@goxtechnologies/connectwise-psa-mcp 1.1.0

package/dist/operations/analytics.js

@@ -0,0 +1,742 @@
+// ConnectWise PSA MCP Server — Analytics Handlers
+//
+// Each handler fetches data from the CW API, computes metrics, and returns
+// pre-formatted markdown. Handlers are registered by name and dispatched
+// from the executor.
+import { getAPI } from '../services/connectwise-api.js';
+import { extendedHandlers } from './analytics-extended.js';
+import { mspTimeHandlers } from './analytics-msp-time.js';
+import { mspTicketHandlers } from './analytics-msp-tickets.js';
+import { mspFinancialHandlers } from './analytics-msp-financial.js';
+import { mspScheduleHandlers } from './analytics-msp-schedule.js';
+import { mspClientHandlers } from './analytics-msp-clients.js';
+import { mspTeamHandlers } from './analytics-msp-team.js';
+import { mspAssetHandlers } from './analytics-msp-assets.js';
+import { mspProjectHandlers } from './analytics-msp-projects.js';
+import { mspSalesHandlers } from './analytics-msp-sales.js';
+import { mspProcurementHandlers } from './analytics-msp-procurement.js';
+import { mspContractHandlers } from './analytics-msp-contracts.js';
+import { mspCommsHandlers } from './analytics-msp-comms.js';
+// Merged MSP handler map for O(1) lookup
+const mspHandlers = {
+    ...mspTimeHandlers, ...mspTicketHandlers, ...mspFinancialHandlers,
+    ...mspScheduleHandlers, ...mspClientHandlers, ...mspTeamHandlers,
+    ...mspAssetHandlers, ...mspProjectHandlers, ...mspSalesHandlers,
+    ...mspProcurementHandlers, ...mspContractHandlers, ...mspCommsHandlers,
+};
+// ---------------------------------------------------------------------------
+// Helpers
+// ---------------------------------------------------------------------------
+function num(v, fallback = 0) {
+    const n = Number(v);
+    return Number.isFinite(n) ? n : fallback;
+}
+function nested(obj, field, sub) {
+    const child = obj[field];
+    if (child && typeof child === 'object' && sub in child) {
+        return String(child[sub] ?? 'N/A');
+    }
+    return 'N/A';
+}
+function daysSince(iso) {
+    if (!iso)
+        return 0;
+    return Math.floor((Date.now() - new Date(iso).getTime()) / 86400000);
+}
+function daysAgo(n) {
+    const d = new Date();
+    d.setDate(d.getDate() - n);
+    return d.toISOString().split('T')[0] + 'T00:00:00Z';
+}
+function today() {
+    return new Date().toISOString().split('T')[0] + 'T00:00:00Z';
+}
+function round2(n) {
+    return Math.round(n * 100) / 100;
+}
+const handlers = {};
+function register(name, handler) {
+    handlers[name] = handler;
+}
+/**
+ * Run an analytics handler by name. Falls back to a stub if the handler
+ * is not yet implemented.
+ */
+export async function runAnalytics(op, params) {
+    const handler = handlers[op.handler ?? op.name];
+    if (handler)
+        return handler(op, params);
+    // Check extended handlers (analytics-extended.ts)
+    const extHandler = extendedHandlers[op.handler ?? op.name];
+    if (extHandler)
+        return extHandler(params);
+    // Check MSP analytics handlers (54 handlers across 12 domain files)
+    const mspHandler = mspHandlers[op.handler ?? op.name];
+    if (mspHandler)
+        return mspHandler(params);
+    // Stub for unimplemented handlers
+    return [
+        `## ${op.description}`,
+        '',
+        `> **Note:** The "${op.name}" analytics handler is defined but not yet implemented.`,
+        '> This operation requires custom computation logic.',
+        '> You can achieve similar results using the underlying API calls directly:',
+        '>',
+        `> - Category: ${op.category}`,
+        `> - Tier: ${op.tier}`,
+        op.handler ? `> - Handler: ${op.handler}` : '',
+    ].filter(Boolean).join('\n');
+}
+// ===========================================================================
+// IMPLEMENTED ANALYTICS HANDLERS
+// ===========================================================================
+// ---------------------------------------------------------------------------
+// stale_ticket_report — tickets with no updates in N days
+// ---------------------------------------------------------------------------
+register('stale_ticket_report', async (_op, params) => {
+    const api = getAPI();
+    const days = num(params['days'], 14);
+    const cutoff = daysAgo(days);
+    const result = await api.paginatedFetch('/service/tickets', `closedFlag=false AND lastUpdated<=[${cutoff}]`, 'id,summary,status/name,board/name,priority/name,company/name,lastUpdated,resources', 500);
+    const tickets = result.items;
+    if (tickets.length === 0)
+        return `No stale tickets found (threshold: ${days} days).`;
+    const lines = [
+        `## Stale Ticket Report (no updates in ${days}+ days)`,
+        '',
+        `Found **${tickets.length}** stale ticket(s):`,
+        '',
+        '| # | Summary | Board | Priority | Company | Last Updated | Days Stale |',
+        '|---|---------|-------|----------|---------|-------------|------------|',
+    ];
+    for (const t of tickets.slice(0, 50)) {
+        const stale = daysSince(t.lastUpdated);
+        lines.push(`| ${t.id} | ${String(t.summary ?? '').substring(0, 50)} | ${nested(t, 'board', 'name')} | ${nested(t, 'priority', 'name')} | ${nested(t, 'company', 'name')} | ${String(t.lastUpdated ?? '').substring(0, 10)} | ${stale}d |`);
+    }
+    if (tickets.length > 50)
+        lines.push(`\n*... and ${tickets.length - 50} more*`);
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// open_ticket_age_distribution — bucket open tickets by age
+// ---------------------------------------------------------------------------
+register('open_ticket_age_distribution', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/service/tickets', 'closedFlag=false', 'id,dateEntered,priority/name,board/name', 2000);
+    const buckets = {
+        '0-1 days': 0, '2-3 days': 0, '4-7 days': 0, '8-14 days': 0,
+        '15-30 days': 0, '31-60 days': 0, '60+ days': 0,
+    };
+    for (const t of result.items) {
+        const age = daysSince(t.dateEntered);
+        if (age <= 1)
+            buckets['0-1 days']++;
+        else if (age <= 3)
+            buckets['2-3 days']++;
+        else if (age <= 7)
+            buckets['4-7 days']++;
+        else if (age <= 14)
+            buckets['8-14 days']++;
+        else if (age <= 30)
+            buckets['15-30 days']++;
+        else if (age <= 60)
+            buckets['31-60 days']++;
+        else
+            buckets['60+ days']++;
+    }
+    const total = result.items.length;
+    const lines = [
+        `## Open Ticket Age Distribution (${total} tickets)`,
+        '',
+        '| Age Bracket | Count | % |',
+        '|-------------|-------|---|',
+    ];
+    for (const [bracket, count] of Object.entries(buckets)) {
+        const pct = total > 0 ? round2((count / total) * 100) : 0;
+        lines.push(`| ${bracket} | ${count} | ${pct}% |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// team_workload_balance — open tickets per member
+// ---------------------------------------------------------------------------
+register('team_workload_balance', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/service/tickets', 'closedFlag=false', 'id,resources,priority/name,board/name', 2000);
+    const memberCounts = {};
+    let unassigned = 0;
+    for (const t of result.items) {
+        const resources = String(t.resources ?? '');
+        if (!resources.trim()) {
+            unassigned++;
+            continue;
+        }
+        // Resources is a comma-separated string of identifiers
+        for (const member of resources.split(',').map(s => s.trim()).filter(Boolean)) {
+            if (!memberCounts[member])
+                memberCounts[member] = { total: 0, high: 0 };
+            memberCounts[member].total++;
+            const priority = nested(t, 'priority', 'name').toLowerCase();
+            if (priority.includes('critical') || priority.includes('high') || priority.includes('emergency')) {
+                memberCounts[member].high++;
+            }
+        }
+    }
+    const sorted = Object.entries(memberCounts).sort((a, b) => b[1].total - a[1].total);
+    const lines = [
+        `## Team Workload Balance (${result.items.length} open tickets)`,
+        '',
+        '| Member | Open Tickets | High/Critical | Balance |',
+        '|--------|-------------|---------------|---------|',
+    ];
+    const avg = sorted.length > 0 ? result.items.length / sorted.length : 0;
+    for (const [member, counts] of sorted) {
+        const balance = avg > 0 ? (counts.total / avg * 100 - 100).toFixed(0) : '0';
+        const indicator = Number(balance) > 30 ? 'OVER' : Number(balance) < -30 ? 'UNDER' : 'OK';
+        lines.push(`| ${member} | ${counts.total} | ${counts.high} | ${indicator} (${Number(balance) > 0 ? '+' : ''}${balance}%) |`);
+    }
+    if (unassigned > 0)
+        lines.push(`| *Unassigned* | ${unassigned} | - | - |`);
+    lines.push(`\n**Average:** ${round2(avg)} tickets/member`);
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// open_ticket_summary — by board, priority, and company
+// ---------------------------------------------------------------------------
+register('open_ticket_summary', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/service/tickets', 'closedFlag=false', 'id,board/name,priority/name,company/name,status/name', 2000);
+    const byBoard = {};
+    const byPriority = {};
+    const byCompany = {};
+    for (const t of result.items) {
+        const board = nested(t, 'board', 'name');
+        const priority = nested(t, 'priority', 'name');
+        const company = nested(t, 'company', 'name');
+        byBoard[board] = (byBoard[board] ?? 0) + 1;
+        byPriority[priority] = (byPriority[priority] ?? 0) + 1;
+        byCompany[company] = (byCompany[company] ?? 0) + 1;
+    }
+    const lines = [`## Open Ticket Summary (${result.items.length} total)\n`];
+    lines.push('### By Board');
+    lines.push('| Board | Count |');
+    lines.push('|-------|-------|');
+    for (const [k, v] of Object.entries(byBoard).sort((a, b) => b[1] - a[1])) {
+        lines.push(`| ${k} | ${v} |`);
+    }
+    lines.push('\n### By Priority');
+    lines.push('| Priority | Count |');
+    lines.push('|----------|-------|');
+    for (const [k, v] of Object.entries(byPriority).sort((a, b) => b[1] - a[1])) {
+        lines.push(`| ${k} | ${v} |`);
+    }
+    lines.push('\n### Top 15 Companies');
+    lines.push('| Company | Open Tickets |');
+    lines.push('|---------|-------------|');
+    for (const [k, v] of Object.entries(byCompany).sort((a, b) => b[1] - a[1]).slice(0, 15)) {
+        lines.push(`| ${k} | ${v} |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// unassigned_ticket_report
+// ---------------------------------------------------------------------------
+register('unassigned_ticket_report', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/service/tickets', "closedFlag=false AND resources=null", 'id,summary,board/name,priority/name,company/name,dateEntered', 500);
+    if (result.items.length === 0)
+        return 'No unassigned tickets found.';
+    const lines = [
+        `## Unassigned Tickets (${result.items.length})`,
+        '',
+        '| # | Summary | Board | Priority | Company | Age |',
+        '|---|---------|-------|----------|---------|-----|',
+    ];
+    for (const t of result.items.slice(0, 50)) {
+        const age = daysSince(t.dateEntered);
+        lines.push(`| ${t.id} | ${String(t.summary ?? '').substring(0, 50)} | ${nested(t, 'board', 'name')} | ${nested(t, 'priority', 'name')} | ${nested(t, 'company', 'name')} | ${age}d |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// ticket_aging_report
+// ---------------------------------------------------------------------------
+register('ticket_aging_report', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/service/tickets', 'closedFlag=false', 'id,summary,board/name,priority/name,company/name,dateEntered,lastUpdated,resources', 1000);
+    const tickets = result.items.sort((a, b) => new Date(a.dateEntered).getTime() - new Date(b.dateEntered).getTime());
+    if (tickets.length === 0)
+        return 'No open tickets found.';
+    const lines = [
+        `## Ticket Aging Report (${tickets.length} open tickets, oldest first)`,
+        '',
+        '| # | Summary | Board | Priority | Company | Age | Last Update |',
+        '|---|---------|-------|----------|---------|-----|------------|',
+    ];
+    for (const t of tickets.slice(0, 50)) {
+        const age = daysSince(t.dateEntered);
+        const lastUpdate = daysSince(t.lastUpdated);
+        lines.push(`| ${t.id} | ${String(t.summary ?? '').substring(0, 40)} | ${nested(t, 'board', 'name')} | ${nested(t, 'priority', 'name')} | ${nested(t, 'company', 'name')} | ${age}d | ${lastUpdate}d ago |`);
+    }
+    if (tickets.length > 50)
+        lines.push(`\n*... and ${tickets.length - 50} more*`);
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// priority_distribution
+// ---------------------------------------------------------------------------
+register('priority_distribution', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/service/tickets', 'closedFlag=false', 'id,priority/name,priority/id', 2000);
+    const dist = {};
+    for (const t of result.items) {
+        const p = nested(t, 'priority', 'name');
+        dist[p] = (dist[p] ?? 0) + 1;
+    }
+    const total = result.items.length;
+    const lines = [
+        `## Priority Distribution (${total} open tickets)`,
+        '',
+        '| Priority | Count | % |',
+        '|----------|-------|---|',
+    ];
+    for (const [k, v] of Object.entries(dist).sort((a, b) => b[1] - a[1])) {
+        lines.push(`| ${k} | ${v} | ${round2((v / total) * 100)}% |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// ticket_volume_trends — daily ticket creation over N days
+// ---------------------------------------------------------------------------
+register('ticket_volume_trends', async (_op, params) => {
+    const api = getAPI();
+    const days = num(params['days'], 30);
+    const start = daysAgo(days);
+    const result = await api.paginatedFetch('/service/tickets', `dateEntered>=[${start}]`, 'id,dateEntered', 5000);
+    // Group by date
+    const byDate = {};
+    for (let i = 0; i < days; i++) {
+        const d = new Date();
+        d.setDate(d.getDate() - (days - 1 - i));
+        byDate[d.toISOString().split('T')[0]] = 0;
+    }
+    for (const t of result.items) {
+        const date = String(t.dateEntered ?? '').substring(0, 10);
+        if (date in byDate)
+            byDate[date]++;
+    }
+    const values = Object.values(byDate);
+    const avg = values.length > 0 ? round2(values.reduce((a, b) => a + b, 0) / values.length) : 0;
+    const max = Math.max(...values);
+    const lines = [
+        `## Ticket Volume Trends (last ${days} days)`,
+        '',
+        `**Total:** ${result.items.length} | **Daily Avg:** ${avg} | **Peak:** ${max}`,
+        '',
+        '| Date | Created |',
+        '|------|---------|',
+    ];
+    // Show last 14 days in table, rest in summary
+    const dates = Object.entries(byDate).slice(-14);
+    for (const [date, count] of dates) {
+        const bar = '|'.repeat(Math.min(count, 30));
+        lines.push(`| ${date} | ${count} ${bar} |`);
+    }
+    if (days > 14)
+        lines.push(`\n*Showing last 14 of ${days} days*`);
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// ticket_source_analysis
+// ---------------------------------------------------------------------------
+register('ticket_source_analysis', async (_op, params) => {
+    const api = getAPI();
+    const days = num(params['days'], 30);
+    const start = daysAgo(days);
+    const result = await api.paginatedFetch('/service/tickets', `dateEntered>=[${start}]`, 'id,source/name', 5000);
+    const bySrc = {};
+    for (const t of result.items) {
+        const src = nested(t, 'source', 'name') || 'Unknown';
+        bySrc[src] = (bySrc[src] ?? 0) + 1;
+    }
+    const total = result.items.length;
+    const lines = [
+        `## Ticket Source Analysis (last ${days} days, ${total} tickets)`,
+        '',
+        '| Source | Count | % |',
+        '|--------|-------|---|',
+    ];
+    for (const [k, v] of Object.entries(bySrc).sort((a, b) => b[1] - a[1])) {
+        lines.push(`| ${k} | ${v} | ${round2((v / total) * 100)}% |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// ticket_resolution_analytics
+// ---------------------------------------------------------------------------
+register('ticket_resolution_analytics', async (_op, params) => {
+    const api = getAPI();
+    const days = num(params['days'], 30);
+    const start = daysAgo(days);
+    const result = await api.paginatedFetch('/service/tickets', `closedFlag=true AND closedDate>=[${start}]`, 'id,board/name,priority/name,dateEntered,closedDate', 2000);
+    const byBoard = {};
+    const byPriority = {};
+    for (const t of result.items) {
+        const entered = new Date(t.dateEntered).getTime();
+        const closed = new Date(t.closedDate).getTime();
+        const hours = (closed - entered) / 3600000;
+        if (hours < 0)
+            continue;
+        const board = nested(t, 'board', 'name');
+        const priority = nested(t, 'priority', 'name');
+        (byBoard[board] ??= []).push(hours);
+        (byPriority[priority] ??= []).push(hours);
+    }
+    const avg = (arr) => arr.length > 0 ? round2(arr.reduce((a, b) => a + b, 0) / arr.length) : 0;
+    const median = (arr) => {
+        if (arr.length === 0)
+            return 0;
+        const sorted = [...arr].sort((a, b) => a - b);
+        const mid = Math.floor(sorted.length / 2);
+        return round2(sorted.length % 2 ? sorted[mid] : (sorted[mid - 1] + sorted[mid]) / 2);
+    };
+    const lines = [
+        `## Ticket Resolution Analytics (last ${days} days, ${result.items.length} closed tickets)`,
+        '',
+        '### By Board',
+        '| Board | Tickets | Avg Hours | Median Hours |',
+        '|-------|---------|-----------|-------------|',
+    ];
+    for (const [k, v] of Object.entries(byBoard).sort((a, b) => b[1].length - a[1].length)) {
+        lines.push(`| ${k} | ${v.length} | ${avg(v)}h | ${median(v)}h |`);
+    }
+    lines.push('\n### By Priority');
+    lines.push('| Priority | Tickets | Avg Hours | Median Hours |');
+    lines.push('|----------|---------|-----------|-------------|');
+    for (const [k, v] of Object.entries(byPriority).sort((a, b) => b[1].length - a[1].length)) {
+        lines.push(`| ${k} | ${v.length} | ${avg(v)}h | ${median(v)}h |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// board_performance_comparison
+// ---------------------------------------------------------------------------
+register('board_performance_comparison', async () => {
+    const api = getAPI();
+    const [openResult, closedResult] = await Promise.all([
+        api.paginatedFetch('/service/tickets', 'closedFlag=false', 'id,board/name,dateEntered,priority/name', 2000),
+        api.paginatedFetch('/service/tickets', `closedFlag=true AND closedDate>=[${daysAgo(30)}]`, 'id,board/name', 2000),
+    ]);
+    const boards = {};
+    for (const t of openResult.items) {
+        const board = nested(t, 'board', 'name');
+        if (!boards[board])
+            boards[board] = { open: 0, closed30d: 0, avgAge: [], high: 0 };
+        boards[board].open++;
+        boards[board].avgAge.push(daysSince(t.dateEntered));
+        const p = nested(t, 'priority', 'name').toLowerCase();
+        if (p.includes('critical') || p.includes('high'))
+            boards[board].high++;
+    }
+    for (const t of closedResult.items) {
+        const board = nested(t, 'board', 'name');
+        if (!boards[board])
+            boards[board] = { open: 0, closed30d: 0, avgAge: [], high: 0 };
+        boards[board].closed30d++;
+    }
+    const lines = [
+        '## Board Performance Comparison',
+        '',
+        '| Board | Open | Closed (30d) | Avg Age | High/Critical |',
+        '|-------|------|-------------|---------|---------------|',
+    ];
+    for (const [name, data] of Object.entries(boards).sort((a, b) => b[1].open - a[1].open)) {
+        const avgAge = data.avgAge.length > 0 ? round2(data.avgAge.reduce((a, b) => a + b, 0) / data.avgAge.length) : 0;
+        lines.push(`| ${name} | ${data.open} | ${data.closed30d} | ${avgAge}d | ${data.high} |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// first_response_time_analytics
+// ---------------------------------------------------------------------------
+register('first_response_time_analytics', async (_op, params) => {
+    const api = getAPI();
+    const days = num(params['days'], 30);
+    // Get recent tickets with notes to calculate first response
+    const tickets = await api.paginatedFetch('/service/tickets', `dateEntered>=[${daysAgo(days)}]`, 'id,dateEntered,board/name,priority/name', 500);
+    if (tickets.items.length === 0)
+        return `No tickets found in the last ${days} days.`;
+    // Sample first 100 tickets for response time analysis
+    const sample = tickets.items.slice(0, 100);
+    const responseTimes = [];
+    const byBoard = {};
+    const noteResults = await Promise.allSettled(sample.map(async (t) => {
+        const notes = await api.request({
+            path: `/service/tickets/${t.id}/notes`,
+            method: 'GET',
+            params: { pageSize: 5, orderBy: 'dateCreated asc' },
+        });
+        return { ticket: t, notes: notes.data };
+    }));
+    for (const r of noteResults) {
+        if (r.status !== 'fulfilled' || !r.value.notes.length)
+            continue;
+        const { ticket, notes } = r.value;
+        const created = new Date(ticket.dateEntered).getTime();
+        const firstNote = new Date(notes[0].dateCreated).getTime();
+        const minutes = (firstNote - created) / 60000;
+        if (minutes >= 0 && minutes < 10080) { // within 7 days
+            responseTimes.push(minutes);
+            const board = nested(ticket, 'board', 'name');
+            (byBoard[board] ??= []).push(minutes);
+        }
+    }
+    if (responseTimes.length === 0)
+        return 'Not enough data for first response time analysis.';
+    const avg = round2(responseTimes.reduce((a, b) => a + b, 0) / responseTimes.length);
+    const sorted = [...responseTimes].sort((a, b) => a - b);
+    const med = round2(sorted[Math.floor(sorted.length / 2)]);
+    const lines = [
+        `## First Response Time Analytics (last ${days} days, ${responseTimes.length} tickets sampled)`,
+        '',
+        `**Average:** ${avg} min (${round2(avg / 60)}h) | **Median:** ${med} min (${round2(med / 60)}h)`,
+        '',
+        '### By Board',
+        '| Board | Samples | Avg (min) | Median (min) |',
+        '|-------|---------|-----------|-------------|',
+    ];
+    for (const [board, times] of Object.entries(byBoard).sort((a, b) => b[1].length - a[1].length)) {
+        const boardAvg = round2(times.reduce((a, b) => a + b, 0) / times.length);
+        const boardSorted = [...times].sort((a, b) => a - b);
+        const boardMed = round2(boardSorted[Math.floor(boardSorted.length / 2)]);
+        lines.push(`| ${board} | ${times.length} | ${boardAvg} | ${boardMed} |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// company_360_view — complete company overview
+// ---------------------------------------------------------------------------
+register('company_360_view', async (_op, params) => {
+    const api = getAPI();
+    const companyId = num(params['company_id']);
+    if (!companyId)
+        return 'Error: company_id is required.';
+    const [company, contacts, openTickets, agreements, configs, timeEntries] = await Promise.all([
+        api.request({ path: `/company/companies/${companyId}`, method: 'GET' }).catch(() => ({ data: null })),
+        api.paginatedFetch('/company/contacts', `company/id=${companyId}`, 'id,firstName,lastName,title,communicationItems', 100),
+        api.paginatedFetch('/service/tickets', `company/id=${companyId} AND closedFlag=false`, 'id,summary,status/name,priority/name,dateEntered', 100),
+        api.paginatedFetch('/finance/agreements', `company/id=${companyId}`, 'id,name,type/name,startDate,endDate,cancelledFlag,billAmount', 50),
+        api.paginatedFetch('/company/configurations', `company/id=${companyId}`, 'id,name,type/name,status/name', 100),
+        api.paginatedFetch('/time/entries', `company/id=${companyId} AND dateEntered>=[${daysAgo(90)}]`, 'id,actualHours,billableOption,member/identifier', 500),
+    ]);
+    const c = company.data;
+    const totalHours = timeEntries.items.reduce((s, e) => s + num(e.actualHours), 0);
+    const billableHours = timeEntries.items.filter(e => String(e.billableOption ?? '').toLowerCase().includes('billable')).reduce((s, e) => s + num(e.actualHours), 0);
+    const lines = [];
+    if (c) {
+        lines.push(`## ${c.name ?? 'Company'} (ID: ${companyId})`);
+        lines.push(`**Status:** ${nested(c, 'status', 'name')} | **Type:** ${String(c.types?.[0]?.name ?? 'N/A')} | **Phone:** ${c.phoneNumber ?? 'N/A'}`);
+    }
+    else {
+        lines.push(`## Company #${companyId}`);
+    }
+    lines.push(`\n### Summary`);
+    lines.push(`| Metric | Value |`);
+    lines.push(`|--------|-------|`);
+    lines.push(`| Contacts | ${contacts.items.length} |`);
+    lines.push(`| Open Tickets | ${openTickets.items.length} |`);
+    lines.push(`| Agreements | ${agreements.items.length} (${agreements.items.filter(a => !a.cancelledFlag).length} active) |`);
+    lines.push(`| Configurations | ${configs.items.length} |`);
+    lines.push(`| Hours (90d) | ${round2(totalHours)}h (${round2(billableHours)}h billable) |`);
+    if (openTickets.items.length > 0) {
+        lines.push(`\n### Open Tickets (${openTickets.items.length})`);
+        lines.push('| # | Summary | Priority | Age |');
+        lines.push('|---|---------|----------|-----|');
+        for (const t of openTickets.items.slice(0, 15)) {
+            lines.push(`| ${t.id} | ${String(t.summary ?? '').substring(0, 50)} | ${nested(t, 'priority', 'name')} | ${daysSince(t.dateEntered)}d |`);
+        }
+    }
+    if (agreements.items.length > 0) {
+        lines.push(`\n### Agreements (${agreements.items.length})`);
+        lines.push('| Name | Type | Bill Amount | Active |');
+        lines.push('|------|------|-------------|--------|');
+        for (const a of agreements.items) {
+            lines.push(`| ${a.name} | ${nested(a, 'type', 'name')} | $${a.billAmount ?? 0} | ${a.cancelledFlag ? 'No' : 'Yes'} |`);
+        }
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// daily_operations_briefing
+// ---------------------------------------------------------------------------
+register('daily_operations_briefing', async () => {
+    const api = getAPI();
+    const todayStr = today();
+    const [newTickets, openTickets, closedToday, timeToday] = await Promise.all([
+        api.paginatedFetch('/service/tickets', `dateEntered>=[${todayStr}]`, 'id,summary,priority/name,company/name', 100),
+        api.count('/service/tickets', 'closedFlag=false'),
+        api.paginatedFetch('/service/tickets', `closedDate>=[${todayStr}]`, 'id', 500),
+        api.paginatedFetch('/time/entries', `dateEntered>=[${todayStr}]`, 'id,actualHours,member/identifier', 500),
+    ]);
+    const totalHoursToday = timeToday.items.reduce((s, e) => s + num(e.actualHours), 0);
+    const memberHours = {};
+    for (const e of timeToday.items) {
+        const m = nested(e, 'member', 'identifier');
+        memberHours[m] = (memberHours[m] ?? 0) + num(e.actualHours);
+    }
+    const lines = [
+        `## Daily Operations Briefing (${new Date().toISOString().split('T')[0]})`,
+        '',
+        '| Metric | Value |',
+        '|--------|-------|',
+        `| New Tickets Today | ${newTickets.items.length} |`,
+        `| Total Open Tickets | ${openTickets} |`,
+        `| Closed Today | ${closedToday.items.length} |`,
+        `| Hours Logged Today | ${round2(totalHoursToday)}h |`,
+        `| Active Members | ${Object.keys(memberHours).length} |`,
+    ];
+    if (newTickets.items.length > 0) {
+        lines.push('\n### New Tickets');
+        lines.push('| # | Summary | Priority | Company |');
+        lines.push('|---|---------|----------|---------|');
+        for (const t of newTickets.items.slice(0, 20)) {
+            lines.push(`| ${t.id} | ${String(t.summary ?? '').substring(0, 50)} | ${nested(t, 'priority', 'name')} | ${nested(t, 'company', 'name')} |`);
+        }
+    }
+    if (Object.keys(memberHours).length > 0) {
+        lines.push('\n### Hours by Member');
+        lines.push('| Member | Hours |');
+        lines.push('|--------|-------|');
+        for (const [m, h] of Object.entries(memberHours).sort((a, b) => b[1] - a[1])) {
+            lines.push(`| ${m} | ${round2(h)}h |`);
+        }
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// overdue_ticket_report
+// ---------------------------------------------------------------------------
+register('overdue_ticket_report', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/service/tickets', `closedFlag=false AND requiredDate<[${today()}]`, 'id,summary,board/name,priority/name,company/name,requiredDate,resources', 500);
+    if (result.items.length === 0)
+        return 'No overdue tickets found.';
+    const lines = [
+        `## Overdue Tickets (${result.items.length})`,
+        '',
+        '| # | Summary | Board | Priority | Company | Due Date | Days Overdue |',
+        '|---|---------|-------|----------|---------|----------|-------------|',
+    ];
+    for (const t of result.items.slice(0, 50)) {
+        const overdue = daysSince(t.requiredDate);
+        lines.push(`| ${t.id} | ${String(t.summary ?? '').substring(0, 40)} | ${nested(t, 'board', 'name')} | ${nested(t, 'priority', 'name')} | ${nested(t, 'company', 'name')} | ${String(t.requiredDate ?? '').substring(0, 10)} | ${overdue}d |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// monthly_recurring_revenue
+// ---------------------------------------------------------------------------
+register('monthly_recurring_revenue', async () => {
+    const api = getAPI();
+    const result = await api.paginatedFetch('/finance/agreements', 'cancelledFlag=false', 'id,name,company/name,type/name,billAmount,billCycle/name,startDate,endDate', 500);
+    let totalMRR = 0;
+    const byType = {};
+    for (const a of result.items) {
+        const amount = num(a.billAmount);
+        const cycle = nested(a, 'billCycle', 'name').toLowerCase();
+        let monthly = amount;
+        if (cycle.includes('year') || cycle.includes('annual'))
+            monthly = amount / 12;
+        else if (cycle.includes('quarter'))
+            monthly = amount / 3;
+        else if (cycle.includes('semi'))
+            monthly = amount / 6;
+        totalMRR += monthly;
+        const type = nested(a, 'type', 'name');
+        if (!byType[type])
+            byType[type] = { count: 0, mrr: 0 };
+        byType[type].count++;
+        byType[type].mrr += monthly;
+    }
+    const lines = [
+        `## Monthly Recurring Revenue`,
+        '',
+        `**Total MRR:** $${round2(totalMRR)} | **ARR:** $${round2(totalMRR * 12)} | **Active Agreements:** ${result.items.length}`,
+        '',
+        '### By Agreement Type',
+        '| Type | Count | MRR | % |',
+        '|------|-------|-----|---|',
+    ];
+    for (const [type, data] of Object.entries(byType).sort((a, b) => b[1].mrr - a[1].mrr)) {
+        lines.push(`| ${type} | ${data.count} | $${round2(data.mrr)} | ${round2((data.mrr / totalMRR) * 100)}% |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// bulk_status_summary
+// ---------------------------------------------------------------------------
+register('bulk_status_summary', async () => {
+    const api = getAPI();
+    const [ticketCount, projectCount, oppCount] = await Promise.all([
+        api.paginatedFetch('/service/tickets', 'closedFlag=false', 'id,status/name', 2000),
+        api.paginatedFetch('/project/projects', "status/name='Open'", 'id,status/name', 500),
+        api.paginatedFetch('/sales/opportunities', "closedFlag=false", 'id,status/name', 500),
+    ]);
+    const countBy = (items) => {
+        const counts = {};
+        for (const i of items) {
+            const s = nested(i, 'status', 'name');
+            counts[s] = (counts[s] ?? 0) + 1;
+        }
+        return counts;
+    };
+    const lines = ['## Cross-Domain Status Summary\n'];
+    lines.push(`### Tickets (${ticketCount.items.length} open)`);
+    lines.push('| Status | Count |');
+    lines.push('|--------|-------|');
+    for (const [s, c] of Object.entries(countBy(ticketCount.items)).sort((a, b) => b[1] - a[1])) {
+        lines.push(`| ${s} | ${c} |`);
+    }
+    lines.push(`\n### Projects (${projectCount.items.length} open)`);
+    lines.push('| Status | Count |');
+    lines.push('|--------|-------|');
+    for (const [s, c] of Object.entries(countBy(projectCount.items)).sort((a, b) => b[1] - a[1])) {
+        lines.push(`| ${s} | ${c} |`);
+    }
+    lines.push(`\n### Opportunities (${oppCount.items.length} open)`);
+    lines.push('| Status | Count |');
+    lines.push('|--------|-------|');
+    for (const [s, c] of Object.entries(countBy(oppCount.items)).sort((a, b) => b[1] - a[1])) {
+        lines.push(`| ${s} | ${c} |`);
+    }
+    return lines.join('\n');
+});
+// ---------------------------------------------------------------------------
+// weekly_operations_report
+// ---------------------------------------------------------------------------
+register('weekly_operations_report', async () => {
+    const api = getAPI();
+    const weekAgo = daysAgo(7);
+    const [newTickets, closedTickets, timeEntries, openCount] = await Promise.all([
+        api.paginatedFetch('/service/tickets', `dateEntered>=[${weekAgo}]`, 'id,board/name,priority/name', 1000),
+        api.paginatedFetch('/service/tickets', `closedDate>=[${weekAgo}]`, 'id', 1000),
+        api.paginatedFetch('/time/entries', `dateEntered>=[${weekAgo}]`, 'id,actualHours,billableOption,member/identifier', 2000),
+        api.count('/service/tickets', 'closedFlag=false'),
+    ]);
+    const totalHours = timeEntries.items.reduce((s, e) => s + num(e.actualHours), 0);
+    const billableHours = timeEntries.items.filter(e => String(e.billableOption ?? '').toLowerCase().includes('billable')).reduce((s, e) => s + num(e.actualHours), 0);
+    const lines = [
+        `## Weekly Operations Report (${daysAgo(7).substring(0, 10)} to ${today().substring(0, 10)})`,
+        '',
+        '| Metric | Value |',
+        '|--------|-------|',
+        `| New Tickets | ${newTickets.items.length} |`,
+        `| Closed Tickets | ${closedTickets.items.length} |`,
+        `| Current Open | ${openCount} |`,
+        `| Net Change | ${newTickets.items.length - closedTickets.items.length > 0 ? '+' : ''}${newTickets.items.length - closedTickets.items.length} |`,
+        `| Total Hours | ${round2(totalHours)}h |`,
+        `| Billable Hours | ${round2(billableHours)}h (${totalHours > 0 ? round2((billableHours / totalHours) * 100) : 0}%) |`,
+    ];
+    return lines.join('\n');
+});
+//# sourceMappingURL=analytics.js.map