ss-tools/specs/027-dataset-llm-orchestration/tasks.md

Tasks: LLM Dataset Orchestration

Feature Branch: 027-dataset-llm-orchestration Implementation Plan: specs/027-dataset-llm-orchestration/plan.md

---

Rebaseline Note

This task list is rebaselined to the approved mixed-initiative assistant scope from 027-task.md.

Previously completed implementation checkboxes remain historical only. They are no longer treated as authoritative for feature acceptance until the codebase is aligned with the refreshed spec artifacts below.

---

Phase A: Spec Refresh Gate

• T001 Refresh ux_reference.md to replace modal clarification with AssistantChatPanel mixed-initiative behavior
• T002 Refresh spec.md to update FR-013 and add FR-045/FR-046
• T003 Refresh contracts/api.yaml to add dataset_review_session_id to AssistantMessageRequest and expose session version in session DTOs
• T004 Refresh data-model.md to add optimistic-lock version and PII masking requirements for ImportedFilter.raw_value
• T005 Refresh contracts/modules.md to route clarification through AssistantChatPanel, expose orchestrator state to AssistantApi, and retire ClarificationDialog

---

Phase B: Backend Rebaseline Work

• T006 Implement optimistic locking in backend/src/services/dataset_review/repositories/session_repository.py using DatasetReviewSession.version and conflict semantics
• T007 Update dataset review session schemas and route handlers to require and return session version consistently
• T008 Add dataset_review_session_id to backend/src/api/routes/assistant.py::AssistantMessageRequest
• T009 Load dataset-review context into assistant planning flow when dataset_review_session_id is present
• T010 Add assistant intent routing for dataset-review commands (APPROVE_MAPPINGS, SET_FIELD_SEMANTICS, GENERATE_SQL_PREVIEW) through DatasetReviewOrchestrator
• T011 Add PII masking/redaction for imported filter values before assistant or LLM-facing context assembly
• T012 Preserve backend mutation observability with semantic logging and conflict-safe mutation boundaries

---

Phase C: Frontend Rebaseline Work

• T013 Integrate AssistantChatPanel into frontend/src/routes/datasets/review/[id]/+page.svelte as the clarification surface
• T014 Remove or retire ClarificationDialog usage from the dataset review workflow
• T015 Add inline [✨ Ask AI] / [✨ Improve] triggers for findings, partial filters, mappings, and business summary surfaces
• T016 Add workspace highlight synchronization when assistant prompts reference field_id, filter_id, mapping, or finding targets
• T017 Render assistant confirmation cards for state-changing actions tied to dataset review sessions
• T018 Update SQL preview refresh behavior so rapid mapping changes produce stale state and debounce/explicit regeneration behavior

---

Phase D: Validation After Rebaseline

• T019 Verify feature behavior against refreshed ux_reference.md, especially mixed-initiative clarification and context actions
• T020 Verify WYSIWWR, Superset-only SQL compilation, session-version conflict handling, and PII masking boundaries
• T021 Run semantic audit for updated 027 contracts before implementation handoff closure

---

Dependencies & Strategy

Delivery Order

1. Spec Refresh Gate
2. Backend optimistic locking and assistant routing
3. Frontend assistant-panel integration and contextual UX
4. Validation and semantic audit

Scope Invariants

• Keep feature work bounded to 027-dataset-llm-orchestration implementation surfaces.
• Preserve WYSIWWR and Superset-only SQL compilation.
• Do not allow assistant commands to bypass explicit approval or launch gates.
• Keep i18n, Tailwind-first UI, requestApi / fetchApi, and TaskManager conventions intact.