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steedos-analytics

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SKILL.md

Steedos Analytics — Questions & Dashboards File Format Guide

Overview | 概述

Analytics in Steedos consists of two file types:

  • Questions (.question.yml) — individual report/chart definitions with MBQL queries
  • Dashboards (.dashboard.yml) — visual containers arranging multiple question cards in a grid

Workflow: Create questions first, then create dashboards that reference them.

基于 @steedos-labs/analytics 包。工作流程：先创建 question，再创建 dashboard 引用它们。

Part 1: Questions | 问题

File Location & Naming | 文件路径与命名

<package>/main/default/questions/<问题名称>.question.yml

Examples:

  • questions/单位总数.question.yml
  • questions/媒体类型统计.question.yml

File Structure | 文件结构

name: <问题名称>
created_at: <ISO8601 datetime>
creator_id: <MongoDB ObjectId>
database_id: 1
dataset_query:
  database: 1
  type: query          # "query" for MBQL, "native" for SQL
  query:
    source-table: <object_name>
    # optional: filter, aggregation, breakout, limit, order-by
display: <display_type>
enable_embedding: false
entity_id: <MongoDB ObjectId>   # same as id
id: <MongoDB ObjectId>
parameter_mappings: []
parameters: []
query_type: query
result_metadata:
  - ...               # column metadata list
table_id: <object_name>
updated_at: <ISO8601 datetime>
visualization_settings: '{}'

ID Generation | ID 生成

All id and entity_id values are 24-character MongoDB-style hex ObjectIds. entity_id and id are always the same value within one file. Generate unique IDs — never reuse across different questions or dashboards.

Example: 68a5805bb74676d1c8cb3614

dataset_query — MBQL Query | MBQL 查询结构

Count (scalar) | 计数

dataset_query:
  database: 1
  type: query
  query:
    source-table: media_org_info
    aggregation:
      - - count

Count with filter | 带过滤的计数

dataset_query:
  database: 1
  type: query
  query:
    source-table: media_journalist
    filter:
      - '='
      - - field
        - media_journalist.open
        - null
      - true
    aggregation:
      - - count

Group by field (breakout) | 按字段分组

dataset_query:
  database: 1
  type: query
  query:
    source-table: media_infor
    aggregation:
      - - count
    breakout:
      - - field
        - media_infor.type
        - null

Table list with limit | 列表查询

dataset_query:
  database: 1
  type: query
  query:
    source-table: media_org_info
    limit: 10000

Native SQL query | 原生 SQL 查询

dataset_query:
  database: 1
  type: native
  native:
    query: "SELECT status, COUNT(*) as cnt FROM contracts GROUP BY status"

Display Types | 显示类型

display value Description
scalar Single number (计数/合计等单值)
table Data table (数据列表)
bar Bar chart (柱状图)
line Line chart (折线图)
pie Pie chart (饼图)
area Area chart (面积图)
row Horizontal bar (横向柱状图)
smartscalar Number with trend (带趋势的数值)
funnel Funnel chart (漏斗图)
pivot Pivot table (透视表)

visualization_settings | 可视化设置

For simple questions, use '{}' (empty JSON string).

Common examples:

# Scalar — show specific column
visualization_settings: '{"table.cell_column":"count"}'

# Bar chart — specify axes
visualization_settings: >-
  {"graph.dimensions":["type"],"graph.metrics":["count"],"graph.show_values":true,"graph.x_axis.labels_enabled":false,"graph.y_axis.labels_enabled":false}

# Table — specify pivot and cell columns
visualization_settings: >-
  {"table.pivot_column":"status","table.cell_column":"count"}

result_metadata | 结果列元数据

For aggregation (count) | 聚合查询结果

result_metadata:
  - base_type: type/BigInteger
    display_name: 计数
    effective_type: type/BigInteger
    field_ref:
      - aggregation
      - 0
    name: count
    semantic_type: type/Quantity
    source: aggregation

For breakout + count | 分组+计数结果

result_metadata:
  - id: type
    name: type
    display_name: 媒体类型
    base_type: type/Text
    effective_type: type/Text
    semantic_type: null
    source: breakout
    visibility_type: normal
    table_id: media_infor
    field_ref:
      - field
      - media_infor.type
      - null
  - base_type: type/BigInteger
    display_name: 计数
    effective_type: type/BigInteger
    field_ref:
      - aggregation
      - 0
    name: count
    semantic_type: type/Quantity
    source: aggregation

For table list query | 列表查询结果

Each output column needs an entry. id uses <table>.<field> format:

result_metadata:
  - id: media_org_info.name
    name: name
    display_name: 单位名称
    base_type: type/Text
    effective_type: type/Text
    semantic_type: null
    field_ref:
      - field
      - media_org_info.name
      - null
    source: fields
    visibility_type: normal
    table_id: media_org_info

base_type mapping | 字段类型映射

Steedos field type base_type
text / select / lookup type/Text
number / currency type/Float
integer type/Integer
date type/Date
datetime type/DateTime
boolean type/Boolean
count result type/BigInteger

Question Examples | 问题示例

Scalar — count of records

name: 单位总数
created_at: 2025-08-20T07:59:23.569Z
creator_id: 689c34199c7714afa7502547
database_id: 1
dataset_query:
  query:
    source-table: media_org_info
    aggregation:
      - - count
  type: query
  database: 1
display: scalar
entity_id: 68a5805bb74676d1c8cb3614
id: 68a5805bb74676d1c8cb3614
parameter_mappings: []
parameters: []
query_type: query
result_metadata:
  - base_type: type/BigInteger
    display_name: 计数
    effective_type: type/BigInteger
    field_ref:
      - aggregation
      - 0
    name: count
    semantic_type: type/Quantity
    source: aggregation
table_id: media_org_info
updated_at: 2025-08-20T07:59:23.569Z
visualization_settings: '{}'

Bar chart — grouped count

name: 媒体类型统计
created_at: 2025-08-20T08:06:22.163Z
creator_id: 689c34199c7714afa7502547
database_id: 1
dataset_query:
  database: 1
  type: query
  query:
    source-table: media_infor
    aggregation:
      - - count
    breakout:
      - - field
        - media_infor.type
        - null
display: bar
enable_embedding: false
entity_id: 68a581feb74676d1c8cb361e
id: 68a581feb74676d1c8cb361e
parameter_mappings: []
parameters: []
query_type: query
result_metadata:
  - id: type
    name: type
    display_name: 媒体类型
    base_type: type/Text
    effective_type: type/Text
    semantic_type: null
    source: breakout
    visibility_type: normal
    table_id: media_infor
    field_ref:
      - field
      - media_infor.type
      - null
  - base_type: type/BigInteger
    display_name: 计数
    effective_type: type/BigInteger
    field_ref:
      - aggregation
      - 0
    name: count
    semantic_type: type/Quantity
    source: aggregation
table_id: media_infor
updated_at: 2025-08-20T08:06:22.163Z
visualization_settings: >-
  {"graph.x_axis.labels_enabled":false,"graph.y_axis.labels_enabled":false,"graph.dimensions":["type"],"graph.metrics":["count"],"graph.show_values":true}

Question Key Rules | 问题关键规则

  1. File name = question name: 单位总数.question.yml
  2. id == entity_id: always the same 24-char hex value
  3. table_id: the Steedos object name (e.g. media_org_info)
  4. database_id and dataset_query.database: always 1
  5. query_type: always "query" (even for native SQL)
  6. parameter_mappings and parameters: use [] unless participating in dashboard filtering
  7. visualization_settings: must be a JSON string (quoted), not an object
  8. Generate fresh unique ObjectIds — never copy IDs from other questions

Part 2: Dashboards | 仪表盘

File Location & Naming | 文件路径与命名

<package>/main/default/dashboards/<仪表盘名称>.dashboard.yml

Example: dashboards/日常看板.dashboard.yml

File Structure | 文件结构

name: <仪表盘名称>           # ⚠️ Required, MUST NOT be omitted | 必填，不能省略
archived: 'false'
auto_apply_filters: 'true'
enable_embedding: 'false'
entity_id: <MongoDB ObjectId>   # same as id
id: <MongoDB ObjectId>
show_in_getting_started: 'false'
parameters:                     # dashboard-level filter parameters (can be [])
  - ...
cards:                          # list of card placements
  - ...

Note: archived, auto_apply_filters, enable_embedding, show_in_getting_started are string values 'true'/'false', not YAML booleans.

Grid Layout | 网格布局

The dashboard uses an 18-column grid. Cards are positioned with:

Field Description
row Starting row (0-based)
col Starting column (0-based, max 17)
size_x Width in grid units (max 18)
size_y Height in grid units (typical: 3–6)

Common layout patterns:

Pattern cards per row size_x each col values
3 equal columns 3 6 0, 6, 12
2 equal columns 2 9 0, 9
Full width 1 18 0
1/3 + 2/3 2 6, 12 0, 6

cards — Card Placement | 卡片布局定义

Each entry in cards places one question onto the dashboard:

cards:
  - card_id: <question id>          # references a question's id
    col: 0
    row: 0
    size_x: 6
    size_y: 3
    entity_id: <unique ObjectId>    # unique per card placement
    id: <same as entity_id>
    series: []
    visualization_settings: '{}'
    parameter_mappings: []          # or list if this card uses dashboard filters

parameter_mappings for a card | 卡片的参数映射

When a dashboard parameter filters a card, add parameter_mappings:

parameter_mappings:
  - parameter_id: <dashboard parameter id>   # matches parameters[].id
    card_id: <question id>                   # same as card_id above
    target:
      - dimension
      - - field
        - <object_name>.<field_name>
        - null

parameters — Dashboard Filter Parameters | 仪表盘过滤参数

parameters:
  - name: 单位名称
    slug: '%E5%8D%95%E4%BD%8D%E5%90%8D%E7%A7%B0'   # URL-encoded name
    id: 9e2d576d                                      # 8-char hex id
    type: string/=
    sectionId: string
    values_source_type: card        # or "static-list" or "connected-field"
    values_source_config:
      card_id: <question id>        # question that provides the value list
      value_field:
        - field
        - <object_name>.<field_name>
        - null
    filteringParameters:            # optional: other param ids that filter this one
      - f82fb543

Parameter types | 参数类型

type Description
string/= Exact string match
string/contains Contains string
number/= Exact number match
number/between Number range
date/single Single date
date/range Date range
date/relative Relative date (e.g. "last 30 days")
category Category selection

values_source_type options | 数据来源类型

values_source_type Description
static-list Hand-coded list in values_source_config.values
card Pull values from a question's result column
connected-field Pull values from a database field directly

slug | 参数 slug

slug is the URL-encoded version of name. In Python: urllib.parse.quote('单位名称') → '%E5%8D%95%E4%BD%8D%E5%90%8D%E7%A7%B0'

For ASCII names, slug equals the name itself (e.g. name: status → slug: status).

Dashboard Complete Example | 仪表盘完整示例

name: 日常看板
archived: 'false'
auto_apply_filters: 'true'
enable_embedding: 'false'
entity_id: 68a58065b74676d1c8cb3615
id: 68a58065b74676d1c8cb3615
show_in_getting_started: 'false'
parameters:
  - name: 单位名称
    slug: '%E5%8D%95%E4%BD%8D%E5%90%8D%E7%A7%B0'
    id: 9e2d576d
    type: string/=
    sectionId: string
    values_source_type: card
    values_source_config:
      card_id: 68e75b39ae8aaf0623f11fb1
      value_field:
        - field
        - media_org_info.name
        - null
    filteringParameters:
      - f82fb543
  - name: 单位层级
    slug: '%E5%8D%95%E4%BD%8D%E5%B1%82%E7%BA%A7'
    id: f82fb543
    type: string/=
    sectionId: string
    values_source_type: static-list
    values_source_config:
      values:
        - 一级单位
        - 二级单位
        - 三级单位
cards:
  - card_id: 68a5805bb74676d1c8cb3614   # 单位总数 (scalar)
    col: 0
    row: 0
    size_x: 6
    size_y: 3
    entity_id: 68a580ebb74676d1c8cb3618
    id: 68a580ebb74676d1c8cb3618
    series: []
    visualization_settings: '{}'
    parameter_mappings:
      - parameter_id: 9e2d576d
        card_id: 68a5805bb74676d1c8cb3614
        target:
          - dimension
          - - field
            - media_org_info.media_matrix
            - null
      - parameter_id: f82fb543
        card_id: 68a5805bb74676d1c8cb3614
        target:
          - dimension
          - - field
            - media_org_info.organizational_level
            - null
  - card_id: 68a581feb74676d1c8cb361e   # 媒体类型统计 (bar chart, full width)
    col: 0
    row: 3
    size_x: 18
    size_y: 5
    entity_id: 68a58206b74676d1c8cb361f
    id: 68a58206b74676d1c8cb361f
    series: []
    visualization_settings: '{}'
    parameter_mappings:
      - parameter_id: 9e2d576d
        card_id: 68a581feb74676d1c8cb361e
        target:
          - dimension
          - - field
            - media_infor.media_org_info
            - null
      - parameter_id: f82fb543
        card_id: 68a581feb74676d1c8cb361e
        target:
          - dimension
          - - field
            - media_infor.organizational_level
            - null

Dashboard Key Rules | 仪表盘关键规则

  1. File name = dashboard name: 日常看板.dashboard.yml
  2. id == entity_id for both the dashboard and each card placement
  3. Each card placement gets its own unique ObjectId (different from the question's id)
  4. card_id references the question's id field (defined in .question.yml)
  5. Grid is 18 columns wide — col + size_x must not exceed 18
  6. parameter_mappings on each card must reference parameter_id values defined in the top-level parameters list
  7. Boolean-like fields (archived, auto_apply_filters, enable_embedding, show_in_getting_started) are strings: 'true'/'false'
  8. visualization_settings on each card is a JSON string '{}'
  9. series is always [] unless using combo/multi-series charts

Workflow | 创建步骤

  1. Create questions first: write all .question.yml files, note their id values
  2. Plan the grid layout: decide rows, cols, sizes for each card
  3. Define parameters (if filtering is needed): assign 8-char hex ids
  4. Write the dashboard file: reference question ids in card_id, add parameter_mappings for each card that participates in filtering
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