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Add durable tabular Analyze and Search parity - #1219

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Paul Lizer (paullizer) merged 32 commits into
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feature/tabular-analyze-search-parity
Aug 12, 2026
Merged

Add durable tabular Analyze and Search parity#1219
Paul Lizer (paullizer) merged 32 commits into
Developmentfrom
feature/tabular-analyze-search-parity

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Summary

  • Route exhaustive tabular Search and Analyze requests through a shared, route-neutral durable preflight planner.
  • Preserve truthful pending, failed, canceled, and completed evidence across pure tabular, mixed-source, per-document, and multi-table workflows.
  • Add deferred mixed-source composition, public lifecycle coverage, backend-only shadow/canary controls, privacy-safe telemetry, and legacy fallback retirement controls.
  • Reuse existing authorization, source-version validation, rollback, durable runner, and artifact-card contracts.
  • Add consolidated release notes and bump the application version to 0.250.166.

Rollout

The shared planner and Search/Analyze adapters remain controlled by backend-only settings. Operators can keep planner mode off, compare decisions in shadow mode, canary active traffic by percentage, and retain or retire the legacy post-tool fallback independently.

Validation

  • functional_tests/test_tabular_row_orchestration_scale.py
  • functional_tests/test_tabular_shared_request_planner.py
  • functional_tests/test_tabular_search_shared_preflight_adapter.py
  • functional_tests/test_tabular_analyze_shared_preflight_adapter.py
  • functional_tests/test_mixed_source_deferred_composition_phase5.py
  • functional_tests/test_tabular_analyze_per_document_multifile_state.py
  • functional_tests/test_tabular_phase7_lifecycle_coverage.py
  • functional_tests/test_tabular_phase8_ui_telemetry_rollout.py
  • functional_tests/test_tabular_phase9_legacy_retirement.py
  • Branch-modified mixed-source hardening runtime cases
  • Incoming Development getAToken and data-management regression tests
  • Python compilation, JavaScript syntax checks, editor diagnostics, and diff hygiene

References

Refs #1031
Refs #1055
Refs #1058

…h-parity-phase-3-search-adapter

Phase 3: Route Search through shared tabular preflight
…h-parity-phase-4-analyze

Implement Phase 4 tabular Analyze durable preflight
…h-parity-phase-5-deferred-composition

Phase 5: mixed-source deferred tabular composition
…h-parity-phase-6-multifile

Phase 6: Preserve per-document and multi-table Analyze state
…h-parity-phase-7-lifecycle

Phase 7: Add tabular parity lifecycle coverage metadata
…h-parity-phase-8-ui-rollout

Phase 8: Add tabular parity rollout metadata
…h-parity-phase-9-scale-retirement

Phase 9: Add tabular legacy fallback retirement controls
Comment thread application/single_app/functions_workflow_runner.py Dismissed

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Pull request overview

Adds shared durable preflight orchestration for exhaustive tabular Search and Analyze workflows.

Changes:

  • Adds planner adapters, rollout controls, and fallback retirement.
  • Expands lifecycle, mixed-source, and per-document state handling.
  • Adds functional coverage, documentation, and version 0.250.166.

Reviewed changes

Copilot reviewed 27 out of 27 changed files in this pull request and generated 24 comments.

Show a summary per file
File Description
functional_tests/test_tabular_shared_request_planner.py Extends planner contract tests.
functional_tests/test_tabular_search_shared_preflight_adapter.py Tests the Search adapter.
functional_tests/test_tabular_row_orchestration_scale.py Updates scale harness integration.
functional_tests/test_tabular_phase9_legacy_retirement.py Tests fallback retirement.
functional_tests/test_tabular_phase8_ui_telemetry_rollout.py Tests rollout and telemetry metadata.
functional_tests/test_tabular_phase7_lifecycle_coverage.py Tests lifecycle coverage states.
functional_tests/test_tabular_analyze_shared_preflight_adapter.py Tests the Analyze adapter.
functional_tests/test_tabular_analyze_per_document_multifile_state.py Tests per-document state preservation.
functional_tests/test_mixed_source_hardening.py Updates mixed-source test harnesses.
functional_tests/test_mixed_source_deferred_composition_phase5.py Tests deferred composition contracts.
docs/reference/logging-tags.md Registers the preflight logging tag.
docs/reference/admin_configuration.md Documents backend rollout controls.
docs/explanation/release_notes.md Adds the release entry.
docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_ROLLOUT.md Documents rollout metadata.
docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_PHASE_9_LEGACY_RETIREMENT.md Documents fallback retirement.
docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_PHASE_7_LIFECYCLE.md Documents lifecycle semantics.
docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_PHASE_5_DEFERRED_COMPOSITION.md Documents deferred composition.
docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_PHASE_4_ANALYZE.md Documents Analyze preflight.
docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_PHASE_3_SEARCH_ADAPTER.md Documents Search preflight.
application/single_app/route_backend_chats.py Integrates Search shared preflight and fallback controls.
application/single_app/functions_workflow_runner.py Integrates Analyze lifecycle and composition handling.
application/single_app/functions_tabular_orchestration.py Implements shared planning and rollout contracts.
application/single_app/functions_tabular_generated_exports.py Adds persisted planner and public lifecycle metadata.
application/single_app/functions_tabular_analysis.py Connects plans to the durable queue.
application/single_app/functions_settings.py Adds backend-only settings.
application/single_app/functions_mixed_source_orchestration.py Adds pending and canceled evidence states.
application/single_app/config.py Bumps the application version.

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Comment thread application/single_app/functions_tabular_orchestration.py
Comment thread application/single_app/functions_tabular_orchestration.py Outdated
Comment thread application/single_app/functions_tabular_orchestration.py
Comment thread application/single_app/functions_workflow_runner.py Outdated
Comment thread application/single_app/functions_workflow_runner.py
Comment thread docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_PHASE_4_ANALYZE.md Outdated
Comment thread docs/explanation/features/TABULAR_ANALYZE_SEARCH_PARITY_PHASE_3_SEARCH_ADAPTER.md Outdated
Comment thread functional_tests/test_tabular_phase9_legacy_retirement.py Outdated
Comment thread functional_tests/test_tabular_search_shared_preflight_adapter.py Outdated
Comment thread application/single_app/functions_workflow_runner.py
Paul Lizer (paullizer) and others added 10 commits August 11, 2026 21:46
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Paul Lizer (paullizer) and others added 6 commits August 11, 2026 21:49
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@paullizer
Paul Lizer (paullizer) merged commit f8d7d2a into Development Aug 12, 2026
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3 participants