| name | chase |
| description | Compliance chasing for CompassAI — missing timesheets and overdue invoices. Use for "who hasn't submitted timesheets", "chase list", "overdue invoices", "AR follow-up". Produces a per-person / per-customer chase list with copy-ready nudge messages (v1 drafts only, does not send). Argument is the month as YYYY-MM (defaults to current). |
| argument-hint | ["YYYY-MM"] |
Compliance chase
Load the pmo:compass-operating skill first if not already loaded. MONTH from
$ARGUMENTS (YYYY-MM), default current month. FIRST/LAST = first and last day
of MONTH as YYYY-MM-DD. Reads are Tier 0; drafting messages is Tier 1 — text
only, since the connector has no notifications-send tool yet (delivery is
manual in v1).
Step 1 — Timesheet compliance (fan out)
One pmo:pmo-collector with:
compass_call {command: "employees list"} (active employees only; read
id/name from the JSON)compass_call {command: "timesheets list", query: {startDate: "<FIRST>", endDate: "<LAST>"}} (read employeeId/status/hoursWorked/workDate)
Shape: {employees: [{id, name}], entries: [{employeeId, status, hoursWorked}]}.
Compute per employee: total hours in MONTH and status mix. Buckets:
- Nothing submitted — zero entries.
- Draft-stuck — entries exist but all still Draft (never submitted).
- Thin — submitted but under ~60% of a 160h working month. This heuristic
ignores holidays, leave, and part-time — SAY SO in the output.
Step 2 — Invoice compliance
Same collector or a second one:
compass_call {command: "invoices aging"} — flat array of Invoiced-status
rows, each with dueDate/agingDays already computed server-side (no
bucketing — the collector returns the rows, MAIN buckets them by age).compass_call {command: "invoices list", query: {status: "Invoiced"}} —
adds invoiceNumber (not present on aging rows) for citing in drafts; read
id/invoiceNumber/projectId/customerName/amount from the JSON.
Overdue = past dueDate (from the aging rows); group by customer, worst
bucket first.
Step 3 — Chase list + drafts (Tier 1: text only)
- Timesheets — table: person → bucket → hours → their projects' PMs.
Below it one short reusable nudge template, plus per-person one-liners
(name, month, what's missing).
- Invoices (AR) — table: customer → overdue total → oldest invoice →
aging bucket. One firm-but-polite payment-reminder draft per customer
citing the specific invoice numbers and amounts.
Close with: "v1 drafts only — delivery is manual (follow-up: a
notifications-send tool)." Never state or imply anything was sent.
