@robbiesrobotics/alice-agents 1.5.11 → 1.5.13

package/templates/skills/acculynx/SKILL.md

@@ -1,183 +0,0 @@
----
-name: acculynx
-description: 'Analyze AccuLynx CRM CSV exports and build a live visual P&L dashboard on Vercel. Use when: Jesse or Rob drops AccuLynx CSV files in the A.L.I.C.E Sales chat and asks for analysis, a visual dashboard, or a PDF report. Covers Job Profitability Report and Job Expenses Report. Handles data quality flagging, trade/rep/stage breakdowns, and Vercel deployment.'
-metadata:
-  {
-    "openclaw": { "emoji": "📊", "requires": { "anyBins": ["python3", "node", "npx", "vercel"] } }
-  }
----
-
-# AccuLynx Analysis Skill
-
-Builds a full visual P&L + Cash Flow dashboard from AccuLynx CSV exports and deploys it live to Vercel.
-
-## Trigger Phrases
-- "analyze acculynx"
-- "build acculynx dashboard"
-- "upload acculynx csv"
-- "drop acculynx"
-- "refresh the dashboard"
-- "acclynx report"
-- Any message with a `.csv` attachment from AccuLynx in the A.L.I.C.E Sales thread
-
-## Two CSV Types (know the difference)
-
-### 1. Job Profitability Report
-**Filename pattern:** `Job_Profitability_Report*.csv`
-**What it contains:** Per-job revenue, expenses, profit, margin %, stage, trades, salesperson
-**Key columns:** `Contract Amount`, `Orders Total`, `Profit`, `Profit %`, `Total Expenses`, `Primary Salesperson`, `Order Trades`, `Current Milestone`
-**Use for:** Overall P&L, top/bottom jobs, rep performance, trade profitability, margin distributions, data quality
-**NOT for:** Cash flow (that's the Expenses Report)
-
-### 2. Job Expenses Report
-**Filename pattern:** `Job_Expenses_Report*.csv` or `job_expenses_report*.csv`
-**What it contains:** Weekly cash outflows (paid expenses, unbudgeted/additional costs)
-**Key columns:** `Payment Date (by week)`, `Total Paid Expenses`, `Paid Expenses Count`, `Additional Expenses Total`, `Additional Expenses Count`
-**Use for:** Cash flow analysis, monthly expense trends, peak payout weeks
-**NOT for:** Per-job profitability (use the Profitability Report for that)
-
-## Standard Workflow
-
-### Step 1 — Save the CSV(s)
-When a CSV arrives via Telegram media attachment, it's auto-saved to:
-```
-/Users/aliceclaw/.openclaw/media/inbound/
-```
-Look for the newest matching file. The filename will contain the report type and date.
-
-### Step 2 — Analyze the Data
-Write and run a Python analysis script. Key things to compute:
-
-**From Job Profitability Report:**
-```python
-import csv
-from collections import defaultdict
-
-jobs = []
-with open('/path/to/Job_Profitability_Report*.csv') as f:
-    reader = csv.DictReader(f)
-    for row in reader:
-        try:
-            jobs.append({
-                'name': row['Job Name'],
-                'contract': float(row['Contract Amount'] or 0),
-                'profit': float(row['Profit'] or 0),
-                'profit_pct': float(row['Profit %'] or 0),
-                'expenses': float(row['Total Expenses'] or 0),
-                'salesperson': row['Primary Salesperson'],
-                'trades': row['Order Trades'],
-                'milestone': row['Current Milestone'],
-            })
-        except: pass
-```
-Compute: total revenue/profit/expenses, overall margin, profitable/lost counts, by-stage summaries, by-rep summaries, by-trade summaries, top 10/bottom 10 jobs, data quality issues (zero contract, missing trades, pending losses).
-
-**From Job Expenses Report:**
-```python
-rows = []
-with open('/path/to/job_expenses_report*.csv') as f:
-    reader = csv.DictReader(f)
-    for row in reader:
-        rows.append({
-            'date': row['Payment Date (by week)'],
-            'paid': float(row['Total Paid Expenses']),
-            'additional': float(row['Additional Expenses Total']),
-            'count': int(row['Paid Expenses Count']),
-        })
-```
-Compute: total paid, avg weekly, monthly aggregation, peak week, trend over time.
-
-### Step 3 — Build the Dashboard
-Use Next.js 14 + Tailwind CSS + Chart.js (via CDN in layout.tsx).
-
-**Project location:** `/tmp/acculynx-dashboard/`
-**Vercel deploy token:** `<VERCEL_TOKEN>`
-
-**Standard sections:**
-1. About This Data (explain both CSV types)
-2. Portfolio KPIs (revenue, profit, margin, win rate)
-3. Cash Flow Analysis (expenses data — if Job Expenses Report available)
-4. P&L by Job Stage
-5. Top 10 Jobs vs Biggest Losses
-6. Sales Rep Performance (bar charts for profit and margin)
-7. Trade Type Profitability
-8. Margin / Profit Distributions
-9. Data Quality Issues (zero contract, missing trades, pending losses)
-
-**Required package.json dependencies:**
-```json
-{
-  "dependencies": {
-    "next": "^14.2.0",
-    "react": "^18.3.0",
-    "react-dom": "^18.3.0"
-  },
-  "devDependencies": {
-    "typescript": "^5.4.0",
-    "tailwindcss": "^3.4.0",
-    "autoprefixer": "^10.4.0",
-    "postcss": "^8.4.0",
-    "@types/node": "^20.0.0",
-    "@types/react": "^18.3.0",
-    "@types/react-dom": "^18.3.0"
-  }
-}
-```
-
-**Chart.js CDN (add to layout.tsx head):**
-```tsx
-<script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js" />
-```
-
-**Build command:** `cd /tmp/acculynx-dashboard && npm run build`
-**Deploy command:** `cd /tmp/acculynx-dashboard && npx vercel deploy --prod --yes --token <VERCEL_TOKEN>`
-
-### Step 4 — Deploy and Report
-1. Run build — fix any TypeScript errors (common: `const` redeclaration, missing `any` type on Chart.js callbacks)
-2. Deploy to Vercel with the token above
-3. Reply in the Telegram thread with the live URL
-4. Summarize key findings in the message
-
-## Common Issues
-
-### TypeScript error: Parameter 'ctx' implicitly has 'any' type
-```tsx
-// Wrong:
-label: ctx => ...
-// Right:
-label: (ctx: any) => ...
-```
-
-### BUILD ERROR: 'const' declarations must be initialized
-Spaces in constant names — use underscores:
-```python
-# Wrong:
-BREAK EVEN = 11
-# Right:
-BREAK_EVEN = 11
-```
-
-### Chart.js not loading
-Load via CDN script tags in `layout.tsx <head>` — don't use npm install for Chart.js in this setup.
-
-## Key Thresholds (construction industry)
-- **Good margin:** 30%+
-- **Acceptable margin:** 20–30%
-- **Warning:** <20% or any negative
-- **Roofing typically:** 10–20% (thin — flag if <10%)
-- **Service trades:** usually high margin (40%+)
-- **Overall portfolio margin:** good at >15%
-
-## Data Quality Flags to Always Report
-1. Jobs with `Contract Amount = 0` — profit can't be calculated
-2. Jobs with `Profit % = 0` but nonzero profit — margin not computable
-3. Jobs with no `Order Trades` — unclassified
-4. Approved/Completed/Invoiced jobs with negative profit — embedded losses
-5. `Additional Expenses` with no corresponding payments — unbudgeted costs
-
-## Reply Format
-Always lead with the dashboard URL, then summarize:
-1. Key P&L numbers (revenue, profit, margin)
-2. The most important insight (worst job, worst rep, worst trade, or cash flow flag)
-3. Data quality summary
-4. Ask: "Want me to set up weekly auto-refresh?"

package/templates/skills/acculynx/references/analysis_template.py

@@ -1,116 +0,0 @@
-import csv
-from collections import defaultdict
-
-jobs = []
-
-with open('/Users/aliceclaw/.openclaw/media/inbound/Job_Profitability_Report-4_08_2026_14_4_7---1ed402bb-54d3-4511-b88f-76cdbc4769ae.csv') as f:
-    reader = csv.DictReader(f)
-    for row in reader:
-        try:
-            contract = float(row['Contract Amount'] or 0)
-            orders_total = float(row['Orders Total'] or 0)
-            profit = float(row['Profit'] or 0)
-            profit_pct = float(row['Profit %'] or 0)
-            total_expenses = float(row['Total Expenses'] or 0)
-            salesperson = row['Primary Salesperson']
-            trades = row['Order Trades']
-            name = row['Job Name']
-            jobs.append({
-                'name': name,
-                'contract': contract,
-                'orders': orders_total,
-                'profit': profit,
-                'profit_pct': profit_pct,
-                'expenses': total_expenses,
-                'salesperson': salesperson,
-                'trades': trades
-            })
-        except:
-            pass
-
-# Sort by profit
-by_profit = sorted(jobs, key=lambda x: x['profit'], reverse=True)
-by_margin = sorted(jobs, key=lambda x: x['profit_pct'], reverse=True)
-losers = sorted(jobs, key=lambda x: x['profit'])
-
-total_profit = sum(j['profit'] for j in jobs)
-total_revenue = sum(j['contract'] for j in jobs)
-total_expenses = sum(j['expenses'] for j in jobs)
-profitable_count = len([j for j in jobs if j['profit'] > 0])
-lost_money_count = len([j for j in jobs if j['profit'] < 0])
-zero_count = len([j for j in jobs if j['profit'] == 0])
-
-print("=" * 72)
-print("JESSE -- FULL P&L ANALYSIS (Job Profitability Report)")
-print("=" * 72)
-
-print("\nOVERALL P&L SUMMARY")
-print(f"  Total Revenue:       ${total_revenue:>14,.2f}")
-print(f"  Total Expenses:     ${total_expenses:>14,.2f}")
-print(f"  TOTAL PROFIT:        ${total_profit:>14,.2f}")
-print(f"  Overall Margin:      {(total_profit/total_revenue*100):>14.1f}%")
-print(f"  ")
-print(f"  Jobs Profitable:     {profitable_count}")
-print(f"  Jobs Lost Money:     {lost_money_count}")
-print(f"  Jobs Break-Even:     {zero_count}")
-print(f"  Total Jobs:          {len(jobs)}")
-
-print("\n" + "=" * 72)
-print("TOP 10 JOBS BY PROFIT $")
-print("-" * 72)
-print(f"{'Job':<38} {'Profit':>10} {'Margin':>8} {'Salesperson':<20}")
-print("-" * 72)
-for j in by_profit[:10]:
-    print(f"{j['name'][:36]:<38} ${j['profit']:>9,.0f} {j['profit_pct']*100:>6.0f}%  {j['salesperson'][:18]:<20}")
-
-print("\n" + "=" * 72)
-print("TOP 10 JOBS BY MARGIN %")
-print("-" * 72)
-print(f"{'Job':<38} {'Margin':>8} {'Profit':>10} {'Salesperson':<20}")
-print("-" * 72)
-for j in by_margin[:10]:
-    if j['contract'] > 0:
-        print(f"{j['name'][:36]:<38} {j['profit_pct']*100:>6.0f}%  ${j['profit']:>9,.0f}  {j['salesperson'][:18]:<20}")
-
-print("\n" + "=" * 72)
-print("⚠️  JOBS THAT LOST MONEY")
-print("-" * 72)
-print(f"{'Job':<38} {'Loss':>10} {'Margin':>8} {'Salesperson':<20}")
-print("-" * 72)
-lost = [j for j in jobs if j['profit'] < 0]
-for j in sorted(lost, key=lambda x: x['profit'])[:10]:
-    print(f"{j['name'][:36]:<38} ${j['profit']:>9,.0f} {j['profit_pct']*100:>6.0f}%  {j['salesperson'][:18]:<20}")
-if not lost:
-    print("  No jobs with negative profit found")
-
-print("\n" + "=" * 72)
-print("SALESRep PERFORMANCE (Profit)")
-print("-" * 72)
-reps = defaultdict(lambda: {'profit': 0, 'revenue': 0, 'count': 0})
-for j in jobs:
-    reps[j['salesperson']]['profit'] += j['profit']
-    reps[j['salesperson']]['revenue'] += j['contract']
-    reps[j['salesperson']]['count'] += 1
-print(f"{'Salesperson':<22} {'Jobs':>5} {'Revenue':>12} {'Profit':>12} {'Margin':>8}")
-print("-" * 72)
-for rep, d in sorted(reps.items(), key=lambda x: x[1]['profit'], reverse=True):
-    margin = (d['profit']/d['revenue']*100) if d['revenue'] > 0 else 0
-    print(f"{rep[:20]:<22} {d['count']:>5} ${d['revenue']:>10,.0f} ${d['profit']:>10,.0f} {margin:>7.0f}%")
-
-print("\n" + "=" * 72)
-print("TRADE PERFORMANCE (Profit by Primary Trade)")
-print("-" * 72)
-trades = defaultdict(lambda: {'profit': 0, 'revenue': 0, 'count': 0})
-for j in jobs:
-    primary_trade = j['trades'].split(',')[0].strip() if j['trades'] else 'Unknown'
-    trades[primary_trade]['profit'] += j['profit']
-    trades[primary_trade]['revenue'] += j['contract']
-    trades[primary_trade]['count'] += 1
-print(f"{'Trade':<20} {'Jobs':>5} {'Revenue':>12} {'Profit':>12} {'Margin':>8}")
-print("-" * 72)
-for trade, d in sorted(trades.items(), key=lambda x: x[1]['profit'], reverse=True):
-    margin = (d['profit']/d['revenue']*100) if d['revenue'] > 0 else 0
-    print(f"{trade[:18]:<20} {d['count']:>5} ${d['revenue']:>10,.0f} ${d['profit']:>10,.0f} {margin:>7.0f}%")
-
-EOF
-python3 /tmp/acculynx_analysis.py