Reduce WhatsApp ops tool friction with looser xlsx/file schemas and short-intent playbooks.

Production usage showed schema mismatches and multi-tool loops; accept common arg aliases and route agents to <=3-call alarm recipes.

Co-authored-by: Cursor <cursoragent@cursor.com>

docs/presentations/oclaw-netx-ops-expert.md

@@ -491,7 +491,8 @@ flowchart TD
 
 运维专家：
   1. 加载 ops-netx-ume-playbook
-  2. mcp__netx__aggregateUmeAlarms(severity=critical, group_by=alarm_host_name)
+  2. mcp__netx__aggregateUmeAlarms(severity=critical, top_ne=5)
+     # 若需自定义维度：aggregateUmeAlarms(group_by=alarm_host_name, severity=critical, limit=5)
   3. 返回结论 + 证据表格
 ```
 

runtime/tools/public/write_file_tool.py

@@ -6,12 +6,30 @@ from runtime.tools.base import ToolSpec
 from runtime.tools.path_guard import resolve_workspace_path
 
 
+def _resolve_write_path(args: dict[str, Any]) -> str:
+    for key in ("path", "file", "filename", "file_path", "filepath", "name"):
+        raw = str(args.get(key) or "").strip().strip('"').strip("'")
+        if raw:
+            return raw
+    return ""
+
+
 def write_file_tool() -> ToolSpec:
     def _handler(args: dict[str, Any]) -> dict[str, Any]:
-        raw = str(args.get("path") or "").strip().strip('"').strip("'")
+        raw = _resolve_write_path(args)
         if not raw:
-            return {"ok": False, "error": "path_required"}
-        content = str(args.get("content") or "")
+            return {
+                "ok": False,
+                "error": "path_required",
+                "hint": "Pass path (or file/filename) relative to workspace root.",
+                "example": {"path": "tmp/notes.txt", "content": "hello", "mode": "overwrite"},
+            }
+        content = args.get("content")
+        if content is None:
+            content = args.get("text")
+        if content is None:
+            content = args.get("body")
+        content_s = "" if content is None else str(content)
         mode = str(args.get("mode") or "overwrite").strip().lower()
         try:
             p = resolve_workspace_path(raw)
@@ -21,22 +39,32 @@ def write_file_tool() -> ToolSpec:
         if mode not in ("overwrite", "append"):
             return {"ok": False, "error": "invalid_mode", "allowed": ["overwrite", "append"]}
         if mode == "append":
-            p.write_text(p.read_text(encoding="utf-8", errors="replace") + content, encoding="utf-8")
+            p.write_text(p.read_text(encoding="utf-8", errors="replace") + content_s, encoding="utf-8")
         else:
-            p.write_text(content, encoding="utf-8")
+            p.write_text(content_s, encoding="utf-8")
         return {"ok": True, "path": str(p), "bytes": p.stat().st_size}
 
     return ToolSpec(
         name="write_file",
-        description="Write text content to a workspace file (overwrite or append).",
+        description=(
+            "Write text content to a workspace file (overwrite or append). "
+            "Path aliases: file, filename, file_path."
+        ),
         parameters={
             "type": "object",
             "properties": {
                 "path": {"type": "string", "description": "File path, relative to workspace root."},
+                "file": {"type": "string", "description": "Alias for path."},
+                "filename": {"type": "string", "description": "Alias for path."},
+                "file_path": {"type": "string", "description": "Alias for path."},
+                "filepath": {"type": "string", "description": "Alias for path."},
+                "name": {"type": "string", "description": "Alias for path (when it looks like a relative file path)."},
                 "content": {"type": "string", "description": "Full text content to write."},
+                "text": {"type": "string", "description": "Alias for content."},
+                "body": {"type": "string", "description": "Alias for content."},
                 "mode": {"type": "string", "enum": ["overwrite", "append"], "default": "overwrite"},
             },
-            "required": ["path", "content"],
+            "required": [],
             "additionalProperties": False,
         },
         handler=_handler,

runtime/tools/public/write_xlsx_tool.py

@@ -97,7 +97,7 @@ def _build_workbook(sheets: list[dict[str, Any]], *, freeze_header: bool, auto_w
     for i, sheet in enumerate(sheets, start=1):
         if not isinstance(sheet, dict):
             continue
-        rows, inferred_cols = _normalize_rows(sheet.get("rows"))
+        rows, inferred_cols = _normalize_rows(sheet.get("rows") if sheet.get("rows") is not None else sheet.get("data"))
         headers_raw = sheet.get("headers")
         if isinstance(headers_raw, list) and headers_raw:
             col_count = max(len(headers_raw), inferred_cols, 1)
@@ -129,15 +129,62 @@ def _build_workbook(sheets: list[dict[str, Any]], *, freeze_header: bool, auto_w
     return buf.getvalue(), summary
 
 
+_XLSX_EXAMPLE = {
+    "name": "alarm_summary.xlsx",
+    "sheets": [
+        {
+            "name": "by_host",
+            "headers": ["host_name", "severity", "count"],
+            "rows": [["NE-A", "critical", 12], ["NE-B", "major", 5]],
+        }
+    ],
+    "freeze_header": True,
+    "auto_width": True,
+}
+
+
+def _coerce_sheets(args: dict[str, Any]) -> list[Any] | None:
+    """Accept common agent shapes: sheets[], or top-level headers/rows[/name]."""
+    sheets_raw = args.get("sheets")
+    if isinstance(sheets_raw, list) and sheets_raw:
+        return sheets_raw
+    # Single sheet mistaken as top-level object
+    if isinstance(sheets_raw, dict) and (
+        "rows" in sheets_raw or "headers" in sheets_raw or "data" in sheets_raw
+    ):
+        return [sheets_raw]
+    headers = args.get("headers")
+    rows = args.get("rows")
+    if rows is None:
+        rows = args.get("data")
+    if isinstance(rows, list):
+        sheet: dict[str, Any] = {"rows": rows}
+        if isinstance(headers, list):
+            sheet["headers"] = headers
+        title = str(args.get("sheet_name") or args.get("sheet") or "").strip()
+        if title:
+            sheet["name"] = title
+        return [sheet]
+    return None
+
+
 def write_xlsx_tool() -> ToolSpec:
     def _handler(args: dict[str, Any]) -> dict[str, Any]:
-        sheets_raw = args.get("sheets")
-        if not isinstance(sheets_raw, list) or not sheets_raw:
-            return {"ok": False, "error": "sheets_required"}
+        sheets_raw = _coerce_sheets(args)
+        if not sheets_raw:
+            return {
+                "ok": False,
+                "error": "sheets_required",
+                "hint": "Pass sheets=[{name, headers, rows}] (or top-level headers+rows).",
+                "example": _XLSX_EXAMPLE,
+            }
         if len(sheets_raw) > _MAX_SHEETS:
             return {"ok": False, "error": "too_many_sheets", "max_sheets": _MAX_SHEETS}
 
-        filename = str(args.get("name") or "").strip() or "report.xlsx"
+        filename = (
+            str(args.get("name") or args.get("filename") or args.get("file_name") or "").strip()
+            or "report.xlsx"
+        )
         if not filename.lower().endswith(".xlsx"):
             filename = f"{filename}.xlsx"
         freeze_header = args.get("freeze_header") is not False
@@ -200,7 +247,10 @@ def write_xlsx_tool() -> ToolSpec:
             "properties": {
                 "sheets": {
                     "type": "array",
-                    "description": "One or more sheets. Each item: {name, headers[], rows[][]}.",
+                    "description": (
+                        "Preferred: one or more sheets [{name, headers[], rows[][]}]. "
+                        "If omitted, top-level headers+rows are accepted as a single sheet."
+                    ),
                     "items": {
                         "type": "object",
                         "properties": {
@@ -213,17 +263,72 @@ def write_xlsx_tool() -> ToolSpec:
                             "rows": {
                                 "type": "array",
                                 "description": "Data rows: each row is an array of cell values (string/number/bool/null).",
-                                "items": {"type": "array"},
+                                "items": {
+                                    "anyOf": [
+                                        {"type": "array"},
+                                        {"type": "object"},
+                                    ]
+                                },
+                            },
+                            "data": {
+                                "type": "array",
+                                "description": "Alias for rows.",
+                                "items": {
+                                    "anyOf": [
+                                        {"type": "array"},
+                                        {"type": "object"},
+                                    ]
+                                },
                             },
                         },
-                        "required": ["rows"],
-                        "additionalProperties": False,
+                        "additionalProperties": True,
                     },
                 },
+                "headers": {
+                    "type": "array",
+                    "items": {"type": "string"},
+                    "description": "Shortcut when sheets omitted: column headers for a single sheet.",
+                },
+                "rows": {
+                    "type": "array",
+                    "description": "Shortcut when sheets omitted: data rows for a single sheet.",
+                    "items": {
+                        "anyOf": [
+                            {"type": "array"},
+                            {"type": "object"},
+                        ]
+                    },
+                },
+                "data": {
+                    "type": "array",
+                    "description": "Alias for top-level rows.",
+                    "items": {
+                        "anyOf": [
+                            {"type": "array"},
+                            {"type": "object"},
+                        ]
+                    },
+                },
+                "sheet_name": {
+                    "type": "string",
+                    "description": "Shortcut sheet tab name when using top-level headers/rows.",
+                },
+                "sheet": {
+                    "type": "string",
+                    "description": "Alias for sheet_name.",
+                },
                 "name": {
                     "type": "string",
                     "description": "Download filename, e.g. alarm_summary.xlsx",
                 },
+                "filename": {
+                    "type": "string",
+                    "description": "Alias for name.",
+                },
+                "file_name": {
+                    "type": "string",
+                    "description": "Alias for name.",
+                },
                 "path": {
                     "type": "string",
                     "description": "Optional workspace path to also write the .xlsx file (mirror).",
@@ -239,7 +344,7 @@ def write_xlsx_tool() -> ToolSpec:
                     "description": "Best-effort column width from sample cells (default true).",
                 },
             },
-            "required": ["sheets"],
+            "required": [],
             "additionalProperties": False,
         },
         handler=_handler,

runtime/workspaces/ops/ROLE_SYSTEM.en.md

@@ -28,9 +28,15 @@ You are the ops specialist (network operations expert).
 - **Use `host_name` as the primary key for every NE dimension** (first table column, Top-N keys, group-by, and how you refer to an NE in prose). After sync, netx stores it on the alarm row — prefer:
   - List/paged alarms: **`host_name`** from `mcp__netx__queryUmeAlarms`
   - Raw/SQL: **`alarm_host_name`** (over `ne_host_name` when both exist)
+  - Aggregate: default `by_ne` from `mcp__netx__aggregateUmeAlarms`; custom dims via `group_by=alarm_host_name` (routes to raw aggregate)
 - **Never** use `ne_id` / `alarm_ne_id` (UUID) as the user-facing primary key; `ne_id` is for filters and joins only.
 - If `host_name` is empty, fall back to `user_label` / `ne_name` with a "host_name missing" note — never bare `ne_id`.
-- NE stats/aggregates: prefer `group_by=alarm_host_name` or `group_by=ne_host_name`; do not group by `alarm_ne_id` / `ne_ne_id` for user output.
+- NE stats/aggregates: prefer `aggregateUmeAlarms(group_by=alarm_host_name)` or `aggregateUmeAlarmsRaw`; do not group by `alarm_ne_id` / `ne_ne_id` for user output.
+
+## WhatsApp interaction (mandatory)
+- Short ops intents follow `ops-netx-ume-playbook` WhatsApp recipes; target **≤3 tool calls** per user message.
+- Spreadsheet delivery: `write_xlsx` then `save_deliverable_attachment` — never claim a file was sent without the deliverable step.
+- Call `listCliTargets` at most once per session and reuse ids; batch `execManagedNe` commands; on timeout raise `read_timeout_sec` — no blind retries.
 
 ## Required skills
 - For every netx/UME **alarm or NE** request, load and follow skill: `ops-netx-ume-playbook` (skill text may be Chinese; **user-facing output must still match the user's language**).

runtime/workspaces/ops/ROLE_SYSTEM.md

@@ -19,10 +19,15 @@
 ## 告警与网元展示（强制）
 - **网元维度一律以 `host_name` 为主键展示**（表格首列、Top 排名键、分组维度、结论中的网元指称）。告警同步后 netx 已把 `host_name` 写入告警表，优先读：
   - 列表/分页：`mcp__netx__queryUmeAlarms`（或 legacy `netx_query_ume_alarms`）返回的 **`host_name`**
-  - 聚合：`mcp__netx__aggregateUmeAlarms` 的网元维度字段
+  - 聚合：`mcp__netx__aggregateUmeAlarms` 的 `by_ne`（默认按 host）；自定义维度用 `group_by=alarm_host_name`（会路由到 Raw 聚合）
 - **禁止**用 `ne_id` / `alarm_ne_id`（UUID）作为对用户的主展示键；`ne_id` 仅用于工具过滤或内部关联。
 - 若 `host_name` 为空，再用 `user_label` / `ne_name` 并标注「host_name 缺失」；仍不得用裸 `ne_id`。
-- 按网元统计/聚合：优先 `group_by=alarm_host_name` 或 `group_by=ne_host_name`，勿按 `alarm_ne_id` / `ne_ne_id` 对外展示。
+- 按网元统计/聚合：优先 `aggregateUmeAlarms(group_by=alarm_host_name)` 或 `aggregateUmeAlarmsRaw`；勿按 `alarm_ne_id` / `ne_ne_id` 对外展示。
+
+## WhatsApp 交互（强制）
+- 短句优先走 `ops-netx-ume-playbook` 的「WhatsApp 短指令配方」，控制在 ≤3 次工具调用。
+- 用户要表格/Excel：`write_xlsx` → `save_deliverable_attachment`；禁止只写文件不投递。
+- `listCliTargets` 每会话最多查一次并复用 id；`execManagedNe` 合并 commands，超时调 `read_timeout_sec`，禁止盲重试。
 
 ## 必须加载技能
 - 每次处理 netx/UME **告警或网元** 问题时，必须加载并遵循技能：`ops-netx-ume-playbook`。

skills/_workspace/ops/ops-netx-managed-ne-playbook/SKILL.md

@@ -21,6 +21,8 @@ description: 面向 ops 专家的 netx 纳管网元（网元管理）作业手
    - **UME 清单（无需逐台纳管）**：`mcp__netx__listCliTargets`（`source=ume`）或 `queryUmeNeInventory` 取 `ne_id`，再用 `ume_ne_id` 执行 CLI（需先在 netx **UME → CLI 连接** 配置统一凭据/跳板）
 2. **登录查信息**
    - `mcp__netx__execManagedNe`：`ne_id` **或** `ume_ne_id` + `commands`（默认最多 5 条，可由 `NETX_NE_EXEC_MAX_COMMANDS` 调高，硬上限 50）
+   - **一次会话内**：`listCliTargets` 最多调用一次，缓存返回的 id；多条 show 合并进同一次 `commands`，禁止「list→exec→list→exec」循环
+   - 超时：提高 `read_timeout_sec`（60–120）或减少命令条数，禁止对同一命令盲重试
 
 ## CLI 约束（服务端强制）
 

skills/_workspace/ops/ops-netx-ume-playbook/SKILL.md

@@ -44,6 +44,7 @@ description: 面向 ops 专家的 netx UME 运维作业手册。覆盖告警查
 
 - **整体态势 / Top 风险**：`runUmeDiagnostics` + `aggregateUmeAlarms`（默认已排除 missing host；看 `by_ne_missing`）。
   - 高危 Top-N：`aggregateUmeAlarms(severity=critical, top_ne=10)`，勿只看总量 Top。
+  - 按 host 自定义分组：`aggregateUmeAlarms(group_by=alarm_host_name, …)`（内部等同 Raw）或显式 `aggregateUmeAlarmsRaw`。
 - **时间收敛**：`queryUmeAlarms` / `aggregateUmeAlarms` / raw 均支持 `time_from`/`time_to`（语义=`last_seen_at`）。先看 freshness，再填时间窗。
 - **可引用证据**：`queryUmeAlarmsRaw` + `field_preset=evidence`。
 - **任意字段统计**：`aggregateUmeAlarmsRaw`（按 host 分组时默认排除 missing；看 `by_ne_missing`）。
@@ -51,6 +52,23 @@ description: 面向 ops 专家的 netx UME 运维作业手册。覆盖告警查
 - **critical 口类/光路类告警**：抽 1–2 个 `ne_id` → `findTopologyPaths`（默认 `detail=summary`，看 `paths[].label`）→ 再决定是否 CLI。
 - **查网元身份**：`queryUmeNeInventory(keyword=host_name)`；完整 `raw_json` 用 `getUmeNe`。
 
+## WhatsApp 短指令配方（强制少工具）
+
+群聊短句（中/英）优先走下列固定路径，**目标 ≤3 次工具调用**，不要先翻页/反复 listCliTargets。
+
+| 用户说法（例） | 配方 |
+|----------------|------|
+| 断纤 / fiber cut / LOS / 光缆中断 | ① `queryUmeAlarmsRaw(keyword=LOS\|fiber\|断纤\|光缆, field_preset=evidence, page_size=50)` 或 `keyword`+severity；② 摘要表；若要文件：`write_xlsx`→`save_deliverable_attachment` |
+| 离线 / 单板离线 / offline NE | ① `queryUmeAlarms`/`Raw` + keyword `离线`/`offline`/`通信中断`；② 按 `alarm_host_name` 去重列清单；要文件同上 |
+| Critical Top / 告警统计 | ① `aggregateUmeAlarms(severity=critical, top_ne=20)` 或 `group_by=alarm_host_name`；② 结论；要 xlsx 再写表 |
+| 当前告警有多少 / tally | ① `runUmeDiagnostics` 或 `aggregateUmeAlarms`；② 直接报 by_severity + freshness |
+| 导出 Excel / 发我表格 | 先查再 `write_xlsx(sheets=[…])`（可顶层 headers+rows）→ **必须** `save_deliverable_attachment(attachment_id=…)` |
+
+交付约定：
+- `write_xlsx` 只入库，不发出；WhatsApp 要文件时最后一步必须 `save_deliverable_attachment`。
+- 禁止用 `run_command`+openpyxl 造 xlsx。
+- 确认类短句（YES / confirm / 继续）：承接上一任务继续，勿重新开查。
+
 ## 约束与护栏
 
 - 优先非 SQL；参数表达不了再用 SQL。
@@ -76,8 +94,8 @@ description: 面向 ops 专家的 netx UME 运维作业手册。覆盖告警查
 
 ## 推荐分析模式
 
-- 高风险网元：`aggregateUmeAlarmsRaw` + `group_by=alarm_host_name` + `severity`。
-- 严重度：`aggregateUmeAlarms` 或 `group_by=alarm_perceived_severity`。
+- 高风险网元：`aggregateUmeAlarms(group_by=alarm_host_name, severity=critical)` 或显式 `aggregateUmeAlarmsRaw`。
+- 严重度：`aggregateUmeAlarms`（默认 by_severity + by_ne）；自定义维度才用 `group_by`。
 - 事件类型：看 diagnostics `top_event_types`；真正告警码看 `top_alarm_codes`（UME `alarmCode`）。
 - 关联路径：critical Port down / LOS → `findTopologyPaths(from_ume_ne_id, to_ume_ne_id)`。
 

skills/_workspace/ops/ops-netx-ume-playbook/reference.md

@@ -22,8 +22,18 @@
 
 - `aggregateUmeAlarms`：`severity`(可选，如 critical)、`top_ne`(默认50)、`exclude_missing_host`(默认true)、`time_from`/`time_to`
   - 高危 Top：`severity=critical`；看 `by_ne_missing`；Top 默认不含 missing
+  - **也可传 `group_by=alarm_host_name`**：自动走动态聚合（等同 `aggregateUmeAlarmsRaw`）
 - `aggregateUmeAlarmsRaw`：`group_by=alarm_host_name` 等；按 host 分组时默认排除 missing（`by_ne_missing`）
 
+## 3b) WhatsApp 最短路径
+
+| 意图 | 调用 |
+|------|------|
+| Critical Top | `aggregateUmeAlarms(severity=critical, top_ne=20)` |
+| 按 host 统计 | `aggregateUmeAlarms(group_by=alarm_host_name, limit=50)` |
+| 断纤/离线清单 | `queryUmeAlarmsRaw(keyword=…, field_preset=evidence)` → 可选 `write_xlsx` + `save_deliverable_attachment` |
+| 发 Excel | `write_xlsx`（sheets 或顶层 headers+rows）→ `save_deliverable_attachment` |
+
 ## 4) 诊断
 
 - `runUmeDiagnostics`

skills/_workspace/public/channel-file-delivery/SKILL.md

@@ -31,7 +31,8 @@ description: "在 WhatsApp/微信等渠道会话中，把生成的附件发回
 
 | 目标格式 | 用哪个工具 | 说明 |
 |----------|------------|------|
-| `.xlsx` Excel | **`write_xlsx`** | 传 sheets/headers/rows；返回 `attachment_id`；**禁止**再用 `run_command`+openpyxl |
+| `.xlsx` Excel | **`write_xlsx`** | 传 `sheets=[{name,headers,rows}]`，或顶层 `headers`+`rows`；返回 `attachment_id`；**禁止**再用 `run_command`+openpyxl |
+
 | `.csv`、`.txt`、`.md`、`.json` 等纯文本 | `write_file` | 只能写文本内容 |
 | 图片 | `cloudflare_image_generate` 等 | 生成后用 `attachment_id` 标记 |
 | 视频 | 对应生成工具 | 生成后用 `attachment_id` 标记 |

tests/test_write_file_tool_aliases.py

@@ -0,0 +1,33 @@
+from __future__ import annotations
+
+from runtime.tools.public.write_file_tool import write_file_tool
+from runtime.tools.tool_validation import filter_arguments_to_schema, validate_tool_arguments
+
+
+def test_write_file_accepts_filename_alias(tmp_path, monkeypatch) -> None:
+    target = tmp_path / "workspace" / "note.txt"
+    monkeypatch.setattr(
+        "runtime.tools.public.write_file_tool.resolve_workspace_path",
+        lambda raw: target,
+    )
+    spec = write_file_tool()
+    out = spec.handler({"filename": "note.txt", "text": "hello"})
+    assert out.get("ok") is True
+    assert target.read_text(encoding="utf-8") == "hello"
+
+
+def test_write_file_schema_allows_aliases() -> None:
+    spec = write_file_tool()
+    args = {"file": "a.txt", "content": "x"}
+    filtered = filter_arguments_to_schema(spec.parameters, args)
+    ok, err = validate_tool_arguments(spec.parameters, filtered)
+    assert ok, err
+    assert "file" in filtered
+
+
+def test_write_file_path_required_message() -> None:
+    spec = write_file_tool()
+    out = spec.handler({"content": "x"})
+    assert out.get("ok") is False
+    assert out.get("error") == "path_required"
+    assert "example" in out

tests/test_write_xlsx_tool.py

@@ -98,6 +98,49 @@ def test_write_xlsx_requires_sheets() -> None:
     out = spec.handler({})
     assert out.get("ok") is False
     assert out.get("error") == "sheets_required"
+    assert "example" in out
+
+
+def test_write_xlsx_accepts_top_level_headers_rows(tmp_path, monkeypatch) -> None:
+    store = AttachmentAssetStore(root_dir=tmp_path / "att")
+    monkeypatch.setattr(
+        "runtime.tools.public.write_xlsx_tool.AttachmentAssetStore",
+        lambda root_dir=None: store if root_dir is None else AttachmentAssetStore(root_dir=root_dir),
+    )
+    spec = write_xlsx_tool()
+    out = spec.handler(
+        {
+            "filename": "fiber.xlsx",
+            "headers": ["host_name", "count"],
+            "rows": [["NE-A", 3], ["NE-B", 1]],
+            "freeze_header": True,
+            "auto_width": True,
+        }
+    )
+    assert out.get("ok") is True
+    assert out.get("name") == "fiber.xlsx"
+    assert out.get("sheet_count") == 1
+    blob, _ = store.load_bytes(str(out["attachment_id"]))
+    wb = load_workbook(io.BytesIO(blob))
+    ws = wb.active
+    assert [c.value for c in ws[1]] == ["host_name", "count"]
+    assert ws["A2"].value == "NE-A"
+
+
+def test_write_xlsx_schema_allows_freeze_and_shortcut_keys() -> None:
+    from runtime.tools.tool_validation import filter_arguments_to_schema, validate_tool_arguments
+
+    spec = write_xlsx_tool()
+    args = {
+        "headers": ["a"],
+        "rows": [[1]],
+        "freeze_header": True,
+        "auto_width": False,
+        "filename": "t.xlsx",
+    }
+    filtered = filter_arguments_to_schema(spec.parameters, args)
+    ok, err = validate_tool_arguments(spec.parameters, filtered)
+    assert ok, err
 
 
 def test_write_xlsx_tool_result_maps_to_binary_ref() -> None: