htekdev/copilot-home-assistant/weekly-summary-format

Weekly Summary Format Skill

Canonical format and data-gathering procedure for the weekly planning session (typically Sunday evening).

When to Use

• Sunday evening weekly planning session (via weekly-planner agent or cron)
• When {{PARENT_1}} asks "what's my week look like?"
• Any time a comprehensive week overview is needed

Data Gathering Procedure

Step 1 — Week in Review (Past Week)

list_tasks(status: "done", due_date_after: "[last Monday]", due_date_before: "[today]")
list_tasks(status: "pending", due_date_before: "[today]")  # Carryover / overdue

Step 2 — Upcoming Calendar (Next 7 Days)

gcal_upcoming(days: 7)
workiq-ask_work_iq(question: "What meetings does {{PARENT_1}} have next week?")

Combine both calendars. Label sources: 🏠 Personal | 💼 Work.

Step 3 — Priority Tasks

list_tasks(status: "pending", priority: "urgent")
list_tasks(status: "pending", priority: "high")
list_tasks(status: "pending", due_date_before: "[next Sunday]")

Step 4 — Meal Plan Status

get_meal_plan()  # Current/upcoming week

If empty → note that meal planning is needed.

Step 5 — Financial Snapshot

get_spending_summary(start_date: "[first of month]")
# Check for bills due this week
list_tasks(category: "finance", status: "pending", due_date_before: "[next Sunday]")

Step 6 — Home Maintenance

maintenance_due(within_days: 14)

Step 7 — Family Health / NICU (if applicable)

Pull from nicu-care working memory or health-coach context for any upcoming appointments, medication refills, or milestone dates.

Output Format (Telegram)

📋 Weekly Summary — Week of [Monday date]
 
🔙 Last Week
✅ Completed: X tasks
⚡ Highlights: [top 2-3 accomplishments]
⏳ Carried over: X tasks
 
📅 This Week
[Day] — [key events, labeled 🏠/💼]
[Day] — [key events]
...
 
🎯 Priority Tasks
🔴 [urgent items]
🟡 [high items]
📋 [count] total pending
 
🍽️ Meals
[status — planned/needs planning]
 
💰 Finance
• MTD spending: $X
• Bills due: [list or "none"]
• Budget status: [on track / over in X category]
 
🏠 Home
• [maintenance items due soon]
 
👶 Health/NICU
• [relevant updates]
 
---
Let's make it a great week! 🚀

Delivery Rules

• Telegram to {{PARENT_1}} with speak parameter: "Here's your weekly summary. You completed X tasks last week. This week you have Y events and Z priority tasks."
• Keep the message scannable — bullet points, emojis for section headers
• If the message exceeds ~2000 chars, split into 2 messages (review + upcoming)

Consuming Agents

• weekly-planner — Primary consumer (Sunday evening cron)
• checkin — May produce a condensed version during Monday morning check-in
• Main session — When {{PARENT_1}} asks for a week overview

Integration with Other Skills

• `calendar-availability` — Dual-calendar merge for schedule section
• `time-awareness` — Compute week boundaries correctly
• `budget-reporting` — Financial snapshot format
• `daily-briefing-format` — Similar structure, daily scope
• `task-ordering` — Priority sorting for task section