project_status_report
Identifies at-risk and off-track projects by analyzing milestones and end dates, ranks by risk, and flags health divergence.
Instructions
Report which projects are in trouble, across a portfolio, in one call.
Composes project.project records (filtered by manager / customer / name) with their project.milestone rows into a per-project derived health verdict (off_track / at_risk / on_track) driven by overdue-or-unreached milestones and the project end date. Surfaces the PM's declared status alongside, flags projects declared healthier than the data (divergence), and ranks by risk.
Args: manager: Optional project-manager filter (user_id.name ilike). customer: Optional customer filter (partner_id.name ilike). project: Optional project-name filter (name ilike) to narrow the set. include_on_hold: Keep projects whose declared status is on_hold (default True). include_done: Keep projects whose declared status is done (default False). lookahead_days: Days ahead that count as "due soon" for at_risk (default 7). timezone_offset: UTC offset for "today" (default 7 = Asia/Ho_Chi_Minh).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| manager | No | ||
| project | No | ||
| customer | No | ||
| include_done | No | ||
| lookahead_days | No | ||
| include_on_hold | No | ||
| timezone_offset | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |