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export_report

Export a computed takeoff report with per-condition quantities, material buy lists, and project-wide totals for pricing.

Instructions

The computed Report document — "opentakeoff.report.v1", the same schema the canvas Report's JSON export writes. Everything a pricing consumer needs without re-implementing the app's math: per-condition quantities with waste and multiplier applied (gross and *_net), the computed materials BUY LIST per condition (order quantity = basis ÷ coverage rate, rounded up to whole purchase units) plus the project-wide roll-up summed by (name, unit), per-sheet BASE subtotals, scale provenance per sheet, and annotations. Contrast: export_takeoff is the raw canvas payload (materials as CONFIG rows, no computed quantities) and takeoff_summary strips materials for a compact reply — when the numbers are leaving for pricing, consume this. A report alone is HALF the deliverable: pair it with export_marked_pdf, because a takeoff is reviewed on marked drawings, not on numbers. Returned inline; pass path to also write it to disk as JSON.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pathNoFile path to write the document to
overwriteNoReplace the file at path even when it is not an OpenTakeoff export. Off by default: re-exporting over a previous export of your own already overwrites without this, so you only need it to deliberately destroy an unrelated file.
project_nameNoLabel for the document's project_name field (a headless session has no project of its own; omitted → null)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
rfisYes
unitsYes
schemaYes
sheetsYesScale provenance per sheet — how each scale was set
totalsYes
markupsYes
by_labelYes
by_sheetYesBASE per-sheet subtotals — multiplier NOT applied, no waste, no materials
materialsYesProject-wide buy list — condition rows summed by (name, unit)
conditionsYesconditionTotals rows: gross + *_net quantities AND the computed materials buy list
roll_goodsYesRoll-goods order rows (#136) — order_lf / rolls / order_qty per roll-goods condition, ×N applied; empty when no condition carries a roll_setup (always the case for a headless session today)
project_nameYes
shape_labelsYes
display_unitsYes
generated_withYes
condition_columnsYes
proposed_condition_editsNoPending condition-edit proposals (#365) — the rows above print the CURRENT knobs; each entry here carries the proposed values beside them. Present only when any are pending, so a proposal-free report is byte-identical

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed4 schema fields changedv0.1.25
    • addedOutput schema / properties / proposed_condition_edits / items / properties / current / properties / drop_ft
      Added value: +{
      +  "type": "number"
      +}
    • addedOutput schema / properties / proposed_condition_edits / items / properties / current / properties / rise_ft
      Added value: +{
      +  "type": "number"
      +}
    • addedOutput schema / properties / proposed_condition_edits / items / properties / proposed / properties / drop_ft
      Added value: +{
      +  "$ref": "#/properties/proposed_condition_edits/items/properties/current/properties/drop_ft"
      +}
    • addedOutput schema / properties / proposed_condition_edits / items / properties / proposed / properties / rise_ft
      Added value: +{
      +  "$ref": "#/properties/proposed_condition_edits/items/properties/current/properties/rise_ft"
      +}
  2. Changed1 schema field changedv0.1.21
    • addedOutput schema / properties / proposed_condition_edits
      Added value: +{
      +  "description": "Pending condition-edit proposals (#365) — the rows above print the CURRENT knobs; each entry here carries the proposed values beside them. Present only when any are pending, so a proposal-free report is byte-identical",
      +  "items": {
      +    "additionalProperties": false,
      +    "properties": {
      +      "condition": {
      +        "type": "string"
      +      },
      +      "condition_id": {
      +        "type": "string"
      +      },
      +      "current": {
      +        "additionalProperties": true,
      +        "description": "The condition's knobs as they stand — what every total above is computed from",
      +        "properties": {
      +          "finish_tag": {
      +            "type": "string"
      +          },
      +          "height_ft": {
      +            "type": "number"
      +          },
      +          "multiplier": {
      +            "type": "number"
      +          },
      +          "roll_setup": {
      +            "anyOf": [
      +              {
      +                "additionalProperties": true,
      +                "properties": {},
      +                "type": "object"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ]
      +          },
      +          "waste_pct": {
      +            "type": "number"
      +          }
      +        },
      +        "type": "object"
      +      },
      +      "proposal_id": {
      +        "type": "string"
      +      },
      +      "proposed": {
      +        "additionalProperties": true,
      +        "description": "Only the fields that would change",
      +        "properties": {
      +          "finish_tag": {
      +            "$ref": "#/properties/proposed_condition_edits/items/properties/current/properties/finish_tag"
      +          },
      +          "height_ft": {
      +            "$ref": "#/properties/proposed_condition_edits/items/properties/current/properties/height_ft"
      +          },
      +          "multiplier": {
      +            "$ref": "#/properties/proposed_condition_edits/items/properties/current/properties/multiplier"
      +          },
      +          "roll_setup": {
      +            "$ref": "#/properties/proposed_condition_edits/items/properties/current/properties/roll_setup"
      +          },
      +          "waste_pct": {
      +            "$ref": "#/properties/proposed_condition_edits/items/properties/current/properties/waste_pct"
      +          }
      +        },
      +        "type": "object"
      +      },
      +      "proposed_at": {
      +        "type": "string"
      +      },
      +      "rationale": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "proposal_id",
      +      "condition",
      +      "condition_id",
      +      "current",
      +      "proposed",
      +      "rationale",
      +      "proposed_at"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
  3. Changed1 schema field changedv0.1.15
    • addedInput schema / properties / overwrite
      Added value: +{
      +  "description": "Replace the file at path even when it is not an OpenTakeoff export. Off by default: re-exporting over a previous export of your own already overwrites without this, so you only need it to deliberately destroy an unrelated file.",
      +  "type": "boolean"
      +}
  4. Changed2 schema fields changedv0.1.14
    • changedOutput schema / properties / conditions / items / properties / materials / items / properties / basis / enum
      Previous value: -[
      -  "area",
      -  "linear",
      -  "count"
      -]New value: +[
      +  "area",
      +  "linear",
      +  "count",
      +  "seam_lf"
      +]
    • changedOutput schema / properties / conditions / items / properties / materials / items / properties / basis_qty / description
      Previous value: -"The condition total this row divides (SF, LF, or EA — multiplier applied, waste not)"New value: +"The condition total this row divides (SF, LF, EA, or figured seam LF — multiplier applied, waste not)"
  5. Changed3 schema fields changedv0.1.9
    • addedInput schema / properties / project_name
      Added value: +{
      +  "description": "Label for the document's project_name field (a headless session has no project of its own; omitted → null)",
      +  "type": "string"
      +}
    • addedOutput schema / properties / roll_goods
      Added value: +{
      +  "description": "Roll-goods order rows (#136) — order_lf / rolls / order_qty per roll-goods condition, ×N applied; empty when no condition carries a roll_setup (always the case for a headless session today)",
      +  "items": {
      +    "additionalProperties": {},
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
    • changedOutput schema / required
      Previous value: -[
      -  "schema",
      -  "project_name",
      -  "generated_with",
      -  "sheets",
      -  "conditions",
      -  "by_sheet",
      -  "totals",
      -  "materials",
      -  "markups",
      -  "rfis",
      -  "condition_columns",
      -  "shape_labels",
      -  "by_label",
      -  "units",
      -  "display_units"
      -]New value: +[
      +  "schema",
      +  "project_name",
      +  "generated_with",
      +  "sheets",
      +  "conditions",
      +  "by_sheet",
      +  "totals",
      +  "materials",
      +  "markups",
      +  "rfis",
      +  "condition_columns",
      +  "shape_labels",
      +  "by_label",
      +  "units",
      +  "display_units",
      +  "roll_goods"
      +]
  6. Addedv0.1.8

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description carries the full behavioral burden, and it delivers: it discloses the computed quantities, the BUY LIST formula, roll-ups, scale provenance, inline return behavior, and the optional disk write as JSON. It also clarifies that a report alone is only half the deliverable, which is important behavioral guidance.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is long but information-dense, with every sentence earning its place: schema identity, content summary, sibling contrast, pairing guidance, and I/O behavior. It is front-loaded with the core definition and reads naturally in order of decision-making.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description is complete for a report-export tool: it names the output schema, enumerates the report contents, gives selection criteria, explains how to pair it with the marked PDF export, and describes inline vs. file output. The output schema covers return-value details, so nothing essential is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the baseline is 3. The description adds useful extra meaning by explaining that the result is returned inline and that path is only used to also write the document to disk as JSON, which clarifies optionality beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States the exact resource (the computed OpenTakeoff report document) and the concrete schema it conforms to. It also distinguishes itself from export_takeoff and takeoff_summary, so an agent can select it correctly without opening sibling schemas.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says when to use this tool: 'when the numbers are leaving for pricing, consume this.' It contrasts the raw canvas payload and the stripped summary, and additionally instructs the agent to pair the report with export_marked_pdf because 'a takeoff is reviewed on marked drawings, not on numbers.'

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.