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fix report stats: populate task counts from kanban #340

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fix report stats: populate task counts from kanban #340

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42b6219
fix report stats: populate task counts from kanban
Apr 21, 2026
dafa598
karen report: drop kanban fetch and task sections, model uses kanban …
Apr 27, 2026
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60 changes: 10 additions & 50 deletions flexus_simple_bots/karen/karen_bot.py
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Original file line number Diff line number Diff line change
Expand Up @@ -152,35 +152,15 @@
"refund_amount": {"type": "number", "order": 7, "title": "Refund Amount"},
},
},
"section02-tasks": {
"type": "object",
"title": "Tasks",
"properties": {
"tasks_completed": {"type": "integer", "order": 0, "title": "Completed"},
"tasks_success": {"type": "integer", "order": 1, "title": "Success"},
"tasks_failed": {"type": "integer", "order": 2, "title": "Failed"},
"tasks_inconclusive": {"type": "integer", "order": 3, "title": "Inconclusive"},
"tasks_irrelevant": {"type": "integer", "order": 4, "title": "Irrelevant"},
},
},
"section03-notes": {
"section02-notes": {
"type": "object",
"title": "Notes",
"properties": {
"notable_incidents": {"type": "string", "order": 0, "title": "Notable Incidents"},
"setup_problems": {"type": "string", "order": 1, "title": "Setup Problems"},
"what_people_asked": {"type": "string", "order": 2, "title": "What People Asked"},
},
},
"section04-resolution-summary": {
"type": "object",
"title": "Resolution Outcomes",
"properties": {
"resolved_success": {"type": "integer", "order": 0, "title": "Resolved: Success"},
"resolved_fail": {"type": "integer", "order": 1, "title": "Resolved: Fail"},
"resolved_inconclusive": {"type": "integer", "order": 2, "title": "Resolved: Inconclusive"},
"resolved_escalated": {"type": "integer", "order": 3, "title": "Resolved: Escalated"},
"sentiment_notes": {"type": "string", "order": 4, "title": "Sentiment Notes"},
"sentiment_notes": {"type": "string", "order": 3, "title": "Sentiment Notes"},
"task_resolution_summary": {"type": "string", "order": 4, "title": "Task Resolution Summary"},
},
},
}
Expand All @@ -189,9 +169,9 @@
strict=True,
name="karen_report",
description=(
"Generate a daily or weekly report. Queries CRM, deals, orders, and kanban, "
"Generate a daily or weekly report. Queries CRM, deals, and orders, "
"saves a schemed policy document to /support/reports/YYYYMMDD-daily or YYYYMMDD-weekly. "
"Returns collected data so you can fill in the notes section and save the final document."
"Returns collected data so you can ask kanban for task counts, fill in the notes section, and save the final document."
),
parameters={
"type": "object",
Expand Down Expand Up @@ -342,13 +322,6 @@ async def handle_report(
refunds = await ckit_erp.erp_table_data(http, "com_refund", ws_id, erp_schema.ComRefund, filters=f"refund_created_ts:>=:{ts0}", limit=1000)
refund_amount = float(sum(r.refund_amount for r in refunds))

all_tasks = await ckit_kanban.bot_get_all_tasks(http, pid)
done_tasks = [t for t in all_tasks if t.ktask_done_ts >= ts0]
by_code = {}
for t in done_tasks:
c = (t.ktask_resolution_code or "UNKNOWN").upper()
by_code[c] = by_code.get(c, 0) + 1

data = {
"section01-crm": {
"new_contacts": len(new_contacts),
Expand All @@ -360,24 +333,12 @@ async def handle_report(
"refunds": len(refunds),
"refund_amount": refund_amount,
},
"section02-tasks": {
"tasks_completed": 0,
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@humbertoyusta humbertoyusta Apr 27, 2026

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if we delete the zeroes does the model knows where to store the counts?

"tasks_success": 0,
"tasks_failed": 0,
"tasks_inconclusive": 0,
"tasks_irrelevant": 0,
},
"section03-notes": {
"section02-notes": {
"notable_incidents": "",
"setup_problems": "",
"what_people_asked": "",
},
"section04-resolution-summary": {
"resolved_success": by_code.get("SUCCESS", 0),
"resolved_fail": by_code.get("FAIL", 0),
"resolved_inconclusive": by_code.get("INCONCLUSIVE", 0),
"resolved_escalated": by_code.get("ESCALATED", 0),
"sentiment_notes": "",
"task_resolution_summary": "",
},
}

Expand All @@ -398,10 +359,9 @@ async def handle_report(

return (
"✍️ %s\nmd5=%s\n\n%s\n\n"
"Task stats (section02-tasks) are zero — fill them using your kanban search tool. "
"Resolution outcomes (section04-resolution-summary) are pre-filled from resolution codes; add sentiment_notes if patterns stand out. "
"Then fill in notes. Use flexus_policy_document(op=\"update_at_location\", "
"args={\"p\": \"%s\", \"expected_md5\": \"%s\", \"updates\": [[\"karen-report.section02-tasks.tasks_completed\", ...], ...]})"
"CRM and order stats are pre-filled. Use flexus_kanban_advanced(op=\"status\") to get task counts and resolution codes, "
"then fill in the notes section. Save with flexus_policy_document(op=\"update_at_location\", "
"args={\"p\": \"%s\", \"expected_md5\": \"%s\", \"updates\": [[\"karen-report.section02-notes.notable_incidents\", ...], ...]})"
) % (path, result.md5_after, doc_text, path, result.md5_after)


Expand Down