[oanhca1367-lgtm]

Summary

Follow-up to #1924. Four gaps in the checks of agentic_document_skill, three found in review of #1924:

1. "Add a page" was not checked. visualizations accepts a chart on any page, and page_charts lets a kept page hold more charts. An edit that pushed the new chart onto an old page passed. New key rework.new_page_charts.
2. rework.filters was compared with == on the whole wire form. A converter change that added or dropped one display key (title, multiselect) would fail every rework item. Each filter is now compared only on the keys the item states.
3. period could only state absolute dates. period can now state a relative range in the AaC form a v2 draft carries: {"granularity", "from", "to"}, with no type.
4. Where each chart of a document built from a dashboard applies the period was not checked. New key chart_periods.

Context: QA-30024 (E2 copilot quality evals). No dataset in a nightly tier uses rework yet, so nothing that runs today changes score.

1. rework.new_page_charts

"rework": {
  "base_document_id": "q3_review",
  "keeps_pages": ["page1", "page2", "page3"],
  "new_page_charts": ["revenue_by_category"]
}

Strict check	Passes when	Fails when
document_new_page_charts	each listed chart is on a visible page whose id is not in keeps_pages	the chart is only on kept pages, only on a hidden page, or nowhere

The key needs keeps_pages, since that list is what defines "old", and keeps_pages must list every page of the open document (user_context.view.document.definition), which must be sent and have no hidden page: an unlisted or re-shown old page would otherwise count as new. The run fails validation before any request otherwise.

2. rework.filters

• The document must still have exactly the stated filter ids: a lost or an added filter fails, and is named.
• Each filter is compared on its type, which every entry must state, and on the other keys the item states. An item can state {type, using, state} and ignore display keys.
• A date filter's granularity, from and to are compared even when the item leaves them out: leaving out from and to states all time, so a drafted range fails it, and a range stated without granularity fails any drafted granularity. This follows the dashboard grader, where absence is significant for a date filter too.
• An attribute filter's state is compared on its selection: include/exclude and the values in any order; no values means all. The selection helpers and same_unordered_values move from the dashboard grader to core/agentic/_filters.py, so both graders read a selection the same way. The dashboard grader's behavior does not change.
• An entry must be an object that states its type; an attribute filter entry also its using and state (null for all), and a date filter entry its date, since a key the item leaves out is not compared and the filter could move to another label, selection or date dataset unnoticed. Its state, when given, must be an object whose include/exclude is a list, with at most one of the two holding values; an attribute filter's state holds no other key.
• Drafted filters that are not an object keyed by filter id, or a drafted state that is not a selection, fail instead of reading as "no filters" or crashing.

Draft vs. item	Result
extra key, display keys dropped, filter retitled	pass
selection dropped or emptied, other value, include ↔ exclude, other using	fail
filter lost or added, filter of another type, all-time date filter given a range, date filter moved to another date dataset	fail

3. Relative period

"period": {"granularity": "MONTH", "from": -6, "to": -1}

This is how gen-ai's draft arrives for "the last 6 full months": AaC writes a relative period as {granularity, from, to} and an absolute one as {from, to}, so the granularity is what marks it relative. A draft passes only if its v2 period is relative with the same granularity, from and to. A fixture granularity the code converter never writes (GDC.time.month, WEEK) is rejected before the run, since it could never match. A shifted range, another granularity, an absolute period or an aac-v1 document fails. The simulated user's reply states the relative range the same way. Absolute start/end items behave as before.

4. chart_periods

"chart_periods": {"<Sales Goal>": "customer_created_date", "<Net Sales Over Time>": "date", "<Seasonality>": null}

For a document built from a dashboard, each chart applies the period where the dashboard applies its date filter: on the chart's own date dataset, or not at all for a chart the filter does not reach. gen-ai writes that per widget in AaC: date, plus ignore_document_period: true for a chart the filter does not reach (the widget keeps a date; see dashboard_period.py and _ignore_period in draft_document_v2_tool.py in gen-ai). chart_periods states it per chart; null means the chart must ignore the period. Every placement of a chart on a visible page must agree, and a chart left out of the document fails. Scored as document_chart_periods, only when the item states it; on aac-v2 documents only.

Draft vs. item	Result
chart on its own date; unreached chart with ignore_document_period	pass
unreached chart applies the period; chart on another date; reached chart ignores the period (even on its own date)	fail
chart missing, only on a hidden page, or one of two placements differs	fail

Test plan

• pytest packages/gooddata-eval: 2989 passed, 1 skipped (83 new tests over master)

• Live check on a dev workspace, one run per item, agent pinned: a "last 6 full months" document arrives with {"granularity": "MONTH", "from": -6, "to": -1} and passes the relative item; a kept date filter, a new page on an open document, new drafts with no open document, a rework of an open document whose period is relative ({"granularity": "YEAR", "from": -5, "to": -1} kept), and a Q1 2025 document from a dashboard showing all time (Sales Goal on customer_created_date, the unreached Seasonality chart with ignore_document_period) all pass

• ruff, ty: clean

• Replay of a real aac-v2 draft (a page added to the open document on a dev workspace) through the grader on master with the item as it was, and through this PR with the item as it is now:

  Draft	master	This PR
  as drafted	pass	pass
  converter leaves out the filter's title and multiselect	fail (false fail)	pass
  selection changed to Canada	fail	fail
  new chart moved onto the old page, new page removed	pass (false pass)	fail
  new page hidden	fail	fail

• Replay of a real date filter drafted on a dev workspace ({"type": "date_filter", "granularity": "MONTH", "date": "date", "from": -6, "to": -1}): as drafted, pass; moved to customer_created_date or with date dropped, fail

• Replay of the real dashboard draft above through chart_periods: as drafted, pass; the Seasonality widget's ignore_document_period removed, fail; Sales Goal moved to date, fail; Net Sales Over Time given ignore_document_period, fail

• Mutation check: each of these, injected into the grader, fails at least one new test: a chart on a kept page counted as new; using ignored; the selection ignored; relative from ignored; a relative period read by type instead of its granularity; an added filter ignored; a date filter's unstated range ignored; the filter type ignored; granularity left out of the date range keys; a non-object filter collection read as none; a non-object state read as a selection; a fixture state that is not an object accepted; selections compared in order; selection values ignored; an include that is not a list read as a selection; a falsey drafted state read as all; a state with both include and exclude accepted; keeps_pages allowed to leave out an open page; a hidden open page allowed; an open document sent without pages allowed; an attribute filter state with an unknown key read as all; an entry without type accepted; an attribute filter entry without using or state accepted; a date filter entry without date accepted; for chart_periods: the ignore flag not required, the date not compared, the ignore flag not checked on a dated chart, a missing chart passed, hidden pages counted, only the first placement read, the check always published, a v1 document scored, a blank dataset accepted

Known limits

• A date filter's null bound and an omitted bound read the same: both are an open end. The dashboard grader's all-time check reads a present null bound as a range instead; no document case is known where the two differ.
• A new page is told apart from an old one by its id. A new page that reused an old page's id would read as the old page; gen-ai assigns page ids, so this is not expected.
• new_page_charts cannot be stated over an open document with a hidden page (rejected in validation), since showing that page again would count as a new one.

Downstream

• gdc-nas ci/combo_report.py does not list the rework scores or document_chart_periods; the paired change goes with the gdc-nas PR that bumps the gooddata-eval pin.

Risk

Low. Only items that state rework, a relative period or chart_periods are affected, and none runs in a nightly tier yet. The dashboard grader only changes its imports of the selection and value helpers.

🤖 Generated with Claude Code

https://claude.ai/code/session_011CpUh9hFjL8SbdpFxBGRXp

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Walkthrough

The change adds shared filter-selection helpers for dashboard and document grading. Document rework evaluation now compares specified filter fields, checks required charts on new pages, and supports relative-period expectations.

Changes: Rework evaluation

Layer / File(s)	Summary
Shared filter selection packages/gooddata-eval/src/gooddata_eval/core/agentic/_filters.py, packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py	Shared helpers read, describe, and compare attribute-filter selections and unordered values. Dashboard grading uses them for comparisons and mismatch reporting.
Document rework filter grading packages/gooddata-eval/src/gooddata_eval/core/agentic/document_skill.py, packages/gooddata-eval/tests/test_agentic_document_skill.py	Rework expectations validate filters by ID and type. Scoring reports missing and extra filters and compares specified fields, attribute selections, and date ranges. Tests cover malformed states and filter mismatches.
New-page chart scoring packages/gooddata-eval/src/gooddata_eval/core/agentic/document_skill.py, packages/gooddata-eval/tests/test_agentic_document_skill.py	Rework expectations can require charts on pages outside the kept-page IDs. Scoring checks for those charts on visible pages and records a separate placement result.
Relative-period expectations packages/gooddata-eval/src/gooddata_eval/core/agentic/document_skill.py, packages/gooddata-eval/tests/test_agentic_document_skill.py	Period expectations accept relative granularity and integer bounds. Evaluation compares them with v2 relative periods and formats relative ranges in simulated replies and failure messages.

Estimated code review effort: 3 (Moderate) | ~25 minutes

Possibly related PRs

• gooddata/gooddata-python-sdk#1910: Adds dashboard filter-bar grading and shares attribute-filter selection behavior with this change.

Merge Risk: Low · up to 77378

The new rework checks can occasionally credit a draft that should fail. These are edge cases that fixtures can avoid, and they do not change scores for evaluations that run today. Tightening them before or soon after merge would be good, but they should not block it.

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Title check		The title "feat(gooddata-eval): check new pages, filters and periods in documents" matches the main change. The PR adds a rework.new_page_charts check, stricter rework.filters comparison, and relative…
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Explanation

The title "feat(gooddata-eval): check new pages, filters and periods in documents" matches the main change. The PR adds a rework.new_page_charts check, stricter rework.filters comparison, and relative-period support for document grading in gooddata-eval. The title names the package, the change type, and the three areas covered, so a teammate scanning history can tell what changed. The title is 70 characters, which is within a reasonable length for a commit or PR title.

• Autofix · Keep fixing CodeRabbit findings and required CI, and resolving merge conflicts

_{A rabbit checks each filter’s state
And sorts the values, small and great
New-page charts appear in view
Relative ranges match there too
The review notes are tucked away
Then hops through fields to end the day}

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Codecov Report

❌ Patch coverage is 99.49239% with 1 line in your changes missing coverage. Please review.
✅ Project coverage is 86.59%. Comparing base (c9c6140) to head (154a97e).

Files with missing lines	Patch %	Lines
...l/src/gooddata_eval/core/agentic/document_skill.py	99.41%	1 Missing ⚠️

Additional details and impacted files

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- Around line 13-15: Validate that attribute_filter’s state is a mapping before
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- Around line 781-782: Update the `actual_filters` validation so omitted
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packages/gooddata-eval/src/gooddata_eval/core/agentic/document_skill.py-787-788: 1

787-788: Minor · Functional Correctness · Quick win

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Distinguish an omitted filters key from explicit null.

If a draft contains "filters": null and the expectation is {}, this normalization makes document_filters_kept pass. Only an omitted filters key represents a document without filters; an explicit null is not an object keyed by filter ID. Check key presence before normalizing. This is a remaining case of the malformed-collection concern raised in the previous review. (raw.githubusercontent.com)

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- Line 734: Update the new-page detection around holders and kept to compare
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- Line 726: Update the date-filter comparison in document_filters_kept to
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