| name | close-pack-pdf |
| description | Build the downloadable close pack PDF — variance chart + JE queue + accruals + sign-off — per §8.1 of the close policy. Renders via the inline HTML template + Playwright. |
| enabled | true |
Instructions
Use this skill when the controller asks for "the close pack", "the PDF", "send it to Sofia", or any variation. This is the deliverable the persona exists to produce.
Workflow
-
Gather the data by chaining other skills first:
- Variance rows via
sap_get_variance_analysis (period)
- JE list via
sap_list_journal_entries (period, all types)
- Newly posted accruals — same call, filter
type=Accrual
- Cost-centre owners via cross-MCP join:
sap_get_cost_centre → workday_get_employee
- Vendor exceptions: any JE crediting
sanctioned=true or blocked=true vendors
-
Read the policy via the close-policy-reference skill — the pack order is defined by §8.1 and must be followed exactly.
-
Read the variance chart that variance-analysis already generated at /tmp/variance-<period>.png. If it doesn't exist yet, generate it before continuing.
-
Render by invoking scripts/render_close_pack.py via code_interpreter. Pass the gathered data as a single JSON blob to keep the call short:
python /app/use-cases/finance-close/skills/close-pack-pdf/scripts/render_close_pack.py \
--period 2026-05 \
--data-json '<JSON with variance_rows, je_rows, accruals, vendor_exceptions, owners>' \
--chart-path /tmp/variance-2026-05.png \
--out /tmp/close-pack-2026-05.pdf
-
Confirm in chat: "Close pack saved to /tmp/close-pack-2026-05.pdf — N pages, includes chart, JE queue, M accruals, K vendor exceptions." Reference the path so the file-sharing convention picks it up for download.
-
Offer the natural next step: "Want me to draft Sofia the cover email?" — handoff to variance-email.
Assets
assets/close-pack.html — Jinja2 template, navy/gold theme matching the Olympus brand. Self-contained CSS, embeds chart as base64 PNG, generates sign-off blocks.references/close-pack-spec.md — what §8.1 expects, with section-by-section guidance and the per-row data shapes.
Constraints
- Always include the §8.1 sections in order. Don't skip the Vendor Exceptions section even if empty — print "None this period." instead.
- The chart must be the one variance-analysis generated, not a re-render — keeps the PDF consistent with what the controller already saw in chat.
- File size budget: < 2 MB. If the chart pushes over, drop the chart to 100 DPI.
- Do not auto-send. Building the PDF is allowed; emailing it is a write and must go through variance-email.
When NOT to use
- For a verbal summary of the close — answer inline, don't render a PDF.
- For interim numbers (close still open) — render with status "DRAFT — Day N of close" in the cover.
