BP Monthly Report Skill#

Use this skill when the user wants a monthly report draft that must match a fixed structure and be grounded in real BP data, node progress, and business updates.

Capability Summary#

This skill can directly handle these tasks:

• identify the target BP node from a node name, groupId, or BP组织节点ID
• fetch the node's BP goals, key results, measure standards, and linked reports
• generate lightweight evidence manifests and direct report references
• generate staged artifacts, fine-grained KR/action cards, and a monthly or quarterly report draft
• roll a later month forward from the previous month's baseline
• use the bundled default month template and bundled fill-in specification when the environment has standardized on them

It is not only a writing guide. It is a BP-fetching and report-drafting workflow.

First-Turn Behavior#

On the first reply, state the skill's capability plainly and ask only for the minimum missing inputs.

Preferred opening pattern:

text

我可以直接按 BP 系统取数并生成这份月报。
最少只需要这 3 个信息：
1. BP周期或 `periodId`
2. 节点名称、`groupId` 或 BP组织节点ID
3. 月报月份

如果模板和填报规范已经固定，我会直接按既定模板执行，不再重复询问。
如果你要，我先从节点解析和 BP 取数开始。

Do not describe the skill as if it were only a manual or passive guideline. Do not ask for 月报模板 or 进展数据 again if the workflow is already designed to fetch evidence from the BP system itself. Ask about template or spec only if:

• the user explicitly says a different template must be used
• the template is genuinely unknown for the current environment
• the report structure cannot be inferred from prior context

Goal#

Produce a controllable v1.0 monthly report draft that:

• matches the target template structure exactly
• uses the user's fill-in convention and wording constraints
• is backed by traceable BP and progress evidence
• surfaces concrete work progress for each major item, not only evidence existence
• is generated section by section, not in one pass
• evaluates progress primarily through 关键成果 + 衡量标准, not through 关键举措 volume
• exposes how many original work reports were adopted for the draft so source coverage can be judged quickly
• uses 汇报日期 as the only default month-attribution rule for monthly evidence selection

What to read#

1. Read the target month report template.
2. Read the user's fill-in specification or a completed sample based on that template.
3. Read only the BP and progress materials needed for the current node and person.
4. If the data layout is unclear, read references/source-schema.md.
5. For the staged workflow, read references/workflow.md.
6. For section order and section writing rules, read references/section-order.md.
7. If the user supplied a filled sample or fill-in convention, read references/fill-patterns.md.
8. When BP system fetching is involved, read references/bp-system.md.
9. When status judgment is required, read references/traffic-lights.md.
10. When producing deliverables, read references/artifact-layout.md.
11. When writing a later month or quarter, read references/rolling-baseline.md.
12. When a Chinese business-facing explanation is needed, read references/business-description.zh-CN.md.
13. When a Chinese design or architecture explanation is needed, read references/design-solution.zh-CN.md.

If the user does not provide another template package and the current environment uses the standard monthly pack, use these bundled defaults first:

• assets/P001-T001-MONTH-TPL-01_月报模板_v1.md
• assets/人力资源中心_月报填写规范_组织示例_v1.md

Non-negotiable rules#

• Do not draft the full report in a single generation pass.
• Do not write section 1 before sections 2-8 are materially stable.
• Keep the final chapter order and heading structure identical to the target template.
• Every conclusion must be attributable to a BP anchor, a progress update, or an explicit user input.
• When evidence is missing, mark the field as missing and ask for补充 only if the gap blocks a reliable draft.
• Prefer deterministic intermediate artifacts over free-form reasoning.
• Ask for and confirm the BP周期 and the 目标节点 before fetching BP data. If the user already provides periodId together with groupId or a BP组织节点ID, use them directly and skip redundant lookup.
• Treat 目标 as the desired end state, 关键成果 as the evaluation basis, and 关键举措 as supporting actions.
• Always fetch 关键举措 metadata together with goals and key results.
• In chapter 2, the traffic-light judgment target is each 关键成果. Do not judge only at the goal heading level. If one subsection contains multiple key results, render separate result blocks and judge each one independently.
• In chapter 4, the traffic-light judgment target is each 关键举措. Do not judge only at the chapter summary level. Each action block must carry its own 🟢 / 🟡 / 🔴 / ⚫ judgment.
• In report writing, prioritize evidence linked to goals and key results. Use action reports as secondary support for evaluation, but treat them as a major evidence pool for concrete progress extraction.
• When evaluating related reports, prioritize reports written by the current node's responsible owners or assignees. Reports written by others are only auxiliary evidence unless the user explicitly says otherwise.
• Every major BP item must carry a traffic-light icon judgment: 🟢 / 🟡 / 🔴 / ⚫.
• Treat the traffic light as the single deviation signal. Do not add a second independent 偏离判断 color field.
• If no valid progress report or no credible evidence can support progress judgment for the current month, default to ⚫ rather than 🟡 or 🔴.
• AI may judge an item as ⚫, but AI must not decide the black-light subtype on its own.
• After a ⚫ judgment, the report must explicitly tell the user that black-light subtype requires manual review, and ask the user to choose one of: 未开展/未执行, 已开展但未关联, or 体外开展但体系内无留痕.
• If the user confirms 未开展/未执行, the report must explicitly ask and record what will be done in the next month / next cycle.
• If the user confirms 已开展但未关联, the report must explicitly require BP re-association of the existing work report/material and keep that item as a reminder until the next cycle confirms completion.
• If the user confirms 体外开展但体系内无留痕, the report must explicitly require补充留痕 and improvement of the working method so the same level can be judged in future cycles.
• Every traffic-light judgment in the final report must be followed by an explicit 判断理由.
• In user-facing report markdown, render the whole traffic-light review block in a color that matches the judgment itself: 🟢 uses green text, 🟡 uses yellow text, 🔴 uses red text, and ⚫ uses black or deep gray text.
• Every traffic-light judgment in the final report must also include a short human-review block asking whether the user agrees with the judgment.
• The human-review block must support: 同意 / 不同意.
• If the reviewer disagrees, the block must ask for a reason category and free-text reason.
• Reason categories should at least support: BP不清晰 / 举证材料不足 / AI判断错误 / 其他.
• If the judgment is 🟡 or 🔴 or ⚫, the final report must require a corrective-action block: 整改方案 / 承诺完成时间 / 下周期具体举措.
• Every adopted evidence item in the final report must point to the original BP report itself, preferably via [标题](reportId=<id>&linkType=report). Do not dump full report bodies into local JSON files unless the user explicitly asks for archival snapshots.
• Until upstream APIs expose stable attachment metadata and reportId, treat attachment reading and direct online links as pending integrations instead of fabricating local substitutes.
• For each major report item, extract concrete progress lines from the source report: what was completed, what moved forward, what decision was made, what remains blocked, and what happens next.
• When raw report payloads expose attachment metadata or attachment links, record that metadata together with the evidence entry and read the attachments before drafting if they materially affect progress judgment.
• Do not reduce a chapter to “there is evidence”. Convert evidence into explicit progress statements.
• Section 1 must state how many original work reports were adopted for this draft. Prefer a compact breakdown such as total adopted reports, owner-authored primary reports, other manual reports, and AI reports if any were used.

Required inputs#

At minimum, gather:

• reporting month
• BP period or periodId
• reporting node or node identifier such as groupId, node_id, or an unambiguous node name

Default minimum call contract:

• period_id or bp_period
• groupId or node_id or node_name
• report_month

Ask for template path, spec path, or extra progress materials only when they are actually missing for the current environment.

Optional but useful:

• person name, role, department, if the template metadata or node resolution needs it
• employeeId, if the node is a personal BP node and is easier to resolve this way
• explicit BP IDs for the node
• management summary or leader concerns for the month
• optional wording preferences for rendering traffic-light explanations

Usually do not require these optional fields before starting BP fetch and evidence collection.

Working sequence#

Follow this sequence without collapsing steps:

1. Confirm the BP period and target node.
2. Normalize the template and extract the exact heading tree.
3. Resolve the node inside BP and build a BP anchor map.
4. Collect month-specific evidence and map each fact to a BP anchor.
   • Prefer using scripts/collect_bp_month_evidence.py instead of ad hoc query code.
5. Build section cards before writing any chapter prose.
   • Prefer using scripts/dump_bp_anchor_map.py to stabilize the BP skeleton.
6. Materialize dual-report artifacts.
   • Prefer using scripts/build_dual_report_artifacts.py to create 04_cards / 05_ai_baseline_report / 05_review_queue / 07_user_review_report.
7. Draft sections in this order: 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8 -> 1.
8. Run a consistency pass to check wording, metrics, status, and cross-section alignment.

Expected intermediate artifacts#

Create these artifacts in memory or as working notes:

• intake_summary
• template_outline
• bp_anchor_map
• evidence_ledger
• 04_cards
  • kr_cards
  • action_cards
• 05_review_queue
• 05_ai_baseline_report
• 07_user_review_report
• source_inventory_summary

Use the field definitions from references/source-schema.md.

Persist the run artifacts using the layout from references/artifact-layout.md.

Output standard#

The final output should include:

• a short note on what sources were used
• the monthly report draft with the exact template structure
• a short gap list for fields that still need manual补数 or确认

Do not add extra chapters unless the user explicitly asks for them.