/**
* Weekly Report Prompt
* Generate job status summaries for a date range
*/
export const weeklyReportPromptDefinition = {
name: 'weekly-report',
description: 'Generate a comprehensive job status report for a date range',
arguments: [
{
name: 'dateFrom',
description: 'Start date in ISO 8601 format (YYYY-MM-DD)',
required: false,
},
{
name: 'dateTo',
description: 'End date in ISO 8601 format (YYYY-MM-DD)',
required: false,
},
],
};
export function getWeeklyReportPrompt(args?: { dateFrom?: string; dateTo?: string }) {
// Default to current week if no dates provided
const today = new Date();
const defaultDateTo = today.toISOString().split('T')[0];
const weekAgo = new Date(today);
weekAgo.setDate(weekAgo.getDate() - 7);
const defaultDateFrom = weekAgo.toISOString().split('T')[0];
const dateFrom = args?.dateFrom || defaultDateFrom;
const dateTo = args?.dateTo || defaultDateTo;
return {
messages: [
{
role: 'user' as const,
content: {
type: 'text' as const,
text: `Generate a comprehensive job status report for the period ${dateFrom} to ${dateTo}.`,
},
},
{
role: 'assistant' as const,
content: {
type: 'text' as const,
text: `I'll help you generate a comprehensive job status report for ${dateFrom} to ${dateTo}. Here's what I'll analyze:
## Report Structure
### 1. Job Overview
- **Active Jobs**: List all active jobs
- **Job Status Breakdown**: Count by status
- **New Jobs**: Jobs created during this period
### 2. Quote Analysis
- **Pending Quotes**: Quotes awaiting customer response
- **Accepted Quotes**: Quotes approved in this period
- **Quote Value**: Total value of quotes issued
- **Conversion Rate**: Accepted vs total quotes
### 3. Time Tracking
- **Total Hours**: Hours logged across all jobs
- **By Job**: Time breakdown per job
- **By User**: Team member productivity
- **Locked Entries**: Finalized time entries
### 4. Key Metrics
- **Jobs Completed**: Finished in this period
- **Revenue Potential**: Value of accepted quotes
- **Team Utilization**: Hours logged vs available
## Data Collection Steps:
1. **List Active Jobs**
- Use \`list-jobs\` to get all active jobs
- Filter or analyze for the date range
2. **Analyze Quotes**
- Use \`list-quotes\` with \`createdAfter\` and \`modifiedAfter\` filters
- Group by status (pending, accepted, declined)
- Calculate total quote values
3. **Time Entry Summary**
- Use \`list-time-entries\` with \`filterDateFrom\` and \`filterDateTo\`
- Aggregate by job and user
- Identify locked (finalized) entries
4. **Team Analysis**
- Use \`list-users\` to get active team members
- Cross-reference with time entries
- Calculate utilization rates
## Report Format:
\`\`\`
📊 Fergus Job Report: ${dateFrom} to ${dateTo}
JOBS SUMMARY
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Active Jobs: [count]
New Jobs Created: [count]
Jobs Completed: [count]
QUOTES
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Pending: [count] ($[value])
Accepted: [count] ($[value])
Conversion Rate: [percentage]%
TIME TRACKING
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Total Hours: [hours]
Locked Entries: [count]
TOP JOBS BY HOURS
1. [Job Title] - [hours]h
2. [Job Title] - [hours]h
3. [Job Title] - [hours]h
TEAM PRODUCTIVITY
[User Name]: [hours]h
[User Name]: [hours]h
\`\`\`
## Tools I'll Use:
- \`list-jobs\`: Get job overview
- \`list-quotes\`: Analyze quote status and values
- \`list-time-entries\`: Track hours worked
- \`list-users\`: Get team member details
- \`get-job\`: Fetch specific job details as needed
Let me start gathering this data. I'll fetch the jobs, quotes, and time entries for your specified period.`,
},
},
],
};
}
