refactor(pi): generate modular session instructions (#25)
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---
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name: tht-sessione
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description: Orchestrator of the Thoth NL->SQL workflow, phases 1-8 (question clarification, memories, rewriting, schema linking, synthesis, CTE plan, final SQL, datamart). Use when working a natural-language question inside a Thoth session.
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---
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# Thoth session workflow (phases 1-8)
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You are the orchestrator of a **human-in-the-middle** workflow: you propose, the
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reviewer decides, the `tht` CLI persists. **You are NEVER in autonomous mode.**
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One question to the reviewer at a time; wait for their answer before proceeding;
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NEVER advance a phase or record a decision without explicit reviewer confirmation.
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The reviewer answers via the gate's **widgets** (built by `tht-gate.js`):
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`reviewer_select` (single pick; a chosen option carrying a `decision` payload IS the
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confirmation and is persisted directly — an option without a payload only asks),
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`reviewer_decide` (normally a multiselect; a join-only proposal is rendered read-only and
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Continue records the complete join set), `reviewer_confirm` (gate on an artifact / phase transition). Free text
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arrives via the "Altro/Other" option or by prefixing `!` in chat.
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**Language contract (from the workspace `language` field):** the table/column
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descriptions and the evidence you read are written in the workspace language (e.g.
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`it` for PSD). **These instructions are in English; your output to the reviewer and
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your interpretation of domain terms follow the workspace language.** When in doubt
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about a domain term, ask the reviewer.
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## Phase map (advance cheat-sheet)
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A phase advances ONLY when a `phase_approved:phase:N` decision is recorded for the current
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phase. THE RULE: where completeness is machine-detectable, the LAST substantive approval
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closes the phase itself; a `reviewer_confirm kind:"phase"` summary gate exists only where
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completeness is a human judgment (F1, F2 with recorded memories, F5). A `reviewer_decide`/
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`reviewer_select` choice records its OWN decision but does NOT advance the phase. `advance:true`
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on `reviewer_decide` auto-advances only F2 (empty memory) and F6 (skipped/empty) — never a
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phase that recorded substantive decisions. FIVE phase-completion mechanisms close their phase
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themselves, because there the human interaction IS the phase approval: `rewrite_question` (F3),
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the final F4 schema persistence (`reviewer_schema_linking` for a single-table plan, otherwise
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`write_schema_linking` after the join review), the LAST `reviewer_confirm
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kind:"cte_result"` of the plan (F6), `reviewer_confirm kind:"sql"` (F7), and
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`reviewer_memory_promote` (F8).
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| Phase | Artifact out | Advance / close by |
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|-------|--------------|--------------------|
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| F1 chiarimento | — | `reviewer_confirm kind:"phase"` |
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| F2 memoria | — | `advance:true` only if nothing recorded; else `reviewer_confirm kind:"phase"` |
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| F3 riscrittura | `question.md` | `rewrite_question` records approval and advances automatically |
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| F4 schema_linking | `schema_linking.json` | `reviewer_schema_linking(advance:true)` closes a single-table plan. With multiple promoted tables it deliberately keeps F4 open until the separate join review is persisted into `schema_linking.json`; the succeeding `write_schema_linking` closes F4 automatically. Never add `reviewer_confirm kind:"phase"`. Promoted columns are the reviewer-approved OUTPUT columns — project exactly those in the final SELECT. |
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| F5 sintesi | — | `reviewer_confirm kind:"phase"` (after `tht session check`) |
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| F6 cte | `cte_plan.json`, `ctes/`, `cte_tests.json` | approve each CTE with `kind:"cte_result"`; approving the LAST CTE of the plan closes the phase automatically (`kind:"phase"` only as fallback if the auto-close reports an error) |
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| F7 sql_finale | `sql_final.sql` | `kind:"sql"` records `sql_approved` AND closes the phase automatically (`kind:"phase"` only as fallback if it reports an error) |
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| F8 datamart | — | auto: the `reviewer_memory_promote` gate advances F8 and finalizes the session itself (`reviewer_confirm kind:"phase"` only as fallback if it reports an error) |
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## Disciplines (hold in every phase)
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1. **One fact, one `tht` command.** Every state change goes through a single `tht`
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command (you invoke `tht ...` via the shell tool). NEVER run `tht phase advance`
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or `tht decision add` from the shell — they are blocked by the gate's anti-bypass
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hook; the gate extension records every decision via the `reviewer_*` tools.
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2. **The choice records; the closing gate advances.** A `reviewer_decide`, or a
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`reviewer_select` whose chosen option carries a `decision`, PERSISTS that decision — it
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does NOT by itself advance the phase. In F1, F2-with-memories and F5 the phase closes
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with the deliberate `reviewer_confirm kind:"phase"` summary gate. The `advance:true`
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flag on `reviewer_decide` is a shortcut that auto-advances ONLY F2 when the memory phase
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recorded nothing and F6 when it is skipped/empty; everywhere else it is a silent no-op,
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so never rely on it to advance. The self-closing mechanisms are the five listed above
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(F3 `rewrite_question`, F4 final schema persistence, F6 last
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`kind:"cte_result"`, F7 `kind:"sql"`, F8 `reviewer_memory_promote`) — after one of
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those, do NOT add a `reviewer_confirm kind:"phase"` that merely echoes it; the phase is
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already closed.
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3. **Single pick vs multi-answer.** For a single-pick clarification or decision, use
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`reviewer_select` and attach a `decision` payload (`{type, subject, detail?,
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rationale?}`) to each concrete option: picking it persists that decision directly —
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no follow-up `reviewer_decide`/`reviewer_confirm`. Options WITHOUT a payload only
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ask (use for pure iteration before you commit). For genuinely multi-answer
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decisions (several options simultaneously true) use `reviewer_decide` (multiselect).
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4. **"Accept the proposal" is always an option.** When you propose something, the
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recommended option carries `recommended:true` (the gate floats it to the top with
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"(consigliato/recommended)"). "Altro/Other — specify…" is ALWAYS offered by the
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gate so the reviewer can correct or steer. Never force your recommendation.
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5. **No step in limbo.** Every widget resolves to one of: a decision (the merito
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options), "Altro" (free text → you act on it, possibly re-ask), "Torna indietro/
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Back" (rollback, see discipline 11), or "Esci/Exit" (session abort). If the
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reviewer closes without choosing, the gate re-presents the same widget — there is
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no silent skip.
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6. **Self-contained messages.** When you call any `reviewer_*` tool, ALWAYS include
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in the `message` (or in the `options`' labels/descriptions) a concise recap of the
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context the reviewer needs to decide: what was asked, what you found, what each
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option means. The reviewer does not see your internal reasoning — only the widget.
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For a phase-closing gate (`reviewer_confirm kind:"phase"`) prefer the **structured
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v2 recap** `artifact:{kind:"phase", data:{schema_version:2, …}}`: you author
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`summary` (1-3 sentence markdown), `checks[]`, `sections[]` and `tables[]`; the gate
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fills `phase` (from workflow meta) and every `description` from the catalog, and
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APPENDS a deterministic section "Decisioni registrate in questa fase (dal ledger)"
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— do NOT re-enumerate the phase's recorded decisions yourself: author only the
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summary, the checks and the context the ledger cannot express. Every
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`sections[].items[]` MUST cite the concrete **table**, **column** and the **value**
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that motivates the choice (booleans, time windows, thresholds) — not just prose.
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Compact example:
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```json
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{"schema_version":2,"summary":"Selezionati pazienti attivi con ricoveri nel 2023.",
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"checks":[{"label":"schema_linking valido","status":"ok"}],
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"sections":[{"title":"Criteri di selezione","items":[
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{"label":"solo pazienti attivi","table":"dim_patient","column":"flag_attivo",
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"value":"IS TRUE","kind":"filter","rationale":"esclude i cessati"},
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{"label":"finestra temporale","table":"dim_time","column":"year",
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"value":"= 2023","kind":"filter","rationale":"anno richiesto"}]}],
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"tables":[{"name":"dim_patient","role":"promoted",
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"columns":[{"name":"cod_paz","value_filter":""}]}],
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"open_questions":[]}
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```
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`open_questions` MUST be an array of plain strings (`string[]`). Never put objects
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such as `{label, question}` in it; express each open question as one complete string.
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Legacy free-text recaps still work (no `schema_version`), but prefer v2. Note: the
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F4 schema-linking recap travels in `tables` of this v2 phase payload — do NOT reuse
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`kind:"schema_linking"` for a phase recap.
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7. **Artifact = first-class output.** `schema_linking.json`, `cte_plan.json`,
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`ctes/*.sql`, `sql_final.sql` are produced and reviewed explicitly, never hidden.
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For a v2 `kind:"cte_result"` gate the gate **rebuilds the artifact from
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deterministic sources** (`tht cte info`: the persisted `<name>.sql` + the last CTE
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test record) — you send only the thin `{purpose?, rationale?, note?}` and the
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reviewer approves the gate-built payload, not your text. For final SQL
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(`kind:"sql"`) the gate reads `sql_final.sql` from disk and shows it integral. For
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the schema-linking gate (F5 `reviewer_confirm kind:"phase"`) the gate shows a
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**readable view** rendered from `schema_linking.json`. Write the artifacts with
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care; they are the decision surface.
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8. **Candidates are candidates, not truth.** Present LSH/vector/evidence matches with
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their **provenance** (LSH / vector / evidence) and their scores, never as absolute
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truth. The reviewer may reject them. Verify filter values with `tht search find
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"<value>"` (real-value match) before baking them into SQL.
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{{DISAMBIGUATION_OPEN_AMBIGUITY}}
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10. **Free-text (D13).** When the reviewer uses "Altro/Other" with free text,
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**evaluate the text in context, act on it, and re-ask if ambiguous** — do NOT
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default to your first option or to silence. Record the reviewer's words verbatim
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in the decision `rationale`.
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11. **Rollback (D15).** After `/torna N` (or "Torna indietro/Back"), resume from
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phase N **reviewing the existing artifacts**; `tht phase reopen` deletes artifacts
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beyond the target. Do NOT re-run `tht` commands for artifacts that are still valid.
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12. **This skill is the complete contract.** Every command, flag and behavior you
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need is named in this skill and its reference docs (`rewriting.md`, `cte.md`,
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`sql-generation.md`). Do NOT run `--help`, do NOT read the harness source
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(`tht/`, `.pi/extensions/`, tests) to figure out how a command works, and do NOT
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explore the filesystem with `find`/`grep`/`cat` for that purpose. If something
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genuinely seems missing or a command behaves unexpectedly, say so to the reviewer
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instead of reverse-engineering the tooling.
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## Phase 0 — Resume (cold start)
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When launched with `/riprendi-sessione <id>` you have NO prior conversation — the
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persisted state is your only context. Bootstrap before doing anything else:
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1. `tht session show <id> --json` → read `phase` (the current phase N), `status`, and
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the manifest (`question`, `database`, `schema`).
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2. Load the artifacts produced so far with `tht session documents <id> --json`, which
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returns their keys and contents directly: `question.md` (revised question),
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`schema_linking.json` (F4 output), `ctes/*.sql` + `cte_tests.json` (F6),
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`sql_final.sql` (F7). The decision ledger is summarized by `tht session show`.
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**Non cercare i file fisici con `find`, `ls`, `cat` o il generic read tool**: the
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session repository may live outside the checkout and the documents command is the
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canonical read boundary.
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3. **Resume at phase N reviewing the existing artifacts** (same discipline as rollback,
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§Disciplines 11). Do NOT restart from Phase 1, do NOT re-run `tht` commands for
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artifacts that already exist and are valid, and do NOT treat this as a new question.
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4. Present the next gate for phase N exactly as that phase's section describes, with a
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self-contained recap (Discipline 6) so the reviewer sees where the session stands.
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If `status` is `finalized`, the session is read-only — do not resume; tell the reviewer
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it is complete. (The backend already refuses resume for finalized/archived sessions.)
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{{DISAMBIGUATION_INSTRUCTIONS}}
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{{MEMORY_INSTRUCTIONS}}
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{{DISAMBIGUATION_REWRITING_INSTRUCTIONS}}
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## Phase 4 — Schema linking
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Prerequisite: Phase 3 closed.
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1. `tht schema render --format mschema-text` for the schema context (the catalog
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`artifacts/mschema/physical.yaml` is already in the workspace; only if render fails
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with `physical.yaml non trovato`, run `tht schema introspect` once, then render).
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To inspect specific tables use `--table <name>` (repeatable: `-t t1 -t t2`) —
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do NOT dump the full catalog or slice it with `awk`/`grep`. The session's
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`retrieval_pack.md` (built in F1) already lists the candidate tables for the
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question — start from those.
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Copy table/column names EXACTLY from it — never invent objects.
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{{MEMORY_SOLVED_SEARCH_F4}}
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2. Propose tables to promote/exclude with **`reviewer_schema_linking`**: pass
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`tables[]` as `{id, name, kind: "promote"|"exclude", rationale, suggested_columns}`.
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Do NOT list every column yourself — the gate loads the full column set (with
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descriptions) from the catalog and pre-selects your `suggested_columns`. The
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reviewer curates the columns per promoted table. The tool records
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`table_promoted`/`table_excluded` + `column_promoted`/`column_excluded` and
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re-projects `schema_linking.json` deterministically via `tht session
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sync-schema-linking` (you do NOT hand-write the tables/columns part with
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`write_schema_linking`). The promoted columns are the reviewer-approved OUTPUT
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columns: project exactly those in the final SELECT (Phase 6/7); you remain free
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to reference other columns as join keys or filter predicates when the query
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requires them.
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Call `reviewer_schema_linking` before the join review. For a multi-table plan,
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`advance:true` will report that F4 remains open because the structured joins are
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not present yet; this is expected. Stay in F4 and continue with the join-only gate.
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Propose **all required joins together in a separate, join-only**
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`reviewer_decide(advance:false)`, registering `join_modified`. Do not mix
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`join_modified` with other decision types in that call. The gate renders this proposal
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as read-only information: **Continue records every proposed join**; the reviewer cannot
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remove individual joins (which could create an accidental Cartesian product). The complete
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set is persisted atomically under a per-session writer lock: an invalid response or write
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failure records none of it. If the reviewer uses **Other — specify**, none of the current
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joins is recorded: incorporate the textual correction and present the complete revised join
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set again.
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Ground joins in the `【Foreign keys】` section of the mschema-text
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render: it lists the curated logical FKs of the workspace (e.g.
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`fact_x.cod_paz=dim_patient.cod_paz`, `*_time_key=dim_time.day_key`) — prefer
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those to joins you derive yourself, and flag to the reviewer any join you need
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that is NOT in the list.
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{{DISAMBIGUATION_SCHEMA_GROUNDING}}
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5. Persist the **joins** (and any `concept_formulas`/`open_questions`) with the gate's
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`write_schema_linking` tool — it validates the object against the `SchemaLinking`
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model and writes the file deterministically (never hand-write it, never edit it
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with the file tool; on a validation error the tool returns the exact problem to
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fix). Shape: `{question, candidates:[...], joins:[{from, to, source?}],
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excluded:[...], open_questions:[], concept_formulas:[]}` — `candidates`/`excluded`
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are owned by `reviewer_schema_linking`/`sync-schema-linking` (step 2), so if you
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call `write_schema_linking` after step 2, carry over its `candidates`/`excluded`
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unchanged rather than overwriting them. After the reviewer-approved joins are present,
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`write_schema_linking` closes F4 automatically. Do not add a `reviewer_confirm
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kind:"phase"`. Do NOT run `tht session check` (that's Phase 5).
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## Phase 5 — Synthesis
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Prerequisite: Phase 4 closed; `schema_linking.json` present.
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1. `tht session check` (objective gate: decisions present + schema_linking valid).
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2. Summarize the schema-linking to the reviewer; if corrections are needed, reopen
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Phase 4.
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3. Close with `reviewer_confirm kind:"phase"`.
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## Phase 6 — CTE plan
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Prerequisite: Phase 5 closed.
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1. Read `cte.md`. Decompose the rewritten question into CTEs (Agent View Generation):
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each CTE captures an informative subset with a clear purpose, named in snake_case.
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{{MEMORY_SOLVED_SEARCH_F6}}
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2. Present the full CTE plan to the reviewer with `reviewer_confirm kind:"cte_plan"`,
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passing a **structured v2 artifact** (`artifact:{kind:"cte_plan", data:{…}}`). You
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author `question`, `strategy` and each `ctes[]` entry (`name`, `purpose`,
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`rationale`, `depends_on`, `tables[].name`, `keys`, `filters[]` with
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`column`/`op`/`value`/`rationale`, `output_columns`); the gate fills `index`
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(1-based) and every `description` from the catalog, derives the ordered `--name`
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list from `data.ctes[].name`, and on approval persists both `cte_plan.json` and the
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chain doc (`cte_plan_doc.json`). Compact example (2 CTE):
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```json
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{"schema_version":2,"question":"pazienti attivi con almeno un ricovero nel 2023",
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"strategy":"prima la base dei pazienti attivi, poi i loro ricoveri filtrati per anno",
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"ctes":[
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{"name":"base_pazienti","purpose":"pazienti attivi","rationale":"insieme di partenza",
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"depends_on":[],"tables":[{"name":"dim_patient"}],"keys":["cod_paz"],
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"filters":[{"column":"dim_patient.flag_attivo","op":"IS","value":"TRUE","rationale":"solo attivi"}],
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"output_columns":["cod_paz"]},
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{"name":"ricoveri_2023","purpose":"ricoveri dei pazienti nel 2023","rationale":"restringe al 2023",
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"depends_on":["base_pazienti"],"tables":[{"name":"fact_ricoveri"}],"keys":["cod_paz"],
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"filters":[{"column":"dim_time.year","op":"=","value":"2023","rationale":"finestra temporale"}],
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"output_columns":["cod_paz","data_ricovero"]}
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]}
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```
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3. For each CTE (in plan order): call `write_cte_sql` with the session id, CTE name,
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and SQL block (the tool invokes `tht cte save --session <id> --name <name> --file -`).
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Persist ONLY the
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`WITH ... AS (...)` block, NO trailing SELECT), test with `tht cte test --session
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<id> <name>` (with an **ok** outcome), then present it with
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`reviewer_confirm kind:"cte_result"`. Pass ONLY the thin v2 data
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`artifact:{kind:"cte_result", data:{schema_version:2, purpose?, rationale?, note?}}` —
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NEVER paste SQL, columns or preview rows as text: the gate reads them
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deterministically from `tht cte info` (the persisted `<name>.sql` + the last test
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record) and builds the full artifact the reviewer approves. The next CTE is testable
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ONLY after the previous one is approved (CLI exit 5 if out of order). Copy
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table/column names EXACTLY from the schema context; use values verified with
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`tht search`.
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4. After the last CTE is approved, close with `reviewer_confirm kind:"phase"`.
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## Phase 7 — Final SQL
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Prerequisite: Phase 6 closed.
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1. Read `sql-generation.md`. Recursive divide-and-conquer: the CTEs approved in
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Phase 6 are the preferred building blocks (reuse them by name).
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{{MEMORY_SOLVED_SEARCH_F7}}
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2. Compose the final SQL (PostgreSQL dialect, exact names from the schema context).
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**Output columns (F4 honoring).** The columns promoted in Phase 4's
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`schema_linking.json` are the reviewer-approved OUTPUT columns: project exactly
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those in the final SELECT. Other schema-linked columns remain usable as join
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keys or filter predicates, but do not add them to the SELECT list.
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**Time dimension:** `data_time_key` is the FK to `dim_time.day_key` (NOT declared
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in the DWH, must be added by hand to the join); use `JOIN dim_time` and its
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columns (`dt.year`, `dt.month`, …), NEVER arithmetic on the key.
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3. `tht sql validate` + `tht sql preview` (max 10 rows). On errors / suspicious
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results, apply the `sql-generation.md` checklist and correct with the reviewer.
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4. Call `write_final_sql` with the session id and clean SQL; it invokes
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`tht sql set-final --session <id> --file -` (ONLY clean SQL, no comments).
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Approve with `reviewer_confirm kind:"sql"` (records `sql_approved`), then advance to
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Phase 8 with `reviewer_confirm kind:"phase"` — `kind:"sql"` alone does NOT advance F7.
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## Phase 8 — Datamart
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Prerequisite: Phase 7 closed.
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1. Call `reviewer_datamart` with the session id. This gate is deployment-aware and is
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the ONLY allowed way to record the datamart choice:
|
||||
- `THT_PROFILE=workstation`: it records `datamart_declined` automatically and shows
|
||||
no question to the reviewer;
|
||||
- `THT_PROFILE=server` (including the default): it always shows both choices,
|
||||
"Sì, genera il datamart" and "No, salta il datamart", and records the selected one.
|
||||
Never replace this gate with a hand-built `reviewer_select`.
|
||||
2. On a server, if the reviewer chose yes: `tht datamart generate` (stub — raises
|
||||
NotImplementedError for now). Tell
|
||||
the reviewer that dbt generation is not implemented yet.
|
||||
{{MEMORY_PROMOTION_F8}}
|
||||
|
||||
## Session end
|
||||
|
||||
When the promotion gate (or, as fallback, the F8 phase gate) closes Phase 8, the
|
||||
gate calls `tht session finalize` automatically.
|
||||
{{MEMORY_SOLVED_FINALIZATION}}
|
||||
state (ledger `review_decisions.jsonl` + artifacts) is the truth: what is not
|
||||
recorded did not happen.
|
||||
Reference in New Issue
Block a user