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Briefing toolkit for Crude Code inner agents — widget builders, SQL helpers, and worked example templates.

Project description

crude-analyst — briefing toolkit for the data analyst agent

A composer for oil & gas briefings. Read this whole file before composing any briefing — most questions can be answered in 4-5 tool calls if you follow the loop below.

The loop

For every question, do this:

  1. Pick the example shape that matches the question.

    cat /usr/local/lib/python3.11/dist-packages/crude_analyst/examples/<shape>.py
    
    Question shape Example file
    "What is X right now" snapshot.py
    "How has X changed over T" trend.py
    "Top N by metric" ranking.py
    "X vs Y" comparison.py
    "Find rows where X happens" detection.py
    Investigative, several themes multi_section.py
  2. Sanity-check the data with at most 3 run_sql calls (BATCH THEM in one assistant message — don't serialize). Use crude_analyst.describe, date_range, peek to skip writing schema SQL by hand.

  3. Write /tmp/briefing.py by copying the example and editing the CONFIG block + headline/tldr/commentary. Use the file editor tool (str_replace_based_edit_tool) for clean multi-line writes — DO NOT use bash heredocs for the briefing script; quoting will bite you.

  4. Run it:

    python3 /tmp/briefing.py
    

    Prints "Saved." on success, or PERSIST_ERROR: 422 {widgets: [...]} if a widget query failed. Read the error, fix the query, re-run.

That's the loop. 4-5 tool calls total. If you're past 8 you're over-exploring.

Hard rules

  • The sandbox cannot connect to the database. run_sql is the only path. Do not try psycopg2, psql, pg_dump, hunt for .env files, or pip install a DB driver — none of it works.
  • Widgets carry SQL strings. The server runs the SQL after you persist. You do not need to (and should not) compute final result rows in this sandbox.
  • One bash call should compose + persist. If you're regenerating the whole /tmp/briefing.py more than twice, stop and read the example again.
  • persist() reads the URL from $CRUDE_PERSIST_URL. Don't hardcode it.

Public API at a glance

from crude_analyst import (
    # Widget builders
    callout, table, line_chart, bar_chart, commentary,
    # Composition
    section, briefing, error,
    # I/O
    persist, PersistError,
    # SQL: time-series
    bucket_time, auto_granularity,
    # SQL: window functions
    rolling, lag, lead, pct_change,
    # SQL: filters (compose with AND)
    last_n_days, last_n_months, last_n_years, ytd, between,
    # SQL: ranking
    top_n,
    # SQL: event detection
    threshold_events,
    # SQL: schema introspection
    describe, date_range, peek,
)

Every function has docstring docs (help(crude_analyst.X)).

What each layer does

Mechanical (widget builders)

Build validated widget dicts. Each builder enforces the spec shape — no domain knowledge.

  • callout(label, code='WTI_USD') — commodity callout from spot_prices
  • callout(label, query='SELECT count(*) AS n ...', value_template='{n} rigs') — query callout
  • line_chart(label, query=...) — query must alias columns as x and y
  • bar_chart(label, query=..., orientation='horizontal') — same shape as line
  • table(columns=[{key, label, align}], query=...) — query column keys must match
  • commentary(text, tone='neutral|bullish|bearish|warning')

Composition

  • briefing(headline, tldr, widgets=[...]) — flat: wraps in one section
  • briefing(headline, tldr, sections=[section(...), ...]) — sectioned
  • section(label, layout, widgets) — layouts: full-width, 3-col, 2-col

SQL builders (return strings — drop into query=)

  • bucket_time(table=, date_col=, value_cols={col: fn}, days_back=, granularity='auto') — full SELECT with date_trunc and auto-bucketing per the palette rule
  • rolling(col, window=10, fn='AVG', order_col='price_date') — fragment
  • pct_change(col, periods=1, order_col='date') — fragment
  • top_n(table=, group_by=, order_by='SUM(x)', n=10, where=) — full SELECT
  • threshold_events(table=, date_col=, value_col=, rolling_window=, threshold_pct=) — full SELECT; returns event_start, event_peak, start_value, peak_value, pct_move
  • last_n_days(date_col, 90), between(date_col, '2024-01-01', '2024-12-31') — fragments
  • describe(table), date_range(table, date_col), peek(table, n=5) — full SELECTs

Examples

Six runnable templates in crude_analyst/examples/. Pick by shape, not topic.

When examples don't fit

For unusual question shapes, compose by hand using the widget + SQL helpers above. The examples are starting points, not the only allowed shapes. But: first try to fit the question into one of the six. Most questions do.

Where it runs

The Managed Agents data-analyst sandbox installs this package from PyPI at environment build time. The agent imports it inside the sandbox to compose briefing specs and POST them to the persist endpoint.

Source

https://github.com/petroleumPythoneer/crudecode (packages/crude-analyst/)

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