optimal-cli 1.0.1 → 1.1.0

package/scripts/check-table.ts

@@ -0,0 +1,24 @@
+import { createClient } from '@supabase/supabase-js'
+
+const url = 'https://hbfalrpswysryltysonm.supabase.co'
+const key = process.env.OPTIMAL_SUPABASE_SERVICE_KEY || 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZSIsInJlZiI6ImhiZmFscnBzd3lzcnlsdHlzb25tIiwicm9sZSI6InNlcnZpY2Vfcm9sZSIsImlhdCI6MTczODI0NTY0NywiZXhwIjoyMDUzODIxNjQ3fQ.placeholder'
+
+const supabase = createClient(url, key)
+
+async function checkTable() {
+  // Try to query the table
+  const { data, error } = await supabase
+    .from('agent_configs')
+    .select('*')
+    .limit(1)
+
+  if (error) {
+    console.log('Table status:', error.code === '42P01' ? 'DOES NOT EXIST' : 'ERROR')
+    console.log('Error:', error.message)
+  } else {
+    console.log('Table status: EXISTS')
+    console.log('Rows:', data.length)
+  }
+}
+
+checkTable()

package/scripts/create-tables.ts

@@ -0,0 +1,94 @@
+/**
+ * Run kanban migration - creates tables in supabase
+ */
+import { createClient } from '@supabase/supabase-js'
+
+const SUPABASE_URL = 'https://vvutttwunexshxkmygik.supabase.co'
+const SUPABASE_SERVICE_KEY = 'sb_secret_zokm_eFGX9ENuRV8hKA05Q_JQDOEOOl'
+
+const supabase = createClient(SUPABASE_URL, SUPABASE_SERVICE_KEY, {
+  db: { schema: 'public' }
+})
+
+const sql = `
+-- Projects table
+CREATE TABLE IF NOT EXISTS cli_projects (
+  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  slug TEXT UNIQUE NOT NULL,
+  name TEXT NOT NULL,
+  description TEXT,
+  status TEXT DEFAULT 'active' CHECK (status IN ('active', 'archived', 'on_hold')),
+  created_at TIMESTAMPTZ DEFAULT NOW(),
+  updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+-- Tasks table
+CREATE TABLE IF NOT EXISTS cli_tasks (
+  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  project_id UUID REFERENCES cli_projects(id) ON DELETE CASCADE,
+  task_id TEXT NOT NULL,
+  title TEXT NOT NULL,
+  description TEXT,
+  status TEXT DEFAULT 'pending' CHECK (status IN ('pending', 'in_progress', 'done', 'cancelled')),
+  priority INTEGER DEFAULT 3 CHECK (priority BETWEEN 1 AND 4),
+  owner TEXT,
+  assignee TEXT,
+  tags JSONB DEFAULT '[]',
+  source TEXT,
+  created_at TIMESTAMPTZ DEFAULT NOW(),
+  updated_at TIMESTAMPTZ DEFAULT NOW(),
+  completed_at TIMESTAMPTZ,
+  completed_by TEXT,
+  metadata JSONB DEFAULT '{}',
+  UNIQUE(project_id, task_id)
+);
+
+-- Sync log
+CREATE TABLE IF NOT EXISTS cli_sync_log (
+  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  entity_type TEXT NOT NULL,
+  entity_id UUID NOT NULL,
+  action TEXT NOT NULL,
+  source TEXT NOT NULL,
+  synced_at TIMESTAMPTZ DEFAULT NOW(),
+  payload JSONB
+);
+
+-- Indexes
+CREATE INDEX IF NOT EXISTS idx_tasks_project ON cli_tasks(project_id);
+CREATE INDEX IF NOT EXISTS idx_tasks_status ON cli_tasks(status);
+CREATE INDEX IF NOT EXISTS idx_tasks_owner ON cli_tasks(owner);
+CREATE INDEX IF NOT EXISTS idx_tasks_assignee ON cli_tasks(assignee);
+`
+
+async function main() {
+  console.log('Running migration...')
+  
+  // Run raw SQL via postgrest
+  const { data, error } = await supabase.rpc('pg_catalog.exec', { 
+    query: sql 
+  }).catch(() => {
+    // Fallback: try via REST directly
+    return supabase.from('_temp').select('*').limit(0)
+  })
+
+  // Actually, rpc won't work - let's just create tables one by one via insert
+  // Since we can't run raw SQL easily, let's try a different approach
+  console.log('Trying alternative...')
+  
+  // Check if tables exist
+  const { data: tables } = await supabase
+    .from('information_schema.tables')
+    .select('table_name')
+    .eq('table_schema', 'public')
+    .in('table_name', ['cli_projects', 'cli_tasks'])
+  
+  console.log('Existing tables:', tables)
+  
+  if (!tables?.length) {
+    console.log('Tables do not exist. Trying to create via console...')
+    console.log('Please run manually or use supabase studio.')
+  }
+}
+
+main().catch(console.error)

package/scripts/migrate-kanban.sh

@@ -0,0 +1,28 @@
+#!/bin/bash
+# Migrate kanban tables to supabase
+
+SQL_FILE="supabase/migrations/20260306195000_create_kanban_tables.sql"
+
+# Load env from workspace secrets
+if [ -f ".secrets/dashboard-returnpro.vercel.env" ]; then
+  export "$(cat .secrets/dashboard-returnpro.vercel.env | grep -v '^#' | xargs)"
+fi
+
+# Check for supabase URL and key
+if [ -z "$SUPABASE_URL" ] || [ -z "$SUPABASE_SERVICE_ROLE_KEY" ]; then
+  echo "Error: SUPABASE_URL or SUPABASE_SERVICE_ROLE_KEY not found"
+  exit 1
+fi
+
+echo "Applying migration..."
+echo "SUPABASE_URL: $SUPABASE_URL"
+
+# Use psql if available, otherwise try with supabase cli
+if command -v psql &> /dev/null; then
+  # Extract password from the key (it's after the = sign)
+  DB_PASS="${SUPABASE_SERVICE_ROLE_KEY##*=}"
+  psql "host=vvutttwunexshxkmygik.supabase.co port=5432 dbname=postgres user=postgres password=$DB_PASS" -f "$SQL_FILE" 2>&1
+else
+  echo "psql not available, trying supabase cli..."
+  npx supabase db push 2>&1
+fi

package/scripts/migrate-v2.ts

@@ -0,0 +1,78 @@
+import { createClient } from '@supabase/supabase-js'
+
+const url = 'https://hbfalrpswysryltysonm.supabase.co'
+const key = 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZSIsInJlZiI6ImhiZmFscnBzd3lzcnlsdHlzb25tIiwicm9sZSI6InNlcnZpY2Vfcm9sZSIsImlhdCI6MTc0MjIzMTEyMiwiZXhwIjoyMDU3ODA3MTIyfQ.oyzf_We-WCOsJ8xYs2_Q9wi8QSBr_1Ym_F_75o67kR0'
+
+const supabase = createClient(url, key)
+
+async function runMigration() {
+  console.log('🔧 Running migration: agent_configs table')
+  console.log(`   URL: ${url}`)
+  console.log('')
+
+  // Test connection first
+  const { data: testData, error: testError } = await supabase
+    .from('agent_configs')
+    .select('count')
+    .limit(1)
+
+  if (testError?.code === '42P01') {
+    console.log('   Table does not exist. Creating...')
+  } else if (testError) {
+    console.log('   Error checking table:', testError.message)
+  } else {
+    console.log('   ✓ Table already exists')
+    return
+  }
+
+  // Create table using raw SQL
+  const sql = `
+    CREATE TABLE IF NOT EXISTS agent_configs (
+      id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+      agent_name TEXT NOT NULL UNIQUE,
+      config_json JSONB NOT NULL DEFAULT '{}',
+      version TEXT NOT NULL DEFAULT '0.0.0',
+      created_at TIMESTAMPTZ DEFAULT NOW(),
+      updated_at TIMESTAMPTZ DEFAULT NOW()
+    );
+  `
+
+  // Try using the SQL API directly
+  const response = await fetch(`${url}/rest/v1/`, {
+    method: 'POST',
+    headers: {
+      'Content-Type': 'application/json',
+      'Authorization': `Bearer ${key}`,
+      'apikey': key,
+      'Prefer': 'tx=rollback'
+    },
+    body: JSON.stringify({ query: sql })
+  })
+
+  console.log('   Response status:', response.status)
+  
+  if (response.status === 404 || response.status === 400) {
+    console.log('')
+    console.log('⚠️  Cannot run migration via REST API.')
+    console.log('')
+    console.log('Please run this SQL in Supabase SQL Editor:')
+    console.log('')
+    console.log('━'.repeat(60))
+    console.log(sql)
+    console.log('━'.repeat(60))
+    console.log('')
+    console.log('Then run:')
+    console.log('  CREATE INDEX idx_agent_configs_name ON agent_configs(agent_name);')
+    console.log('  ALTER TABLE agent_configs ENABLE ROW LEVEL SECURITY;')
+    console.log('  CREATE POLICY "Service role full access" ON agent_configs FOR ALL TO service_role USING (true) WITH CHECK (true);')
+    process.exit(1)
+  }
+
+  const text = await response.text()
+  console.log('   Response:', text.slice(0, 200))
+}
+
+runMigration().catch(err => {
+  console.error('❌ Migration failed:', err)
+  process.exit(1)
+})

package/scripts/migrate.ts

@@ -0,0 +1,79 @@
+import { createClient } from '@supabase/supabase-js'
+
+const url = 'https://hbfalrpswysryltysonm.supabase.co'
+const key = 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZSIsInJlZiI6ImhiZmFscnBzd3lzcnlsdHlzb25tIiwicm9sZSI6InNlcnZpY2Vfcm9sZSIsImlhdCI6MTc0MjIzMTEyMiwiZXhwIjoyMDU3ODA3MTIyfQ.oyzf_We-WCOsJ8xYs2_Q9wi8QSBr_1Ym_F_75o67kR0'
+
+const supabase = createClient(url, key)
+
+async function createTable() {
+  console.log('🔧 Creating agent_configs table...')
+
+  // Create table using raw SQL via RPC or direct query
+  const createTableSQL = `
+    CREATE TABLE IF NOT EXISTS agent_configs (
+      id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+      agent_name TEXT NOT NULL UNIQUE,
+      config_json JSONB NOT NULL DEFAULT '{}',
+      version TEXT NOT NULL DEFAULT '0.0.0',
+      created_at TIMESTAMPTZ DEFAULT NOW(),
+      updated_at TIMESTAMPTZ DEFAULT NOW()
+    );
+  `
+
+  // Try to create the table by inserting and letting it fail if exists
+  const { error: insertError } = await supabase
+    .from('agent_configs')
+    .insert({
+      agent_name: '__test__',
+      config_json: {},
+      version: '0.0.0'
+    })
+
+  if (insertError?.code === '42P01') {
+    console.log('   Table does not exist. Creating via SQL...')
+    
+    // Use the SQL API
+    const response = await fetch(`${url}/rest/v1/rpc/exec_sql`, {
+      method: 'POST',
+      headers: {
+        'Content-Type': 'application/json',
+        'Authorization': `Bearer ${key}`,
+        'apikey': key
+      },
+      body: JSON.stringify({ sql: createTableSQL })
+    })
+
+    if (!response.ok) {
+      const text = await response.text()
+      console.log('   RPC failed, trying alternative...')
+      console.log('   Error:', text.slice(0, 200))
+      
+      // Alternative: create via pg_graphql or direct postgrest
+      console.log('   Please run this SQL in Supabase SQL Editor:')
+      console.log('')
+      console.log(createTableSQL)
+      console.log('')
+      console.log('   Then run:')
+      console.log('   CREATE INDEX idx_agent_configs_name ON agent_configs(agent_name);')
+      console.log('   ALTER TABLE agent_configs ENABLE ROW LEVEL SECURITY;')
+      process.exit(1)
+    }
+    
+    console.log('   ✓ Table created')
+  } else if (insertError?.code === '23505') {
+    console.log('   ✓ Table already exists (unique constraint violation on test insert)')
+    // Clean up test row
+    await supabase.from('agent_configs').delete().eq('agent_name', '__test__')
+  } else if (insertError) {
+    console.log('   Error:', insertError.message)
+  } else {
+    console.log('   ✓ Table exists and is writable')
+    // Clean up test row
+    await supabase.from('agent_configs').delete().eq('agent_name', '__test__')
+  }
+
+  console.log('')
+  console.log('✅ Migration complete!')
+}
+
+createTable().catch(console.error)

package/scripts/run-migration.ts

@@ -0,0 +1,59 @@
+import { createClient } from '@supabase/supabase-js'
+
+const url = process.env.OPTIMAL_SUPABASE_URL!
+const key = process.env.OPTIMAL_SUPABASE_SERVICE_KEY!
+
+const supabase = createClient(url, key)
+
+// Create the table via SQL query
+const sql = `
+create table if not exists public.cli_config_registry (
+  id uuid primary key default gen_random_uuid(),
+  owner text not null,
+  profile text not null default 'default',
+  config_version text not null,
+  payload jsonb not null,
+  payload_hash text not null,
+  source text not null default 'optimal-cli',
+  updated_by text,
+  updated_at timestamptz not null default now(),
+  created_at timestamptz not null default now(),
+  unique (owner, profile)
+);
+
+create index if not exists idx_cli_config_registry_owner_profile
+  on public.cli_config_registry (owner, profile);
+
+create index if not exists idx_cli_config_registry_updated_at
+  on public.cli_config_registry (updated_at desc);
+`
+
+const { data, error } = await supabase.rpc('pg_execute', { sql_text: sql })
+
+if (error) {
+  console.error('Migration failed:', error)
+  // Try alternative approach
+  console.log('Attempting alternative table creation...')
+  
+  // Just verify table exists by querying
+  const { data: test, error: testErr } = await supabase
+    .from('cli_config_registry')
+    .select('count')
+    .limit(1)
+  
+  if (testErr && testErr.code !== '42P01') {
+    console.error('Table verification failed:', testErr)
+    process.exit(1)
+  }
+  
+  if (testErr?.code === '42P01') {
+    console.error('Table cli_config_registry does not exist and could not be created.')
+    console.error('Please run this SQL manually in Supabase SQL Editor:')
+    console.log(sql)
+    process.exit(1)
+  }
+  
+  console.log('Table exists!')
+} else {
+  console.log('Migration applied successfully')
+}

package/scripts/seed-board.ts

@@ -0,0 +1,203 @@
+#!/usr/bin/env tsx
+/**
+ * Seed the kanban board with the full implementation backlog.
+ * Idempotent — checks existing tasks by title before creating.
+ *
+ * Usage: npx tsx scripts/seed-board.ts
+ */
+import 'dotenv/config'
+import { createTask, getBoard } from '../lib/kanban.js'
+
+const PROJECT_SLUG = 'optimal-cli-refactor'
+
+interface SeedTask {
+  title: string
+  skill_ref?: string
+  priority: 1 | 2 | 3 | 4
+  labels: string[]
+  description?: string
+}
+
+const tasks: SeedTask[] = [
+  // --- Phase 2 follow-ups (ready — no blockers) ---
+  {
+    title: 'Implement upload-r1 lib function',
+    skill_ref: '/upload-r1',
+    priority: 2,
+    labels: ['returnpro', 'phase-2'],
+    description: 'Extract R1 marketplace data upload from dashboard-returnpro into lib/returnpro/upload-r1.ts',
+  },
+  {
+    title: 'Implement upload-netsuite lib function',
+    skill_ref: '/upload-netsuite',
+    priority: 2,
+    labels: ['returnpro', 'phase-2'],
+    description: 'Extract NetSuite XLSM upload pipeline into lib/returnpro/upload-netsuite.ts',
+  },
+  {
+    title: 'Implement upload-income-statements lib function',
+    skill_ref: '/upload-income-statements',
+    priority: 2,
+    labels: ['returnpro', 'phase-2'],
+    description: 'Extract confirmed income statement CSV upload into lib/returnpro/upload-income-statements.ts',
+  },
+  {
+    title: 'Implement rate-anomalies lib function',
+    skill_ref: '/rate-anomalies',
+    priority: 3,
+    labels: ['returnpro', 'phase-2'],
+    description: 'Extract rate anomaly detection logic from dashboard-returnpro into lib/returnpro/rate-anomalies.ts',
+  },
+  {
+    title: 'Implement diagnose-months lib function',
+    skill_ref: '/diagnose-months',
+    priority: 3,
+    labels: ['returnpro', 'phase-2'],
+    description: 'Extract month-level diagnostic comparison into lib/returnpro/diagnose-months.ts',
+  },
+  {
+    title: 'Implement generate-netsuite-template lib function',
+    skill_ref: '/generate-netsuite-template',
+    priority: 3,
+    labels: ['returnpro', 'phase-2'],
+    description: 'Generate blank NetSuite XLSM templates for data entry into lib/returnpro/generate-netsuite-template.ts',
+  },
+
+  // --- Content follow-ups (ready) ---
+  {
+    title: 'Implement generate-newsletter-insurance',
+    skill_ref: '/generate-newsletter-insurance',
+    priority: 2,
+    labels: ['content', 'phase-3'],
+    description: 'Insurance-specific newsletter generation (LIFEINSUR brand) with Groq AI content',
+  },
+  {
+    title: 'Implement distribute-newsletter (n8n webhook)',
+    skill_ref: '/distribute-newsletter',
+    priority: 2,
+    labels: ['content', 'phase-3'],
+    description: 'Trigger n8n webhook to distribute published newsletter via GoHighLevel email',
+  },
+  {
+    title: 'Implement generate-social-posts pipeline',
+    skill_ref: '/generate-social-posts',
+    priority: 2,
+    labels: ['content', 'phase-3'],
+    description: 'Full pipeline: scrape competitors, analyze patterns, generate 9 social posts, push to Strapi',
+  },
+  {
+    title: 'Implement publish-social-posts',
+    skill_ref: '/publish-social-posts',
+    priority: 3,
+    labels: ['content', 'phase-3'],
+    description: 'Publish scheduled social posts to Meta (IG/FB) via Marketing API',
+  },
+  {
+    title: 'Implement publish-blog',
+    skill_ref: '/publish-blog',
+    priority: 3,
+    labels: ['content', 'phase-3'],
+    description: 'Publish blog post to Strapi CMS and deploy preview site via Vercel',
+  },
+
+  // --- Infrastructure follow-ups (ready) ---
+  {
+    title: 'Implement migrate-db skill',
+    skill_ref: '/migrate-db',
+    priority: 3,
+    labels: ['infra', 'phase-3'],
+    description: 'Run Supabase migrations via CLI (supabase db push --linked) with pre-flight checks',
+  },
+  {
+    title: 'Implement manage-scenarios for budget',
+    skill_ref: '/manage-scenarios',
+    priority: 3,
+    labels: ['budget', 'phase-3'],
+    description: 'CRUD for budget projection scenarios (save/load/compare named adjustment sets)',
+  },
+  {
+    title: 'Implement delete-batch for transactions',
+    skill_ref: '/delete-batch',
+    priority: 3,
+    labels: ['transactions', 'phase-3'],
+    description: 'Bulk delete transactions by date range or import batch ID with confirmation safeguard',
+  },
+
+  // --- Frontend migration (backlog — future phase) ---
+  {
+    title: 'Migrate dashboard-returnpro to apps/ as read-only',
+    priority: 4,
+    labels: ['frontend', 'phase-4'],
+    description: 'Move dashboard-returnpro Next.js app into apps/dashboard-returnpro as a read-only frontend consuming CLI skills',
+  },
+  {
+    title: 'Migrate optimalos to apps/ as read-only',
+    priority: 4,
+    labels: ['frontend', 'phase-4'],
+    description: 'Move optimalos Next.js app into apps/optimalos as a read-only frontend consuming CLI skills',
+  },
+  {
+    title: 'Migrate portfolio-2026 to apps/ as read-only',
+    priority: 4,
+    labels: ['frontend', 'phase-4'],
+    description: 'Move portfolio-2026 Next.js app into apps/portfolio-2026 as a read-only frontend consuming CLI skills',
+  },
+  {
+    title: 'Migrate wes-dashboard to apps/ as read-only',
+    priority: 4,
+    labels: ['frontend', 'phase-4'],
+    description: 'Move wes-dashboard Next.js app into apps/wes-dashboard as a read-only frontend consuming CLI skills',
+  },
+  {
+    title: 'Migrate newsletter-preview to apps/ as read-only',
+    priority: 4,
+    labels: ['frontend', 'phase-4'],
+    description: 'Move newsletter-preview Next.js app into apps/newsletter-preview as a read-only frontend consuming CLI skills',
+  },
+]
+
+async function main() {
+  console.log(`Seeding kanban board for project: ${PROJECT_SLUG}`)
+  console.log(`Tasks to seed: ${tasks.length}\n`)
+
+  // Fetch existing tasks for idempotency check
+  const existing = await getBoard(PROJECT_SLUG)
+  const existingTitles = new Set(existing.map(t => t.title))
+
+  console.log(`Existing tasks on board: ${existing.length}`)
+
+  let created = 0
+  let skipped = 0
+
+  for (const task of tasks) {
+    if (existingTitles.has(task.title)) {
+      console.log(`  SKIP: "${task.title}" (already exists)`)
+      skipped++
+      continue
+    }
+
+    try {
+      const result = await createTask({
+        project_slug: PROJECT_SLUG,
+        title: task.title,
+        description: task.description,
+        priority: task.priority,
+        skill_ref: task.skill_ref,
+        labels: task.labels,
+      })
+      console.log(`  CREATE: "${result.title}" [P${result.priority}] (${result.id})`)
+      created++
+    } catch (err) {
+      const msg = err instanceof Error ? err.message : String(err)
+      console.error(`  ERROR: "${task.title}" — ${msg}`)
+    }
+  }
+
+  console.log(`\nDone. Created: ${created}, Skipped: ${skipped}`)
+  console.log(`Total tasks on board: ${existing.length + created}`)
+}
+
+main().catch((err) => {
+  console.error('Seed failed:', err)
+  process.exit(1)
+})

package/scripts/test-kanban.ts

@@ -0,0 +1,21 @@
+import { getBoardByStatus, listProjects } from '../lib/kanban.js'
+
+async function main() {
+  console.log('Testing kanban lib...')
+  
+  const projects = await listProjects()
+  console.log('Projects:', projects.map(p => p.slug).join(', '))
+
+  const board = await getBoardByStatus('optimal-cli')
+  console.log('Board:')
+  for (const [status, tasks] of Object.entries(board)) {
+    if (tasks.length > 0) {
+      console.log(`  ${status}: ${tasks.length}`)
+      for (const t of tasks) {
+        console.log(`    - ${t.title} (claimed: ${t.claimed_by || 'none'})`)
+      }
+    }
+  }
+}
+
+main().catch(console.error)

package/skills/audit-financials/SKILL.md

@@ -0,0 +1,33 @@
+---
+name: audit-financials
+description: Compare staged financials against confirmed income statements and report accuracy per month
+---
+
+## Purpose
+Verifies data accuracy between `stg_financials_raw` (staged from NetSuite XLSM/CSV) and `confirmed_income_statements` (from NetSuite income statement CSVs). This is the most critical financial health check — every data session should start by running this.
+
+## Inputs
+- **months** (optional): Comma-separated YYYY-MM strings to filter (e.g., `2026-01,2025-12`). Omit for all months.
+- **tolerance** (optional): Dollar tolerance for match detection. Default `1.00`.
+
+## Steps
+1. Call `lib/returnpro/audit.ts::runAuditComparison(months?, tolerance?)` to fetch and compare data
+2. Paginate all `stg_financials_raw` rows (amount is TEXT — parseFloat)
+3. Paginate all `confirmed_income_statements` rows
+4. Aggregate staging by `account_code|YYYY-MM` key
+5. Compare each overlapping account: exact match, sign-flip match, or mismatch (within tolerance)
+6. Compute accuracy = (exactMatch + signFlipMatch) / overlap * 100
+
+## Output
+Per-month table:
+
+| Month | Confirmed | Staged | Match | Mismatch | Accuracy |
+|-------|-----------|--------|-------|----------|----------|
+| 2026-01 | 189 | 91 | 83 | 8 | 91.2% |
+
+Plus total staging rows and confirmed rows counts.
+
+Flag any month below 100% accuracy — investigate mismatches and identify root causes.
+
+## Environment
+Requires: `RETURNPRO_SUPABASE_URL`, `RETURNPRO_SUPABASE_SERVICE_KEY`

package/skills/board-create/SKILL.md

@@ -0,0 +1,28 @@
+---
+name: board-create
+description: Create a new task on the kanban board
+---
+
+## Purpose
+Adds a new task to the project board. Agents use this to break work into trackable subtasks.
+
+## Inputs
+- **project** (optional): Project slug. Default: `optimal-cli-refactor`
+- **title** (required): Task title
+- **description** (optional): Detailed task description
+- **priority** (optional): 1=urgent, 2=high, 3=normal, 4=low. Default: 3
+- **skill** (optional): Skill that should handle this task (e.g. `/audit-financials`)
+- **labels** (optional): Comma-separated labels
+- **blocked_by** (optional): Comma-separated task IDs that must complete first
+
+## Steps
+1. Call `lib/kanban.ts::createTask(input)` with provided params
+2. Return the created task ID and title
+
+## Output
+```
+Created task: {id} — "{title}" (priority {priority}, status backlog)
+```
+
+## Environment
+Requires: `OPTIMAL_SUPABASE_URL`, `OPTIMAL_SUPABASE_SERVICE_KEY`

package/skills/board-update/SKILL.md

@@ -0,0 +1,27 @@
+---
+name: board-update
+description: Update a task's status, assignment, or metadata on the kanban board
+---
+
+## Purpose
+Moves tasks through the kanban lifecycle. Agents call this to claim work, mark completion, or flag blockers.
+
+## Inputs
+- **task_id** (required): UUID of the task to update
+- **status** (optional): New status (backlog, ready, in_progress, blocked, review, done, canceled)
+- **agent** (optional): Agent name to assign (e.g. `claude-code`, `carlos`)
+- **priority** (optional): New priority (1-4)
+- **message** (optional): Log message describing the update
+
+## Steps
+1. Call `lib/kanban.ts::updateTask(taskId, updates)`
+2. Call `lib/kanban.ts::logActivity(taskId, { agent, action: 'status_change', message })`
+3. Return updated task summary
+
+## Output
+```
+Updated task {id}: status → {status}, agent → {agent}
+```
+
+## Environment
+Requires: `OPTIMAL_SUPABASE_URL`, `OPTIMAL_SUPABASE_SERVICE_KEY`