Daily brief
daily_briefYour morning brief in one call: today's and this-month's sales & expenses, cash position (cash.total is LIQUID money only — cash + banks + gateway float; any owner advance comes back separately as cash.ownerFunding, and any credit-card debt as cash.cards / cash.cardsOwing — both are liabilities that must never be added to, or netted against, the cash total), who owes you (top debtors + overdue buckets — the buckets count invoices only; receivables.unmatchedPayments, when present, is customer money received but not yet matched to an invoice, already netted inside receivables.total), what's waiting for your approval (approvals.total counts DECISIONS, not rows: a real approval contributes its item count, while an operational to-do like "listings to link" counts as 1 however long its backlog — read each item's own count for the size. A STAGED SET (staged_documents, staged_products, …) is one decision too, so its count is always 1: read rows for how many are actually waiting, flagged for how many need a human look, and fenced for how many cannot be entered while the accounting start date stands where it is (they are dated on or before it, so the opening balances already carry them). A fenced row is not work the owner can finish on this queue: the remedies are to leave it out, or to move the accounting start date — after which Taokeh re-checks the fence and the row becomes enterable), tax position, and low stock. Assembles the same figures as the individual tools (business_snapshot, cash_position, ar_aging, tax_position, low_stock) plus your pending-approval queue, so "brief me" is a single read.
Input Schema
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