feature

Forward insight agent

The Forward insight agent turns finished study results into Forward Insights: first mockups you accept, then a code edit that adds pin_cell / popover_layout.

Use this path (or Conductor’s Put on chart offer) instead of asking the study authoring agent to “add a pin.”

Pins active on the Terminal — Accepted pin layout — study evidence beside live or replay price

Two pin pipelines

Path	Mockup blocks	Study `pin_cell`	Bind
Put on chart (this agent)	`label` + optional `block_type`	`kind: "popover_layout"`	`layout_cell.pin_cell` — no column join
Pin Studio / batch (Pin Designer)	`column_id` + `bind_ref_id`	`kind: "table"` with `columns[].id`	`scoped_value` / catalog join

This page covers Put on chart. Pin Studio uses the legacy column-id contract.

Lifecycle

Phase 1 — mockups — propose_mockups / revise_mockups (typically 2–4 options). scope_dimension_ids = declared scope-role dims only.
You accept a mockup (scope dimensions, metrics, layout intent).
Phase 2 — code — propose_chart_pin_edit (orchestrator or study_pin_rewrite_agent). Converts retained outcome axes to role: "report"; hoists scopeEvent above outcome reads.
You approve the study Code edit.
Re-run / Put on chart bind (layout_cell.pin_cell).

Skipping acceptance yields errors like missing_accepted_mockup.

What the rewrite must produce

results.declare({
  id: "pin_cell",
  kind: "popover_layout",
  indexedBy: [/* accepted mockup scope-role dimension ids */],
});

// onFinish — additive with research publishes
ctx.publish("pin_cell", cells.map((c) =>
  ctx.popoverLayout.cell({
    dims: c.dims,
    n: c.n,
    signal: c.signal,
    blocks: [/* metric / text / badge / note */],
  })
));

Report-role dimensions are layout blocks — never pin indexedBy keys. Report indexedBy may be wider than pin indexedBy.

Conductor

Conductor may offer Put on chart after a study run. That routes here — it should not dump pin DSL through the study authoring agent.

Prompting patterns

Good

“Mock up a London vs NY pin with win % and median R; keep research tables.”
“Revise mockup 2: drop the badge, add sample n as text.”

Bad

“Skip mockups and just write pin_cell” — mockup-first lifecycle.
“Inflate n so the pin looks denser” — forbidden.
“Replace my study results with only the pin” — pins are additive.
“Put ny_regime in scope_dimension_ids” — report-role axis; use layout blocks.

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