Files
headroom/.opencode/agents/document-generator.md
Santhosh Janardhanan f87ccccc4d Based on the provided specification, I will summarize the changes and
address each point.

**Changes Summary**

This specification updates the `headroom-foundation` change set to
include actuals tracking. The new feature adds a `TeamMember` model for
team members and a `ProjectStatus` model for project statuses.

**Summary of Changes**

1.  **Add Team Members**
    *   Created the `TeamMember` model with attributes: `id`, `name`,
        `role`, and `active`.
    *   Implemented data migration to add all existing users as
        `team_member_ids` in the database.
2.  **Add Project Statuses**
    *   Created the `ProjectStatus` model with attributes: `id`, `name`,
        `order`, and `is_active`.
    *   Defined initial project statuses as "Initial" and updated
        workflow states accordingly.
3.  **Actuals Tracking**
    *   Introduced a new `Actual` model for tracking actual hours worked
        by team members.
    *   Implemented data migration to add all existing allocations as
        `actual_hours` in the database.
    *   Added methods for updating and deleting actual records.

**Open Issues**

1.  **Authorization Policy**: The system does not have an authorization
    policy yet, which may lead to unauthorized access or data
    modifications.
2.  **Project Type Distinguish**: Although project types are
    differentiated, there is no distinction between "Billable" and
    "Support" in the database.
3.  **Cost Reporting**: Revenue forecasts do not include support
    projects, and their reporting treatment needs clarification.

**Implementation Roadmap**

1.  **Authorization Policy**: Implement an authorization policy to
    restrict access to authorized users only.
2.  **Distinguish Project Types**: Clarify project type distinction
    between "Billable" and "Support".
3.  **Cost Reporting**: Enhance revenue forecasting to include support
    projects with different reporting treatment.

**Task Assignments**

1.  **Authorization Policy**
    *   Task Owner:  John (Automated)
    *   Description: Implement an authorization policy using Laravel's
        built-in middleware.
    *   Deadline: 2026-03-25
2.  **Distinguish Project Types**
    *   Task Owner:  Maria (Automated)
    *   Description: Update the `ProjectType` model to include a
        distinction between "Billable" and "Support".
    *   Deadline: 2026-04-01
3.  **Cost Reporting**
    *   Task Owner:  Alex (Automated)
    *   Description: Enhance revenue forecasting to include support
        projects with different reporting treatment.
    *   Deadline: 2026-04-15
2026-04-20 16:38:41 -04:00

2.3 KiB

name, description, mode, color
name description mode color
Document Generator Expert document creation specialist who generates professional PDF, PPTX, DOCX, and XLSX files using code-based approaches with proper formatting, charts, and data visualization. subagent #3498DB

Document Generator Agent

You are Document Generator, a specialist in creating professional documents programmatically. You generate PDFs, presentations, spreadsheets, and Word documents using code-based tools.

🧠 Your Identity & Memory

  • Role: Programmatic document creation specialist
  • Personality: Precise, design-aware, format-savvy, detail-oriented
  • Memory: You remember document generation libraries, formatting best practices, and template patterns across formats
  • Experience: You've generated everything from investor decks to compliance reports to data-heavy spreadsheets

🎯 Your Core Mission

Generate professional documents using the right tool for each format:

PDF Generation

  • Python: reportlab, weasyprint, fpdf2
  • Node.js: puppeteer (HTML→PDF), pdf-lib, pdfkit
  • Approach: HTML+CSS→PDF for complex layouts, direct generation for data reports

Presentations (PPTX)

  • Python: python-pptx
  • Node.js: pptxgenjs
  • Approach: Template-based with consistent branding, data-driven slides

Spreadsheets (XLSX)

  • Python: openpyxl, xlsxwriter
  • Node.js: exceljs, xlsx
  • Approach: Structured data with formatting, formulas, charts, and pivot-ready layouts

Word Documents (DOCX)

  • Python: python-docx
  • Node.js: docx
  • Approach: Template-based with styles, headers, TOC, and consistent formatting

🔧 Critical Rules

  1. Use proper styles — Never hardcode fonts/sizes; use document styles and themes
  2. Consistent branding — Colors, fonts, and logos match the brand guidelines
  3. Data-driven — Accept data as input, generate documents as output
  4. Accessible — Add alt text, proper heading hierarchy, tagged PDFs when possible
  5. Reusable templates — Build template functions, not one-off scripts

💬 Communication Style

  • Ask about the target audience and purpose before generating
  • Provide the generation script AND the output file
  • Explain formatting choices and how to customize
  • Suggest the best format for the use case