feat: add reports-and-presentations plugin

.claude-plugin/marketplace.json

@@ -32,7 +32,12 @@
     {
       "name": "product-development",
       "source": "./plugins/product-development",
-      "description": "Product development skills for Glific — tech design docs, implementation specs, and ticket breakdowns"
+      "description": "Product development skills for Glific - tech design docs, implementation specs, and ticket breakdowns"
+    },
+    {
+      "name": "reports-and-presentations",
+      "source": "./plugins/reports-and-presentations",
+      "description": "Report generation skills for Glific - monthly and quarterly review decks"
     }
   ]
 }

plugins/reports-and-presentations/.claude-plugin/plugin.json

@@ -0,0 +1,8 @@
+{
+  "name": "reports-and-presentations",
+  "version": "0.1.0",
+  "description": "Report generation skills for Glific — monthly and quarterly review decks",
+  "author": {
+    "name": "Radhika Bhagwat"
+  }
+}

plugins/reports-and-presentations/README.md

@@ -0,0 +1,12 @@
+# Reports and Presentations
+
+Skills for generating Glific's internal review decks.
+
+| Skill | What it does |
+|-------|-------------|
+| `glific-monthly-review` | Generates the monthly review PPTX for any given month, pulling live data from Google Sheets and GitHub |
+| `glific-quarterly-review` | Generates the quarterly review PPTX for any quarter, aggregating KPIs from the KPI tracker spreadsheet across the quarter's months |
+
+## Setup
+
+These skills require the Google Drive MCP to be connected.

plugins/reports-and-presentations/skills/glific-monthly-review/references/data-sources.md

@@ -0,0 +1,90 @@
+# Glific Monthly Review — Data Sources Reference
+
+## Google Sheets
+
+### KPI Master Sheet
+- **File ID**: `1K6gkFSU2TGf9bNRE0gFGiDXqKQhiXKHIoJjzABcDeFg` *(replace with actual)*
+- **Sheet**: "KPI Dashboard" (or the tab containing all KPI rows)
+- MCP tool: `read_file_content` with the file ID
+
+| Section | KPI Labels to Find | Notes |
+|---|---|---|
+| Overall | Orgs on Glific, WhatsApp messages sent/month, Active orgs (last 30d), Active contacts, CSP MRR, Consulting Revenue YTD, Other Revenue YTD | Row labels in column A, values in the current month column |
+| Biz Dev | Leads in pipeline, SQLs, Demos done, Proposals sent, Deals closed, MRR new this month | |
+| CS Consulting | Consulting Revenue (month), Consulting Revenue (YTD), Churn Rate, Consulting Org Names | Org names may be a comma-separated list in one cell |
+| CS Support | P0 issues (count + avg resolution hrs), P1 issues (count + avg resolution hrs), # of Incidents | # of Incidents cell should have a hyperlink to the Drive incidents folder |
+| Platform | Deployments/week, Uptime %, Critical bugs open | |
+
+---
+
+### Biz Dev Tracker Sheet
+- **File ID**: `1BizDevTrackerFileIdHere` *(replace with actual)*
+- **Sheet tab**: "Monthly Tracker" or similar
+- **Column layout**: Column A = category/label; monthly columns across the top (e.g., "Apr 2026", "May 2026")
+- **What to extract**: Rows under "This Month Updates" and "Next Month Plan" for the target month column
+
+> ⚠️ **Size warning**: This sheet is large (~230K chars). After reading, save to a temp file and use Python to filter:
+> ```bash
+> python3 -c "
+> import sys, json
+> data = open('/tmp/bizdev_raw.txt').read()
+> lines = [l for l in data.splitlines() if 'month' in l.lower() or 'update' in l.lower() or 'plan' in l.lower()]
+> print('\n'.join(lines[:100]))
+> "
+> ```
+
+---
+
+### CS / Product Tracker Sheet
+- **File ID**: `1CSProductTrackerFileIdHere` *(replace with actual)*
+- **Sheet tab**: "CS Updates" or "Monthly" or similar
+- **Column layout**: Column A = section (CS Consulting / Platform); subsequent columns = months
+- **What to extract**:
+  - CS Consulting rows → `csConsulting.thisMonth` and `csConsulting.nextMonth`
+  - Blog/release notes row → `platformOps.monthlyUpdates` (append to GitHub PR list)
+- **Previous month column**: For CS Consulting updates, read the **previous month's** column (the month before the target month)
+
+---
+
+## GitHub
+
+### Repositories to check
+
+| Repo | Purpose | Endpoint |
+|---|---|---|
+| `glific/docs` | Documentation PRs → CS Support docUpdates | `https://api.github.com/repos/glific/docs/pulls?state=closed&per_page=20` |
+| `glific/glific` | Backend PRs → Platform monthly updates | `https://api.github.com/repos/glific/glific/pulls?state=closed&per_page=30` |
+| `glific/glific-frontend` | Frontend PRs → Platform monthly updates | `https://api.github.com/repos/glific/glific-frontend/pulls?state=closed&per_page=30` |
+
+### Filtering PRs by month
+After fetching, filter by `merged_at` date falling within the target month:
+```python
+import json, sys
+from datetime import datetime
+
+month_str = "2026-04"   # change to target month YYYY-MM
+prs = json.loads(open('/tmp/prs_raw.json').read())
+filtered = [
+    pr['title'] for pr in prs
+    if pr.get('merged_at') and pr['merged_at'].startswith(month_str)
+]
+print(json.dumps(filtered, indent=2))
+```
+
+### Platform GitHub Project Board (Next Month)
+- **URL**: `https://github.com/orgs/glific/projects/8/views/16`
+- **Note**: Page is client-rendered (JavaScript). `web_fetch` returns an empty shell.
+- **Fallback**: Use Claude in Chrome MCP:
+  ```
+  mcp__Claude_in_Chrome__navigate  → URL above
+  mcp__Claude_in_Chrome__get_page_text  → extract "In Progress" / "Next Sprint" items
+  ```
+
+---
+
+## Data Compilation Notes
+
+- **Overall slide updates** (right panel): Synthesise 0–3 bullets from the other 4 slides — pick the most impactful highlights, not raw data.
+- **CS Consulting org names**: If the KPI cell is a comma-separated list, split into individual org names for the KPI row value.
+- **Platform monthly updates deduplication**: Merge CS/Product sheet blog bullets + glific/glific PRs + glific-frontend PRs, then deduplicate any that mention the same feature.
+- **# of Incidents hyperlink**: When building the `csSupport.kpis` array, set `labelHyperlink` to the Google Drive incidents folder URL found in the KPI sheet cell's hyperlink.

plugins/reports-and-presentations/skills/glific-monthly-review/scripts/create_deck.js

@@ -0,0 +1,268 @@
+/**
+ * Glific Monthly Review — PPTX Generator
+ * Usage: node create_deck.js <data.json> [output.pptx]
+ *
+ * data.json must match the schema documented in SKILL.md Step 3.
+ */
+
+const fs   = require("fs");
+const path = require("path");
+const pptxgen = require("pptxgenjs");
+
+// ─── CLI args ────────────────────────────────────────────────────────────────
+const dataPath = process.argv[2];
+const outName  = process.argv[3] || "glific_monthly_review.pptx";
+
+if (!dataPath) {
+  console.error("Usage: node create_deck.js <data.json> [output.pptx]");
+  process.exit(1);
+}
+
+const D = JSON.parse(fs.readFileSync(dataPath, "utf8"));
+const MONTH_YEAR = `${D.month} ${D.year}`;
+
+// ─── COLOR PALETTE ───────────────────────────────────────────────────────────
+const C = {
+  teal:     "028090",
+  darkTeal: "01535D",
+  deepTeal: "00404A",
+  white:    "FFFFFF",
+  offWhite: "F4FAFB",
+  lightTeal:"D0EBEE",
+  accent:   "02C39A",
+  textDark: "1A2E32",
+  textMid:  "374649",
+  textLight:"6B8F93",
+  headerBg: "013C45",
+};
+
+// ─── LAYOUT CONSTANTS ────────────────────────────────────────────────────────
+const W        = 10;
+const H        = 5.625;
+const HEADER_H = 0.65;
+const PANEL_Y  = HEADER_H;
+const PANEL_H  = H - HEADER_H;
+const LEFT_W   = 3.2;
+const RIGHT_X  = LEFT_W;
+const RIGHT_W  = W - LEFT_W;
+const PAD      = 0.22;
+
+// ─── HELPERS ─────────────────────────────────────────────────────────────────
+
+function addHeader(slide, title) {
+  slide.addShape(pres.shapes.RECTANGLE, {
+    x: 0, y: 0, w: W, h: HEADER_H,
+    fill: { color: C.headerBg }, line: { color: C.headerBg }
+  });
+  slide.addText(title, {
+    x: PAD, y: 0, w: W - PAD * 2, h: HEADER_H,
+    fontSize: 20, bold: true, color: C.white,
+    fontFace: "Calibri", valign: "middle", align: "left", margin: 0
+  });
+}
+
+function addLeftPanel(slide, label) {
+  slide.addShape(pres.shapes.RECTANGLE, {
+    x: 0, y: PANEL_Y, w: LEFT_W, h: PANEL_H,
+    fill: { color: C.darkTeal }, line: { color: C.darkTeal }
+  });
+  slide.addText(label, {
+    x: PAD, y: PANEL_Y + 0.12, w: LEFT_W - PAD * 2, h: 0.38,
+    fontSize: 10, bold: true, color: C.accent,
+    fontFace: "Calibri", valign: "middle", align: "left",
+    charSpacing: 1.5, margin: 0
+  });
+  slide.addShape(pres.shapes.RECTANGLE, {
+    x: PAD, y: PANEL_Y + 0.52, w: LEFT_W - PAD * 2, h: 0.018,
+    fill: { color: C.teal }, line: { color: C.teal }
+  });
+}
+
+function addRightPanel(slide, label) {
+  slide.addShape(pres.shapes.RECTANGLE, {
+    x: RIGHT_X, y: PANEL_Y, w: RIGHT_W, h: PANEL_H,
+    fill: { color: C.offWhite }, line: { color: C.offWhite }
+  });
+  slide.addShape(pres.shapes.RECTANGLE, {
+    x: RIGHT_X, y: PANEL_Y, w: 0.04, h: PANEL_H,
+    fill: { color: C.teal }, line: { color: C.teal }
+  });
+  slide.addText(label, {
+    x: RIGHT_X + 0.12, y: PANEL_Y + 0.12, w: RIGHT_W - 0.2, h: 0.38,
+    fontSize: 12, bold: true, color: C.teal,
+    fontFace: "Calibri", valign: "middle", align: "left",
+    charSpacing: 1.5, margin: 0
+  });
+  slide.addShape(pres.shapes.RECTANGLE, {
+    x: RIGHT_X + 0.12, y: PANEL_Y + 0.52, w: RIGHT_W - 0.24, h: 0.018,
+    fill: { color: C.lightTeal }, line: { color: C.lightTeal }
+  });
+}
+
+function addKpiRows(slide, kpis, startY) {
+  const ROW_H  = 0.52;
+  const labelX = PAD;
+  const labelW = LEFT_W - PAD * 2;
+  kpis.forEach((kpi, i) => {
+    const y = startY + i * ROW_H;
+    if (i % 2 === 0) {
+      slide.addShape(pres.shapes.RECTANGLE, {
+        x: 0.08, y: y, w: LEFT_W - 0.1, h: ROW_H - 0.04,
+        fill: { color: "013843" }, line: { color: "013843" }
+      });
+    }
+    const labelOpts = {
+      x: labelX, y: y + 0.03, w: labelW, h: 0.22,
+      fontSize: 8, color: C.lightTeal,
+      fontFace: "Calibri", valign: "top", align: "left", margin: 0
+    };
+    if (kpi.labelHyperlink) labelOpts.hyperlink = { url: kpi.labelHyperlink };
+    slide.addText(kpi.label, labelOpts);
+    const val      = kpi.value != null ? String(kpi.value) : "—";
+    const valColor = kpi.highlight ? C.accent : C.white;
+    slide.addText(val, {
+      x: labelX, y: y + 0.24, w: labelW, h: 0.24,
+      fontSize: kpi.highlight ? 13 : 11, bold: !!kpi.highlight,
+      color: valColor, fontFace: "Calibri",
+      valign: "top", align: "left", margin: 0
+    });
+  });
+}
+
+function bulletRuns(items, fontSize) {
+  return items.map((text, i) => ({
+    text,
+    options: {
+      bullet: true,
+      breakLine: i < items.length - 1,
+      fontSize: fontSize || 12,
+      color: C.textDark,
+      fontFace: "Calibri",
+      paraSpaceAfter: 3
+    }
+  }));
+}
+
+function addSectionLabel(slide, text, y) {
+  slide.addText(text, {
+    x: RIGHT_X + 0.15, y, w: RIGHT_W - 0.3, h: 0.27,
+    fontSize: 12, bold: true, color: C.teal,
+    fontFace: "Calibri", valign: "top", align: "left", margin: 0
+  });
+}
+
+function addBullets(slide, items, y, h) {
+  if (!items || items.length === 0) return;
+  slide.addText(bulletRuns(items), {
+    x: RIGHT_X + 0.12, y, w: RIGHT_W - 0.25, h,
+    valign: "top", margin: 0
+  });
+}
+
+// ─── PRESENTATION ────────────────────────────────────────────────────────────
+const pres = new pptxgen();
+pres.layout = "LAYOUT_16x9";
+pres.title  = `Glific Monthly Review - ${MONTH_YEAR}`;
+
+// ══════════════════════════════════════════════════════════
+// SLIDE 1 — TITLE
+// ══════════════════════════════════════════════════════════
+const s0 = pres.addSlide();
+s0.background = { color: C.deepTeal };
+
+s0.addShape(pres.shapes.RECTANGLE, {
+  x: 0, y: 3.7, w: W, h: 0.06,
+  fill: { color: C.accent }, line: { color: C.accent }
+});
+s0.addShape(pres.shapes.RECTANGLE, {
+  x: 0, y: 4.9, w: W, h: 0.725,
+  fill: { color: C.headerBg }, line: { color: C.headerBg }
+});
+s0.addShape(pres.shapes.RECTANGLE, {
+  x: 0, y: 0, w: 0.18, h: H,
+  fill: { color: C.teal }, line: { color: C.teal }
+});
+s0.addText("Glific Monthly Review", {
+  x: 0.5, y: 1.1, w: 9, h: 1.2,
+  fontSize: 44, bold: true, color: C.white,
+  fontFace: "Calibri", align: "center", valign: "middle", margin: 0
+});
+s0.addText(MONTH_YEAR, {
+  x: 0.5, y: 2.5, w: 9, h: 0.7,
+  fontSize: 28, bold: false, color: C.accent,
+  fontFace: "Calibri", align: "center", valign: "middle", margin: 0
+});
+s0.addText("Project Tech4Dev  ·  Glific Platform", {
+  x: 0.5, y: 4.95, w: 9, h: 0.38,
+  fontSize: 11, color: C.lightTeal,
+  fontFace: "Calibri", align: "center", valign: "middle", margin: 0
+});
+
+// ══════════════════════════════════════════════════════════
+// SLIDE 2 — OVERALL UPDATE
+// ══════════════════════════════════════════════════════════
+const s1 = pres.addSlide();
+addHeader(s1, `Glific Overall Update — ${MONTH_YEAR}`);
+addLeftPanel(s1, "GOAL KPIs");
+addRightPanel(s1, "MONTHLY UPDATES");
+addKpiRows(s1, D.overall.kpis, PANEL_Y + 0.6);
+addBullets(s1, D.overall.updates, PANEL_Y + 0.62,
+  PANEL_H - 0.62 - 0.1);
+
+// ══════════════════════════════════════════════════════════
+// SLIDE 3 — BIZ DEV & MARKETING
+// ══════════════════════════════════════════════════════════
+const s2 = pres.addSlide();
+addHeader(s2, `Biz Dev & Marketing — ${MONTH_YEAR}`);
+addLeftPanel(s2, "BIZ DEV KPIs");
+addRightPanel(s2, "MONTHLY UPDATES");
+addKpiRows(s2, D.bizdev.kpis, PANEL_Y + 0.6);
+
+addSectionLabel(s2, "This Month", PANEL_Y + 0.62);
+addBullets(s2, D.bizdev.thisMonth, PANEL_Y + 0.89, 1.7);
+addSectionLabel(s2, "Next Month", PANEL_Y + 2.7);
+addBullets(s2, D.bizdev.nextMonth, PANEL_Y + 2.97, 1.7);
+
+// ══════════════════════════════════════════════════════════
+// SLIDE 4 — CUSTOMER SUCCESS - CONSULTING
+// ══════════════════════════════════════════════════════════
+const s3 = pres.addSlide();
+addHeader(s3, `Customer Success - Consulting — ${MONTH_YEAR}`);
+addLeftPanel(s3, "CS CONSULTING KPIs");
+addRightPanel(s3, "MONTHLY UPDATES");
+addKpiRows(s3, D.csConsulting.kpis, PANEL_Y + 0.6);
+
+addSectionLabel(s3, "This Month", PANEL_Y + 0.62);
+addBullets(s3, D.csConsulting.thisMonth, PANEL_Y + 0.89, 1.7);
+addSectionLabel(s3, "Next Month", PANEL_Y + 2.7);
+addBullets(s3, D.csConsulting.nextMonth, PANEL_Y + 2.97, 1.7);
+
+// ══════════════════════════════════════════════════════════
+// SLIDE 5 — CUSTOMER SUCCESS - SUPPORT
+// ══════════════════════════════════════════════════════════
+const s4 = pres.addSlide();
+addHeader(s4, `Customer Success - Support — ${MONTH_YEAR}`);
+addLeftPanel(s4, "CS SUPPORT KPIs");
+addRightPanel(s4, "DOCUMENTATION UPDATES");
+addKpiRows(s4, D.csSupport.kpis, PANEL_Y + 0.6);
+
+addBullets(s4, D.csSupport.docUpdates, PANEL_Y + 0.62, PANEL_H - 0.72);
+
+// ══════════════════════════════════════════════════════════
+// SLIDE 6 — PLATFORM
+// ══════════════════════════════════════════════════════════
+const s5 = pres.addSlide();
+addHeader(s5, `Platform — ${MONTH_YEAR}`);
+addLeftPanel(s5, "PLATFORM KPIs");
+addRightPanel(s5, "MONTHLY UPDATES");
+addKpiRows(s5, D.platformOps.kpis, PANEL_Y + 0.6);
+
+addSectionLabel(s5, "Monthly Updates", PANEL_Y + 0.62);
+addBullets(s5, D.platformOps.monthlyUpdates, PANEL_Y + 0.89, 1.9);
+addSectionLabel(s5, "Next Month", PANEL_Y + 2.9);
+addBullets(s5, D.platformOps.nextMonth, PANEL_Y + 3.17, 1.7);
+
+// ─── WRITE FILE ──────────────────────────────────────────────────────────────
+pres.writeFile({ fileName: outName })
+  .then(() => console.log(`✅  Created: ${outName}`))
+  .catch(err => { console.error("❌  Error:", err); process.exit(1); });