| name | delivery-presentation |
| description | Build a client-facing HTML slide deck (Soapbox marketing brand, clickable slides + fullscreen) to present ANY deliverable — decarb plan, RSRA, portfolio analysis, retrofit plan, GRESB submission. v2 = the INITIAL PRESENTATION (open items expected, revisions collected); a 'final presentation' variant will follow. v2.0.0 |
Delivery Presentation — Initial Presentation
Turn a deliverable into the deck for the FIRST client walkthrough. This is the initial
presentation: open items and pending decisions are expected, and the deck's job is to surface
them and collect revisions — not to declare the work finished. (A separate 'final
presentation' deck type will exist later for the post-revision close-out; do not improvise one.)
The deck's purpose (drives every slide)
- Familiarize the client with the asset.
- Talk through methodology — and highlight assumptions and unknowns.
- Talk through what we found.
- Evaluate options — scenarios side by side, tradeoffs explicit.
- Collect additional feedback — the deck ends by asking for it.
When to use
- First delivery of any engagement deliverable; gate reviews / interim readouts.
How it renders
Same client-render path as all named reports:
fill_report(artifact_id, template: 'delivery-presentation', data: { deck: {...}, slides: [...] })
REVISIONS ARE DATA-ONLY — this is a hard rule. To change a rendered deck, call
fill_report(same artifact_id, template, updated_data) with the new JSON payload and NOTHING
else. NEVER save_file a hand-built deck, and NEVER hand-edit the inlined template HTML or
reproduce its markup / chart / waterfall renderers — the template (fetched fresh from GitHub on
every ) owns all layout and rendering. Hand-rebuilding is what mangles charts, drops
blocks like the value bridge, and reintroduces overflow; it also bypasses template fixes (a baked
artifact does NOT pick up template updates — only a re- does). You only ever touch the
data payload. Same discipline as the decarb render gate — see [[decarb-plan-workflow]].
