[25.x][Number Series Copilot] Bug Fixes in Intent Understanding and Field V…

[JesperSchulz]

…alidation (#2111)

Summary

This PR addresses three critical bugs in the Number Series Copilot:

1. Bug 1: Incorrect Intent Mapping for "Generate" Command

• The system was misinterpreting the "generate" command, often preparing Number Series for the next period instead of creating a new one. The fix involves updating the tools definition and prompt to clarify the distinction between creating new Number Series and generating Number Series for the next period.

2. Bug 2: Incorrect Field Check for Existing Number Series

• The system was incorrectly performing checks on all fields for existing Number Series. The fix modifies the behavior to exclude pre-existing Number Series from the field validation checks, ensuring that only mandatory fields are validated for AI generated series.

3. Bug 3: Blank Fields Causing Validation Errors

• The system was generating Number Series without values for optional fields, causing validation errors. The fix refines the validation logic so that only mandatory fields are checked, allowing optional fields to remain blank if necessary.

Steps to Implement:

1. Refactor the LLM prompt and tools definition to improve the understanding of user intent between creating and preparing Number Series for different periods.
2. Update the logic to exclude field checks for existing Number Series and restrict checks to mandatory fields.

Acceptance Criteria:

• Users can create Number Series without mistakenly triggering next-period Number Series generation when using the word "generate."
• Existing Number Series are excluded from unnecessary checks, and only mandatory fields are validated for new series.

These fixes aim to enhance the accuracy and reliability of the Number Series Copilot, ensuring it correctly interprets user commands and validates the necessary fields.

Work Item(s)

Fixes #2106

Fixes AB#555649