Update data_planner.py

data_planner.py

@@ -2,18 +2,31 @@ import json
 from openai_client import ask_gpt
 from schema_map import schema  # 👈 Import the full schema
 
-
-def determine_data_requirements(user_prompt: str, company_code: str, user_id: str):
+def determine_data_requirements(
+    user_prompt: str,
+    company_code: str,
+    user_id: str,
+    participant_email: str | None,
+    participant_id: str | None,
+):
+    token_participant = "{{{{participantId}}}}"   # renders as {{participantId}} inside f-string
 
     system_msg = {
         "role": "system",
         "content": (
             "You are a planning assistant for a Firestore chatbot.\n"
-            "Your job is to analyze the user's question and return ONLY a JSON object with:\n"
-            "1. 'collections': a list of Firestore collections needed.\n"
-            "2. 'filters': a dictionary of filters to apply (e.g., companyCode, userId).\n"
-            "3. 'instruction': a clear summary of what to do with the data (e.g., summarize interventions).\n\n"
-            f"The current user has companyCode = '{company_code}' and userId = '{user_id}'.\n"
+            "Return ONLY JSON with keys: collections, filters, instruction.\n"
+            "Rules:\n"
+            "- Always include filters.companyCode set to the current company.\n"
+            "- The 'userId' is an Auth UID (users/{uid}).\n"
+            "- 'applications.participantId' is the doc ID of /participants/{participantId}.\n"
+            "- To reference the current user's participant-linked data, use this participantId.\n"
+            f"- If you need the current participant, use token {token_participant} in filters.\n"
+            "- If participantId is unavailable, prefer filtering by email where applicable.\n\n"
+            f"Current companyCode: '{company_code}'\n"
+            f"Current uid: '{user_id}'\n"
+            f"Current user email: '{participant_email or ''}'\n"
+            f"Current participantId: '{participant_id or ''}'\n"
             "Use this schema for all reasoning. It includes field names, types, and aliases:\n"
             f"{json.dumps(schema)}\n\n"
             "Strictly return only a valid JSON object with keys: collections, filters, instruction. No explanation."