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feat(gooddata-eval): assert what the dashboard skill must not do - #1839

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@Tomkess Tomkess commented Oct 2, 2026 •

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Why

The dashboard-skill evaluator can only state what a dashboard must contain. Every check reads the drafted document, extra widgets are allowed by design, and min_new_visualizations is a floor with no ceiling. Three classes of requirement therefore had no way to be written down at all:

  • "Use the charts that already exist." With only a floor, min_new_visualizations: 0 is satisfied by any number of authored charts. A fixture meant to assert that the agent reused curated work passes however much it invented — the check reads as strict and asserts nothing.
  • "Do not use this chart." The expectation list allows extras, which is the right default. It leaves the cases that are about what the agent must refrain from unassertable — a chart it was told it could not use, or a substitute authored in place of one it could not resolve.
  • "Say so, and build nothing." An expectation with no visualizations is rejected as vacuous. Correctly — every chart check would pass against nothing — but it means a case whose right outcome is a refusal cannot be authored.

And nothing in this evaluator looks at the answer text, so a run that builds the right dashboard and describes it wrongly scores as a clean pass.

What

Four additions to expected_output, all optional and all backwards compatible.

key type meaning
max_new_visualizations int or absent ceiling on authored charts; absent is unbounded, 0 is a real bound
must_not_contain list of {id} / {title} charts that must not be on the dashboard
expects_dashboard bool, default true false is the refusal shape
answer_must_include list of strings substring, case- and whitespace-insensitive
answer_must_not_match list of regexes matched against the answer text

New strict checks — forbidden_charts_absent and answer_matched — are published only when the fixture carries the key, following the existing rule for the conditional checks: a check that could not fail is not evidence, and publishing it as passed lifts quality_score above what the run earned. max_new_visualizations folds into the existing new_visualizations_met rather than adding a key, since it answers the same question.

Decisions worth a look

An id entry in must_not_contain does not also forbid its title. A title beside an id documents the fixture for whoever reads it; it is not a second matcher. Titles are not unique in a real workspace — the catalog this was written against holds 102 visualizations whose title contains the same phrase — so widening an id entry would fail the case on a chart that merely shares a name. An entry with only a title does match on the title, which is what catches a substitute whose id is not known when the fixture is written.

A refusal case requires an answer assertion. Absence of a draft on its own is also satisfied by an agent that fell over, so the shape would score a crash as a correct refusal. Validation rejects expects_dashboard: false without one.

A refusal does not publish the document checks. Reporting six passes for a document that was never produced would make a refusal read as the best-scoring case in the suite. strict_checks for that shape is {dashboard_not_drafted, dashboard_skill_activated, answer_matched}.

The simulated user stops after one turn on a refusal. Its reply restates the expected charts and asks again for the dashboard — pressure to build the very thing the case says must not be built. Left in, a correct agent would be argued out of the right answer by the harness.

The answer is read on every turn, not only the ones that do not draft. The turn that produces the draft carries the sentence describing it, and that sentence is what the assertions are about. The last turn that said anything wins, so a silent turn after a spoken one does not erase what the user was shown.

Ceiling below floor is a fixture error. No run can satisfy it, so it is unscoreable rather than strict, and it fails before the first API call. Same for an unparseable regex and an empty answer_must_include entry ("" is a substring of everything).

Too few and too many are separate failure sentences. One range message would make whoever reads the failure work out which end was missed, and the two have opposite fixes.

Tests

27 new, in four classes — TestMaxNewVisualizations, TestMustNotContain, TestAnswerAssertions, TestRefusalCases. Each covers the passing shape, the failing shape, the publish-only-when-carried rule, and the up-front fixture validation. evaluate_dashboard_response stays pure, so all of it is unit-testable without an agent.

packages/gooddata-eval: 1342 passed. No behaviour change for any fixture that does not carry the new keys — the first test in TestMaxNewVisualizations pins that explicitly.

🤖 Generated with Claude Code

Summary by CodeRabbit

  • New Features

    • Dashboard evaluations can enforce minimum and maximum authored-chart counts and verify that specified charts are absent.
    • Response checks can require phrases or reject matching patterns, with phrase matching insensitive to case and whitespace.
    • Refusal scenarios can verify that no dashboard is produced, the producing tool is not called, and the response meets configured expectations.
  • Bug Fixes

    • Invalid or contradictory evaluation expectations are rejected before a request is sent.
    • Answer-check failures are reported on both early-return and normal evaluation paths.

The dashboard-skill evaluator could only state what a dashboard must
contain. Every check reads the drafted document, extras are allowed by
design, and `min_new_visualizations` is a floor -- so three whole classes
of requirement had no way to be written down.

**A ceiling on authored charts.** `max_new_visualizations` pairs with the
floor. Without it, "use the charts that already exist" -- the central
requirement wherever a curated catalog exists -- is unassertable:
`min_new_visualizations: 0` is satisfied by any number of authored charts,
so a case meant to check that the agent reused existing work passes however
much it invented. Absent means unbounded, which is what every fixture
written so far assumes; `0` is a real bound. A ceiling below the floor is
rejected as unscoreable. Too few and too many are reported as separate
sentences, because they are opposite diagnoses with opposite fixes.

**Charts that must not appear.** `must_not_contain` is the counterpart to
the expectation list. An entry with an `id` matches on that id alone -- a
`title` beside it documents the fixture rather than widening the match,
since titles are not unique in a real workspace and widening would fail the
case on a chart that merely shares a name. An entry with only a `title`
matches on the title, which is what catches a substitute whose id is not
known when the fixture is written.

**Cases whose right outcome is no dashboard.** `expects_dashboard: false`.
An expectation with no `visualizations` is rejected as vacuous, correctly,
so these could not be authored at all. What makes them scoreable is not
relaxing that rule but replacing the assertion: a refusal is scored on the
absence of a draft and on what the answer said, and the answer assertion is
mandatory for the shape -- absence of a draft alone is satisfied by an agent
that fell over. The document checks are not published for a refusal, so it
cannot read as the best-scoring case in the suite. The simulated user also
stops after one turn: its reply restates the charts and asks again, which is
pressure to build the very thing the case says must not be built.

**The text the user reads.** `answer_must_include` (substring, case- and
whitespace-insensitive) and `answer_must_not_match` (regular expression).
Nothing else in this evaluator looks at the answer, so a run that builds the
right dashboard and describes it wrongly scored as a clean pass. Patterns
are compiled during fixture validation, so a bad one fails before the first
API call rather than mid-scoring with a run already spent.

All four are published only when the fixture carries them, following the
existing rule for the conditional checks: a check that could not fail is not
evidence, and publishing it as passed lifts `quality_score` above what the
run earned.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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📝 Walkthrough

Walkthrough

Dashboard evaluations now support maximum authored-chart counts, forbidden-chart checks, answer assertions, and refusal cases. Fixture validation checks these expectations. Response scoring applies the relevant checks and captures answer text from simulated turns.

Changes

Dashboard evaluation

Layer / File(s) Summary
Expectation parsing and validation
packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py, packages/gooddata-eval/tests/test_agentic_dashboard_skill.py
Fixtures can set a maximum authored-chart count and define forbidden charts, answer assertions, and refusal expectations. Validation rejects invalid bounds and malformed or unusable expectations. Tests cover chart-count bounds and invalid fixtures.
Dashboard response scoring
packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py, packages/gooddata-eval/tests/test_agentic_dashboard_skill.py
Scoring checks chart-count limits, forbidden charts, and answer assertions. Evaluation results report the applicable checks and failures. Tests cover chart matching and answer assertions.
Refusal scoring and answer capture
packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py, packages/gooddata-eval/tests/test_agentic_dashboard_skill.py
Refusal cases require no producing-tool call or dashboard and include answer matching. The run loop retains the last nonempty answer and stops after a refusal response. Tests cover refusal outcomes and the one-turn interaction.

Priority: ➖ Normal

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

Change: Feature

Merge Risk: 🔵 Low · up to a0472

A refusal can incorrectly pass after a rejected patch-dashboard attempt. Count both dashboard-producing tools before merging; the annotation fix is narrow.

Security Architecture Review

Security architecture risk: 🔵 Low · up to a0472

The changes are confined to dashboard evaluation and do not introduce additional permissions or service access. However, refusal scoring can miss dashboard artifacts or actions from an earlier retried request. This creates a bounded risk of falsely crediting an agent with refusing, rather than a demonstrated production authorization bypass.

Retained concerns

  • Medium · security · inferred: The refusal guarantee depends on incomplete evidence across response and retry boundaries. A dashboard part without a successful expected-tool result is accepted by the chat client but is not forwarded by the runner. Likewise, producing-tool events captured before a transient failure are not carried into the successful retry’s result. With a matching refusal answer, either accepted scenario can evade the no-dashboard gate. Production occurrence and persisted side effects are unproven; the concern is false assurance from the evaluator, not a verified authorization bypass.
Security review details

Security Blast Radius

  • inferred — The demonstrated impact is incorrect evaluation of dashboard-agent behavior within the caller-selected workspace and conversation. No inspected path establishes increased cross-tenant authority, credential access, or production permission changes; downstream reliance on these scores was not established.

Security Findings and Attack Paths

  • inferred — An agent response containing refusal text and a standalone dashboard part can satisfy the runner’s gate when no expected producing-tool event is present, because the part is not extracted. A retried request can similarly omit contrary activity from an earlier partial attempt. These are supported consumer-side false-pass paths; deliberate attacker control, production emission, and persisted effects remain unverified.

Trust Boundaries and Controls

  • observed — The strongest counterevidence is explicit rejection of captured unsuccessful draft attempts: the invocation flag is derived from tool events rather than successful results. Tests cover both a rejected draft through the runner and an answer-only refusal that still passes. This control does not cover omitted artifacts or earlier transport attempts.

Resilience and Maintainability Implications

  • observed — The chat parser preserves partial results on several failure paths, but transient retry handling does not merge them into the returned result. Consequently, aggregation across returned turns is not equivalent to aggregation across every attempted request.
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Title check ✅ Passed The title clearly describes the main change: adding assertions for prohibited dashboard skill behavior. It is concise, specific, and matches the pull request objectives.
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A rabbit checks each chart in sight
And tests the answer, phrase by phrase
No draft is made when refusals hold
The turn stops cleanly, as the tests foretold
Then hops away beneath the moonlight

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Actionable comments posted: 1


  • 🪄 Fix CodeRabbit comments on this PR
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Review comments at
@packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py:
- Line 954: Add a list-of-strings type annotation to the empty `new_failures`
initializer so it matches the `list[str]` assigned in the `else` branch.

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Comment thread packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py Outdated
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Codecov Report

❌ Patch coverage is 96.36364% with 4 lines in your changes missing coverage. Please review.
✅ Project coverage is 83.68%. Comparing base (ad76878) to head (17cbe61).

Files with missing lines Patch % Lines
.../src/gooddata_eval/core/agentic/dashboard_skill.py 96.36% 4 Missing ⚠️
Additional details and impacted files
@@            Coverage Diff             @@
##           master    #1839      +/-   ##
==========================================
+ Coverage   83.62%   83.68%   +0.05%     
==========================================
  Files         331      331              
  Lines       22338    22443     +105     
==========================================
+ Hits        18681    18782     +101     
- Misses       3657     3661       +4     

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Tomkess added a commit that referenced this pull request Oct 2, 2026
…together

Rebuilt from master rather than advanced: the branch's conversation.py
predated master's multi-turn context work (QA-29448), while #1789 had
already merged it, so merging master into the old tip would have meant
hand-resolving a feature the PR branch already carried correctly.

master + #1789 #1797 #1798 #1801 #1816 #1831 #1839. Three reconciliations
the individual PRs cannot make on their own:

- Dispatch registration in cli/agentic_runner.py is additive across four
  PRs that each add an evaluator; each pair conflicts and each resolution
  is the union.
- #1816's structural test requires every multi-run evaluator to call
  build_failed_runs. dashboard_summary, forecasting and anomaly_detection
  postdate it and had no attachment point, so each grew one: a per-run
  detail function, build_failed_runs over the same predicate runs_passed
  is taken over, and failed_runs on both the outcome and the assertion
  error. dashboard_summary's _detail took the whole summary, so it is now
  a thin wrapper over a per-run _run_detail.
- #1789 adds exit_reason/turns_used while #1816 moves the same dicts
  behind _run_detail. Both land: the per-run fields go into _run_detail,
  and max_iterations stays at the item level since it is the same for
  every run.

Also supplies summary_input to #1816's failed-runs report test, which
otherwise fails a dashboard-summary item on a missing fixture field
before its evaluator is reached.

1520 passed, 1 skipped. ruff clean on everything these PRs touch; the two
pre-existing format offenders under tests/ come from master untouched.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Empty collection initializer, which the package guideline asks to annotate:
the else branch assigns a list[str] to the same name, so without it the
checker infers from the empty literal alone.

Found in review by CodeRabbit.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

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Caution

Some comments are outside the diff and can’t be posted inline due to GitHub limitations.

⚠️ Outside diff range comments (1)

🟡 Minor · Reject producing-tool calls in refusal cases. · dashboard_skill.py:770-815

packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py:770-815
🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Reject producing-tool calls in refusal cases.

_extract_tool_result discards failed or empty results, but _execute_single_dashboard_run still records those calls. The refusal scorer then sees tool_result is None and accepts the response when the answer matches. Track whether the producing tool was called and include that state in the refusal check. Keep failed-result filtering for normal retry handling.

Suggested fix
@@
     forbidden_absent: bool = True
     answer_matched: bool = True
+    producing_tool_called: bool = False
     failures: list[str] = field(default_factory=list)
@@
-                "dashboard_not_drafted": not self.drafted and not self.part_present,
+                "dashboard_not_drafted": (
+                    not self.drafted
+                    and not self.part_present
+                    and not self.producing_tool_called
+                ),
@@
     patch_part: dict | None = None,
     answer_text: str = "",
+    producing_tool_called: bool = False,
 ) -> DashboardEvaluation:
@@
             applies=applies,
             skill_activated=skill_activated,
+            producing_tool_called=producing_tool_called,
             answer_matched=not answer_failures,
@@
             patch_part=patch_part,
             answer_text=answer_text,
+            producing_tool_called=any(
+                tc.function_name == tool for tc in all_tool_call_events
+            ),
         ),
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Review comment at
@packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py around
lines 770 - 815:
Track whether a producing tool was called in _execute_single_dashboard_run and
pass that state through the dashboard evaluation so strict_checks rejects
refusal cases with any producing-tool call, even when _extract_tool_result
filters out its failed or empty result. Preserve failed-result filtering for
normal retry handling.

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only still-valid issues, skip the rest with a brief reason, keep changes
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Outside diff comments:
Review comments at
@packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py:
- Around line 770-815: Track whether a producing tool was called in
_execute_single_dashboard_run and pass that state through the dashboard
evaluation so strict_checks rejects refusal cases with any producing-tool call,
even when _extract_tool_result filters out its failed or empty result. Preserve
failed-result filtering for normal retry handling.

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`_extract_tool_result` takes only successful calls, which is right for the
normal path -- a failed call there is a retry the agent recovered from. But
a refusal case was scored on `tool_result is None` and `dashboard_part is
None`, and an agent whose draft the tool REJECTED leaves both empty. So a
run that tried to build and was stopped by a guardrail read as a clean
refusal, which credits the model for the guardrail.

`dashboard_not_drafted` now also requires that the producing tool was never
called at all. The flag is computed in the run loop over every tool-call
event, not from the extracted result, so it survives the filtering that
hides the failed call. Nothing outside the refusal shape reads it.

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Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
@Tomkess

Tomkess commented Oct 2, 2026

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Re the outside-the-diff finding (dashboard_skill.py:770-815, rejected producing-tool calls in refusal cases) — real, and a hole in the shape this PR introduces. Fixed in a0472063.

The mechanism is exactly as described. _extract_tool_result takes only successful calls, which is right on the normal path: a failed call there is a retry the agent recovered from, and scoring the stale one would fail a run that worked. But the refusal branch was reading tool_result is None and dashboard_part is None as "the agent did not build", and an agent whose draft_dashboard call was REJECTED leaves both of those empty. _extract_dashboard_part is only reached inside the success branch, so there is no part either. That run scored as a clean refusal.

It should not. The point of the shape is that the agent decided not to build. One that tried and was stopped by a guardrail is a different outcome, and passing it credits the model for reject_unverified rather than for its own judgement — which is the precise failure a refusal fixture exists to detect.

dashboard_not_drafted now has a third term. The flag is computed in the run loop over every tool-call event rather than from the extracted result, so it survives the filtering that hides the failed call, and the failed-result filtering is untouched for the normal path. Nothing outside the refusal shape reads it.

Three tests: the rejected attempt failing the case, the same thing end to end through the run loop (the flag is derived there, not passed in by a fixture), and a control that a genuine refusal with no call at all still passes. Confirmed the first two fail on the pre-fix code. 1345 passed.

Also took the new_failures annotation in 544aefa4.

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Actionable comments posted: 1

🧹 Nitpick comments (1)
packages/gooddata-eval/tests/test_agentic_dashboard_skill.py (1)

1488-1488: 📐 Maintainability & Code Quality | 🔵 Trivial | 💤 Low value

Annotate the three new test methods.

Add -> None to test_a_rejected_draft_attempt_is_not_a_refusal, test_a_failed_draft_attempt_is_read_off_the_turn_not_the_result, and test_an_answer_alone_still_passes_when_nothing_was_called. As per coding guidelines: “Annotate every function and any local whose type is not obvious, especially empty collection initializers. Type dataclasses fully.”

Also applies to: 1505-1505, 1518-1518

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Review comment at @packages/gooddata-eval/tests/test_agentic_dashboard_skill.py
at line 1488:
Add a `-> None` return annotation to the three test methods
`test_a_rejected_draft_attempt_is_not_a_refusal`,
`test_a_failed_draft_attempt_is_read_off_the_turn_not_the_result`, and
`test_an_answer_alone_still_passes_when_nothing_was_called`.

Source: Coding guidelines


  • 🪄 Fix CodeRabbit comments on this PR
🤖 Prompt to fix review comments
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Inline comments:
Review comments at
@packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py:
- Line 1220: Update the producing_tool_called calculation to recognize both
_DRAFT_TOOL and _PATCH_TOOL in all_tool_call_events, including when pinned
skills omit set_skills. Add a regression test confirming a rejected
patch_dashboard call is counted in refusal scoring.

---

Nitpick comments:
Review comments at
@packages/gooddata-eval/tests/test_agentic_dashboard_skill.py:
- Line 1488: Add a `-> None` return annotation to the three test methods
`test_a_rejected_draft_attempt_is_not_a_refusal`,
`test_a_failed_draft_attempt_is_read_off_the_turn_not_the_result`, and
`test_an_answer_alone_still_passes_when_nothing_was_called`.

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Comment thread packages/gooddata-eval/src/gooddata_eval/core/agentic/dashboard_skill.py Outdated
A refusal is a creation shape, so `_producing_tool` returns
`draft_dashboard` and the flag matched only that name. An agent that routed
to the editor and had a `patch_dashboard` call rejected left the same empty
result and empty part, so it passed as a clean refusal -- the same hole the
previous commit closed, through the other tool.

Both names count now. The flag is read only by the refusal branch, so
widening it tightens that shape and changes nothing else.

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Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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Tomkess commented Oct 2, 2026

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On the -> None nitpick for the three new test methods — not taking it, on consistency grounds rather than disagreement with the guideline.

test_agentic_dashboard_skill.py currently has 0 annotated test methods and 117 unannotated ones. Annotating three of 121 would leave the file in a state where the annotation carries no signal and the next person has to guess which convention applies. If the guideline should hold here, it is a single mechanical pass over the whole file — worth doing, but not inside a PR about evaluator semantics, where it would bury the change under 117 unrelated lines.

Happy to do that pass as its own PR if you'd like it.

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