Fewshot Attempt 02

Crescent Arts Collective — Finance Ops Reporting Skill

Environment & API Usage

• Base URL: Use GDPEVO_ENV_BASE_URL from environment_access.md; never default to localhost.
• Endpoint families:
  • /api/finance/branches, /period-map, /accounts, /records — for branch/region close and management packages.
  • /api/compensation/rate-book, /rosters, /scenarios — for compensation summaries and forecasts.
  • /api/payroll/rate-book, /productions — for weekly payroll reviews.
• Strategy: Fetch all referenced endpoints, cache by entity ID, and compute in memory. Most reports need joined data (e.g., branches + records + period-map, or productions + rate-book + roster).

Fiscal Period Convention

• M1–M12 map to FY2024.
• M13–M24 map to FY2025.
• current_month / prior_month are literal period labels (e.g., "M24", "M23").
• FY boundaries are fixed; do not derive from calendar date.

Calculation Rules

• Currency: round to 2 decimals (standard round(value, 2)).
• Percents / ratios / growth rates: round to 4 decimals (e.g., 0.2459).
• EBITDA margin: ebitda / revenue.
• Revenue growth: (fy2025_revenue - fy2024_revenue) / fy2024_revenue.
• EBITDA growth: (fy2025_ebitda - fy2024_ebitda) / fy2024_ebitda.
• MoM variance: current_period_revenue - prior_period_revenue; percent = amount / prior_period_revenue.
• Regional reconciliation variance: sum of branch-level figures minus region-level figure; expect 0.0 when data is clean.
• ARPU and sales_per_labor_headcount: treated as currency (2 decimals).

Ranking & Ordering

• Branch rankings (sales growth, EBITDA, ARPU) are descending (rank_desc).
  • Rank 1 = highest value.
  • Ties: use stable branch-ID order or the API’s implicit order; the skill should be deterministic.
• Lists:
  • branch_ids: ascending alphanumeric unless a rank field states otherwise.
  • per_musician: ordered by musician_id ascending.
  • conflict_flags: sorted alphabetically.
  • pay_types: preserve rate-book order or list ascending if unspecified.

Payroll Conflict Flags

• Detectable from production schedule + roster + rate-book rules:
  • REHEARSAL_EARLY_START
  • REHEARSAL_LATE_END
  • SERVICE_OVER_TIME_LIMIT
  • SOUND_CHECK_DURATION_MISMATCH
• Only emit flags that are actually triggered; empty list [] if none.

Compensation Patterns

• Pay types (from rate book): Minimum Weekly Scale, Titled Position Premium, Seniority, Overscale.
• Quarter totals: Q1–Q4 derived from roster start/end dates and weekly scale rules.
• Annual total: sum of all pay-type annual totals.
• Largest pay type: by annual total (or by Y+2 total for forecasts).
• Largest growth pay type: by absolute or percent growth between years; return the enum string exactly.
• Roster counts:
  • combined_overscale_employee_count: employees with any overscale entry.
  • partial_quarter_employee_count: employees whose service does not cover a full quarter.

Output Field Conventions

• Return exactly one JSON object with all required top-level keys from the answer template.
• Never omit a required key; use 0 or 0.0 for missing currency, 0 for missing counts, [] for empty lists.
• Do not include extra keys beyond the template.
• When a field is an enum (e.g., largest_pay_type), match the exact template string.

Common Pitfalls

• Do not compute FY from calendar year; use the fixed M1–M12 / M13–M24 mapping.
• Do not round intermediate values; round only at the final output step to avoid compounding error.
• Check for zero denominators before division; if zero, output 0.0 for the percent/ratio field.
• Reconciliation: verify that branch-level aggregates equal the region total before returning region_reconciliation_variance.
• Musician categories in per_musician: include only nonzero categories.
• Service counts: map exact service type strings from the production schedule to integer counts.