Report Template Generator

Report Template Generator

Guide the user through designing a new report template, then save it as a named example in the report skill's template library for future reuse.

No MCP dependencies — this is a design and authoring skill.

What this skill produces

A new HTML example file added to:

skills/report/assets/templates/<report-type>/examples/<YYYY-MM-DD>-<name>.html

Once saved, this example appears as an option the next time the user generates a report of that type. The report skill will ask "Which example should I base this on?" and include the new template.

Phase 1: Understand the report

Interview the user to define what this template is for:

1. Report type — which base type does this extend?

   • decarb-roadmap — decarbonization roadmap
   • bps-compliance — BPS / regulatory compliance
   • acquisition-dd — acquisition due diligence
   • Or propose a new type if none fit

2. Template name — a short slug (e.g., "minimal-layout", "investor-summary", "full-detail")

3. Audience — who reads this? (client, internal team, investors, regulators)

4. Sections — what major sections should it include? Offer suggestions based on the report type, but let the user drive.

5. Visual style — any specific branding preferences beyond the Audette defaults? Read references/branding.md for the standard palette and typography.

Keep this conversational. Extract from context what you can and confirm rather than re-asking.

Phase 2: Design the template

Using the agreed structure, describe what each section should look like. For each section:

• What data does it display?
• What charts or tables?
• How much detail vs. summary?

Reference references/example-template.md to show the user what a well-structured template looks like.

Reference references/example-schema.json to explain how data fields map to template placeholders.

Show the user a description of the proposed layout and get approval before building.

Phase 3: Build the HTML

Generate a complete self-contained HTML file for this template. Requirements:

• Self-contained — no external file references except Chart.js CDN
• Embeds sample data — use realistic placeholder values so the user can evaluate the layout without needing real building data
• Follows design tokens from skills/report/assets/design-tokens.md
• Chart.js from CDN: https://cdn.jsdelivr.net/npm/chart.js
• Font: DM Sans from Google Fonts
• Print-ready: includes @media print styles, correct page margins

The sample data should be realistic for the report type:

• A real-sounding building name, address, and archetype
• Plausible numbers (EUI, emissions, costs) drawn from the report type's typical ranges
• All sections populated — no empty or placeholder-only sections

Show the HTML as an artifact and ask: "Does this layout work, or would you like any changes?"

Phase 4: Iterate

If the user requests changes:

• Cosmetic (colors, font sizes, layout) → regenerate immediately
• Structural (new sections, different charts) → discuss, then regenerate

Keep iterating until the user says the layout is right.

Phase 5: Save

Once approved, save the HTML to:

skills/report/assets/templates/<report-type>/examples/<YYYY-MM-DD>-<name>.html

Then update the manifest at:

skills/report/assets/templates/<report-type>/manifest.md

Add an entry to the examples table:

| `<YYYY-MM-DD>-<name>.html` | [brief description] |

Confirm to the user:

"Saved as <path>. It will appear as an option next time you generate a [report type] report."

Remind them to commit and push:

git add skills/report/assets/templates/<type>/examples/<file>.html \
        skills/report/assets/templates/<type>/manifest.md
git commit -m "feat(report): add <name> template example"
git push

Rules

• Always show the proposed layout and get approval before saving
• Use realistic sample data — templates with empty sections are not useful as examples
• The saved HTML must be completely self-contained (open it in a browser to verify)
• Update the manifest every time you save a new example
• The template must work for all buildings of the given type, not just the sample property