workbook-authoring

Workbook Authoring (Regenerated JSON, Runtime-Valid)

Use this skill to generate full workbook JSON that is both schema-shaped and plugin-runtime-valid for shipped template families.

Scope

1. Two-mode authoring:
2. regenerate_workbook is the primary/default path (full deterministic regeneration).
3. modify_existing is additive and limited to supported scoped edits (filter-value edits, add filter-bar filter, title edits).
4. Multi-canvas + multi-viz workbooks are allowed and expected when the use case requires them; do not default to single-canvas/single-viz unless explicitly requested.
5. Disk-first output is mandatory.
6. Public API/token flows are out of scope.
7. Server sample workbook inspection is fallback-only.
8. Save-target mode is independent from generation mode: update requests should replace existing workbook by default.

Preflight: OAC MCP connection (fail fast)

1. Before anything else, confirm the oac-mcp-server tools are live — this skill reads the OAC catalog through them (discovery, describe_data, save-validation). Probe once with a cheap oracle_analytics-search_catalog call (or check claude mcp list → oac-mcp-server ✔ Connected).
   • If dead / unauthenticated: STOP with an actionable message — do not proceed into catalog resolution (it would fail deep with an opaque error, or worse, read an empty result as "datasets don't exist"). Tell the user: from the customer project directory, run:

     env -u OAC_URL -u OAC_MCP_USER -u OAC_MCP_PASSWORD -u OAC_ADMIN_USER -u OAC_ADMIN_PASSWORD \
     aidp-fusion-autopilot dashboard mcp-setup \
       --connector-js <path-to-oac-mcp-connect.js>
     

     Then restart/reconnect Claude Code (/mcp → reconnect oac-mcp-server) so the tools activate, then re-invoke. The env -u ... wrapper lets the project .env win over any global shell OAC profile. If this workbook request is part of the Fusion Autopilot journey, write .aidp/autopilot/resume.md first with skills/aidp-fusion-autopilot/write_resume_checkpoint.py. MCP servers bind at session start; the connection cannot be established mid-session. (Autopilot front-loads this as Step 1b.)
   • A save-unavailable connection is fine (disk-first fallback below); a fully dead connection is not.