crewly 1.20.448 → 1.20.450

package/config/skills/agent/checkup-analyse/execute.test.sh

@@ -0,0 +1,126 @@
+#!/bin/bash
+# Tests for checkup-analyse — run with: bash execute.test.sh
+# Offline: runs ingest-exports on its fixtures first, then analyses the result. Needs node and jq.
+set -u
+HERE="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+EXEC="$HERE/execute.sh"
+INGEST="$HERE/../ingest-exports/execute.sh"
+FX="$HERE/../ingest-exports/fixtures"
+PASS=0; FAIL=0
+check() {
+  local name="$1"; local got="$2"; local want="$3"
+  if [ "$got" = "$want" ]; then PASS=$((PASS+1)); else FAIL=$((FAIL+1)); echo "FAIL: $name"; echo "  want: $want"; echo "  got:  $got"; fi
+}
+T="$(mktemp -d)"; trap 'rm -rf "$T"' EXIT
+bash "$INGEST" --in "$FX" --out "$T/ingest" >/dev/null || { echo "ingest-exports failed; cannot test"; exit 1; }
+bash "$INGEST" --in "$FX" --out "$T/ingest-hashed" --hash-names >/dev/null
+
+# 1. Default as-of = last activity; period = activity span, not contact creation dates
+OUT="$(bash "$EXEC" --in "$T/ingest" --out "$T/an")"; RC=$?
+check "exit 0" "$RC" "0"
+check "success" "$(printf '%s' "$OUT" | jq -r '.success')" "true"
+check "as-of = last activity" "$(printf '%s' "$OUT" | jq -r '.asOf')" "2026-09-20"
+check "period from first sign-up, not mailing-list opt-in" "$(printf '%s' "$OUT" | jq -r '.period.from')" "2026-08-28"
+check "period days" "$(printf '%s' "$OUT" | jq -r '.period.days')" "23"
+check "people linked across files" "$(printf '%s' "$OUT" | jq -r '.people')" "8"
+check "systems exclude the unmapped file" "$(printf '%s' "$OUT" | jq -c '.systems')" '["jackrabbit","jotform","mailchimp","quickbooks","square"]'
+check "breaks.json written" "$([ -f "$T/an/breaks.json" ] && echo yes || echo no)" "yes"
+check "report.md written" "$([ -f "$T/an/report.md" ] && echo yes || echo no)" "yes"
+cnt() { jq -r --arg t "$1" '.breaks[] | select(.type==$t) | .count' "$T/an/breaks.json"; }
+item() { jq -r --arg t "$1" ".breaks[] | select(.type==\$t) | $2" "$T/an/breaks.json"; }
+
+# 2. Each break finds exactly the planted case
+check "inquiry with no follow-through = Tom only (Alex and Priya signed up)" "$(cnt inquiry_no_follow_through)" "1"
+check "  who" "$(item inquiry_no_follow_through '.items[0].person')" "Tom Baker"
+check "signed up unpaid = Sam Rivera (Sofia's family paid on 09-02)" "$(cnt signed_up_unpaid)" "1"
+check "  who" "$(item signed_up_unpaid '.items[0].person')" "Sam Rivera"
+check "  fee" "$(item signed_up_unpaid '.items[0].fee')" "180"
+check "  outstanding" "$(item signed_up_unpaid '.estimate.outstanding')" "180"
+check "paid but on no roster = Daniel (walk-in with no name is skipped)" "$(cnt paid_not_listed)" "1"
+check "  who" "$(item paid_not_listed '.items[0].person')" "Daniel Chen"
+check "dropped = Anika" "$(cnt dropped)" "1"
+check "  dropped date from end date" "$(item dropped '.items[0].droppedAt')" "2026-09-22"
+check "lapsed = none at default as-of" "$(cnt lapsed)" "0"
+check "overdue invoices = none at default as-of (due 09-30 and 10-15)" "$(cnt overdue_invoices)" "0"
+check "  open not yet due" "$(item overdue_invoices '.estimate.openNotYetDue')" "2"
+check "double entry = 4 people in 2+ systems" "$(cnt double_entry)" "4"
+check "  adult label, not the child's name" "$(item double_entry '.items[0].person')" "Maria Lopez"
+check "  family in three systems" "$(item double_entry '.items[0].systems | join(",")')" "jackrabbit,mailchimp,square"
+check "  child vs parent name is not a conflict" "$(item double_entry '.items[0].conflicts | length')" "0"
+check "  phone missing in mailchimp noted" "$(item double_entry '.items[3].conflicts[0]')" "phone missing in mailchimp"
+check "  extra entries (2+1+2+1)" "$(item double_entry '.estimate.extraEntries')" "6"
+check "not on mailing list = 3 customers" "$(cnt not_on_mailing_list)" "3"
+check "  Maria is on it" "$(item not_on_mailing_list '[.items[].person] | index("Maria Lopez")')" "null"
+check "anonymous walk-in counted" "$(jq -r '.stats.anonymousRows.payment' "$T/an/breaks.json")" "1"
+check "unmapped rows ignored, not dropped silently" "$(jq -r '.stats.ignoredOtherRows' "$T/an/breaks.json")" "3"
+check "refunds counted" "$(jq -c '.stats.refunds' "$T/an/breaks.json")" '{"count":1,"amount":49}'
+
+# 3. Estimates carry a formula and are marked estimates; avg customer value comes from the data
+check "avg customer value from data" "$(jq -r '.assumptions.avgCustomerValue' "$T/an/breaks.json")" "113"
+check "avg source named" "$(jq -r '.stats.avgCustomerValueFrom' "$T/an/breaks.json" | cut -c1-7)" "mean of"
+check "every estimate marked" "$(jq -r '[.breaks[].estimate.isEstimate] | all' "$T/an/breaks.json")" "true"
+check "every estimate has a formula" "$(jq -r '[.breaks[].estimate.formula | length > 20] | all' "$T/an/breaks.json")" "true"
+check "unpaid $/month = outstanding over 1 month" "$(item signed_up_unpaid '.estimate.dollarsPerMonth')" "180"
+check "top 3 ranked by $/month" "$(jq -c '.top3' "$T/an/breaks.json")" '["signed_up_unpaid","dropped","inquiry_no_follow_through"]'
+check "totals add up" "$(jq -r '.totals.dollarsPerMonth' "$T/an/breaks.json")" "$(jq -r '[.breaks[].estimate.dollarsPerMonth] | add' "$T/an/breaks.json")"
+check "every break says what an agent could do" "$(jq -r '[.breaks[].whatAnAgentCouldDo | length > 20] | all' "$T/an/breaks.json")" "true"
+
+# 4. report.md is the owner-facing text
+check "report title" "$(head -1 "$T/an/report.md")" "# Check-up: where the apps disagree"
+check "report has top 3" "$(grep -c '^### [123]\. ' "$T/an/report.md")" "3"
+check "report says estimate" "$(grep -c -i 'estimate' "$T/an/report.md" | awk '{print ($1>0)?"yes":"no"}')" "yes"
+check "report lists assumptions" "$(grep -c '^- hourlyValue: 30' "$T/an/report.md")" "1"
+check "report lists files" "$(grep -c '^- square-transactions.csv: square payment, 4 rows' "$T/an/report.md")" "1"
+
+# 5. --as-of moves overdue and lapsed; --assume changes the inputs
+LATE="$(bash "$EXEC" --in "$T/ingest" --as-of 2026-10-26 --out "$T/late")"
+check "as-of honoured" "$(printf '%s' "$LATE" | jq -r '.asOf')" "2026-10-26"
+check "two invoices overdue on 10-26" "$(printf '%s' "$LATE" | jq -r '.breaks[] | select(.type=="overdue_invoices") | .count')" "2"
+check "  outstanding" "$(jq -r '.breaks[] | select(.type=="overdue_invoices") | .estimate.outstanding' "$T/late/breaks.json")" "3391"
+check "  days overdue" "$(jq -r '.breaks[] | select(.type=="overdue_invoices") | .items[0].daysOverdue' "$T/late/breaks.json")" "26"
+check "  overdue is now top" "$(printf '%s' "$LATE" | jq -r '.top3[0]')" "overdue_invoices"
+check "still nobody lapsed at 90 days" "$(printf '%s' "$LATE" | jq -r '.breaks[] | select(.type=="lapsed") | .count')" "0"
+LAPSED="$(bash "$EXEC" --in "$T/ingest" --as-of 2026-10-26 --assume lapsedDays=30 --assume hourlyValue=60)"
+check "lapsedDays=30 → 4 customers lapsed" "$(printf '%s' "$LAPSED" | jq -r '.breaks[] | select(.type=="lapsed") | .count')" "4"
+FAR="$(bash "$EXEC" --in "$T/ingest" --as-of 2027-01-15 --out "$T/far")"
+check "a year on, every customer is lapsed" "$(printf '%s' "$FAR" | jq -r '.breaks[] | select(.type=="lapsed") | .count')" "4"
+check "lapsed item has days since" "$(jq -r '.breaks[] | select(.type=="lapsed") | .items[0].daysSince > 100' "$T/far/breaks.json")" "true"
+check "hourlyValue assumption applied" "$(bash "$EXEC" --in "$T/ingest" --assume hourlyValue=60 --out "$T/hv" >/dev/null; jq -r '.assumptions.hourlyValue' "$T/hv/breaks.json")" "60"
+
+# 6. Hashed input: same counts, no names anywhere
+HOUT="$(bash "$EXEC" --in "$T/ingest-hashed" --out "$T/anh")"
+check "hashed: same break counts" "$(printf '%s' "$HOUT" | jq -c '[.breaks[].count]')" "$(printf '%s' "$OUT" | jq -c '[.breaks[].count]')"
+check "hashed: no plain names in breaks.json" "$(grep -c -E "Lopez|Rivera|Baker|Chen|Natarajan|example\.test|555 010" "$T/anh/breaks.json")" "0"
+check "hashed: no plain names in report.md" "$(grep -c -E "Lopez|Rivera|Baker|Chen|Natarajan" "$T/anh/report.md")" "0"
+check "hashed: person label is a hash" "$(jq -r '.breaks[] | select(.type=="signed_up_unpaid") | .items[0].person' "$T/anh/breaks.json" | cut -c1-2)" "h:"
+
+# 7. Partial data: notes say which checks could not run
+mkdir -p "$T/partial"; cp "$T/ingest/square-transactions.json" "$T/ingest/square-customers.json" "$T/partial/"
+POUT="$(bash "$EXEC" --in "$T/partial")"
+check "partial: exits 0" "$?" "0"
+check "partial: roster check skipped with a note" "$(printf '%s' "$POUT" | jq -r '.notes | map(select(test("paid but not listed"))) | length')" "1"
+check "partial: mailing-list check skipped with a note" "$(printf '%s' "$POUT" | jq -r '.notes | map(select(test("mailing list"))) | length')" "1"
+check "partial: paid_not_listed stays 0" "$(printf '%s' "$POUT" | jq -r '.breaks[] | select(.type=="paid_not_listed") | .count')" "0"
+check "single file input works" "$(bash "$EXEC" --in "$T/ingest/quickbooks-invoices.json" --as-of 2026-10-26 | jq -r '.breaks[] | select(.type=="overdue_invoices") | .count')" "2"
+
+# 8. JSON input
+JOUT="$(bash "$EXEC" "{\"in\":\"$T/ingest\",\"out\":\"$T/json\",\"asOf\":\"2026-10-26\",\"assume\":{\"lapsedDays\":30}}")"
+check "json input: as-of" "$(printf '%s' "$JOUT" | jq -r '.asOf')" "2026-10-26"
+check "json input: assumption" "$(jq -r '.assumptions.lapsedDays' "$T/json/breaks.json")" "30"
+check "json input: out written" "$([ -f "$T/json/report.md" ] && echo yes || echo no)" "yes"
+
+# 9. Errors
+bash "$EXEC" --in "$T/nope" >/dev/null 2>&1; check "missing input exits 2" "$?" "2"
+mkdir -p "$T/empty"; bash "$EXEC" --in "$T/empty" >/dev/null 2>&1; check "empty folder exits 2" "$?" "2"
+bash "$EXEC" >/dev/null 2>&1; check "no args exits 1" "$?" "1"
+bash "$EXEC" --in "$T/ingest" --as-of 10/26/2026 >/dev/null 2>&1; check "bad as-of exits 1" "$?" "1"
+bash "$EXEC" --in "$T/ingest" --assume nope=3 >/dev/null 2>&1; check "unknown assumption exits 1" "$?" "1"
+bash "$EXEC" --in "$T/ingest" --assume hourlyValue=lots >/dev/null 2>&1; check "non-number assumption exits 1" "$?" "1"
+printf 'not json' > "$T/ingest/broken.json"
+BOUT="$(bash "$EXEC" --in "$T/ingest")"; RC=$?
+check "unreadable file → exit 2 but the rest is analysed" "$RC" "2"
+check "  problem named" "$(printf '%s' "$BOUT" | jq -r '.problems[0]' | cut -c1-11)" "broken.json"
+check "  breaks still computed" "$(printf '%s' "$BOUT" | jq -r '.people')" "8"
+
+echo "checkup-analyse: $PASS passed, $FAIL failed"
+[ "$FAIL" -eq 0 ]

package/config/skills/agent/checkup-report/SKILL.md

@@ -0,0 +1,96 @@
+---
+name: Check-up Report
+description: The intake and report steps of the small-business check-up as one Crewly App. Copies the bundled App page (five intake questions, the report with the top 3 breaks and what an agent could do, a 7-day daily summary) into the project for publish-app, turns checkup-analyse's breaks.json into the App's report document (with the number the owner asked to see first), and writes daily-summary documents for app-data.
+version: 1.0.0
+category: productivity
+skillType: claude-skill
+assignableRoles:
+  - "*"
+triggers:
+  - check-up report
+  - checkup app
+  - publish the check-up
+  - intake questions
+  - daily check-up summary
+tags:
+  - check-up
+  - small-business
+  - apps
+  - report
+execution:
+  type: script
+  script:
+    file: execute.sh
+    interpreter: bash
+    timeoutMs: 60000
+---
+
+# Check-up Report
+
+Steps 1 and 4 of the small-business check-up (crewly#1062), on one Crewly
+App the owner opens on their phone: **Your answers** (five intake questions),
+**Report** (the top 3 breaks with estimate, formula, examples and what an agent
+could do; every break; files; assumptions) and **Daily** (a line a day for the
+7 free days after the report). The page is built once; the data is per
+business.
+
+## 1. Intake — publish the App and get the five answers
+
+```bash
+bash execute.sh --app-dir ./checkup-app          # copies the page into the project (publish-app needs a project path)
+bash publish-app --dir ./checkup-app --name "<Business> check-up" --notify
+```
+
+The owner lands on **Your answers** (no report yet): which apps, the slowest
+weekly task, what they fear slipping through, how many apps one customer
+passes through, which number they want to see first. Saving writes
+`intake/answers` and sends you a message. Read it:
+
+```bash
+bash app-data --app <appId> --get intake answers > ./intake.json
+```
+
+Use `apps` to decide the connect path per app (connector, `ingest-exports`,
+or the browser as last resort) and `firstNumber` for the report.
+
+## 2. Connect and analyse
+
+`ingest-exports` (exports → common schema) then `checkup-analyse`
+(breaks + estimates → `breaks.json`). See those skills.
+
+## 3. Report — put the result in the App
+
+```bash
+bash execute.sh --breaks <analysis>/breaks.json --business "<Business>" --intake ./intake.json --out ./checkup-data
+bash app-data --app <appId> --set report current --data-file ./checkup-data/report-doc.json
+bash publish-app --app <appId> --share          # a fresh one-tap link to the owner
+```
+
+`report-doc.json` holds the top 3, every break with its estimate and formula,
+up to three short examples per break (none when the exports were hashed),
+notes for checks the data could not support, the files and the assumptions.
+When the intake said which number to see first, the report leads with it
+(`firstNumber`): money owed (overdue invoices + unpaid sign-ups), missed
+inquiries, hours lost to double entry, or lapsed customers. The whole list of
+people never goes into the App; it stays in `breaks.json` on this machine.
+
+## 4. Daily — one line a day for 7 days
+
+```bash
+bash execute.sh --daily "Replied to 3 open inquiries; 1 booked. Sent 2 invoice reminders." --out ./checkup-data
+bash app-data --app <appId> --set daily 2026-10-27 --data-file ./checkup-data/daily-2026-10-27.json
+```
+
+Say what changed and what was done, in the owner's language, under 300
+characters. Seven entries, then stop unless the owner asks for more.
+
+## Time log
+
+Record the start and end of each step (intake, connect, analyse, report) in
+your work notes; the check-up is measured by how long it really takes.
+
+## Report back
+
+Tell the owner in plain words: the App is ready (the card has the link), the
+top 3 with count and estimate, that the dollars are estimates from listed
+assumptions, and the one thing you would start on. Do not paste the document.

package/config/skills/agent/checkup-report/app/index.html

@@ -0,0 +1,265 @@
+<!doctype html>
+<html lang="en"><head>
+<meta charset="utf-8"><meta name="viewport" content="width=device-width, initial-scale=1">
+<title>Business check-up</title>
+<style>
+  :root { --ink: #1c1c1e; --muted: #6b6b70; --line: #e4e4e8; --accent: #1f6feb; --bg: #fff; --card: #f6f7f9; --warn: #b4540a; }
+  * { box-sizing: border-box; }
+  body { font: 16px/1.45 system-ui, -apple-system, sans-serif; margin: 0; padding: 16px 16px 48px; max-width: 640px; color: var(--ink); background: var(--bg); }
+  h1 { font-size: 22px; margin: 0 0 4px; }
+  h2 { font-size: 18px; margin: 28px 0 8px; }
+  h3 { font-size: 16px; margin: 0 0 6px; }
+  p { margin: 0 0 10px; }
+  .muted { color: var(--muted); font-size: 14px; }
+  .card { background: var(--card); border: 1px solid var(--line); border-radius: 12px; padding: 14px; margin: 0 0 12px; }
+  .rank { display: inline-block; min-width: 28px; height: 28px; line-height: 28px; text-align: center; border-radius: 14px; background: var(--accent); color: #fff; font-weight: 600; margin-right: 8px; }
+  .num { font-size: 20px; font-weight: 600; }
+  .est { margin: 8px 0 4px; }
+  .formula { font-size: 13px; color: var(--muted); border-left: 3px solid var(--line); padding-left: 8px; margin: 6px 0; }
+  .agent { background: #eef4ff; border-radius: 8px; padding: 8px 10px; margin-top: 8px; font-size: 15px; }
+  table { width: 100%; border-collapse: collapse; font-size: 15px; }
+  th, td { text-align: left; padding: 8px 4px; border-bottom: 1px solid var(--line); vertical-align: top; }
+  td.r, th.r { text-align: right; white-space: nowrap; }
+  label { display: block; font-weight: 600; margin: 16px 0 6px; }
+  input, textarea, select, button { font: inherit; font-size: 16px; width: 100%; min-height: 44px; padding: 10px; border: 1px solid var(--line); border-radius: 8px; background: #fff; color: var(--ink); }
+  textarea { min-height: 72px; resize: vertical; }
+  button { background: var(--accent); color: #fff; border: 0; font-weight: 600; margin-top: 16px; }
+  button.secondary { background: var(--card); color: var(--ink); border: 1px solid var(--line); margin-top: 8px; }
+  .chips { margin: 0 -4px; }
+  .chip { display: inline-block; margin: 4px; padding: 8px 12px; min-height: 44px; line-height: 28px; border: 1px solid var(--line); border-radius: 22px; background: #fff; cursor: pointer; }
+  .chip.on { background: var(--accent); color: #fff; border-color: var(--accent); }
+  #msg { min-height: 20px; color: var(--warn); margin-top: 8px; }
+  .ok { color: #1a7f37; }
+  .hidden { display: none; }
+  .tabs { display: flex; margin: 0 0 16px; border-bottom: 1px solid var(--line); }
+  .tab { flex: 1; text-align: center; padding: 12px 4px; min-height: 44px; color: var(--muted); cursor: pointer; border-bottom: 2px solid transparent; }
+  .tab.on { color: var(--ink); border-bottom-color: var(--accent); font-weight: 600; }
+  ul.plain { list-style: none; padding: 0; margin: 0; }
+  ul.plain li { padding: 8px 0; border-bottom: 1px solid var(--line); }
+  .note { font-size: 14px; color: var(--muted); }
+</style>
+</head><body>
+<h1 id="title" data-crewly-id="title">Business check-up</h1>
+<p class="muted" id="subtitle" data-crewly-id="subtitle">Loading…</p>
+
+<div class="tabs" id="tabs">
+  <div class="tab on" id="tab-report" data-crewly-id="tab-report">Report</div>
+  <div class="tab" id="tab-intake" data-crewly-id="tab-intake">Your answers</div>
+  <div class="tab" id="tab-daily" data-crewly-id="tab-daily">Daily</div>
+</div>
+
+<!-- ───────── Report ───────── -->
+<section id="report" data-crewly-id="report">
+  <div id="report-empty" class="card hidden" data-crewly-id="report-empty">
+    <h3>No report yet</h3>
+    <p class="muted">Answer the five questions under "Your answers" and share your exports. The report appears here when the check-up is done.</p>
+  </div>
+  <div id="report-body" class="hidden">
+    <div class="card" id="headline" data-crewly-id="headline">
+      <div class="muted" id="asof"></div>
+      <p class="est"><span class="num" id="total-hours"></span> h/week &nbsp;·&nbsp; <span class="num" id="total-dollars"></span>/month</p>
+      <p class="note">Estimates from the assumptions at the end. Change an assumption and the numbers follow.</p>
+    </div>
+    <div id="first-number" class="card hidden" data-crewly-id="first-number"></div>
+    <h2>Top 3</h2>
+    <div id="top3" data-crewly-id="top3"></div>
+    <h2>Every break</h2>
+    <table data-crewly-id="all-breaks"><thead><tr><th>Break</th><th class="r">Count</th><th class="r">h/wk</th><th class="r">$/mo</th></tr></thead><tbody id="all-rows"></tbody></table>
+    <div id="notes-wrap" class="hidden"><h2>Could not check</h2><ul class="plain" id="notes" data-crewly-id="notes"></ul></div>
+    <h2>Files</h2>
+    <ul class="plain" id="files" data-crewly-id="files"></ul>
+    <h2>Assumptions</h2>
+    <ul class="plain" id="assumptions" data-crewly-id="assumptions"></ul>
+    <button class="secondary" id="ask" data-crewly-id="ask">Ask about this report</button>
+  </div>
+</section>
+
+<!-- ───────── Intake ───────── -->
+<section id="intake" class="hidden" data-crewly-id="intake">
+  <p class="muted">Five questions, two minutes. Your answers tell the check-up where to look first.</p>
+  <label for="q-apps">1. Which apps does the business run on?</label>
+  <div class="chips" id="q-apps-chips" data-crewly-id="q-apps"></div>
+  <input id="q-apps" placeholder="Others, comma-separated">
+  <label for="q-task">2. Which weekly task takes the most time?</label>
+  <textarea id="q-task" data-crewly-id="q-task" placeholder="e.g. copying new sign-ups from the form into the roster and the mailing list"></textarea>
+  <label>3. What do you fear slipping through?</label>
+  <div class="chips" id="q-fear-chips" data-crewly-id="q-fear"></div>
+  <input id="q-fear" placeholder="Anything else">
+  <label for="q-hops">4. How many apps does one customer pass through, from first contact to payment?</label>
+  <select id="q-hops" data-crewly-id="q-hops"><option value="">Pick one</option><option>1</option><option>2</option><option>3</option><option>4</option><option>5 or more</option></select>
+  <label for="q-first">5. Which number do you want to see first?</label>
+  <div class="chips" id="q-first-chips" data-crewly-id="q-first"></div>
+  <input id="q-first" placeholder="Or say it in your words">
+  <button id="save" data-crewly-id="save">Save answers</button>
+  <div id="msg" data-crewly-id="msg"></div>
+</section>
+
+<!-- ───────── Daily ───────── -->
+<section id="daily" class="hidden" data-crewly-id="daily">
+  <p class="muted">A short summary each day for 7 days after the report: what changed, what was done.</p>
+  <ul class="plain" id="daily-list" data-crewly-id="daily-list"></ul>
+  <p class="muted hidden" id="daily-empty">Nothing yet.</p>
+</section>
+
+<script>
+  // Old Safari (iOS 12) has no replaceChildren; the owner's family iPad must still render this.
+  if (!Element.prototype.replaceChildren) {
+    Element.prototype.replaceChildren = function () {
+      while (this.firstChild) this.removeChild(this.firstChild);
+      for (var i = 0; i < arguments.length; i += 1) this.appendChild(arguments[i]);
+    };
+  }
+  var $ = function (id) { return document.getElementById(id); };
+  var APP_CHIPS = ['Square', 'Stripe', 'QuickBooks', 'Mailchimp', 'Jotform', 'Jackrabbit', 'Mindbody', 'Calendly', 'HubSpot', 'Google Sheets', 'Gmail'];
+  var FEAR_CHIPS = ['Unanswered inquiries', 'Signed up but never paid', 'Customers who stopped coming', 'Unpaid invoices', 'Typing the same person twice'];
+  var FIRST_CHIPS = ['Money owed to me', 'Inquiries I missed', 'Hours lost to double entry', 'Customers who lapsed'];
+  var state = { report: null, intake: null, tab: 'report' };
+
+  function text(el, s) { el.textContent = s == null ? '' : String(s); }
+  function el(tag, cls, s) { var e = document.createElement(tag); if (cls) e.className = cls; if (s != null) e.textContent = String(s); return e; }
+  function money(n) { return '$' + Math.round(Number(n) || 0).toLocaleString(); }
+  function chips(container, options, picked) {
+    container.replaceChildren();
+    options.forEach(function (opt) {
+      var c = el('span', 'chip' + (picked.indexOf(opt) >= 0 ? ' on' : ''), opt);
+      c.setAttribute('role', 'button');
+      c.onclick = function () { c.classList.toggle('on'); };
+      container.appendChild(c);
+    });
+  }
+  function pickedChips(container) {
+    return Array.prototype.map.call(container.querySelectorAll('.chip.on'), function (c) { return c.textContent; });
+  }
+  function splitList(s) { return String(s || '').split(',').map(function (x) { return x.trim(); }).filter(Boolean); }
+
+  // ── tabs ──
+  function showTab(name) {
+    state.tab = name;
+    ['report', 'intake', 'daily'].forEach(function (t) {
+      $(t).classList.toggle('hidden', t !== name);
+      $('tab-' + t).classList.toggle('on', t === name);
+    });
+  }
+  $('tab-report').onclick = function () { showTab('report'); };
+  $('tab-intake').onclick = function () { showTab('intake'); };
+  $('tab-daily').onclick = function () { showTab('daily'); };
+
+  // ── report ──
+  function renderReport() {
+    var r = state.report;
+    var hasReport = r && Array.isArray(r.breaks) && r.breaks.length;
+    $('report-empty').classList.toggle('hidden', !!hasReport);
+    $('report-body').classList.toggle('hidden', !hasReport);
+    text($('title'), (r && r.business) ? r.business + ' check-up' : 'Business check-up');
+    if (!hasReport) { text($('subtitle'), 'The report is not ready yet.'); return; }
+    text($('subtitle'), 'Where your apps disagree, and what it costs.');
+    text($('asof'), 'As of ' + r.asOf + ' · data ' + r.period.from + ' to ' + r.period.to + ' · ' + r.stats.people + ' people across ' + r.stats.systems.join(', '));
+    text($('total-hours'), r.totals.hoursPerWeek);
+    text($('total-dollars'), money(r.totals.dollarsPerMonth));
+
+    var fn = $('first-number');
+    if (r.firstNumber) {
+      fn.classList.remove('hidden'); fn.replaceChildren();
+      fn.appendChild(el('div', 'muted', 'The number you asked to see first'));
+      fn.appendChild(el('div', 'num', r.firstNumber.value));
+      fn.appendChild(el('div', 'note', r.firstNumber.label));
+    } else { fn.classList.add('hidden'); }
+
+    var byType = {}; r.breaks.forEach(function (b) { byType[b.type] = b; });
+    var top = $('top3'); top.replaceChildren();
+    (r.top3 || []).forEach(function (t, i) {
+      var b = byType[t]; if (!b) return;
+      var card = el('div', 'card'); card.setAttribute('data-crewly-id', 'top-' + (i + 1));
+      var h = el('h3'); h.appendChild(el('span', 'rank', i + 1)); h.appendChild(document.createTextNode(b.label + ' — ' + b.count)); card.appendChild(h);
+      card.appendChild(el('p', 'est', b.estimate.hoursPerWeek + ' h/week · ' + money(b.estimate.dollarsPerMonth) + '/month (estimate)'));
+      card.appendChild(el('div', 'formula', b.estimate.formula));
+      if (b.examples && b.examples.length) {
+        var ul = el('ul', 'plain'); b.examples.forEach(function (x) { ul.appendChild(el('li', 'note', x)); }); card.appendChild(ul);
+      }
+      card.appendChild(el('div', 'agent', 'What an agent could do: ' + b.whatAnAgentCouldDo));
+      top.appendChild(card);
+    });
+    if (!top.children.length) top.appendChild(el('p', 'muted', 'No breaks found in this data.'));
+
+    var rows = $('all-rows'); rows.replaceChildren();
+    r.breaks.forEach(function (b) {
+      var tr = el('tr'); tr.appendChild(el('td', null, b.label)); tr.appendChild(el('td', 'r', b.count));
+      tr.appendChild(el('td', 'r', b.estimate.hoursPerWeek)); tr.appendChild(el('td', 'r', money(b.estimate.dollarsPerMonth))); rows.appendChild(tr);
+    });
+    var notes = $('notes'); notes.replaceChildren();
+    (r.notes || []).forEach(function (n) { notes.appendChild(el('li', null, n)); });
+    $('notes-wrap').classList.toggle('hidden', !(r.notes && r.notes.length));
+    var files = $('files'); files.replaceChildren();
+    (r.files || []).forEach(function (f) { files.appendChild(el('li', null, f.file + ' — ' + f.source + ' ' + f.kind + ', ' + f.rows + ' rows')); });
+    var as = $('assumptions'); as.replaceChildren();
+    Object.keys(r.assumptions || {}).forEach(function (k) { as.appendChild(el('li', null, k + ': ' + r.assumptions[k])); });
+  }
+  $('ask').onclick = function () {
+    crewly.notify('The owner opened the check-up report and tapped "Ask about this report". Reply in their DM with a one-line offer to walk through the top 3.').then(function () {
+      text($('ask'), 'Sent — your agent will reply in chat'); $('ask').disabled = true;
+    }).catch(function (e) { text($('ask'), 'Could not send: ' + e.message); });
+  };
+
+  // ── intake ──
+  function renderIntake() {
+    var a = state.intake || {};
+    chips($('q-apps-chips'), APP_CHIPS, a.apps || []);
+    $('q-apps').value = (a.apps || []).filter(function (x) { return APP_CHIPS.indexOf(x) < 0; }).join(', ');
+    $('q-task').value = a.slowestTask || '';
+    chips($('q-fear-chips'), FEAR_CHIPS, a.fears || []);
+    $('q-fear').value = (a.fears || []).filter(function (x) { return FEAR_CHIPS.indexOf(x) < 0; }).join(', ');
+    $('q-hops').value = a.appsPerCustomer || '';
+    chips($('q-first-chips'), FIRST_CHIPS, a.firstNumber ? [a.firstNumber] : []);
+    $('q-first').value = (a.firstNumber && FIRST_CHIPS.indexOf(a.firstNumber) < 0) ? a.firstNumber : '';
+    if (a.savedAt) { $('msg').className = 'ok'; text($('msg'), 'Saved ' + a.savedAt.slice(0, 16).replace('T', ' ')); }
+  }
+  $('save').onclick = function () {
+    var first = pickedChips($('q-first-chips'))[0] || $('q-first').value.trim() || null;
+    var answers = {
+      apps: pickedChips($('q-apps-chips')).concat(splitList($('q-apps').value)),
+      slowestTask: $('q-task').value.trim(),
+      fears: pickedChips($('q-fear-chips')).concat(splitList($('q-fear').value)),
+      appsPerCustomer: $('q-hops').value,
+      firstNumber: first,
+      savedAt: new Date().toISOString()
+    };
+    if (!answers.apps.length && !answers.slowestTask) { $('msg').className = ''; text($('msg'), 'Tell us at least which apps you use.'); return; }
+    $('save').disabled = true;
+    crewly.db.set('intake', 'answers', answers).then(function () {
+      state.intake = answers; $('msg').className = 'ok'; text($('msg'), 'Saved. Your agent will take it from here.'); $('save').disabled = false;
+      return crewly.notify('The owner saved their check-up answers (intake/answers). Read them with app-data and start the connect step.');
+    }).catch(function (e) { $('msg').className = ''; text($('msg'), 'Could not save: ' + e.message); $('save').disabled = false; });
+  };
+
+  // ── daily ──
+  function renderDaily(docs) {
+    var list = $('daily-list'); list.replaceChildren();
+    docs.sort(function (a, b) { return String(b.data.date).localeCompare(String(a.data.date)); });
+    docs.forEach(function (d) {
+      var li = el('li'); li.appendChild(el('div', 'muted', d.data.date)); li.appendChild(el('div', null, d.data.summary)); list.appendChild(li);
+    });
+    $('daily-empty').classList.toggle('hidden', docs.length > 0);
+  }
+
+  // ── load ──
+  function notFoundAsNull(e) { if (e && e.code === 'not_found') return null; throw e; }
+  function loadAll() {
+    return Promise.all([
+      crewly.db.get('report', 'current').then(function (d) { return d.data; }, notFoundAsNull),
+      crewly.db.get('intake', 'answers').then(function (d) { return d.data; }, notFoundAsNull),
+      crewly.db.list('daily', { limit: 30 }).then(function (r) { return r.docs; })
+    ]).then(function (res) {
+      state.report = res[0]; state.intake = res[1];
+      renderReport(); renderIntake(); renderDaily(res[2]);
+      if (!state.report && !state.intake) showTab('intake');
+    });
+  }
+  crewly.ready.then(function () {
+    return loadAll().then(function () {
+      crewly.db.subscribe('report', function () { loadAll().catch(fail); });
+      crewly.db.subscribe('daily', function () { loadAll().catch(fail); });
+    });
+  }).catch(fail);
+  function fail(e) { text($('subtitle'), 'Could not load: ' + (e && e.message ? e.message : e)); }
+</script>
+</body></html>

package/config/skills/agent/checkup-report/execute.sh

@@ -0,0 +1,37 @@
+#!/bin/bash
+# =============================================================================
+# checkup-report — the report step of the small-business check-up
+# (crewly#1062): copy the bundled report App into the project for publish-app,
+# turn checkup-analyse's breaks.json into the App's report document, and
+# write daily-summary documents for app-data.
+#
+# Usage:
+#   bash execute.sh --app-dir ./checkup-app                                        # copy the App page
+#   bash execute.sh --breaks …/analysis/breaks.json --business "Oak Pottery" --intake ./intake.json --out ./checkup-data
+#   bash execute.sh --daily "Replied to 3 open inquiries; 1 booked." --out ./checkup-data
+#   bash execute.sh '{"breaks":"…/breaks.json","business":"Oak Pottery","out":"./checkup-data"}'
+#
+# Output: one JSON line with the files written and the exact next command
+# (publish-app or app-data). Exit 0 = done, 2 = an input could not be read, 1 = usage.
+# =============================================================================
+set -euo pipefail
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+REPORT="${SCRIPT_DIR}/report.mjs"
+
+command -v node >/dev/null 2>&1 || { printf '{"success":false,"error":"node is required but not on PATH"}\n'; exit 1; }
+
+ARGS=()
+if [[ $# -gt 0 && ${1:0:1} == '{' ]]; then
+  command -v jq >/dev/null 2>&1 || { printf '{"success":false,"error":"jq is required to read JSON input"}\n'; exit 1; }
+  for key in appDir breaks business intake examples out daily date; do
+    v=$(printf '%s' "$1" | jq -r --arg k "$key" '.[$k] // empty')
+    if [ -n "$v" ]; then
+      case "$key" in appDir) flag=--app-dir ;; *) flag="--$key" ;; esac
+      ARGS+=("$flag" "$v")
+    fi
+  done
+  shift
+fi
+ARGS+=("$@")
+
+exec node "$REPORT" ${ARGS[@]+"${ARGS[@]}"}