Reports Admin Flow

Pillar 9 of 11 · KPIs · Exec summaries · Council mode = auto · 9 read-only tools

01 User Input 02 Routing & Council Decision 03 Tool Layer (read-only) 04 Aggregated Views 05 Response User Question "Q4 spend by category?" Pillar = reports_admin R85 ROLE_FILTERS · reports scope Intent classifier compare_customers · payment_reconcili… Decision Few-shot R89 · report precedents Council = auto escalates if complex compare_ customer_pricing + _with_validation pair get_ar_aging + list_active_programs list_open_fulfillments / receipts + list_pricing_anomalies + get_annota… transactions agg rollups by class/dept pricing_ customer_prices + customer_programs executive summary card KPI pattern Citations API table + chart spec Response exec card + breakdown table ai_audit_log + council_runs + chat_messages Legend User UI Worker / agent D1 table / store CF binding Tool / action External system Policy / gate

Tools available (9, read-only)

  • • compare_customer_pricing + _with_validation
  • • get_vendor_cost_with_validation
  • • get_ar_aging
  • • list_active_programs · list_pricing_anomalies
  • • list_open_fulfillments / receipts
  • • get_annotation

Council = auto

  • • Simple lookups → single-model
  • • Cross-cutting / multi-source → escalates to council_v2
  • • Auto-decide cuts cost (~$0.001 vs $0.007)

Output patterns

  • • Exec summary card (R45 pattern)
  • • Breakdown table by class/dept
  • • Chart spec (rendered client-side)
  • • Citations to underlying records

Workflow diagram • Built with Archify • Press T for theme and E for export