chase

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)

1. 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).
2. 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.