3b9b569", "optional_status": "done", "timing": {"base_persistence_ms": 0.9151007980108261, "optional_ms": 53.529733791947365, "queue_ms": 0.0, "required_to_ready_ms": 7772.378380410373, "submission_ack_ms": 1.3223951682448387, "total_ms": 7826.376679353416}}}, "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_EXECUTION_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": 5701.435322873294, "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": 5698.853775858879, "feature_first_useful_ms": 5685.983099974692, "first_useful_ms": 5688.282757997513, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1837539970874786, "intent_family": "independent11:invoice_before_settlement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.9286304488778114, "optional_ms": 58.10698959976435, "queue_ms": 0.0, "required_to_ready_ms": 5396.389028988779, "submission_ack_ms": 1.3430258259177208, "total_ms": 5455.201841890812}, "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": 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": "25f89e0e-b302-4458-a05c-8e3a86191bdd", "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": [{"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 `). 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": "25f89e0e-b302-4458-a05c-8e3a86191bdd", "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": [{"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": "6ac009dc-8b6f-4d6f-bfb6-f0d51aab1607", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "1bd05a5d-85c9-4265-b31d-025f5b4e5f85", "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 query depends on tables (ct.client_360, pipedrive.*) and columns not present in the provided schema, so it cannot be generated safely.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"The schema lists tables with no columns, and the required ", "prompt_sha256": "36031d5a6a78592c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "add2c430f4d07cdf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "add2c430f4d07cdf", "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": "25f89e0e-b302-4458-a05c-8e3a86191bdd", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-25f89e0e-b302-4458-a05c-8e3a86191bdd", "trace_snapshot": {"job": {"job_id": "b1d7a734-a715-4243-a37d-e842647e0b94", "optional_status": "done", "timing": {"base_persistence_ms": 2.9286304488778114, "optional_ms": 58.10698959976435, "queue_ms": 0.0, "required_to_ready_ms": 5396.389028988779, "submission_ack_ms": 1.3430258259177208, "total_ms": 5455.201841890812}}}, "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_EXECUTION_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 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:prebillable_eligible_stats:t1:base:repeat1", "case_id": "independent11:prebillable_eligible_stats:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 23739.032215438783, "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": 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": 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": 23733.901471830904, "feature_first_useful_ms": 18936.413468793035, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 18940.398103557527, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.9475243538618088, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 7.653330452740192, "first_useful_ms": 18627.826001495123, "optional_ms": 4854.607528075576, "queue_ms": 0.0, "required_to_ready_ms": 18627.826001495123, "submission_ack_ms": 1.7864014953374863, "total_ms": 23485.938877798617}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "41 results \u2014 first client: Fictional Company 3", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["3"]}, "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": "6084e18a-6ece-4f62-88cc-8734b8d5602a", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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 p...", "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 `). 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": {"__cohort_keys__": {"derivation": "", "derived_columns": ["user_id", "client", "client_type"], "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"], "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, "unit": null, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "6084e18a-6ece-4f62-88cc-8734b8d5602a", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "749a4563-42f0-45b0-b93f-9e261f803ffc", "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_message": null, "error_type": null, "execution_time_ms": 7019.544802606106, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.9024390243902439, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 37, "output_rows": 41, "preserve_label": "gold", "unmatched": 4}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "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 10000", "trace_id": "7696f600b64452c63e7a484a9916e599", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 49, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT a.id AS 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 <> 'closed' AND tb.deleted_at IS NULL) AND NOT tb.traded_at IS NULL AND tb.invoice_at IS NULL AND NOT tb.sell_currency_to_gbp_rate IS NULL AND NOT a.skip_commission_calculations IS TRUE ORDER BY 1 LIMIT 10000", "trace_id": "7696f6004fd3610847684317b7514da6", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "fafff7a8-8d7f-429b-a5f2-918d19f2f11d", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "41 results \u2014 first client: Fictional Company 3", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2277add9f1fc23f4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e26aae001a57e637", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "166bb9fdade04563", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "166bb9fdade04563", "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.", "pivot": null, "query_id": "6084e18a-6ece-4f62-88cc-8734b8d5602a", "row_count": 41, "shorthands_applied": [], "sql_explanation": {"bullets": ["[Gold / Pipedrive] Reads ct.client_360 and keeps rows where last_traded is not null (excludes clients with no last_traded value), takes one row per user_id, sorts ascending.", "[CT Ledger] Joins trade_bookings to trade_details on trade_booking_id, then to accounts on tb.user_id = a.id, so each booking brings in its account row.", "[CT Ledger] Keeps bookings where status is not 'closed' and deleted_at is null (excludes closed and deleted bookings).", "[CT Ledger] Requires traded_at to be set and invoice_at to be null \u2014 so it excludes anything already invoiced.", "[CT Ledger] Requires sell_currency_to_gbp_rate to be set (excludes bookings missing that exchange rate) and excludes accounts where skip_commission_calculations is true.", "[CT Ledger] Returns distinct account ids as user_id, sorted ascending."], "model": "glm-5.2", "provider": "zai", "summary": "Merges two lists of user IDs per user: one from Pipedrive/Gold listing clients who have a last_traded date, and one from the CT Ledger listing accounts with not-yet-invoiced, traded bookings that pass commission filters; output columns are user_id, client, client_type.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6001dbdbd9208c447cd9d043ad2", "trace_snapshot": {"child_trace_ids": ["7696f60059ee188a43e5493abe9d7a12", "7696f6004fd3610847684317b7514da6", "7696f600b64452c63e7a484a9916e599"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6001dbdbd9208c447cd9d043ad2", "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": "f2da8e45-bbe3-450c-ad48-983ab1d6f98b", "optional_status": "done", "timing": {"base_persistence_ms": 7.653330452740192, "first_useful_ms": 18627.826001495123, "optional_ms": 4854.607528075576, "queue_ms": 0.0, "required_to_ready_ms": 18627.826001495123, "submission_ack_ms": 1.7864014953374863, "total_ms": 23485.938877798617}}, "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": 3.01, "parse_ms": 0.0, "required_checks_ms": 9.29, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 7019.54, "validate_ms": 0.0}, "trace_id": "7696f6001dbdbd9208c447cd9d043ad2", "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:t1:base:repeat1", "case_id": "independent11:deleted_booking_live_account:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14125.320292077959, "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": 14121.47980183363, "feature_first_useful_ms": 14110.977705568075, "first_useful_ms": 14114.546116441488, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.5373996943235397, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.282831981778145, "optional_ms": 77.06432323902845, "queue_ms": 0.0, "required_to_ready_ms": 13936.07463594526, "submission_ack_ms": 1.650686375796795, "total_ms": 14050.062101334333}, "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": "6de7bf24-10af-40f3-bf29-4955389c1ece", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "6de7bf24-10af-40f3-bf29-4955389c1ece", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "2cff863b-3374-4024-86a7-0478dac6b8f5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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 tb.status = 'closed' ORDER BY 1 ASC LIMIT 10000"}, {"source": "gold", "sql": "SELECT user_id FROM ct.client_360 WHERE COALESCE(account_deleted, FALSE) = FALSE AND COALESCE(has_deleted_booking, FALSE) = TRUE GROUP BY user_id ORDER BY user_id ASC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "70b1657f-6e96-4265-b7ca-0f8d0dba0364", "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": "85462afde3413bb8", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "359742e4cb5de960", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "5f7f6d90e617aec4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5f7f6d90e617aec4", "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": "6de7bf24-10af-40f3-bf29-4955389c1ece", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-6de7bf24-10af-40f3-bf29-4955389c1ece", "trace_snapshot": {"job": {"job_id": "3ef55684-71d9-4fbc-bd0a-eb2b88fd5a2b", "optional_status": "done", "timing": {"base_persistence_ms": 3.282831981778145, "optional_ms": 77.06432323902845, "queue_ms": 0.0, "required_to_ready_ms": 13936.07463594526, "submission_ack_ms": 1.650686375796795, "total_ms": 14050.062101334333}}}, "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_EXECUTION_001"}, "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": 7049.095025286078, "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": 7045.573215931654, "feature_first_useful_ms": 7036.4590575918555, "first_useful_ms": 7039.698466658592, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2006483525037766, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 174.98135287314653, "optional_ms": 76.86490658670664, "queue_ms": 0.0, "required_to_ready_ms": 6651.641828939319, "submission_ack_ms": 1.9017336890101433, "total_ms": 6810.691972263157}, "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: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": "a1217e30-b80b-4c6b-9307-f34ce9754bfe", "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": [{"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 `). 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": "a1217e30-b80b-4c6b-9307-f34ce9754bfe", "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": [{"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": "749a4563-42f0-45b0-b93f-9e261f803ffc", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "4e5cf472-f8dd-4e27-973d-b0193257c712", "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": "feedd6bec7aecd98", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the request references a prior 'first checked result' and a conversation-carried reading that are not present, and the federation context requires ct.client_360 and pipedrive.* tables which are not in the provided schema (all tables have no l", "prompt_sha256": "e8121f4ddd5a9c9c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e8121f4ddd5a9c9c", "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": "error", "pivot": null, "query_id": "a1217e30-b80b-4c6b-9307-f34ce9754bfe", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-a1217e30-b80b-4c6b-9307-f34ce9754bfe", "trace_snapshot": {"job": {"job_id": "9e0195f6-c95f-474f-8702-980c5574ec45", "optional_status": "done", "timing": {"base_persistence_ms": 174.98135287314653, "optional_ms": 76.86490658670664, "queue_ms": 0.0, "required_to_ready_ms": 6651.641828939319, "submission_ack_ms": 1.9017336890101433, "total_ms": 6810.691972263157}}}, "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_EXECUTION_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": 8360.317618586123, "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": 8356.66008386761, "feature_first_useful_ms": 8336.212920024991, "first_useful_ms": 8339.618906378746, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.360413946211338, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.047619670629501, "optional_ms": 86.92768774926662, "queue_ms": 0.0, "required_to_ready_ms": 7993.3815114200115, "submission_ack_ms": 2.456243149936199, "total_ms": 8080.921650864184}, "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": "00ea0a18-3398-482a-baf5-775ef8fd458f", "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": [{"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 `). 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": "00ea0a18-3398-482a-baf5-775ef8fd458f", "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": [{"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": "2cff863b-3374-4024-86a7-0478dac6b8f5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "bdbd868e-f993-40df-b2f6-609e456ab4af", "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 ('first checked result') and requires tables/columns (e.g. ct.client_360) not present in the provided schema, so no query can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No schema columns ", "prompt_sha256": "23b8b04ea755d461", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e5d6c322438052f3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e5d6c322438052f3", "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": "00ea0a18-3398-482a-baf5-775ef8fd458f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-00ea0a18-3398-482a-baf5-775ef8fd458f", "trace_snapshot": {"job": {"job_id": "c8abd77c-a66b-4f18-9ade-561c543f8c01", "optional_status": "done", "timing": {"base_persistence_ms": 7.047619670629501, "optional_ms": 86.92768774926662, "queue_ms": 0.0, "required_to_ready_ms": 7993.3815114200115, "submission_ack_ms": 2.456243149936199, "total_ms": 8080.921650864184}}}, "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_EXECUTION_001"}, "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": 11221.216026693583, "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": [{"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": 11218.248725868762, "feature_first_useful_ms": 11207.816323265433, "first_useful_ms": 11210.48129349947, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.632109448313713, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.54774110019207, "optional_ms": 57.22791142761707, "queue_ms": 0.0, "required_to_ready_ms": 10899.61552619934, "submission_ack_ms": 1.89234409481287, "total_ms": 10958.380891010165}, "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: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": "47599042-469c-4a51-9f87-b397aa1605a6", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "47599042-469c-4a51-9f87-b397aa1605a6", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "749a4563-42f0-45b0-b93f-9e261f803ffc", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT a.id AS 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 <> '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 GROUP BY a.id ORDER BY 1 DESC NULLS LAST LIMIT 10000"}, {"source": "gold", "sql": "SELECT user_id FROM ct.client_360 WHERE COALESCE(prebillable_commission, 0) > 0 ORDER BY user_id DESC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "d2def51d-da72-4686-b2fe-9ceb18f82c68", "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": "aa1a0710f18d8938", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "896e684453e125b0", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "2294eb03d7f5bea8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2294eb03d7f5bea8", "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": "error", "pivot": null, "query_id": "47599042-469c-4a51-9f87-b397aa1605a6", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-47599042-469c-4a51-9f87-b397aa1605a6", "trace_snapshot": {"job": {"job_id": "f7355707-4f86-4cb0-a1b4-8a6aaac67dbd", "optional_status": "done", "timing": {"base_persistence_ms": 3.54774110019207, "optional_ms": 57.22791142761707, "queue_ms": 0.0, "required_to_ready_ms": 10899.61552619934, "submission_ack_ms": 1.89234409481287, "total_ms": 10958.380891010165}}}, "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": "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_EXECUTION_001"}, "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": 6041.233033873141, "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": 6038.816331885755, "feature_first_useful_ms": 6010.093066841364, "first_useful_ms": 6012.287680990994, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1657729521393776, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.396799020469189, "optional_ms": 67.65985582023859, "queue_ms": 0.0, "required_to_ready_ms": 5902.263129130006, "submission_ack_ms": 1.9874181598424911, "total_ms": 5971.067672595382}, "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": "9e8a034b-120b-4974-aef9-e1ca344a13c6", "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": [{"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 `). 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": "9e8a034b-120b-4974-aef9-e1ca344a13c6", "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": [{"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": "2cff863b-3374-4024-86a7-0478dac6b8f5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "04a126fd-98f9-4184-8f54-dc19cc0bdaab", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request depends on an unspecified prior result ('checked IDs', 'deleted booking from the first result') and references ct.client_360 / pipedrive tables that are not present in the provided schema (which lists only empty ct.* table stubs), so no query can ", "prompt_sha256": "72fada267a92e409", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "773e895b53ba25db", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "773e895b53ba25db", "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": "9e8a034b-120b-4974-aef9-e1ca344a13c6", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-9e8a034b-120b-4974-aef9-e1ca344a13c6", "trace_snapshot": {"job": {"job_id": "206f10c1-6725-4d4d-96dd-eca236a60f19", "optional_status": "done", "timing": {"base_persistence_ms": 4.396799020469189, "optional_ms": 67.65985582023859, "queue_ms": 0.0, "required_to_ready_ms": 5902.263129130006, "submission_ack_ms": 1.9874181598424911, "total_ms": 5971.067672595382}}}, "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_EXECUTION_001"}, "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": 5661.157761700451, "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": 5658.466819673777, "feature_first_useful_ms": 5647.903371602297, "first_useful_ms": 5650.307344272733, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3763813078403473, "intent_family": "independent11:prebillable_eligible_stats", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8673202246427536, "optional_ms": 63.10486141592264, "queue_ms": 0.0, "required_to_ready_ms": 5518.0774461477995, "submission_ack_ms": 1.229461282491684, "total_ms": 5581.6267831251025}, "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": "706aa5af-4c82-4689-a48b-a1dba5d98f72", "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": [{"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 `). 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": "706aa5af-4c82-4689-a48b-a1dba5d98f72", "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": [{"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": "749a4563-42f0-45b0-b93f-9e261f803ffc", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "6283dd01-cb03-49c6-90f6-7457b2387633", "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 'third result' membership and the ct.client_360 / pipedrive.* federation sources, none of which are present in the provided schema (all tables list no columns), so a trustworthy query cannot be built.\",\n \"confidence\": \"uncertai", "prompt_sha256": "85f77621be66cd96", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "88197f297c2e4d79", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "88197f297c2e4d79", "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": "706aa5af-4c82-4689-a48b-a1dba5d98f72", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-706aa5af-4c82-4689-a48b-a1dba5d98f72", "trace_snapshot": {"job": {"job_id": "5e07c079-0706-4567-8790-45a6dca2a172", "optional_status": "done", "timing": {"base_persistence_ms": 0.8673202246427536, "optional_ms": 63.10486141592264, "queue_ms": 0.0, "required_to_ready_ms": 5518.0774461477995, "submission_ack_ms": 1.229461282491684, "total_ms": 5581.6267831251025}}}, "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_EXECUTION_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": 4764.337973669171, "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": 4761.553990654647, "feature_first_useful_ms": 4748.568739742041, "first_useful_ms": 4750.90513844043, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3071477189660072, "intent_family": "independent11:deleted_booking_live_account", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.822349451482296, "optional_ms": 63.1501330062747, "queue_ms": 0.0, "required_to_ready_ms": 4627.673225477338, "submission_ack_ms": 1.343834213912487, "total_ms": 4691.235133446753}, "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": "585af897-401f-4a45-9eaa-db706a4aaca8", "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": [{"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 `). 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": "585af897-401f-4a45-9eaa-db706a4aaca8", "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": [{"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": "2cff863b-3374-4024-86a7-0478dac6b8f5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "3598d93f-b84e-4d0d-905c-651c242013b0", "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\": \"Cannot generate: the question depends on ct.trade_bookings / booking membership columns and deleted-account flags, but the federation gold leg restricts queries to ct.client_360 only, and no schema columns are available to identify deletion status or 'third r", "prompt_sha256": "b8df28a21e8bd2cf", "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 'the third result' and 'deleted booking membership' concepts that do not exist in the CT-production schema (accounts has no deleted flag, and there is no booking-membership table).\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No ", "prompt_sha256": "034d3e73d9a9ef9b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "034d3e73d9a9ef9b", "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": "585af897-401f-4a45-9eaa-db706a4aaca8", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-585af897-401f-4a45-9eaa-db706a4aaca8", "trace_snapshot": {"job": {"job_id": "bf92edb7-e944-491e-9286-39e1c6a72b9d", "optional_status": "done", "timing": {"base_persistence_ms": 0.822349451482296, "optional_ms": 63.1501330062747, "queue_ms": 0.0, "required_to_ready_ms": 4627.673225477338, "submission_ack_ms": 1.343834213912487, "total_ms": 4691.235133446753}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 7979.475677013397, "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": 11013}, {"user_id": 11026}, {"user_id": 11039}, {"user_id": 11052}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7975.3353875130415, "feature_first_useful_ms": 7959.628714248538, "first_useful_ms": 7963.36418017745, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.7073343992233276, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8278992027044296, "optional_ms": 61.2229174003005, "queue_ms": 0.0, "required_to_ready_ms": 7810.254871845245, "submission_ack_ms": 1.6878480091691017, "total_ms": 7872.219446115196}, "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": "ef6781d6-a356-42a3-8e4d-56224b6687ee", "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": [{"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 `). 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": {}, "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": "ef6781d6-a356-42a3-8e4d-56224b6687ee", "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": [{"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": "2635abfa-b569-4404-934d-5cdb7e198c98", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c847f033-3ce6-4ba8-b0e5-32b4bf40342e", "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": "5753267a43fbf008", "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 identifying accounts with a specific settled trade booking that lacks a sell-currency-to-GBP rate, but the gold-leg rule forbids referencing raw ct.* trade tables and no column in ct.client_360 exposing per-booking rate coverage is docume", "prompt_sha256": "e020d63156a23666", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e020d63156a23666", "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": "error", "pivot": null, "query_id": "ef6781d6-a356-42a3-8e4d-56224b6687ee", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-ef6781d6-a356-42a3-8e4d-56224b6687ee", "trace_snapshot": {"job": {"job_id": "06c74c0a-9c67-4f4d-b890-f93ec3d25983", "optional_status": "done", "timing": {"base_persistence_ms": 0.8278992027044296, "optional_ms": 61.2229174003005, "queue_ms": 0.0, "required_to_ready_ms": 7810.254871845245, "submission_ack_ms": 1.6878480091691017, "total_ms": 7872.219446115196}}}, "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_EXECUTION_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": 7681.583222001791, "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": 7675.996972247958, "feature_first_useful_ms": 5169.633753597736, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 5174.583581276238, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.91721648722887, "intent_family": "independent11:negative_realized_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.8556214421987534, "first_useful_ms": 4867.036800831556, "optional_ms": 2748.3169538900256, "queue_ms": 0.0, "required_to_ready_ms": 4867.036800831556, "submission_ack_ms": 1.5942836180329323, "total_ms": 7618.079656735063}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "5 results \u2014 first client: Fictional Company 11", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["11"]}, "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": "f316cb5d-6f4c-4ff7-8881-5e87a577cfca", "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": [{"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"], "title": "List every distinct CT accounts of any role whose ...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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 `). 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:2a2cded17bd69e63", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "f316cb5d-6f4c-4ff7-8881-5e87a577cfca", "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": [{"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": "8e69d2b3-be64-4cf1-9985-d41acfcd6e87", "cost_estimate": {"cost_level": "low", "dollars_estimate": 8.625e-05, "estimated_rows": 23, "ms_estimate": 4.3125, "rows": 23, "total_cost": 23.84}, "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_message": null, "error_type": null, "execution_time_ms": 48.58663026243448, "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 GROUP BY a.id HAVING SUM(td.commission) FILTER (WHERE tb.status = 'settled') < 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\nGROUP BY\n a.id\nHAVING\n SUM(td.commission) FILTER(WHERE\n tb.status = 'settled') < 0\nORDER BY\n 1", "id": "c9fad156-5bff-4310-876a-a72d0a9b6076", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "5 results \u2014 first client: Fictional Company 11", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "321d9f4c705b1594", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "321d9f4c705b1594", "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.", "pivot": null, "query_id": "f316cb5d-6f4c-4ff7-8881-5e87a577cfca", "row_count": 5, "shorthands_applied": [], "sql_explanation": {"bullets": ["Start from the accounts table and attach trade bookings by matching each booking's user_id to the account's id, then attach trade details by matching each detail's trade_booking_id to the booking's id.", "Group everything by account ID.", "For each account, add up the commission from trade details, counting only rows whose booking status is 'settled'.", "Keep only accounts where that sum is negative.", "Return the account's id as user_id, sorted in ascending order."], "model": "glm-5.2", "provider": "zai", "summary": "List every distinct account ID that has at least one trade booking and trade detail, where the summed commission of settled bookings for that account is negative, sorted ascending by ID.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6002ae4ad82d3cb4b72803c94ae", "trace_snapshot": {"child_trace_ids": ["7696f600508118c731924e218852cfa8"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6002ae4ad82d3cb4b72803c94ae", "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": "10d9e27c-841b-419c-b872-ff0ee0ea47af", "optional_status": "done", "timing": {"base_persistence_ms": 3.8556214421987534, "first_useful_ms": 4867.036800831556, "optional_ms": 2748.3169538900256, "queue_ms": 0.0, "required_to_ready_ms": 4867.036800831556, "submission_ack_ms": 1.5942836180329323, "total_ms": 7618.079656735063}}, "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": 2.64, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 48.59, "validate_ms": 0.0}, "trace_id": "7696f6002ae4ad82d3cb4b72803c94ae", "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: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": 4707.181523554027, "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": 4704.85073607415, "feature_first_useful_ms": 4679.705533199012, "first_useful_ms": 4681.6635290160775, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.9304146990180016, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.2488366812467575, "optional_ms": 89.46507796645164, "queue_ms": 0.0, "required_to_ready_ms": 4560.036067850888, "submission_ack_ms": 1.3692062348127365, "total_ms": 4651.126012206078}, "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": 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": "cc80c07b-053f-4781-ae46-9db4c1491e70", "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": [{"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 `). 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": "cc80c07b-053f-4781-ae46-9db4c1491e70", "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": [{"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": "2635abfa-b569-4404-934d-5cdb7e198c98", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a240ea01-5b23-4dd3-bb06-2c1f98d71728", "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 result ('first checked result') and a ct.client_360 view plus a sell-currency-to-GBP rate field that are not present in the provided schema, so no safe query can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Requi", "prompt_sha256": "6c9bcd7f3326205e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0c3648d6bfdf9afe", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0c3648d6bfdf9afe", "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": "cc80c07b-053f-4781-ae46-9db4c1491e70", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-cc80c07b-053f-4781-ae46-9db4c1491e70", "trace_snapshot": {"job": {"job_id": "3277be26-e79e-4f41-b5f1-cca0c09b6216", "optional_status": "done", "timing": {"base_persistence_ms": 2.2488366812467575, "optional_ms": 89.46507796645164, "queue_ms": 0.0, "required_to_ready_ms": 4560.036067850888, "submission_ack_ms": 1.3692062348127365, "total_ms": 4651.126012206078}}}, "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_EXECUTION_001"}, "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": 5338.518483564258, "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": 5331.56580850482, "feature_first_useful_ms": 5319.418636150658, "first_useful_ms": 5326.138913631439, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 6.665555760264397, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.202625274658203, "optional_ms": 68.18317621946335, "queue_ms": 0.0, "required_to_ready_ms": 5137.0079685002565, "submission_ack_ms": 4.914438351988792, "total_ms": 5207.6008673757315}, "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": 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": "3f7ebe9b-3f8e-40a7-b85b-407808b2a4d3", "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": [{"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 `). 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": "3f7ebe9b-3f8e-40a7-b85b-407808b2a4d3", "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": [{"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": "2635abfa-b569-4404-934d-5cdb7e198c98", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "0ea3c051-8a4d-40eb-8f53-914c8dac6069", "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": "a9121e1632f73224", "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 'the same checked IDs from the first result', which is not available in this conversation, and the provided schema lists table names without columns, so I cannot construct a valid query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Ref", "prompt_sha256": "4c1bcf66349bd869", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4c1bcf66349bd869", "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": "3f7ebe9b-3f8e-40a7-b85b-407808b2a4d3", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3f7ebe9b-3f8e-40a7-b85b-407808b2a4d3", "trace_snapshot": {"job": {"job_id": "d88eee66-ce3b-4296-9482-47efde4f99fe", "optional_status": "done", "timing": {"base_persistence_ms": 7.202625274658203, "optional_ms": 68.18317621946335, "queue_ms": 0.0, "required_to_ready_ms": 5137.0079685002565, "submission_ack_ms": 4.914438351988792, "total_ms": 5207.6008673757315}}}, "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_EXECUTION_001"}, "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:t2:base:repeat1", "case_id": "independent11:negative_realized_commission:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11523.379751481116, "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": 11520.480903796852, "feature_first_useful_ms": 6680.02007342875, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6682.521278038621, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.472533844411373, "intent_family": "independent11:negative_realized_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.2517256438732147, "first_useful_ms": 6544.8281317949295, "optional_ms": 4862.758258357644, "queue_ms": 0.0, "required_to_ready_ms": 6544.8281317949295, "submission_ack_ms": 1.2989938259124756, "total_ms": 11408.31546485424}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "5 clients have a negative total realized commission on settled trades", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:negative_realized_commission: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": "57a07af7-73a8-4ae8-bed9-d4380d9d4936", "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": [{"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 sum ...", "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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:1b653b0b3ec7aa45", "key_column": "user_id", "key_count": 5, "keys": ["11011", "11022", "11033", "11044", "11055"], "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, "unit": null, "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": "57a07af7-73a8-4ae8-bed9-d4380d9d4936", "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": [{"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": "8e69d2b3-be64-4cf1-9985-d41acfcd6e87", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.25e-06, "estimated_rows": 1, "ms_estimate": 0.1625, "rows": 1, "total_cost": 18.1}, "created_at": "2026-09-06T12:00:00Z", "data": [[5]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 53.41007374227047, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM (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 = 'settled' 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) AS negative_commission_clients", "generated_sql_pretty": "SELECT\n COUNT(*) AS client_count\nFROM (\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 tb.status = 'settled'\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) AS negative_commission_clients", "id": "2b35d4ad-f06e-4a92-9dff-d9477e3ac6b1", "insight_assumptions": ["Realized commission = sum of trade_details.commission on settled bookings only; non-settled trades excluded", "Excludes CurrencyTransfer staff/internal accounts (id 1 and @currencytransfer.com email addresses)"], "insight_follow_ups": ["List those 5 clients and their total commission", "How negative is each client's commission in total?", "Which trades drove the largest negative commission for these clients?"], "insight_headline": "5 clients have a negative total realized commission on settled trades", "insight_notes": ["This counts clients whose summed commission across settled trades is below zero, i.e. net negative commission rather than a single losing trade.", "With only one aggregate value there is no breakdown to gauge how negative these positions are."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a1e60561f6adb0c0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a1e60561f6adb0c0", "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.", "pivot": null, "query_id": "57a07af7-73a8-4ae8-bed9-d4380d9d4936", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads trades from trade_bookings joined to trade_details on the booking's id, keeping only trades with status 'settled'.", "Excludes any user who is account id 1 or whose account email contains '@currencytransfer.com'.", "Groups the trades by user and keeps only users whose summed commission across their settled trades is below zero.", "Counts those users and reports the number as client_count \u2014 an empty set would yield zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count the distinct users whose settled trades have a negative total commission, excluding the internal account (id 1) and any account with a currencytransfer.com email address.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60098a0054288f145ada3e10386", "trace_snapshot": {"child_trace_ids": ["7696f600c0a0fb3a5ef147d181303433"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60098a0054288f145ada3e10386", "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": "aca36d34-0fd9-4995-b97a-dd2205ae7df0", "optional_status": "done", "timing": {"base_persistence_ms": 2.2517256438732147, "first_useful_ms": 6544.8281317949295, "optional_ms": 4862.758258357644, "queue_ms": 0.0, "required_to_ready_ms": 6544.8281317949295, "submission_ack_ms": 1.2989938259124756, "total_ms": 11408.31546485424}}, "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": 4.96, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 53.41, "validate_ms": 0.0}, "trace_id": "7696f60098a0054288f145ada3e10386", "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: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": 5166.048061102629, "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": 5163.354909047484, "feature_first_useful_ms": 5150.798773393035, "first_useful_ms": 5153.234116733074, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.400142140686512, "intent_family": "independent11:fx_missing_on_settled", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.843105562031269, "optional_ms": 75.2491569146514, "queue_ms": 0.0, "required_to_ready_ms": 4848.2325645163655, "submission_ack_ms": 1.5160823240876198, "total_ms": 4924.540147185326}, "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": "5b110bb7-cd51-47a5-87da-c2206c5dbfd4", "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": [{"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 `). 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": "5b110bb7-cd51-47a5-87da-c2206c5dbfd4", "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": [{"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": "2635abfa-b569-4404-934d-5cdb7e198c98", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "5224d48e-35e9-4c10-84d3-0499b33211e9", "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 a valid query: the request depends on an unspecified prior result ('the third result'), references a rate-membership concept not present in the schema, and the provided tables expose no columns.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"'", "prompt_sha256": "2d7a1bc6e82787b2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "cb9399c809493bb6", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "cb9399c809493bb6", "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": "5b110bb7-cd51-47a5-87da-c2206c5dbfd4", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-5b110bb7-cd51-47a5-87da-c2206c5dbfd4", "trace_snapshot": {"job": {"job_id": "a02ab789-33c3-4ea1-a961-f6ed724bd64b", "optional_status": "done", "timing": {"base_persistence_ms": 4.843105562031269, "optional_ms": 75.2491569146514, "queue_ms": 0.0, "required_to_ready_ms": 4848.2325645163655, "submission_ack_ms": 1.5160823240876198, "total_ms": 4924.540147185326}}}, "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_EXECUTION_001"}, "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": 7383.372706361115, "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": 7379.869568161666, "feature_first_useful_ms": 3696.2185818701982, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 3698.9349238574505, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.685191109776497, "intent_family": "independent11:negative_realized_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0044854134321213, "first_useful_ms": 3553.6502888426185, "optional_ms": 3763.2797714322805, "queue_ms": 0.0, "required_to_ready_ms": 3553.6502888426185, "submission_ack_ms": 1.8764138221740723, "total_ms": 7317.615924403071}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "5 results \u2014 first client: Fictional Company 55", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["55"]}, "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": "dd039100-430d-40af-92b3-a80d9c89a271", "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": [{"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"], "title": "Show the same checked IDs for the CT accounts of a...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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 `). 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:55a9a376d24a22c8", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "dd039100-430d-40af-92b3-a80d9c89a271", "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": [{"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": "8e69d2b3-be64-4cf1-9985-d41acfcd6e87", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.8e-05, "estimated_rows": 8, "ms_estimate": 1.4000000000000001, "rows": 8, "total_cost": 18.13}, "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_message": null, "error_type": null, "execution_time_ms": 55.200585164129734, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "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 = 'settled' 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 ORDER BY tb.user_id DESC NULLS LAST", "generated_sql_pretty": "SELECT\n tb.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'\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 )\nGROUP BY\n tb.user_id\nHAVING\n SUM(td.commission) < 0\nORDER BY\n tb.user_id DESC NULLS LAST", "id": "86df1892-2fe2-4d89-a544-b69e96a09571", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "5 results \u2014 first client: Fictional Company 55", "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7e38565991406f68", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "7e38565991406f68", "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.", "pivot": null, "query_id": "dd039100-430d-40af-92b3-a80d9c89a271", "row_count": 5, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads trade_bookings joined to trade_details on trade_booking_id = booking id.", "Keeps only bookings with status 'settled'.", "Excludes users whose ID is 1 or whose account email contains '@currencytranslate.com' \u2014 here '@currencytransfer.com' \u2014 from the accounts table.", "Groups rows by user and keeps only groups where the summed commission is negative.", "Returns only user_id, ordered from highest to lowest, with any missing ID placed last."], "model": "glm-5.2", "provider": "zai", "summary": "From settled trade bookings, group by user, keep only users excluded from internal accounts whose total commission is negative, and list their IDs in descending order.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6009e4831836f6e483d857de23f", "trace_snapshot": {"child_trace_ids": ["7696f600ae93131ca8a946bbbfda9908"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6009e4831836f6e483d857de23f", "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": "f8ad1704-1de9-4db0-a493-cb1465ef173b", "optional_status": "done", "timing": {"base_persistence_ms": 1.0044854134321213, "first_useful_ms": 3553.6502888426185, "optional_ms": 3763.2797714322805, "queue_ms": 0.0, "required_to_ready_ms": 3553.6502888426185, "submission_ack_ms": 1.8764138221740723, "total_ms": 7317.615924403071}}, "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": 3.93, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 55.2, "validate_ms": 0.0}, "trace_id": "7696f6009e4831836f6e483d857de23f", "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:all_commission_unknown:t1:base:repeat1", "case_id": "independent11:all_commission_unknown:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7059.925263747573, "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": 11012}, {"user_id": 11024}, {"user_id": 11036}, {"user_id": 11048}, {"user_id": 11060}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7054.876553826034, "feature_first_useful_ms": 7042.975038290024, "first_useful_ms": 7047.797221690416, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.789051599800587, "intent_family": "independent11:all_commission_unknown", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.16022802144289, "optional_ms": 61.6219537332654, "queue_ms": 0.0, "required_to_ready_ms": 6731.628178618848, "submission_ack_ms": 1.698448322713375, "total_ms": 6794.415052048862}, "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": "939e3a29-1cfa-4136-ae82-91eb34debd48", "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": [{"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 `). 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": {}, "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": "939e3a29-1cfa-4136-ae82-91eb34debd48", "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": [{"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": "1b0adaa1-45f7-4960-a53c-734ee8929f86", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c412214d-8587-4d8e-9d7e-5ab9e40054c8", "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 requires raw trade-level commission data (trade_details.commission IS NULL for all of a user's bookings) but the gold-leg constraint forbids referencing anything other than ct.client_360 and pipedrive.*, which expose no commission-null signal.\",\n ", "prompt_sha256": "aa2ce329e434039a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4694c16d3ccbb0c7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4694c16d3ccbb0c7", "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": "error", "pivot": null, "query_id": "939e3a29-1cfa-4136-ae82-91eb34debd48", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-939e3a29-1cfa-4136-ae82-91eb34debd48", "trace_snapshot": {"job": {"job_id": "aed5c8fb-f08b-455d-a41f-f585c4b4d205", "optional_status": "done", "timing": {"base_persistence_ms": 3.16022802144289, "optional_ms": 61.6219537332654, "queue_ms": 0.0, "required_to_ready_ms": 6731.628178618848, "submission_ack_ms": 1.698448322713375, "total_ms": 6794.415052048862}}}, "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_EXECUTION_001"}, "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": 6717.064288444817, "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": 6714.251043274999, "feature_first_useful_ms": 6695.888297632337, "first_useful_ms": 6698.360191658139, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.44357343763113, "intent_family": "independent11:all_commission_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1543398723006248, "optional_ms": 72.9386992752552, "queue_ms": 0.0, "required_to_ready_ms": 6471.721539273858, "submission_ack_ms": 1.5266817063093185, "total_ms": 6545.435934327543}, "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": 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": "38e692e4-adab-4aa9-94e3-3f6ce77f934f", "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": [{"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 `). 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": "38e692e4-adab-4aa9-94e3-3f6ce77f934f", "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": [{"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": "1b0adaa1-45f7-4960-a53c-734ee8929f86", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c6ee3be0-a214-4c11-8cfc-451690c64a5b", "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 provided schema lists tables with no columns, and the question references 'commission inputs all unknown' and ct.client_360, none of which exist in the available schema, so no safe query can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Sch", "prompt_sha256": "ebc4ddf266abe287", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5a15096a351de3bf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5a15096a351de3bf", "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": "38e692e4-adab-4aa9-94e3-3f6ce77f934f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-38e692e4-adab-4aa9-94e3-3f6ce77f934f", "trace_snapshot": {"job": {"job_id": "11cc0358-3b37-47de-aaf5-730422150893", "optional_status": "done", "timing": {"base_persistence_ms": 1.1543398723006248, "optional_ms": 72.9386992752552, "queue_ms": 0.0, "required_to_ready_ms": 6471.721539273858, "submission_ack_ms": 1.5266817063093185, "total_ms": 6545.435934327543}}}, "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_EXECUTION_001"}, "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": 12138.129701837897, "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": 12134.789978154004, "feature_first_useful_ms": 8131.175734102726, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8134.102652780712, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.863636240363121, "intent_family": "independent11:negative_realized_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1689290404319763, "first_useful_ms": 7925.452501513064, "optional_ms": 3855.502418242395, "queue_ms": 0.0, "required_to_ready_ms": 7925.452501513064, "submission_ack_ms": 1.9293362274765968, "total_ms": 11781.431545503438}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "5 distinct client accounts have a negative sum of known realized commission on settled trades.", "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": "2a495e90-ee66-459d-bcef-94b2be0f285c", "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": [{"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 `). 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:6cfd7c59a822cece", "key_column": "user_id", "key_count": 5, "keys": ["11011", "11022", "11033", "11044", "11055"], "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, "unit": null, "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": "2a495e90-ee66-459d-bcef-94b2be0f285c", "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": [{"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, ", "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": "8e69d2b3-be64-4cf1-9985-d41acfcd6e87", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 21.75}, "created_at": "2026-09-06T12:00:00Z", "data": [[5]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 60.55133789777756, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM (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 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) AS negative_commission_users", "generated_sql_pretty": "SELECT\n COUNT(*) AS client_count\nFROM (\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 tb.status = 'settled'\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) AS negative_commission_users", "id": "34fde0ed-d925-4366-afc6-25aa19bcbbdb", "insight_assumptions": ["Realized commission taken as SUM of td.commission over settled trade bookings only.", "Excludes the account with id 1 and any accounts with an email matching '%@currencytransfer.com' (internal CurrencyTransfer accounts)."], "insight_follow_ups": ["List those 5 client accounts with their total commission and trade counts.", "Which individual settled trades drove the negative commission for these clients?"], "insight_headline": "5 distinct client accounts have a negative sum of known realized commission on settled trades.", "insight_notes": ["This counts accounts, not individual trades \u2014 the negativity is the net across each account's settled trade bookings."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7a006debbdd67165", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "7a006debbdd67165", "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.", "pivot": null, "query_id": "2a495e90-ee66-459d-bcef-94b2be0f285c", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Read trade_bookings joined to trade_details on the booking ID, and joined to accounts on the booking's user ID.", "Keep only bookings with status 'settled'.", "Exclude any user whose account ID is 1 or whose email contains '@currencytransfer.com'.", "Group the remaining bookings by user ID.", "Keep only users whose summed commission across their settled bookings is below zero.", "Count those users \u2014 the result is a single number called client_count, zero if none qualify."], "model": "glm-5.2", "provider": "zai", "summary": "Count how many distinct user IDs have settled trade bookings whose total commission across those bookings is negative, excluding internal CurrencyTransfer accounts.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6008abfb116c4904dd2b119029b", "trace_snapshot": {"child_trace_ids": ["7696f600bc9ef20792d048b197269929"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6008abfb116c4904dd2b119029b", "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": "e4ee4c29-2488-42d8-bd10-e22f37e29207", "optional_status": "done", "timing": {"base_persistence_ms": 1.1689290404319763, "first_useful_ms": 7925.452501513064, "optional_ms": 3855.502418242395, "queue_ms": 0.0, "required_to_ready_ms": 7925.452501513064, "submission_ack_ms": 1.9293362274765968, "total_ms": 11781.431545503438}}, "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": 5.39, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 60.55, "validate_ms": 0.0}, "trace_id": "7696f6008abfb116c4904dd2b119029b", "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:t3:base:repeat1", "case_id": "independent11:all_commission_unknown:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5798.53808414191, "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": 5794.968652538955, "feature_first_useful_ms": 5778.670137748122, "first_useful_ms": 5782.014931552112, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.3086929470300674, "intent_family": "independent11:all_commission_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.536879412829876, "optional_ms": 73.54564033448696, "queue_ms": 0.0, "required_to_ready_ms": 5472.0875937491655, "submission_ack_ms": 2.420262433588505, "total_ms": 5547.785356640816}, "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": 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": "c886b908-8f73-4c6d-ab54-fb15e1e953bd", "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": [{"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 `). 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": "c886b908-8f73-4c6d-ab54-fb15e1e953bd", "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": [{"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": "1b0adaa1-45f7-4960-a53c-734ee8929f86", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "8c26e4c0-73c4-47ff-81f2-0bfa407557f2", "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 'first result' (checked IDs) that is not available in this conversation, and it requires columns from ct.client_360 / pipedrive tables that are not present in the provided schema, so a correct query cannot be generated.\",\n \"con", "prompt_sha256": "9226977882185725", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1a1b92236c203bb6", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1a1b92236c203bb6", "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": "c886b908-8f73-4c6d-ab54-fb15e1e953bd", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-c886b908-8f73-4c6d-ab54-fb15e1e953bd", "trace_snapshot": {"job": {"job_id": "8aab9b54-acd7-440c-bd27-d2385a8ecdd5", "optional_status": "done", "timing": {"base_persistence_ms": 5.536879412829876, "optional_ms": 73.54564033448696, "queue_ms": 0.0, "required_to_ready_ms": 5472.0875937491655, "submission_ack_ms": 2.420262433588505, "total_ms": 5547.785356640816}}}, "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_EXECUTION_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": 4394.276744686067, "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": 4391.198789700866, "feature_first_useful_ms": 4379.348966293037, "first_useful_ms": 4382.20111373812, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.826317213475704, "intent_family": "independent11:all_commission_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.903591513633728, "optional_ms": 74.76603426039219, "queue_ms": 0.0, "required_to_ready_ms": 4237.619115971029, "submission_ack_ms": 1.3445457443594933, "total_ms": 4312.807133421302}, "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": "7447e7a3-68ea-4262-a7c7-48bcdbb3ab96", "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": [{"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 `). 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": "7447e7a3-68ea-4262-a7c7-48bcdbb3ab96", "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": [{"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": "1b0adaa1-45f7-4960-a53c-734ee8929f86", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "cf167079-5c56-48c7-8e55-57ae40eaf7b3", "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 is too ambiguous to translate: 'commission inputs are all unknown membership from the third result' refers to an undefined prior result and an unclear membership condition, so no reliable CT-leg query can be generated.\",\n \"confidence\": \"uncertain", "prompt_sha256": "7b6c3194fb5c59e2", "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 plus commission fields, but the provided schema lists no columns for any table and does not include ct.client_360 or pipedrive tables, so no query can be confidently generated.\",\n \"confidence\": \"uncer", "prompt_sha256": "3b58d8277a377456", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3b58d8277a377456", "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": "7447e7a3-68ea-4262-a7c7-48bcdbb3ab96", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-7447e7a3-68ea-4262-a7c7-48bcdbb3ab96", "trace_snapshot": {"job": {"job_id": "31b6c847-7681-43a5-88a6-94f63f9d2d2d", "optional_status": "done", "timing": {"base_persistence_ms": 0.903591513633728, "optional_ms": 74.76603426039219, "queue_ms": 0.0, "required_to_ready_ms": 4237.619115971029, "submission_ack_ms": 1.3445457443594933, "total_ms": 4312.807133421302}}}, "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_EXECUTION_001"}, "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": 11837.603689171374, "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": 11832.838856615126, "feature_first_useful_ms": 8383.816183544695, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8387.971634976566, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.127340391278267, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.137560725212097, "first_useful_ms": 8271.102860569954, "optional_ms": 3425.598194822669, "queue_ms": 0.0, "required_to_ready_ms": 8271.102860569954, "submission_ack_ms": 1.819581724703312, "total_ms": 11698.295200243592}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "8 results \u2014 first client: Fictional Company 7", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["7"]}, "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": "3c29e2c7-f648-460c-9b6a-e023364db4a7", "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": [{"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"], "title": "List every distinct CT accounts of any role with a...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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 `). 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:b64d4b745c8e5f26", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "3c29e2c7-f648-460c-9b6a-e023364db4a7", "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": [{"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, ", "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": "7dea455e-435f-4ae7-a886-ac9edb621292", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4e-06, "estimated_rows": 1, "ms_estimate": 0.2, "rows": 1, "total_cost": 22.91}, "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_message": null, "error_type": null, "execution_time_ms": 72.31965102255344, "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 JOIN public.accounts AS a ON a.id = tb.user_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 ORDER BY tb.user_id", "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\nJOIN public.accounts AS a\n ON a.id = tb.user_id\nWHERE\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 )\nGROUP BY\n tb.user_id\nHAVING\n SUM(td.commission) = 0\nORDER BY\n tb.user_id", "id": "72ed3d69-47f5-4592-b4d1-90c112ee13c1", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "8 results \u2014 first client: Fictional Company 7", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "907e054b48596b3c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "907e054b48596b3c", "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.", "pivot": null, "query_id": "3c29e2c7-f648-460c-9b6a-e023364db4a7", "row_count": 8, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads trade_bookings joined to trade_details on trade_booking_id = id, then joined to accounts on accounts.id = trade_bookings.user_id.", "Keeps only bookings that are not 'closed' and have no deleted_at value (not deleted).", "Requires the account not to have skip_commission_calculations set to true, the sell_currency_to_gbp_rate to be filled in, and the commission on each detail row to be filled in.", "Excludes any user_id that appears in a list of internal accounts: the account with id = 1 or any account whose email ends in '@currencytransfer.com' (case-insensitive).", "Groups rows by user_id and keeps only groups where the sum of td.commission is exactly zero.", "Returns just user_id, sorted in ascending order."], "model": "glm-5.2", "provider": "zai", "summary": "Finds each distinct user_id whose trade bookings, after all filters, have commissions that sum to exactly zero, listing the IDs in ascending order.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600238f9b384679479597ccec1b", "trace_snapshot": {"child_trace_ids": ["7696f6005e2175515b85491188e5f3b3"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600238f9b384679479597ccec1b", "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": "84668699-ae70-4f85-b210-bfff2371223f", "optional_status": "done", "timing": {"base_persistence_ms": 4.137560725212097, "first_useful_ms": 8271.102860569954, "optional_ms": 3425.598194822669, "queue_ms": 0.0, "required_to_ready_ms": 8271.102860569954, "submission_ack_ms": 1.819581724703312, "total_ms": 11698.295200243592}}, "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": 5.2, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 72.32, "validate_ms": 0.0}, "trace_id": "7696f600238f9b384679479597ccec1b", "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 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: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": 9646.899058483541, "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": 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": 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": 9640.981015749276, "feature_first_useful_ms": 6468.967922963202, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 6473.312711343169, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.314707592129707, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0334346443414688, "first_useful_ms": 6338.132441975176, "optional_ms": 3146.5619765222073, "queue_ms": 0.0, "required_to_ready_ms": 6338.132441975176, "submission_ack_ms": 1.8970854580402374, "total_ms": 9485.396874137223}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 results \u2014 first client: Fictional Company 3", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["3"]}, "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": "641697c6-fa70-4467-9999-d5fab3d873df", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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 `). 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": {"__cohort_keys__": {"derivation": "", "derived_columns": ["user_id", "client", "client_type"], "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"], "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, "unit": null, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "641697c6-fa70-4467-9999-d5fab3d873df", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "c4a54773-80df-43c7-be25-4c9945df35f6", "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_message": null, "error_type": null, "execution_time_ms": 76.78812276571989, "federation_metadata": {"freshness": "Query times are separate. Source refresh time is unknown unless supplied.", "input_truncated": false, "join": {"build_label": "ct", "coverage_ratio": 0.8222222222222222, "ct_key": "user_id", "dropped_null": 0, "gold_key": "user_id", "key": "user_id", "matched": 37, "output_rows": 45, "preserve_label": "gold", "unmatched": 8}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "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 WHERE NOT user_id IS NULL ORDER BY 1 LIMIT 10000", "trace_id": "7696f60032deee8629934cb98f5119b1", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 56, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT DISTINCT tb.user_id AS user_id FROM public.trade_bookings AS tb WHERE tb.status = 'settled' AND NOT tb.completed_at IS NULL AND NOT tb.settlement_at IS NULL AND CAST(((tb.completed_at AT TIME ZONE 'UTC') AT TIME ZONE 'Europe/London') AS DATE) <> CAST(((tb.settlement_at AT TIME ZONE 'UTC') AT TIME ZONE 'Europe/London') AS DATE) ORDER BY 1 LIMIT 10000", "trace_id": "7696f6005436f9c8c060432da05f331d", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "8aac3543-fe12-41ed-be47-666436baf083", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "45 results \u2014 first client: Fictional Company 3", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ce8caecbb98796a2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6c6584396663c0a8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6c6584396663c0a8", "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.", "pivot": null, "query_id": "641697c6-fa70-4467-9999-d5fab3d873df", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["[Gold / Pipedrive] Reads ct.client_360 and returns user_id for every row where user_id is not missing, ordered ascending, capped at 10,000 rows.", "[CT Ledger] Reads public.trade_bookings and keeps only rows with status = 'settled' where both completed_at and settlement_at are filled in.", "[CT Ledger] Converts completed_at and settlement_at from UTC to Europe/London time and keeps only rows where the two calendar dates differ.", "[CT Ledger] Returns the distinct matching user_id values, ordered ascending, capped at 10,000 rows.", "[Merged] The two lists are joined per user_id, and the merged answer returns user_id along with client and client_type."], "model": "glm-5.2", "provider": "zai", "summary": "Two sources merged per user: Pipedrive provides a list of client IDs, and the CT Ledger provides IDs of users with settled bookings whose completion date and settlement date differ when converted from UTC to Europe/London; only user_id is returned in ascending order.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600a74d82add0654418a9bb3abc", "trace_snapshot": {"child_trace_ids": ["7696f60032deee8629934cb98f5119b1", "7696f6005436f9c8c060432da05f331d"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600a74d82add0654418a9bb3abc", "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": "af1bdc6a-3edb-4ed6-b810-cfc65e1d7ff1", "optional_status": "done", "timing": {"base_persistence_ms": 1.0334346443414688, "first_useful_ms": 6338.132441975176, "optional_ms": 3146.5619765222073, "queue_ms": 0.0, "required_to_ready_ms": 6338.132441975176, "submission_ack_ms": 1.8970854580402374, "total_ms": 9485.396874137223}}, "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": 2.24, "parse_ms": 0.0, "required_checks_ms": 6.45, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 76.79, "validate_ms": 0.0}, "trace_id": "7696f600a74d82add0654418a9bb3abc", "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: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": 7565.374083817005, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 56}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7562.27417755872, "feature_first_useful_ms": 7531.455938704312, "first_useful_ms": 7534.314107149839, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.825366333127022, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.803177133202553, "optional_ms": 68.70435737073421, "queue_ms": 0.0, "required_to_ready_ms": 7230.67117203027, "submission_ack_ms": 1.9294163212180138, "total_ms": 7300.29627121985}, "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:deadline_actual_date_disagreement: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": "95ad3990-602b-4047-bee0-21752fa938ff", "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": [{"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 `). 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": "95ad3990-602b-4047-bee0-21752fa938ff", "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": [{"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": "c4a54773-80df-43c7-be25-4c9945df35f6", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "e50ecb78-3aab-41ab-866e-faf3bdd7a277", "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": "fd3a0372bf94a5e4", "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 satisfied: the required settlement fields (trade_details.status, completed_at, settlement_at) live in raw ct.trade_details, but the federation gold leg forbids any raw ct.* table except ct.client_360, whose column list is not provided, s", "prompt_sha256": "150e7f1d69634b65", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "150e7f1d69634b65", "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": "error", "pivot": null, "query_id": "95ad3990-602b-4047-bee0-21752fa938ff", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-95ad3990-602b-4047-bee0-21752fa938ff", "trace_snapshot": {"job": {"job_id": "49ea2c8b-8703-4ae0-8bb0-151cfe72aace", "optional_status": "done", "timing": {"base_persistence_ms": 5.803177133202553, "optional_ms": 68.70435737073421, "queue_ms": 0.0, "required_to_ready_ms": 7230.67117203027, "submission_ack_ms": 1.9294163212180138, "total_ms": 7300.29627121985}}}, "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_EXECUTION_001"}, "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:t2:base:repeat1", "case_id": "independent11:known_zero_booked_commission:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12448.905125260353, "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": 12445.302351377904, "feature_first_useful_ms": 6657.850465737283, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6661.008354276419, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.1283674761652946, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.594098940491676, "first_useful_ms": 6350.174196995795, "optional_ms": 5677.033426240087, "queue_ms": 0.0, "required_to_ready_ms": 6350.174196995795, "submission_ack_ms": 1.718549057841301, "total_ms": 12028.140984475613}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "8 non-internal accounts have non-null booked commission inputs but a booked commission total of exactly zero.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:known_zero_booked_commission: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": "eb2ff871-c5fa-494a-b0c5-666bfe4750b6", "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": [{"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 with at le...", "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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:ae51a9220546f17a", "key_column": "user_id", "key_count": 8, "keys": ["11007", "11014", "11021", "11028", "11035", "11042", "11049", "11056"], "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, "unit": null, "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": "eb2ff871-c5fa-494a-b0c5-666bfe4750b6", "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": [{"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, ", "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": "7dea455e-435f-4ae7-a886-ac9edb621292", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 22.92}, "created_at": "2026-09-06T12:00:00Z", "data": [[8]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 65.80113898962736, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(*) AS client_count FROM (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 <> '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) AS z", "generated_sql_pretty": "SELECT\n COUNT(*) AS client_count\nFROM (\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 (\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) AS z", "id": "54d1df57-1dd9-4558-b553-cdb6498fdf77", "insight_assumptions": ["Excludes CT internal accounts (account id 1 and any email containing @currencytransfer.com).", "Qualifying bookings are non-closed, non-deleted trades with a sell-to-GBP conversion rate present and commission recorded; accounts flagged skip_commission_calculations are excluded."], "insight_follow_ups": ["Which 8 clients are these \u2014 list their names and zero-net commission booking details?", "For these clients, what is the total notional traded on the zero-commission bookings?", "Do any of these 8 clients also hold bookings with non-zero commission in the same period?"], "insight_headline": "8 non-internal accounts have non-null booked commission inputs but a booked commission total of exactly zero.", "insight_notes": ["These are accounts with at least one qualifying trade booking where commission was recorded, yet the values net to zero \u2014 worth distinguishing from accounts with no commission inputs at all.", "All figures count accounts, not trades; an account appears once regardless of how many zero-net bookings it has."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8ca1dbdd0041d415", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8ca1dbdd0041d415", "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.", "pivot": null, "query_id": "eb2ff871-c5fa-494a-b0c5-666bfe4750b6", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads trade_bookings joined to trade_details on trade_booking_id and to accounts on the booking's user_id.", "Keeps bookings where status is not 'closed', deleted_at is empty, the GBP conversion rate and the commission are both present, and the account's skip_commission_calculations flag is not true.", "Excludes any user whose account id is 1 or whose email contains '@currencytranslate.com' style domain match \u2014 specifically excludes ids in the subquery where id = 1 OR email contains '@currencytransfer.com'.", "Groups rows per user and keeps only users whose commissions add up to exactly zero.", "Counts those distinct users and returns the number as client_count; if none qualify, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Counts clients whose CT trade bookings all have non-null commissions but those commissions sum to exactly zero, after keeping only active, non-deleted, non-closed bookings on accounts not excluded from commission calculations.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600bcbd73f143394755a7670590", "trace_snapshot": {"child_trace_ids": ["7696f600cee911f2cbba455192c2bfe2"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600bcbd73f143394755a7670590", "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": "7a1acb9a-52e1-444a-ad14-f4db3435f562", "optional_status": "done", "timing": {"base_persistence_ms": 5.594098940491676, "first_useful_ms": 6350.174196995795, "optional_ms": 5677.033426240087, "queue_ms": 0.0, "required_to_ready_ms": 6350.174196995795, "submission_ack_ms": 1.718549057841301, "total_ms": 12028.140984475613}}, "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": 5.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 65.8, "validate_ms": 0.0}, "trace_id": "7696f600bcbd73f143394755a7670590", "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: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": 6857.226647436619, "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": "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": 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": 6854.263797402382, "feature_first_useful_ms": 6836.459611542523, "first_useful_ms": 6839.146892540157, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.655250020325184, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9731436148285866, "optional_ms": 60.72569731622934, "queue_ms": 0.0, "required_to_ready_ms": 6632.94278178364, "submission_ack_ms": 1.8096407875418663, "total_ms": 6694.26790997386}, "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:deadline_actual_date_disagreement: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": "021c6654-7413-49d6-86fe-25d994f2e8d3", "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": [{"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 `). 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": "021c6654-7413-49d6-86fe-25d994f2e8d3", "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": [{"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": "c4a54773-80df-43c7-be25-4c9945df35f6", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "b74177ff-a669-45a0-bae3-dc0e512d5903", "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": "267821bb4759ca81", "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 comparing a settled trade's actual completion date against its settlement deadline date, but no such settlement-deadline/completion columns are documented in the provided schema (table column lists are empty and the curated knowledge for ", "prompt_sha256": "8192983b32cdd635", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8192983b32cdd635", "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": "error", "pivot": null, "query_id": "021c6654-7413-49d6-86fe-25d994f2e8d3", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-021c6654-7413-49d6-86fe-25d994f2e8d3", "trace_snapshot": {"job": {"job_id": "1db1955f-9a10-4fa0-92c2-8182905608e0", "optional_status": "done", "timing": {"base_persistence_ms": 0.9731436148285866, "optional_ms": 60.72569731622934, "queue_ms": 0.0, "required_to_ready_ms": 6632.94278178364, "submission_ack_ms": 1.8096407875418663, "total_ms": 6694.26790997386}}}, "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_EXECUTION_001"}, "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": 10044.88752875477, "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": 10042.018588632345, "feature_first_useful_ms": 6585.113243199885, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 6587.333960458636, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.187206409871578, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.97651407122612, "first_useful_ms": 6322.087049484253, "optional_ms": 3460.347993299365, "queue_ms": 0.0, "required_to_ready_ms": 6322.087049484253, "submission_ack_ms": 5.45168574899435, "total_ms": 9782.936159521341}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "8 results \u2014 first client: Fictional Company 56", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["56"]}, "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": "432f831d-dc8f-4dd2-80a4-f3a00f7845ce", "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": [{"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"], "title": "Show the same checked IDs for the CT accounts of a...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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 `). 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:f7fb770c9385613d", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "432f831d-dc8f-4dd2-80a4-f3a00f7845ce", "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": [{"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, ", "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": "7dea455e-435f-4ae7-a886-ac9edb621292", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4e-06, "estimated_rows": 1, "ms_estimate": 0.2, "rows": 1, "total_cost": 934.15}, "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_message": null, "error_type": null, "execution_time_ms": 68.54520458728075, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id FROM public.accounts AS a WHERE NOT a.skip_commission_calculations IS TRUE AND EXISTS(SELECT 1 FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE 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 AND NOT td.commission IS NULL) AND 0 = (SELECT COALESCE(SUM(td.commission), 0) FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE tb.user_id = a.id AND tb.status <> 'closed' AND NOT tb.sell_currency_to_gbp_rate IS NULL) ORDER BY a.id DESC NULLS LAST", "generated_sql_pretty": "SELECT\n a.id AS user_id\nFROM public.accounts AS a\nWHERE\n NOT a.skip_commission_calculations IS TRUE\n AND EXISTS(\n SELECT\n 1\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 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\n AND NOT td.commission IS NULL\n )\n AND 0 = (\n SELECT\n COALESCE(SUM(td.commission), 0)\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 tb.user_id = a.id\n AND tb.status <> 'closed'\n AND NOT tb.sell_currency_to_gbp_rate IS NULL\n )\nORDER BY\n a.id DESC NULLS LAST", "id": "51438cba-9f1b-4dc9-9129-0a930e80c8d6", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "8 results \u2014 first client: Fictional Company 56", "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "559c33226665031e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "559c33226665031e", "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.", "pivot": null, "query_id": "432f831d-dc8f-4dd2-80a4-f3a00f7845ce", "row_count": 8, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the accounts table and returns only the id column, renamed user_id, ordered from highest to lowest id with empty ids last.", "Keeps only accounts where skip_commission_calculations is not set to true.", "Requires at least one match: a trade booking belonging to that account, joined to its trade details, where the booking isn't 'closed', has no deletion timestamp, has a sell-to-GBP exchange rate present, and the detail's\u2026", "Also requires that the sum of commission over that account's bookings (again excluding 'closed' ones and ones missing the exchange rate) equals exactly zero, treating missing values as zero in the sum."], "model": "glm-5.2", "provider": "zai", "summary": "Lists account IDs that have at least one commission detail row and whose total commission across open bookings is exactly zero, sorted by ID descending.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600a6bceddc40c14c80bc53fb24", "trace_snapshot": {"child_trace_ids": ["7696f600f152287368854ae0ad411b32"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600a6bceddc40c14c80bc53fb24", "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": "83c00775-f102-4905-bf7d-9c6981cf1e91", "optional_status": "done", "timing": {"base_persistence_ms": 0.97651407122612, "first_useful_ms": 6322.087049484253, "optional_ms": 3460.347993299365, "queue_ms": 0.0, "required_to_ready_ms": 6322.087049484253, "submission_ack_ms": 5.45168574899435, "total_ms": 9782.936159521341}}, "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": 8.08, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 68.55, "validate_ms": 0.0}, "trace_id": "7696f600a6bceddc40c14c80bc53fb24", "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:t4:base:repeat1", "case_id": "independent11:deadline_actual_date_disagreement:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5540.575344115496, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 56}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5537.912214174867, "feature_first_useful_ms": 5526.256606914103, "first_useful_ms": 5528.6511378362775, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3624002933502197, "intent_family": "independent11:deadline_actual_date_disagreement", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.0138584077358246, "optional_ms": 68.07774771004915, "queue_ms": 0.0, "required_to_ready_ms": 5404.082616791129, "submission_ack_ms": 2.7531832456588745, "total_ms": 5473.54950197041}, "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: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": "b6940b4b-9e65-417c-ae8b-26fd137d0b5a", "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": [{"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 `). 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": "b6940b4b-9e65-417c-ae8b-26fd137d0b5a", "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": [{"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": "c4a54773-80df-43c7-be25-4c9945df35f6", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "09024db9-97bc-4c2d-a260-164780840da2", "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 requires comparing trade settlement dates (trade_details.status/completed_at/settlement_at), but the federation leg forbids referencing any raw ct.* table other than ct.client_360, which is not present in the provided schema, so no compliant query", "prompt_sha256": "435e25f2d7301d3b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3d673e80f64b6345", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3d673e80f64b6345", "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": "error", "pivot": null, "query_id": "b6940b4b-9e65-417c-ae8b-26fd137d0b5a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-b6940b4b-9e65-417c-ae8b-26fd137d0b5a", "trace_snapshot": {"job": {"job_id": "af0446c8-9a66-491a-8323-82057098a6e1", "optional_status": "done", "timing": {"base_persistence_ms": 2.0138584077358246, "optional_ms": 68.07774771004915, "queue_ms": 0.0, "required_to_ready_ms": 5404.082616791129, "submission_ack_ms": 2.7531832456588745, "total_ms": 5473.54950197041}}}, "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_EXECUTION_001"}, "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": 16170.855646952987, "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": 16167.514302767813, "feature_first_useful_ms": 11878.542720340192, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 11881.45137950778, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8724074363708496, "intent_family": "independent11:known_zero_booked_commission", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1338992044329643, "first_useful_ms": 11774.563777260482, "optional_ms": 4065.673873759806, "queue_ms": 0.0, "required_to_ready_ms": 11774.563777260482, "submission_ack_ms": 1.423998735845089, "total_ms": 15840.85348341614}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "8 clients have at least one booked commission input yet a booked commission total of exactly zero.", "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": "84c84776-8719-4ef2-9062-2ec66a71c00f", "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": [{"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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:51e27df5d1531cc7", "key_column": "id", "key_count": 8, "keys": ["11007", "11014", "11021", "11028", "11035", "11042", "11049", "11056"], "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, "unit": null, "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": "84c84776-8719-4ef2-9062-2ec66a71c00f", "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": [{"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, ", "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": "7dea455e-435f-4ae7-a886-ac9edb621292", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.5e-06, "estimated_rows": 1, "ms_estimate": 0.225, "rows": 1, "total_cost": 939.5}, "created_at": "2026-09-06T12:00:00Z", "data": [[8]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 84.23537854105234, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a2.id) AS client_count FROM public.accounts AS a2 WHERE a2.id IN (SELECT a.id FROM public.accounts AS a WHERE NOT a.skip_commission_calculations IS TRUE AND EXISTS(SELECT 1 FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE 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 AND NOT td.commission IS NULL) AND 0 = (SELECT COALESCE(SUM(td.commission), 0) FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE tb.user_id = a.id AND tb.status <> 'closed' AND NOT tb.sell_currency_to_gbp_rate IS NULL))", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT a2.id) AS client_count\nFROM public.accounts AS a2\nWHERE\n a2.id IN (\n SELECT\n a.id\n FROM public.accounts AS a\n WHERE\n NOT a.skip_commission_calculations IS TRUE\n AND EXISTS(\n SELECT\n 1\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 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\n AND NOT td.commission IS NULL\n )\n AND 0 = (\n SELECT\n COALESCE(SUM(td.commission), 0)\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 tb.user_id = a.id\n AND tb.status <> 'closed'\n AND NOT tb.sell_currency_to_gbp_rate IS NULL\n )\n )", "id": "d4d7f250-f571-4bd6-ba04-ff02a2bd8759", "insight_assumptions": ["Counts non-closed trades only (excluding closed trades), including those deleted_at is set on.", "Booked commission input means a trade with a non-null sell-to-GBP rate and a non-null commission line."], "insight_follow_ups": ["List the 8 client accounts with their commission totals and trade counts.", "How much gross commission sits on those 8 clients' non-closed trades?"], "insight_headline": "8 clients have at least one booked commission input yet a booked commission total of exactly zero.", "insight_notes": ["This covers accounts not flagged to skip commission calculations, so any exclusion policy on that flag is respected.", "The zero-total check treats null commissions as no contribution via COALESCE, and includes non-closed trades only."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "56122dfab4f97cd7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "e98438314ba6c757", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e98438314ba6c757", "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.", "pivot": null, "query_id": "84c84776-8719-4ef2-9062-2ec66a71c00f", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["From the accounts table, keep accounts where skip_commission_calculations is not set to TRUE (rows where it's FALSE or NULL are kept).", "Require at least one matching row in trade_bookings joined to trade_details on trade_booking_id where the booking's user_id is the account, status is not 'closed', deleted_at is NULL, sell_currency_to_gbp_rate is not NU\u2026", "Also require that the sum of commission over that account's non-closed bookings with a known sell_currency_to_gbp_rate equals exactly zero; NULL sums are treated as 0, so accounts with no such bookings also count.", "Count the distinct account IDs meeting all conditions and report that number as client_count; if none match, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct account IDs that have at least one non-closed booking with a known commission and FX rate, yet whose total commission across such bookings is exactly zero.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600d5920bce51b348cb962f229e", "trace_snapshot": {"child_trace_ids": ["7696f6001f81fd2dc08e45f1aa69ade7"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600d5920bce51b348cb962f229e", "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": "dccd3ad1-1345-44f1-9697-03219ed0752d", "optional_status": "done", "timing": {"base_persistence_ms": 1.1338992044329643, "first_useful_ms": 11774.563777260482, "optional_ms": 4065.673873759806, "queue_ms": 0.0, "required_to_ready_ms": 11774.563777260482, "submission_ack_ms": 1.423998735845089, "total_ms": 15840.85348341614}}, "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": 10.99, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 84.24, "validate_ms": 0.0}, "trace_id": "7696f600d5920bce51b348cb962f229e", "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: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": 7019.769513979554, "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": 7008.414928801358, "feature_first_useful_ms": 6997.007528319955, "first_useful_ms": 7008.106226101518, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 11.071568354964256, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1335089802742004, "optional_ms": 77.97742821276188, "queue_ms": 0.0, "required_to_ready_ms": 6718.784305267036, "submission_ack_ms": 2.1792035549879074, "total_ms": 6797.249189577997}, "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": "3f558c1f-3e94-4a9c-b988-afccfb1bc9e1", "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": [{"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 `). 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": "3f558c1f-3e94-4a9c-b988-afccfb1bc9e1", "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": [{"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": "480ee1fe-39da-4181-88bd-030ee930d0dd", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "eff8e931-017c-4823-8017-ef5f45a69f5c", "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 question requires comparing first non-deleted/non-closed booking timestamps against first broker verification dates via ct.client_360, but the provided schema lists no columns for any table, so the required fields cannot be identified.\",\n \"confidence\": \"", "prompt_sha256": "f55141e93b1f8f07", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "900c8b532d825002", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "900c8b532d825002", "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": "3f558c1f-3e94-4a9c-b988-afccfb1bc9e1", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3f558c1f-3e94-4a9c-b988-afccfb1bc9e1", "trace_snapshot": {"job": {"job_id": "b23416a3-e4a8-4b3e-a883-9f49fc14eae1", "optional_status": "done", "timing": {"base_persistence_ms": 1.1335089802742004, "optional_ms": 77.97742821276188, "queue_ms": 0.0, "required_to_ready_ms": 6718.784305267036, "submission_ack_ms": 2.1792035549879074, "total_ms": 6797.249189577997}}}, "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_EXECUTION_001"}, "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": 21591.929733753204, "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": "execution", "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": 21587.48351316899, "feature_first_useful_ms": 21435.311405919492, "first_useful_ms": 21439.514668658376, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.14867140352726, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.441030323505402, "optional_ms": 85.29539685696363, "queue_ms": 0.0, "required_to_ready_ms": 20910.892901942134, "submission_ack_ms": 5.105284042656422, "total_ms": 21003.361163660884}, "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": "3645d703-c35e-48ac-afcb-1f84d8701caa", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "3645d703-c35e-48ac-afcb-1f84d8701caa", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "d1735736-b453-402d-9ff3-2d615208e84a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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 JOIN public.clients AS c ON c.user_id = a.id WHERE a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND DATE_TRUNC('MONTH', (a.created_at AT TIME ZONE 'UTC') AT TIME ZONE 'Europe/London') = CAST('2026-09-01' AS DATE) ORDER BY 1 LIMIT 10000"}, {"source": "gold", "sql": "SELECT user_id FROM (SELECT c.user_id FROM ct.client_360 AS c WHERE c.created_at >= CAST('2026-09-01 00:00:00+00' AS TIMESTAMPTZ) AND c.created_at < CAST('2026-10-01 00:00:00+00' AS TIMESTAMPTZ) AND COALESCE(c.is_ordinary_user, TRUE) UNION SELECT p.id AS user_id FROM pipedrive.persons_enriched AS p WHERE p.add_time >= CAST('2026-09-01 00:00:00+00' AS TIMESTAMPTZ) AND p.add_time < CAST('2026-10-01 00:00:00+00' AS TIMESTAMPTZ) AND NOT EXISTS(SELECT 1 FROM ct.client_360 AS c2 WHERE c2.user_id = p.id)) AS u GROUP BY user_id ORDER BY user_id ASC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "fd22251a-0b64-4295-82fd-4f775c355c70", "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": "cad635ee6740b50f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d922220eb90352ae", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "f1fea823476fa1d5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f1fea823476fa1d5", "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": "error", "pivot": null, "query_id": "3645d703-c35e-48ac-afcb-1f84d8701caa", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3645d703-c35e-48ac-afcb-1f84d8701caa", "trace_snapshot": {"job": {"job_id": "93f17e5b-fbdf-40fe-952d-de9d74b96611", "optional_status": "done", "timing": {"base_persistence_ms": 4.441030323505402, "optional_ms": 85.29539685696363, "queue_ms": 0.0, "required_to_ready_ms": 20910.892901942134, "submission_ack_ms": 5.105284042656422, "total_ms": 21003.361163660884}}}, "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_EXECUTION_001"}, "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": 5661.447908729315, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 17}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5658.519678749144, "feature_first_useful_ms": 5384.553006850183, "first_useful_ms": 5387.1968779712915, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.611200325191021, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.3245543017983437, "optional_ms": 67.13221967220306, "queue_ms": 0.0, "required_to_ready_ms": 5273.358296602964, "submission_ack_ms": 1.4916099607944489, "total_ms": 5341.697556897998}, "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: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": "0b13e7b9-8a0d-49d8-806b-b96a4de2d948", "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": [{"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 `). 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": "0b13e7b9-8a0d-49d8-806b-b96a4de2d948", "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": [{"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": "d1735736-b453-402d-9ff3-2d615208e84a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "9efbf0a4-8043-47d1-af42-c906956d969e", "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 tables (ct.client_360, pipedrive.*) and columns (user_id, account creation timestamps) that are not present in the provided schema, so no valid SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No columns are defined", "prompt_sha256": "46ab94603e0f561c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0e704aaeb48ee9ab", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0e704aaeb48ee9ab", "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": "error", "pivot": null, "query_id": "0b13e7b9-8a0d-49d8-806b-b96a4de2d948", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-0b13e7b9-8a0d-49d8-806b-b96a4de2d948", "trace_snapshot": {"job": {"job_id": "6443aeeb-950a-4c83-9d70-73e010452d4a", "optional_status": "done", "timing": {"base_persistence_ms": 3.3245543017983437, "optional_ms": 67.13221967220306, "queue_ms": 0.0, "required_to_ready_ms": 5273.358296602964, "submission_ack_ms": 1.4916099607944489, "total_ms": 5341.697556897998}}}, "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_EXECUTION_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:t2:base:repeat1", "case_id": "independent11:first_booked_before_first_broker:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8257.078537717462, "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": 8249.9044444412, "feature_first_useful_ms": 8240.465952083468, "first_useful_ms": 8247.349916025996, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 6.854403764009476, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.1309453770518303, "optional_ms": 82.17917196452618, "queue_ms": 0.0, "required_to_ready_ms": 7814.784021116793, "submission_ack_ms": 36.75851225852966, "total_ms": 7898.168124258518}, "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": "d473cf60-ebef-462b-80cc-72aab5e44997", "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": [{"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 `). 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": "d473cf60-ebef-462b-80cc-72aab5e44997", "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": [{"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": "480ee1fe-39da-4181-88bd-030ee930d0dd", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "c64b8d59-1ebc-452d-9cd5-6889cf8c77f2", "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 requires ct.client_360 and pipedrive.* tables, but no columns exist in the provided schema for any table, so the required fields cannot be resolved.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Schema lists table names with no c", "prompt_sha256": "eddcd1e1f919ea02", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5e6e5e7a9cd38978", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5e6e5e7a9cd38978", "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": "d473cf60-ebef-462b-80cc-72aab5e44997", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-d473cf60-ebef-462b-80cc-72aab5e44997", "trace_snapshot": {"job": {"job_id": "d454a872-2c68-40d8-b011-311c77ac952b", "optional_status": "done", "timing": {"base_persistence_ms": 3.1309453770518303, "optional_ms": 82.17917196452618, "queue_ms": 0.0, "required_to_ready_ms": 7814.784021116793, "submission_ack_ms": 36.75851225852966, "total_ms": 7898.168124258518}}}, "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_EXECUTION_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": 5778.676244430244, "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": 5770.502936094999, "feature_first_useful_ms": 5739.670364186168, "first_useful_ms": 5747.559622861445, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 7.845197804272175, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.968258060514927, "optional_ms": 78.41570395976305, "queue_ms": 0.0, "required_to_ready_ms": 5616.961628198624, "submission_ack_ms": 1.3422053307294846, "total_ms": 5696.254453621805}, "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": "3eeeefde-7a0a-4bf5-ae33-4302b957950e", "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": [{"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 `). 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": "3eeeefde-7a0a-4bf5-ae33-4302b957950e", "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": [{"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": "480ee1fe-39da-4181-88bd-030ee930d0dd", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "5088829e-8b97-4899-8b67-c6a7dbb33818", "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\": \"Cannot generate: the referenced tables (ct.client_360, pipedrive.*, trade booking/verification columns) have no columns in the provided schema, and the 'same checked IDs from the first result' prior query is unavailable.\",\n \"confidence\": \"uncertain\",\n \"warn", "prompt_sha256": "22d212198ff2d6e3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "45b816862426b3ad", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "45b816862426b3ad", "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": "3eeeefde-7a0a-4bf5-ae33-4302b957950e", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3eeeefde-7a0a-4bf5-ae33-4302b957950e", "trace_snapshot": {"job": {"job_id": "d4926d0e-6f16-4e6f-b4f4-f484006c850c", "optional_status": "done", "timing": {"base_persistence_ms": 1.968258060514927, "optional_ms": 78.41570395976305, "queue_ms": 0.0, "required_to_ready_ms": 5616.961628198624, "submission_ack_ms": 1.3422053307294846, "total_ms": 5696.254453621805}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "user_id": 11011}], "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": 11081.742338836193, "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": null, "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": 11078.454326838255, "feature_first_useful_ms": 4414.55340012908, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 4417.290343903005, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7102725580334663, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1391900479793549, "first_useful_ms": 4240.900628268719, "optional_ms": 6640.054181218147, "queue_ms": 0.0, "required_to_ready_ms": 4240.900628268719, "submission_ack_ms": 1.2958133593201637, "total_ms": 10881.666123867035}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "4 results \u2014 first client: Fictional Company 59", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["59"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:london_signup_month_edge:t1", "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": "bd328701-abac-4bf5-8a55-2f421438237f", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": ["client"], "title": "Show the same checked IDs for the ordinary CT user...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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 `). 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": {"__cohort_keys__": {"derivation": "", "derived_columns": ["user_id", "client", "client_type"], "key_column": "user_id", "key_count": 4, "keys": ["11059", "11047", "11035", "11011"], "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, "unit": null, "value_class": "id"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "bd328701-abac-4bf5-8a55-2f421438237f", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "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": "d1735736-b453-402d-9ff3-2d615208e84a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11059, "Fictional Company 59", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11011, "Fictional Company 11", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 80.82371577620506, "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": 4, "output_rows": 4, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 4, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT user_id FROM ct.client_360 WHERE created_at >= CAST('2026-09-01 00:00:00+00' AS TIMESTAMPTZ) AND created_at < CAST('2026-10-01 00:00:00+00' AS TIMESTAMPTZ) GROUP BY user_id ORDER BY user_id DESC LIMIT 10000", "trace_id": "7696f6000c6b45d6485049dc9549a17b", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 17, "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 a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE AND DATE_TRUNC('MONTH', (a.created_at AT TIME ZONE 'UTC') AT TIME ZONE 'Europe/London') = CAST('2026-09-01' AS DATE) ORDER BY user_id DESC NULLS LAST LIMIT 10000", "trace_id": "7696f600a8cc32f84bea489b8c848b17", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "de12318c-0541-45ef-ad93-36723cfa1994", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "4 results \u2014 first client: Fictional Company 59", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6c3faf8d7c9e09b7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "eba6ea162f0d57e2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "eba6ea162f0d57e2", "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.", "pivot": null, "query_id": "bd328701-abac-4bf5-8a55-2f421438237f", "row_count": 4, "shorthands_applied": [], "sql_explanation": {"bullets": ["[Gold / Pipedrive] Reads ct.client_360 and keeps rows whose created_at falls on or after 1 September 2026 00:00 UTC and before 1 October 2026 00:00 UTC.", "[Gold / Pipedrive] Groups by user_id (so each ID appears once), orders them from largest to smallest, and caps the list at 10,000 rows.", "[CT Ledger] Reads public.accounts joined to public.clients by matching clients.user_id to accounts.id, keeping only accounts that have at least one matching client row.", "[CT Ledger] Keeps only rows where role = 'User' and where skip_commission_calculations is not set to true (rows where it's false or null are kept).", "[CT Ledger] Takes created_at, treats it as UTC, converts it to the Europe/London clock, truncates to the calendar month, and keeps only rows where that month equals 1 September 2026.", "[CT Ledger] Orders user_id from largest to smallest (nulls last) and caps the list at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "The answer combines two lists of user IDs for accounts created in September 2026: the Gold/Pipedrive source picks IDs from client_360 by creation timestamp in UTC, and the CT Ledger source picks account IDs whose London-calendar-month creation date is September 2026, filtered to ordinary user accounts; the two halves\u2026", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f60010602b82c41f4576a1010d7c", "trace_snapshot": {"child_trace_ids": ["7696f6000c6b45d6485049dc9549a17b", "7696f600a8cc32f84bea489b8c848b17"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60010602b82c41f4576a1010d7c", "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": "991e5088-9be9-4b92-b700-3edb36dc3093", "optional_status": "done", "timing": {"base_persistence_ms": 1.1391900479793549, "first_useful_ms": 4240.900628268719, "optional_ms": 6640.054181218147, "queue_ms": 0.0, "required_to_ready_ms": 4240.900628268719, "submission_ack_ms": 1.2958133593201637, "total_ms": 10881.666123867035}}, "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": 2.92, "parse_ms": 0.0, "required_checks_ms": 6.98, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 80.82, "validate_ms": 0.0}, "trace_id": "7696f60010602b82c41f4576a1010d7c", "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: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": 9209.628990851343, "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": 9201.00121665746, "feature_first_useful_ms": 9189.990991726518, "first_useful_ms": 9198.328536003828, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 8.307033218443394, "intent_family": "independent11:first_booked_before_first_broker", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.047104924917221, "optional_ms": 61.03022117167711, "queue_ms": 0.0, "required_to_ready_ms": 9063.662570901215, "submission_ack_ms": 2.2835079580545425, "total_ms": 9125.865083187819}, "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": "b82b6ebc-cfee-4d27-8889-99bd5050fd6a", "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": [{"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 `). 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": "b82b6ebc-cfee-4d27-8889-99bd5050fd6a", "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": [{"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": "480ee1fe-39da-4181-88bd-030ee930d0dd", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "73c7b68e-604f-4574-8937-01a1c0fec523", "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 a 'third result' from a prior multi-step query chain and tables (ct.client_360, pipedrive.*) that are not present in the provided schema, so no valid SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Schema li", "prompt_sha256": "8e2ec67d9e119cec", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0ef7463b6a77b3d5", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0ef7463b6a77b3d5", "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": "b82b6ebc-cfee-4d27-8889-99bd5050fd6a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-b82b6ebc-cfee-4d27-8889-99bd5050fd6a", "trace_snapshot": {"job": {"job_id": "c6fb4d2b-e83f-431e-b877-739616c4a284", "optional_status": "done", "timing": {"base_persistence_ms": 3.047104924917221, "optional_ms": 61.03022117167711, "queue_ms": 0.0, "required_to_ready_ms": 9063.662570901215, "submission_ack_ms": 2.2835079580545425, "total_ms": 9125.865083187819}}}, "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_EXECUTION_001"}, "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": 6454.031275585294, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 17}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6451.610912568867, "feature_first_useful_ms": 6440.85964653641, "first_useful_ms": 6443.000819534063, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1079713478684425, "intent_family": "independent11:london_signup_month_edge", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.678557023406029, "optional_ms": 61.01004034280777, "queue_ms": 0.0, "required_to_ready_ms": 6243.658267892897, "submission_ack_ms": 2.1124519407749176, "total_ms": 6306.910346262157}, "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:london_signup_month_edge: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": "24a966ad-37fa-49f6-b18f-8ac4d7bd0fc3", "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": [{"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 `). 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": "24a966ad-37fa-49f6-b18f-8ac4d7bd0fc3", "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": [{"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": "d1735736-b453-402d-9ff3-2d615208e84a", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "b1090b9f-5fe6-4105-9631-2ee537bb17a2", "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 tables (ct.client_360, pipedrive.*) and columns that are not present in the provided schema, so no valid SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Referenced tables ct.client_360 and pipedrive.* do not exist ", "prompt_sha256": "c450338f2bb7762c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4cb8bed5a3ec731b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4cb8bed5a3ec731b", "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": "error", "pivot": null, "query_id": "24a966ad-37fa-49f6-b18f-8ac4d7bd0fc3", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-24a966ad-37fa-49f6-b18f-8ac4d7bd0fc3", "trace_snapshot": {"job": {"job_id": "dbe6b53f-0632-4bcf-acec-02fc8edbad80", "optional_status": "done", "timing": {"base_persistence_ms": 6.678557023406029, "optional_ms": 61.01004034280777, "queue_ms": 0.0, "required_to_ready_ms": 6243.658267892897, "submission_ack_ms": 2.1124519407749176, "total_ms": 6306.910346262157}}}, "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_EXECUTION_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": 6023.862950503826, "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": 6018.933892250061, "feature_first_useful_ms": 6004.261381924152, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 6008.906530216336, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.60696779191494, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0060928761959076, "first_useful_ms": 5888.360266573727, "optional_ms": 63.630600459873676, "queue_ms": 0.0, "required_to_ready_ms": 5888.360266573727, "submission_ack_ms": 1.5818150714039803, "total_ms": 5952.501564286649}, "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": "1cb09c40-f291-48ce-8e03-98226f664a4a", "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": [{"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 `). 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": {}, "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, "unit": null, "value_class": "numeric"}], "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": "1cb09c40-f291-48ce-8e03-98226f664a4a", "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": [{"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": "61f99014-2264-4f9c-afee-7c2cb04fdeec", "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_message": null, "error_type": null, "execution_time_ms": 38.142142817378044, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT 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 = a.affiliate_id AND re.referred_user_id = a.id WHERE ref.role = 'User' ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\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 = a.affiliate_id AND re.referred_user_id = a.id\nWHERE\n ref.role = 'User'\nORDER BY\n 1\nLIMIT 10000", "id": "7296d56d-12e3-4d99-bb2d-d80feb3e75b5", "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": "72dbe5db459d5236", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "72dbe5db459d5236", "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.", "pivot": null, "query_id": "1cb09c40-f291-48ce-8e03-98226f664a4a", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f600f327f2c24606461eaa8f95da", "trace_snapshot": {"child_trace_ids": ["7696f6007a61f426d15549eea955cb7f"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600f327f2c24606461eaa8f95da", "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": "a1610fed-4d9e-422b-bd10-84d4131117de", "optional_status": "done", "timing": {"base_persistence_ms": 1.0060928761959076, "first_useful_ms": 5888.360266573727, "optional_ms": 63.630600459873676, "queue_ms": 0.0, "required_to_ready_ms": 5888.360266573727, "submission_ack_ms": 1.5818150714039803, "total_ms": 5952.501564286649}}, "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": 3.16, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 38.14, "validate_ms": 0.0}, "trace_id": "7696f600f327f2c24606461eaa8f95da", "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 2", "client_type": "cfx (corporate)", "user_id": 1090}, {"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 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"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 13", "client_type": "cfx (corporate)", "user_id": 11013}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "user_id": 11014}, {"client": "Fictional Company 17", "client_type": "unknown", "user_id": 11017}, {"client": "Fictional Company 19", "client_type": "cfx (corporate)", "user_id": 11019}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 23", "client_type": "cfx (corporate)", "user_id": 11023}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "user_id": 11025}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"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 34", "client_type": "cfx (corporate)", "user_id": 11034}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 38", "client_type": "cfx (corporate)", "user_id": 11038}, {"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 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 53", "client_type": "unknown", "user_id": 11053}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 58", "client_type": "cfx (corporate)", "user_id": 11058}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "user_id": 11059}, {"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: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": 9123.890488408506, "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": 9118.864126503468, "feature_first_useful_ms": 5133.328356780112, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 5137.491138651967, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.132680594921112, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.4334127083420753, "first_useful_ms": 4996.379034593701, "optional_ms": 4048.4224846586585, "queue_ms": 0.0, "required_to_ready_ms": 4996.379034593701, "submission_ack_ms": 1.4876415953040123, "total_ms": 9045.55908497423}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 results \u2014 first client: Fictional Company 2", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["2"]}, "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": "4e92c660-db10-4118-b537-67589ffaf2fc", "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": [{"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:6e6ca791976c2355", "derived_columns": ["user_id", "client", "client_type"], "key_column": "user_id", "key_count": 32, "keys": ["1090", "9871", "11005", "11007", "11010", "11011", "11013", "11014", "11017", "11019", "11022", "11023", "11025", "11026", "11029", "11031", "11034", "11035", "11037", "11038", "11041", "11043", "11046", "11047", "11049", "11050", "11053", "11055", "11058", "11059", "11061", "11062"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "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": "4e92c660-db10-4118-b537-67589ffaf2fc", "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": [{"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": "9039c600-328f-4fad-bad6-ef03aac98f7e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 5.83}, "created_at": "2026-09-06T12:00:00Z", "data": [[1090, "Fictional Company 2", "cfx (corporate)"], [9871, "Fictional Company 1", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11014, "Fictional Company 14", "cfx (corporate)"], [11017, "Fictional Company 17", "unknown"], [11019, "Fictional Company 19", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11023, "Fictional Company 23", "cfx (corporate)"], [11025, "Fictional Company 25", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11029, "Fictional Company 29", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11034, "Fictional Company 34", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11037, "Fictional Company 37", "cfx (corporate)"], [11038, "Fictional Company 38", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11046, "Fictional Company 46", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11050, "Fictional Company 50", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11055, "Fictional Company 55", "cfx (corporate)"], [11058, "Fictional Company 58", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11061, "Fictional Company 61", "cfx (corporate)"], [11062, "Fictional Company 62", "unknown"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 52.82426346093416, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS referrer ON referrer.id = a.affiliate_id WHERE NOT a.affiliate_id IS NULL AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner') ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.id AS user_id\nFROM public.accounts AS a\nJOIN public.accounts AS referrer\n ON referrer.id = a.affiliate_id\nWHERE\n NOT a.affiliate_id IS NULL\n AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nORDER BY\n 1\nLIMIT 10000", "id": "34015099-09ef-4d86-9d3b-d1b8f1f62690", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "32 results \u2014 first client: Fictional Company 2", "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": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4a3a4c50f259e771", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4a3a4c50f259e771", "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.", "pivot": null, "query_id": "4e92c660-db10-4118-b537-67589ffaf2fc", "row_count": 32, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the public.accounts table twice: once as the client records (a) and once as the referrer (referrer).", "Joins each account to its referrer by matching the referrer's id to the account's affiliate_id column.", "Keeps only accounts where affiliate_id is not NULL \u2014 records with no referrer are excluded.", "Keeps only rows where the referrer's role is 'Affiliate', 'AffiliateManager', or 'Partner'.", "Returns each matching id once (duplicates removed), labeled user_id, sorted in ascending order, capped at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "From the accounts table, list distinct account IDs that have a referrer account whose role is Affiliate, AffiliateManager, or Partner, sorted ascending.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6004e812a264c0f41818516da9a", "trace_snapshot": {"child_trace_ids": ["7696f600d50e25582cf842e295012cd5"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004e812a264c0f41818516da9a", "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": "3ce1fcf0-5efd-441c-a9cc-1cf50b01da52", "optional_status": "done", "timing": {"base_persistence_ms": 2.4334127083420753, "first_useful_ms": 4996.379034593701, "optional_ms": 4048.4224846586585, "queue_ms": 0.0, "required_to_ready_ms": 4996.379034593701, "submission_ack_ms": 1.4876415953040123, "total_ms": 9045.55908497423}}, "row_count": 32, "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": 2.39, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 52.82, "validate_ms": 0.0}, "trace_id": "7696f6004e812a264c0f41818516da9a", "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: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": 11017.568928189576, "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": 11014.674910344183, "feature_first_useful_ms": 5544.562618248165, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5546.999651938677, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.407562918961048, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.249583438038826, "first_useful_ms": 5454.887968488038, "optional_ms": 5503.010084852576, "queue_ms": 0.0, "required_to_ready_ms": 5454.887968488038, "submission_ack_ms": 1.4289682731032372, "total_ms": 10958.417359739542}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "No CT client records match the referral-and-reward-event criteria, so client_count is 0.", "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": "17f9fbe9-d09f-4510-9198-43648ad343d6", "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": [{"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 `). 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": {}, "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, "unit": null, "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": "17f9fbe9-d09f-4510-9198-43648ad343d6", "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": [{"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": "61f99014-2264-4f9c-afee-7c2cb04fdeec", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 24.95}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 47.51749150454998, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count 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 = a.affiliate_id AND re.referred_user_id = a.id WHERE ref.role = 'User'", "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.reward_events AS re\n ON re.user_id = a.affiliate_id AND re.referred_user_id = a.id\nWHERE\n ref.role = 'User'", "id": "ad8497c9-a8f5-4c1e-99c3-71c9f1283619", "insight_assumptions": ["A referrer counts only when its account role is exactly 'User' \u2014 staff, admin or other roles are excluded.", "A qualifying referral requires a reward event on the referrer naming that same client as the referred user.", "Re-derived the cohort from your previous question \u2014 the exact set from that answer was not available to carry."], "insight_follow_ups": ["How many CT client records have an affiliate referrer with role 'User' regardless of whether a reward event exists?"], "insight_headline": "No CT client records match the referral-and-reward-event criteria, so client_count is 0.", "insight_notes": ["The zero reflects no rows satisfying the join between accounts, referrers with role 'User', and matching reward events \u2014 not an absence of data in the underlying tables.", "If client records were expected here, the most likely gap is a missing reward event linking the referrer to that specific referred client (referred_user_id must equal the client's account id)."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f3ba5f20b7774ed3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f3ba5f20b7774ed3", "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.", "pivot": null, "query_id": "17f9fbe9-d09f-4510-9198-43648ad343d6", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["From the accounts table (a), join each account to its referrer account (ref) by matching ref.id = a.affiliate_id.", "Join reward_events (re) where the event's user_id equals the referrer's id and the event's referred_user_id equals the client's id.", "Keep only rows where the referrer's role is exactly 'User'.", "Return the count of distinct client ids as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Count the distinct client accounts whose referrer is a 'User' account and has a matching reward event for that same client.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600460a1e92659a44a584889980", "trace_snapshot": {"child_trace_ids": ["7696f600d55186b9bc574d39b521173d"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600460a1e92659a44a584889980", "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": "b4e16ea3-0d3b-4c4d-9cfd-50a80c5bc77b", "optional_status": "done", "timing": {"base_persistence_ms": 1.249583438038826, "first_useful_ms": 5454.887968488038, "optional_ms": 5503.010084852576, "queue_ms": 0.0, "required_to_ready_ms": 5454.887968488038, "submission_ack_ms": 1.4289682731032372, "total_ms": 10958.417359739542}}, "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": 2.74, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 47.52, "validate_ms": 0.0}, "trace_id": "7696f600460a1e92659a44a584889980", "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": 32}], "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": 11865.678089670837, "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": 11862.587774172425, "feature_first_useful_ms": 6072.131998836994, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6074.651733972132, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2863363847136497, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1643106117844582, "first_useful_ms": 5925.233405083418, "optional_ms": 5867.059478536248, "queue_ms": 0.0, "required_to_ready_ms": 5925.233405083418, "submission_ack_ms": 1.5377029776573181, "total_ms": 11793.021669611335}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 distinct client records are counted as referred by professional affiliates, per the SQL as executed.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "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": "3e85c450-960d-490e-a392-36e2be111239", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:3a6efa634c4d9a9e", "key_column": "id", "key_count": 32, "keys": ["1090", "9871", "11005", "11007", "11010", "11011", "11013", "11014", "11017", "11019", "11022", "11023", "11025", "11026", "11029", "11031", "11034", "11035", "11037", "11038", "11041", "11043", "11046", "11047", "11049", "11050", "11053", "11055", "11058", "11059", "11061", "11062"], "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, "unit": null, "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": "3e85c450-960d-490e-a392-36e2be111239", "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": [{"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": "9039c600-328f-4fad-bad6-ef03aac98f7e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 5.84}, "created_at": "2026-09-06T12:00:00Z", "data": [[32]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 53.31193935126066, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.accounts referrer ON referrer.id = a.affiliate_id WHERE a.affiliate_id IS NOT NULL AND referrer.role IN ('Affiliate','AffiliateManager','Partner')", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT a.id) AS client_count\nFROM public.accounts AS a\nJOIN public.accounts AS referrer\n ON referrer.id = a.affiliate_id\nWHERE\n NOT a.affiliate_id IS NULL\n AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner')", "id": "73927284-4c87-4dd2-b723-3d5a9f82d6ff", "insight_assumptions": ["client_count = all referred accounts with referrer roles Affiliate, AffiliateManager or Partner \u2014 no CT-type or zero-commission-rate filter was applied", "commission rate was not checked in this query, so referrers may include non-zero-rate affiliates", "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": ["List the 32 referred client records with their referrer name and commission rate so the zero-commission membership can be verified", "How many of these 32 clients are CT type specifically?"], "insight_headline": "32 distinct client records are counted as referred by professional affiliates, per the SQL as executed.", "insight_notes": ["The SQL does not filter for CT client records or for zero commission rates \u2014 it counts every distinct referred account whose referrer role is Affiliate, AffiliateManager or Partner, so 32 may be broader than the membership described in the question.", "The WHERE clause only requires a non-null referrer; there is no check on the referrer's commission rate, so whether the 'zero commission' condition holds is unverified here."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ed1fdf6b0ac0f908", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ed1fdf6b0ac0f908", "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.", "pivot": null, "query_id": "3e85c450-960d-490e-a392-36e2be111239", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the accounts table twice: once as the client records (a) and once as their referrer (referrer), matching referrer.id to each client's affiliate_id (an inner join, so clients without a matching referrer are dropped\u2026", "Keeps only clients whose affiliate_id is filled in \u2014 clients with no referrer attached are excluded.", "Keeps only clients whose referrer's role is 'Affiliate', 'AffiliateManager', or 'Partner' \u2014 any other role is excluded.", "Counts the distinct client ids among the rows that pass both filters and reports that number as client_count (the count is naturally zero if no rows qualify)."], "model": "glm-5.2", "provider": "zai", "summary": "Counts the distinct client records that have a referrer attached, where that referrer's role is Affiliate, AffiliateManager, or Partner.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600ba5f316bd9d647bc98c52e31", "trace_snapshot": {"child_trace_ids": ["7696f600960b130a9c1745f385aedd6c"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600ba5f316bd9d647bc98c52e31", "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": "29f51d86-f0f1-4544-ba3f-afcaa4b24de6", "optional_status": "done", "timing": {"base_persistence_ms": 1.1643106117844582, "first_useful_ms": 5925.233405083418, "optional_ms": 5867.059478536248, "queue_ms": 0.0, "required_to_ready_ms": 5925.233405083418, "submission_ack_ms": 1.5377029776573181, "total_ms": 11793.021669611335}}, "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": 2.88, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 53.31, "validate_ms": 0.0}, "trace_id": "7696f600ba5f316bd9d647bc98c52e31", "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": 3706.004438921809, "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": 3702.9922557994723, "feature_first_useful_ms": 3683.9822260662913, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 3686.7544911801815, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7344441041350365, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.637585788965225, "first_useful_ms": 3294.8902025818825, "optional_ms": 59.46110934019089, "queue_ms": 0.0, "required_to_ready_ms": 3294.8902025818825, "submission_ack_ms": 1.7094071954488754, "total_ms": 3359.0481327846646}, "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": "74926731-d6ae-4e8c-8d0c-2864e7c43444", "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": [{"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 `). 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": {}, "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, "unit": null, "value_class": "numeric"}], "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": "74926731-d6ae-4e8c-8d0c-2864e7c43444", "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": [{"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": "61f99014-2264-4f9c-afee-7c2cb04fdeec", "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_message": null, "error_type": null, "execution_time_ms": 114.60362281650305, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT 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 = a.affiliate_id AND re.referred_user_id = a.id WHERE ref.role = 'User' ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\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 = a.affiliate_id AND re.referred_user_id = a.id\nWHERE\n ref.role = 'User'\nORDER BY\n 1 DESC NULLS LAST\nLIMIT 10000", "id": "d1266b25-6781-4b1c-883c-df8531fddd3d", "insight_assumptions": ["Re-derived the cohort from your previous question \u2014 the exact set from that answer was not available to carry."], "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fc4df714784ea512", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fc4df714784ea512", "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.", "pivot": null, "query_id": "74926731-d6ae-4e8c-8d0c-2864e7c43444", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6004d4c0af1154d4b52b50f67c6", "trace_snapshot": {"child_trace_ids": ["7696f60006b91036448a4c00920f2b4e"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004d4c0af1154d4b52b50f67c6", "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": "4fe6250b-d6e3-4342-a51a-948aa394890b", "optional_status": "done", "timing": {"base_persistence_ms": 3.637585788965225, "first_useful_ms": 3294.8902025818825, "optional_ms": 59.46110934019089, "queue_ms": 0.0, "required_to_ready_ms": 3294.8902025818825, "submission_ack_ms": 1.7094071954488754, "total_ms": 3359.0481327846646}}, "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": 2.59, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 114.6, "validate_ms": 0.0}, "trace_id": "7696f6004d4c0af1154d4b52b50f67c6", "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:t4:base:repeat1", "case_id": "independent11:customer_referrals_with_reward_event:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7229.64059188962, "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": 7226.700691506267, "feature_first_useful_ms": 3545.0448906049132, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 3547.301357612014, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2255955263972282, "intent_family": "independent11:customer_referrals_with_reward_event", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.798756472766399, "first_useful_ms": 3503.7983702495694, "optional_ms": 3655.003681778908, "queue_ms": 0.0, "required_to_ready_ms": 3503.7983702495694, "submission_ack_ms": 1.479610800743103, "total_ms": 7159.939150325954}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "No CT clients referred by a customer account have a matching reward event \u2014 client_count is 0.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:customer_referrals_with_reward_event: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": "cf0798de-1c06-4d48-9034-5006c29012c9", "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": [{"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 customer ...", "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": 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 `). 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": [{"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, "unit": null, "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": "cf0798de-1c06-4d48-9034-5006c29012c9", "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": [{"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": "61f99014-2264-4f9c-afee-7c2cb04fdeec", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 24.95}, "created_at": "2026-09-06T12:00:00Z", "data": [[0]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 50.24426616728306, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT a.id) AS client_count 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 = a.affiliate_id AND re.referred_user_id = a.id WHERE ref.role = 'User'", "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.reward_events AS re\n ON re.user_id = a.affiliate_id AND re.referred_user_id = a.id\nWHERE\n ref.role = 'User'", "id": "8942e83a-a077-4a44-a41e-f642e19321c1", "insight_assumptions": ["Referrer is defined as the account in the affiliate_id field with role = 'User' (customer account), not staff or other roles.", "A matching reward event requires the same referrer and referred client pairing in both the accounts join and reward_events.", "Re-derived the cohort from your previous question \u2014 the exact set from that answer was not available to carry."], "insight_follow_ups": ["How many CT clients were referred by customer accounts regardless of reward events?", "Which referrer\u2013client pairs have reward events where the referrer's role is not 'User'?"], "insight_headline": "No CT clients referred by a customer account have a matching reward event \u2014 client_count is 0.", "insight_notes": ["With a single-row result of zero, the joins found no overlap between customer-account referrals and reward events for the same referred client."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c0b25e1d809de4c9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c0b25e1d809de4c9", "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.", "pivot": null, "query_id": "cf0798de-1c06-4d48-9034-5006c29012c9", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from public.accounts twice: once as 'a' (the client record) and once as 'ref' (the account whose id matches a's affiliate_id).", "Joins public.reward_events where the event's user_id equals a.affiliate_id and its referred_user_id equals a.id, so only records with a matching reward event for that same referrer-client pair survive.", "Filters to referrer accounts whose role is exactly 'User'.", "Counts the distinct a.id values as client_count; no matching rows means the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct account IDs whose referrer account has role 'User' and has a reward event linking that referrer to that account as the referred user.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600c38ce2d3bf0c45fc90cd3cf9", "trace_snapshot": {"child_trace_ids": ["7696f600f00452e46d734bd38f00a8dc"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600c38ce2d3bf0c45fc90cd3cf9", "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": "44fbecee-4dcc-4fd9-86dc-6ec3577a171b", "optional_status": "done", "timing": {"base_persistence_ms": 7.798756472766399, "first_useful_ms": 3503.7983702495694, "optional_ms": 3655.003681778908, "queue_ms": 0.0, "required_to_ready_ms": 3503.7983702495694, "submission_ack_ms": 1.479610800743103, "total_ms": 7159.939150325954}}, "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": 3.94, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 50.24, "validate_ms": 0.0}, "trace_id": "7696f600c38ce2d3bf0c45fc90cd3cf9", "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 62", "client_type": "unknown", "user_id": 11062}, {"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 58", "client_type": "cfx (corporate)", "user_id": 11058}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "user_id": 11055}, {"client": "Fictional Company 53", "client_type": "unknown", "user_id": 11053}, {"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 47", "client_type": "cfx (corporate)", "user_id": 11047}, {"client": "Fictional Company 46", "client_type": "cfx (corporate)", "user_id": 11046}, {"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 38", "client_type": "cfx (corporate)", "user_id": 11038}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "user_id": 11037}, {"client": "Fictional Company 35", "client_type": "unknown", "user_id": 11035}, {"client": "Fictional Company 34", "client_type": "cfx (corporate)", "user_id": 11034}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "user_id": 11031}, {"client": "Fictional Company 29", "client_type": "cfx (corporate)", "user_id": 11029}, {"client": "Fictional Company 26", "client_type": "unknown", "user_id": 11026}, {"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 22", "client_type": "cfx (corporate)", "user_id": 11022}, {"client": "Fictional Company 19", "client_type": "cfx (corporate)", "user_id": 11019}, {"client": "Fictional Company 17", "client_type": "unknown", "user_id": 11017}, {"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 11", "client_type": "cfx (corporate)", "user_id": 11011}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "user_id": 11010}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "user_id": 11007}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "user_id": 11005}, {"client": "Fictional Company 1", "client_type": "cfx (corporate)", "user_id": 9871}, {"client": "Fictional Company 2", "client_type": "cfx (corporate)", "user_id": 1090}], "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": 10280.158595182002, "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": 10277.278127148747, "feature_first_useful_ms": 6068.551664240658, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 6070.586184039712, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0060986280441284, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1126380413770676, "first_useful_ms": 5903.944124467671, "optional_ms": 4208.7541641667485, "queue_ms": 0.0, "required_to_ready_ms": 5903.944124467671, "submission_ack_ms": 8.997027762234211, "total_ms": 10113.200444728136}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 results \u2014 first client: Fictional Company 62", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["62"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:professional_zero_rate_referrals: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": "0225f14b-d645-4261-9a69-74256bf1f4af", "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": [{"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:9ca82a3f0b9ef0ce", "derived_columns": ["user_id", "client", "client_type"], "key_column": "user_id", "key_count": 32, "keys": ["11062", "11061", "11059", "11058", "11055", "11053", "11050", "11049", "11047", "11046", "11043", "11041", "11038", "11037", "11035", "11034", "11031", "11029", "11026", "11025", "11023", "11022", "11019", "11017", "11014", "11013", "11011", "11010", "11007", "11005", "9871", "1090"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "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": "0225f14b-d645-4261-9a69-74256bf1f4af", "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": [{"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": "9039c600-328f-4fad-bad6-ef03aac98f7e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 5.83}, "created_at": "2026-09-06T12:00:00Z", "data": [[11062, "Fictional Company 62", "unknown"], [11061, "Fictional Company 61", "cfx (corporate)"], [11059, "Fictional Company 59", "cfx (corporate)"], [11058, "Fictional Company 58", "cfx (corporate)"], [11055, "Fictional Company 55", "cfx (corporate)"], [11053, "Fictional Company 53", "unknown"], [11050, "Fictional Company 50", "cfx (corporate)"], [11049, "Fictional Company 49", "cfx (corporate)"], [11047, "Fictional Company 47", "cfx (corporate)"], [11046, "Fictional Company 46", "cfx (corporate)"], [11043, "Fictional Company 43", "cfx (corporate)"], [11041, "Fictional Company 41", "cfx (corporate)"], [11038, "Fictional Company 38", "cfx (corporate)"], [11037, "Fictional Company 37", "cfx (corporate)"], [11035, "Fictional Company 35", "unknown"], [11034, "Fictional Company 34", "cfx (corporate)"], [11031, "Fictional Company 31", "cfx (corporate)"], [11029, "Fictional Company 29", "cfx (corporate)"], [11026, "Fictional Company 26", "unknown"], [11025, "Fictional Company 25", "cfx (corporate)"], [11023, "Fictional Company 23", "cfx (corporate)"], [11022, "Fictional Company 22", "cfx (corporate)"], [11019, "Fictional Company 19", "cfx (corporate)"], [11017, "Fictional Company 17", "unknown"], [11014, "Fictional Company 14", "cfx (corporate)"], [11013, "Fictional Company 13", "cfx (corporate)"], [11011, "Fictional Company 11", "cfx (corporate)"], [11010, "Fictional Company 10", "cfx (corporate)"], [11007, "Fictional Company 7", "cfx (corporate)"], [11005, "Fictional Company 5", "cfx (corporate)"], [9871, "Fictional Company 1", "cfx (corporate)"], [1090, "Fictional Company 2", "cfx (corporate)"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 44.54049188643694, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS referrer ON referrer.id = a.affiliate_id WHERE NOT a.affiliate_id IS NULL AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner') ORDER BY 1 DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.id AS user_id\nFROM public.accounts AS a\nJOIN public.accounts AS referrer\n ON referrer.id = a.affiliate_id\nWHERE\n NOT a.affiliate_id IS NULL\n AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nORDER BY\n 1 DESC NULLS LAST\nLIMIT 10000", "id": "fb4b43f5-bf70-4d55-b1fd-2df567e877c1", "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": [], "insight_headline": "32 results \u2014 first client: Fictional Company 62", "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": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8af96f0a32d372ca", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8af96f0a32d372ca", "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.", "pivot": null, "query_id": "0225f14b-d645-4261-9a69-74256bf1f4af", "row_count": 32, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the accounts table twice: once as 'a' (the referred account) and once as 'referrer' (matched by a.affiliate_id = referrer.id).", "Keeps only rows where a.affiliate_id is not NULL, i.e. accounts that actually have a referrer.", "Keeps only rows where the referrer's role is one of 'Affiliate', 'AffiliateManager', or 'Partner'.", "Returns each matching ID once (removes duplicates), sorted from highest to lowest, capped at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "List the distinct account IDs that were referred by another account with an affiliate-type role, sorted by ID from highest to lowest.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f60056136576313347d29391344b", "trace_snapshot": {"child_trace_ids": ["7696f600e1280afef9ee4a4199724983"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60056136576313347d29391344b", "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": "0d1ecf3b-dde3-4b3a-9527-2bddfab28966", "optional_status": "done", "timing": {"base_persistence_ms": 1.1126380413770676, "first_useful_ms": 5903.944124467671, "optional_ms": 4208.7541641667485, "queue_ms": 0.0, "required_to_ready_ms": 5903.944124467671, "submission_ack_ms": 8.997027762234211, "total_ms": 10113.200444728136}}, "row_count": 32, "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": 2.84, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 44.54, "validate_ms": 0.0}, "trace_id": "7696f60056136576313347d29391344b", "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 Partner 2", "client_type": "unknown", "user_id": 11902}, {"client": "Fictional Partner 3", "client_type": "unknown", "user_id": 11903}, {"client": "Fictional Partner 4", "client_type": "unknown", "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": 7653.373312205076, "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": 7648.563386872411, "feature_first_useful_ms": 4185.618390329182, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 4189.74341172725, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.070059396326542, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.0908258631825447, "first_useful_ms": 3995.0303211808205, "optional_ms": 3345.5788660794497, "queue_ms": 0.0, "required_to_ready_ms": 3995.0303211808205, "submission_ack_ms": 1.7141876742243767, "total_ms": 7341.669654473662}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "3 results \u2014 first client: Fictional Partner 2", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["2"]}, "outcome": "comparison_unverified", "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": "62951deb-0979-497a-a4b2-3e19bb469b87", "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": [{"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"], "title": "List every distinct professional CT partner accoun...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:6b6246cd7c6b8fb9", "derived_columns": ["user_id", "client", "client_type"], "key_column": "user_id", "key_count": 3, "keys": ["11902", "11903", "11904"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "62951deb-0979-497a-a4b2-3e19bb469b87", "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": [{"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": "cd741f80-6994-4826-8763-d4388d3b5500", "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, "Fictional Partner 2", "unknown"], [11903, "Fictional Partner 3", "unknown"], [11904, "Fictional Partner 4", "unknown"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 46.77148722112179, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT s.affiliate_id AS user_id FROM public.affiliate_commission_statements s JOIN public.accounts a ON a.id = s.affiliate_id WHERE a.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 a\n ON a.id = s.affiliate_id\nWHERE\n a.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", "id": "8863377d-e5fd-4302-88e6-e1941bc8f77e", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "3 results \u2014 first client: Fictional Partner 2", "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": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "713cc82e661fd6a3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "713cc82e661fd6a3", "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.", "pivot": null, "query_id": "62951deb-0979-497a-a4b2-3e19bb469b87", "row_count": 3, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads rows from the affiliate_commission_statements table, calling the affiliate_id column user_id.", "Joins each statement to the accounts table by matching accounts.id to the statement's affiliate_id, so only affiliates that exist as accounts are kept.", "Keeps only accounts whose role is exactly 'Affiliate', 'AffiliateManager', or 'Partner'; any other role is excluded.", "Groups the rows by affiliate so each affiliate appears once.", "Keeps only affiliates that have at least one statement where paid_at is filled in (a paid statement) and at least one where paid_at is empty (an unpaid statement).", "Sorts the resulting user_id values in ascending order."], "model": "glm-5.2", "provider": "zai", "summary": "Finds each affiliate that has at least one paid and at least one unpaid commission statement, and lists their affiliate IDs in ascending order.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600cd45d0854955415daf8bc55f", "trace_snapshot": {"child_trace_ids": ["7696f60085fddfb6f7b24ac6be5e04f1"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600cd45d0854955415daf8bc55f", "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": "0eaaab45-bf83-489e-acbb-1d30ea597e9a", "optional_status": "done", "timing": {"base_persistence_ms": 3.0908258631825447, "first_useful_ms": 3995.0303211808205, "optional_ms": 3345.5788660794497, "queue_ms": 0.0, "required_to_ready_ms": 3995.0303211808205, "submission_ack_ms": 1.7141876742243767, "total_ms": 7341.669654473662}}, "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": 3.09, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 46.77, "validate_ms": 0.0}, "trace_id": "7696f600cd45d0854955415daf8bc55f", "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": 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": 8520.196305587888, "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": 8516.695067286491, "feature_first_useful_ms": 4695.0746504589915, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4698.14997445792, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.046133555471897, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3599861413240433, "first_useful_ms": 4574.328454211354, "optional_ms": 3837.7801878377795, "queue_ms": 0.0, "required_to_ready_ms": 4574.328454211354, "submission_ack_ms": 1.8116012215614319, "total_ms": 8412.803515791893}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "3 distinct affiliates have both paid and unpaid monthly statements among the checked professional CT partner accounts.", "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": "fd95d23c-31e0-499a-af8c-655d6c8a8ddb", "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": [{"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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:ecc28d14379a41b3", "key_column": "affiliate_id", "key_count": 3, "keys": ["11902", "11903", "11904"], "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, "unit": null, "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": "fd95d23c-31e0-499a-af8c-655d6c8a8ddb", "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": [{"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": "cd741f80-6994-4826-8763-d4388d3b5500", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.5e-06, "estimated_rows": 1, "ms_estimate": 0.17500000000000002, "rows": 1, "total_cost": 47.77}, "created_at": "2026-09-06T12:00:00Z", "data": [[3]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 61.381357721984386, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COUNT(DISTINCT s.affiliate_id) AS client_count FROM public.affiliate_commission_statements s JOIN public.accounts a ON a.id = s.affiliate_id WHERE a.role IN ('Affiliate','AffiliateManager','Partner') AND EXISTS (SELECT 1 FROM public.affiliate_commission_statements p WHERE p.affiliate_id = s.affiliate_id AND p.paid_at IS NOT NULL) AND EXISTS (SELECT 1 FROM public.affiliate_commission_statements u WHERE u.affiliate_id = s.affiliate_id AND u.paid_at IS NULL)", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT s.affiliate_id) AS client_count\nFROM public.affiliate_commission_statements AS s\nJOIN public.accounts AS a\n ON a.id = s.affiliate_id\nWHERE\n a.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n AND EXISTS(\n SELECT\n 1\n FROM public.affiliate_commission_statements AS p\n WHERE\n p.affiliate_id = s.affiliate_id AND NOT p.paid_at IS NULL\n )\n AND EXISTS(\n SELECT\n 1\n FROM public.affiliate_commission_statements AS u\n WHERE\n u.affiliate_id = s.affiliate_id AND u.paid_at IS NULL\n )", "id": "2780e7fd-26d6-4224-aedc-bd6b675ae19c", "insight_assumptions": ["'Paid' is defined as paid_at IS NOT NULL; 'unpaid' as paid_at IS NULL on the statement record.", "Professional CT partner accounts are taken to be those with role in Affiliate, AffiliateManager or Partner."], "insight_follow_ups": ["List the 3 affiliates and their paid vs unpaid statement counts.", "How much commission value sits in the unpaid statements for these affiliates?"], "insight_headline": "3 distinct affiliates have both paid and unpaid monthly statements among the checked professional CT partner accounts.", "insight_notes": ["Counts distinct affiliate_ids, so affiliates with multiple statements are counted once.", "The account role filter includes Affiliate, AffiliateManager and Partner roles \u2014 the set is not limited to a single role."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "04e2169439940e9c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "04e2169439940e9c", "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.", "pivot": null, "query_id": "fd95d23c-31e0-499a-af8c-655d6c8a8ddb", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads affiliate_commission_statements joined to accounts on accounts.id = statements.affiliate_id.", "Keeps only rows where the account role is 'Affiliate', 'AffiliateManager', or 'Partner'.", "Requires the affiliate to have at least one statement where paid_at is filled in (paid).", "Requires the affiliate to have at least one statement where paid_at is empty (unpaid).", "Returns the number of distinct affiliate IDs meeting all conditions as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct affiliate IDs from commission statements whose account role is Affiliate, AffiliateManager, or Partner and who have at least one paid statement and at least one unpaid statement.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6009344abd42d2246f1ada2e9df", "trace_snapshot": {"child_trace_ids": ["7696f600fee6c51568474ca9b8ca04c6"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6009344abd42d2246f1ada2e9df", "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": "9069172d-c28f-4ea8-9222-0525114ebc3c", "optional_status": "done", "timing": {"base_persistence_ms": 1.3599861413240433, "first_useful_ms": 4574.328454211354, "optional_ms": 3837.7801878377795, "queue_ms": 0.0, "required_to_ready_ms": 4574.328454211354, "submission_ack_ms": 1.8116012215614319, "total_ms": 8412.803515791893}}, "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": 5.3, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 61.38, "validate_ms": 0.0}, "trace_id": "7696f6009344abd42d2246f1ada2e9df", "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": 32, "user_id": 11062}, {"client_count": 32, "user_id": 11061}, {"client_count": 32, "user_id": 11059}, {"client_count": 32, "user_id": 11058}, {"client_count": 32, "user_id": 11055}, {"client_count": 32, "user_id": 11053}, {"client_count": 32, "user_id": 11050}, {"client_count": 32, "user_id": 11049}, {"client_count": 32, "user_id": 11047}, {"client_count": 32, "user_id": 11046}, {"client_count": 32, "user_id": 11043}, {"client_count": 32, "user_id": 11041}, {"client_count": 32, "user_id": 11038}, {"client_count": 32, "user_id": 11037}, {"client_count": 32, "user_id": 11035}, {"client_count": 32, "user_id": 11034}, {"client_count": 32, "user_id": 11031}, {"client_count": 32, "user_id": 11029}, {"client_count": 32, "user_id": 11026}, {"client_count": 32, "user_id": 11025}, {"client_count": 32, "user_id": 11023}, {"client_count": 32, "user_id": 11022}, {"client_count": 32, "user_id": 11019}, {"client_count": 32, "user_id": 11017}, {"client_count": 32, "user_id": 11014}, {"client_count": 32, "user_id": 11013}, {"client_count": 32, "user_id": 11011}, {"client_count": 32, "user_id": 11010}, {"client_count": 32, "user_id": 11007}, {"client_count": 32, "user_id": 11005}, {"client_count": 32, "user_id": 9871}, {"client_count": 32, "user_id": 1090}], "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": 20490.58724939823, "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": 20487.442501820624, "feature_first_useful_ms": 13313.285989686847, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 13315.377112478018, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.061961218714714, "intent_family": "independent11:professional_zero_rate_referrals", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2196116149425507, "first_useful_ms": 13178.56793757528, "optional_ms": 7110.939779318869, "queue_ms": 0.0, "required_to_ready_ms": 13178.56793757528, "submission_ack_ms": 1.322554424405098, "total_ms": 20289.96696230024}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "32 client records have an affiliated referrer in a professional affiliate role (Affiliate, AffiliateManager or Partner).", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:professional_zero_rate_referrals:t3", "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": "64a79f53-3ce1-4305-afdd-f6a8204b218f", "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": [{"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": "Keep the CT client records referred by a professio...", "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": 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": {"__cohort_keys__": {"derivation": "sql_sha:cec8788c929f2e51", "derived_columns": ["user_id", "client_count"], "key_column": "user_id", "key_count": 32, "keys": ["11062", "11061", "11059", "11058", "11055", "11053", "11050", "11049", "11047", "11046", "11043", "11041", "11038", "11037", "11035", "11034", "11031", "11029", "11026", "11025", "11023", "11022", "11019", "11017", "11014", "11013", "11011", "11010", "11007", "11005", "9871", "1090"], "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, "unit": null, "value_class": "numeric"}, {"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, "unit": null, "value_class": "count"}], "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": "64a79f53-3ce1-4305-afdd-f6a8204b218f", "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": [{"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, window functions", "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": "9039c600-328f-4fad-bad6-ef03aac98f7e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3.7499999999999997e-06, "estimated_rows": 1, "ms_estimate": 0.1875, "rows": 1, "total_cost": 8.75}, "created_at": "2026-09-06T12:00:00Z", "data": [[11062, 32], [11061, 32], [11059, 32], [11058, 32], [11055, 32], [11053, 32], [11050, 32], [11049, 32], [11047, 32], [11046, 32], [11043, 32], [11041, 32], [11038, 32], [11037, 32], [11035, 32], [11034, 32], [11031, 32], [11029, 32], [11026, 32], [11025, 32], [11023, 32], [11022, 32], [11019, 32], [11017, 32], [11014, 32], [11013, 32], [11011, 32], [11010, 32], [11007, 32], [11005, 32], [9871, 32], [1090, 32]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 56.528450921177864, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, COUNT(*) OVER () AS client_count FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id JOIN public.accounts AS ref ON ref.id = a.affiliate_id WHERE NOT a.affiliate_id IS NULL AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner') GROUP BY a.id ORDER BY a.id DESC NULLS LAST", "generated_sql_pretty": "SELECT\n a.id AS user_id,\n COUNT(*) OVER () AS client_count\nFROM public.accounts AS a\nJOIN public.clients AS c\n ON c.user_id = a.id\nJOIN public.accounts AS ref\n ON ref.id = a.affiliate_id\nWHERE\n NOT a.affiliate_id IS NULL\n AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nGROUP BY\n a.id\nORDER BY\n a.id DESC NULLS LAST", "id": "25bebc85-4522-4992-a610-df4dec318916", "insight_assumptions": ["Referrer is taken from accounts.affiliate_id with the referrer's role in Affiliate, AffiliateManager or Partner; no commission-rate or client-type filter appears in the query, so any CT or zero-commission condition was not applied here.", "Counts distinct client user_ids; accounts with no affiliate_id are excluded.", "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": ["How many of these 32 are CT client records specifically?", "Which of these clients have had activity in the last 90 days?"], "insight_headline": "32 client records have an affiliated referrer in a professional affiliate role (Affiliate, AffiliateManager or Partner).", "insight_notes": ["client_count is a windowed row count across the whole result, so every row shows 32; the true figure is the 32 distinct user_ids returned.", "The referrer filter is applied to the referrer's role, not to any commission rate, so no zero-commission condition is visible in this query.", "Rows are one per client user_id, ordered by id descending; the sample shows only the first 12 rows."], "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": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5d8cad9a987d48bd", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5d8cad9a987d48bd", "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.", "pivot": null, "query_id": "64a79f53-3ce1-4305-afdd-f6a8204b218f", "row_count": 32, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the accounts table twice (as a and as ref) and the clients table once.", "Joins clients to accounts by matching clients.user_id to accounts.id, and attaches the referring account ref by matching accounts.affiliate_id to ref.id.", "Keeps only rows where affiliate_id is filled in (excludes rows where it is empty).", "Keeps only rows where the referring account's role is 'Affiliate', 'AffiliateManager', or 'Partner'.", "Returns each account's id as user_id, grouped by that id.", "client_count is the total number of rows in the result (the same number on every row); if there are no rows, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "List every account that has a referring account with an affiliate-style role, and count how many such accounts exist in total.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600de480ca7a03b417fbabd91c2", "trace_snapshot": {"child_trace_ids": ["7696f6009c0c1ba4789a4556b1f0f8a0"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600de480ca7a03b417fbabd91c2", "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": "1270c297-bb56-49ff-a396-f36e78648281", "optional_status": "done", "timing": {"base_persistence_ms": 1.2196116149425507, "first_useful_ms": 13178.56793757528, "optional_ms": 7110.939779318869, "queue_ms": 0.0, "required_to_ready_ms": 13178.56793757528, "submission_ack_ms": 1.322554424405098, "total_ms": 20289.96696230024}}, "row_count": 32, "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": 6.12, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 56.53, "validate_ms": 0.0}, "trace_id": "7696f600de480ca7a03b417fbabd91c2", "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": ["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": "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": 7576.1354630813, "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": 7573.4780030325055, "feature_first_useful_ms": 4537.901129573584, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 4540.148755535483, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2186553105711937, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0233335196971893, "first_useful_ms": 4362.6778293401, "optional_ms": 2948.296961374581, "queue_ms": 0.0, "required_to_ready_ms": 4362.6778293401, "submission_ack_ms": 1.7014965415000916, "total_ms": 7311.5237187594175}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "3 results \u2014 first client: Fictional Partner 4", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["4"]}, "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": "3923d178-9328-40bd-bf37-a8b664b307db", "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": [{"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"], "title": "Show the same checked IDs for the professional CT ...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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 `). 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:d3b2866d4b1d2693", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "3923d178-9328-40bd-bf37-a8b664b307db", "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": [{"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": "cd741f80-6994-4826-8763-d4388d3b5500", "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": [[11904, "Fictional Partner 4", "unknown"], [11903, "Fictional Partner 3", "unknown"], [11902, "Fictional Partner 2", "unknown"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 55.11000379920006, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT acs.affiliate_id AS user_id FROM public.affiliate_commission_statements AS acs JOIN public.accounts AS a ON a.id = acs.affiliate_id WHERE a.role IN ('Affiliate', 'AffiliateManager', 'Partner') GROUP BY acs.affiliate_id HAVING COUNT(*) FILTER(WHERE NOT acs.paid_at IS NULL) > 0 AND COUNT(*) FILTER(WHERE acs.paid_at IS NULL) > 0 ORDER BY acs.affiliate_id DESC NULLS LAST", "generated_sql_pretty": "SELECT\n acs.affiliate_id AS user_id\nFROM public.affiliate_commission_statements AS acs\nJOIN public.accounts AS a\n ON a.id = acs.affiliate_id\nWHERE\n a.role IN ('Affiliate', 'AffiliateManager', 'Partner')\nGROUP BY\n acs.affiliate_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 acs.affiliate_id DESC NULLS LAST", "id": "ad0931c3-bdd2-4a1d-9a86-1a56c7142165", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "3 results \u2014 first client: Fictional Partner 4", "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": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1698e772f1b9b8d3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1698e772f1b9b8d3", "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.", "pivot": null, "query_id": "3923d178-9328-40bd-bf37-a8b664b307db", "row_count": 3, "shorthands_applied": [], "sql_explanation": {"bullets": ["Joins affiliate_commission_statements to accounts by matching the statement's affiliate_id to the account's id.", "Keeps only accounts whose role is 'Affiliate', 'AffiliateManager', or 'Partner' \u2014 accounts with any other role are excluded.", "Groups the statements by affiliate_id.", "Keeps a group only if it has at least one statement where paid_at is filled in (paid) AND at least one where paid_at is empty (unpaid).", "Returns the affiliate_id labeled as user_id, ordered from largest to smallest, with any empty IDs placed last."], "model": "glm-5.2", "provider": "zai", "summary": "Lists affiliate IDs that have at least one paid and at least one unpaid commission statement, keeping only accounts whose role is Affiliate, AffiliateManager, or Partner, sorted from highest to lowest ID.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600f650d3f5599442fca39cf0a4", "trace_snapshot": {"child_trace_ids": ["7696f600ce9a6fbf18b74974b4b37658"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600f650d3f5599442fca39cf0a4", "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": "0aa7e596-765f-455a-ac18-fa99924f59de", "optional_status": "done", "timing": {"base_persistence_ms": 1.0233335196971893, "first_useful_ms": 4362.6778293401, "optional_ms": 2948.296961374581, "queue_ms": 0.0, "required_to_ready_ms": 4362.6778293401, "submission_ack_ms": 1.7014965415000916, "total_ms": 7311.5237187594175}}, "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": 3.13, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 55.11, "validate_ms": 0.0}, "trace_id": "7696f600f650d3f5599442fca39cf0a4", "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:t1:base:repeat1", "case_id": "independent11:different_sales_ownership:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9978.734121657908, "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": 9974.603840149939, "feature_first_useful_ms": 9953.765318728983, "first_useful_ms": 9957.640101201832, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.840601071715355, "intent_family": "independent11:different_sales_ownership", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1250590905547142, "optional_ms": 53.548931144177914, "queue_ms": 0.0, "required_to_ready_ms": 9770.69581951946, "submission_ack_ms": 1.6438858583569527, "total_ms": 9824.910284020007}, "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": "3cdd3778-a3c7-474c-9533-b6d3bd516958", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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 `). 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": "3cdd3778-a3c7-474c-9533-b6d3bd516958", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "49c16319-c72f-4e6a-9038-cb83498de01e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "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_person_id IS NULL AND NOT relationship_manager_person_id IS NULL AND salesperson_person_id <> relationship_manager_person_id GROUP BY user_id ORDER BY user_id ASC LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "5308024a-cc0a-4198-b856-91e362e3871f", "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": "fbb75e8b971ca0d4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3675cb58435eeef5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "eba3bb489f2a64a7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "eba3bb489f2a64a7", "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": "3cdd3778-a3c7-474c-9533-b6d3bd516958", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3cdd3778-a3c7-474c-9533-b6d3bd516958", "trace_snapshot": {"job": {"job_id": "0a96f079-4253-4e27-ae31-565941b3477b", "optional_status": "done", "timing": {"base_persistence_ms": 1.1250590905547142, "optional_ms": 53.548931144177914, "queue_ms": 0.0, "required_to_ready_ms": 9770.69581951946, "submission_ack_ms": 1.6438858583569527, "total_ms": 9824.910284020007}}}, "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_EXECUTION_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": 15305.944072082639, "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": 15303.365494124591, "feature_first_useful_ms": 10205.711101181805, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 10207.926566712558, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.189463935792446, "intent_family": "independent11:partner_paid_and_unpaid_statements", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.242293044924736, "first_useful_ms": 10051.037062890828, "optional_ms": 5202.230049297214, "queue_ms": 0.0, "required_to_ready_ms": 10051.037062890828, "submission_ack_ms": 1.7944220453500748, "total_ms": 15253.752087242901}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "3 affiliate accounts have both a paid and an unpaid monthly commission statement.", "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": "07b97700-b5bf-4a5f-a8cf-9517fb46454d", "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": [{"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 `). 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": {}, "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": "client_count", "numerator_column": null, "percent_scale": null, "unit": null, "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": "07b97700-b5bf-4a5f-a8cf-9517fb46454d", "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": [{"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": "cd741f80-6994-4826-8763-d4388d3b5500", "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_message": null, "error_type": null, "execution_time_ms": 3740.494712255895, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COALESCE(x.client_count, 0) AS client_count FROM (SELECT COUNT(*) AS client_count FROM (SELECT acs.affiliate_id FROM public.affiliate_commission_statements acs JOIN public.accounts a ON a.id = acs.affiliate_id WHERE a.role IN ('Affiliate','AffiliateManager','Partner') GROUP BY acs.affiliate_id HAVING COUNT(*) FILTER (WHERE acs.paid_at IS NOT NULL) > 0 AND COUNT(*) FILTER (WHERE acs.paid_at IS NULL) > 0) p) x", "generated_sql_pretty": "SELECT\n COALESCE(x.client_count, 0) AS client_count\nFROM (\n SELECT\n COUNT(*) AS client_count\n FROM (\n SELECT\n acs.affiliate_id\n FROM public.affiliate_commission_statements AS acs\n JOIN public.accounts AS a\n ON a.id = acs.affiliate_id\n WHERE\n a.role IN ('Affiliate', 'AffiliateManager', 'Partner')\n GROUP BY\n acs.affiliate_id\n HAVING\n COUNT(*) FILTER(WHERE\n NOT acs.paid_at IS NULL) > 0\n AND COUNT(*) FILTER(WHERE\n acs.paid_at IS NULL) > 0\n ) AS p\n) AS x", "id": "4b6f4c0e-5cb3-4017-8343-b28fd6bdd447", "insight_assumptions": ["'Professional CT partner accounts' interpreted as accounts with role in ('Affiliate','AffiliateManager','Partner')", "'Paid' means paid_at is not null and 'unpaid' means paid_at is null on affiliate_commission_statements"], "insight_follow_ups": ["List the 3 affiliate accounts and their counts of paid vs unpaid statements", "What is the total unpaid commission value outstanding for those 3 accounts?"], "insight_headline": "3 affiliate accounts have both a paid and an unpaid monthly commission statement.", "insight_notes": ["Each account must have at least one statement with a non-null paid_at and one with a null paid_at, so these are accounts with a settled and an outstanding statement.", "Accounts counted are those with role in ('Affiliate','AffiliateManager','Partner') \u2014 the question's 'professional CT partner' framing maps to these three roles, which may be broader than partner-only."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "57186bf796be0903", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": true, "model": "glm-5.2", "prompt_sha256": "b6879d8930911573", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b6879d8930911573", "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.", "pivot": null, "query_id": "07b97700-b5bf-4a5f-a8cf-9517fb46454d", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Read commission statements from affiliate_commission_statements and attach the matching account from accounts on matching id.", "Keep only accounts whose role is 'Affiliate', 'AffiliateManager', or 'Partner'.", "Group the statements per affiliate.", "Require each affiliate to have at least one statement where paid_at is filled in and at least one where paid_at is empty.", "Count the affiliates that pass both checks.", "If nothing passes, the count is replaced with zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count how many affiliates with a partner/affiliate/manager role have at least one paid and at least one unpaid commission statement, reporting zero if none exist.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600f4a80027cb644bc289238bc0", "trace_snapshot": {"child_trace_ids": ["7696f600349d734540914579bf236937", "7696f600cc42a3a102d448d6aa1a24c7"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600f4a80027cb644bc289238bc0", "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": "c16d0951-c980-4bea-bae7-539a309f52c8", "optional_status": "done", "timing": {"base_persistence_ms": 1.242293044924736, "first_useful_ms": 10051.037062890828, "optional_ms": 5202.230049297214, "queue_ms": 0.0, "required_to_ready_ms": 10051.037062890828, "submission_ack_ms": 1.7944220453500748, "total_ms": 15253.752087242901}}, "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": 11.18, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 3740.49, "validate_ms": 0.0}, "trace_id": "7696f600f4a80027cb644bc289238bc0", "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:different_sales_ownership:t2:base:repeat1", "case_id": "independent11:different_sales_ownership:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6698.85699916631, "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": 6696.121223270893, "feature_first_useful_ms": 6683.4463607519865, "first_useful_ms": 6685.863484628499, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.386062406003475, "intent_family": "independent11:different_sales_ownership", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9742567092180252, "optional_ms": 62.1024239808321, "queue_ms": 0.0, "required_to_ready_ms": 6584.993724711239, "submission_ack_ms": 1.2463424354791641, "total_ms": 6647.940006107092}, "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": "eefa55bd-812f-42e4-9d55-6fe35cdc36bb", "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": [{"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 `). 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": "eefa55bd-812f-42e4-9d55-6fe35cdc36bb", "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": [{"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": "49c16319-c72f-4e6a-9038-cb83498de01e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "658bd0d2-a728-4f1d-870d-1a3860b0d830", "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 schema provides no column definitions for ct.client_360 (or any table), so the columns identifying the salesperson and relationship manager needed to test 'both known and different people' cannot be reliably referenced.\",\n \"confidence\": \"uncertain\",\n \"w", "prompt_sha256": "36681d1def07d855", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "511eef34ef55a13f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "511eef34ef55a13f", "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": "eefa55bd-812f-42e4-9d55-6fe35cdc36bb", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-eefa55bd-812f-42e4-9d55-6fe35cdc36bb", "trace_snapshot": {"job": {"job_id": "00fe9fb5-cf7f-4834-81e5-10bccc891256", "optional_status": "done", "timing": {"base_persistence_ms": 1.9742567092180252, "optional_ms": 62.1024239808321, "queue_ms": 0.0, "required_to_ready_ms": 6584.993724711239, "submission_ack_ms": 1.2463424354791641, "total_ms": 6647.940006107092}}}, "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_EXECUTION_001"}, "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": 5816.96954369545, "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": 5813.7438129633665, "feature_first_useful_ms": 5803.470661863685, "first_useful_ms": 5806.430472992361, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9156403616070747, "intent_family": "independent11:different_sales_ownership", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7258888110518456, "optional_ms": 62.34732363373041, "queue_ms": 0.0, "required_to_ready_ms": 5570.083828642964, "submission_ack_ms": 3.300934098660946, "total_ms": 5633.077093400061}, "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": "7dcbb28b-2a7e-400c-9102-62426ae4d204", "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": [{"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 `). 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": "7dcbb28b-2a7e-400c-9102-62426ae4d204", "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": [{"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": "49c16319-c72f-4e6a-9038-cb83498de01e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "3bea0e06-f0a7-4941-a0c6-2e08531a4831", "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": "ea5d78ff54d86a80", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request references ct.client_360 and pipedrive tables with salesperson/relationship manager fields that are not present in the provided schema, and it depends on an undefined 'first result' context.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No c", "prompt_sha256": "a81d7eae9ad0284e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a81d7eae9ad0284e", "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": "7dcbb28b-2a7e-400c-9102-62426ae4d204", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-7dcbb28b-2a7e-400c-9102-62426ae4d204", "trace_snapshot": {"job": {"job_id": "dda7b999-6e5b-4dac-9666-834e182816c7", "optional_status": "done", "timing": {"base_persistence_ms": 1.7258888110518456, "optional_ms": 62.34732363373041, "queue_ms": 0.0, "required_to_ready_ms": 5570.083828642964, "submission_ack_ms": 3.300934098660946, "total_ms": 5633.077093400061}}}, "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_EXECUTION_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 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": 8082.116604782641, "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": 8076.26221422106, "feature_first_useful_ms": 4014.3102891743183, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 4018.534963950515, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.196483641862869, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2941854074597359, "first_useful_ms": 3801.8569136038423, "optional_ms": 4169.273515231907, "queue_ms": 0.0, "required_to_ready_ms": 3801.8569136038423, "submission_ack_ms": 1.4402074739336967, "total_ms": 7971.825691871345}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "At least 43 distinct CT accounts are assigned to a campaign and have a known web referral domain.", "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": 43, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "34fd1692-ebe8-4ce5-8ea3-70a3512f4909", "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": [{"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 `). 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:d57b13940998a71e", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "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": "34fd1692-ebe8-4ce5-8ea3-70a3512f4909", "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": [{"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": "8e082121-02c5-46c0-8e63-44a25f6feef7", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000117, "estimated_rows": 39, "ms_estimate": 5.8500000000000005, "rows": 39, "total_cost": 6.49}, "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_message": null, "error_type": null, "execution_time_ms": 41.51291958987713, "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 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 ua.came_from_domain IS NULL\nORDER BY\n 1\nLIMIT 10000", "id": "88d6d93a-c916-45bc-8e2d-c76449b1a2b5", "insight_assumptions": ["'CT account' was matched by the account rows themselves; any account role was accepted since the query does not filter on role.", "Only accounts with both a non-null campaign_id and a non-null came_from_domain are included."], "insight_follow_ups": ["Show these accounts grouped by campaign and referral domain to see which sources dominate.", "List the client names and types for all 43 accounts.", "How many campaign-assigned accounts have no known referral domain?"], "insight_headline": "At least 43 distinct CT accounts are assigned to a campaign and have a known web referral domain.", "insight_notes": ["43 rows were returned but the sample shows only the first 12, ordered by user_id, so no pattern beyond these rows can be inferred.", "In the sample shown, most accounts share client type cfx (corporate), with pfx (private) appearing twice."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "53fc30f29a00cc5e", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "53fc30f29a00cc5e", "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.", "pivot": null, "query_id": "34fd1692-ebe8-4ce5-8ea3-70a3512f4909", "row_count": 43, "shorthands_applied": [], "sql_explanation": {"bullets": ["Looks at the accounts table and the user_analytics table, matching rows where user_analytics.user_id equals the account's id.", "Keeps only accounts where campaign_id is not empty/null \u2014 accounts with no campaign assigned are dropped.", "Also requires that came_from_domain is not empty/null, so accounts with no known referral domain are dropped.", "Returns each qualifying id once (no duplicates), sorted from smallest to largest, with at most 10,000 results."], "model": "glm-5.2", "provider": "zai", "summary": "Finds each distinct account that has a campaign assigned and a known web referral domain, returning only the account IDs in ascending order.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600b2a76643955149b8bd444561", "trace_snapshot": {"child_trace_ids": ["7696f600a8d34bc08a064b23ba8ac743"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600b2a76643955149b8bd444561", "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": "d08f7585-bbf7-4a2d-8e33-d61abc6eba3c", "optional_status": "done", "timing": {"base_persistence_ms": 1.2941854074597359, "first_useful_ms": 3801.8569136038423, "optional_ms": 4169.273515231907, "queue_ms": 0.0, "required_to_ready_ms": 3801.8569136038423, "submission_ack_ms": 1.4402074739336967, "total_ms": 7971.825691871345}}, "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": 2.31, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 41.51, "validate_ms": 0.0}, "trace_id": "7696f600b2a76643955149b8bd444561", "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:t4:base:repeat1", "case_id": "independent11:different_sales_ownership:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5099.271787330508, "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": 5097.042519599199, "feature_first_useful_ms": 4792.472640052438, "first_useful_ms": 4794.438038021326, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.9326265901327133, "intent_family": "independent11:different_sales_ownership", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.149939261376858, "optional_ms": 65.97825884819031, "queue_ms": 0.0, "required_to_ready_ms": 4687.858462333679, "submission_ack_ms": 1.7723003402352333, "total_ms": 4755.1559545099735}, "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": "3a380574-6185-404d-936c-d44dc43044dc", "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": [{"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 `). 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": "3a380574-6185-404d-936c-d44dc43044dc", "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": [{"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": "49c16319-c72f-4e6a-9038-cb83498de01e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "f1a811ec-26a5-48b1-955a-e726d1b363b6", "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 unavailable 'third result' from a prior pipeline, and neither ct.client_360 nor any column-level schema is provided, so no query can be safely generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No column details are avail", "prompt_sha256": "fde24220044ba54b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9c5f00acbe6c12a4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9c5f00acbe6c12a4", "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": "3a380574-6185-404d-936c-d44dc43044dc", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3a380574-6185-404d-936c-d44dc43044dc", "trace_snapshot": {"job": {"job_id": "a44e1b3e-9df5-416a-8d72-fc0e4e07cca2", "optional_status": "done", "timing": {"base_persistence_ms": 6.149939261376858, "optional_ms": 65.97825884819031, "queue_ms": 0.0, "required_to_ready_ms": 4687.858462333679, "submission_ack_ms": 1.7723003402352333, "total_ms": 4755.1559545099735}}}, "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_EXECUTION_001"}, "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": 8496.719683520496, "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": 8493.555884808302, "feature_first_useful_ms": 4451.994098722935, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 4454.679800197482, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.659250982105732, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9811632335186005, "first_useful_ms": 4384.722349233925, "optional_ms": 3784.933534450829, "queue_ms": 0.0, "required_to_ready_ms": 4384.722349233925, "submission_ack_ms": 1.5516215935349464, "total_ms": 8170.147248543799}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Exactly 43 CT accounts with a campaign role and a known web referral domain meet the criteria.", "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": "f6bce077-fcd1-4cea-9f02-d68a0fc0833e", "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": [{"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 `). 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": 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, "unit": null, "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": "f6bce077-fcd1-4cea-9f02-d68a0fc0833e", "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": [{"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": "8e082121-02c5-46c0-8e63-44a25f6feef7", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 7.52}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 43.02522353827953, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COALESCE(m.client_count, 0) AS client_count FROM (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(ua.came_from_domain, '') IS NOT NULL) m", "generated_sql_pretty": "SELECT\n COALESCE(m.client_count, 0) AS client_count\nFROM (\n SELECT\n COUNT(DISTINCT a.id) AS client_count\n FROM public.accounts AS a\n JOIN public.user_analytics AS ua\n ON ua.user_id = a.id\n WHERE\n NOT a.campaign_id IS NULL AND NOT NULLIF(ua.came_from_domain, '') IS NULL\n) AS m", "id": "bce7f5d0-cddf-4e21-9757-5aaf6fd3cb8f", "insight_assumptions": ["'Known referral domain' means a non-empty came_from_domain after blank strings are excluded, treating null as unknown.", "Only accounts with a campaign_id set count as assigned to a campaign."], "insight_follow_ups": ["List those 43 client accounts with their campaign and referral domain.", "How do these accounts break down by campaign?", "How many of these accounts have traded or generated revenue?"], "insight_headline": "Exactly 43 CT accounts with a campaign role and a known web referral domain meet the criteria.", "insight_notes": ["This is a single filtered count with no time dimension, so it is a point-in-time membership figure.", "The COALESCE guarantees a zero rather than an empty result if no accounts match."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f29d93bd74d9ca4a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f29d93bd74d9ca4a", "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.", "pivot": null, "query_id": "f6bce077-fcd1-4cea-9f02-d68a0fc0833e", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join accounts to user_analytics by matching user_analytics.user_id to the account's id.", "Keep only accounts whose campaign_id is filled in.", "Keep only rows where came_from_domain, after ignoring empty strings, has an actual value.", "Count the distinct account ids from those rows.", "Wrap the count so that if it's missing, show 0 instead."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct accounts linked to a campaign that have a non-empty web referral domain in their analytics, and report zero if the count comes back empty.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600dfa6f8b4785e47c1aaa64f21", "trace_snapshot": {"child_trace_ids": ["7696f600b8088367df9843f19eff1e96"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600dfa6f8b4785e47c1aaa64f21", "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": "8df641b7-3e21-4814-9f4e-1224ec4335a2", "optional_status": "done", "timing": {"base_persistence_ms": 0.9811632335186005, "first_useful_ms": 4384.722349233925, "optional_ms": 3784.933534450829, "queue_ms": 0.0, "required_to_ready_ms": 4384.722349233925, "submission_ack_ms": 1.5516215935349464, "total_ms": 8170.147248543799}}, "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": 2.63, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 43.03, "validate_ms": 0.0}, "trace_id": "7696f600dfa6f8b4785e47c1aaa64f21", "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 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}], "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": 10110.224415548146, "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": 10105.958608910441, "feature_first_useful_ms": 6685.418950393796, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 6689.065175130963, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.615913912653923, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.9829155430197716, "first_useful_ms": 6387.393614277244, "optional_ms": 3510.626151226461, "queue_ms": 0.0, "required_to_ready_ms": 6387.393614277244, "submission_ack_ms": 1.7981911078095436, "total_ms": 9904.821117408574}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "15 results \u2014 first client: Fictional Company 7", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["7"]}, "outcome": "silent_wrong", "parent_case_id": null, "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 15, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5ad740be-6408-4a40-9593-60dd3cf9a0dc", "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": [{"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 `). 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:49f43daebce0d210", "derived_columns": ["user_id", "client", "client_type", "phone"], "key_column": "user_id", "key_count": 15, "keys": ["11007", "11011", "11013", "11014", "11021", "11022", "11026", "11028", "11033", "11039", "11042", "11044", "11049", "11052", "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "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": "phone", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 15, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "5ad740be-6408-4a40-9593-60dd3cf9a0dc", "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": [{"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": "44956cd7-c06b-4e36-8da8-2555da35675e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 6.22}, "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]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 59.24048740416765, "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 a.skip_commission_calculations IS TRUE AND NOT c.completed_registration_at IS NULL AND (NULLIF(a.first_name, '') IS NULL OR NULLIF(a.last_name, '') IS NULL OR NULLIF(a.telephone, '') IS NULL) GROUP BY a.id ORDER BY a.id 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 a.skip_commission_calculations IS TRUE\n AND NOT c.completed_registration_at IS NULL\n AND (\n NULLIF(a.first_name, '') IS NULL\n OR NULLIF(a.last_name, '') IS NULL\n OR NULLIF(a.telephone, '') IS NULL\n )\nGROUP BY\n a.id\nORDER BY\n a.id\nLIMIT 10000", "id": "9a636b32-829c-4a49-8ff1-eb6455f2ea4a", "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": "15 results \u2014 first client: Fictional Company 7", "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e71aa8c654313a3a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e71aa8c654313a3a", "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.", "pivot": null, "query_id": "5ad740be-6408-4a40-9593-60dd3cf9a0dc", "row_count": 15, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads rows from the accounts table joined to clients on clients.user_id matching accounts.id, keeping only rows present in both.", "Keeps only accounts where role equals 'User', skip_commission_calculations is not true, and completed_registration_at is filled in.", "Keeps rows where first_name, last_name, or telephone is either null or an empty string (empty strings are treated as null via the null-if-blank check).", "Removes duplicate user IDs by grouping on the account id, and returns each id as user_id with a constant null phone column.", "Sorts user IDs in ascending order and returns at most 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Lists account IDs (with a blank phone column) for ordinary user accounts whose registration is complete but whose first name, last name, or telephone is missing or empty, sorted ascending.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600a04ffce1bd3b44bf8a706b1d", "trace_snapshot": {"child_trace_ids": ["7696f6007dacca9779a741e7aa4e3420"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600a04ffce1bd3b44bf8a706b1d", "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": "34923155-67d3-4e10-a4e4-dfa2bbdb26b7", "optional_status": "done", "timing": {"base_persistence_ms": 3.9829155430197716, "first_useful_ms": 6387.393614277244, "optional_ms": 3510.626151226461, "queue_ms": 0.0, "required_to_ready_ms": 6387.393614277244, "submission_ack_ms": 1.7981911078095436, "total_ms": 9904.821117408574}}, "row_count": 15, "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": 4.49, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 59.24, "validate_ms": 0.0}, "trace_id": "7696f600a04ffce1bd3b44bf8a706b1d", "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 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}, {"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": 12762.918749824166, "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": 12758.271999657154, "feature_first_useful_ms": 8792.734246701002, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 8795.374107547104, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.607649192214012, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1867601424455643, "first_useful_ms": 8588.523937389255, "optional_ms": 4091.4398822933435, "queue_ms": 0.0, "required_to_ready_ms": 8588.523937389255, "submission_ack_ms": 1.3958783820271492, "total_ms": 12680.425285361707}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "86 rows of checked IDs returned for campaign-assigned accounts with a known web referral domain, in descending user_id order", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:campaign_and_web_referral:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 86, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9bed4f44-d6c8-464f-bb39-1995f0350b2d", "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": [{"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 `). 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:0e9e79c0dcf77477", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 86, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "9bed4f44-d6c8-464f-bb39-1995f0350b2d", "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": [{"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, ", "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": "8e082121-02c5-46c0-8e63-44a25f6feef7", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.0002925, "estimated_rows": 78, "ms_estimate": 14.625, "rows": 78, "total_cost": 15.51}, "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)"], [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_message": null, "error_type": null, "execution_time_ms": 63.594927079975605, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT user_id FROM (SELECT 0 AS sort_key, 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 ua.came_from_domain IS NULL UNION ALL SELECT 1 AS sort_key, 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 ua.came_from_domain IS NULL) AS x ORDER BY x.sort_key, CASE WHEN x.sort_key = 0 THEN user_id END ASC, CASE WHEN x.sort_key = 1 THEN user_id END DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n user_id\nFROM (\n SELECT\n 0 AS sort_key,\n a.id AS user_id\n FROM public.accounts AS a\n JOIN public.user_analytics AS ua\n ON ua.user_id = a.id\n WHERE\n NOT a.campaign_id IS NULL AND NOT ua.came_from_domain IS NULL\n UNION ALL\n SELECT\n 1 AS sort_key,\n a.id AS user_id\n FROM public.accounts AS a\n JOIN public.user_analytics AS ua\n ON ua.user_id = a.id\n WHERE\n NOT a.campaign_id IS NULL AND NOT ua.came_from_domain IS NULL\n) AS x\nORDER BY\n x.sort_key,\n CASE WHEN x.sort_key = 0 THEN user_id END ASC,\n CASE WHEN x.sort_key = 1 THEN user_id END DESC NULLS LAST\nLIMIT 10000", "id": "f4e0ed9f-7bbf-4c16-8fc4-c15a49520728", "insight_assumptions": ["Checked criteria are: campaign_id is not null and came_from_domain is not null", "'Any role' was not filtered further \u2014 no role or client_type restriction was applied"], "insight_follow_ups": ["Which web referral domains and campaigns do these accounts come from?"], "insight_headline": "86 rows of checked IDs returned for campaign-assigned accounts with a known web referral domain, in descending user_id order", "insight_notes": ["The SQL unions the same criteria twice, so each user_id is likely duplicated across the two branches \u2014 the distinct member count may be nearer half the row count", "Sample rows show most accounts carry client_type cfx (corporate), with pfx (private) also appearing"], "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5a3ae337738523fe", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5a3ae337738523fe", "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.", "pivot": null, "query_id": "9bed4f44-d6c8-464f-bb39-1995f0350b2d", "row_count": 86, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads public.accounts joined to public.user_analytics by matching ua.user_id to a.id.", "Keeps only rows where campaign_id is not null and came_from_domain is not null.", "The same filtered query is repeated twice and stacked together with UNION ALL, tagged sort_key 0 for the first copy and 1 for the second.", "Ordering: sort_key first, then user_id ascending for the sort_key 0 rows and descending for the sort_key 1 rows (rows where the case doesn't apply sort last).", "Returns only the user_id column, capped at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Lists up to 10,000 user IDs from accounts joined to their analytics, keeping only accounts assigned to a campaign with a known referral domain, with the second copy of the same list in descending ID order.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600bf2bafd3cb7e4af4823e0be0", "trace_snapshot": {"child_trace_ids": ["7696f60092c2cc623c7f4737acbb5ccb"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600bf2bafd3cb7e4af4823e0be0", "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": "faba3c8a-a8f4-4b3c-936a-bb2a4a75b811", "optional_status": "done", "timing": {"base_persistence_ms": 1.1867601424455643, "first_useful_ms": 8588.523937389255, "optional_ms": 4091.4398822933435, "queue_ms": 0.0, "required_to_ready_ms": 8588.523937389255, "submission_ack_ms": 1.3958783820271492, "total_ms": 12680.425285361707}}, "row_count": 86, "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": 5.45, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 63.59, "validate_ms": 0.0}, "trace_id": "7696f600bf2bafd3cb7e4af4823e0be0", "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": 15}], "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": 11884.664102457464, "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": 11881.331049837172, "feature_first_useful_ms": 5735.062437132001, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 5737.984975799918, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.893548458814621, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.042309381067753, "first_useful_ms": 5606.672280468047, "optional_ms": 6207.278509624302, "queue_ms": 0.0, "required_to_ready_ms": 5606.672280468047, "submission_ack_ms": 1.3356860727071762, "total_ms": 11815.30116777867}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "15 ordinary CT user accounts have completed registration but at least one missing or blank name or telephone field.", "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": 1, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "94d4e3cb-92a7-4715-b8b5-17985b49616d", "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": [{"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 with com...", "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 `). 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:cff7844c2ae42bac", "key_column": "id", "key_count": 15, "keys": ["11033", "11011", "11021", "11013", "11049", "11039", "11014", "11052", "11007", "11044", "11026", "11056", "11042", "11022", "11028"], "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, "unit": null, "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": "94d4e3cb-92a7-4715-b8b5-17985b49616d", "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": [{"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": "44956cd7-c06b-4e36-8da8-2555da35675e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.4999999999999998e-06, "estimated_rows": 1, "ms_estimate": 0.125, "rows": 1, "total_cost": 6.47}, "created_at": "2026-09-06T12:00:00Z", "data": [[15]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 61.474913731217384, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT COALESCE(COUNT(*), 0) AS client_count, 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 a.skip_commission_calculations IS TRUE AND NOT c.completed_registration_at IS NULL AND ((a.first_name IS NULL OR a.first_name = '') OR (a.last_name IS NULL OR a.last_name = '') OR (a.telephone IS NULL OR a.telephone = ''))", "generated_sql_pretty": "SELECT\n COALESCE(COUNT(*), 0) 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 a.role = 'User'\n AND NOT a.skip_commission_calculations IS TRUE\n AND NOT c.completed_registration_at IS NULL\n AND (\n (\n a.first_name IS NULL OR a.first_name = ''\n )\n OR (\n a.last_name IS NULL OR a.last_name = ''\n )\n OR (\n a.telephone IS NULL OR a.telephone = ''\n )\n )", "id": "b75c5bf7-13e5-4899-bc76-48d232e4b038", "insight_assumptions": ["Ordinary CT users defined as role = 'User' and not flagged to skip commission calculations.", "Complete registration means completed_registration_at is set.", "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": ["List the 15 accounts with their user IDs and which specific fields are missing.", "Which relationship managers or clients are these incomplete-profile accounts attached to?"], "insight_headline": "15 ordinary CT user accounts have completed registration but at least one missing or blank name or telephone field.", "insight_notes": ["Each row is one account-client join, so 15 is a count of accounts, not necessarily 15 distinct humans if any user_id repeats.", "The check covers null or empty-string values in first name, last name or telephone; whitespace-only entries would not be caught."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6760a61b120ee25f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6760a61b120ee25f", "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.", "pivot": null, "query_id": "94d4e3cb-92a7-4715-b8b5-17985b49616d", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Joins accounts to clients by matching the client's user_id to the account's id.", "Keeps only rows where the account's role is 'User'.", "Excludes accounts where skip_commission_calculations is true.", "Requires that completed_registration_at is filled in (not null).", "Keeps rows where first_name, last_name, or telephone is either null or an empty string.", "Counts the matching rows, treating an empty result as zero; also outputs a null phone column."], "model": "glm-5.2", "provider": "zai", "summary": "Counts ordinary user accounts with complete registration that have at least one missing or blank name or telephone field, returning zero if none match.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6006d0847d78ab240808b760b46", "trace_snapshot": {"child_trace_ids": ["7696f60043c72cd61f9740a6940869dc"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6006d0847d78ab240808b760b46", "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": "385a7aef-a03b-40c0-873c-8deb035c2400", "optional_status": "done", "timing": {"base_persistence_ms": 2.042309381067753, "first_useful_ms": 5606.672280468047, "optional_ms": 6207.278509624302, "queue_ms": 0.0, "required_to_ready_ms": 5606.672280468047, "submission_ack_ms": 1.3356860727071762, "total_ms": 11815.30116777867}}, "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": 6.91, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 61.47, "validate_ms": 0.0}, "trace_id": "7696f6006d0847d78ab240808b760b46", "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": 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": 13100.30559450388, "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": 13097.066713497043, "feature_first_useful_ms": 6917.789873667061, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 6920.651071704924, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.833457663655281, "intent_family": "independent11:campaign_and_web_referral", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.6379100531339645, "first_useful_ms": 6613.788554444909, "optional_ms": 6414.611538872123, "queue_ms": 0.0, "required_to_ready_ms": 6613.788554444909, "submission_ack_ms": 1.781560480594635, "total_ms": 13029.867271892726}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "43 accounts match the criteria of a campaign assignment plus a known web referral domain", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "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": "c8a86146-f704-49c4-a4f9-00dbf01516e8", "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": [{"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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:78ab09acc8cf6dcb", "key_column": "id", "key_count": 43, "keys": ["11027", "11040", "11006", "11060", "11058", "11021", "11048", "11031", "11039", "11055", "11064", "11007", "11024", "11016", "11022", "11028", "11009", "11030", "11019", "11057", "11043", "11033", "11046", "11036", "11054", "11037", "11013", "11061", "11004", "9871", "11049", "11045", "11015", "11010", "11034", "11052", "11051", "11018", "11025", "11003", "11012", "11042", "11063"], "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, "unit": null, "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": "c8a86146-f704-49c4-a4f9-00dbf01516e8", "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": [{"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": "8e082121-02c5-46c0-8e63-44a25f6feef7", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 6.5}, "created_at": "2026-09-06T12:00:00Z", "data": [[43]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 41.77466034889221, "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 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 ua.came_from_domain IS NULL", "id": "439d7066-e433-4d30-b05a-6321d20515f8", "insight_assumptions": ["client_count counts distinct account IDs meeting both filters, not distinct underlying clients", "'known web referral domain' interpreted as user_analytics.came_from_domain being non-null"], "insight_follow_ups": ["List those 43 accounts with their campaign and referral domain", "How does this compare when the same criteria are applied to a prior period?"], "insight_headline": "43 accounts match the criteria of a campaign assignment plus a known web referral domain", "insight_notes": ["Single-row count, so 43 is the full result \u2014 every one of these accounts has both a campaign_id and a non-null came_from_domain.", "This counts accounts with a matching analytics record; it says nothing about how recent or active those memberships are."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f8c7a1c6f6f42581", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f8c7a1c6f6f42581", "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.", "pivot": null, "query_id": "c8a86146-f704-49c4-a4f9-00dbf01516e8", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join each account to its user_analytics record by matching user_analytics.user_id to the account's id, keeping only accounts with a matching record.", "Keep only accounts where campaign_id is filled in \u2014 accounts with no campaign assigned are excluded.", "Keep only rows where came_from_domain is filled in \u2014 rows with a missing referral domain are excluded.", "Count the distinct account ids remaining and report that number as client_count; if no rows survive, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct account IDs that have a campaign assigned and a known referral domain in their analytics record.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600b0c1d0d4abfb464894d6659d", "trace_snapshot": {"child_trace_ids": ["7696f600effc82f37212405d9b93a9bb"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600b0c1d0d4abfb464894d6659d", "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": "45c65c47-09ef-4e41-af9f-5726559ea3a4", "optional_status": "done", "timing": {"base_persistence_ms": 4.6379100531339645, "first_useful_ms": 6613.788554444909, "optional_ms": 6414.611538872123, "queue_ms": 0.0, "required_to_ready_ms": 6613.788554444909, "submission_ack_ms": 1.781560480594635, "total_ms": 13029.867271892726}}, "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": 2.43, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 41.77, "validate_ms": 0.0}, "trace_id": "7696f600b0c1d0d4abfb464894d6659d", "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": "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": 15456.593024544418, "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": 15453.213508240879, "feature_first_useful_ms": 7238.244690001011, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 7240.845559164882, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5731874629855156, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2101009488105774, "first_useful_ms": 7150.169312022626, "optional_ms": 8166.965045034885, "queue_ms": 0.0, "required_to_ready_ms": 7150.169312022626, "submission_ack_ms": 1.3701971620321274, "total_ms": 15317.688225768507}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "16 results \u2014 first client: Synthetic63 Client", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "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": "41bbed9f-758b-45f5-904c-f944be52eb56", "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": [{"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 `). 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:cbbb435175afa547", "derived_columns": ["user_id", "client", "client_type", "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "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": "phone", "numerator_column": null, "percent_scale": null, "unit": null, "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": "41bbed9f-758b-45f5-904c-f944be52eb56", "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": [{"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": "44956cd7-c06b-4e36-8da8-2555da35675e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 4.8e-05, "estimated_rows": 16, "ms_estimate": 2.4000000000000004, "rows": 16, "total_cost": 6.85}, "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_message": null, "error_type": null, "execution_time_ms": 62.113238498568535, "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.first_name IS NULL OR a.first_name = '') OR (a.last_name IS NULL OR a.last_name = '') OR (a.telephone IS NULL OR a.telephone = '')) GROUP BY a.id 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 (\n a.first_name IS NULL OR a.first_name = ''\n )\n OR (\n a.last_name IS NULL OR a.last_name = ''\n )\n OR (\n a.telephone IS NULL OR a.telephone = ''\n )\n )\nGROUP BY\n a.id\nORDER BY\n a.id DESC NULLS LAST\nLIMIT 10000", "id": "65bd37c0-61f4-4db8-b00d-48d043e02ab4", "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": "16 results \u2014 first client: Synthetic63 Client", "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f4f8c2d72f3992fe", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f4f8c2d72f3992fe", "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.", "pivot": null, "query_id": "41bbed9f-758b-45f5-904c-f944be52eb56", "row_count": 16, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads public.accounts joined to public.clients where clients.user_id matches accounts.id.", "Keeps only accounts whose role is exactly 'User' and whose client row has a non-null completed_registration_at.", "Requires at least one of the account's first_name, last_name, or telephone to be either null or an empty string.", "Outputs the account ID as user_id and a constant null value as phone.", "Groups the results by account ID and orders them by ID from highest to lowest, with any null IDs last, returning at most 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Lists user account IDs (with a blank phone column) for accounts with role 'User' that have a registration completion timestamp on the joined client row and at least one missing or empty first-name, last-name, or telephone field, sorted by ID descending.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6006a851bb4da494cc8929258f0", "trace_snapshot": {"child_trace_ids": ["7696f600044965424a5d41c29ed6e2e6"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6006a851bb4da494cc8929258f0", "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": "e24e548f-b897-465e-9d7a-bb97126fcfe1", "optional_status": "done", "timing": {"base_persistence_ms": 1.2101009488105774, "first_useful_ms": 7150.169312022626, "optional_ms": 8166.965045034885, "queue_ms": 0.0, "required_to_ready_ms": 7150.169312022626, "submission_ack_ms": 1.3701971620321274, "total_ms": 15317.688225768507}}, "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": 7.78, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 62.11, "validate_ms": 0.0}, "trace_id": "7696f6006a851bb4da494cc8929258f0", "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: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": 11690.695184282959, "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": [{"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": 11686.06482539326, "feature_first_useful_ms": 11666.454833000898, "first_useful_ms": 11670.876094140112, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.395670257508755, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 7.231907919049263, "optional_ms": 73.41438438743353, "queue_ms": 0.0, "required_to_ready_ms": 11348.310603760183, "submission_ack_ms": 1.835663802921772, "total_ms": 11423.281652852893}, "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": "1f7f1452-752b-44bb-9fd6-40adaa3fd9bd", "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": [{"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.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 `'' = 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 ' is EITHER side: OR this with ct.clients.buy_currencies; ' 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": {}, "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": "1f7f1452-752b-44bb-9fd6-40adaa3fd9bd", "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": [{"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": "a09e8db0-106e-4b2c-a8cb-4abe03316a88", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "13028ecc-b776-487e-954b-eb126b4003a2", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The question requires columns like a client's declared sell-currency list and each trade's sell currency (plus ct.client_360/pipedrive federation), but the provided schema lists tables with no columns and no such tables exist; only SELECTs on known schema obj", "prompt_sha256": "8f65d118a3f569e7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "93bc248abd69ab4b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "93bc248abd69ab4b", "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": "error", "pivot": null, "query_id": "1f7f1452-752b-44bb-9fd6-40adaa3fd9bd", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-1f7f1452-752b-44bb-9fd6-40adaa3fd9bd", "trace_snapshot": {"job": {"job_id": "4c0d0238-6a65-40d5-8f58-6747c6bb845b", "optional_status": "done", "timing": {"base_persistence_ms": 7.231907919049263, "optional_ms": 73.41438438743353, "queue_ms": 0.0, "required_to_ready_ms": 11348.310603760183, "submission_ack_ms": 1.835663802921772, "total_ms": 11423.281652852893}}}, "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_EXECUTION_001"}, "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": 10549.395620822906, "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": 10545.883251354098, "feature_first_useful_ms": 10531.406976282597, "first_useful_ms": 10534.382336772978, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9462501406669617, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0091345757246017, "optional_ms": 66.92258361726999, "queue_ms": 0.0, "required_to_ready_ms": 10368.155071511865, "submission_ack_ms": 1.5897145494818687, "total_ms": 10435.571800917387}, "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": 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": "b8b0fe4c-bd50-42b4-b346-87d629b9131a", "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": [{"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 `'' = 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 ' is EITHER side: OR this with ct.clients.buy_currencies; ' 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": "b8b0fe4c-bd50-42b4-b346-87d629b9131a", "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": [{"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": "a09e8db0-106e-4b2c-a8cb-4abe03316a88", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a2beee24-dca8-4bcc-9706-ad0a0f1b6676", "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\": \"Cannot generate: the provided schema lists table names with no columns, and the required ct.client_360 view and sell-currency fields are not available, so I cannot build the required cohort predicate or projection.\",\n \"confidence\": \"uncertain\",\n \"warnings\":", "prompt_sha256": "6515f6e864e404ac", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b4aaea517dd523fe", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b4aaea517dd523fe", "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": "b8b0fe4c-bd50-42b4-b346-87d629b9131a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-b8b0fe4c-bd50-42b4-b346-87d629b9131a", "trace_snapshot": {"job": {"job_id": "01e204e8-100c-4a45-ba15-53d40505bf80", "optional_status": "done", "timing": {"base_persistence_ms": 1.0091345757246017, "optional_ms": 66.92258361726999, "queue_ms": 0.0, "required_to_ready_ms": 10368.155071511865, "submission_ack_ms": 1.5897145494818687, "total_ms": 10435.571800917387}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 15, "phone": null, "user_id": 11056}, {"client_count": 15, "phone": "+440000000052", "user_id": 11052}, {"client_count": 15, "phone": null, "user_id": 11049}, {"client_count": 15, "phone": "+440000000044", "user_id": 11044}, {"client_count": 15, "phone": null, "user_id": 11042}, {"client_count": 15, "phone": "+440000000039", "user_id": 11039}, {"client_count": 15, "phone": "+440000000033", "user_id": 11033}, {"client_count": 15, "phone": null, "user_id": 11028}, {"client_count": 15, "phone": "+440000000026", "user_id": 11026}, {"client_count": 15, "phone": "+440000000022", "user_id": 11022}, {"client_count": 15, "phone": null, "user_id": 11021}, {"client_count": 15, "phone": null, "user_id": 11014}, {"client_count": 15, "phone": "+440000000013", "user_id": 11013}, {"client_count": 15, "phone": "+440000000011", "user_id": 11011}, {"client_count": 15, "phone": null, "user_id": 11007}], "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": 20810.062240809202, "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": 20806.686435826123, "feature_first_useful_ms": 14770.910324528813, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 14773.636507801712, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.696261741220951, "intent_family": "independent11:funnel_incomplete_contact", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7289994284510612, "first_useful_ms": 14608.531061559916, "optional_ms": 5892.495987936854, "queue_ms": 0.0, "required_to_ready_ms": 14608.531061559916, "submission_ack_ms": 1.4812815934419632, "total_ms": 20501.54517777264}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "15 ordinary CT user accounts have completed registration but at least one missing or blank first-name, last-name, or telephone field.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:funnel_incomplete_contact:t3", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 15, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "36a59b1c-1713-401c-a257-00d8c41cece4", "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": [{"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": "Keep the ordinary CT user accounts with complete r...", "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": 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 `). 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": {"__cohort_keys__": {"derivation": "sql_sha:f0d7adf332ed1bca", "derived_columns": ["user_id", "client_count", "phone"], "key_column": "user_id", "key_count": 15, "keys": ["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, "unit": null, "value_class": "numeric"}, {"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, "unit": null, "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": "phone", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "text"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 15, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "36a59b1c-1713-401c-a257-00d8c41cece4", "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": [{"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": "44956cd7-c06b-4e36-8da8-2555da35675e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 6.75}, "created_at": "2026-09-06T12:00:00Z", "data": [[11056, 15, null], [11052, 15, "+440000000052"], [11049, 15, null], [11044, 15, "+440000000044"], [11042, 15, null], [11039, 15, "+440000000039"], [11033, 15, "+440000000033"], [11028, 15, null], [11026, 15, "+440000000026"], [11022, 15, "+440000000022"], [11021, 15, null], [11014, 15, null], [11013, 15, "+440000000013"], [11011, 15, "+440000000011"], [11007, 15, null]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 57.4768902733922, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, COUNT(*) OVER () AS client_count, 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 a.skip_commission_calculations IS TRUE 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", "generated_sql_pretty": "SELECT\n a.id AS user_id,\n COUNT(*) OVER () 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 a.role = 'User'\n AND NOT a.skip_commission_calculations IS TRUE\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", "id": "11c69eb1-0078-440e-9a95-331c19761f02", "insight_assumptions": ["'Ordinary' means role = 'User' and excludes accounts flagged to skip commission calculations.", "'Complete registration' means completed_registration_at is set, and blank means empty or whitespace-only after trimming.", "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": ["Which of the 15 accounts are missing a telephone specifically versus a name field?", "Which clients do these 15 user IDs belong to, listed per client?"], "insight_headline": "15 ordinary CT user accounts have completed registration but at least one missing or blank first-name, last-name, or telephone field.", "insight_notes": ["The count of 15 is a window total repeated on each row, matching the 15 rows returned \u2014 so all listed accounts are the complete set.", "Telephone is populated in several sampled rows (e.g. 11052, 11044), meaning their missing field is a first or last name rather than phone; roughly half the sample has a null phone."], "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": true}, "shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "72cdd55dd260f80f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "72cdd55dd260f80f", "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.", "pivot": null, "query_id": "36a59b1c-1713-401c-a257-00d8c41cece4", "row_count": 15, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join accounts to clients where clients.user_id matches accounts.id.", "Keep only accounts whose role is 'User' and where skip_commission_calculations is not true.", "Require that completed_registration_at on the client row is not null.", "Keep rows where trimming first_name, last_name, or telephone and treating an empty string as null gives null \u2014 i.e. at least one of those fields is missing or blank.", "For each output row show the account id as user_id, the total number of matching rows across the whole result as client_count (zero if there are none), and a phone column that is always null.", "Sort by user_id from largest to smallest, putting null ids last."], "model": "glm-5.2", "provider": "zai", "summary": "List ordinary user accounts with completed registration but at least one missing or blank first-name, last-name, or telephone field, attaching the total row count to each row and a null phone column.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6003351e9d1ec2d423cbe1a7285", "trace_snapshot": {"child_trace_ids": ["7696f600ca434462e40146ceb86177ee"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6003351e9d1ec2d423cbe1a7285", "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": "6612ebff-f9d4-459d-b68c-cded2d1251f2", "optional_status": "done", "timing": {"base_persistence_ms": 1.7289994284510612, "first_useful_ms": 14608.531061559916, "optional_ms": 5892.495987936854, "queue_ms": 0.0, "required_to_ready_ms": 14608.531061559916, "submission_ack_ms": 1.4812815934419632, "total_ms": 20501.54517777264}}, "row_count": 15, "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": 4.31, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 57.48, "validate_ms": 0.0}, "trace_id": "7696f6003351e9d1ec2d423cbe1a7285", "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": ["phone", "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: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": 7929.283530451357, "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": [{"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": 7925.074055790901, "feature_first_useful_ms": 7915.220618247986, "first_useful_ms": 7919.174793176353, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.885732963681221, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.817184992134571, "optional_ms": 60.33189781010151, "queue_ms": 0.0, "required_to_ready_ms": 7605.083538219333, "submission_ack_ms": 1.8255338072776794, "total_ms": 7666.250345297158}, "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": 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": "d8fefa1a-87d1-475b-a5a8-ba3394c1697d", "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": [{"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": 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 `'' = 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 ' is EITHER side: OR this with ct.clients.buy_currencies; ' 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": {}, "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": "d8fefa1a-87d1-475b-a5a8-ba3394c1697d", "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": [{"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": "a09e8db0-106e-4b2c-a8cb-4abe03316a88", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "0da43fe4-9e69-4e7f-a4ae-b33aaf7f86b6", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the schema context lists table names with no columns, and the required filter (trades whose sell currency is absent from the client's declared sell currencies) plus the 'first result' reference cannot be mapped to known ct.client_360 fields.\"", "prompt_sha256": "78cf8a3eefea87b3", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4aa2014e99c951cf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4aa2014e99c951cf", "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": "error", "pivot": null, "query_id": "d8fefa1a-87d1-475b-a5a8-ba3394c1697d", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-d8fefa1a-87d1-475b-a5a8-ba3394c1697d", "trace_snapshot": {"job": {"job_id": "be475eed-de96-4bae-8fee-1a595452d1f8", "optional_status": "done", "timing": {"base_persistence_ms": 4.817184992134571, "optional_ms": 60.33189781010151, "queue_ms": 0.0, "required_to_ready_ms": 7605.083538219333, "submission_ack_ms": 1.8255338072776794, "total_ms": 7666.250345297158}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"broker_verified_at": "2026-07-31 23:00:00", "client_status": "rejected", "user_id": 11027}, {"broker_verified_at": "2026-07-31 23:00:00", "client_status": "rejected", "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": 8947.310351766646, "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": 8943.160000257194, "feature_first_useful_ms": 5540.552480146289, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 5544.2185662686825, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.631315194070339, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.496700569987297, "first_useful_ms": 5405.023634433746, "optional_ms": 3318.4877643361688, "queue_ms": 0.0, "required_to_ready_ms": 5405.023634433746, "submission_ack_ms": 2.023208886384964, "total_ms": 8724.043648689985}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Two private clients with status rejected have broker verification timestamps: 11027 and 11063.", "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": "37fae095-9e61-4270-93d4-0952cdab6a14", "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": [{"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_status"], "title": "List every distinct private CT client records whos...", "type": "line", "x_axis": "user_id", "y_axis": "client_status"}, "chart_type": "line", "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:b8f8a7f9011ffe28", "derived_columns": ["user_id", "client_status", "broker_verified_at"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": "attribute", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "varchar", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "client_status", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "text"}, {"aggregation": "min", "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "timestamp", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "broker_verified_at", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "date"}], "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": "37fae095-9e61-4270-93d4-0952cdab6a14", "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": [{"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": "382c7959-0ec2-42f5-b94e-af3602172455", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.2e-05, "estimated_rows": 3, "ms_estimate": 0.6000000000000001, "rows": 3, "total_cost": 7.75}, "created_at": "2026-09-06T12:00:00Z", "data": [[11027, "rejected", "2026-07-31 23:00:00"], [11063, "rejected", "2026-07-31 23:00:00"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 56.06483202427626, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, c.status AS client_status, MIN(ba.verified_at) AS broker_verified_at 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 c.type = 'PersonalAccount' AND c.status = 'rejected' AND NOT ba.verified_at IS NULL GROUP BY a.id, c.status ORDER BY a.id ASC", "generated_sql_pretty": "SELECT\n a.id AS user_id,\n c.status AS client_status,\n MIN(ba.verified_at) AS broker_verified_at\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 c.type = 'PersonalAccount'\n AND c.status = 'rejected'\n AND NOT ba.verified_at IS NULL\nGROUP BY\n a.id,\n c.status\nORDER BY\n a.id ASC", "id": "e6296b65-0b0d-4e5b-9970-7d3d3308e666", "insight_assumptions": ["'Private CT client' interpreted as client type 'PersonalAccount' in the clients table", "broker verification timestamp exists interpreted as excluding null verified_at values"], "insight_follow_ups": ["Show the full client details (names, emails, RMs) for 11027 and 11063", "Do these two clients have any closed or active trades since verification?"], "insight_headline": "Two private clients with status rejected have broker verification timestamps: 11027 and 11063.", "insight_notes": ["Both records share the same earliest verification timestamp of 2026-07-31 23:00:00, suggesting a batch or shared verification event.", "The query uses the earliest (MIN) broker verification timestamp per account, in case an account has multiple broker records."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "dec84d075bad7ed9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "dec84d075bad7ed9", "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.", "pivot": null, "query_id": "37fae095-9e61-4270-93d4-0952cdab6a14", "row_count": 2, "shorthands_applied": [], "sql_explanation": {"bullets": ["Starts from the accounts table and joins clients on clients.user_id = accounts.id, so only clients linked to an account are kept.", "Joins broker_accounts on the same user_id link.", "Keeps only rows where clients.type is 'PersonalAccount' and clients.status equals rejected.", "Excludes rows where the broker account's verified_at is missing (NULL) \u2014 a verification timestamp is required.", "Groups by account id and client status, and computes the earliest (MIN) broker_verified_at per account.", "Returns user_id, client_status, and broker_verified_at, ordered by user_id ascending."], "model": "glm-5.2", "provider": "zai", "summary": "For each account matched to a client of type PersonalAccount with status rejected that has at least one broker account verification timestamp, return the account id, client status, and the earliest verification time, sorted by id.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600f123395d655043f1b8e69f05", "trace_snapshot": {"child_trace_ids": ["7696f600107dc65188f549fabcb52bea"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600f123395d655043f1b8e69f05", "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": "58a587cd-fa8d-4244-8eef-5a72a39a45fa", "optional_status": "done", "timing": {"base_persistence_ms": 1.496700569987297, "first_useful_ms": 5405.023634433746, "optional_ms": 3318.4877643361688, "queue_ms": 0.0, "required_to_ready_ms": 5405.023634433746, "submission_ack_ms": 2.023208886384964, "total_ms": 8724.043648689985}}, "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": 3.83, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 56.06, "validate_ms": 0.0}, "trace_id": "7696f600f123395d655043f1b8e69f05", "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": 10113.367838785052, "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": 10110.827529802918, "feature_first_useful_ms": 10090.647947974503, "first_useful_ms": 10092.910746112466, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.23434716463089, "intent_family": "independent11:trade_sell_not_declared", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.266125477850437, "optional_ms": 60.167793184518814, "queue_ms": 0.0, "required_to_ready_ms": 9789.962739683688, "submission_ack_ms": 1.6927579417824745, "total_ms": 9851.675226353109}, "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": 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": "104f46ce-541d-4985-8f3e-20e80c19739f", "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": [{"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 `'' = 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 ' is EITHER side: OR this with ct.clients.buy_currencies; ' 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": "104f46ce-541d-4985-8f3e-20e80c19739f", "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": [{"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": "a09e8db0-106e-4b2c-a8cb-4abe03316a88", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "7a907d9c-e15a-46a2-a5a5-172f737b8742", "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\": \"Cannot generate: the request requires ct.client_360 (not in the provided schema \u2014 all tables listed have no columns), plus a 'third result' set and declared sell-currency membership data that are not available.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n ", "prompt_sha256": "dfbb42ad307bdf2d", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8547aa5c202d04d2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8547aa5c202d04d2", "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": "104f46ce-541d-4985-8f3e-20e80c19739f", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-104f46ce-541d-4985-8f3e-20e80c19739f", "trace_snapshot": {"job": {"job_id": "e63f5a9f-76a4-404e-9d3b-34f983388e8c", "optional_status": "done", "timing": {"base_persistence_ms": 6.266125477850437, "optional_ms": 60.167793184518814, "queue_ms": 0.0, "required_to_ready_ms": 9789.962739683688, "submission_ack_ms": 1.6927579417824745, "total_ms": 9851.675226353109}}}, "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_EXECUTION_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": 7208.294188603759, "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": 7204.53614089638, "feature_first_useful_ms": 3599.083528853953, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 3602.1339325234294, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0014729127287865, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.5312721952795982, "first_useful_ms": 3415.8953288570046, "optional_ms": 3577.439439482987, "queue_ms": 0.0, "required_to_ready_ms": 3415.8953288570046, "submission_ack_ms": 2.2153574973344803, "total_ms": 6993.889156728983}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Exactly 2 private CT client records have rejected registration status but an existing broker verification timestamp.", "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": "10eec3f3-8dd2-4943-9a1c-324f5fb8319c", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:02ed9c5495068a3e", "key_column": "id", "key_count": 2, "keys": ["11027", "11063"], "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, "unit": null, "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": "10eec3f3-8dd2-4943-9a1c-324f5fb8319c", "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": [{"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": "382c7959-0ec2-42f5-b94e-af3602172455", "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_message": null, "error_type": null, "execution_time_ms": 46.12253047525883, "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 )", "id": "4ebe5c80-3068-4280-8a11-c7446e503520", "insight_assumptions": ["'Private CT client records' interpreted as clients with type = 'PersonalAccount' (personal rather than corporate accounts).", "Registration status taken directly from the clients.status field being 'rejected'."], "insight_follow_ups": ["Which 2 clients are these \u2014 list their IDs and broker verification timestamps?"], "insight_headline": "Exactly 2 private CT client records have rejected registration status but an existing broker verification timestamp.", "insight_notes": ["The count is of distinct account IDs joined to personal-account client records, so each client is counted once.", "The verification check requires at least one non-null verified_at on any linked broker account, regardless of which broker."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "969264a95736f5b2", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "969264a95736f5b2", "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.", "pivot": null, "query_id": "10eec3f3-8dd2-4943-9a1c-324f5fb8319c", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join accounts to clients on clients.user_id = accounts.id, keeping only matching pairs.", "Keep only rows where clients.type = 'PersonalAccount' and clients.status = 'rejected'.", "Require, via EXISTS, at least one broker_accounts row with broker_accounts.user_id equal to the account id and verified_at not null (i.e., exclude accounts with no verification timestamp on any broker account).", "Return the count of distinct account ids as client_count."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct client records whose account has a rejected PersonalAccount client status and at least one broker account with a verification timestamp.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f60091641a7314ab4b4e9a5544d0", "trace_snapshot": {"child_trace_ids": ["7696f60088d33afa6ff04112956a52ae"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60091641a7314ab4b4e9a5544d0", "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": "6510fea3-2b74-4c98-9115-c79b228008b4", "optional_status": "done", "timing": {"base_persistence_ms": 1.5312721952795982, "first_useful_ms": 3415.8953288570046, "optional_ms": 3577.439439482987, "queue_ms": 0.0, "required_to_ready_ms": 3415.8953288570046, "submission_ack_ms": 2.2153574973344803, "total_ms": 6993.889156728983}}, "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": 2.87, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 46.12, "validate_ms": 0.0}, "trace_id": "7696f60091641a7314ab4b4e9a5544d0", "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)", "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": 6842.136587947607, "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": 6839.262078516185, "feature_first_useful_ms": 3650.4970472306013, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 3652.979042381048, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4516042321920395, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.9785437509417534, "first_useful_ms": 3485.139837488532, "optional_ms": 3196.836638264358, "queue_ms": 0.0, "required_to_ready_ms": 3485.139837488532, "submission_ack_ms": 2.020338550209999, "total_ms": 6682.461792603135}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Two private CT clients with rejected registration but an existing broker verification timestamp are returned, in descending user_id order.", "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": "2b5b0e87-99d7-45d7-9c97-12db476fcf1b", "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": [{"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"], "title": "Show the same checked IDs for the private CT clien...", "type": "bar", "x_axis": "user_id", "y_axis": "client"}, "chart_type": "bar", "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:4757268be2a84bea", "derived_columns": ["user_id", "client", "client_type"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}], "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": "2b5b0e87-99d7-45d7-9c97-12db476fcf1b", "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": [{"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": "382c7959-0ec2-42f5-b94e-af3602172455", "cost_estimate": {"cost_level": "low", "dollars_estimate": 1.2e-05, "estimated_rows": 3, "ms_estimate": 0.6000000000000001, "rows": 3, "total_cost": 7.71}, "created_at": "2026-09-06T12:00:00Z", "data": [[11063, "Synthetic63 Client", "pfx (private)"], [11027, "Synthetic27 Client", "pfx (private)"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 50.211451947689056, "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 JOIN public.broker_accounts AS ba ON ba.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND NOT ba.verified_at IS NULL 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.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 c.type = 'PersonalAccount'\n AND c.status = 'rejected'\n AND NOT ba.verified_at IS NULL\nGROUP BY\n a.id\nORDER BY\n a.id DESC NULLS LAST\nLIMIT 10000", "id": "b6dfac54-5433-45f9-bec9-8819e147c016", "insight_assumptions": ["Private CT clients were identified as clients of type 'PersonalAccount'", "Checked IDs were limited to those with a broker verification timestamp present, i.e. excluding null verified_at"], "insight_follow_ups": [], "insight_headline": "Two private CT clients with rejected registration but an existing broker verification timestamp are returned, in descending user_id order.", "insight_notes": ["This result is a single-column list of user_id values as requested; the client and client_type columns are not shown per the instruction to display only user_id.", "All rows shown carry the same client type, pfx (private)."], "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": "dropped"}, "routing_decision": "ct_thread_continuation", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "dc6a2aa7f46af069", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "dc6a2aa7f46af069", "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.", "pivot": null, "query_id": "2b5b0e87-99d7-45d7-9c97-12db476fcf1b", "row_count": 2, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads accounts, clients, and broker_accounts, joining each on the account's id matching their user_id columns.", "Keeps only rows where the client's type is 'PersonalAccount'.", "Keeps only rows where the client's status is 'rejected'.", "Requires that the broker account's verified_at is not null (excludes rows where it is missing).", "Groups by the account id, then sorts those ids from highest to lowest, with nulls placed last, and returns at most 10,000 of them."], "model": "glm-5.2", "provider": "zai", "summary": "From three linked tables, pick account IDs where the client record is a personal account with status rejected and the broker account has a verified-at timestamp, sorted by user_id descending, capped at 10,000 rows.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600fcae7c38cdb445e5ab753596", "trace_snapshot": {"child_trace_ids": ["7696f600d78a52dead4d4e8b88d19fbd"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600fcae7c38cdb445e5ab753596", "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": "df24c407-0c6c-43de-8599-aeb34a7b1c6c", "optional_status": "done", "timing": {"base_persistence_ms": 2.9785437509417534, "first_useful_ms": 3485.139837488532, "optional_ms": 3196.836638264358, "queue_ms": 0.0, "required_to_ready_ms": 3485.139837488532, "submission_ack_ms": 2.020338550209999, "total_ms": 6682.461792603135}}, "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": 3.78, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 50.21, "validate_ms": 0.0}, "trace_id": "7696f600fcae7c38cdb445e5ab753596", "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_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": 10789.416677318513, "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": 10785.485341213644, "feature_first_useful_ms": 10764.129988849163, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 10767.730113118887, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.570052795112133, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2551229447126389, "first_useful_ms": 10640.006272122264, "optional_ms": 87.42571901530027, "queue_ms": 0.0, "required_to_ready_ms": 10640.006272122264, "submission_ack_ms": 1.7181290313601494, "total_ms": 10728.991945274174}, "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": "7dfd752a-cb8c-4cb0-a685-aab8ad396333", "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": [{"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": "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, "unit": null, "value_class": null}], "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": "7dfd752a-cb8c-4cb0-a685-aab8ad396333", "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": [{"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": "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": "3c475150-4e34-4299-95e9-dc6de9d3ad49", "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_message": null, "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 p.owner_id IS DISTINCT FROM o.owner_id 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 p.owner_id IS DISTINCT FROM o.owner_id\nORDER BY\n 1\nLIMIT 10000", "id": "632bbb65-e8d0-4367-8b4c-beec0af930f2", "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": "fecd10d436edfa14", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ed42a57de210cb6a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ed42a57de210cb6a", "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.", "pivot": null, "query_id": "7dfd752a-cb8c-4cb0-a685-aab8ad396333", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6009cca3ad41e484c55a13afbb5", "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": "7696f6009cca3ad41e484c55a13afbb5", "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": "4dc3b255-a862-4618-93b7-a90e6adb20a3", "optional_status": "done", "timing": {"base_persistence_ms": 1.2551229447126389, "first_useful_ms": 10640.006272122264, "optional_ms": 87.42571901530027, "queue_ms": 0.0, "required_to_ready_ms": 10640.006272122264, "submission_ack_ms": 1.7181290313601494, "total_ms": 10728.991945274174}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.04, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 18.84, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.01, "sql_execution_ms": 1.82, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6009cca3ad41e484c55a13afbb5", "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": 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": 8787.459399551153, "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": 8784.776575863361, "feature_first_useful_ms": 3393.82154494524, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 3396.0671620443463, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2174157202243805, "intent_family": "independent11:verified_private_rejected_registration", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.148143947124481, "first_useful_ms": 3343.1804291903973, "optional_ms": 5396.361826919019, "queue_ms": 0.0, "required_to_ready_ms": 3343.1804291903973, "submission_ack_ms": 1.7920611426234245, "total_ms": 8740.003201179206}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Exactly 2 personal (CT) clients are registered as rejected yet have a broker verification timestamp.", "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": "ed60b879-c357-4e05-bf33-a6ae1c382bd4", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:79b955a41bdf3ae0", "key_column": "id", "key_count": 2, "keys": ["11027", "11063"], "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, "unit": null, "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": "ed60b879-c357-4e05-bf33-a6ae1c382bd4", "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": [{"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": "382c7959-0ec2-42f5-b94e-af3602172455", "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_message": null, "error_type": null, "execution_time_ms": 45.80548033118248, "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.status = 'rejected' AND c.type = 'PersonalAccount' 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.status = 'rejected'\n AND c.type = 'PersonalAccount'\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 )", "id": "409d9f2b-12a9-4ff1-8340-5e2d0bd8cc1a", "insight_assumptions": ["'Private CT client' interpreted as accounts with client type = PersonalAccount and status = rejected", "Broker verification means a broker_accounts row with verified_at populated"], "insight_follow_ups": ["List the client IDs, names and registration dates for those 2 rejected-but-verified clients", "Do any of these clients have subsequent trades or deposits despite rejection?"], "insight_headline": "Exactly 2 personal (CT) clients are registered as rejected yet have a broker verification timestamp.", "insight_notes": ["This is a single aggregate figure; there is no breakdown by dimension in this result.", "The two states are contradictory on paper \u2014 rejected registration alongside a completed broker verification \u2014 so these records may merit a data-quality review."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "30f63ec9ae0fad98", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "30f63ec9ae0fad98", "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.", "pivot": null, "query_id": "ed60b879-c357-4e05-bf33-a6ae1c382bd4", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the accounts table and joins each account to the clients table by matching clients.user_id to accounts.id, keeping only matching pairs.", "Filters to client rows whose status is 'rejected' and whose type is 'PersonalAccount'; anything else is excluded.", "Requires that a matching row exists in the broker_accounts table with the same user_id and with verified_at filled in (not null).", "Counts the distinct account IDs that survive all filters and reports that number as client_count; if no rows qualify, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct account IDs that appear as clients with status 'rejected' and type 'PersonalAccount', and that have at least one broker account row with a verification timestamp present.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6004db36d09c64a452c80736bfe", "trace_snapshot": {"child_trace_ids": ["7696f6009d06dfadcb14437f90b72a2e"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6004db36d09c64a452c80736bfe", "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": "6223566c-558f-46d4-8912-821b3817972a", "optional_status": "done", "timing": {"base_persistence_ms": 2.148143947124481, "first_useful_ms": 3343.1804291903973, "optional_ms": 5396.361826919019, "queue_ms": 0.0, "required_to_ready_ms": 3343.1804291903973, "submission_ack_ms": 1.7920611426234245, "total_ms": 8740.003201179206}}, "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": 2.85, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 45.81, "validate_ms": 0.0}, "trace_id": "7696f6004db36d09c64a452c80736bfe", "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:t2:base:repeat1", "case_id": "independent11:person_organization_owner_gap:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10279.528271406889, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10276.792488992214, "feature_first_useful_ms": 9991.592733189464, "first_useful_ms": 9994.054066948593, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4230629205703735, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.0152536928653717, "optional_ms": 94.4784814491868, "queue_ms": 0.0, "required_to_ready_ms": 9859.247112646699, "submission_ack_ms": 6.380309350788593, "total_ms": 9956.093024462461}, "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_organization_owner_gap: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": "29ae13c2-b5b1-4061-830f-4eef76489f33", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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.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). 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": "29ae13c2-b5b1-4061-830f-4eef76489f33", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "3c475150-4e34-4299-95e9-dc6de9d3ad49", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Retry after CT data is available.", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id)::bigint AS client_count FROM public.accounts a"}, {"source": "gold", "sql": "SELECT cc.user_id, COUNT(DISTINCT pe.id) FILTER (WHERE pe.owner_id IS DISTINCT FROM o.owner_id) AS client_count FROM ct.client_360 cc LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = cc.user_id LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id GROUP BY cc.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "7279bd20-a9f2-4f0c-afbf-f470f349cdfb", "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": "af6b2440614853ec", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "fc30b7cf4f39f089", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fc30b7cf4f39f089", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people whose owner differs from the owner of their organization 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": "29ae13c2-b5b1-4061-830f-4eef76489f33", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: the CT leg returned no join key 'user_id'; a whole-book result cannot answer the selected cohort", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Retry after CT data is available."}, "time_window": null, "trace_id": "federated-29ae13c2-b5b1-4061-830f-4eef76489f33", "trace_snapshot": {"job": {"job_id": "7645e239-4d0c-4a0e-a3c7-a79965a7d044", "optional_status": "done", "timing": {"base_persistence_ms": 3.0152536928653717, "optional_ms": 94.4784814491868, "queue_ms": 0.0, "required_to_ready_ms": 9859.247112646699, "submission_ack_ms": 6.380309350788593, "total_ms": 9956.093024462461}}}, "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": null, "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:person_organization_owner_gap:t3:base:repeat1", "case_id": "independent11:person_organization_owner_gap:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8365.047281607985, "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": "execution", "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": 8362.351468764246, "feature_first_useful_ms": 8351.908940821886, "first_useful_ms": 8354.379795491695, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.442724071443081, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0631456971168518, "optional_ms": 53.702342323958874, "queue_ms": 0.0, "required_to_ready_ms": 8155.1323076710105, "submission_ack_ms": 2.1681636571884155, "total_ms": 8209.284505806863}, "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_organization_owner_gap: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": "2abc9b0b-703c-4e42-bb01-ccc01853bffd", "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": [{"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": 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": 62, "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": 57, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 107, "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": 95, "system": "PD", "text": "organization"}, {"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": "2abc9b0b-703c-4e42-bb01-ccc01853bffd", "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": [{"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": "3c475150-4e34-4299-95e9-dc6de9d3ad49", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "24bbff50-a9f4-4f2e-957f-088a1f1d52f2", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"I cannot generate this query confidently: the tables' column lists are empty in the provided schema, and the curated knowledge confirms only owner_id on persons/persons_enriched and owner_name on organizations \u2014 there is no confirmed organization owner_id to ", "prompt_sha256": "664979d601b464cc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "664979d601b464cc", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people whose owner differs from the owner of their organization 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": "2abc9b0b-703c-4e42-bb01-ccc01853bffd", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-2abc9b0b-703c-4e42-bb01-ccc01853bffd", "trace_snapshot": {"job": {"job_id": "2f647254-c731-4c29-a171-f29d4508ce2a", "optional_status": "done", "timing": {"base_persistence_ms": 1.0631456971168518, "optional_ms": 53.702342323958874, "queue_ms": 0.0, "required_to_ready_ms": 8155.1323076710105, "submission_ack_ms": 2.1681636571884155, "total_ms": 8209.284505806863}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_person_organization_conflict:t1:base:repeat1", "case_id": "independent11:deal_person_organization_conflict:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14218.118974007666, "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": "validation", "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14214.59110174328, "feature_first_useful_ms": 14199.615757912397, "first_useful_ms": 14202.914732508361, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.271453082561493, "intent_family": "independent11:deal_person_organization_conflict", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.2660020515322685, "optional_ms": 65.67386444658041, "queue_ms": 0.0, "required_to_ready_ms": 13911.203800700605, "submission_ack_ms": 2.081451937556267, "total_ms": 13978.075264953077}, "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": "784094e5-dd1b-47a9-bb77-151cb7ad1f86", "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": [{"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": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 85, "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": 73, "system": "PD", "text": "organization"}, {"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": [], "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": "784094e5-dd1b-47a9-bb77-151cb7ad1f86", "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": [{"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": "43e096e3-73c4-4040-8bcd-7d56d6304f12", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(user_id, pe.id) AS user_id FROM persons_enriched AS pe JOIN deals AS d ON d.person_id = pe.id WHERE d.org_id IS DISTINCT FROM pe.org_id ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n COALESCE(user_id, pe.id) AS user_id\nFROM persons_enriched AS pe\nJOIN deals AS d\n ON d.person_id = pe.id\nWHERE\n d.org_id IS DISTINCT FROM pe.org_id\nORDER BY\n 1\nLIMIT 10000", "id": "3c5793b0-5d80-420b-8c4d-0503c247f914", "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": "b6edb977efba16b5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0ac5a0a93afafaef", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0ac5a0a93afafaef", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with a deal assigned to a different organization from their person record. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "784094e5-dd1b-47a9-bb77-151cb7ad1f86", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f600b10c11cfff0042429d17771d", "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": "7696f600b10c11cfff0042429d17771d", "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": "c762d761-7961-4ffa-b264-634a6db9849b", "optional_status": "done", "timing": {"base_persistence_ms": 3.2660020515322685, "optional_ms": 65.67386444658041, "queue_ms": 0.0, "required_to_ready_ms": 13911.203800700605, "submission_ack_ms": 2.081451937556267, "total_ms": 13978.075264953077}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600b10c11cfff0042429d17771d", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_organization_owner_gap:t4:base:repeat1", "case_id": "independent11:person_organization_owner_gap:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8805.91641087085, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8803.200047463179, "feature_first_useful_ms": 8793.81215479225, "first_useful_ms": 8796.261458657682, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.414313144981861, "intent_family": "independent11:person_organization_owner_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0379953309893608, "optional_ms": 58.07449296116829, "queue_ms": 0.0, "required_to_ready_ms": 8673.57295844704, "submission_ack_ms": 2.078731544315815, "total_ms": 8732.113366946578}, "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_organization_owner_gap: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": "bdcd802a-9ccb-4c82-ab9d-e667888d8a75", "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": [{"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.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 37, "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": 32, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "pipedrive.deals.org_id", "columns": ["pipedrive.deals.org_id", "pipedrive.persons_enriched.org_id"], "end": 82, "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": 70, "system": "PD", "text": "organization"}, {"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": "bdcd802a-9ccb-4c82-ab9d-e667888d8a75", "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": [{"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": "3c475150-4e34-4299-95e9-dc6de9d3ad49", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "cbec1c79-d6d5-4f50-89c4-712d9d7e4030", "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\": \"This question is entirely Pipedrive-side (person owner vs organization-membership owner) and this CT connection has no Pipedrive tables or owner columns; the gold/Pipedrive leg owns that join and count.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No Pipedr", "prompt_sha256": "777505137ff27818", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "aa8cec6763eec078", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "aa8cec6763eec078", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people whose owner differs from the owner of their organization 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": "bdcd802a-9ccb-4c82-ab9d-e667888d8a75", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-bdcd802a-9ccb-4c82-ab9d-e667888d8a75", "trace_snapshot": {"job": {"job_id": "003009cf-7a1a-448f-a41f-c66671fcd682", "optional_status": "done", "timing": {"base_persistence_ms": 1.0379953309893608, "optional_ms": 58.07449296116829, "queue_ms": 0.0, "required_to_ready_ms": 8673.57295844704, "submission_ack_ms": 2.078731544315815, "total_ms": 8732.113366946578}}}, "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_EXECUTION_001"}, "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": 5726.872972212732, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5723.039539530873, "feature_first_useful_ms": 5713.762531988323, "first_useful_ms": 5717.351704835892, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.562482073903084, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.2249605283141136, "optional_ms": 64.15911205112934, "queue_ms": 0.0, "required_to_ready_ms": 5535.043925978243, "submission_ack_ms": 1.6333656385540962, "total_ms": 5599.94903486222}, "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": "72c27e8c-cded-4440-8d04-443084906e16", "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": [{"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": "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": [], "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": "72c27e8c-cded-4440-8d04-443084906e16", "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": [{"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": "9a15640d-a84a-4a82-801d-444791c8abc5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "1c0923de-d18a-460a-9725-f2fc1abad7fc", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The provided schema lists table names with no columns, and neither a 'lead qualification date' field nor a deals 'stage' column is defined anywhere in the schema or curated knowledge, so a trustworthy query cannot be constructed.\",\n \"confidence\": \"uncertain\"", "prompt_sha256": "48087bbe5a5b07b7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "48087bbe5a5b07b7", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people who have a lead qualification date but no deal in the Negotiation stage. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "72c27e8c-cded-4440-8d04-443084906e16", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-72c27e8c-cded-4440-8d04-443084906e16", "trace_snapshot": {"job": {"job_id": "69281b36-3fd8-4212-941a-fe581ed8f0fc", "optional_status": "done", "timing": {"base_persistence_ms": 3.2249605283141136, "optional_ms": 64.15911205112934, "queue_ms": 0.0, "required_to_ready_ms": 5535.043925978243, "submission_ack_ms": 1.6333656385540962, "total_ms": 5599.94903486222}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 1, "user_id": 11003}, {"client_count": 1, "user_id": 11004}, {"client_count": 1, "user_id": 11005}, {"client_count": 1, "user_id": 11006}, {"client_count": 0, "user_id": 11007}, {"client_count": 1, "user_id": 11008}, {"client_count": 1, "user_id": 11010}, {"client_count": 1, "user_id": 11011}, {"client_count": 1, "user_id": 11012}, {"client_count": 1, "user_id": 11013}, {"client_count": 0, "user_id": 11014}, {"client_count": 1, "user_id": 11015}, {"client_count": 1, "user_id": 11016}, {"client_count": 1, "user_id": 11020}, {"client_count": 0, "user_id": 11021}, {"client_count": 1, "user_id": 11022}, {"client_count": 1, "user_id": 11024}, {"client_count": 1, "user_id": 11025}, {"client_count": 1, "user_id": 11026}, {"client_count": 0, "user_id": 11028}, {"client_count": 1, "user_id": 11030}, {"client_count": 1, "user_id": 11031}, {"client_count": 1, "user_id": 11032}, {"client_count": 1, "user_id": 11033}, {"client_count": 0, "user_id": 11035}, {"client_count": 1, "user_id": 11037}, {"client_count": 1, "user_id": 11039}, {"client_count": 1, "user_id": 11040}, {"client_count": 1, "user_id": 11041}, {"client_count": 0, "user_id": 11042}, {"client_count": 1, "user_id": 11043}, {"client_count": 1, "user_id": 11044}, {"client_count": 1, "user_id": 11047}, {"client_count": 1, "user_id": 11048}, {"client_count": 0, "user_id": 11049}, {"client_count": 1, "user_id": 11050}, {"client_count": 1, "user_id": 11052}, {"client_count": 1, "user_id": 11053}, {"client_count": 1, "user_id": 11055}, {"client_count": 0, "user_id": 11056}, {"client_count": 1, "user_id": 11059}, {"client_count": 1, "user_id": 11060}, {"client_count": 1, "user_id": 11061}, {"client_count": 1, "user_id": 11062}, {"client_count": 1, "user_id": 11064}], "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": 15050.783392973244, "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": 15045.952167361975, "feature_first_useful_ms": 9490.148505195975, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 9493.353905156255, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.1350869685411453, "intent_family": "independent11:deal_person_organization_conflict", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.18649909645319, "first_useful_ms": 9188.15004080534, "optional_ms": 5525.750558823347, "queue_ms": 0.0, "required_to_ready_ms": 9188.15004080534, "submission_ack_ms": 2.6042796671390533, "total_ms": 14715.603117831051}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "Per-user client_count returned for 45 users, with the first 12 rows showing mostly 1 matching person and some zeros", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["12"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:deal_person_organization_conflict: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": "d9862309-57c2-461d-b334-20d9e572eb57", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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 Pipedrive people with a deal assig...", "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": 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). 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": 167, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "derived_columns": ["user_id", "client_count"], "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"], "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, "unit": null, "value_class": "id"}, {"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": "pd_pipeline", "name": "client_count", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "count"}], "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": "d9862309-57c2-461d-b334-20d9e572eb57", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "43e096e3-73c4-4040-8bcd-7d56d6304f12", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, 1], [11004, 1], [11005, 1], [11006, 1], [11007, 0], [11008, 1], [11010, 1], [11011, 1], [11012, 1], [11013, 1], [11014, 0], [11015, 1], [11016, 1], [11020, 1], [11021, 0], [11022, 1], [11024, 1], [11025, 1], [11026, 1], [11028, 0], [11030, 1], [11031, 1], [11032, 1], [11033, 1], [11035, 0], [11037, 1], [11039, 1], [11040, 1], [11041, 1], [11042, 0], [11043, 1], [11044, 1], [11047, 1], [11048, 1], [11049, 0], [11050, 1], [11052, 1], [11053, 1], [11055, 1], [11056, 0], [11059, 1], [11060, 1], [11061, 1], [11062, 1], [11064, 1]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 63.0319444462657, "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": 45, "output_rows": 45, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "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) AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id LEFT JOIN pipedrive.deals d ON d.person_id = pe.id AND d.org_id IS DISTINCT FROM pe.org_id GROUP BY 1", "trace_id": "7696f60035bd2dbcff6749a398314156", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 54, "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 a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE GROUP BY 1 LIMIT 10000", "trace_id": "7696f600273759c05b9248ccabdea630", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "42b1b023-c156-4b96-8f5d-508a7ca679db", "insight_assumptions": ["client_count counts distinct Pipedrive persons with at least one deal whose org_id differs from the person's org_id (nulls treated as distinct via IS DISTINCT FROM)", "Row set driven by the CT ledger membership: accounts with role 'User' and excluding those with skip_commission_calculations set to true"], "insight_follow_ups": ["List the specific Pipedrive persons and their mismatched deals for each user_id"], "insight_headline": "Per-user client_count returned for 45 users, with the first 12 rows showing mostly 1 matching person and some zeros", "insight_notes": ["Each row counts distinct Pipedrive persons whose deal org differs from the person record's org; sample values are 1s and 0s, but 45 rows were returned so totals or distribution can't be inferred from the sample alone", "The LEFT JOIN means users with no qualifying persons still appear with client_count 0, e.g. 11007 and 11014 in the sample"], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "1aab4b67cf141607", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "cb3b0203e52469c3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "cb3b0203e52469c3", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with a deal assigned to a different organization from their person record in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "pivot": null, "query_id": "d9862309-57c2-461d-b334-20d9e572eb57", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["[CT Ledger] Reads accounts joined to clients on matching user id, keeping only accounts with role = 'User' and excluding any where skip_commission_calculations is true; returns distinct account ids, capped at 10,000 row\u2026", "[Pipedrive] For each user in client_360, attaches matching persons_enriched rows via ct_id = user_id.", "[Pipedrive] Then attaches deals matching on person_id, keeping only deals whose org_id is distinct from the person's org_id (deals at the same organization are excluded); the join keeps person rows even with no such dea\u2026", "[Pipedrive] Groups by user and counts distinct person ids as client_count.", "Merged: the two results are combined per user_id, so each user keeps the ledger's membership and gets their client_count, including zero when the count is empty."], "model": "glm-5.2", "provider": "zai", "summary": "For each user kept by the CT Ledger half, the Pipedrive half counts distinct persons whose assigned deal belongs to a different organization than the person record; the halves are joined per user_id, with zero kept if no one matches.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600174391c3bd724c66960f8211", "trace_snapshot": {"child_trace_ids": ["7696f60035bd2dbcff6749a398314156", "7696f600273759c05b9248ccabdea630"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f600174391c3bd724c66960f8211", "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": "e448ba55-77f6-4165-9cdd-a8010f1c9544", "optional_status": "done", "timing": {"base_persistence_ms": 5.18649909645319, "first_useful_ms": 9188.15004080534, "optional_ms": 5525.750558823347, "queue_ms": 0.0, "required_to_ready_ms": 9188.15004080534, "submission_ack_ms": 2.6042796671390533, "total_ms": 14715.603117831051}}, "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": 1.83, "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": 63.03, "validate_ms": 0.0}, "trace_id": "7696f600174391c3bd724c66960f8211", "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": [], "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": 7355.80869205296, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7353.641018271446, "feature_first_useful_ms": 7066.770107485354, "first_useful_ms": 7068.670312874019, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.8739942461252213, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0170340538024902, "optional_ms": 73.0691496282816, "queue_ms": 0.0, "required_to_ready_ms": 6956.162969581783, "submission_ack_ms": 1.3855481520295143, "total_ms": 7029.779297299683}, "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:qualified_without_deal_stage: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": "99f341e0-1e0d-4cbb-ac9b-f49232be7797", "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": [{"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.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). 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": [], "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": "99f341e0-1e0d-4cbb-ac9b-f49232be7797", "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": [{"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": "9a15640d-a84a-4a82-801d-444791c8abc5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "69ee196d-8f54-4dc2-aed6-63d67256e21a", "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 provided schema lists table names only (no columns), so I cannot resolve 'lead qualification date', a Negotiation stage flag, or a user_id join key between ct.client_360 and pipedrive tables; generating SQL would require inventing columns.\",\n \"confidence", "prompt_sha256": "f46984362e18aa5a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "21002d6c1ebeaac9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "21002d6c1ebeaac9", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people who have a lead qualification date but no deal in the Negotiation stage 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": "99f341e0-1e0d-4cbb-ac9b-f49232be7797", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-99f341e0-1e0d-4cbb-ac9b-f49232be7797", "trace_snapshot": {"job": {"job_id": "35d2e654-8ded-4996-bda8-bbbff4690664", "optional_status": "done", "timing": {"base_persistence_ms": 1.0170340538024902, "optional_ms": 73.0691496282816, "queue_ms": 0.0, "required_to_ready_ms": 6956.162969581783, "submission_ack_ms": 1.3855481520295143, "total_ms": 7029.779297299683}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_person_organization_conflict:t3:base:repeat1", "case_id": "independent11:deal_person_organization_conflict:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6412.31229994446, "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": "validation", "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6409.803454764187, "feature_first_useful_ms": 6397.887346334755, "first_useful_ms": 6400.184283964336, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.267506904900074, "intent_family": "independent11:deal_person_organization_conflict", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9245621040463448, "optional_ms": 52.11829021573067, "queue_ms": 0.0, "required_to_ready_ms": 6224.272304214537, "submission_ack_ms": 1.5988247469067574, "total_ms": 6276.832990348339}, "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:deal_person_organization_conflict: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": "adfc4958-6f97-4bf6-aa4c-d2358a577bf8", "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": [{"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": 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": 99, "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": 87, "system": "PD", "text": "organization"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 179, "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": 172, "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": "adfc4958-6f97-4bf6-aa4c-d2358a577bf8", "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": [{"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": "43e096e3-73c4-4040-8bcd-7d56d6304f12", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(user_id, pe.id) AS user_id FROM persons_enriched AS pe JOIN deals AS d ON d.person_id = pe.id WHERE d.org_id IS DISTINCT FROM pe.org_id ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n COALESCE(user_id, pe.id) AS user_id\nFROM persons_enriched AS pe\nJOIN deals AS d\n ON d.person_id = pe.id\nWHERE\n d.org_id IS DISTINCT FROM pe.org_id\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "581d85f9-cc82-48a6-b7fb-1f1c4d4d06d7", "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": "f6b72dfc8f8117fb", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c102cbaaea08ee88", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c102cbaaea08ee88", "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. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "adfc4958-6f97-4bf6-aa4c-d2358a577bf8", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f6004d4cfd1abd8b4d309fca8fbc", "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": "7696f6004d4cfd1abd8b4d309fca8fbc", "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": "6dd39050-f901-4cc9-b535-8b49425fcf2e", "optional_status": "done", "timing": {"base_persistence_ms": 0.9245621040463448, "optional_ms": 52.11829021573067, "queue_ms": 0.0, "required_to_ready_ms": 6224.272304214537, "submission_ack_ms": 1.5988247469067574, "total_ms": 6276.832990348339}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6004d4cfd1abd8b4d309fca8fbc", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:qualified_without_deal_stage:t3:base:repeat1", "case_id": "independent11:qualified_without_deal_stage:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 4443.071085959673, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 4440.695243887603, "feature_first_useful_ms": 4424.193548038602, "first_useful_ms": 4426.351752132177, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1243738010525703, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9087808430194855, "optional_ms": 64.42533154040575, "queue_ms": 0.0, "required_to_ready_ms": 4294.677880592644, "submission_ack_ms": 2.101312391459942, "total_ms": 4359.514916315675}, "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:qualified_without_deal_stage: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": "920786ff-d3cd-454d-9ff3-6cbc61023ce8", "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": [{"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": 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": 122, "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": 117, "system": "PD", "text": "stage"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 177, "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": 170, "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": "920786ff-d3cd-454d-9ff3-6cbc61023ce8", "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": [{"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": "9a15640d-a84a-4a82-801d-444791c8abc5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "272c3f17-6af4-417a-97b3-a7a6e789d9bb", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request refers to 'the first result' (a prior query's checked IDs) and depends on columns like a lead qualification date and deal stage, but the provided schema lists no column details, so the cohort cannot be reconstructed.\",\n \"confidence\": \"uncertain\",", "prompt_sha256": "62da0cb4c546cdf6", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "62da0cb4c546cdf6", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people who have a lead qualification date but no deal in the Negotiation stage 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": "920786ff-d3cd-454d-9ff3-6cbc61023ce8", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-920786ff-d3cd-454d-9ff3-6cbc61023ce8", "trace_snapshot": {"job": {"job_id": "6c8494ca-1028-4e88-a878-d3fbf86a12f4", "optional_status": "done", "timing": {"base_persistence_ms": 0.9087808430194855, "optional_ms": 64.42533154040575, "queue_ms": 0.0, "required_to_ready_ms": 4294.677880592644, "submission_ack_ms": 2.101312391459942, "total_ms": 4359.514916315675}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_person_organization_conflict:t4:base:repeat1", "case_id": "independent11:deal_person_organization_conflict:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5697.565731592476, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5694.843628443778, "feature_first_useful_ms": 5683.518890291452, "first_useful_ms": 5685.976685024798, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.42595374584198, "intent_family": "independent11:deal_person_organization_conflict", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8888812735676765, "optional_ms": 61.08085811138153, "queue_ms": 0.0, "required_to_ready_ms": 5554.54776994884, "submission_ack_ms": 1.2914342805743217, "total_ms": 5616.05710349977}, "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:deal_person_organization_conflict: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": "5edee4bf-8ee9-4793-927d-2e4f7de21058", "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": [{"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": 74, "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": 62, "system": "PD", "text": "organization"}, {"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": [], "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": "5edee4bf-8ee9-4793-927d-2e4f7de21058", "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": [{"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": "43e096e3-73c4-4040-8bcd-7d56d6304f12", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "1769ffe1-b561-46e3-ad8d-b5955edf5e18", "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 ('third') result set and table columns that are not defined in the provided schema, so a reliable query cannot be constructed.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"References 'the third result' from an earlier con", "prompt_sha256": "43801d22f6791b3e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"This question's cohort (Pipedrive people whose deal is assigned to a different organization than their person record) is defined entirely by Pipedrive-side data, which does not exist on this CT connection.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No Pip", "prompt_sha256": "0ac92490aa73d724", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0ac92490aa73d724", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with a deal assigned to a different organization from their person record 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": "5edee4bf-8ee9-4793-927d-2e4f7de21058", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-5edee4bf-8ee9-4793-927d-2e4f7de21058", "trace_snapshot": {"job": {"job_id": "ad5103d4-eee8-410e-b86c-cc40bd4adf50", "optional_status": "done", "timing": {"base_persistence_ms": 0.8888812735676765, "optional_ms": 61.08085811138153, "queue_ms": 0.0, "required_to_ready_ms": 5554.54776994884, "submission_ack_ms": 1.2914342805743217, "total_ms": 5616.05710349977}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 6830.33175393939, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6827.656330540776, "feature_first_useful_ms": 6814.6913554519415, "first_useful_ms": 6816.912152804434, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.191825769841671, "intent_family": "independent11:qualified_without_deal_stage", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.0437085554003716, "optional_ms": 87.9381401464343, "queue_ms": 0.0, "required_to_ready_ms": 6522.33025431633, "submission_ack_ms": 1.5378426760435104, "total_ms": 6611.094763502479}, "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:qualified_without_deal_stage: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": "22e41203-e383-45d2-8c37-090abff5f0f7", "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": [{"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.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": [], "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": "22e41203-e383-45d2-8c37-090abff5f0f7", "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": [{"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": "9a15640d-a84a-4a82-801d-444791c8abc5", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "5e179f43-dccd-4e1f-8ab3-8224c591c7cc", "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\": \"Cannot generate: the schema context lists no columns for any table (no lead-qualification-date field or deal stage column is defined), and the request depends on 'the third result' \u2014 an intermediate result set from prior queries that was not provided.\",\n \"co", "prompt_sha256": "da655408dde637fe", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "3ab070cb02e4a237", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3ab070cb02e4a237", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "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": "error", "pivot": null, "query_id": "22e41203-e383-45d2-8c37-090abff5f0f7", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-22e41203-e383-45d2-8c37-090abff5f0f7", "trace_snapshot": {"job": {"job_id": "afa7abe2-b361-4cbc-a655-d8e17a5da19b", "optional_status": "done", "timing": {"base_persistence_ms": 4.0437085554003716, "optional_ms": 87.9381401464343, "queue_ms": 0.0, "required_to_ready_ms": 6522.33025431633, "submission_ack_ms": 1.5378426760435104, "total_ms": 6611.094763502479}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 14844.599295407534, "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": "validation", "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": 14841.336263343692, "feature_first_useful_ms": 14829.649531282485, "first_useful_ms": 14832.675435580313, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9954826459288597, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 16.573871485888958, "optional_ms": 71.3514219969511, "queue_ms": 0.0, "required_to_ready_ms": 14535.04721261561, "submission_ack_ms": 1.4456501230597496, "total_ms": 14606.935531832278}, "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": "fa8f7a96-4f4e-4861-a3eb-5d9a9694b69c", "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": [{"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.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": [], "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": "fa8f7a96-4f4e-4861-a3eb-5d9a9694b69c", "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": [{"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": "03a05db5-2b91-457c-bb4f-46032772dc53", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT a.person_id AS user_id FROM activities AS a WHERE a.type = 'note' AND a.done = TRUE AND NOT a.person_id IS NULL AND a.deal_id IS NULL ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.person_id AS user_id\nFROM activities AS a\nWHERE\n a.type = 'note' AND a.done = TRUE AND NOT a.person_id IS NULL AND a.deal_id IS NULL\nORDER BY\n 1\nLIMIT 10000", "id": "129bc184-1027-43bb-a21b-c309d4c2d91a", "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": "1e2379cb8cab7d40", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f0efaf9822df8fbc", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f0efaf9822df8fbc", "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": "error", "pivot": null, "query_id": "fa8f7a96-4f4e-4861-a3eb-5d9a9694b69c", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f600e4592bbb4e8d4632b7aeb063", "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": "7696f600e4592bbb4e8d4632b7aeb063", "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": "e1bd5149-dda2-41c9-9eaa-fb23163cd089", "optional_status": "done", "timing": {"base_persistence_ms": 16.573871485888958, "optional_ms": 71.3514219969511, "queue_ms": 0.0, "required_to_ready_ms": 14535.04721261561, "submission_ack_ms": 1.4456501230597496, "total_ms": 14606.935531832278}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600e4592bbb4e8d4632b7aeb063", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 31001}, {"user_id": 31002}, {"user_id": 31003}, {"user_id": 31004}, {"user_id": 31005}, {"user_id": 31006}, {"user_id": 31007}, {"user_id": 31008}, {"user_id": 31011}, {"user_id": 31012}, {"user_id": 31013}, {"user_id": 31014}, {"user_id": 31015}, {"user_id": 31016}, {"user_id": 31017}, {"user_id": 31018}, {"user_id": 31019}, {"user_id": 31020}, {"user_id": 31023}, {"user_id": 31024}, {"user_id": 31025}, {"user_id": 31026}, {"user_id": 31027}, {"user_id": 31028}, {"user_id": 31029}, {"user_id": 31030}, {"user_id": 31031}, {"user_id": 31032}, {"user_id": 31035}, {"user_id": 31036}, {"user_id": 31037}, {"user_id": 31038}, {"user_id": 31039}, {"user_id": 31040}, {"user_id": 31041}, {"user_id": 31042}, {"user_id": 31043}, {"user_id": 31044}, {"user_id": 31047}, {"user_id": 31048}, {"user_id": 31049}, {"user_id": 31050}, {"user_id": 31051}, {"user_id": 31052}, {"user_id": 31053}, {"user_id": 31054}, {"user_id": 31055}, {"user_id": 31056}, {"user_id": 31059}, {"user_id": 31060}, {"user_id": 31061}, {"user_id": 31062}, {"user_id": 31063}, {"user_id": 31064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_deadline_before_creation:t1:base:repeat1", "case_id": "independent11:activity_deadline_before_creation:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 15771.596067585051, "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": [{"user_id": 31001}, {"user_id": 31002}, {"user_id": 31003}, {"user_id": 31004}, {"user_id": 31005}, {"user_id": 31006}, {"user_id": 31007}, {"user_id": 31008}, {"user_id": 31011}, {"user_id": 31012}, {"user_id": 31013}, {"user_id": 31014}, {"user_id": 31015}, {"user_id": 31016}, {"user_id": 31017}, {"user_id": 31018}, {"user_id": 31019}, {"user_id": 31020}, {"user_id": 31023}, {"user_id": 31024}, {"user_id": 31025}, {"user_id": 31026}, {"user_id": 31027}, {"user_id": 31028}, {"user_id": 31029}, {"user_id": 31030}, {"user_id": 31031}, {"user_id": 31032}, {"user_id": 31035}, {"user_id": 31036}, {"user_id": 31037}, {"user_id": 31038}, {"user_id": 31039}, {"user_id": 31040}, {"user_id": 31041}, {"user_id": 31042}, {"user_id": 31043}, {"user_id": 31044}, {"user_id": 31047}, {"user_id": 31048}, {"user_id": 31049}, {"user_id": 31050}, {"user_id": 31051}, {"user_id": 31052}, {"user_id": 31053}, {"user_id": 31054}, {"user_id": 31055}, {"user_id": 31056}, {"user_id": 31059}, {"user_id": 31060}, {"user_id": 31061}, {"user_id": 31062}, {"user_id": 31063}, {"user_id": 31064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 15764.144751243293, "feature_first_useful_ms": 12542.083706706762, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 12546.945934183896, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.830966703593731, "intent_family": "independent11:activity_deadline_before_creation", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 18.03267002105713, "first_useful_ms": 12235.94090808183, "optional_ms": 3214.097348973155, "queue_ms": 0.0, "required_to_ready_ms": 12235.94090808183, "submission_ack_ms": 1.9406871870160103, "total_ms": 15451.11340470612}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "54 distinct Pipedrive people have at least one activity whose due date precedes its creation date.", "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": 54, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bf6afd99-b1a2-4ff7-8506-c14009c7624e", "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": [{"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": "pipedrive.activities.id", "columns": ["pipedrive.activities.id"], "end": 53, "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": 45, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.due_date", "columns": ["pipedrive.activities.due_date"], "end": 68, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due date", "multi": false, "options": [], "phrase": "due date", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 60, "system": "PD", "text": "due date"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 116, "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": 109, "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": 155, "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": 146, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:d6def687118d7b7e", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 54, "keys": ["31001", "31002", "31003", "31004", "31005", "31006", "31007", "31008", "31011", "31012", "31013", "31014", "31015", "31016", "31017", "31018", "31019", "31020", "31023", "31024", "31025", "31026", "31027", "31028", "31029", "31030", "31031", "31032", "31035", "31036", "31037", "31038", "31039", "31040", "31041", "31042", "31043", "31044", "31047", "31048", "31049", "31050", "31051", "31052", "31053", "31054", "31055", "31056", "31059", "31060", "31061", "31062", "31063", "31064"], "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, "unit": null, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 54, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "bf6afd99-b1a2-4ff7-8506-c14009c7624e", "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": [{"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": "5c2f02de-a695-4e36-b104-510f639bfd63", "cost_estimate": {"cost_level": "low", "dollars_estimate": 8.999999999999999e-05, "estimated_rows": 45, "ms_estimate": 4.5, "rows": 45, "total_cost": 7.84}, "created_at": "2026-09-06T12:00:00Z", "data": [[31001], [31002], [31003], [31004], [31005], [31006], [31007], [31008], [31011], [31012], [31013], [31014], [31015], [31016], [31017], [31018], [31019], [31020], [31023], [31024], [31025], [31026], [31027], [31028], [31029], [31030], [31031], [31032], [31035], [31036], [31037], [31038], [31039], [31040], [31041], [31042], [31043], [31044], [31047], [31048], [31049], [31050], [31051], [31052], [31053], [31054], [31055], [31056], [31059], [31060], [31061], [31062], [31063], [31064]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT a.person_id AS user_id FROM pipedrive.activities AS a WHERE NOT a.person_id IS NULL AND NOT a.due_date IS NULL AND NOT a.add_time IS NULL AND a.due_date < CAST(a.add_time AS DATE) ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.person_id AS user_id\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)\nORDER BY\n 1\nLIMIT 10000", "id": "1063d3e8-7286-45ce-8ae0-ab817cecb0fb", "insight_assumptions": ["'Person ID' used as the identifier, as specified for Pipedrive-only people."], "insight_follow_ups": ["How many backdated activities does each of these people have?", "Which activity types are most often backdated for these people?"], "insight_headline": "54 distinct Pipedrive people have at least one activity whose due date precedes its creation date.", "insight_notes": ["Result excludes activities with a null due date, add_time or person_id, so backdated activities lacking these fields are not counted.", "Sample rows are person IDs only; the full 54-row list continues beyond those shown."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8deb2575fc6d8c51", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "569e6d916ce23253", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "569e6d916ce23253", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with an activity whose due date precedes its creation date. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "pivot": null, "query_id": "bf6afd99-b1a2-4ff7-8506-c14009c7624e", "row_count": 54, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the pipedrive.activities table only.", "Keeps only rows where person_id, due_date, and add_time are all filled in (rows missing any of these are excluded).", "Keeps only rows where the due date is before the activity's creation date, comparing due_date to add_time converted to a date.", "Returns each matching person_id once (duplicates removed), named user_id in the output.", "Sorts the results by user_id in ascending order and caps the output at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Finds each distinct person ID that appears on an activity whose due date is earlier than the date the activity was created, and lists those IDs in ascending order.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6005222ce7a75664fac9ffa6e79", "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": "7696f6005222ce7a75664fac9ffa6e79", "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": "9196738a-625b-4e63-9b69-78a78eb4d569", "optional_status": "done", "timing": {"base_persistence_ms": 18.03267002105713, "first_useful_ms": 12235.94090808183, "optional_ms": 3214.097348973155, "queue_ms": 0.0, "required_to_ready_ms": 12235.94090808183, "submission_ack_ms": 1.9406871870160103, "total_ms": 15451.11340470612}}, "row_count": 54, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 36.06, "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": 7.89, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6005222ce7a75664fac9ffa6e79", "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_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": 6823.6717181280255, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 22}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6820.181360468268, "feature_first_useful_ms": 6808.358502574265, "first_useful_ms": 6811.597722582519, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2086987048387527, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.777059122920036, "optional_ms": 90.3268838301301, "queue_ms": 0.0, "required_to_ready_ms": 6494.763195514679, "submission_ack_ms": 1.3144761323928833, "total_ms": 6586.512878537178}, "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_note_pinned_exclusively: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": "3b475369-1609-4059-8d3c-d62abdcc36b0", "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": [{"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.__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": "3b475369-1609-4059-8d3c-d62abdcc36b0", "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": [{"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": "03a05db5-2b91-457c-bb4f-46032772dc53", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "3ec29b88-2d1a-41e7-80bf-031da1390ff7", "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 provided schema lists no column definitions for persons, notes, or any ct.* tables, so I cannot confidently reference note-pinning columns (person_id, deal_id) or map a user_id join key from ct.client_360.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Ta", "prompt_sha256": "c689d8a8cc4e7290", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "63a00096a8649afb", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "63a00096a8649afb", "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": "error", "pivot": null, "query_id": "3b475369-1609-4059-8d3c-d62abdcc36b0", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3b475369-1609-4059-8d3c-d62abdcc36b0", "trace_snapshot": {"job": {"job_id": "e1e82f75-df54-4b57-ae7b-8307242c3262", "optional_status": "done", "timing": {"base_persistence_ms": 5.777059122920036, "optional_ms": 90.3268838301301, "queue_ms": 0.0, "required_to_ready_ms": 6494.763195514679, "submission_ack_ms": 1.3144761323928833, "total_ms": 6586.512878537178}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 13256.823969073594, "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": "validation", "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": 13254.198999144137, "feature_first_useful_ms": 13223.45617134124, "first_useful_ms": 13225.811722688377, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.323969267308712, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9222710505127907, "optional_ms": 62.4631168320775, "queue_ms": 0.0, "required_to_ready_ms": 13045.643710531294, "submission_ack_ms": 8.586425334215164, "total_ms": 13108.630905859172}, "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_note_pinned_exclusively: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": "8cc44460-e40b-42c5-9571-f3dcdcab4d3f", "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": [{"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": 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.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 171, "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": 164, "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": "8cc44460-e40b-42c5-9571-f3dcdcab4d3f", "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": [{"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": "03a05db5-2b91-457c-bb4f-46032772dc53", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT a.person_id AS user_id FROM activities AS a WHERE a.type = 'note' AND a.done = TRUE AND a.person_id IS NOT NULL AND a.deal_id IS NULL ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.person_id AS user_id\nFROM activities AS a\nWHERE\n a.type = 'note' AND a.done = TRUE AND NOT a.person_id IS NULL AND a.deal_id IS NULL\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "338ed17d-29c2-47bb-af31-8095bd7928db", "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": "a3b3fa18b21578f1", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "da28815d03fd4411", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "da28815d03fd4411", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with an active note pinned to the person but not pinned to a deal 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": "8cc44460-e40b-42c5-9571-f3dcdcab4d3f", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f60032ef564984c04f61a5f542b5", "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": "7696f60032ef564984c04f61a5f542b5", "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": "1084c6e1-a3ad-4df3-b7a2-fb4ced5b6d2f", "optional_status": "done", "timing": {"base_persistence_ms": 0.9222710505127907, "optional_ms": 62.4631168320775, "queue_ms": 0.0, "required_to_ready_ms": 13045.643710531294, "submission_ack_ms": 8.586425334215164, "total_ms": 13108.630905859172}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60032ef564984c04f61a5f542b5", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"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": 18272.94792700559, "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": 18269.81483772397, "feature_first_useful_ms": 14433.458601124585, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 14436.197055503726, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7096234261989594, "intent_family": "independent11:activity_deadline_before_creation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.437944412231445, "first_useful_ms": 14372.794746421278, "optional_ms": 3816.02930650115, "queue_ms": 0.0, "required_to_ready_ms": 14372.794746421278, "submission_ack_ms": 1.4443090185523033, "total_ms": 18191.325570456684}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "54 distinct Pipedrive people have an activity whose due date precedes its creation date.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "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; semantic correctness is only verified by the listed checks.", "execution_id": "4d172c27-34d5-4abd-a0f6-13d1f73c7e97", "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": [{"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 activity ...", "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.activities.id", "columns": ["pipedrive.activities.id"], "end": 49, "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": 41, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.due_date", "columns": ["pipedrive.activities.due_date"], "end": 64, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due date", "multi": false, "options": [], "phrase": "due date", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 56, "system": "PD", "text": "due date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 158, "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": 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, "unit": null, "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": "4d172c27-34d5-4abd-a0f6-13d1f73c7e97", "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": [{"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": "5c2f02de-a695-4e36-b104-510f639bfd63", "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_message": null, "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 NOT a.due_date IS NULL AND NOT a.add_time 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\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)", "id": "bceccbb2-9c81-457b-a19f-d5af4435ef8c", "insight_assumptions": ["due_date compared as a date against the creation date part of add_time, ignoring any time-of-day component", "excluding activities with null person_id, due_date or add_time"], "insight_follow_ups": ["List those 54 people and their anomalous activity counts", "Which activity types or users create most of these backdated activities?"], "insight_headline": "54 distinct Pipedrive people have an activity whose due date precedes its creation date.", "insight_notes": ["This points to backdated or data-entry-dated activities rather than genuine scheduling.", "Count is of people, not activities, so some may have multiple such anomalies."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "dadbcb54ab3f8b31", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6631c86de7ddce92", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6631c86de7ddce92", "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. Keep that membership and return zero if it is empty.", "pivot": null, "query_id": "4d172c27-34d5-4abd-a0f6-13d1f73c7e97", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the activities table in the pipedrive schema.", "Keeps only rows where person_id, due_date, and add_time are all present (not null).", "Requires that due_date comes before add_time, after converting add_time to a date.", "Counts the distinct person_id values from those rows and labels the result client_count; if no rows qualify, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct non-null people whose activity due date is earlier than the date the activity was created, among rows where both dates exist.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600e20f2951222c48fc95b4c5a1", "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": "7696f600e20f2951222c48fc95b4c5a1", "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": "d53fdc66-fc14-4f0f-856a-5f3e612f4a00", "optional_status": "done", "timing": {"base_persistence_ms": 7.437944412231445, "first_useful_ms": 14372.794746421278, "optional_ms": 3816.02930650115, "queue_ms": 0.0, "required_to_ready_ms": 14372.794746421278, "submission_ack_ms": 1.4443090185523033, "total_ms": 18191.325570456684}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 19.27, "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": 2.16, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600e20f2951222c48fc95b4c5a1", "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": [], "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": 6296.5144496411085, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 22}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6293.5856292024255, "feature_first_useful_ms": 6282.844730652869, "first_useful_ms": 6285.504261031747, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.612539567053318, "intent_family": "independent11:person_note_pinned_exclusively", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.652336075901985, "optional_ms": 62.57180217653513, "queue_ms": 0.0, "required_to_ready_ms": 6122.324250638485, "submission_ack_ms": 1.8386514857411385, "total_ms": 6186.024990864098}, "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_note_pinned_exclusively: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": "3bc4ff3b-eb1b-4a81-8629-f4e851d07f34", "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": [{"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.__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": [], "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": "3bc4ff3b-eb1b-4a81-8629-f4e851d07f34", "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": [{"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": "03a05db5-2b91-457c-bb4f-46032772dc53", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "5b810c26-0b73-40bb-b398-1ccb8788623a", "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 provided schema lists tables with no columns, and the request depends on an unavailable 'third result' plus pinning semantics (people with active notes, excluding deal members) that cannot be mapped to known columns.\",\n \"confidence\": \"uncertain\",\n \"warn", "prompt_sha256": "a3ab553d542be6a7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2e341b4d5f597115", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2e341b4d5f597115", "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. An empty result counts as zero.", "outcome": "error", "pivot": null, "query_id": "3bc4ff3b-eb1b-4a81-8629-f4e851d07f34", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3bc4ff3b-eb1b-4a81-8629-f4e851d07f34", "trace_snapshot": {"job": {"job_id": "f6246a23-592f-4e6e-b534-ed89f74ad2a1", "optional_status": "done", "timing": {"base_persistence_ms": 3.652336075901985, "optional_ms": 62.57180217653513, "queue_ms": 0.0, "required_to_ready_ms": 6122.324250638485, "submission_ack_ms": 1.8386514857411385, "total_ms": 6186.024990864098}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"user_id": 31064}, {"user_id": 31063}, {"user_id": 31062}, {"user_id": 31061}, {"user_id": 31060}, {"user_id": 31059}, {"user_id": 31056}, {"user_id": 31055}, {"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": 31044}, {"user_id": 31043}, {"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": 31032}, {"user_id": 31031}, {"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": 31020}, {"user_id": 31019}, {"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": 31008}, {"user_id": 31007}, {"user_id": 31006}, {"user_id": 31005}, {"user_id": 31004}, {"user_id": 31003}, {"user_id": 31002}, {"user_id": 31001}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_deadline_before_creation:t3:base:repeat1", "case_id": "independent11:activity_deadline_before_creation:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11462.079518474638, "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": [{"user_id": 31064}, {"user_id": 31063}, {"user_id": 31062}, {"user_id": 31061}, {"user_id": 31060}, {"user_id": 31059}, {"user_id": 31056}, {"user_id": 31055}, {"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": 31044}, {"user_id": 31043}, {"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": 31032}, {"user_id": 31031}, {"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": 31020}, {"user_id": 31019}, {"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": 31008}, {"user_id": 31007}, {"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": 11457.774720154703, "feature_first_useful_ms": 7496.28983438015, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 7498.6539063975215, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.334331162273884, "intent_family": "independent11:activity_deadline_before_creation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.298048697412014, "first_useful_ms": 7420.079915784299, "optional_ms": 3819.0503576770425, "queue_ms": 0.0, "required_to_ready_ms": 7420.079915784299, "submission_ack_ms": 1.9228765740990639, "total_ms": 11240.01152254641}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "54 distinct person IDs have activities due before they were created, listed in descending user_id order.", "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": 54, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0ed9fc42-61e4-45fb-a46b-ad1b0b921366", "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": [{"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.activities.due_date", "columns": ["pipedrive.activities.due_date"], "end": 82, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due date", "multi": false, "options": [], "phrase": "due date", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 74, "system": "PD", "text": "due date"}, {"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"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:aa7c390f67518661", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 54, "keys": ["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"], "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, "unit": null, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 54, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "0ed9fc42-61e4-45fb-a46b-ad1b0b921366", "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": [{"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": "5c2f02de-a695-4e36-b104-510f639bfd63", "cost_estimate": {"cost_level": "low", "dollars_estimate": 8.999999999999999e-05, "estimated_rows": 45, "ms_estimate": 4.5, "rows": 45, "total_cost": 7.84}, "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_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT a.person_id AS user_id FROM pipedrive.activities AS a WHERE NOT a.person_id IS NULL AND NOT a.due_date IS NULL AND NOT a.add_time IS NULL AND a.due_date < CAST(a.add_time AS DATE) ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.person_id AS user_id\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)\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "6061e3f2-de39-44c1-8780-37fb6745da82", "insight_assumptions": ["user_id is the Pipedrive person_id from activities, not a system user", "Only activities with non-null due_date and add_time are considered"], "insight_follow_ups": ["Show the names and organisations for these 54 person IDs", "How many back-dated activities does each of these person IDs have?"], "insight_headline": "54 distinct person IDs have activities due before they were created, listed in descending user_id order.", "insight_notes": ["All 54 rows are returned, so this is the complete set, matching the first result's membership.", "Only user_id is shown, per request; no names or activity details included."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "837053a97b8c936d", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9ebceda50d889a5d", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9ebceda50d889a5d", "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.", "pivot": null, "query_id": "0ed9fc42-61e4-45fb-a46b-ad1b0b921366", "row_count": 54, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the pipedrive.activities table.", "Keeps only rows where person_id, due_date, and add_time are all filled in.", "Keeps rows where due_date (compared as a date) comes before add_time converted to a date.", "Returns each distinct person_id once, labeled user_id.", "Sorts user_id from highest to lowest and limits output to 10000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "From the activities table, list distinct non-null person IDs for activities whose due date is before their creation date, sorted descending, capped at 10000 rows.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f60037e49b238cd9420095ec077c", "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": "7696f60037e49b238cd9420095ec077c", "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": "dcf67c54-162b-46d5-9072-6524fbe38993", "optional_status": "done", "timing": {"base_persistence_ms": 2.298048697412014, "first_useful_ms": 7420.079915784299, "optional_ms": 3819.0503576770425, "queue_ms": 0.0, "required_to_ready_ms": 7420.079915784299, "submission_ack_ms": 1.9228765740990639, "total_ms": 11240.01152254641}}, "row_count": 54, "status": "completed", "timing": {"admission_ms": 0.05, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 30.91, "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": 4.91, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60037e49b238cd9420095ec077c", "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:overdue_expected_close:t1:base:repeat1", "case_id": "independent11:overdue_expected_close:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 16161.639772355556, "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": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 16158.317987807095, "feature_first_useful_ms": 16127.261789515615, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 16130.320144817233, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.021514043211937, "intent_family": "independent11:overdue_expected_close", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 66.27871003001928, "first_useful_ms": 15974.871729500592, "optional_ms": 85.0716158747673, "queue_ms": 0.0, "required_to_ready_ms": 15974.871729500592, "submission_ack_ms": 2.769266255199909, "total_ms": 16062.655808404088}, "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": "7452a599-8dc4-41a5-bc94-ef5ca6566a90", "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": [{"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 open ...", "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": 152, "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": 145, "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": 191, "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": 182, "system": "PD", "text": "person 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, "unit": null, "value_class": null}], "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": "7452a599-8dc4-41a5-bc94-ef5ca6566a90", "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": [{"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": "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 clear time period, simple query"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "07947035-675e-410e-b019-39989e668543", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2e-06, "estimated_rows": 1, "ms_estimate": 0.1, "rows": 1, "total_cost": 9.9}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT d.person_id AS user_id FROM pipedrive.deals AS d WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL ORDER BY 1 ASC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n d.person_id AS user_id\nFROM pipedrive.deals AS d\nWHERE\n d.status = 'open'\n AND d.expected_close_date < CAST('2026-09-01' AS DATE)\n AND d.close_time IS NULL\nORDER BY\n 1 ASC\nLIMIT 10000", "id": "ebdf4362-fa3e-4ef5-b505-3ab2adb71e8f", "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": "2e2272371bdb2742", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "940e8ca4104ed690", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "8256b7a39cf2cfea", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8256b7a39cf2cfea", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "pivot": null, "query_id": "7452a599-8dc4-41a5-bc94-ef5ca6566a90", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f600001135d57397495b98d98932", "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": "7696f600001135d57397495b98d98932", "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": "2346044c-c570-4619-be38-9222ef6fd9f7", "optional_status": "done", "timing": {"base_persistence_ms": 66.27871003001928, "first_useful_ms": 15974.871729500592, "optional_ms": 85.0716158747673, "queue_ms": 0.0, "required_to_ready_ms": 15974.871729500592, "submission_ack_ms": 2.769266255199909, "total_ms": 16062.655808404088}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.03, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 20.32, "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": 5.79, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600001135d57397495b98d98932", "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": 54}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_deadline_before_creation:t4:base:repeat1", "case_id": "independent11:activity_deadline_before_creation:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14182.849661447108, "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": 14180.179389193654, "feature_first_useful_ms": 9588.061141781509, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 9590.27059841901, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1718358621001244, "intent_family": "independent11:activity_deadline_before_creation", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.317168146371841, "first_useful_ms": 9436.092796735466, "optional_ms": 4622.80832324177, "queue_ms": 0.0, "required_to_ready_ms": 9436.092796735466, "submission_ack_ms": 1.9342070445418358, "total_ms": 14101.77458357066}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "54 Pipedrive people have an activity whose due date precedes its creation date.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:activity_deadline_before_creation: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": "dad8c3b0-b57e-48a7-bb58-b028dcbf7509", "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": [{"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 activity whose d...", "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.activities.id", "columns": ["pipedrive.activities.id"], "end": 42, "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": 34, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.due_date", "columns": ["pipedrive.activities.due_date"], "end": 57, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due date", "multi": false, "options": [], "phrase": "due date", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 49, "system": "PD", "text": "due date"}, {"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": [{"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, "unit": null, "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": "dad8c3b0-b57e-48a7-bb58-b028dcbf7509", "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": [{"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": "5c2f02de-a695-4e36-b104-510f639bfd63", "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_message": null, "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 NOT a.due_date IS NULL AND NOT a.add_time 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\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)", "id": "30288146-8c68-4905-9ba9-38e8ae0de542", "insight_assumptions": ["Counts distinct people with at least one anomalous activity; people with no activity, person_id, due_date or add_time are excluded.", "Anomaly defined strictly as due_date earlier than the date part of add_time."], "insight_follow_ups": ["List those 54 people and how many anomalous activities each has.", "How are these anomalous activities distributed by activity type?", "Which users or pipelines created most of these backdated activities?"], "insight_headline": "54 Pipedrive people have an activity whose due date precedes its creation date.", "insight_notes": ["This is a data-quality anomaly count rather than a business metric \u2014 due dates logged before the activity was created typically indicate backdated or mis-imported records.", "The count covers all such people across the activities table, so a single person with multiple anomalies is counted once."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2094075ce3440601", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e6ea71299bc19763", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e6ea71299bc19763", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with an activity whose due date precedes its creation date membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "pivot": null, "query_id": "dad8c3b0-b57e-48a7-bb58-b028dcbf7509", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the pipedrive.activities table, each row being one activity.", "Excludes rows where person_id, due_date, or add_time is missing.", "Keeps only activities whose due_date is earlier than the date part of add_time (the creation timestamp).", "Counts the distinct person_id values among those rows and labels the result client_count; if no rows qualify, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct person IDs from the pipedrive activities table where the activity's due date is earlier than the same row's creation date, ignoring rows missing either value.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6006c1bb6bad75e484299ef57bb", "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": "7696f6006c1bb6bad75e484299ef57bb", "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": "903fba08-352b-428e-b92f-8c6c55168c77", "optional_status": "done", "timing": {"base_persistence_ms": 4.317168146371841, "first_useful_ms": 9436.092796735466, "optional_ms": 4622.80832324177, "queue_ms": 0.0, "required_to_ready_ms": 9436.092796735466, "submission_ack_ms": 1.9342070445418358, "total_ms": 14101.77458357066}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.24, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 25.85, "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": 7.01, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6006c1bb6bad75e484299ef57bb", "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": 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:t1:base:repeat1", "case_id": "independent11:organization_introducer_link:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7498.7230794504285, "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": "execution", "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": 7495.637494139373, "feature_first_useful_ms": 7485.282808542252, "first_useful_ms": 7488.107684999704, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.7929460629820824, "intent_family": "independent11:organization_introducer_link", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 2.1256133913993835, "optional_ms": 65.35482872277498, "queue_ms": 0.0, "required_to_ready_ms": 7284.203841350973, "submission_ack_ms": 1.5032719820737839, "total_ms": 7350.846564397216}, "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": "464061c4-10fb-4c13-819c-59a75d5302cf", "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": [{"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": "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": [], "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": "464061c4-10fb-4c13-819c-59a75d5302cf", "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": [{"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": "bd1d395c-a5b0-458d-b69c-2d0a1fd0b343", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "14e91a6d-9f45-4ee3-a27c-aa9f4b47473a", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The available schema lists no columns for any table, and no documented field captures a company's 'introducer' organization, so the required predicate cannot be mapped to any known column.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No column inventor", "prompt_sha256": "647113aad2ad7848", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "647113aad2ad7848", "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": "error", "pivot": null, "query_id": "464061c4-10fb-4c13-819c-59a75d5302cf", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-464061c4-10fb-4c13-819c-59a75d5302cf", "trace_snapshot": {"job": {"job_id": "b46bc3c4-356a-431c-b83a-1675e7aca247", "optional_status": "done", "timing": {"base_persistence_ms": 2.1256133913993835, "optional_ms": 65.35482872277498, "queue_ms": 0.0, "required_to_ready_ms": 7284.203841350973, "submission_ack_ms": 1.5032719820737839, "total_ms": 7350.846564397216}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_introducer_link:t2:base:repeat1", "case_id": "independent11:organization_introducer_link:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7793.949826620519, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7790.266488678753, "feature_first_useful_ms": 7770.623343065381, "first_useful_ms": 7774.070142768323, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.4159086644649506, "intent_family": "independent11:organization_introducer_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.660004913806915, "optional_ms": 65.95581863075495, "queue_ms": 0.0, "required_to_ready_ms": 7452.268370427191, "submission_ack_ms": 1.4369692653417587, "total_ms": 7519.6503680199385}, "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_introducer_link: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": "4ce0f7b2-7ec5-4d51-8b04-66cb15ebee7a", "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": [{"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": "pipedrive.organizations.cf_company_introducer", "columns": ["pipedrive.organizations.cf_company_introducer"], "end": 76, "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": 58, "system": "PD", "text": "company introducer"}, {"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). 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": 167, "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": "4ce0f7b2-7ec5-4d51-8b04-66cb15ebee7a", "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": [{"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": "bd1d395c-a5b0-458d-b69c-2d0a1fd0b343", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "2f2526b9-a6a4-4f53-84bf-8996a2776e64", "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": "a1a84d80dca3888f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema context lists no columns for ct.client_360 or the other ct.* tables, and no 'company introducer' field exists on pipedrive.organizations, so the membership condition cannot be mapped to real columns.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"N", "prompt_sha256": "ccc4c9f44fc148ac", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ccc4c9f44fc148ac", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people at an organization whose company introducer is another known organization 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": "4ce0f7b2-7ec5-4d51-8b04-66cb15ebee7a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-4ce0f7b2-7ec5-4d51-8b04-66cb15ebee7a", "trace_snapshot": {"job": {"job_id": "d715d468-1c79-4187-b4a2-9f8fd03cdcf5", "optional_status": "done", "timing": {"base_persistence_ms": 5.660004913806915, "optional_ms": 65.95581863075495, "queue_ms": 0.0, "required_to_ready_ms": 7452.268370427191, "submission_ack_ms": 1.4369692653417587, "total_ms": 7519.6503680199385}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 23764.364520087838, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 23761.812053620815, "feature_first_useful_ms": 23481.73434752971, "first_useful_ms": 23483.825558796525, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0629102364182472, "intent_family": "independent11:overdue_expected_close", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.5215417370200157, "optional_ms": 65.5785659328103, "queue_ms": 0.0, "required_to_ready_ms": 23384.32627543807, "submission_ack_ms": 1.8838243559002876, "total_ms": 23450.507772155106}, "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:overdue_expected_close: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": "e6da2c6f-d18d-4fb7-b8f4-ba823346f7ac", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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.__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. 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": 188, "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": "e6da2c6f-d18d-4fb7-b8f4-ba823346f7ac", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "07947035-675e-410e-b019-39989e668543", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT CAST(NULL AS BIGINT) AS client_count LIMIT 10000"}, {"source": "gold", "sql": "SELECT c.user_id, COUNT(DISTINCT p.id) AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons p ON p.id = c.person_id LEFT JOIN pipedrive.deals d ON d.person_id = p.id AND d.status = 'open' AND d.expected_close_date < DATE '2026-09-01' AND d.actual_close_time IS NULL GROUP BY 1"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "ea57e243-b164-4c49-abdc-e07c6ebba28f", "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": "543650e8b1988472", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "29eb07eb282e048e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "c836f642610d2054", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c836f642610d2054", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close 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": "e6da2c6f-d18d-4fb7-b8f4-ba823346f7ac", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-e6da2c6f-d18d-4fb7-b8f4-ba823346f7ac", "trace_snapshot": {"job": {"job_id": "7b6136e4-50d2-4a6f-91c0-d1802ee7e170", "optional_status": "done", "timing": {"base_persistence_ms": 1.5215417370200157, "optional_ms": 65.5785659328103, "queue_ms": 0.0, "required_to_ready_ms": 23384.32627543807, "submission_ack_ms": 1.8838243559002876, "total_ms": 23450.507772155106}}}, "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": "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_introducer_link:t3:base:repeat1", "case_id": "independent11:organization_introducer_link:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6100.869062356651, "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": "execution", "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": 6098.171481862664, "feature_first_useful_ms": 6087.127730250359, "first_useful_ms": 6089.599563740194, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.442833036184311, "intent_family": "independent11:organization_introducer_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2809745967388153, "optional_ms": 68.86835116893053, "queue_ms": 0.0, "required_to_ready_ms": 5975.0233218073845, "submission_ack_ms": 1.5489021316170692, "total_ms": 6044.37268897891}, "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_introducer_link: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": "5a5f4e02-c34b-48a4-912b-51a359492ad3", "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": [{"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": 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": "pipedrive.organizations.cf_company_introducer", "columns": ["pipedrive.organizations.cf_company_introducer"], "end": 94, "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": 76, "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": 179, "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": 172, "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": "5a5f4e02-c34b-48a4-912b-51a359492ad3", "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": [{"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": "bd1d395c-a5b0-458d-b69c-2d0a1fd0b343", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "fce00588-f79a-4aa9-94d4-3db1935048bf", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request depends on a prior result ('first result') and columns (e.g., company introducer) not present in the provided schema, so no safe SELECT can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Tables were provided without column definition", "prompt_sha256": "e36c31764b573e39", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e36c31764b573e39", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people at an organization whose company introducer is another known organization 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": "5a5f4e02-c34b-48a4-912b-51a359492ad3", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-5a5f4e02-c34b-48a4-912b-51a359492ad3", "trace_snapshot": {"job": {"job_id": "04d0ae71-959f-4e54-8e5b-80460d16da16", "optional_status": "done", "timing": {"base_persistence_ms": 1.2809745967388153, "optional_ms": 68.86835116893053, "queue_ms": 0.0, "required_to_ready_ms": 5975.0233218073845, "submission_ack_ms": 1.5489021316170692, "total_ms": 6044.37268897891}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:overdue_expected_close:t3:base:repeat1", "case_id": "independent11:overdue_expected_close:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9878.285118378699, "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": [], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9875.449529848993, "feature_first_useful_ms": 9859.62688550353, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 9862.170214764774, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.514737658202648, "intent_family": "independent11:overdue_expected_close", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8041281253099442, "first_useful_ms": 9722.174186259508, "optional_ms": 65.50838332623243, "queue_ms": 0.0, "required_to_ready_ms": 9722.174186259508, "submission_ack_ms": 2.214757725596428, "total_ms": 9788.116975687444}, "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:overdue_expected_close: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": "e6f54e3c-dfa4-4cbf-8e54-4640ccb06031", "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": [{"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.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 200, "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": 193, "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, "unit": null, "value_class": null}], "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": "e6f54e3c-dfa4-4cbf-8e54-4640ccb06031", "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": [{"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": "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 clear time period, simple query"}, "confidence_level": "medium", "confidence_score": 0.79, "conversation_id": "07947035-675e-410e-b019-39989e668543", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2e-06, "estimated_rows": 1, "ms_estimate": 0.1, "rows": 1, "total_cost": 9.9}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT d.person_id AS user_id FROM pipedrive.deals AS d WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n d.person_id AS user_id\nFROM pipedrive.deals AS d\nWHERE\n d.status = 'open'\n AND d.expected_close_date < CAST('2026-09-01' AS DATE)\n AND d.close_time IS NULL\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "92382671-1624-4f3c-8edc-c0764b242bc6", "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": "c2566b673ff50eca", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "a6e86c90d5f9298c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "a6e86c90d5f9298c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp from the first result, this time in descending user_id order. Keep every member and show only user_id.", "pivot": null, "query_id": "e6f54e3c-dfa4-4cbf-8e54-4640ccb06031", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6001549cd9750cf4a9ab0f659ed", "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": "7696f6001549cd9750cf4a9ab0f659ed", "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": "586f2e0c-1a56-4cc4-9cd2-9798dd6f9f17", "optional_status": "done", "timing": {"base_persistence_ms": 0.8041281253099442, "first_useful_ms": 9722.174186259508, "optional_ms": 65.50838332623243, "queue_ms": 0.0, "required_to_ready_ms": 9722.174186259508, "submission_ack_ms": 2.214757725596428, "total_ms": 9788.116975687444}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.03, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 21.35, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.01, "sql_execution_ms": 1.59, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6001549cd9750cf4a9ab0f659ed", "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_introducer_link:t4:base:repeat1", "case_id": "independent11:organization_introducer_link:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13283.811070024967, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13280.988913960755, "feature_first_useful_ms": 13271.760235540569, "first_useful_ms": 13274.300032295287, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5088954716920853, "intent_family": "independent11:organization_introducer_link", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.9705472514033318, "optional_ms": 62.67725769430399, "queue_ms": 0.0, "required_to_ready_ms": 13139.928009361029, "submission_ack_ms": 3.4371167421340942, "total_ms": 13203.457945026457}, "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_introducer_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": "f5361852-4962-40b5-a8ac-975e068c4cac", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "pipedrive.organizations.cf_company_introducer", "columns": ["pipedrive.organizations.cf_company_introducer"], "end": 69, "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": 51, "system": "PD", "text": "company introducer"}, {"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": [], "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": "f5361852-4962-40b5-a8ac-975e068c4cac", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "bd1d395c-a5b0-458d-b69c-2d0a1fd0b343", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT public.accounts.id)::bigint AS client_count FROM public.accounts"}, {"source": "gold", "sql": "SELECT pe.id AS user_id, COUNT(DISTINCT pe.id) OVER () AS client_count FROM persons_enriched pe"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "e8e6581e-2f09-4ddf-a7c9-fc0fd3b21098", "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": "c5ba28da31dfab95", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e0e2ef3fb20a816a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "3e7e5a57de4584e8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3e7e5a57de4584e8", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people at an organization whose company introducer is another known organization 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": "f5361852-4962-40b5-a8ac-975e068c4cac", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-f5361852-4962-40b5-a8ac-975e068c4cac", "trace_snapshot": {"job": {"job_id": "3e2f7e2b-add2-4fa0-a209-e8e35f985312", "optional_status": "done", "timing": {"base_persistence_ms": 1.9705472514033318, "optional_ms": 62.67725769430399, "queue_ms": 0.0, "required_to_ready_ms": 13139.928009361029, "submission_ack_ms": 3.4371167421340942, "total_ms": 13203.457945026457}}}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:overdue_expected_close:t4:base:repeat1", "case_id": "independent11:overdue_expected_close:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6554.707015864551, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 0}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6552.530881948769, "feature_first_useful_ms": 6542.976003140211, "first_useful_ms": 6544.647939503193, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.6324352473020554, "intent_family": "independent11:overdue_expected_close", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8354801684617996, "optional_ms": 54.36234176158905, "queue_ms": 0.0, "required_to_ready_ms": 6354.117252863944, "submission_ack_ms": 74.24664497375488, "total_ms": 6408.939629793167}, "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:overdue_expected_close: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": "3e3914fa-103d-4cd7-abb0-278510145049", "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": [{"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.__table__", "columns": ["ct.clients.__table__"], "end": 192, "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": 186, "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": "3e3914fa-103d-4cd7-abb0-278510145049", "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": [{"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": "07947035-675e-410e-b019-39989e668543", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "b3b70348-b46b-436f-af63-b38f1c513cff", "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 query needs pipedrive.people/deals columns (person id, deal expected close date, status, actual close timestamp), but the provided schema lists no columns for any table, and the reference to 'the third result' cannot be resolved.\",\n \"confidence", "prompt_sha256": "c370b932e4dfab66", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "368ef124d7718b32", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "368ef124d7718b32", "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": "error", "pivot": null, "query_id": "3e3914fa-103d-4cd7-abb0-278510145049", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3e3914fa-103d-4cd7-abb0-278510145049", "trace_snapshot": {"job": {"job_id": "e946dbc6-c929-4d96-9a57-d28145f81e00", "optional_status": "done", "timing": {"base_persistence_ms": 0.8354801684617996, "optional_ms": 54.36234176158905, "queue_ms": 0.0, "required_to_ready_ms": 6354.117252863944, "submission_ack_ms": 74.24664497375488, "total_ms": 6408.939629793167}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 7086.710626259446, "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": [{"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": 7083.59996881336, "feature_first_useful_ms": 7072.1265533939, "first_useful_ms": 7075.003923848271, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8490591794252396, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.7045186832547188, "optional_ms": 64.73671738058329, "queue_ms": 0.0, "required_to_ready_ms": 6864.787146449089, "submission_ack_ms": 1.4358200132846832, "total_ms": 6930.9866754338145}, "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": "995f3b5c-5bba-422f-9062-a2ff5471a7d4", "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": [{"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": "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": [], "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": "995f3b5c-5bba-422f-9062-a2ff5471a7d4", "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": [{"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": "e8815550-a9d1-45e1-9e47-fc68ae545264", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "45010390-91c9-4f27-a580-6db986898708", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The provided schema lists table names only, with no columns; I cannot confirm the column names for an organization's employee count or people count on pipedrive.organizations.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Schema context contains no column de", "prompt_sha256": "d7d4532f1b0d4296", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d7d4532f1b0d4296", "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": "error", "pivot": null, "query_id": "995f3b5c-5bba-422f-9062-a2ff5471a7d4", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-995f3b5c-5bba-422f-9062-a2ff5471a7d4", "trace_snapshot": {"job": {"job_id": "5011ac6f-4250-4e13-a87c-e57ebe76d473", "optional_status": "done", "timing": {"base_persistence_ms": 1.7045186832547188, "optional_ms": 64.73671738058329, "queue_ms": 0.0, "required_to_ready_ms": 6864.787146449089, "submission_ack_ms": 1.4358200132846832, "total_ms": 6930.9866754338145}}}, "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_EXECUTION_001"}, "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": 10736.861336044967, "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": 10734.400911256671, "feature_first_useful_ms": 10434.739532880485, "first_useful_ms": 10436.875856481493, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.108512446284294, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 71.75677083432674, "optional_ms": 123.21807257831097, "queue_ms": 0.0, "required_to_ready_ms": 10249.431310221553, "submission_ack_ms": 1.376798376441002, "total_ms": 10406.471768394113}, "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": 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": "a65ff72c-bb4a-439b-9bed-01ef1916e185", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "pipedrive.organizations.employee_count", "columns": ["pipedrive.organizations.employee_count"], "end": 87, "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": 73, "system": "PD", "text": "employee count"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 115, "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": 103, "system": "PD", "text": "people count"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 182, "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": 176, "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": "a65ff72c-bb4a-439b-9bed-01ef1916e185", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "e8815550-a9d1-45e1-9e47-fc68ae545264", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Retry after CT data is available.", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id)::bigint AS client_count FROM public.accounts a"}, {"source": "gold", "sql": "SELECT c360.user_id, COUNT(DISTINCT pe.id)::int 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.employee_count > 0 AND o.people_count IS NULL GROUP BY c360.user_id"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "58977161-3927-4829-add1-7006aa41f3dd", "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": "367762233c8f7f76", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "89bba737131586bb", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "89bba737131586bb", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people whose organization has a known positive employee count but an unknown people count 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": "a65ff72c-bb4a-439b-9bed-01ef1916e185", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: the CT leg returned no join key 'user_id'; a whole-book result cannot answer the selected cohort", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Retry after CT data is available."}, "time_window": null, "trace_id": "federated-a65ff72c-bb4a-439b-9bed-01ef1916e185", "trace_snapshot": {"job": {"job_id": "bec539cb-1dd8-4003-a4b5-85ab3afc0bc2", "optional_status": "done", "timing": {"base_persistence_ms": 71.75677083432674, "optional_ms": 123.21807257831097, "queue_ms": 0.0, "required_to_ready_ms": 10249.431310221553, "submission_ack_ms": 1.376798376441002, "total_ms": 10406.471768394113}}}, "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": null, "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:person_communication_preferences:t1:base:repeat1", "case_id": "independent11:person_communication_preferences:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 16903.176000341773, "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": "refused", "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": 16899.978511035442, "feature_first_useful_ms": 16595.3506026417, "first_useful_ms": 16598.34387432784, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.965010702610016, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:person_communication_preferences", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.192340023815632, "optional_ms": 150.38138907402754, "queue_ms": 0.0, "required_to_ready_ms": 16408.76724664122, "submission_ack_ms": 2.879660576581955, "total_ms": 16560.39741728455}, "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": "cb4356df-23fa-4910-83bc-2b14c958c83a", "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": [{"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.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`; 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": 91, "system": "CT", "text": "phone"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 117, "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": 110, "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": 156, "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": 147, "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": "cb4356df-23fa-4910-83bc-2b14c958c83a", "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": [{"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": "156a5d3a-9b31-41c7-a569-995e157833d1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need. Name a measure and source available on this connection.", "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.id AS user_id, NULL AS email, NULL AS phone FROM ct.persons AS p WHERE 'email' = ANY(p.contact_preferences) AND NOT ('phone' = ANY(p.contact_preferences)) ORDER BY 1 ASC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n p.id AS user_id,\n NULL AS email,\n NULL AS phone\nFROM ct.persons AS p\nWHERE\n 'email' = ANY(\n p.contact_preferences\n )\n AND NOT (\n 'phone' = ANY(\n p.contact_preferences\n )\n )\nORDER BY\n 1 ASC\nLIMIT 10000", "id": "a6928ed6-d033-48be-91cb-c3c2480440be", "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": "b2d850f4e719827a", "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 a 'contact preference' array column which is not documented in the provided schema, and no column inventory is available for persons_enriched.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No schema columns are listed for persons_enric", "prompt_sha256": "dc0d2a3871531f37", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9b3e59e52b57fd5b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"No table in this warehouse carries a contact-preference array or any email/phone column, so this filter cannot be expressed in SQL.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Contact preferences (email vs phone) do not exist on pipedrive.persons (columns:", "prompt_sha256": "fabe5f7329920475", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "fabe5f7329920475", "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": "refusal", "pivot": null, "query_id": "cb4356df-23fa-4910-83bc-2b14c958c83a", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": null, "guard": "UNKNOWN-GOLD-COLUMN", "kind": "refusal", "proven_guard": false, "raw_error_message": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "raw_error_type": "refused", "raw_status": "error", "reason_code": "BI_GOLD_UNKNOWN_COLUMN", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "7696f600acc3e9d6a59640b6879b7340", "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": "7696f600acc3e9d6a59640b6879b7340", "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": "829649dc-9533-400f-a3c2-7be1cd430e7d", "optional_status": "done", "timing": {"base_persistence_ms": 3.192340023815632, "optional_ms": 150.38138907402754, "queue_ms": 0.0, "required_to_ready_ms": 16408.76724664122, "submission_ack_ms": 2.879660576581955, "total_ms": 16560.39741728455}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600acc3e9d6a59640b6879b7340", "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": {"status": "not_required"}, "scalar_type_review": {"status": "not_required"}, "split": "locked_holdout", "status": "blocked", "supported": true, "terminal_error_class": "schema", "terminal_projection_review": {"cause": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "class": "schema", "kind": "refusal", "raw_status": "error", "reason_code": "BI_GOLD_UNKNOWN_COLUMN"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 5892.777879722416, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5890.228809788823, "feature_first_useful_ms": 5610.903229564428, "first_useful_ms": 5613.003753125668, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0785322412848473, "intent_family": "independent11:person_communication_preferences", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.034688696265221, "optional_ms": 71.31113577634096, "queue_ms": 0.0, "required_to_ready_ms": 5380.637752823532, "submission_ack_ms": 4.060720093548298, "total_ms": 5453.098936937749}, "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_communication_preferences: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": "6556701d-f41c-4cf8-8693-7bee013f0151", "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": [{"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.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": [], "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": "6556701d-f41c-4cf8-8693-7bee013f0151", "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": [{"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": "156a5d3a-9b31-41c7-a569-995e157833d1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "38d8cfb8-fa4c-4320-8959-8fe1ae3185fa", "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\": \"Cannot generate: the schema listing provides no columns for pipedrive.persons (or any table), so the contact-preference array field needed to test 'includes email but not phone' cannot be identified.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"All tab", "prompt_sha256": "2a6da46c4ab34d4b", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2a6da46c4ab34d4b", "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": "error", "pivot": null, "query_id": "6556701d-f41c-4cf8-8693-7bee013f0151", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-6556701d-f41c-4cf8-8693-7bee013f0151", "trace_snapshot": {"job": {"job_id": "ee372c8d-fd53-46b4-be1e-bd927b1ebb9c", "optional_status": "done", "timing": {"base_persistence_ms": 4.034688696265221, "optional_ms": 71.31113577634096, "queue_ms": 0.0, "required_to_ready_ms": 5380.637752823532, "submission_ack_ms": 4.060720093548298, "total_ms": 5453.098936937749}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_employee_data_gap:t3:base:repeat1", "case_id": "independent11:organization_employee_data_gap:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17907.64572005719, "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": 31063}, {"user_id": 31061}, {"user_id": 31060}, {"user_id": 31058}, {"user_id": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31052}, {"user_id": 31050}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31044}, {"user_id": 31042}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31036}, {"user_id": 31034}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31028}, {"user_id": 31026}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31020}, {"user_id": 31018}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31012}, {"user_id": 31010}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31004}, {"user_id": 31002}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 17903.888111002743, "feature_first_useful_ms": 17886.000744067132, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 17889.45820275694, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.003283403813839, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.8803997188806534, "first_useful_ms": 17682.059250772, "optional_ms": 64.8958059027791, "queue_ms": 0.0, "required_to_ready_ms": 17682.059250772, "submission_ack_ms": 3.9069056510925293, "total_ms": 17747.582187876105}, "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:organization_employee_data_gap:t1", "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": "e2a7a9aa-4af0-4f27-98c4-cb0aa9ce1ba8", "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": [{"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": "pipedrive.organizations.employee_count", "columns": ["pipedrive.organizations.employee_count"], "end": 105, "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": 91, "system": "PD", "text": "employee count"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 133, "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": 121, "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": 188, "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": 181, "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, "unit": null, "value_class": null}], "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": "e2a7a9aa-4af0-4f27-98c4-cb0aa9ce1ba8", "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": [{"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": "e8815550-a9d1-45e1-9e47-fc68ae545264", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 13.46}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "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 o.employee_count > 0 AND o.people_count IS NULL ORDER BY 1 DESC 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 o.employee_count > 0 AND o.people_count IS NULL\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "fb364fd1-7349-4c63-b14e-988dda7f7584", "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": "7e055c903df2226c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "30119dd58a131a83", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "85b56741a3a70d00", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "85b56741a3a70d00", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people whose organization has a known positive employee count but an unknown people count from the first result, this time in descending user_id order. Keep every member and show only user_id.", "pivot": null, "query_id": "e2a7a9aa-4af0-4f27-98c4-cb0aa9ce1ba8", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f60045a0810f61714815a6bc2582", "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": "7696f60045a0810f61714815a6bc2582", "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": "ff1ec0cf-1630-4357-8f68-090a35b4adac", "optional_status": "done", "timing": {"base_persistence_ms": 0.8803997188806534, "first_useful_ms": 17682.059250772, "optional_ms": 64.8958059027791, "queue_ms": 0.0, "required_to_ready_ms": 17682.059250772, "submission_ack_ms": 3.9069056510925293, "total_ms": 17747.582187876105}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.03, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 20.27, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.01, "sql_execution_ms": 1.75, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f60045a0810f61714815a6bc2582", "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_communication_preferences:t3:base:repeat1", "case_id": "independent11:person_communication_preferences:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 17890.8408023417, "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": "refused", "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": 17888.29204440117, "feature_first_useful_ms": 17853.50464656949, "first_useful_ms": 17855.78292515129, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.2485973313450813, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:person_communication_preferences", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.011609263718128, "optional_ms": 69.10839956253767, "queue_ms": 0.0, "required_to_ready_ms": 17733.012625016272, "submission_ack_ms": 1.2493226677179337, "total_ms": 17802.766827866435}, "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:person_communication_preferences: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": "1bf0e995-1e3e-46f1-b969-84f50485b343", "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": [{"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": 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": [], "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": "1bf0e995-1e3e-46f1-b969-84f50485b343", "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": [{"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": "156a5d3a-9b31-41c7-a569-995e157833d1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need. Name a measure and source available on this connection.", "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.id AS user_id, NULL AS email, NULL AS phone FROM ct.persons AS p WHERE 'email' = ANY(p.contact_preferences) AND NOT ('phone' = ANY(p.contact_preferences)) ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n p.id AS user_id,\n NULL AS email,\n NULL AS phone\nFROM ct.persons AS p\nWHERE\n 'email' = ANY(\n p.contact_preferences\n )\n AND NOT (\n 'phone' = ANY(\n p.contact_preferences\n )\n )\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "b3d050b6-c34c-4721-98dd-97be2d646434", "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": "6bd8983110ea06e9", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "69565fd742e4b6b4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The requested filter depends on a contact_preferences array that does not exist on pipedrive.persons (columns: add_time, ct_id, id, name, org_id, owner_id, update_time) or any other relation in this warehouse, so the query cannot be generated without inventin", "prompt_sha256": "9f26a9345b1c2712", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9f26a9345b1c2712", "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": "refusal", "pivot": null, "query_id": "1bf0e995-1e3e-46f1-b969-84f50485b343", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": null, "guard": "UNKNOWN-GOLD-COLUMN", "kind": "refusal", "proven_guard": false, "raw_error_message": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "raw_error_type": "refused", "raw_status": "error", "reason_code": "BI_GOLD_UNKNOWN_COLUMN", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "7696f6000caf2f248f63450ba21d348a", "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": "7696f6000caf2f248f63450ba21d348a", "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": "c1eca257-477f-48ae-a5b4-ddf21df89255", "optional_status": "done", "timing": {"base_persistence_ms": 2.011609263718128, "optional_ms": 69.10839956253767, "queue_ms": 0.0, "required_to_ready_ms": 17733.012625016272, "submission_ack_ms": 1.2493226677179337, "total_ms": 17802.766827866435}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6000caf2f248f63450ba21d348a", "was_slow": false}, "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": "schema", "terminal_projection_review": {"cause": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "class": "schema", "kind": "refusal", "raw_status": "error", "reason_code": "BI_GOLD_UNKNOWN_COLUMN"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_employee_data_gap:t4:base:repeat1", "case_id": "independent11:organization_employee_data_gap:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9044.617112725973, "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": 9042.419174686074, "feature_first_useful_ms": 9006.89254142344, "first_useful_ms": 9008.82429908961, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.8957853317260742, "intent_family": "independent11:organization_employee_data_gap", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0966891422867775, "optional_ms": 69.1866334527731, "queue_ms": 0.0, "required_to_ready_ms": 8904.048178344965, "submission_ack_ms": 1.4872513711452484, "total_ms": 8973.837552592158}, "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: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": "d8288527-d03b-4cb4-9af6-a745a6ff5bba", "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": [{"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": "pipedrive.organizations.employee_count", "columns": ["pipedrive.organizations.employee_count"], "end": 80, "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": 66, "system": "PD", "text": "employee count"}, {"clarify_case": null, "column": "pipedrive.organizations.people_count", "columns": ["pipedrive.organizations.people_count"], "end": 108, "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": 96, "system": "PD", "text": "people count"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 180, "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": 174, "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": "d8288527-d03b-4cb4-9af6-a745a6ff5bba", "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": [{"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": "e8815550-a9d1-45e1-9e47-fc68ae545264", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "86c2b895-2cce-41f8-93a4-4847c6ec93c2", "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 refers to 'the third result' from a prior conversation and schema details that were not provided, so a faithful query cannot be constructed.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No prior results or intermediate result set are available i", "prompt_sha256": "0acbdde3b183fd84", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "c77929805e808108", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c77929805e808108", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people whose organization has a known positive employee count but an unknown people count 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": "d8288527-d03b-4cb4-9af6-a745a6ff5bba", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-d8288527-d03b-4cb4-9af6-a745a6ff5bba", "trace_snapshot": {"job": {"job_id": "10713450-e59c-472f-b1d1-d5c74c036e6d", "optional_status": "done", "timing": {"base_persistence_ms": 1.0966891422867775, "optional_ms": 69.1866334527731, "queue_ms": 0.0, "required_to_ready_ms": 8904.048178344965, "submission_ack_ms": 1.4872513711452484, "total_ms": 8973.837552592158}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 10941.828009672463, "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": "refused", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10939.78485930711, "feature_first_useful_ms": 10663.521350361407, "first_useful_ms": 10665.334942750633, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.7860513180494308, "independent_refusal_review": {"matched_frozen_rules": [], "supported_answer_not_completed": true, "typed_guard_alone_is_not_semantic_proof": true}, "intent_family": "independent11:person_communication_preferences", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.8554236739873886, "optional_ms": 70.24565991014242, "queue_ms": 0.0, "required_to_ready_ms": 10555.568741634488, "submission_ack_ms": 1.4725010842084885, "total_ms": 10626.811875961721}, "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:person_communication_preferences: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": "a9ef4715-25f8-40b0-92c2-e2f9ee006d8b", "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": [{"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.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": [], "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": "a9ef4715-25f8-40b0-92c2-e2f9ee006d8b", "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": [{"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": "156a5d3a-9b31-41c7-a569-995e157833d1", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need. Name a measure and source available on this connection.", "error_type": "refused", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT p.id) AS client_count, NULL AS email, NULL AS phone FROM ct.persons AS p WHERE 'email' = ANY(p.contact_preferences) AND NOT ('phone' = ANY(p.contact_preferences))", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT p.id) AS client_count,\n NULL AS email,\n NULL AS phone\nFROM ct.persons AS p\nWHERE\n 'email' = ANY(\n p.contact_preferences\n )\n AND NOT (\n 'phone' = ANY(\n p.contact_preferences\n )\n )", "id": "34b0d77c-134c-428f-81e8-d4190fa2e486", "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": "25eec919b185b9e7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4afb77eee7047e80", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Neither pipedrive.persons nor any other table on this connection has a contact_preferences (or email/phone preference) column, so the 'contact preference includes email but not phone' membership cannot be derived or reused from the previous draft.\",\n \"confid", "prompt_sha256": "1bb34bc99197dfdb", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "1bb34bc99197dfdb", "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": "refusal", "pivot": null, "query_id": "a9ef4715-25f8-40b0-92c2-e2f9ee006d8b", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "blocked", "terminal_projection": {"cause": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "class": "schema", "classification_verified": true, "evidence": "original_error_metadata", "exception_type": null, "guard": "UNKNOWN-GOLD-COLUMN", "kind": "refusal", "proven_guard": false, "raw_error_message": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "raw_error_type": "refused", "raw_status": "error", "reason_code": "BI_GOLD_UNKNOWN_COLUMN", "suggested_rephrase": "Name a measure and source available on this connection."}, "time_window": null, "trace_id": "7696f600623ed46c40484a259b845168", "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": "7696f600623ed46c40484a259b845168", "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": "b9055929-0743-41e6-9d81-d27ed46a769d", "optional_status": "done", "timing": {"base_persistence_ms": 1.8554236739873886, "optional_ms": 70.24565991014242, "queue_ms": 0.0, "required_to_ready_ms": 10555.568741634488, "submission_ack_ms": 1.4725010842084885, "total_ms": 10626.811875961721}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600623ed46c40484a259b845168", "was_slow": false}, "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": "schema", "terminal_projection_review": {"cause": "The generated query referenced Pipedrive columns/tables that don't exist (persons.contact_preferences, ct.persons), and a corrected query could not be produced. Rather than run an invented column, this answer was stopped \u2014 try naming the exact fields you need.", "class": "schema", "kind": "refusal", "raw_status": "error", "reason_code": "BI_GOLD_UNKNOWN_COLUMN"}, "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": 8100.5283780395985, "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": [{"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": 8096.633902750909, "feature_first_useful_ms": 7932.978644035757, "first_useful_ms": 7936.600969173014, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.552601672708988, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.949325531721115, "optional_ms": 60.493435710668564, "queue_ms": 0.0, "required_to_ready_ms": 7513.379086740315, "submission_ack_ms": 1.691407524049282, "total_ms": 7575.380153954029}, "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": "14614296-3e4e-450e-9cbf-2567a3d54f48", "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": [{"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": "14614296-3e4e-450e-9cbf-2567a3d54f48", "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": [{"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": "8964d106-e849-4162-86cc-4018aa416120", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "a982c25a-4908-428f-a995-fae4ba5de24d", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: trade frequency is a Pipedrive custom field whose storage location (raw column vs. field_dict/option_dict join key) is not described in the provided schema, and persons_enriched columns are not enumerated.\",\n \"confidence\": \"uncertain\",\n \"wa", "prompt_sha256": "b38c42942548f8a5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "d311bd81d3ab3fa3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d311bd81d3ab3fa3", "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": "error", "pivot": null, "query_id": "14614296-3e4e-450e-9cbf-2567a3d54f48", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-14614296-3e4e-450e-9cbf-2567a3d54f48", "trace_snapshot": {"job": {"job_id": "fb46940f-a5a6-41f3-b983-69a6eacee933", "optional_status": "done", "timing": {"base_persistence_ms": 3.949325531721115, "optional_ms": 60.493435710668564, "queue_ms": 0.0, "required_to_ready_ms": 7513.379086740315, "submission_ack_ms": 1.691407524049282, "total_ms": 7575.380153954029}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"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": 4220.778121612966, "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": [{"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": 4216.129311360419, "feature_first_useful_ms": 4183.025110512972, "first_useful_ms": 4187.2555166482925, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.202095791697502, "intent_family": "independent11:organization_hedging_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2051910161972046, "optional_ms": 66.74542929977179, "queue_ms": 0.0, "required_to_ready_ms": 4061.4648507907987, "submission_ack_ms": 2.2237366065382957, "total_ms": 4128.955536521971}, "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": "21035ca9-996a-4030-8680-cf0723d2ad82", "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": [{"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": "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.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": {}, "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": "21035ca9-996a-4030-8680-cf0723d2ad82", "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": [{"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": "f17a0cf4-456e-474e-9986-23f61ec78b01", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "5ff72cdf-d175-49ef-a991-619aa458a2ff", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema provides no column or table representing an organization's booking or hedging policy, so the cohort cannot be derived from the available gold/pipedrive schema.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No 'booking policy' or 'hedging policy' c", "prompt_sha256": "0f1d2739a3af5633", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "0f1d2739a3af5633", "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": "error", "pivot": null, "query_id": "21035ca9-996a-4030-8680-cf0723d2ad82", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-21035ca9-996a-4030-8680-cf0723d2ad82", "trace_snapshot": {"job": {"job_id": "096d246f-30a5-4a47-b2d1-ac172fc27660", "optional_status": "done", "timing": {"base_persistence_ms": 1.2051910161972046, "optional_ms": 66.74542929977179, "queue_ms": 0.0, "required_to_ready_ms": 4061.4648507907987, "submission_ack_ms": 2.2237366065382957, "total_ms": 4128.955536521971}}}, "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_EXECUTION_001"}, "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": 13934.09482948482, "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": 13930.947460234165, "feature_first_useful_ms": 13918.789471499622, "first_useful_ms": 13921.649169176817, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8291167691349983, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.988704152405262, "optional_ms": 55.135250091552734, "queue_ms": 0.0, "required_to_ready_ms": 13605.901108123362, "submission_ack_ms": 11.977152898907661, "total_ms": 13661.45770251751}, "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": "fe02f48b-db3d-41a6-bdd1-fbcf51eccb12", "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": [{"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": "fe02f48b-db3d-41a6-bdd1-fbcf51eccb12", "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": [{"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": "8964d106-e849-4162-86cc-4018aa416120", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "3cf31378-9952-4954-a0e3-fe82a438b2d3", "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 result ('first checked result') and a trade-frequency column in ct.client_360, but no columns are defined in the provided schema, so I cannot construct a valid query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No column info", "prompt_sha256": "1db8f83a69b204b5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "82477883eade48d3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "82477883eade48d3", "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. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "fe02f48b-db3d-41a6-bdd1-fbcf51eccb12", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-fe02f48b-db3d-41a6-bdd1-fbcf51eccb12", "trace_snapshot": {"job": {"job_id": "ac849c0f-97bb-44ee-a407-fd4b977cbfca", "optional_status": "done", "timing": {"base_persistence_ms": 0.988704152405262, "optional_ms": 55.135250091552734, "queue_ms": 0.0, "required_to_ready_ms": 13605.901108123362, "submission_ack_ms": 11.977152898907661, "total_ms": 13661.45770251751}}}, "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_EXECUTION_001"}, "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": 11502.36120633781, "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": 11498.78156464547, "feature_first_useful_ms": 11479.957235045731, "first_useful_ms": 11483.278988860548, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.2893233001232147, "intent_family": "independent11:organization_hedging_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1682799085974693, "optional_ms": 68.38879734277725, "queue_ms": 0.0, "required_to_ready_ms": 11336.37718576938, "submission_ack_ms": 1.390397548675537, "total_ms": 11405.221479013562}, "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": 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": "512140b3-e723-42e5-9ae9-2b88b25dade9", "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": [{"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). 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": "512140b3-e723-42e5-9ae9-2b88b25dade9", "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": [{"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": "f17a0cf4-456e-474e-9986-23f61ec78b01", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "2295cb54-ccfa-4e72-a2c1-d532c9214f7b", "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 result and a 'booking or hedging policy' field, but no such column exists in the provided schema (ct.client_360 columns are not listed and no policy field is documented anywhere).\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n ", "prompt_sha256": "a8eb1acc96df3b4f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "24edec91ce38f483", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "24edec91ce38f483", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people whose organization declares more than one booking or hedging policy 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": "512140b3-e723-42e5-9ae9-2b88b25dade9", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-512140b3-e723-42e5-9ae9-2b88b25dade9", "trace_snapshot": {"job": {"job_id": "3db9cc5d-fe43-491c-b02e-b3a6e5203d94", "optional_status": "done", "timing": {"base_persistence_ms": 1.1682799085974693, "optional_ms": 68.38879734277725, "queue_ms": 0.0, "required_to_ready_ms": 11336.37718576938, "submission_ack_ms": 1.390397548675537, "total_ms": 11405.221479013562}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:person_multi_frequency_declarations:t3:base:repeat1", "case_id": "independent11:person_multi_frequency_declarations:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5525.965947657824, "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": [{"user_id": 31064}, {"user_id": 31062}, {"user_id": 31061}, {"user_id": 31059}, {"user_id": 31058}, {"user_id": 31056}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31052}, {"user_id": 31050}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31046}, {"user_id": 31044}, {"user_id": 31043}, {"user_id": 31041}, {"user_id": 31040}, {"user_id": 31038}, {"user_id": 31037}, {"user_id": 31035}, {"user_id": 31034}, {"user_id": 31032}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31028}, {"user_id": 31026}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31022}, {"user_id": 31020}, {"user_id": 31019}, {"user_id": 31017}, {"user_id": 31016}, {"user_id": 31014}, {"user_id": 31013}, {"user_id": 31011}, {"user_id": 31010}, {"user_id": 31008}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31004}, {"user_id": 31002}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5522.892772220075, "feature_first_useful_ms": 5512.80998531729, "first_useful_ms": 5515.627811662853, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.781275659799576, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.093214429914951, "optional_ms": 77.8997065499425, "queue_ms": 0.0, "required_to_ready_ms": 5225.636345334351, "submission_ack_ms": 1.324986107647419, "total_ms": 5305.634433403611}, "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": "ac3ce467-061e-4919-a999-6e1b4be2d8c0", "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": [{"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": 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.clients.trade_frequency", "columns": ["ct.clients.trade_frequency"], "end": 93, "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": 78, "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": 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"}], "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": "ac3ce467-061e-4919-a999-6e1b4be2d8c0", "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": [{"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": "8964d106-e849-4162-86cc-4018aa416120", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "ee7e27b4-52c4-484a-873e-5533a9aa38ea", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"Cannot generate: the request references 'the first result' (a prior query not available here), and the schema provides no column names for ct.client_360, so 'declared more than one trade frequency' cannot be resolved.\",\n \"confidence\": \"uncertain\",\n \"warning", "prompt_sha256": "971f897b44378dd6", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "60be520007748322", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "60be520007748322", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people who declared more than one trade frequency 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": "ac3ce467-061e-4919-a999-6e1b4be2d8c0", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-ac3ce467-061e-4919-a999-6e1b4be2d8c0", "trace_snapshot": {"job": {"job_id": "99cdabc3-ab20-4bee-a5fd-f1d8d7bf7cc8", "optional_status": "done", "timing": {"base_persistence_ms": 7.093214429914951, "optional_ms": 77.8997065499425, "queue_ms": 0.0, "required_to_ready_ms": 5225.636345334351, "submission_ack_ms": 1.324986107647419, "total_ms": 5305.634433403611}}}, "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_EXECUTION_001"}, "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": 8380.54973538965, "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": 8378.111121244729, "feature_first_useful_ms": 8090.592868626118, "first_useful_ms": 8092.592837288976, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 1.9701579585671425, "intent_family": "independent11:person_multi_frequency_declarations", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.03775055706501, "optional_ms": 65.70145580917597, "queue_ms": 0.0, "required_to_ready_ms": 7977.8374414891005, "submission_ack_ms": 1.6563963145017624, "total_ms": 8044.556891545653}, "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": 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": "95596eaf-28df-40df-a036-ad9919f5d4e1", "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": [{"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. 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": 53, "system": "CT", "text": "trade frequency"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 140, "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": 134, "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": "95596eaf-28df-40df-a036-ad9919f5d4e1", "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": [{"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": "8964d106-e849-4162-86cc-4018aa416120", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "30d7c908-5fbc-4562-a312-c84a624b2e7a", "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 ('third') result set and a 'trade frequency membership' concept that are not defined in the provided schema or context, so no safe SQL can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No prior query results ", "prompt_sha256": "aef1c393200e93c5", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "babae1fb4c2fd263", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "babae1fb4c2fd263", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people who declared more than one trade frequency 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": "95596eaf-28df-40df-a036-ad9919f5d4e1", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-95596eaf-28df-40df-a036-ad9919f5d4e1", "trace_snapshot": {"job": {"job_id": "5bb43285-2fdc-4837-a59f-6f8aff0d95c6", "optional_status": "done", "timing": {"base_persistence_ms": 2.03775055706501, "optional_ms": 65.70145580917597, "queue_ms": 0.0, "required_to_ready_ms": 7977.8374414891005, "submission_ack_ms": 1.6563963145017624, "total_ms": 8044.556891545653}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_hedging_multiple:t3:base:repeat1", "case_id": "independent11:organization_hedging_multiple:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 20764.2686041072, "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": "parse", "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": 20761.394585482776, "feature_first_useful_ms": 20491.75121728331, "first_useful_ms": 20494.15571987629, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3720422759652138, "intent_family": "independent11:organization_hedging_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.7918266132473946, "optional_ms": 68.54286231100559, "queue_ms": 0.0, "required_to_ready_ms": 20382.804840803146, "submission_ack_ms": 1.6811676323413849, "total_ms": 20451.852520927787}, "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": 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": "00f364b1-9402-464b-840d-ecdc62cc7809", "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": [{"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": 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": 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": "00f364b1-9402-464b-840d-ecdc62cc7809", "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": [{"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": "f17a0cf4-456e-474e-9986-23f61ec78b01", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try using specific metric names like 'MRR' or 'revenue'", "error_type": "parse", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "47aebd54-90ee-4851-898c-70c33fbc78ac", "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": "c4d2bafe8310d84e", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema provides no columns for booking or hedging policy on organizations, and tables are listed without columns, so the filter cannot be built.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No 'booking/hedging policy' column exists in the provided schem", "prompt_sha256": "94febbd952d3e352", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The provided schema lists table names only (no columns), and there is no identifiable column or field-dictionary entry defining 'booking or hedging policy' on organizations, so I cannot confidently map the question to a real column.\",\n \"confidence\": \"uncerta", "prompt_sha256": "4e8163c6879ec3f6", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4e8163c6879ec3f6", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people whose organization declares more than one booking or hedging policy 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": "00f364b1-9402-464b-840d-ecdc62cc7809", "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": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "I couldn't understand that query. Try rephrasing it or using simpler terms.", "raw_error_type": "parse", "raw_status": "error", "reason_code": "BI_PARSE_001", "suggested_rephrase": "Try using specific metric names like 'MRR' or 'revenue'"}, "time_window": null, "trace_id": "7696f6008b2e896c54e34ec081289730", "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": "7696f6008b2e896c54e34ec081289730", "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": "1dd2f6b8-70fa-4197-90bb-2dcfbf313fca", "optional_status": "done", "timing": {"base_persistence_ms": 2.7918266132473946, "optional_ms": 68.54286231100559, "queue_ms": 0.0, "required_to_ready_ms": 20382.804840803146, "submission_ack_ms": 1.6811676323413849, "total_ms": 20451.852520927787}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6008b2e896c54e34ec081289730", "was_slow": false}, "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_PARSE_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_hedging_multiple:t4:base:repeat1", "case_id": "independent11:organization_hedging_multiple:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6469.089368358254, "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": 6466.197217814624, "feature_first_useful_ms": 6169.4151144474745, "first_useful_ms": 6171.997914090753, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.55642831325531, "intent_family": "independent11:organization_hedging_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.7135081365704536, "optional_ms": 79.55395430326462, "queue_ms": 0.0, "required_to_ready_ms": 6046.235287562013, "submission_ack_ms": 1.643727533519268, "total_ms": 6126.75083335489}, "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: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": "bbdf0062-45d2-42bc-b085-1b1da312b7b9", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": 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": "bbdf0062-45d2-42bc-b085-1b1da312b7b9", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "f17a0cf4-456e-474e-9986-23f61ec78b01", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT accounts.id AS user_id FROM public.accounts LIMIT 0"}, {"source": "gold", "sql": "SELECT 0 AS client_count LIMIT 10000"}]}, "generated_sql": null, "generated_sql_pretty": null, "id": "04e495d3-2c5e-4a20-a034-2c92b9496260", "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": "fa2feb121d89514a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8b9a109b4af5aee1", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8b9a109b4af5aee1", "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": "error", "pivot": null, "query_id": "bbdf0062-45d2-42bc-b085-1b1da312b7b9", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedGoldUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The query failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-bbdf0062-45d2-42bc-b085-1b1da312b7b9", "trace_snapshot": {"job": {"job_id": "2326d0e1-8a5f-4a8d-b95a-d4ec7cc037bf", "optional_status": "done", "timing": {"base_persistence_ms": 3.7135081365704536, "optional_ms": 79.55395430326462, "queue_ms": 0.0, "required_to_ready_ms": 6046.235287562013, "submission_ack_ms": 1.643727533519268, "total_ms": 6126.75083335489}}}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 19493.596544489264, "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": 19490.197006613016, "feature_first_useful_ms": 19476.14178340882, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 19479.254050180316, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0814260244369507, "intent_family": "independent11:org_contact_without_website", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.804716445505619, "first_useful_ms": 19170.403338968754, "optional_ms": 65.9994063898921, "queue_ms": 0.0, "required_to_ready_ms": 19170.403338968754, "submission_ack_ms": 1.6820989549160004, "total_ms": 19238.49545698613}, "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": "0bb494a5-2a5e-4d44-ac47-9f1613885a5d", "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": [{"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.linkedin", "columns": ["pipedrive.organizations.linkedin"], "end": 71, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "linkedin", "multi": false, "options": [], "phrase": "linkedin", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 63, "system": "PD", "text": "LinkedIn"}, {"clarify_case": null, "column": "pipedrive.organizations.website", "columns": ["pipedrive.organizations.website"], "end": 91, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "website", "multi": false, "options": [], "phrase": "website", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 84, "system": "PD", "text": "website"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 112, "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": 105, "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": 151, "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": 142, "system": "PD", "text": "person 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, "unit": null, "value_class": null}], "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": "0bb494a5-2a5e-4d44-ac47-9f1613885a5d", "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": [{"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": "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": "c32b5057-e09b-4886-abc0-3872cbab59c2", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 13.8}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "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(o.linkedin, '') <> '' AND (o.website IS NULL OR o.website = '') 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(o.linkedin, '') <> '' AND (\n o.website IS NULL OR o.website = ''\n )\nORDER BY\n 1\nLIMIT 10000", "id": "17290710-3262-4722-9a92-180e0fab8097", "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": "3754cf204dec7b95", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "2b7f95606f262daa", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "18096d65af05dfa8", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "18096d65af05dfa8", "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.", "pivot": null, "query_id": "0bb494a5-2a5e-4d44-ac47-9f1613885a5d", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6008f755fc2bce7412c8e0a6a04", "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": "7696f6008f755fc2bce7412c8e0a6a04", "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": "abcfb164-50bb-4f3a-be22-cbfa863b9dab", "optional_status": "done", "timing": {"base_persistence_ms": 4.804716445505619, "first_useful_ms": 19170.403338968754, "optional_ms": 65.9994063898921, "queue_ms": 0.0, "required_to_ready_ms": 19170.403338968754, "submission_ack_ms": 1.6820989549160004, "total_ms": 19238.49545698613}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.04, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 19.35, "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": 1.81, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6008f755fc2bce7412c8e0a6a04", "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:deal_assignment_override:t1:base:repeat1", "case_id": "independent11:deal_assignment_override:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 16294.992473907769, "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": "validation", "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": 16290.90014193207, "feature_first_useful_ms": 16278.255234472454, "first_useful_ms": 16282.062957063317, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.774811513721943, "intent_family": "independent11:deal_assignment_override", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.1745489686727524, "optional_ms": 71.52012828737497, "queue_ms": 0.0, "required_to_ready_ms": 16135.482471436262, "submission_ack_ms": 1.7145788297057152, "total_ms": 16208.217839710414}, "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": "7bb85d48-6346-4e72-96e8-3a5d850ac232", "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": [{"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": "pipedrive.activities.id", "columns": ["pipedrive.activities.id"], "end": 53, "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": 45, "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": 94, "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": 89, "system": "PD", "text": "owner"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 127, "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": 120, "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": 166, "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": 157, "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": "7bb85d48-6346-4e72-96e8-3a5d850ac232", "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": [{"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": "2ae3d2a8-1f84-4b39-af5b-fa3de48c6632", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT a.person_id AS user_id FROM activities AS a JOIN deals AS d ON d.id = a.deal_id WHERE NOT a.person_id IS NULL AND a.assigned_to_name IS DISTINCT FROM d.owner_name ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.person_id AS user_id\nFROM activities AS a\nJOIN deals AS d\n ON d.id = a.deal_id\nWHERE\n NOT a.person_id IS NULL AND a.assigned_to_name IS DISTINCT FROM d.owner_name\nORDER BY\n 1\nLIMIT 10000", "id": "adf9c7b2-86d5-4f00-880e-bb354bd9d916", "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": "ec2169401a031d3c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e9333eef9da43e79", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e9333eef9da43e79", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with an activity assigned to someone other than the owner of its deal. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "7bb85d48-6346-4e72-96e8-3a5d850ac232", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f6000518327de4ef4e079decf01a", "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": "7696f6000518327de4ef4e079decf01a", "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": "4c980470-756e-4817-ab30-78c65c09c6dc", "optional_status": "done", "timing": {"base_persistence_ms": 3.1745489686727524, "optional_ms": 71.52012828737497, "queue_ms": 0.0, "required_to_ready_ms": 16135.482471436262, "submission_ack_ms": 1.7145788297057152, "total_ms": 16208.217839710414}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6000518327de4ef4e079decf01a", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:org_contact_without_website:t2:base:repeat1", "case_id": "independent11:org_contact_without_website:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 15545.454532839358, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 24}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 15542.803719639778, "feature_first_useful_ms": 15525.309775955975, "first_useful_ms": 15527.680498547852, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3425016552209854, "intent_family": "independent11:org_contact_without_website", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 11.553007178008556, "optional_ms": 58.7014751508832, "queue_ms": 0.0, "required_to_ready_ms": 15224.605604074895, "submission_ack_ms": 1.5984950587153435, "total_ms": 15284.826451912522}, "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:org_contact_without_website: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": "5cc1afea-a032-4d4d-aaf9-16f84a0c1cd9", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "pipedrive.organizations.linkedin", "columns": ["pipedrive.organizations.linkedin"], "end": 67, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "linkedin", "multi": false, "options": [], "phrase": "linkedin", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 59, "system": "PD", "text": "LinkedIn"}, {"clarify_case": null, "column": "pipedrive.organizations.website", "columns": ["pipedrive.organizations.website"], "end": 87, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "website", "multi": false, "options": [], "phrase": "website", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 80, "system": "PD", "text": "website"}, {"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": "5cc1afea-a032-4d4d-aaf9-16f84a0c1cd9", "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": [{"freshness": "unknown", "label": "query_source", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": 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": "c32b5057-e09b-4886-abc0-3872cbab59c2", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Retry after CT data is available.", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": {"kind": "error", "sources": [{"source": "ct", "sql": "SELECT COUNT(DISTINCT a.id)::numeric AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE"}, {"source": "gold", "sql": "SELECT c.user_id, COALESCE(COUNT(DISTINCT pe.id) FILTER (WHERE o.linkedin IS NOT NULL AND o.website IS NULL), 0) 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, "id": "10b5d506-7f16-4b7f-b8e1-9ddde2a99b79", "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": "0642cb7c1ce74c8f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e8c6228ba16262a0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e8c6228ba16262a0", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people at an organization with a LinkedIn page and no website 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": "5cc1afea-a032-4d4d-aaf9-16f84a0c1cd9", "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": false, "evidence": "original_error_metadata", "exception_type": "FederatedCtUnavailableError", "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "CT data unavailable: the CT leg returned no join key 'user_id'; a whole-book result cannot answer the selected cohort", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_FEDERATION_CT_UNAVAILABLE", "suggested_rephrase": "Retry after CT data is available."}, "time_window": null, "trace_id": "federated-5cc1afea-a032-4d4d-aaf9-16f84a0c1cd9", "trace_snapshot": {"job": {"job_id": "1b5ee2c4-6724-4bf0-8a0f-dde5036645c0", "optional_status": "done", "timing": {"base_persistence_ms": 11.553007178008556, "optional_ms": 58.7014751508832, "queue_ms": 0.0, "required_to_ready_ms": 15224.605604074895, "submission_ack_ms": 1.5984950587153435, "total_ms": 15284.826451912522}}}, "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": null, "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:deal_assignment_override:t2:base:repeat1", "case_id": "independent11:deal_assignment_override:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9076.950628310442, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9074.104350991547, "feature_first_useful_ms": 9049.372497946024, "first_useful_ms": 9051.917785778642, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5092363357543945, "intent_family": "independent11:deal_assignment_override", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.1158483102917671, "optional_ms": 65.91360364109278, "queue_ms": 0.0, "required_to_ready_ms": 8896.079610101879, "submission_ack_ms": 1.3785669580101967, "total_ms": 8962.477770633996}, "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:deal_assignment_override: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": "ffaeaa9d-fe99-48db-bd04-c732aba44cab", "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": [{"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.activities.id", "columns": ["pipedrive.activities.id"], "end": 49, "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": 41, "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": 90, "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": 85, "system": "PD", "text": "owner"}, {"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": [], "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": "ffaeaa9d-fe99-48db-bd04-c732aba44cab", "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": [{"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": "2ae3d2a8-1f84-4b39-af5b-fa3de48c6632", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "1d633cb1-88e0-4be3-a369-cd2d4e5df586", "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\": \"I cannot confidently generate this query: the request references a prior ('first checked') result I don't have, and the schema lists no columns for ct.client_360, so I cannot build the required gold-leg projection of user_id plus gold fields or correctly reso", "prompt_sha256": "2a21f847567ba0d6", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "2a21f847567ba0d6", "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. Keep that membership and return zero if it is empty.", "outcome": "error", "pivot": null, "query_id": "ffaeaa9d-fe99-48db-bd04-c732aba44cab", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-ffaeaa9d-fe99-48db-bd04-c732aba44cab", "trace_snapshot": {"job": {"job_id": "9c8d93ea-9a4e-4af0-a53a-e9c6f1c55f81", "optional_status": "done", "timing": {"base_persistence_ms": 1.1158483102917671, "optional_ms": 65.91360364109278, "queue_ms": 0.0, "required_to_ready_ms": 8896.079610101879, "submission_ack_ms": 1.3785669580101967, "total_ms": 8962.477770633996}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:org_contact_without_website:t3:base:repeat1", "case_id": "independent11:org_contact_without_website:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14282.96871110797, "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": 31063}, {"user_id": 31061}, {"user_id": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 14279.525962658226, "feature_first_useful_ms": 14256.934433244169, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 14260.063691064715, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.099377267062664, "intent_family": "independent11:org_contact_without_website", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.577344723045826, "first_useful_ms": 13952.395405620337, "optional_ms": 56.99590686708689, "queue_ms": 0.0, "required_to_ready_ms": 13952.395405620337, "submission_ack_ms": 2.1375035867094994, "total_ms": 14010.262492112815}, "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:org_contact_without_website: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": "341d2230-1ddd-4f78-8806-824ad828c095", "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": [{"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": "pipedrive.organizations.linkedin", "columns": ["pipedrive.organizations.linkedin"], "end": 85, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "linkedin", "multi": false, "options": [], "phrase": "linkedin", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 77, "system": "PD", "text": "LinkedIn"}, {"clarify_case": null, "column": "pipedrive.organizations.website", "columns": ["pipedrive.organizations.website"], "end": 105, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "website", "multi": false, "options": [], "phrase": "website", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 98, "system": "PD", "text": "website"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 160, "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": 153, "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, "unit": null, "value_class": null}], "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": "341d2230-1ddd-4f78-8806-824ad828c095", "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": [{"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": "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": "c32b5057-e09b-4886-abc0-3872cbab59c2", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 13.8}, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "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(o.linkedin, '') <> '' AND (o.website IS NULL OR o.website = '') ORDER BY 1 DESC 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(o.linkedin, '') <> '' AND (\n o.website IS NULL OR o.website = ''\n )\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "f7b6f9db-1834-4269-8d88-0c5038ab97c0", "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": "04ae682b153c1c2b", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "03aa3c093ec84ac4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "03aa3c093ec84ac4", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people at an organization with a LinkedIn page and no website from the first result, this time in descending user_id order. Keep every member and show only user_id.", "pivot": null, "query_id": "341d2230-1ddd-4f78-8806-824ad828c095", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f600cdef61e242514b108b125c32", "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": "7696f600cdef61e242514b108b125c32", "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": "cc6eb06e-312d-4927-8eef-cab86ba4a9bf", "optional_status": "done", "timing": {"base_persistence_ms": 1.577344723045826, "first_useful_ms": 13952.395405620337, "optional_ms": 56.99590686708689, "queue_ms": 0.0, "required_to_ready_ms": 13952.395405620337, "submission_ack_ms": 2.1375035867094994, "total_ms": 14010.262492112815}}, "row_count": 0, "status": "completed", "timing": {"admission_ms": 0.03, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 20.77, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.01, "sql_execution_ms": 2.12, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600cdef61e242514b108b125c32", "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:deal_assignment_override:t3:base:repeat1", "case_id": "independent11:deal_assignment_override:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12499.62875712663, "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": "validation", "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": 12496.447787620127, "feature_first_useful_ms": 12485.085115768015, "first_useful_ms": 12487.996405921876, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8811590746045113, "intent_family": "independent11:deal_assignment_override", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.955954410135746, "optional_ms": 68.58342699706554, "queue_ms": 0.0, "required_to_ready_ms": 12173.055119812489, "submission_ack_ms": 1.2602834030985832, "total_ms": 12243.247191421688}, "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:deal_assignment_override: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": "efe1aea4-6e87-493a-9be9-27c3cd382cad", "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": [{"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": 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": [], "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": "efe1aea4-6e87-493a-9be9-27c3cd382cad", "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": [{"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": "2ae3d2a8-1f84-4b39-af5b-fa3de48c6632", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT a.person_id AS user_id FROM activities AS a JOIN deals AS d ON d.id = a.deal_id WHERE NOT a.person_id IS NULL AND a.assigned_to_name IS DISTINCT FROM d.owner_name ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n a.person_id AS user_id\nFROM activities AS a\nJOIN deals AS d\n ON d.id = a.deal_id\nWHERE\n NOT a.person_id IS NULL AND a.assigned_to_name IS DISTINCT FROM d.owner_name\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "0e98663d-16b2-4573-9b08-e7d0f9f67173", "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": "1b5eacef960b3201", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5d96f9ab45db1b5f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5d96f9ab45db1b5f", "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": "error", "pivot": null, "query_id": "efe1aea4-6e87-493a-9be9-27c3cd382cad", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f600d65f3dc6c51048c5a2c88a83", "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": "7696f600d65f3dc6c51048c5a2c88a83", "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": "998d3289-7810-4b62-ab5c-38fa646aedca", "optional_status": "done", "timing": {"base_persistence_ms": 7.955954410135746, "optional_ms": 68.58342699706554, "queue_ms": 0.0, "required_to_ready_ms": 12173.055119812489, "submission_ack_ms": 1.2602834030985832, "total_ms": 12243.247191421688}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600d65f3dc6c51048c5a2c88a83", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_assignment_override:t4:base:repeat1", "case_id": "independent11:deal_assignment_override:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6588.4761130437255, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6585.710976272821, "feature_first_useful_ms": 6574.833122082055, "first_useful_ms": 6577.330029569566, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.463226206600666, "intent_family": "independent11:deal_assignment_override", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 9.070303291082382, "optional_ms": 67.62175355106592, "queue_ms": 0.0, "required_to_ready_ms": 6273.944769054651, "submission_ack_ms": 1.6059856861829758, "total_ms": 6343.6168832704425}, "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:deal_assignment_override: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": "ef63c711-d1c7-43a8-a71c-1482b9cc343a", "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": [{"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.activities.id", "columns": ["pipedrive.activities.id"], "end": 42, "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": 34, "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": 83, "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": 78, "system": "PD", "text": "owner"}, {"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": "ef63c711-d1c7-43a8-a71c-1482b9cc343a", "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": [{"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": "2ae3d2a8-1f84-4b39-af5b-fa3de48c6632", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "60c3351d-2f98-4834-9915-0e14280dfe68", "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 question depends on 'the third result' from a prior multi-step query chain whose definition (the specific deal-membership set of people) is not available in this request, so I cannot confidently build the filter.\",\n \"confidence\": \"uncertain\",\n \"warnings", "prompt_sha256": "5cd5c1ee8e249470", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5cd5c1ee8e249470", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with an activity assigned to someone other than the owner of its deal 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": "ef63c711-d1c7-43a8-a71c-1482b9cc343a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-ef63c711-d1c7-43a8-a71c-1482b9cc343a", "trace_snapshot": {"job": {"job_id": "b23dfcda-cc76-4cbf-9cd6-8bdeb86d924c", "optional_status": "done", "timing": {"base_persistence_ms": 9.070303291082382, "optional_ms": 67.62175355106592, "queue_ms": 0.0, "required_to_ready_ms": 6273.944769054651, "submission_ack_ms": 1.6059856861829758, "total_ms": 6343.6168832704425}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 1, "user_id": 11003}, {"client_count": 1, "user_id": 11004}, {"client_count": 1, "user_id": 11005}, {"client_count": 1, "user_id": 11006}, {"client_count": 0, "user_id": 11007}, {"client_count": 1, "user_id": 11008}, {"client_count": 1, "user_id": 11010}, {"client_count": 1, "user_id": 11011}, {"client_count": 1, "user_id": 11012}, {"client_count": 1, "user_id": 11013}, {"client_count": 0, "user_id": 11014}, {"client_count": 1, "user_id": 11015}, {"client_count": 1, "user_id": 11016}, {"client_count": 1, "user_id": 11020}, {"client_count": 0, "user_id": 11021}, {"client_count": 1, "user_id": 11022}, {"client_count": 1, "user_id": 11024}, {"client_count": 1, "user_id": 11025}, {"client_count": 1, "user_id": 11026}, {"client_count": 0, "user_id": 11028}, {"client_count": 1, "user_id": 11030}, {"client_count": 1, "user_id": 11031}, {"client_count": 1, "user_id": 11032}, {"client_count": 1, "user_id": 11033}, {"client_count": 0, "user_id": 11035}, {"client_count": 1, "user_id": 11037}, {"client_count": 1, "user_id": 11039}, {"client_count": 1, "user_id": 11040}, {"client_count": 1, "user_id": 11041}, {"client_count": 0, "user_id": 11042}, {"client_count": 1, "user_id": 11043}, {"client_count": 1, "user_id": 11044}, {"client_count": 1, "user_id": 11047}, {"client_count": 1, "user_id": 11048}, {"client_count": 0, "user_id": 11049}, {"client_count": 1, "user_id": 11050}, {"client_count": 1, "user_id": 11052}, {"client_count": 1, "user_id": 11053}, {"client_count": 1, "user_id": 11055}, {"client_count": 0, "user_id": 11056}, {"client_count": 1, "user_id": 11059}, {"client_count": 1, "user_id": 11060}, {"client_count": 1, "user_id": 11061}, {"client_count": 1, "user_id": 11062}, {"client_count": 1, "user_id": 11064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:org_contact_without_website:t4:base:repeat1", "case_id": "independent11:org_contact_without_website:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13786.86857316643, "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": [{"client_count": 24}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13782.308045774698, "feature_first_useful_ms": 7989.373963326216, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 7992.756789550185, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.342553973197937, "intent_family": "independent11:org_contact_without_website", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.9641936048865318, "first_useful_ms": 7767.929702065885, "optional_ms": 5832.06074219197, "queue_ms": 0.0, "required_to_ready_ms": 7767.929702065885, "submission_ack_ms": 2.4306243285536766, "total_ms": 13600.482130423188}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "45 user_id rows returned, with the top rows shown carrying a client_count of 1 and a few at zero", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "silent_wrong", "parent_case_id": "independent11:org_contact_without_website:t3", "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": "383982bd-55fd-4d68-882e-54cb5ca127b8", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "Keep the Pipedrive people at an organization with ...", "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": 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": "pipedrive.organizations.linkedin", "columns": ["pipedrive.organizations.linkedin"], "end": 60, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "linkedin", "multi": false, "options": [], "phrase": "linkedin", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 52, "system": "PD", "text": "LinkedIn"}, {"clarify_case": null, "column": "pipedrive.organizations.website", "columns": ["pipedrive.organizations.website"], "end": 80, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "website", "multi": false, "options": [], "phrase": "website", "residence": "PD-gold", "samples": [], "source": "ct-pd schema.md", "source_selector": "gold", "start": 73, "system": "PD", "text": "website"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 152, "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": 146, "system": "CT", "text": "client"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "", "derived_columns": ["user_id", "client_count"], "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"], "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, "unit": null, "value_class": "id"}, {"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": "pd_pipeline", "name": "client_count", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "count"}], "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": "383982bd-55fd-4d68-882e-54cb5ca127b8", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "c32b5057-e09b-4886-abc0-3872cbab59c2", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [[11003, 1], [11004, 1], [11005, 1], [11006, 1], [11007, 0], [11008, 1], [11010, 1], [11011, 1], [11012, 1], [11013, 1], [11014, 0], [11015, 1], [11016, 1], [11020, 1], [11021, 0], [11022, 1], [11024, 1], [11025, 1], [11026, 1], [11028, 0], [11030, 1], [11031, 1], [11032, 1], [11033, 1], [11035, 0], [11037, 1], [11039, 1], [11040, 1], [11041, 1], [11042, 0], [11043, 1], [11044, 1], [11047, 1], [11048, 1], [11049, 0], [11050, 1], [11052, 1], [11053, 1], [11055, 1], [11056, 0], [11059, 1], [11060, 1], [11061, 1], [11062, 1], [11064, 1]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 69.92036197334528, "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": 45, "output_rows": 45, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "high", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "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)::int AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id AND pe.pd_is_ct_employee IS NOT TRUE LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id AND o.linkedin IS NOT NULL AND (o.website IS NULL OR o.website = '') GROUP BY 1", "trace_id": "7696f60039011a76e642427585f0e1a3", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "measure_class": "ct_realized", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 54, "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 a.role = 'User' AND NOT a.skip_commission_calculations IS TRUE LIMIT 10000", "trace_id": "7696f600897cc00225ba4e76ba1c6e0a", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "4ea2e3a5-19ad-4a16-a9a5-0ec1a76823a1", "insight_assumptions": ["client_count counts Pipedrive persons joined to the user's organisations with a non-null LinkedIn page and an empty or null website", "Excludes persons flagged as CT employees (pd_is_ct_employee is not true)"], "insight_follow_ups": ["Which users have the highest client_count?", "List the Pipedrive person IDs behind each user_id in this group"], "insight_headline": "45 user_id rows returned, with the top rows shown carrying a client_count of 1 and a few at zero", "insight_notes": ["client_count is a per-user_id count of distinct Pipedrive person IDs; 45 rows counts users, not clients", "The top rows shown are mostly 1 with occasional 0s; the remaining rows are not visible so no total client_count can be stated"], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4e4d204486133d18", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "6acafbec0692c9e4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "6acafbec0692c9e4", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people at an organization with a LinkedIn page and no website membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "pivot": null, "query_id": "383982bd-55fd-4d68-882e-54cb5ca127b8", "row_count": 45, "shorthands_applied": [], "sql_explanation": {"bullets": ["[Gold / Pipedrive] Start from ct.client_360 and attach matching rows from pipedrive.persons_enriched by matching pe.ct_id to c.user_id, keeping users even without a match.", "[Gold / Pipedrive] Only attach person rows where pd_is_ct_employee is not true (excluding flagged employees); similarly join pipedrive.organizations by org_id only when linkedin is filled in and website is null or empty\u2026", "[Gold / Pipedrive] For each user_id, count the distinct person ids as client_count, converted to a whole number.", "[CT Ledger] Separately, list account ids from public.accounts where role = 'User' and skip_commission_calculations is not true, joined to public.clients on the client's user_id matching the account id.", "[CT Ledger] These two lists are merged per user_id: only users passing the account/client eligibility check are kept, and an empty count from the first part is treated as zero."], "model": "glm-5.2", "provider": "zai", "summary": "For each eligible user account, count the distinct Pipedrive people (non-employees at organizations with a LinkedIn page but no website) linked to that user, reporting zero when there are none.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f60038e62a900ffb4aaa9ce68039", "trace_snapshot": {"child_trace_ids": ["7696f60039011a76e642427585f0e1a3", "7696f600897cc00225ba4e76ba1c6e0a"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f60038e62a900ffb4aaa9ce68039", "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": "f3f4d79f-c13b-4d29-8517-87920156330b", "optional_status": "done", "timing": {"base_persistence_ms": 0.9641936048865318, "first_useful_ms": 7767.929702065885, "optional_ms": 5832.06074219197, "queue_ms": 0.0, "required_to_ready_ms": 7767.929702065885, "submission_ack_ms": 2.4306243285536766, "total_ms": 13600.482130423188}}, "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": 3.01, "parse_ms": 0.0, "required_checks_ms": 4.32, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 69.92, "validate_ms": 0.0}, "trace_id": "7696f60038e62a900ffb4aaa9ce68039", "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": ["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:known_external_person_qualification:t1:base:repeat1", "case_id": "independent11:known_external_person_qualification:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 4261.6889122873545, "conversation_case_id": "independent11:known_external_person_qualification: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": 31001}, {"user_id": 31003}, {"user_id": 31009}, {"user_id": 31013}, {"user_id": 31021}, {"user_id": 31022}, {"user_id": 31027}, {"user_id": 31033}, {"user_id": 31034}, {"user_id": 31037}, {"user_id": 31039}, {"user_id": 31046}, {"user_id": 31049}, {"user_id": 31051}, {"user_id": 31057}, {"user_id": 31058}, {"user_id": 31061}, {"user_id": 31063}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 4258.3052748814225, "feature_first_useful_ms": 4244.317292235792, "first_useful_ms": 4247.279925271869, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.9342416673898697, "intent_family": "independent11:known_external_person_qualification", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 4.912729375064373, "optional_ms": 75.25803800672293, "queue_ms": 0.0, "required_to_ready_ms": 3953.303787857294, "submission_ack_ms": 1.554694026708603, "total_ms": 4030.198311433196}, "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": "bb80e02a-f649-46c1-9d77-4b981f0f4166", "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": [{"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.created_at", "columns": ["ct.clients.created_at"], "end": 127, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Client sign-up / registration timestamp.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "signup date", "multi": false, "options": [], "phrase": "clients created at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 116, "system": "CT", "text": "signup date"}, {"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": {}, "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": "bb80e02a-f649-46c1-9d77-4b981f0f4166", "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": [{"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": "0503bddb-5787-4d9a-92f8-cd34a1a1ea49", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "614e40cd-5054-4ada-9ae5-4acc2578551b", "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", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"This question requires Pipedrive person attributes (lead qualification date, non-employee flag) and a Pipedrive person ID, but this connection has no Pipedrive tables and no synced equivalent of those fields.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No ", "prompt_sha256": "72fcc671788cc0ab", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "72fcc671788cc0ab", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people explicitly marked as non-employees whose lead qualification date follows their signup date. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "bb80e02a-f649-46c1-9d77-4b981f0f4166", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-bb80e02a-f649-46c1-9d77-4b981f0f4166", "trace_snapshot": {"job": {"job_id": "5686bc53-ccf1-4c29-a94b-374ab3a14068", "optional_status": "done", "timing": {"base_persistence_ms": 4.912729375064373, "optional_ms": 75.25803800672293, "queue_ms": 0.0, "required_to_ready_ms": 3953.303787857294, "submission_ack_ms": 1.554694026708603, "total_ms": 4030.198311433196}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:note_author_deal_owner_difference:t1:base:repeat1", "case_id": "independent11:note_author_deal_owner_difference:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11365.413707681, "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": "validation", "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": 11360.532878898084, "feature_first_useful_ms": 11345.637894235551, "first_useful_ms": 11350.29673576355, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.6214694157242775, "intent_family": "independent11:note_author_deal_owner_difference", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 5.047215148806572, "optional_ms": 65.02665486186743, "queue_ms": 0.0, "required_to_ready_ms": 11049.13460277021, "submission_ack_ms": 1.7245793715119362, "total_ms": 11115.627377294004}, "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": "a7a08fff-11e4-4786-96df-d333c30f783e", "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": [{"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": "pipedrive.deals.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 107, "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": 102, "system": "PD", "text": "owner"}, {"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": "a7a08fff-11e4-4786-96df-d333c30f783e", "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": [{"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": "c7d51b1e-dce7-4c81-ba68-c9deeef179f4", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.id AS user_id FROM persons AS p JOIN deals AS d ON d.person_id = p.id AND d.status = 'open' JOIN notes AS n ON n.deal_id = d.id AND user_id <> user_id ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n p.id AS user_id\nFROM persons AS p\nJOIN deals AS d\n ON d.person_id = p.id AND d.status = 'open'\nJOIN notes AS n\n ON n.deal_id = d.id AND user_id <> user_id\nORDER BY\n 1\nLIMIT 10000", "id": "dbbc5d07-c12e-452f-878d-970a1aaed4e8", "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": "a8b601a18879fb27", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b4967ded0074be78", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b4967ded0074be78", "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": "error", "pivot": null, "query_id": "a7a08fff-11e4-4786-96df-d333c30f783e", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f600734c29b16f344b2ba5005e50", "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": "7696f600734c29b16f344b2ba5005e50", "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": "6ba00446-ec32-4d35-b31a-e9cbdd06f796", "optional_status": "done", "timing": {"base_persistence_ms": 5.047215148806572, "optional_ms": 65.02665486186743, "queue_ms": 0.0, "required_to_ready_ms": 11049.13460277021, "submission_ack_ms": 1.7245793715119362, "total_ms": 11115.627377294004}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600734c29b16f344b2ba5005e50", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_external_person_qualification:t2:base:repeat1", "case_id": "independent11:known_external_person_qualification:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5286.477415822446, "conversation_case_id": "independent11:known_external_person_qualification: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": 18}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 5283.512342721224, "feature_first_useful_ms": 5274.132369086146, "first_useful_ms": 5276.81730221957, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4505751207470894, "intent_family": "independent11:known_external_person_qualification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.022744320333004, "optional_ms": 63.07590752840042, "queue_ms": 0.0, "required_to_ready_ms": 4981.797738932073, "submission_ack_ms": 2.069542184472084, "total_ms": 5045.312602072954}, "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:known_external_person_qualification: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": "5cd2c596-c393-4f20-b118-31d97c21a539", "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": [{"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.created_at", "columns": ["ct.clients.created_at"], "end": 123, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Client sign-up / registration timestamp.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "signup date", "multi": false, "options": [], "phrase": "clients created at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 112, "system": "CT", "text": "signup date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 190, "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": 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": "5cd2c596-c393-4f20-b118-31d97c21a539", "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": [{"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": "0503bddb-5787-4d9a-92f8-cd34a1a1ea49", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "d226fe99-55fe-458e-ac37-e85cb4595ff4", "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}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The question depends on Pipedrive-only fields (non-employee flag, lead qualification date) that do not exist on this CT-only connection, so the membership cannot be derived here.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"This connection has no Piped", "prompt_sha256": "79a377c482baf684", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "79a377c482baf684", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people explicitly marked as non-employees whose lead qualification date follows their signup date 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": "5cd2c596-c393-4f20-b118-31d97c21a539", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-5cd2c596-c393-4f20-b118-31d97c21a539", "trace_snapshot": {"job": {"job_id": "c7027620-7ed2-476d-b744-efc16546995e", "optional_status": "done", "timing": {"base_persistence_ms": 3.022744320333004, "optional_ms": 63.07590752840042, "queue_ms": 0.0, "required_to_ready_ms": 4981.797738932073, "submission_ack_ms": 2.069542184472084, "total_ms": 5045.312602072954}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:note_author_deal_owner_difference:t2:base:repeat1", "case_id": "independent11:note_author_deal_owner_difference:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 9534.418758936226, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 9531.461938284338, "feature_first_useful_ms": 9520.867981947958, "first_useful_ms": 9523.555873893201, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6596710085868835, "intent_family": "independent11:note_author_deal_owner_difference", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.4704701974987984, "optional_ms": 59.89387724548578, "queue_ms": 0.0, "required_to_ready_ms": 9230.351232923567, "submission_ack_ms": 1.8225116655230522, "total_ms": 9291.035986505449}, "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:note_author_deal_owner_difference: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": "bf4ba7f9-50e4-41ba-9b5b-9cae571afb9c", "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": [{"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.owner_id", "columns": ["pipedrive.deals.owner_id", "pipedrive.field_dict.organization.owner_id", "pipedrive.field_dict.person.owner_id"], "end": 103, "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": 98, "system": "PD", "text": "owner"}, {"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": [], "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": "bf4ba7f9-50e4-41ba-9b5b-9cae571afb9c", "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": [{"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": "c7d51b1e-dce7-4c81-ba68-c9deeef179f4", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "65dfd6d7-132f-46ff-becc-598be9162baf", "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": "484d7d92097110dd", "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 undefined 'first checked result' membership and a notes/author schema (pipedrive notes table, note-author vs deal-owner columns) that is not present in the provided schema, so no faithful query can be generated.\",\n \"confidence\": \"un", "prompt_sha256": "94e80354f81eb438", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "94e80354f81eb438", "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": "error", "pivot": null, "query_id": "bf4ba7f9-50e4-41ba-9b5b-9cae571afb9c", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-bf4ba7f9-50e4-41ba-9b5b-9cae571afb9c", "trace_snapshot": {"job": {"job_id": "f2482b65-eecf-4aca-807a-9cb337ebe7a2", "optional_status": "done", "timing": {"base_persistence_ms": 3.4704701974987984, "optional_ms": 59.89387724548578, "queue_ms": 0.0, "required_to_ready_ms": 9230.351232923567, "submission_ack_ms": 1.8225116655230522, "total_ms": 9291.035986505449}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client": "Fictional Partner 4", "client_type": "unknown", "signup_date": null, "user_id": 11904}, {"client": "Fictional Partner 3", "client_type": "unknown", "signup_date": null, "user_id": 11903}, {"client": "Fictional Partner 2", "client_type": "unknown", "signup_date": null, "user_id": 11902}, {"client": "Fictional Partner 1", "client_type": "unknown", "signup_date": null, "user_id": 11901}, {"client": "Manager2 Synthetic", "client_type": "unknown", "signup_date": null, "user_id": 11802}, {"client": "Manager1 Synthetic", "client_type": "unknown", "signup_date": null, "user_id": 11801}, {"client": "Fictional Company 64", "client_type": "cfx (corporate)", "signup_date": "2026-08-15", "user_id": 11064}, {"client": "Synthetic63 Client", "client_type": "pfx (private)", "signup_date": "2026-07-31", "user_id": 11063}, {"client": "Fictional Company 62", "client_type": "unknown", "signup_date": "2026-09-01", "user_id": 11062}, {"client": "Fictional Company 61", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11061}, {"client": "Fictional Company 60", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11060}, {"client": "Fictional Company 59", "client_type": "cfx (corporate)", "signup_date": "2026-09-05", "user_id": 11059}, {"client": "Fictional Company 58", "client_type": "cfx (corporate)", "signup_date": "2026-06-01", "user_id": 11058}, {"client": "Fictional Company 57", "client_type": "cfx (corporate)", "signup_date": "2024-02-29", "user_id": 11057}, {"client": "Fictional Company 56", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11056}, {"client": "Fictional Company 55", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11055}, {"client": "Synthetic54 Client", "client_type": "pfx (private)", "signup_date": "2026-03-29", "user_id": 11054}, {"client": "Fictional Company 53", "client_type": "unknown", "signup_date": "2026-03-29", "user_id": 11053}, {"client": "Fictional Company 52", "client_type": "cfx (corporate)", "signup_date": "2026-08-15", "user_id": 11052}, {"client": "Fictional Company 51", "client_type": "cfx (corporate)", "signup_date": "2026-07-31", "user_id": 11051}, {"client": "Fictional Company 50", "client_type": "cfx (corporate)", "signup_date": "2026-09-01", "user_id": 11050}, {"client": "Fictional Company 49", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11049}, {"client": "Fictional Company 48", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11048}, {"client": "Fictional Company 47", "client_type": "cfx (corporate)", "signup_date": "2026-09-05", "user_id": 11047}, {"client": "Fictional Company 46", "client_type": "cfx (corporate)", "signup_date": "2026-06-01", "user_id": 11046}, {"client": "Synthetic45 Client", "client_type": "pfx (private)", "signup_date": "2024-02-29", "user_id": 11045}, {"client": "Fictional Company 44", "client_type": "unknown", "signup_date": "2025-10-26", "user_id": 11044}, {"client": "Fictional Company 43", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11043}, {"client": "Fictional Company 42", "client_type": "cfx (corporate)", "signup_date": "2026-03-29", "user_id": 11042}, {"client": "Fictional Company 41", "client_type": "cfx (corporate)", "signup_date": "2026-03-29", "user_id": 11041}, {"client": "Fictional Company 40", "client_type": "cfx (corporate)", "signup_date": "2026-08-15", "user_id": 11040}, {"client": "Fictional Company 39", "client_type": "cfx (corporate)", "signup_date": "2026-07-31", "user_id": 11039}, {"client": "Fictional Company 38", "client_type": "cfx (corporate)", "signup_date": "2026-09-01", "user_id": 11038}, {"client": "Fictional Company 37", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11037}, {"client": "Synthetic36 Client", "client_type": "pfx (private)", "signup_date": "2026-08-31", "user_id": 11036}, {"client": "Fictional Company 35", "client_type": "unknown", "signup_date": "2026-09-05", "user_id": 11035}, {"client": "Fictional Company 34", "client_type": "cfx (corporate)", "signup_date": "2026-06-01", "user_id": 11034}, {"client": "Fictional Company 33", "client_type": "cfx (corporate)", "signup_date": "2024-02-29", "user_id": 11033}, {"client": "Fictional Company 32", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11032}, {"client": "Fictional Company 31", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11031}, {"client": "Fictional Company 30", "client_type": "cfx (corporate)", "signup_date": "2026-03-29", "user_id": 11030}, {"client": "Fictional Company 29", "client_type": "cfx (corporate)", "signup_date": "2026-03-29", "user_id": 11029}, {"client": "Fictional Company 28", "client_type": "cfx (corporate)", "signup_date": "2026-08-15", "user_id": 11028}, {"client": "Synthetic27 Client", "client_type": "pfx (private)", "signup_date": "2026-07-31", "user_id": 11027}, {"client": "Fictional Company 26", "client_type": "unknown", "signup_date": "2026-09-01", "user_id": 11026}, {"client": "Fictional Company 25", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11025}, {"client": "Fictional Company 24", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11024}, {"client": "Fictional Company 23", "client_type": "cfx (corporate)", "signup_date": "2026-09-05", "user_id": 11023}, {"client": "Fictional Company 22", "client_type": "cfx (corporate)", "signup_date": "2026-06-01", "user_id": 11022}, {"client": "Fictional Company 21", "client_type": "cfx (corporate)", "signup_date": "2024-02-29", "user_id": 11021}, {"client": "Fictional Company 20", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11020}, {"client": "Fictional Company 19", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11019}, {"client": "Synthetic18 Client", "client_type": "pfx (private)", "signup_date": "2026-03-29", "user_id": 11018}, {"client": "Fictional Company 17", "client_type": "unknown", "signup_date": "2026-03-29", "user_id": 11017}, {"client": "Fictional Company 16", "client_type": "cfx (corporate)", "signup_date": "2026-08-15", "user_id": 11016}, {"client": "Fictional Company 15", "client_type": "cfx (corporate)", "signup_date": "2026-07-31", "user_id": 11015}, {"client": "Fictional Company 14", "client_type": "cfx (corporate)", "signup_date": "2026-09-01", "user_id": 11014}, {"client": "Fictional Company 13", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11013}, {"client": "Fictional Company 12", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 11012}, {"client": "Fictional Company 11", "client_type": "cfx (corporate)", "signup_date": "2026-09-05", "user_id": 11011}, {"client": "Fictional Company 10", "client_type": "cfx (corporate)", "signup_date": "2026-06-01", "user_id": 11010}, {"client": "Synthetic9 Client", "client_type": "pfx (private)", "signup_date": "2024-02-29", "user_id": 11009}, {"client": "Fictional Company 8", "client_type": "unknown", "signup_date": "2025-10-26", "user_id": 11008}, {"client": "Fictional Company 7", "client_type": "cfx (corporate)", "signup_date": "2025-10-26", "user_id": 11007}, {"client": "Fictional Company 6", "client_type": "cfx (corporate)", "signup_date": "2026-03-29", "user_id": 11006}, {"client": "Fictional Company 5", "client_type": "cfx (corporate)", "signup_date": "2026-03-29", "user_id": 11005}, {"client": "Fictional Company 4", "client_type": "cfx (corporate)", "signup_date": "2026-08-15", "user_id": 11004}, {"client": "Fictional Company 3", "client_type": "cfx (corporate)", "signup_date": "2026-07-31", "user_id": 11003}, {"client": "Fictional Company 1", "client_type": "cfx (corporate)", "signup_date": "2026-08-31", "user_id": 9871}, {"client": "Fictional Company 2", "client_type": "cfx (corporate)", "signup_date": "2026-09-01", "user_id": 1090}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:known_external_person_qualification:t3:base:repeat1", "case_id": "independent11:known_external_person_qualification:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12557.44287930429, "conversation_case_id": "independent11:known_external_person_qualification: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": 31058}, {"user_id": 31057}, {"user_id": 31051}, {"user_id": 31049}, {"user_id": 31046}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31034}, {"user_id": 31033}, {"user_id": 31027}, {"user_id": 31022}, {"user_id": 31021}, {"user_id": 31013}, {"user_id": 31009}, {"user_id": 31003}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 12553.050907328725, "feature_first_useful_ms": 9129.512898623943, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 9132.11957924068, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5736382231116295, "intent_family": "independent11:known_external_person_qualification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.041697226464748, "first_useful_ms": 8832.62151107192, "optional_ms": 3512.71896623075, "queue_ms": 0.0, "required_to_ready_ms": 8832.62151107192, "submission_ack_ms": 1.5292931348085403, "total_ms": 12346.82469908148}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "70 results \u2014 first client: Fictional Partner 4", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": ["4"]}, "outcome": "silent_wrong", "parent_case_id": "independent11:known_external_person_qualification:t1", "parent_succeeded": false, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 70, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c0b903f4-5c87-4b62-a230-5d414e00e1ba", "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": [{"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.clients.created_at", "columns": ["ct.clients.created_at"], "end": 141, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Client sign-up / registration timestamp.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "signup date", "multi": false, "options": [], "phrase": "clients created at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 130, "system": "CT", "text": "signup date"}, {"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:b6eb10301a30ac1b", "derived_columns": ["user_id", "client", "client_type", "signup_date"], "key_column": "user_id", "key_count": 70, "keys": ["11904", "11903", "11902", "11901", "11802", "11801", "11064", "11063", "11062", "11061", "11060", "11059", "11058", "11057", "11056", "11055", "11054", "11053", "11052", "11051", "11050", "11049", "11048", "11047", "11046", "11045", "11044", "11043", "11042", "11041", "11040", "11039", "11038", "11037", "11036", "11035", "11034", "11033", "11032", "11031", "11030", "11029", "11028", "11027", "11026", "11025", "11024", "11023", "11022", "11021", "11020", "11019", "11018", "11017", "11016", "11015", "11014", "11013", "11012", "11011", "11010", "11009", "11008", "11007", "11006", "11005", "11004", "11003", "9871", "1090"], "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, "unit": null, "value_class": "numeric"}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "unknown", "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, "unit": null, "value_class": null}, {"aggregation": null, "chip_key": null, "chip_term": null, "currency": null, "currency_code": null, "data_type": "date", "denominator_column": null, "display_name": null, "distinct_key": null, "id_display": null, "is_masked": false, "measure_class": null, "name": "signup_date", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "date"}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 70, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c0b903f4-5c87-4b62-a230-5d414e00e1ba", "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": [{"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": "0503bddb-5787-4d9a-92f8-cd34a1a1ea49", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.0001225, "estimated_rows": 70, "ms_estimate": 6.125, "rows": 70, "total_cost": 5.2}, "created_at": "2026-09-06T12:00:00Z", "data": [[11904, "Fictional Partner 4", "unknown", null], [11903, "Fictional Partner 3", "unknown", null], [11902, "Fictional Partner 2", "unknown", null], [11901, "Fictional Partner 1", "unknown", null], [11802, "Manager2 Synthetic", "unknown", null], [11801, "Manager1 Synthetic", "unknown", null], [11064, "Fictional Company 64", "cfx (corporate)", "2026-08-15"], [11063, "Synthetic63 Client", "pfx (private)", "2026-07-31"], [11062, "Fictional Company 62", "unknown", "2026-09-01"], [11061, "Fictional Company 61", "cfx (corporate)", "2026-08-31"], [11060, "Fictional Company 60", "cfx (corporate)", "2026-08-31"], [11059, "Fictional Company 59", "cfx (corporate)", "2026-09-05"], [11058, "Fictional Company 58", "cfx (corporate)", "2026-06-01"], [11057, "Fictional Company 57", "cfx (corporate)", "2024-02-29"], [11056, "Fictional Company 56", "cfx (corporate)", "2025-10-26"], [11055, "Fictional Company 55", "cfx (corporate)", "2025-10-26"], [11054, "Synthetic54 Client", "pfx (private)", "2026-03-29"], [11053, "Fictional Company 53", "unknown", "2026-03-29"], [11052, "Fictional Company 52", "cfx (corporate)", "2026-08-15"], [11051, "Fictional Company 51", "cfx (corporate)", "2026-07-31"], [11050, "Fictional Company 50", "cfx (corporate)", "2026-09-01"], [11049, "Fictional Company 49", "cfx (corporate)", "2026-08-31"], [11048, "Fictional Company 48", "cfx (corporate)", "2026-08-31"], [11047, "Fictional Company 47", "cfx (corporate)", "2026-09-05"], [11046, "Fictional Company 46", "cfx (corporate)", "2026-06-01"], [11045, "Synthetic45 Client", "pfx (private)", "2024-02-29"], [11044, "Fictional Company 44", "unknown", "2025-10-26"], [11043, "Fictional Company 43", "cfx (corporate)", "2025-10-26"], [11042, "Fictional Company 42", "cfx (corporate)", "2026-03-29"], [11041, "Fictional Company 41", "cfx (corporate)", "2026-03-29"], [11040, "Fictional Company 40", "cfx (corporate)", "2026-08-15"], [11039, "Fictional Company 39", "cfx (corporate)", "2026-07-31"], [11038, "Fictional Company 38", "cfx (corporate)", "2026-09-01"], [11037, "Fictional Company 37", "cfx (corporate)", "2026-08-31"], [11036, "Synthetic36 Client", "pfx (private)", "2026-08-31"], [11035, "Fictional Company 35", "unknown", "2026-09-05"], [11034, "Fictional Company 34", "cfx (corporate)", "2026-06-01"], [11033, "Fictional Company 33", "cfx (corporate)", "2024-02-29"], [11032, "Fictional Company 32", "cfx (corporate)", "2025-10-26"], [11031, "Fictional Company 31", "cfx (corporate)", "2025-10-26"], [11030, "Fictional Company 30", "cfx (corporate)", "2026-03-29"], [11029, "Fictional Company 29", "cfx (corporate)", "2026-03-29"], [11028, "Fictional Company 28", "cfx (corporate)", "2026-08-15"], [11027, "Synthetic27 Client", "pfx (private)", "2026-07-31"], [11026, "Fictional Company 26", "unknown", "2026-09-01"], [11025, "Fictional Company 25", "cfx (corporate)", "2026-08-31"], [11024, "Fictional Company 24", "cfx (corporate)", "2026-08-31"], [11023, "Fictional Company 23", "cfx (corporate)", "2026-09-05"], [11022, "Fictional Company 22", "cfx (corporate)", "2026-06-01"], [11021, "Fictional Company 21", "cfx (corporate)", "2024-02-29"], [11020, "Fictional Company 20", "cfx (corporate)", "2025-10-26"], [11019, "Fictional Company 19", "cfx (corporate)", "2025-10-26"], [11018, "Synthetic18 Client", "pfx (private)", "2026-03-29"], [11017, "Fictional Company 17", "unknown", "2026-03-29"], [11016, "Fictional Company 16", "cfx (corporate)", "2026-08-15"], [11015, "Fictional Company 15", "cfx (corporate)", "2026-07-31"], [11014, "Fictional Company 14", "cfx (corporate)", "2026-09-01"], [11013, "Fictional Company 13", "cfx (corporate)", "2026-08-31"], [11012, "Fictional Company 12", "cfx (corporate)", "2026-08-31"], [11011, "Fictional Company 11", "cfx (corporate)", "2026-09-05"], [11010, "Fictional Company 10", "cfx (corporate)", "2026-06-01"], [11009, "Synthetic9 Client", "pfx (private)", "2024-02-29"], [11008, "Fictional Company 8", "unknown", "2025-10-26"], [11007, "Fictional Company 7", "cfx (corporate)", "2025-10-26"], [11006, "Fictional Company 6", "cfx (corporate)", "2026-03-29"], [11005, "Fictional Company 5", "cfx (corporate)", "2026-03-29"], [11004, "Fictional Company 4", "cfx (corporate)", "2026-08-15"], [11003, "Fictional Company 3", "cfx (corporate)", "2026-07-31"], [9871, "Fictional Company 1", "cfx (corporate)", "2026-08-31"], [1090, "Fictional Company 2", "cfx (corporate)", "2026-09-01"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 49.07934367656708, "federation_metadata": {"kind": "ct_only"}, "generated_sql": "SELECT a.id AS user_id, CAST(a.created_at AS DATE) AS signup_date FROM public.accounts AS a ORDER BY a.id DESC NULLS LAST LIMIT 10000", "generated_sql_pretty": "SELECT\n a.id AS user_id,\n CAST(a.created_at AS DATE) AS signup_date\nFROM public.accounts AS a\nORDER BY\n a.id DESC NULLS LAST\nLIMIT 10000", "id": "6f3d6e5b-ed09-4a63-8f82-36f7d7f1d5b4", "insight_assumptions": [], "insight_follow_ups": [], "insight_headline": "70 results \u2014 first client: Fictional Partner 4", "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": {"shape_routing": {"effective_shape": {"dimension": null, "kind": null, "state": "own"}, "routing_decision": "none", "row_touching": false}, "sql_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "80424d8a2ebc2bbf", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "80424d8a2ebc2bbf", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people explicitly marked as non-employees whose lead qualification date follows their signup date from the first result, this time in descending user_id order. Keep every member and show only user_id.", "pivot": null, "query_id": "c0b903f4-5c87-4b62-a230-5d414e00e1ba", "row_count": 70, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads every row from public.accounts.", "For each account, outputs the id (renamed user_id) and created_at cast to a date, named signup_date.", "Sorts by id in descending order, placing any rows with a missing id last.", "Keeps only the first 10,000 rows after sorting."], "model": "glm-5.2", "provider": "zai", "summary": "Reads the accounts table, returns each account's id and its creation date converted to a date, ordered by id from highest to lowest with blank ids last, capped at 10,000 rows.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6002fa156e3a01b456bbc305483", "trace_snapshot": {"child_trace_ids": ["7696f600f324af8b11ea48c7b9120993"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6002fa156e3a01b456bbc305483", "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": "b2781450-dba6-49bb-8940-0ef055442353", "optional_status": "done", "timing": {"base_persistence_ms": 6.041697226464748, "first_useful_ms": 8832.62151107192, "optional_ms": 3512.71896623075, "queue_ms": 0.0, "required_to_ready_ms": 8832.62151107192, "submission_ack_ms": 1.5292931348085403, "total_ms": 12346.82469908148}}, "row_count": 70, "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": 2.07, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 49.08, "validate_ms": 0.0}, "trace_id": "7696f6002fa156e3a01b456bbc305483", "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:known_external_person_qualification:t4:base:repeat1", "case_id": "independent11:known_external_person_qualification:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7583.371257409453, "conversation_case_id": "independent11:known_external_person_qualification: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": 18}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7580.571630969644, "feature_first_useful_ms": 7568.434651941061, "first_useful_ms": 7570.972058922052, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.4871667847037315, "intent_family": "independent11:known_external_person_qualification", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.0899662524461746, "optional_ms": 66.22564606368542, "queue_ms": 0.0, "required_to_ready_ms": 7280.039094388485, "submission_ack_ms": 1.9041448831558228, "total_ms": 7347.081268206239}, "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:known_external_person_qualification: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": "9f02369d-d156-40fc-afb0-6c1db65abcf6", "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": [{"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.created_at", "columns": ["ct.clients.created_at"], "end": 116, "federation_federatable": true, "federation_merge_key": "user_id", "federation_note": "Client sign-up / registration timestamp.", "federation_rule": "Direct user_id; one row per user_id already. Project user_id first.", "matched_term": "signup date", "multi": false, "options": [], "phrase": "clients created at", "residence": "CT-prod-raw", "samples": [], "source": "ct federation source map", "source_selector": "CT", "start": 105, "system": "CT", "text": "signup date"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 188, "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": 182, "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": "9f02369d-d156-40fc-afb0-6c1db65abcf6", "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": [{"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": "0503bddb-5787-4d9a-92f8-cd34a1a1ea49", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "e63cb552-f335-4b89-abc8-5093f863d60c", "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": "ct_thread_continuation", "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 requested membership (Pipedrive people explicitly marked non-employees whose lead qualification date follows their signup date) comes from a prior result that was not supplied, and Pipedrive-only fields (non-employee flag, lead qualificat", "prompt_sha256": "d2d9c833451b330c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "d2d9c833451b330c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people explicitly marked as non-employees whose lead qualification date follows their signup date 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": "9f02369d-d156-40fc-afb0-6c1db65abcf6", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-9f02369d-d156-40fc-afb0-6c1db65abcf6", "trace_snapshot": {"job": {"job_id": "2d3930c1-5192-425f-8be5-841ccabe79f5", "optional_status": "done", "timing": {"base_persistence_ms": 3.0899662524461746, "optional_ms": 66.22564606368542, "queue_ms": 0.0, "required_to_ready_ms": 7280.039094388485, "submission_ack_ms": 1.9041448831558228, "total_ms": 7347.081268206239}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:note_author_deal_owner_difference:t3:base:repeat1", "case_id": "independent11:note_author_deal_owner_difference:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 15644.556030631065, "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": "validation", "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": 15641.060369089246, "feature_first_useful_ms": 15621.78280390799, "first_useful_ms": 15624.83887001872, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.0209142714738846, "intent_family": "independent11:note_author_deal_owner_difference", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.291487857699394, "optional_ms": 60.24925038218498, "queue_ms": 0.0, "required_to_ready_ms": 15525.179198943079, "submission_ack_ms": 1.3267751783132553, "total_ms": 15586.612069047987}, "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:note_author_deal_owner_difference: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": "a43d8326-abfe-44f9-bcd0-1022f6eb71fe", "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": [{"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": 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": [], "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": "a43d8326-abfe-44f9-bcd0-1022f6eb71fe", "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": [{"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": "c7d51b1e-dce7-4c81-ba68-c9deeef179f4", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "sql", "error_message": "Sql: The generated SQL could not complete the requested query. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT p.id AS user_id FROM persons AS p JOIN deals AS d ON d.person_id = p.id AND d.status = 'open' JOIN notes AS n ON n.deal_id = d.id AND user_id <> user_id ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n p.id AS user_id\nFROM persons AS p\nJOIN deals AS d\n ON d.person_id = p.id AND d.status = 'open'\nJOIN notes AS n\n ON n.deal_id = d.id AND user_id <> user_id\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "757a236a-ca59-47f3-9eeb-39768bfde9a4", "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": "4ce6745705fe29dc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "5c4291cc94a8b5f7", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "5c4291cc94a8b5f7", "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": "error", "pivot": null, "query_id": "a43d8326-abfe-44f9-bcd0-1022f6eb71fe", "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": false, "evidence": "original_error_metadata", "exception_type": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query couldn't be validated. This might be due to security restrictions or invalid SQL.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f600afab20e9392941838360ce05", "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": "7696f600afab20e9392941838360ce05", "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": "4b210e0d-9682-4b5d-94c0-3104bae47d21", "optional_status": "done", "timing": {"base_persistence_ms": 4.291487857699394, "optional_ms": 60.24925038218498, "queue_ms": 0.0, "required_to_ready_ms": 15525.179198943079, "submission_ack_ms": 1.3267751783132553, "total_ms": 15586.612069047987}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.0, "connection_ms": 0.0, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600afab20e9392941838360ce05", "was_slow": false}, "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": null, "terminal_projection_review": {"cause": "The generated SQL could not complete the requested query.", "class": "sql", "kind": "error", "raw_status": "error", "reason_code": "BI_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_erp_multiple:t1:base:repeat1", "case_id": "independent11:organization_erp_multiple:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6001.441091299057, "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": [{"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": 5997.0609694719315, "feature_first_useful_ms": 5936.296210624278, "first_useful_ms": 5940.4657846316695, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 4.128793254494667, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.0145045816898346, "optional_ms": 67.4466984346509, "queue_ms": 0.0, "required_to_ready_ms": 5828.380364924669, "submission_ack_ms": 1.7147986218333244, "total_ms": 5896.291930228472}, "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": "2d8dc9fd-d8b5-4787-bcda-90aa8a9ad196", "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": [{"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": "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.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 107, "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": 100, "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": 146, "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": 137, "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": "2d8dc9fd-d8b5-4787-bcda-90aa8a9ad196", "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": [{"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": "a85bde70-d46d-425a-a65c-6672bd55845e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "d3d06a51-8beb-45c3-ab50-025d93ac3f96", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema context lists no columns for organizations or persons_enriched, and there is no documented field identifying which ERP systems an organization uses, so I cannot reliably map 'organization names at least two ERP systems' to any column.\",\n \"confiden", "prompt_sha256": "3ea7959654b70587", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3ea7959654b70587", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people whose organization names at least two ERP systems. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "outcome": "error", "pivot": null, "query_id": "2d8dc9fd-d8b5-4787-bcda-90aa8a9ad196", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-2d8dc9fd-d8b5-4787-bcda-90aa8a9ad196", "trace_snapshot": {"job": {"job_id": "10503f30-ecec-4feb-a2c2-f0fb02b32dce", "optional_status": "done", "timing": {"base_persistence_ms": 1.0145045816898346, "optional_ms": 67.4466984346509, "queue_ms": 0.0, "required_to_ready_ms": 5828.380364924669, "submission_ack_ms": 1.7147986218333244, "total_ms": 5896.291930228472}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 11956.169153563678, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 43}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11953.66820693016, "feature_first_useful_ms": 11936.056870035827, "first_useful_ms": 11938.11412062496, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.029169350862503, "intent_family": "independent11:note_author_deal_owner_difference", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2029018253087997, "optional_ms": 64.81042876839638, "queue_ms": 0.0, "required_to_ready_ms": 11763.21379095316, "submission_ack_ms": 2.2651683539152145, "total_ms": 11828.487674705684}, "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:note_author_deal_owner_difference: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": "99c64d77-3a2d-4fd0-a489-21cc2c390a80", "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": [{"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.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": [], "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": "99c64d77-3a2d-4fd0-a489-21cc2c390a80", "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": [{"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": "c7d51b1e-dce7-4c81-ba68-c9deeef179f4", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "b38f6242-760b-4134-8c74-7be1567b4f43", "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\": \"Cannot generate: the provided schema lists tables with no columns, no pipedrive notes/deals/people tables, and 'the third result' from a prior query is unavailable.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"Schema context contains empty column lists and ", "prompt_sha256": "bf920e170172a6a2", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ed4691fd33b38188", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "ed4691fd33b38188", "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": "error", "pivot": null, "query_id": "99c64d77-3a2d-4fd0-a489-21cc2c390a80", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-99c64d77-3a2d-4fd0-a489-21cc2c390a80", "trace_snapshot": {"job": {"job_id": "7a304c9f-a594-45aa-8309-34d5a47a86a7", "optional_status": "done", "timing": {"base_persistence_ms": 1.2029018253087997, "optional_ms": 64.81042876839638, "queue_ms": 0.0, "required_to_ready_ms": 11763.21379095316, "submission_ack_ms": 2.2651683539152145, "total_ms": 11828.487674705684}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_erp_multiple:t2:base:repeat1", "case_id": "independent11:organization_erp_multiple:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10952.166548930109, "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": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10949.460465461016, "feature_first_useful_ms": 10933.475903235376, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": ["unexpected_extra_fields"]}, "first_useful_ms": 10935.886766761541, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.383273094892502, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 7.071473635733128, "first_useful_ms": 10812.140651978552, "optional_ms": 72.46547285467386, "queue_ms": 0.0, "required_to_ready_ms": 10812.140651978552, "submission_ack_ms": 1.8436945974826813, "total_ms": 10886.425267904997}, "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:organization_erp_multiple:t1", "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": "19725a8f-0167-4699-92de-69a08a6d8778", "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.", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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 Pipedrive people whose organizatio...", "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": 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": 149, "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": 143, "system": "CT", "text": "client"}], "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": "join_key", "name": "user_id", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "id"}, {"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": "pd_pipeline", "name": "client_count", "numerator_column": null, "percent_scale": null, "unit": null, "value_class": "count"}], "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": "19725a8f-0167-4699-92de-69a08a6d8778", "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.", "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": [{"freshness": "unknown", "label": "gold", "queried_at": "2026-09-06T12:00:00+00:00", "source_refreshed_at": null}, {"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": "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": "a85bde70-d46d-425a-a65c-6672bd55845e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 163.29647786915302, "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": 0, "preserve_label": "gold", "unmatched": 0}, "kind": "federated_merge", "not_summed_across_sources": true, "sources": [{"confidence_level": "medium", "display_name": "Gold / Pipedrive", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "gold", "measure_class": "pd_pipeline", "queried_at": "2026-09-06T12:00:00+00:00", "row_count": 0, "source_freshness": [], "source_refreshed_at": null, "sql": "SELECT c360.user_id, COUNT(DISTINCT pe.id)::int AS client_count FROM ct.client_360 c360 LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c360.user_id AND pe.pd_is_ct_employee IS NOT TRUE LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id WHERE (SELECT COUNT(*) FROM (VALUES ('%sap%'), ('%oracle%'), ('%netsuite%'), ('%dynamics%'), ('%infor%'), ('%odoo%'), ('%sage%'), ('%workday%')) AS k(pat) WHERE o.name ILIKE k.pat) >= 2 GROUP BY 1", "trace_id": "7696f600e2a0d364b9304819bbc375b9", "was_truncated": false}, {"confidence_level": "high", "display_name": "CT Ledger", "execution_time_ms": 0.0, "freshness": "Source refresh time unknown", "label": "ct", "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 FROM public.accounts AS a LIMIT 10000", "trace_id": "7696f600fa8a4ace37ac4e2aae06a78a", "was_truncated": false}], "structural_note": "CT-realized and Pipedrive pipeline measures are kept separate; not summed across sources."}, "generated_sql": null, "generated_sql_pretty": null, "id": "10929b78-a4ce-484a-a32f-1172718cc7f1", "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": "6a109bb09053c219", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f6aef3311cf328b4", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f6aef3311cf328b4", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people whose organization names at least two ERP systems in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "pivot": null, "query_id": "19725a8f-0167-4699-92de-69a08a6d8778", "row_count": 0, "shorthands_applied": [], "sql_explanation": null, "status": "success", "time_window": null, "trace_id": "7696f6005c3a7c7cf5ac40dca792c1f0", "trace_snapshot": {"child_trace_ids": ["7696f600e2a0d364b9304819bbc375b9", "7696f600fa8a4ace37ac4e2aae06a78a"], "context": {"connection_id": null, "is_explain": false, "query_fingerprint": null, "row_limit": null, "sql_hash": null, "timeout_ms": null, "trace_id": "7696f6005c3a7c7cf5ac40dca792c1f0", "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": "f76a600c-774e-4e39-98d7-f04056eedbc1", "optional_status": "done", "timing": {"base_persistence_ms": 7.071473635733128, "first_useful_ms": 10812.140651978552, "optional_ms": 72.46547285467386, "queue_ms": 0.0, "required_to_ready_ms": 10812.140651978552, "submission_ack_ms": 1.8436945974826813, "total_ms": 10886.425267904997}}, "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": 3.27, "parse_ms": 0.0, "required_checks_ms": 4.92, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 163.3, "validate_ms": 0.0}, "trace_id": "7696f6005c3a7c7cf5ac40dca792c1f0", "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": {"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_erp_multiple:t3:base:repeat1", "case_id": "independent11:organization_erp_multiple:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 6361.8608098477125, "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": [{"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": 6359.446846880019, "feature_first_useful_ms": 6350.093323737383, "first_useful_ms": 6352.255058474839, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1305643022060394, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2486428022384644, "optional_ms": 52.78604291379452, "queue_ms": 0.0, "required_to_ready_ms": 6226.868067868054, "submission_ack_ms": 1.9690673798322678, "total_ms": 6280.2312802523375}, "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: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": "cb106703-7395-462b-8fcb-f77818bd8035", "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": [{"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": 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": {}, "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": "cb106703-7395-462b-8fcb-f77818bd8035", "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": [{"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": "a85bde70-d46d-425a-a65c-6672bd55845e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "83c93c8f-53bd-4ae0-83bd-3ce6247d37c4", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request depends on a prior result (\\\"the first result\\\" / \\\"same checked IDs\\\") and a criterion (\\\"organization names at least two ERP systems\\\") that cannot be resolved from the provided schema, which lists no columns.\",\n \"confidence\": \"uncertain\",\n \"w", "prompt_sha256": "3eecd8bb1d70fb10", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "3eecd8bb1d70fb10", "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": "error", "pivot": null, "query_id": "cb106703-7395-462b-8fcb-f77818bd8035", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-cb106703-7395-462b-8fcb-f77818bd8035", "trace_snapshot": {"job": {"job_id": "7c416d83-993a-469d-b8cf-6a64150461e3", "optional_status": "done", "timing": {"base_persistence_ms": 1.2486428022384644, "optional_ms": 52.78604291379452, "queue_ms": 0.0, "required_to_ready_ms": 6226.868067868054, "submission_ack_ms": 1.9690673798322678, "total_ms": 6280.2312802523375}}}, "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_EXECUTION_001"}, "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": 8650.730702094734, "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": 8648.11144117266, "feature_first_useful_ms": 8637.165204621851, "first_useful_ms": 8639.274457469583, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0622815936803818, "intent_family": "independent11:organization_erp_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 0.931701622903347, "optional_ms": 58.81244223564863, "queue_ms": 0.0, "required_to_ready_ms": 8380.598750896752, "submission_ack_ms": 1.6747070476412773, "total_ms": 8439.831706695259}, "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": 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": "fc55b4ee-0b74-445e-a948-422d2f556f7d", "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": [{"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). 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": "fc55b4ee-0b74-445e-a948-422d2f556f7d", "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": [{"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": "a85bde70-d46d-425a-a65c-6672bd55845e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "7fbd854c-0e6d-425f-80c8-50c9e41b7bff", "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 is incoherent and references ERP system membership data ('the third result') that does not exist in the provided schema, so no reliable SQL can be generated.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No ERP-system membership or multi-result c", "prompt_sha256": "70b8f900e056b653", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"This question's cohort (Pipedrive people whose organization names two or more ERP systems from a prior result) is defined entirely by CRM/Pipedrive-side data that does not exist on this connection \u2014 this CT leg has no persons/organizations tables and no ERP-s", "prompt_sha256": "c68c7ea6957b8952", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c68c7ea6957b8952", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people whose organization names at least two ERP systems 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": "fc55b4ee-0b74-445e-a948-422d2f556f7d", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-fc55b4ee-0b74-445e-a948-422d2f556f7d", "trace_snapshot": {"job": {"job_id": "925456b1-7787-48f3-a926-bed46565c883", "optional_status": "done", "timing": {"base_persistence_ms": 0.931701622903347, "optional_ms": 58.81244223564863, "queue_ms": 0.0, "required_to_ready_ms": 8380.598750896752, "submission_ack_ms": 1.6747070476412773, "total_ms": 8439.831706695259}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_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}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_wallet_share_unknown:t1:base:repeat1", "case_id": "independent11:organization_wallet_share_unknown:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19863.66249807179, "conversation_case_id": "independent11:organization_wallet_share_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": 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": 19858.642573468387, "feature_first_useful_ms": 14767.8580051288, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 14771.770370192826, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.878624178469181, "intent_family": "independent11:organization_wallet_share_unknown", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.5558339655399323, "first_useful_ms": 14590.802057646215, "optional_ms": 5200.508479960263, "queue_ms": 0.0, "required_to_ready_ms": 14590.802057646215, "submission_ack_ms": 2.396443858742714, "total_ms": 19791.972821578383}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "24 distinct Pipedrive people sit at organisations with a known service level but no recorded wallet-share value.", "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": 24, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e8325352-859c-458d-a1d4-4a51ce206d06", "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": [{"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_wallet_share", "columns": ["pipedrive.organizations.cf_wallet_share"], "end": 110, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Wallet Share", "multi": false, "options": [], "phrase": "Wallet Share", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 98, "system": "PD", "text": "wallet-share"}, {"clarify_case": "revenue_settled_open_forecast", "column": "pipedrive.deals.value", "columns": ["pipedrive.deals.value", "ct.client_360.revenue_gbp_all", "ct.client_360.revenue_gbp_settled", "pipedrive.deals.pipeline_value", "pipedrive.deals.weighted_value"], "end": 116, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "value", "multi": false, "options": [{"columns": ["ct.client_360.revenue_gbp_all"], "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": 111, "system": "PD", "text": "value"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 137, "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": 130, "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": 176, "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": 167, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:88d4090615b96849", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 24, "keys": ["31001", "31005", "31007", "31009", "31013", "31015", "31017", "31021", "31023", "31025", "31029", "31031", "31033", "31037", "31039", "31041", "31045", "31047", "31049", "31053", "31055", "31057", "31061", "31063"], "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, "unit": null, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 24, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "e8325352-859c-458d-a1d4-4a51ce206d06", "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": [{"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": "20eb6afb-1fe4-4264-9c8f-8efc0bee2a7e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 12.35}, "created_at": "2026-09-06T12:00:00Z", "data": [[31001], [31005], [31007], [31009], [31013], [31015], [31017], [31021], [31023], [31025], [31029], [31031], [31033], [31037], [31039], [31041], [31045], [31047], [31049], [31053], [31055], [31057], [31061], [31063]], "definition_refs": [], "enrichments": [], "error_message": null, "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 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 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", "id": "2f70147b-12f8-4235-bbbc-cbf0010d79df", "insight_assumptions": ["Unknown wallet-share means the organisation field cf_wallet_share is NULL, not zero or an explicit 'unknown' value.", "Known service level means the organisation field cf_level_of_service is non-NULL; people are matched to organisations via the person's org_id."], "insight_follow_ups": ["Show the organisation names behind these 24 people to see which firms are missing wallet-share data.", "Group these people by their organisation's service level to see which service tiers have the most missing wallet-share values."], "insight_headline": "24 distinct Pipedrive people sit at organisations with a known service level but no recorded wallet-share value.", "insight_notes": ["All 12 sampled rows are person IDs (31001 to 31031 of 24 returned), listed in ascending order as requested.", "This is a data-quality gap: these organisations are classed by service level yet wallet-share is unfilled, so wallet-share reporting will undercount them."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "ea8ad0e858960819", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "96c36d836cd5fcf4", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": true, "model": "glm-5.2", "prompt_sha256": "b3877fd517c4f466", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b3877fd517c4f466", "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.", "pivot": null, "query_id": "e8325352-859c-458d-a1d4-4a51ce206d06", "row_count": 24, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the pipedrive.persons_enriched table and joins it to pipedrive.organizations by matching the organization's id to the person's org_id, keeping only persons with a matching organization.", "Keeps only rows where the organization's cf_level_of_service is filled in (not null).", "Excludes rows where the organization's cf_wallet_share has any value \u2014 it must be unknown (null).", "Returns each distinct person id once, named user_id.", "Sorts user_id from smallest to largest and caps the result at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Finds each unique person ID from the pipedrive.persons_enriched table whose linked organization has a service level filled in but a wallet-share value missing.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6005380d3df39cc4858895e6503", "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": "7696f6005380d3df39cc4858895e6503", "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": "08e72694-7944-45e4-ac59-a0b33be4f8ec", "optional_status": "done", "timing": {"base_persistence_ms": 1.5558339655399323, "first_useful_ms": 14590.802057646215, "optional_ms": 5200.508479960263, "queue_ms": 0.0, "required_to_ready_ms": 14590.802057646215, "submission_ack_ms": 2.396443858742714, "total_ms": 19791.972821578383}}, "row_count": 24, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 32.6, "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": 5.16, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6005380d3df39cc4858895e6503", "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_wallet_share_unknown:t2:base:repeat1", "case_id": "independent11:organization_wallet_share_unknown:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 7826.832084916532, "conversation_case_id": "independent11:organization_wallet_share_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": 24}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 7823.595402762294, "feature_first_useful_ms": 7812.416477128863, "first_useful_ms": 7815.389360301197, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.939291298389435, "intent_family": "independent11:organization_wallet_share_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 5.876452662050724, "optional_ms": 64.8671006783843, "queue_ms": 0.0, "required_to_ready_ms": 7515.763928182423, "submission_ack_ms": 1.565525308251381, "total_ms": 7581.140846014023}, "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_wallet_share_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": "37c408e6-31ec-4bdf-b09e-dd1ed23c4a93", "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": [{"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": "pipedrive.organizations.cf_wallet_share", "columns": ["pipedrive.organizations.cf_wallet_share"], "end": 106, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Wallet Share", "multi": false, "options": [], "phrase": "Wallet Share", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 94, "system": "PD", "text": "wallet-share"}, {"clarify_case": "revenue_settled_open_forecast", "column": "pipedrive.deals.value", "columns": ["pipedrive.deals.value", "ct.client_360.revenue_gbp_all", "ct.client_360.revenue_gbp_settled", "pipedrive.deals.pipeline_value", "pipedrive.deals.weighted_value"], "end": 112, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "value", "multi": false, "options": [{"columns": ["ct.client_360.revenue_gbp_all"], "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": 107, "system": "PD", "text": "value"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 179, "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": 173, "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": "37c408e6-31ec-4bdf-b09e-dd1ed23c4a93", "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": [{"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": "20eb6afb-1fe4-4264-9c8f-8efc0bee2a7e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "159a0b95-7651-4e48-8c51-d0e2f4b7beb4", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The referenced schema lists no columns for any table, so I cannot verify the existence or semantics of 'service level', 'wallet-share', or the prior-result membership needed to build this federated query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Al", "prompt_sha256": "1f018d39bd49bd80", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"This request's cohort (organization, known service level, unknown wallet-share) is defined entirely by Pipedrive/gold-side fields that do not exist in this CT-production connection, and the requested output is a scalar count of that gold cohort \u2014 not a per-us", "prompt_sha256": "e25536cdf59ef8ba", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "e25536cdf59ef8ba", "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": "error", "pivot": null, "query_id": "37c408e6-31ec-4bdf-b09e-dd1ed23c4a93", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-37c408e6-31ec-4bdf-b09e-dd1ed23c4a93", "trace_snapshot": {"job": {"job_id": "4ffc7d24-fe9e-4de3-a800-d8f7fa5569be", "optional_status": "done", "timing": {"base_persistence_ms": 5.876452662050724, "optional_ms": 64.8671006783843, "queue_ms": 0.0, "required_to_ready_ms": 7515.763928182423, "submission_ack_ms": 1.565525308251381, "total_ms": 7581.140846014023}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_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"}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_duration_missing_due_time:t1:base:repeat1", "case_id": "independent11:activity_duration_missing_due_time:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19802.266229875386, "conversation_case_id": "independent11:activity_duration_missing_due_time: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": 19797.728111967444, "feature_first_useful_ms": 16211.306345649064, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 16214.901480823755, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.5630138590931892, "intent_family": "independent11:activity_duration_missing_due_time", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 0.954553484916687, "first_useful_ms": 16149.901513941586, "optional_ms": 3501.133500598371, "queue_ms": 0.0, "required_to_ready_ms": 16149.901513941586, "submission_ack_ms": 2.709123305976391, "total_ms": 19651.733739301562}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "22 distinct Pipedrive people have an activity with a duration but no due time", "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": 22, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "b6757425-e8ef-4176-926e-6c37d948c95b", "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": [{"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": "pipedrive.activities.id", "columns": ["pipedrive.activities.id"], "end": 53, "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": 45, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.duration", "columns": ["pipedrive.activities.duration"], "end": 73, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "duration", "multi": false, "options": [], "phrase": "duration", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 65, "system": "PD", "text": "duration"}, {"clarify_case": null, "column": "pipedrive.activities.due_time", "columns": ["pipedrive.activities.due_time"], "end": 89, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due time", "multi": false, "options": [], "phrase": "due time", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 81, "system": "PD", "text": "due time"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 110, "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": 103, "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": 149, "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": 140, "system": "PD", "text": "person ID"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:153ae6f2979f6441", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 22, "keys": ["31002", "31004", "31008", "31010", "31014", "31016", "31020", "31022", "31026", "31028", "31032", "31034", "31038", "31040", "31044", "31046", "31050", "31052", "31056", "31058", "31062", "31064"], "over_cap": false}}, "columns": [{"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": "user_id", "numerator_column": null, "percent_scale": null, "unit": null, "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": "b6757425-e8ef-4176-926e-6c37d948c95b", "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": [{"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": "636eb061-3b37-4738-8f3f-9f955138adbb", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000192, "estimated_rows": 64, "ms_estimate": 9.600000000000001, "rows": 64, "total_cost": 11.42}, "created_at": "2026-09-06T12:00:00Z", "data": [["31002"], ["31004"], ["31008"], ["31010"], ["31014"], ["31016"], ["31020"], ["31022"], ["31026"], ["31028"], ["31032"], ["31034"], ["31038"], ["31040"], ["31044"], ["31046"], ["31050"], ["31052"], ["31056"], ["31058"], ["31062"], ["31064"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(CAST(user_id AS TEXT), CAST(pe.id AS TEXT)) AS user_id FROM pipedrive.activities AS a JOIN pipedrive.persons_enriched AS pe ON pe.id = a.person_id WHERE NOT a.duration IS NULL AND a.due_time IS NULL ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n COALESCE(CAST(user_id AS TEXT), CAST(pe.id AS TEXT)) AS user_id\nFROM pipedrive.activities AS a\nJOIN pipedrive.persons_enriched AS pe\n ON pe.id = a.person_id\nWHERE\n NOT a.duration IS NULL AND a.due_time IS NULL\nORDER BY\n 1\nLIMIT 10000", "id": "be1915aa-1697-476a-9316-0700c386ea68", "insight_assumptions": ["user_id is taken as the person identifier, falling back to the Pipedrive person ID when user_id is null", "Only activities linked to a person in persons_enriched are counted"], "insight_follow_ups": ["Show the names and owners of these 22 people", "Which activities for these people have a duration set but no due time?"], "insight_headline": "22 distinct Pipedrive people have an activity with a duration but no due time", "insight_notes": ["IDs shown are a sample of the 22; the full list follows in ascending ID order", "The query falls back to the person ID when user_id is null, so some values may be Pipedrive-only persons"], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "34621e1aabd8509a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "134f4c769325cd3a", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "134f4c769325cd3a", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "List every distinct Pipedrive people with an activity that has a duration but no due time. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.", "pivot": null, "query_id": "b6757425-e8ef-4176-926e-6c37d948c95b", "row_count": 22, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads from pipedrive.activities (aliased a) joined to pipedrive.persons_enriched (aliased pe) by matching pe.id to a.person_id.", "Keeps only activity rows where duration is not empty and due_time is empty.", "For each matching row, outputs the activity's user_id as text; if that is missing, uses the person's id as text instead.", "Removes duplicates, sorts the resulting user_id values in ascending order, and caps the output at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Finds distinct user identifiers from Pipedrive activities that have a duration but no due time, preferring the activity's user_id and falling back to the person's ID when user_id is missing.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600905ff7db3c924e47b7bc9783", "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": "7696f600905ff7db3c924e47b7bc9783", "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": "79f3d1d0-8876-42c4-b620-247c0526a187", "optional_status": "done", "timing": {"base_persistence_ms": 0.954553484916687, "first_useful_ms": 16149.901513941586, "optional_ms": 3501.133500598371, "queue_ms": 0.0, "required_to_ready_ms": 16149.901513941586, "submission_ack_ms": 2.709123305976391, "total_ms": 19651.733739301562}}, "row_count": 22, "status": "completed", "timing": {"admission_ms": 0.1, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 34.37, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.07, "sql_execution_ms": 5.96, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600905ff7db3c924e47b7bc9783", "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": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31001}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_wallet_share_unknown:t3:base:repeat1", "case_id": "independent11:organization_wallet_share_unknown:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 13499.068168923259, "conversation_case_id": "independent11:organization_wallet_share_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": 31063}, {"user_id": 31061}, {"user_id": 31057}, {"user_id": 31055}, {"user_id": 31053}, {"user_id": 31049}, {"user_id": 31047}, {"user_id": 31045}, {"user_id": 31041}, {"user_id": 31039}, {"user_id": 31037}, {"user_id": 31033}, {"user_id": 31031}, {"user_id": 31029}, {"user_id": 31025}, {"user_id": 31023}, {"user_id": 31021}, {"user_id": 31017}, {"user_id": 31015}, {"user_id": 31013}, {"user_id": 31009}, {"user_id": 31007}, {"user_id": 31005}, {"user_id": 31001}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 13495.300599373877, "feature_first_useful_ms": 9815.022932365537, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 9817.516848444939, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.464504912495613, "intent_family": "independent11:organization_wallet_share_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.3592252507805824, "first_useful_ms": 9668.85614208877, "optional_ms": 3654.17424403131, "queue_ms": 0.0, "required_to_ready_ms": 9668.85614208877, "submission_ack_ms": 1.631876453757286, "total_ms": 13323.52245412767}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "24 Pipedrive people sit at organisations with a known service level but a missing wallet-share value, listed by descending user_id.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:organization_wallet_share_unknown:t1", "parent_succeeded": true, "raw_payload": {"answer_record": {"completeness": {"returned_rows": 24, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c395be6d-5ba2-4be3-bf51-4bda78be3f76", "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": [{"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": "pipedrive.organizations.cf_wallet_share", "columns": ["pipedrive.organizations.cf_wallet_share"], "end": 124, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Wallet Share", "multi": false, "options": [], "phrase": "Wallet Share", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 112, "system": "PD", "text": "wallet-share"}, {"clarify_case": "revenue_settled_open_forecast", "column": "pipedrive.deals.value", "columns": ["pipedrive.deals.value", "ct.client_360.revenue_gbp_all", "ct.client_360.revenue_gbp_settled", "pipedrive.deals.pipeline_value", "pipedrive.deals.weighted_value"], "end": 130, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "value", "multi": false, "options": [{"columns": ["ct.client_360.revenue_gbp_all"], "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": 125, "system": "PD", "text": "value"}, {"clarify_case": null, "column": "ct.client_360.user_id", "columns": ["ct.client_360.user_id", "pipedrive.activities.user_id"], "end": 185, "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": 178, "system": "CT", "text": "user_id"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:b52966396a163818", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 24, "keys": ["31063", "31061", "31057", "31055", "31053", "31049", "31047", "31045", "31041", "31039", "31037", "31033", "31031", "31029", "31025", "31023", "31021", "31017", "31015", "31013", "31009", "31007", "31005", "31001"], "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, "unit": null, "value_class": null}], "confidence_factors": {"answer_record": {"completeness": {"returned_rows": 24, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "c395be6d-5ba2-4be3-bf51-4bda78be3f76", "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": [{"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": "20eb6afb-1fe4-4264-9c8f-8efc0bee2a7e", "cost_estimate": {"cost_level": "low", "dollars_estimate": 3e-06, "estimated_rows": 1, "ms_estimate": 0.15000000000000002, "rows": 1, "total_cost": 12.35}, "created_at": "2026-09-06T12:00:00Z", "data": [[31063], [31061], [31057], [31055], [31053], [31049], [31047], [31045], [31041], [31039], [31037], [31033], [31031], [31029], [31025], [31023], [31021], [31017], [31015], [31013], [31009], [31007], [31005], [31001]], "definition_refs": [], "enrichments": [], "error_message": null, "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 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 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n 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 DESC\nLIMIT 10000", "id": "4df3d31c-a911-4895-8ed2-28336a08d997", "insight_assumptions": ["Persons are matched to organisations via the org_id join, so only people linked to an organisation are included.", "'Unknown wallet-share' is interpreted as cf_wallet_share being null."], "insight_follow_ups": ["List the organisations these 24 people belong to, with their service levels, to see where wallet-share is missing.", "Which of these organisations have never had a wallet-share value recorded versus having it cleared?"], "insight_headline": "24 Pipedrive people sit at organisations with a known service level but a missing wallet-share value, listed by descending user_id.", "insight_notes": ["This is the same set as the first result, re-sorted by descending user_id; membership is unchanged.", "The filter keeps organisations where cf_level_of_service is populated and cf_wallet_share is null, so all 24 belong to organisations lacking a wallet-share figure."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f91d99e08f2dfb38", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "4509db0f735c9b18", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "4509db0f735c9b18", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people at an organization with a known service level but an unknown wallet-share value from the first result, this time in descending user_id order. Keep every member and show only user_id.", "pivot": null, "query_id": "c395be6d-5ba2-4be3-bf51-4bda78be3f76", "row_count": 24, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the pipedrive.persons_enriched table (aliased pe) and takes each person's id, shown as user_id.", "Joins to pipedrive.organizations (aliased o) by matching the organization's id to the person's org_id.", "Keeps only rows where the organization's cf_level_of_service is filled in (not null).", "Requires that the organization's cf_wallet_share is null \u2014 rows with any wallet-share value are excluded.", "Removes duplicate user_ids.", "Sorts by user_id from largest to smallest and caps the output at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "Lists distinct person IDs from enriched Pipedrive people whose organization has a service level filled in but no wallet-share value, sorted by ID from highest to lowest.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600dcba26e3d7e645d7a1da25c7", "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": "7696f600dcba26e3d7e645d7a1da25c7", "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": "c6ca2290-d30f-4786-88d9-cca165aff118", "optional_status": "done", "timing": {"base_persistence_ms": 1.3592252507805824, "first_useful_ms": 9668.85614208877, "optional_ms": 3654.17424403131, "queue_ms": 0.0, "required_to_ready_ms": 9668.85614208877, "submission_ack_ms": 1.631876453757286, "total_ms": 13323.52245412767}}, "row_count": 24, "status": "completed", "timing": {"admission_ms": 0.04, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 30.57, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.04, "sql_execution_ms": 5.41, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600dcba26e3d7e645d7a1da25c7", "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_wallet_share_unknown:t4:base:repeat1", "case_id": "independent11:organization_wallet_share_unknown:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 10197.216686792672, "conversation_case_id": "independent11:organization_wallet_share_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": 24}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10193.584082648158, "feature_first_useful_ms": 9898.566717281938, "first_useful_ms": 9901.975343935192, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.361295908689499, "intent_family": "independent11:organization_wallet_share_unknown", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.222170889377594, "optional_ms": 85.22317465394735, "queue_ms": 0.0, "required_to_ready_ms": 9780.416553840041, "submission_ack_ms": 1.7359107732772827, "total_ms": 9866.078563965857}, "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_wallet_share_unknown: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": "b3e485cf-438e-4925-9c76-0d323a514ee7", "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": [{"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": "pipedrive.organizations.cf_wallet_share", "columns": ["pipedrive.organizations.cf_wallet_share"], "end": 99, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "Wallet Share", "multi": false, "options": [], "phrase": "Wallet Share", "residence": "PD-gold", "samples": [], "source": "pipedrive.field_dict", "source_selector": "gold", "start": 87, "system": "PD", "text": "wallet-share"}, {"clarify_case": "revenue_settled_open_forecast", "column": "pipedrive.deals.value", "columns": ["pipedrive.deals.value", "ct.client_360.revenue_gbp_all", "ct.client_360.revenue_gbp_settled", "pipedrive.deals.pipeline_value", "pipedrive.deals.weighted_value"], "end": 105, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "value", "multi": false, "options": [{"columns": ["ct.client_360.revenue_gbp_all"], "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": 100, "system": "PD", "text": "value"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 177, "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": 171, "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": "b3e485cf-438e-4925-9c76-0d323a514ee7", "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": [{"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": "20eb6afb-1fe4-4264-9c8f-8efc0bee2a7e", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "b8c95bc7-4644-4b8d-b9b9-3afe3bf225bc", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request depends on a prior (third) result set and Pipedrive-side attributes (service level, wallet-share membership) that do not exist on this CT-production connection, so no SQL can reproduce that cohort here.\",\n \"confidence\": \"uncertain\",\n \"warnings\":", "prompt_sha256": "b4b601828dedcc4f", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "336792479845270c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "336792479845270c", "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": "b3e485cf-438e-4925-9c76-0d323a514ee7", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-b3e485cf-438e-4925-9c76-0d323a514ee7", "trace_snapshot": {"job": {"job_id": "63ebf629-284b-426c-8818-ab2cefd9dafc", "optional_status": "done", "timing": {"base_persistence_ms": 1.222170889377594, "optional_ms": 85.22317465394735, "queue_ms": 0.0, "required_to_ready_ms": 9780.416553840041, "submission_ack_ms": 1.7359107732772827, "total_ms": 9866.078563965857}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [{"client_count": 22}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_duration_missing_due_time:t2:base:repeat1", "case_id": "independent11:activity_duration_missing_due_time:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 19818.592003546655, "conversation_case_id": "independent11:activity_duration_missing_due_time: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": 19815.398013219237, "feature_first_useful_ms": 15018.544774502516, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 15020.974517799914, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.3972829803824425, "intent_family": "independent11:activity_duration_missing_due_time", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.593777798116207, "first_useful_ms": 14632.428490556777, "optional_ms": 4953.748652711511, "queue_ms": 0.0, "required_to_ready_ms": 14632.428490556777, "submission_ack_ms": 1.436399295926094, "total_ms": 19587.738116271794}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "22 Pipedrive people have an activity with a duration but no due time.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:activity_duration_missing_due_time: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": "9720c1c7-d578-4d75-b2d2-72425527a1f4", "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": "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": [{"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 activity ...", "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.activities.id", "columns": ["pipedrive.activities.id"], "end": 49, "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": 41, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.duration", "columns": ["pipedrive.activities.duration"], "end": 69, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "duration", "multi": false, "options": [], "phrase": "duration", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 61, "system": "PD", "text": "duration"}, {"clarify_case": null, "column": "pipedrive.activities.due_time", "columns": ["pipedrive.activities.due_time"], "end": 85, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due time", "multi": false, "options": [], "phrase": "due time", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 77, "system": "PD", "text": "due time"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 152, "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": 146, "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, "unit": null, "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": "9720c1c7-d578-4d75-b2d2-72425527a1f4", "follow_up_ready": false, "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": [{"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": "636eb061-3b37-4738-8f3f-9f955138adbb", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 11.43}, "created_at": "2026-09-06T12:00:00Z", "data": [[22]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT COALESCE(CAST(a.user_id AS TEXT), CAST(pe.id AS TEXT))) AS client_count FROM pipedrive.activities AS a JOIN pipedrive.persons_enriched AS pe ON pe.id = a.person_id WHERE a.duration IS NOT NULL AND a.due_time IS NULL", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT COALESCE(CAST(a.user_id AS TEXT), CAST(pe.id AS TEXT))) AS client_count\nFROM pipedrive.activities AS a\nJOIN pipedrive.persons_enriched AS pe\n ON pe.id = a.person_id\nWHERE\n NOT a.duration IS NULL AND a.due_time IS NULL", "id": "7db6944b-1c0b-4c40-8be2-c8385a7a9a0a", "insight_assumptions": ["client_count is distinct people implied by activities meeting the duration/no-due-time filter", "counts all such activities regardless of date"], "insight_follow_ups": ["List those 22 people with their activity details", "Which of these people have had no such activity recently?"], "insight_headline": "22 Pipedrive people have an activity with a duration but no due time.", "insight_notes": ["Count is of distinct people, via a join on activities with duration set and due time null.", "The distinct key coalesces activity user_id with person id, so it counts whoever is linked to the activity, not necessarily the person record."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "0845a8cb56d0acbc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "f12f3d79c85e34f3", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "f12f3d79c85e34f3", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with an activity that has a duration but no due time in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.", "pivot": null, "query_id": "9720c1c7-d578-4d75-b2d2-72425527a1f4", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Joins activities to persons_enriched by matching the activity's person_id to the person's id.", "Keeps only activities where duration is filled in and due_time is empty.", "For each match, uses the activity's user_id as the identity, falling back to the person's id when user_id is missing (both cast to text).", "Counts how many distinct identities match; if none match, the count is zero."], "model": "glm-5.2", "provider": "zai", "summary": "Counts distinct people linked to activities that have a duration but no due time, identifying each by the activity's user when present, otherwise by the person's id.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f600f67762a733e14ae988a31599", "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": "7696f600f67762a733e14ae988a31599", "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": "3fbb8d56-8539-4f20-af8e-11b62e9f7af7", "optional_status": "done", "timing": {"base_persistence_ms": 6.593777798116207, "first_useful_ms": 14632.428490556777, "optional_ms": 4953.748652711511, "queue_ms": 0.0, "required_to_ready_ms": 14632.428490556777, "submission_ack_ms": 1.436399295926094, "total_ms": 19587.738116271794}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.06, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 28.5, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.04, "sql_execution_ms": 4.42, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600f67762a733e14ae988a31599", "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": "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"}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_duration_missing_due_time:t3:base:repeat1", "case_id": "independent11:activity_duration_missing_due_time:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 14701.408116146922, "conversation_case_id": "independent11:activity_duration_missing_due_time: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": 14698.272516950965, "feature_first_useful_ms": 10604.65667489916, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 10606.968654319644, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.0636217668652534, "intent_family": "independent11:activity_duration_missing_due_time", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 6.292817182838917, "first_useful_ms": 10293.723466806114, "optional_ms": 4176.736216060817, "queue_ms": 0.0, "required_to_ready_ms": 10293.723466806114, "submission_ack_ms": 2.257158048450947, "total_ms": 14470.958990976214}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "22 distinct members have activities with a duration but no due time, listed by user_id in descending order", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "correct_completed", "parent_case_id": "independent11:activity_duration_missing_due_time:t1", "parent_succeeded": true, "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": "db52e2a6-af75-4c99-991d-d628e1e8aec6", "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": [{"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.activities.duration", "columns": ["pipedrive.activities.duration"], "end": 87, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "duration", "multi": false, "options": [], "phrase": "duration", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 79, "system": "PD", "text": "duration"}, {"clarify_case": null, "column": "pipedrive.activities.due_time", "columns": ["pipedrive.activities.due_time"], "end": 103, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due time", "multi": false, "options": [], "phrase": "due time", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 95, "system": "PD", "text": "due time"}, {"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"}], "client_resolution_state": {"__cohort_keys__": {"derivation": "sql_sha:aba878182fb85fcd", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 22, "keys": ["31064", "31062", "31058", "31056", "31052", "31050", "31046", "31044", "31040", "31038", "31034", "31032", "31028", "31026", "31022", "31020", "31016", "31014", "31010", "31008", "31004", "31002"], "over_cap": false}}, "columns": [{"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": "user_id", "numerator_column": null, "percent_scale": null, "unit": null, "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": "db52e2a6-af75-4c99-991d-d628e1e8aec6", "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": [{"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": "636eb061-3b37-4738-8f3f-9f955138adbb", "cost_estimate": {"cost_level": "low", "dollars_estimate": 0.000192, "estimated_rows": 64, "ms_estimate": 9.600000000000001, "rows": 64, "total_cost": 11.42}, "created_at": "2026-09-06T12:00:00Z", "data": [["31064"], ["31062"], ["31058"], ["31056"], ["31052"], ["31050"], ["31046"], ["31044"], ["31040"], ["31038"], ["31034"], ["31032"], ["31028"], ["31026"], ["31022"], ["31020"], ["31016"], ["31014"], ["31010"], ["31008"], ["31004"], ["31002"]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(CAST(user_id AS TEXT), CAST(pe.id AS TEXT)) AS user_id FROM pipedrive.activities AS a JOIN pipedrive.persons_enriched AS pe ON pe.id = a.person_id WHERE NOT a.duration IS NULL AND a.due_time IS NULL ORDER BY 1 DESC LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n COALESCE(CAST(user_id AS TEXT), CAST(pe.id AS TEXT)) AS user_id\nFROM pipedrive.activities AS a\nJOIN pipedrive.persons_enriched AS pe\n ON pe.id = a.person_id\nWHERE\n NOT a.duration IS NULL AND a.due_time IS NULL\nORDER BY\n 1 DESC\nLIMIT 10000", "id": "e817aff9-7115-40dd-9043-98b1b68044b9", "insight_assumptions": ["user_id taken from the activity's owner, falling back to the person id when null", "Duplicate members collapsed via DISTINCT, so 22 is the member count, not the activity count"], "insight_follow_ups": [], "insight_headline": "22 distinct members have activities with a duration but no due time, listed by user_id in descending order", "insight_notes": ["The identifier falls back to the person id when user_id is missing, so some values may be person ids rather than user ids"], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7b98921796864d7a", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "77e319f221b12161", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "77e319f221b12161", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people with an activity that has a duration but no due time from the first result, this time in descending user_id order. Keep every member and show only user_id.", "pivot": null, "query_id": "db52e2a6-af75-4c99-991d-d628e1e8aec6", "row_count": 22, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join pipedrive.activities to pipedrive.persons_enriched by matching pe.id to a.person_id.", "Keep only activities where duration is not null and due_time is null \u2014 i.e., exclude rows lacking a duration or having a due time.", "For each row, output user_id if it exists; otherwise fall back to the person's pe.id, both converted to text.", "Keep only distinct values of that combined identifier.", "Sort the results in descending order and return at most 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "From activities joined to enriched persons, keep rows where the activity has a duration set but no due time, then output a distinct combined identifier per person, sorted descending, capped at 10,000 rows.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f6000a73aea1cde84727b5c6d005", "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": "7696f6000a73aea1cde84727b5c6d005", "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": "9bc223a4-1c78-4ea9-9b7a-810c91fffa78", "optional_status": "done", "timing": {"base_persistence_ms": 6.292817182838917, "first_useful_ms": 10293.723466806114, "optional_ms": 4176.736216060817, "queue_ms": 0.0, "required_to_ready_ms": 10293.723466806114, "submission_ack_ms": 2.257158048450947, "total_ms": 14470.958990976214}}, "row_count": 22, "status": "completed", "timing": {"admission_ms": 0.05, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 32.23, "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": 5.44, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6000a73aea1cde84727b5c6d005", "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": [{"user_id": 31001}, {"user_id": 31002}, {"user_id": 31003}, {"user_id": 31004}, {"user_id": 31005}, {"user_id": 31006}, {"user_id": 31011}, {"user_id": 31012}, {"user_id": 31013}, {"user_id": 31014}, {"user_id": 31015}, {"user_id": 31016}, {"user_id": 31017}, {"user_id": 31018}, {"user_id": 31023}, {"user_id": 31024}, {"user_id": 31025}, {"user_id": 31026}, {"user_id": 31027}, {"user_id": 31028}, {"user_id": 31029}, {"user_id": 31030}, {"user_id": 31035}, {"user_id": 31036}, {"user_id": 31037}, {"user_id": 31038}, {"user_id": 31039}, {"user_id": 31040}, {"user_id": 31041}, {"user_id": 31042}, {"user_id": 31047}, {"user_id": 31048}, {"user_id": 31049}, {"user_id": 31050}, {"user_id": 31051}, {"user_id": 31052}, {"user_id": 31053}, {"user_id": 31054}, {"user_id": 31059}, {"user_id": 31060}, {"user_id": 31061}, {"user_id": 31062}, {"user_id": 31063}, {"user_id": 31064}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:deal_stage_timestamp_order:t1:base:repeat1", "case_id": "independent11:deal_stage_timestamp_order:t1", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 30376.78108457476, "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": 31001}, {"user_id": 31002}, {"user_id": 31003}, {"user_id": 31004}, {"user_id": 31005}, {"user_id": 31006}, {"user_id": 31011}, {"user_id": 31012}, {"user_id": 31013}, {"user_id": 31014}, {"user_id": 31015}, {"user_id": 31016}, {"user_id": 31017}, {"user_id": 31018}, {"user_id": 31023}, {"user_id": 31024}, {"user_id": 31025}, {"user_id": 31026}, {"user_id": 31027}, {"user_id": 31028}, {"user_id": 31029}, {"user_id": 31030}, {"user_id": 31035}, {"user_id": 31036}, {"user_id": 31037}, {"user_id": 31038}, {"user_id": 31039}, {"user_id": 31040}, {"user_id": 31041}, {"user_id": 31042}, {"user_id": 31047}, {"user_id": 31048}, {"user_id": 31049}, {"user_id": 31050}, {"user_id": 31051}, {"user_id": 31052}, {"user_id": 31053}, {"user_id": 31054}, {"user_id": 31059}, {"user_id": 31060}, {"user_id": 31061}, {"user_id": 31062}, {"user_id": 31063}, {"user_id": 31064}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 30371.333497576416, "feature_first_useful_ms": 27987.675983458757, "field_contract_review": {"mapping": {"user_id": "user_id"}, "uncertainties": []}, "first_useful_ms": 27991.630599834025, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.926006145775318, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 3.6558378487825394, "first_useful_ms": 27635.912584140897, "optional_ms": 2582.3096921667457, "queue_ms": 0.0, "required_to_ready_ms": 27635.912584140897, "submission_ack_ms": 34.9810691550374, "total_ms": 30218.913179822266}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "44 distinct Pipedrive people have a deal whose stage-change timestamp predates its creation timestamp.", "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": 44, "status": "complete"}, "confidence_scope": "Generation confidence; semantic correctness is only verified by the listed checks.", "execution_id": "d4d611a4-65f8-4333-bc68-db9c85b84f95", "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": [{"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": {"__cohort_keys__": {"derivation": "sql_sha:3d6d02cbfd56d6b3", "derived_columns": ["user_id"], "key_column": "user_id", "key_count": 44, "keys": ["31001", "31002", "31003", "31004", "31005", "31006", "31011", "31012", "31013", "31014", "31015", "31016", "31017", "31018", "31023", "31024", "31025", "31026", "31027", "31028", "31029", "31030", "31035", "31036", "31037", "31038", "31039", "31040", "31041", "31042", "31047", "31048", "31049", "31050", "31051", "31052", "31053", "31054", "31059", "31060", "31061", "31062", "31063", "31064"], "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, "unit": null, "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": "d4d611a4-65f8-4333-bc68-db9c85b84f95", "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": [{"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": "ea95a877-f5aa-4c88-b58b-9e77239f2a98", "cost_estimate": {"cost_level": "low", "dollars_estimate": 8.999999999999999e-05, "estimated_rows": 45, "ms_estimate": 4.5, "rows": 45, "total_cost": 11.36}, "created_at": "2026-09-06T12:00:00Z", "data": [[31001], [31002], [31003], [31004], [31005], [31006], [31011], [31012], [31013], [31014], [31015], [31016], [31017], [31018], [31023], [31024], [31025], [31026], [31027], [31028], [31029], [31030], [31035], [31036], [31037], [31038], [31039], [31040], [31041], [31042], [31047], [31048], [31049], [31050], [31051], [31052], [31053], [31054], [31059], [31060], [31061], [31062], [31063], [31064]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT d.person_id AS user_id FROM pipedrive.deals AS d WHERE d.stage_change_time < d.add_time ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n d.person_id AS user_id\nFROM pipedrive.deals AS d\nWHERE\n d.stage_change_time < d.add_time\nORDER BY\n 1\nLIMIT 10000", "id": "97caabb5-aa93-4d98-8643-2c47bd00cbdf", "insight_assumptions": ["user_id is taken as the Pipedrive person_id attached to the deal, not a matched external user identity."], "insight_follow_ups": ["How many such deals does each of these people have?"], "insight_headline": "44 distinct Pipedrive people have a deal whose stage-change timestamp predates its creation timestamp.", "insight_notes": ["Result is a distinct list of person IDs; the sample shows only the first 12 of 44 rows.", "The comparison is strict (stage_change_time < add_time), so deals with equal timestamps are excluded."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": true}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "81a3cb2bbb71d573", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema context lists no columns for the deals or persons tables, so I cannot confidently reference the stage-change timestamp or creation timestamp fields without inventing column names.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\"No column inventory p", "prompt_sha256": "0ae18a032f783964", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": false, "model": "glm-5.2", "prompt_sha256": "7df24dd265cdb0be", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "012cce3b8d8ec8db", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "012cce3b8d8ec8db", "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.", "pivot": null, "query_id": "d4d611a4-65f8-4333-bc68-db9c85b84f95", "row_count": 44, "shorthands_applied": [], "sql_explanation": {"bullets": ["Reads the pipedrive.deals table (aliased d).", "Keeps only rows where stage_change_time is earlier than add_time.", "Returns the distinct person_id values, labeled user_id.", "Sorts by user_id ascending and caps output at 10,000 rows."], "model": "glm-5.2", "provider": "zai", "summary": "From the pipedrive.deals table, find each distinct person whose deal's stage-change time is earlier than its creation time, and return those person IDs sorted ascending.", "tokenized": true}, "status": "success", "time_window": null, "trace_id": "7696f600fad83d890b1c4e61b621f860", "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": "7696f600fad83d890b1c4e61b621f860", "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": "7fe85303-f519-4c3a-a717-f43fb4c76941", "optional_status": "done", "timing": {"base_persistence_ms": 3.6558378487825394, "first_useful_ms": 27635.912584140897, "optional_ms": 2582.3096921667457, "queue_ms": 0.0, "required_to_ready_ms": 27635.912584140897, "submission_ack_ms": 34.9810691550374, "total_ms": 30218.913179822266}}, "row_count": 44, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 27.57, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.07, "sql_execution_ms": 4.07, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600fad83d890b1c4e61b621f860", "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": 22}], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:activity_duration_missing_due_time:t4:base:repeat1", "case_id": "independent11:activity_duration_missing_due_time:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 12563.858141191304, "conversation_case_id": "independent11:activity_duration_missing_due_time: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": 12560.709453187883, "feature_first_useful_ms": 8405.605503357947, "field_contract_review": {"mapping": {"client_count": "client_count"}, "uncertainties": []}, "first_useful_ms": 8408.27445499599, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.6387711986899376, "intent_family": "independent11:activity_duration_missing_due_time", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 4.544995725154877, "first_useful_ms": 8357.159998267889, "optional_ms": 3871.850326657295, "queue_ms": 0.0, "required_to_ready_ms": 8357.159998267889, "submission_ack_ms": 2.0307814702391624, "total_ms": 12230.437234975398}, "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": "glm-5.2", "provider": "zai", "row_touching": true, "sampling_pin": null, "stage": "sql_explanation"}, {"model_id": null, "provider": null, "row_touching": false, "sampling_pin": null, "stage": "shape_routing"}], "narrative": "22 distinct Pipedrive people (or users) have an activity with a duration but no due time.", "narrative_numeric_review": {"status": "advisory_requires_claim_scope_review", "unmatched_numbers": []}, "outcome": "comparison_unverified", "parent_case_id": "independent11:activity_duration_missing_due_time: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": "ab508860-b7ed-41bf-908f-92cb43c21273", "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": "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": [{"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 activity that ha...", "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.activities.id", "columns": ["pipedrive.activities.id"], "end": 42, "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": 34, "system": "PD", "text": "activity"}, {"clarify_case": null, "column": "pipedrive.activities.duration", "columns": ["pipedrive.activities.duration"], "end": 62, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "duration", "multi": false, "options": [], "phrase": "duration", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 54, "system": "PD", "text": "duration"}, {"clarify_case": null, "column": "pipedrive.activities.due_time", "columns": ["pipedrive.activities.due_time"], "end": 78, "federation_federatable": true, "federation_merge_key": null, "federation_note": null, "federation_rule": null, "matched_term": "due time", "multi": false, "options": [], "phrase": "due time", "residence": "PD-gold", "samples": ["HH:MM"], "source": "ct-pd schema.md", "source_selector": "gold", "start": 70, "system": "PD", "text": "due time"}, {"clarify_case": null, "column": "ct.clients.__table__", "columns": ["ct.clients.__table__"], "end": 150, "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": 144, "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, "unit": null, "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": "ab508860-b7ed-41bf-908f-92cb43c21273", "follow_up_ready": false, "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": [{"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": "636eb061-3b37-4738-8f3f-9f955138adbb", "cost_estimate": {"cost_level": "low", "dollars_estimate": 2.75e-06, "estimated_rows": 1, "ms_estimate": 0.1375, "rows": 1, "total_cost": 11.43}, "created_at": "2026-09-06T12:00:00Z", "data": [[22]], "definition_refs": [], "enrichments": [], "error_message": null, "error_type": null, "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT COUNT(DISTINCT COALESCE(CAST(a.user_id AS TEXT), CAST(pe.id AS TEXT))) AS client_count FROM pipedrive.activities AS a JOIN pipedrive.persons_enriched AS pe ON pe.id = a.person_id WHERE NOT a.duration IS NULL AND a.due_time IS NULL", "generated_sql_pretty": "SELECT\n COUNT(DISTINCT COALESCE(CAST(a.user_id AS TEXT), CAST(pe.id AS TEXT))) AS client_count\nFROM pipedrive.activities AS a\nJOIN pipedrive.persons_enriched AS pe\n ON pe.id = a.person_id\nWHERE\n NOT a.duration IS NULL AND a.due_time IS NULL", "id": "914d43dd-30a1-452a-b049-aa9858176191", "insight_assumptions": ["client_count counts distinct COALESCE(user_id, person id) values, not distinct persons alone", "Activities qualify by having a non-null duration and a null due time; no other activity filters applied"], "insight_follow_ups": ["List the 22 people behind this count with their activity counts and durations", "How many of these activities are overdue or lack a scheduled follow-up by type?"], "insight_headline": "22 distinct Pipedrive people (or users) have an activity with a duration but no due time.", "insight_notes": ["The count is of COALESCE(user_id, person id), so identities may mix Pipedrive users and enriched persons depending on which is populated.", "One row, single value \u2014 no breakdown by person, activity type or period is available from this result."], "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_explanation": {"model": "glm-5.2", "provider": "zai", "tokenized": false}, "sql_gen": {"attempts": [{"attempt": 1, "escalated": false, "model": "glm-5.2", "prompt_sha256": "e51cd6cc4bb989b7", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "9825324cb773eaa9", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "9825324cb773eaa9", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people with an activity that has a duration but no due time membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.", "pivot": null, "query_id": "ab508860-b7ed-41bf-908f-92cb43c21273", "row_count": 1, "shorthands_applied": [], "sql_explanation": {"bullets": ["Join pipedrive.activities to pipedrive.persons_enriched by matching persons_enriched's id to the activity's person_id, keeping only activities attached to a known person.", "Keep only rows where the activity's duration is not null (a duration exists).", "Also require the activity's due_time to be null (no due time is set).", "Count distinct values of the activity's user_id as text, or the person's id as text when user_id is missing.", "An empty result is reported as zero."], "model": "glm-5.2", "provider": "zai", "summary": "Count distinct identifiers from activities joined to enriched people, where each activity has a duration set but no due time, and report zero if nothing matches.", "tokenized": false}, "status": "success", "time_window": null, "trace_id": "7696f6009c683439f1f949b2a331d069", "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": "7696f6009c683439f1f949b2a331d069", "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": "066a2ecf-297e-4895-be66-6a12f25f5bf6", "optional_status": "done", "timing": {"base_persistence_ms": 4.544995725154877, "first_useful_ms": 8357.159998267889, "optional_ms": 3871.850326657295, "queue_ms": 0.0, "required_to_ready_ms": 8357.159998267889, "submission_ack_ms": 2.0307814702391624, "total_ms": 12230.437234975398}}, "row_count": 1, "status": "completed", "timing": {"admission_ms": 0.07, "completed_at": "2026-09-06T12:00:00+00:00", "connection_ms": 31.89, "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": 4.86, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f6009c683439f1f949b2a331d069", "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": 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: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": 6234.301181510091, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 44}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 6231.193223968148, "feature_first_useful_ms": 6217.211580835283, "first_useful_ms": 6220.088509842753, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.8475672006607056, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 2.210955135524273, "optional_ms": 62.16755881905556, "queue_ms": 0.0, "required_to_ready_ms": 6117.329738102853, "submission_ack_ms": 1.4787111431360245, "total_ms": 6179.954153485596}, "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:deal_stage_timestamp_order: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": "df8bf91b-86b5-4738-a8b9-324f4f59fa89", "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": [{"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.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. 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": 166, "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": "df8bf91b-86b5-4738-a8b9-324f4f59fa89", "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": [{"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": "ea95a877-f5aa-4c88-b58b-9e77239f2a98", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "e74399de-7ce5-4164-82b9-b402a0effbda", "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 deal stage-change timestamp, but no stage-change/audit history exists in the schema and no Pipedrive deal columns are available to verify such a field.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Curated knowledge explicitly sta", "prompt_sha256": "4f552c27cde41576", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The requested cohort (Pipedrive people whose deal stage-change timestamp predates deal creation) is defined entirely by Pipedrive deal/stage-history data, which does not exist on this CT-production connection (no public.deals or pipedrive tables), so no SELEC", "prompt_sha256": "904574c009f965a0", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "904574c009f965a0", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "For exactly the Pipedrive people with a deal whose stage-change timestamp predates its creation 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": "df8bf91b-86b5-4738-a8b9-324f4f59fa89", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-df8bf91b-86b5-4738-a8b9-324f4f59fa89", "trace_snapshot": {"job": {"job_id": "f19fecf8-c652-4a58-95d2-6fefcb944b3d", "optional_status": "done", "timing": {"base_persistence_ms": 2.210955135524273, "optional_ms": 62.16755881905556, "queue_ms": 0.0, "required_to_ready_ms": 6117.329738102853, "submission_ack_ms": 1.4787111431360245, "total_ms": 6179.954153485596}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 7783.413612283766, "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": "execution", "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": 7780.554322525859, "feature_first_useful_ms": 7770.019548945129, "first_useful_ms": 7772.599748335779, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5453483685851097, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.5851942375302315, "optional_ms": 64.71285689622164, "queue_ms": 0.0, "required_to_ready_ms": 7653.2799722626805, "submission_ack_ms": 2.0137103274464607, "total_ms": 7718.91085151583}, "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:deal_stage_timestamp_order: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": "957fa031-3dc8-4c65-9f91-c28a6171b713", "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": [{"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": 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": [], "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": "957fa031-3dc8-4c65-9f91-c28a6171b713", "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": [{"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": "ea95a877-f5aa-4c88-b58b-9e77239f2a98", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "2919a9e3-a493-4fb9-bafd-d4dcee10d1fb", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"I cannot generate this query: no table columns are provided in the schema, and the question references 'the same checked IDs from the first result', which is not available to me \u2014 I don't know which user_id set or which columns encode stage-change vs creation", "prompt_sha256": "c89be013f54c8d16", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "c89be013f54c8d16", "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. Keep every member and show only user_id.", "outcome": "error", "pivot": null, "query_id": "957fa031-3dc8-4c65-9f91-c28a6171b713", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-957fa031-3dc8-4c65-9f91-c28a6171b713", "trace_snapshot": {"job": {"job_id": "579aaa04-4a14-4697-b6bb-bc9400c0dc27", "optional_status": "done", "timing": {"base_persistence_ms": 3.5851942375302315, "optional_ms": 64.71285689622164, "queue_ms": 0.0, "required_to_ready_ms": 7653.2799722626805, "submission_ack_ms": 2.0137103274464607, "total_ms": 7718.91085151583}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 10098.698085173965, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 44}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 10095.815746113658, "feature_first_useful_ms": 10073.594937101007, "first_useful_ms": 10076.178035698831, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5502974167466164, "intent_family": "independent11:deal_stage_timestamp_order", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.2632235884666443, "optional_ms": 61.83346826583147, "queue_ms": 0.0, "required_to_ready_ms": 9933.612147346139, "submission_ack_ms": 1.8656058236956596, "total_ms": 9996.112729422748}, "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:deal_stage_timestamp_order: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": "f66ffb9c-107c-42e5-8231-18fd8b12d465", "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": [{"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.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). 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": [], "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": "f66ffb9c-107c-42e5-8231-18fd8b12d465", "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": [{"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": "ea95a877-f5aa-4c88-b58b-9e77239f2a98", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "6046fa58-9473-44c4-8938-cdb65dddec53", "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 cohort (Pipedrive people with a deal whose stage-change timestamp predates its creation timestamp) is defined entirely by Pipedrive deal/person fields, and this connection has no Pipedrive tables and no CT-side filter or measure that can reprodu", "prompt_sha256": "112e6683beec6fb0", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request references membership from a 'third result' of a prior pipeline and a stage-change timestamp column that is not present in the provided schema, so a faithful query cannot be constructed.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No colum", "prompt_sha256": "cedf7b9e083b0d02", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "cedf7b9e083b0d02", "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": "error", "pivot": null, "query_id": "f66ffb9c-107c-42e5-8231-18fd8b12d465", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-f66ffb9c-107c-42e5-8231-18fd8b12d465", "trace_snapshot": {"job": {"job_id": "df589be0-0fd1-4a91-a561-0fea6403fc8a", "optional_status": "done", "timing": {"base_persistence_ms": 1.2632235884666443, "optional_ms": 61.83346826583147, "queue_ms": 0.0, "required_to_ready_ms": 9933.612147346139, "submission_ack_ms": 1.8656058236956596, "total_ms": 9996.112729422748}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "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": 49482.295121997595, "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": "validation", "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": 49478.25054265559, "feature_first_useful_ms": 49466.593069024384, "first_useful_ms": 49470.3766098246, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 3.7456005811691284, "intent_family": "independent11:organization_client_type_multiple", "is_first_turn": true, "job_status": "done", "job_timings": {"base_persistence_ms": 1.5520332381129265, "optional_ms": 58.05942974984646, "queue_ms": 0.0, "required_to_ready_ms": 49301.23253073543, "submission_ack_ms": 2.7168747037649155, "total_ms": 49359.812246635556}, "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": "b00cfe2b-1d6a-46eb-bb60-8abf252855b6", "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": [{"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": "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": [], "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": "b00cfe2b-1d6a-46eb-bb60-8abf252855b6", "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": [{"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": "71996cd5-72b6-4a9c-a0dd-b09e6c5e1710", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "schema", "error_message": "Schema: The query refers to a table or column that is unavailable on the selected connection. Rephrase to only request data you have access to", "error_type": "validation", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": "SELECT DISTINCT COALESCE(CAST(pe.ct_id AS TEXT), CAST(pe.id AS TEXT)) AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE (ARRAY_LENGTH(STRING_TO_ARRAY(o.cf_client_type_tags, ','), 1) > 1) ORDER BY 1 LIMIT 10000", "generated_sql_pretty": "SELECT DISTINCT\n COALESCE(CAST(pe.ct_id AS TEXT), CAST(pe.id AS TEXT)) AS user_id\nFROM pipedrive.persons_enriched AS pe\nJOIN pipedrive.organizations AS o\n ON o.id = pe.org_id\nWHERE\n (\n ARRAY_LENGTH(STRING_TO_ARRAY(o.cf_client_type_tags, ','), 1) > 1\n )\nORDER BY\n 1\nLIMIT 10000", "id": "6db00082-2bb7-46f0-a438-9d7a9c7c1153", "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": "b48124827835f17c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema context lists table names (persons, persons_enriched, organizations) but no columns, and no curated fact defines where a 'client-type tag' lives, so I cannot generate a trustworthy query.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"Need the", "prompt_sha256": "d9cb5c037c9777e8", "provider": "zai", "sampling_pin": "off"}, {"attempt": 3, "escalated": false, "model": "glm-5.2", "prompt_sha256": "515d6f406ed89bbc", "provider": "zai", "sampling_pin": "off"}, {"attempt": 4, "escalated": true, "model": "glm-5.2", "prompt_sha256": "d60d23b384fb8c19", "provider": "zai", "sampling_pin": "off"}, {"attempt": 5, "escalated": false, "model": "glm-5.2", "prompt_sha256": "de5fd8b9f4409051", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "de5fd8b9f4409051", "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": "error", "pivot": null, "query_id": "b00cfe2b-1d6a-46eb-bb60-8abf252855b6", "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": null, "guard": null, "kind": "error", "proven_guard": false, "raw_error_message": "The generated query referenced a column or table that doesn't exist. Retry to regenerate it, or rephrase the question.", "raw_error_type": "validation", "raw_status": "error", "reason_code": "BI_VALIDATION_001", "suggested_rephrase": "Rephrase to only request data you have access to"}, "time_window": null, "trace_id": "7696f600e6e1beeb260d43e2b976a2d1", "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": "7696f600e6e1beeb260d43e2b976a2d1", "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": "3e439da0-b595-440c-9be5-475e13437eb5", "optional_status": "done", "timing": {"base_persistence_ms": 1.5520332381129265, "optional_ms": 58.05942974984646, "queue_ms": 0.0, "required_to_ready_ms": 49301.23253073543, "submission_ack_ms": 2.7168747037649155, "total_ms": 49359.812246635556}}, "row_count": null, "status": "running", "timing": {"admission_ms": 0.03, "connection_ms": 12.27, "execute_ms": 0.0, "explain_ms": 0.0, "merge_ms": 0.0, "parse_ms": 0.0, "required_checks_ms": 0.0, "retrieval_ms": 0.0, "sql_execution_ms": 0.0, "started_at": "2026-09-06T12:00:00+00:00", "total_ms": 0.0, "validate_ms": 0.0}, "trace_id": "7696f600e6e1beeb260d43e2b976a2d1", "was_slow": false}, "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_VALIDATION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_client_type_multiple:t2:base:repeat1", "case_id": "independent11:organization_client_type_multiple:t2", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 8441.368448548019, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 8438.513388857245, "feature_first_useful_ms": 8428.935717791319, "first_useful_ms": 8431.516317650676, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.5401385501027107, "intent_family": "independent11:organization_client_type_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.044546253979206, "optional_ms": 61.92809250205755, "queue_ms": 0.0, "required_to_ready_ms": 8295.584824867547, "submission_ack_ms": 1.389787532389164, "total_ms": 8358.072795905173}, "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_client_type_multiple: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": "3edb1a63-7d9e-48e6-8fef-2bbebb98daa1", "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": [{"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.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 82, "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": 71, "system": "CT", "text": "client-type"}, {"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": "3edb1a63-7d9e-48e6-8fef-2bbebb98daa1", "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": [{"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": "71996cd5-72b6-4a9c-a0dd-b09e6c5e1710", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "62e5cb0e-48f5-4a08-9b95-e98c24064fa5", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The request cannot be translated: the provided schema lists no columns for any table, and 'more than one client-type tag' / 'first checked result' reference structures and columns (e.g. client-type tags on organizations or persons) that are not defined anywhe", "prompt_sha256": "92667d4be801517c", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "8b8a0ce6c884330f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "8b8a0ce6c884330f", "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": "error", "pivot": null, "query_id": "3edb1a63-7d9e-48e6-8fef-2bbebb98daa1", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-3edb1a63-7d9e-48e6-8fef-2bbebb98daa1", "trace_snapshot": {"job": {"job_id": "5796cc24-160a-4385-b128-b9afeb63f567", "optional_status": "done", "timing": {"base_persistence_ms": 1.044546253979206, "optional_ms": 61.92809250205755, "queue_ms": 0.0, "required_to_ready_ms": 8295.584824867547, "submission_ack_ms": 1.389787532389164, "total_ms": 8358.072795905173}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_client_type_multiple:t3:base:repeat1", "case_id": "independent11:organization_client_type_multiple:t3", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 5396.664822474122, "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": "execution", "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": 5394.215346314013, "feature_first_useful_ms": 5120.253479108214, "first_useful_ms": 5122.453914955258, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.1718451753258705, "intent_family": "independent11:organization_client_type_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 1.075737178325653, "optional_ms": 63.06488160043955, "queue_ms": 0.0, "required_to_ready_ms": 5027.587041258812, "submission_ack_ms": 1.2689335271716118, "total_ms": 5091.253133490682}, "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_client_type_multiple: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": "01d02779-969d-408a-91af-e680fbddbd58", "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": [{"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": 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": [], "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": "01d02779-969d-408a-91af-e680fbddbd58", "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": [{"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": "71996cd5-72b6-4a9c-a0dd-b09e6c5e1710", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "f2908b0c-32eb-435d-ae61-9ff750c5ec3f", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"The schema context provides no column definitions for the tables, and the request depends on a prior result ('first result', 'checked IDs') and a 'client-type tag' notion that has no corresponding column in the provided schema, so a correct query cannot be co", "prompt_sha256": "7e25ae8b60794d2c", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "7e25ae8b60794d2c", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Show the same checked IDs for the Pipedrive people at an organization with more than one client-type tag 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": "01d02779-969d-408a-91af-e680fbddbd58", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-01d02779-969d-408a-91af-e680fbddbd58", "trace_snapshot": {"job": {"job_id": "df8fc382-b018-40f4-9bf9-e35dc6fd13cf", "optional_status": "done", "timing": {"base_persistence_ms": 1.075737178325653, "optional_ms": 63.06488160043955, "queue_ms": 0.0, "required_to_ready_ms": 5027.587041258812, "submission_ack_ms": 1.2689335271716118, "total_ms": 5091.253133490682}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}
{"action": "query", "actual_rows": [], "actual_shape_review": {"status": "verified"}, "attempt_id": "independent11:organization_client_type_multiple:t4:base:repeat1", "case_id": "independent11:organization_client_type_multiple:t4", "completeness_review": {"status": "no_truncation_reported", "was_truncated": false}, "completion_ms": 11805.814290419221, "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": "execution", "expected_conversation_turns": 4, "expected_rows": [{"client_count": 32}], "feature_clock_scope": "submission_to_terminal_result_read", "feature_completion_ms": 11803.251742385328, "feature_first_useful_ms": 11790.009814314544, "first_useful_ms": 11792.296833358705, "fixture": "base", "guard": null, "http_status": 202, "independent_oracle_ms": 2.259618602693081, "intent_family": "independent11:organization_client_type_multiple", "is_first_turn": false, "job_status": "done", "job_timings": {"base_persistence_ms": 3.355446271598339, "optional_ms": 57.5298210605979, "queue_ms": 0.0, "required_to_ready_ms": 11498.748825863004, "submission_ack_ms": 1.6710683703422546, "total_ms": 11556.872396729887}, "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_client_type_multiple: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": "0e764787-11d0-4713-bf93-6fb07580973a", "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": [{"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.client_360.client_type", "columns": ["ct.client_360.client_type"], "end": 75, "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": 64, "system": "CT", "text": "client-type"}, {"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": "0e764787-11d0-4713-bf93-6fb07580973a", "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": [{"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": "71996cd5-72b6-4a9c-a0dd-b09e6c5e1710", "cost_estimate": null, "created_at": "2026-09-06T12:00:00Z", "data": [], "definition_refs": [], "enrichments": [], "error_class": "semantic", "error_message": "Semantic: The query could not preserve the requested meaning or scope. Try the query again in a few moments", "error_type": "execution", "execution_time_ms": 0.0, "federation_metadata": null, "generated_sql": null, "generated_sql_pretty": null, "id": "00668e49-9888-4586-9078-c7d4378575b4", "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", "non_sql_excerpt": "```json\n{\n \"sql\": \"\",\n \"explanation\": \"I cannot generate this query: 'client-type tag membership' and 'the third result' are not available or defined in the provided schema (tables list no columns), and no prior result set exists to reference.\",\n \"confidence\": \"uncertain\",\n \"warnings\": [\n \"No", "prompt_sha256": "276bc28c986650d6", "provider": "zai", "sampling_pin": "off"}, {"attempt": 2, "escalated": false, "model": "glm-5.2", "prompt_sha256": "b4082b1fd7bb7d4f", "provider": "zai", "sampling_pin": "off"}], "model": "glm-5.2", "prompt_sha256": "b4082b1fd7bb7d4f", "provider": "zai", "row_touching": false, "sampling_pin": "off"}}, "metrics_used": [], "nl_query": "Keep the Pipedrive people at an organization with more than one client-type tag 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": "0e764787-11d0-4713-bf93-6fb07580973a", "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 failed to run. This could be due to a database issue or invalid data in your query.", "raw_error_type": "execution", "raw_status": "error", "reason_code": "BI_EXECUTION_001", "suggested_rephrase": "Try the query again in a few moments"}, "time_window": null, "trace_id": "federated-0e764787-11d0-4713-bf93-6fb07580973a", "trace_snapshot": {"job": {"job_id": "03e19f52-9f99-4c65-a2b0-afae2df9bd96", "optional_status": "done", "timing": {"base_persistence_ms": 3.355446271598339, "optional_ms": 57.5298210605979, "queue_ms": 0.0, "required_to_ready_ms": 11498.748825863004, "submission_ack_ms": 1.6710683703422546, "total_ms": 11556.872396729887}}}, "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_EXECUTION_001"}, "unit_surface_agreement": "unverified", "was_submitted": true}