# Generate Annual Schedule > This skill should be used when the user asks to "generate annual schedule", "update annual schedule", "create year schedule", "rebuild schedule", "refresh schedule from spreadsheet", "create full-year view", "build annual camp plan", "consolidate all camp days", "combine summer and PA days", or needs to produce a consolidated annual schedule covering summer, PA days, winter break, and March break from spreadsheet data and school calendar. Generates both markdown and Excel output. Use when this capability is needed. - Skill: `tomevault-io/generate-annual-schedule` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add tomevault-io/generate-annual-schedule` - Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/generate-annual-schedule/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Data & Analytics - Author: tomevault-io (https://skillmd.com/u/tomevault-io) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/tomevault-io/generate-annual-schedule --- # Generate Annual Schedule ## Overview **Locate research directory:** Read `.claude/kids-camp-planner.local.md` to get the `research_dir` path (default: `camp-research`). All user data paths below are relative to this directory. The family profile is at `/family-profile.md`. Generate a consolidated annual camp schedule that combines all school-break periods into a single view. Reads summer assignments from the spreadsheet's Daily Schedule tab, looks up non-summer dates from the school calendar, applies provider assignments for PA days and breaks, and produces both a markdown schedule and an updated spreadsheet with an "Annual Schedule" tab. ## When to Use - After the summer schedule is built (Daily Schedule tab populated) - When PA day, winter break, or March break plans are finalized - To refresh the annual view after any schedule changes - To produce a full-year cost summary ## Workflow ### Step 1: Gather Inputs Read the family profile from `/family-profile.md` for: - Children's names - School board Locate the required files: - **Spreadsheet**: The budget xlsx (e.g., `examples/sample-budget.xlsx`) with Provider Comparison and Daily Schedule tabs - **School calendar**: The school board's calendar file in `${CLAUDE_PLUGIN_ROOT}/skills/camp-planning/references/school-calendars/` ### Step 2: Confirm Non-Summer Assignments The summer schedule comes from the spreadsheet. For non-summer periods, confirm or accept defaults: | Period | Default Provider | Override? | |--------|-----------------|-----------| | PA Days | City of Toronto | Ask user if different | | Winter Break | YMCA Cedar Glen | Ask user if different | | March Break | YMCA Cedar Glen | Ask user if different | | Fall Break | Same as --break-provider | Ask user if different | Ask the user: "For PA days I'll use City of Toronto ($62/day) and for winter/March/fall breaks I'll use YMCA Cedar Glen ($87/day). Want to change any of these?" If children need **different providers** on specific days (e.g., Emma does Science Camp for a PA day while Liam does YMCA), create an overrides JSON file. Every day can have a different provider per child — see the `--overrides` argument below. **Check calendar staleness:** Before running the script, read the calendar file header and check for staleness. Extract the school year from the `## YYYY-YYYY School Year` header. Parse the end year (e.g., 2026 from "2025-2026"). If the current date is after September 1 of that end year, warn: *"Calendar data for [board] is from [year]. The current year may have different PA days and breaks. Would you like to search for updated calendar data?"* If the user says yes, run the 3-Tier School Calendar Lookup to find updated data before proceeding. ### Step 3: Run the Generator Script ```bash python3 ${CLAUDE_PLUGIN_ROOT}/skills/generate-annual-schedule/scripts/generate_annual_schedule.py \ --xlsx examples/sample-budget.xlsx \ --calendar ${CLAUDE_PLUGIN_ROOT}/skills/camp-planning/references/school-calendars/public-boards/tcdsb.md \ --children "Emma,Liam" \ --pa-day-provider "City of Toronto" \ --break-provider "YMCA Cedar Glen" \ --output-md /annual-schedule-2025-2026.md \ --update-xlsx ``` For per-child, per-day provider assignments, add an overrides file: ```bash python3 ${CLAUDE_PLUGIN_ROOT}/skills/generate-annual-schedule/scripts/generate_annual_schedule.py \ --xlsx examples/sample-budget.xlsx \ --calendar ${CLAUDE_PLUGIN_ROOT}/skills/camp-planning/references/school-calendars/public-boards/tcdsb.md \ --children "Emma,Liam" \ --pa-day-provider "City of Toronto" \ --break-provider "YMCA Cedar Glen" \ --overrides /schedule-overrides.json \ --output-md /annual-schedule-2025-2026.md \ --update-xlsx ``` **Arguments:** - `--xlsx`: Path to the budget spreadsheet (reads Provider Comparison + Daily Schedule tabs) - `--calendar`: Path to the school calendar markdown file - `--children`: Comma-separated children's names (must match spreadsheet column headers) - `--pa-day-provider`: Default provider for PA day coverage (must exist in Provider Comparison tab) - `--break-provider`: Default provider for winter break and March break (must exist in Provider Comparison tab) - `--fall-break-provider`: Default provider for fall break coverage (defaults to same as `--break-provider`; must exist in Provider Comparison tab) - `--overrides`: Optional JSON file with per-child, per-date provider overrides (see below) - `--output-md`: Path for the generated markdown file - `--update-xlsx`: Flag to add/replace "Annual Schedule" tab in the spreadsheet **Overrides JSON format:** The overrides file lets you assign different providers to each child on any date. Children not listed for a date fall back to the period default (`--pa-day-provider` or `--break-provider`). Summer dates can also be overridden (replacing the spreadsheet assignment for that child). ```json { "2025-09-26": {"Emma": "Science Camp Toronto", "Liam": "YMCA Cedar Glen"}, "2025-10-10": {"Liam": "YMCA Cedar Glen"}, "2025-12-22": {"Emma": "City of Toronto"}, "2026-03-16": {"Emma": "Science Camp Toronto", "Liam": "City of Toronto"} } ``` All provider names in the overrides file must exist in the Provider Comparison tab. **Multi-school families:** If children attend different schools, pass per-child calendars: ```bash python3 ${CLAUDE_PLUGIN_ROOT}/skills/generate-annual-schedule/scripts/generate_annual_schedule.py \ --xlsx examples/sample-budget.xlsx \ --calendar "Emma:${CLAUDE_PLUGIN_ROOT}/.../tdsb.md" \ --calendar "Liam:${CLAUDE_PLUGIN_ROOT}/.../gist.md" \ --children "Emma,Liam" \ --pa-day-provider "City of Toronto" \ --break-provider "YMCA Cedar Glen" \ --output-md /annual-schedule-2025-2026.md \ --update-xlsx ``` On days where only some children are off school, the others show "In school" with $0 cost. ### Step 4: Review Output The script produces: **Markdown file** with: - Period-by-period sections (Summer, each PA Day, School Holidays, Fall Break, Winter Break, March Break) - Day-by-day tables with per-child camp assignments and costs - Period subtotals - Annual summary table with total days and costs **Updated spreadsheet** with: - New "Annual Schedule" tab covering all ~64 days - Dynamic column layout matching Daily Schedule: 3 prefix + (N x 6 child block) + 1 daily total (supports 1-4 children) - VLOOKUP formulas referencing Provider Comparison tab for costs - SUM formulas for totals - Existing 4 tabs preserved untouched ### Step 5: Present Summary Show the user the annual summary: ``` Annual Schedule Generated: - Summer 2025: 40 days - PA Days: 7 days - School Holidays: 5 days - Winter Break: 7 days - March Break: 5 days - Total: 64 days Files updated: - /annual-schedule-2025-2026.md - examples/sample-budget.xlsx (Annual Schedule tab added) ``` ## What the Script Reads ### From Provider Comparison tab (cols A-M, rows 4+): - Provider names and daily rates (camp fee, before care, after care, lunch, total) - Supports up to 3 rate sections: Summer, PA Day, and Break (Winter/March/Fall) - PA Day and Break columns are optional; when empty, summer rates are used as fallback ### From Daily Schedule tab (dynamic columns, rows 4-43): - Date, week number, and camp name per child (up to 4 children) - Column layout: 3 prefix cols (Date, Day, Week#) + 6 cols per child + 1 Daily Total - For 2 children: cols A-P (16 cols); for 3: cols A-V (22 cols); for 4: cols A-AB (28 cols) - These are the summer assignments (40 rows) ### From school calendar markdown: - PA day dates and purposes (from `### PA Days - Elementary` table) - School holidays — single-day holidays like Thanksgiving, Family Day, Good Friday, Easter Monday, Victoria Day (from `### Holidays & Breaks`) - Fall break dates, if applicable (from `Fall Break` row in `### Holidays & Breaks`) - Winter break dates (from `Christmas Break` row in `### Holidays & Breaks`) - March break dates (from `Mid-Winter Break (March Break)` row) ## Output Format See `${CLAUDE_PLUGIN_ROOT}/examples/sample-annual-schedule.md` for the complete output format. ## Additional Resources ### Scripts - **`scripts/generate_annual_schedule.py`** - Read spreadsheet + calendar, generate annual schedule markdown and xlsx tab. Supports `--update-xlsx` to add Annual Schedule tab to existing spreadsheet. ### Related Skills - **Plan Summer**: Build the summer daily schedule that feeds into the annual view - **Plan PA Days**: Look up PA day dates and find coverage programs - **Plan March Break**: Plan March break camp coverage - **Budget Optimization**: Calculate costs and apply discounts --- > Converted and distributed by [TomeVault](https://tomevault.io/claim/reggiechan74) — claim your Tome and manage your conversions.