[oanhca1367-lgtm]

Summary

Two changes so a dataset can evaluate the Publisher copilot while a document is open in the editor (user_context.view.document):

1. Score an edit of the open document. agentic_document_skill scored new drafts only. A run that edited the open document failed on base_document_id ("a new draft must not edit a saved document"), so no dataset could check the copilot's edits. An item can now state a rework expectation, the document counterpart of the dashboard edit scoring in feat(gooddata-eval): score dashboard editing alongside creation #1832. Items without it score as before.
2. Send the document format on a general question. A question about the open document ran in the organization's default format, so the agent could not read an aac-v2 document. agentic_general_question now takes document_format, as the document skill does since feat(gooddata-eval): send the document format on agentic document runs #1905.

Context: QA-30024 (E2 copilot quality evals). The rework items also cover LX-3248 AC3, the agent resolving the open document from view.document.

1. rework: an edit of the open document

{
  "question": "Rename this document to E2 Sales Review",
  "user_context": {"view": {"document": {"id": "q3_review", "title": "Q3 review", "definition": {"...": "..."}}}},
  "expected_output": {
    "period": {"start": "2025-01-01", "end": "2025-12-31"},
    "rework": {
      "base_document_id": "q3_review",
      "keeps_pages": ["page1", "page2", "page3"],
      "title": "E2 Sales Review",
      "filters": {"document_filter_customer_country": {"type": "attribute_filter", "title": "Customer country", "using": "label/customer_country", "multiselect": false}}
    }
  }
}

rework key	Required	Strict check	Fails when
base_document_id	yes	document_reworks_open	the part reports another base_document_id or none, or reworks_open_document is not true
keeps_pages	no	document_pages_kept	a listed page id is not among the visible pages; a hidden page counts as lost, and each lost page is named. It checks ids, not page content
page_charts	no	document_page_charts_kept	a chart listed for a page is not on that visible page; the page may hold other charts. Each page must also be in keeps_pages
title	no	document_title_correct	the document title differs
filters	no	document_filters_kept	content.filters differs; a document without filters matches {}

Period uses the existing period key.

Why a rework key and not a type switch as in #1832: a dashboard edit comes back as a patch that the grader applies to the base before scoring. A document edit comes back as the whole drafted document, so the grader reads it directly and only needs to know which open document it must edit.

Details:

• aac-v2 only. A rework is scored on v2 documents. A v1 draft fails it with one message (a rework is scored on aac-v2 documents only, but the draft is version ...) instead of one failure per check. The new-draft checks are unchanged for both versions.
• Rejected before any request: a malformed rework (unknown key, missing or blank base id, empty keeps_pages or a blank entry, blank title, filters that is not an object), and a rework whose base_document_id is not user_context.view.document.id, including an item with no open document or an open document without an id. Without this check every run would fail on base_document_id and read as a copilot regression. An unsaved open document has no id, so a rework of one cannot be stated.
• Expected filters must be copied from a real aac-v2 run. They are compared with ==, and the wire form is the AaC converter's output, not the authored shape. The example above is copied from a staging draft.
• A rework must not be saved: saved_document_id stays null.
• A new draft (no rework) is checked by a new strict check, document_new_draft. It fails when the part reports base_document_id or reworks_open_document: true, so a "new document, keep the current one" item can tell a new draft from an edit. document_not_saved now means only that the draft is not saved yet: before, a base_document_id on a new draft also failed it.
• The simulated reply to a clarifying question asks for the change in the open document instead of a new document.
• Each check is published only when the item states it, so a check that cannot fail does not raise quality_score.

This overlaps with #1916 only where both add to the same lists (_EXPECTATION_KEYS, the end of _validate_expectation, _Applies, DocumentEvaluation, strict_checks). Whichever merges second rebases and keeps both.

2. document_format on a general question

A general question about the open document ran in the organization's default document format. On the static eval org of the nightly that gives the agent report_builder instead of document_builder (the skills list of the trace), and the agent then reads only the context summary of an aac-v2 document: title, period and page count. In a staging dispatch of the new E2 dataset, "Does this document include a chart about product returns?" failed on both Luna legs: the answer did not confirm that the document has no such chart. A nightly agent_document_skill trace, which sends aac-v2, lists document_builder.

evaluate_agentic_general_question and run_agentic_general_question take document_format as the document skill does: it is sent on every turn, recorded in the dataset-run metadata, an unknown value is rejected before any request, and None keeps the server default. gate stays the last parameter. The gdc-nas shim relays the format only for an item with user_context.view.document, so the existing general-question datasets keep their behavior.

Test plan

• ruff format, ruff check, ty check on packages/gooddata-eval: clean
• tests/test_agentic_document_skill.py: each rework check passes on a v2 document and fails when it should (an edit of another document, a new draft where an edit was expected, reworks_open_document false, a saved edit, a dropped page, a hidden page, a chart moved off its page, an old title, changed filters); pages inside sections are found; a document without filters matches {}; a v1 draft fails the rework once; fixture validation, including whitespace ids and a base id that is not the open document, both rejected before any request; the simulated reply
• tests/test_agentic_general_question.py: the format reaches the chat client, None leaves it to the server, an unknown format fails before any request, and the format is recorded in the run metadata
• Full gooddata-eval suite on py314: 2684 passed, 1 skipped
• Graded real staging drafts (aac-v2, an open document whose id was never saved, so no seeding is needed): a rename and an "add a slide to this deck" edit pass every rework check, and a "new document, keep this one" draft passes as a new draft. The same drafts against wrong expectations (another base id, an old title, a missing page, the old chart swapped onto the new page, changed filters, no rework) fail with the expected message
• Staging, local, with aac-v2: the three open-document questions answer from the document; the returns question answers "No ... it does not include a chart about product returns"
• Nightly run of the new E2 datasets once gdc-nas pins a release with this change (QA-30024)

Risk

low. rework is opt-in per item, and document_format on a general question defaults to None, so callers that do not pass it keep today's behavior. For existing items, a new draft that reports base_document_id now fails document_new_draft instead of document_not_saved: the run passes or fails as before, but the failure is under the new score name. A new draft that reports reworks_open_document also fails now. No existing item sends an open document.

🤖 Generated with Claude Code

https://claude.ai/code/session_011CpUh9hFjL8SbdpFxBGRXp

Summary by CodeRabbit

• New Features
  • Document evaluations can assess edits to an open document, including whether the correct document is targeted and expected pages, title, and filters are preserved. Rework scoring applies to AAC v2 documents.
  • Rework expectations are checked before requests are made, and simulated replies can request changes to the open document.
  • General-question evaluations can specify a document format, which is passed through and included in evaluation metadata when set. Unsupported formats are rejected before a request.
• Tests
  • Added coverage for rework validation and scoring, document detail preservation, and document format handling.

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Walkthrough

Document-skill fixtures now support rework expectations for editing an open document. The evaluator validates the target before requests and scores the base document, rework flag, and optional page, title, and filter requirements. General-question runs also accept and forward an optional document format.

Changes: Document rework scoring

Layer / File(s)	Summary
Rework expectations and request packages/gooddata-eval/src/gooddata_eval/core/agentic/document_skill.py, packages/gooddata-eval/tests/test_agentic_document_skill.py	Expectations can include a required base document ID and optional page, title, and filter checks. Invalid rework values are rejected. The evaluator checks the open-document ID before sending a request. Simulated replies ask for a change to the open document when rework is expected.
Rework scoring and checks packages/gooddata-eval/src/gooddata_eval/core/agentic/document_skill.py, packages/gooddata-eval/tests/test_agentic_document_skill.py	Scoring distinguishes edits from new drafts. Rework scoring requires AAC v2 and checks the base document ID, rework flag, and applicable page, title, and filter requirements. Tests cover failures and conditional checks.

General-question document format

Layer / File(s)	Summary
Format normalization and forwarding packages/gooddata-eval/src/gooddata_eval/core/agentic/general_question.py, packages/gooddata-eval/tests/test_agentic_general_question.py	Run and evaluation functions accept an optional document format and normalize it before requests. The run passes the format to ChatClient; evaluation metadata includes it when supplied and preserves other metadata. Tests cover omitted and unsupported formats and metadata behavior.

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

Possibly related PRs

• gooddata/gooddata-python-sdk#1905: Adds document_format to ChatClient and document-skill runs, which this change uses for general questions and AAC v2 rework scoring.
• gooddata/gooddata-python-sdk#1916: Allows a clarification reply to replace the generated reply, including the reply used for rework items.

Merge Risk: Minimal · previous review 23215

The supplied evidence identifies no remaining issue that should block merging.

Pre-merge checks: 4 · 1

Failed checks: 1 warning

Check name	Status	Explanation	Resolution
Docstring Coverage		Docstring coverage is 68.75% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff with cyclomatic complexity of at least 2. Documenta…	Write docstrings for the functions missing them to satisfy the coverage threshold.

Passed checks: 4 passed

Check name	Status	Explanation
Description Check		Check skipped - CodeRabbit’s high-level summary is enabled.
Title check		The title describes the main change: evaluating the copilot with an open document.
Linked Issues check		Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check		Check skipped because no linked issues were found for this pull request.

Full details: Docstring Coverage

Explanation

Docstring coverage is 68.75% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff with cyclomatic complexity of at least 2. Documentation-only edits and deletions within surviving functions are included; unchanged diff context and fully deleted functions are excluded. Analyzed 16 functions across 4 files.

Resolution

Write docstrings for the functions missing them to satisfy the coverage threshold.

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_{A rabbit checks the open page,
And marks the base ID on stage.
It keeps the title, filters too,
Then sends the chosen format through.
“Rework,” it says, “is clear and sound!”
Fresh carrots wait when tests pass round.}

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Actionable comments posted: 1

---

• Fix comments: Fix CodeRabbit comments on this PR

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- Around line 325-326: Update the rework validation for base_document_id and
each keeps_pages entry to reject strings that are empty after stripping
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✅ All modified and coverable lines are covered by tests.
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Additional details and impacted files

@@            Coverage Diff             @@
##           master    #1924      +/-   ##
==========================================
+ Coverage   86.03%   86.21%   +0.17%     
==========================================
  Files         344      344              
  Lines       25698    25983     +285     
==========================================
+ Hits        22110    22401     +291     
+ Misses       3588     3582       -6     

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