chore: update CLAUDE.md

Author: gadenbuie

.gitignore

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+# Claude
+.claude/settings.local.json

CLAUDE.md

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+# querychat
+
+## Project Overview
+
+querychat is a multilingual package that allows users to chat with their data using natural language queries. It's available for:
+
+- R (Shiny)
+- Python (Shiny for Python)
+
+The core functionality translates natural language queries into SQL statements that are executed against data sources. This approach ensures reliability, transparency, and reproducibility by:
+1. Leveraging LLMs' strengths in writing SQL
+2. Providing transparency with visible SQL queries
+3. Enabling reproducibility through reusable queries
+
+## Repository Structure
+
+The repository contains separate packages for R and Python:
+
+```
+/
+├── pkg-r/                  # R package implementation
+│   ├── R/                  # R source files
+│   ├── inst/               # Installed files
+│   │   ├── examples-shiny/ # Shiny example applications
+│   │   ├── htmldep/        # HTML dependencies
+│   │   └── prompts/        # Prompt templates
+│   └── tests/              # testthat test suite
+│
+├── pkg-py/       # Python package implementation
+│   ├── src/      # Python source files
+│   ├── tests/    # pytest test suite
+│   └── examples/ # Example applications
+│
+├── docs/ # Documentation site
+├── _dev/ # Development utilities and demos (local scratch space only)
+```
+
+## Common Commands
+
+### Python Package
+
+We use `uv` for Python package management and `make` for common tasks.
+
+```bash
+# Setup Python environment
+make py-setup
+
+# Run Python checks (format, types, tests)
+make py-check
+make py-check-format
+make py-check-types
+make py-check-tests
+
+# Format Python code
+make py-format
+
+# Build Python package
+make py-build
+
+# Build Python documentation
+make py-docs
+```
+
+### R Package
+
+```bash
+# Install R dependencies
+make r-setup
+
+# Run R checks (format, tests, package)
+make r-check
+make r-check-format
+make r-check-tests
+make r-check-package
+
+# Format R code
+make r-format
+
+# Document R package
+make r-document
+
+# Build R documentation
+make r-docs
+```
+
+### Documentation
+
+```bash
+# Build all documentation
+make docs
+
+# Preview R docs
+make r-docs-preview
+
+# Preview Python docs
+make py-docs-preview
+```
+
+## Code Architecture
+
+### Core Components
+
+1. **Data Sources**: Abstractions for data frames and database connections that provide schema information and execute SQL queries
+   - R: `querychat_data_source()` in `pkg-r/R/data_source.R`
+   - Python: `DataSource` classes in `pkg-py/src/querychat/datasource.py`
+
+2. **LLM Client**: Integration with LLM providers (OpenAI, Anthropic, etc.) through:
+   - R: ellmer package
+   - Python: chatlas package
+
+3. **Query Chat Interface**: UI components and server logic for the chat experience:
+   - R: `querychat_sidebar()`, `querychat_ui()`, and `querychat_server()` in `pkg-r/R/querychat.R`
+   - Python: `QueryChat` class in `pkg-py/src/querychat/querychat.py`
+
+4. **Prompt Engineering**: System prompts and tool definitions that guide the LLM:
+   - R: `pkg-r/inst/prompts/`
+     - Main prompt (`prompt.md`)
+     - Tool descriptions (`tool-query.md`, `tool-reset-dashboard.md`, `tool-update-dashboard.md`)
+   - Python: `pkg-py/src/querychat/prompts/`
+     - Main prompt (`prompt.md`)
+     - Tool descriptions (`tool-query.md`, `tool-reset-dashboard.md`, `tool-update-dashboard.md`)
+
+### Data Flow
+
+1. User enters a natural language query in the UI
+2. The query is sent to an LLM along with schema information
+3. The LLM generates a SQL query using tool calling
+4. The SQL query is executed against the data source
+5. Results are returned and displayed in the UI
+6. The SQL query is also displayed for transparency
+
+## Recommendations for Development
+
+1. Always test changes with both R and Python implementations to maintain consistency
+2. Use the provided Make commands for development tasks
+3. Follow the existing code style (ruff for Python, `air format .` for R)
+4. Ask before running tests (the user may want to run them themselves)
+5. Update documentation when adding new features
+6. Always ask about file names before writing any new code
+7. Always pay attention to your working directory when running commands, especially when working in a sub-package.
+8. When planning, talk through all function and argument names, file names and locations.