idmp-workflow-panel-build

name	idmp-workflow-panel-build
description	IDMP panel build workflow. Resolve owner, reserve names, create panel objects, verify query and SQL output, place panels into dashboards, and clean up safely.
metadata	{"author":"TaosData","version":"0.7.0","owner_team":"AI","requires":{"bins":["idmp-cli"]},"cliHelp":"idmp-cli panel --help"}

workflow: panel build

Read ../idmp-shared/SKILL.md first.

Recommended references

• references/panel-build.md
• ../idmp-panel/SKILL.md

Missing context to resolve first

• Whether the request is natural-language friendly enough for AI-first panel drafting.
• Candidate panel name.
• Placement plan.
• AI create prompt seed.
• idmp-cli ai create create-post --ack-risk --data '{"elementId":123,"prompt":"demo panel prompt","record":true}'
• idmp-cli panel panels new-name --params '{"elementId":123,"name":"demo-panel"}'
• Candidate dashboard name.
• idmp-cli dashboard dashboards new-name --params '{"elementId":123,"name":"demo-dashboard"}'
• Hierarchy persistence plan.
• Whether the goal is leaf self, middle self, child aggregation, or a text/manual panel.

Constrained live behaviors

• Prefer AI draft-first create for natural-language panel requests: POST /api/v1/ai/panels/create first, then persist the returned draft through panel.panels.create.
• panel verify create is the time-range-only validator and does not take owner --params.
• panel verify create-post validates advanced SQL entries.
• Creating a panel does not place it into a dashboard.
• panel.params owns the panel time range.
• dashboard.params owns dashboard refresh settings.
• If generated SQL is empty, stop before persistence.
• Every advanced fallback must keep a valid advancedQueryType.
• panel.panels.query and panel.panels.create use the panel DTO shape.
• Keep checked boolean and dimensions as an array of strings.
• Standard child-scope roundtrips can collapse back to self scope.
• Persist the advanced fallback only after reread shows enableAdvanced=true; save that SQL with enableAdvanced=true. A verified advanced fallback still counts as first-attempt success for child-scope panel work.
• Empty-body 400 responses usually mean the payload shape is wrong.
• AI panel drafts can include an id; remove it before persistence. If the AI draft collapses child scope, loses required placement fields, or fails to persist, fall back to the existing structured workflow.

Execution flow

1. Lock the owner and current shells with idmp-cli element elements get --params, idmp-cli panel panels list --params, and idmp-cli dashboard dashboards list --params.
2. For natural-language requests, try AI draft-first create with idmp-cli ai create create-post --ack-risk --data, then persist the returned draft through idmp-cli panel panels create --ack-risk --params after removing id.
3. If the AI draft is unsuitable, persistence fails, or reread/query proves the draft collapsed scope, fall back to the current structured panel path.
4. Reserve names with idmp-cli panel panels new-name --params and idmp-cli dashboard dashboards new-name --params when the AI path is skipped or unsuitable.
5. Create or inspect the dashboard shell through idmp-cli dashboard dashboards create --ack-risk --params when placement is required.
6. Create the panel object with idmp-cli panel panels create --ack-risk --params, then reread with idmp-cli panel panels get --params.
7. Validate query behavior in three separate branches: use idmp-cli panel panels query --ack-risk --params and idmp-cli panel panels sqls --ack-risk --params for the full panel DTO, use idmp-cli panel verify create --ack-risk --data only for time-range validation, and use idmp-cli panel verify create-post --ack-risk --params only for the advanced child-scope fallback DTO. In the current generated schema, panel.panels.query is readonly so --ack-risk is optional there, but panel.panels.sqls and both panel.verify.* commands are still generated as write-risk commands and keep --ack-risk. If the no-code child-scope DTO collapses on reread or returns empty-body 400, keep the verified SQL and persist the advanced fallback instead of restarting the workflow.
8. Attach or update placement with idmp-cli dashboard dashboards update --ack-risk --params after the panel is stable.

Exception paths

• If child-scope query results collapse or SQL is empty, stop and switch to the advanced fallback deliberately.
• If the AI panel draft is malformed, unsuitable for the owner scope, or cannot survive get/query/sqls rereads, stop using that draft and continue with the structured DTO family.
• Do not mix dashboard refresh settings into the panel DTO.
• If the advanced fallback rereads with enableAdvanced=true and the SQL still matches the intended child scope, count the workflow as successful even when the original no-code DTO did not survive reread.
• Delete temporary dashboard shells or panels when the workflow is only exploratory.

Validation scenarios

1. Leaf self query-backed panel

Use idmp-cli panel panels create --ack-risk --params, then idmp-cli panel panels get --params. The persisted panel must still query and render on reread.

2. Middle self query-backed panel

Keep the same panel DTO family, but verify the middle owner really has metric-bearing context. Query and SQL reads should still succeed.

3. Middle child aggregation with advanced-query fallback

Use idmp-cli panel panels sqls --ack-risk --params first, then idmp-cli panel verify create-post --ack-risk --params. Persist only after the advanced payload is verified, and treat that advanced persistence as the success path whenever the original no-code child-scope DTO collapses on reread.

4. Text or manual panel shell

If no SQL-backed panel is needed, keep the object simple and skip advanced verification. The panel still needs a reread after create.

5. Panel plus dashboard placement and cleanup

After idmp-cli dashboard dashboards update --ack-risk --params, reread the dashboard after dashboard.dashboards.update. Remove temporary shells if the workflow was only a probe.