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notis-reports

notis-reports

github.com/mindthefloDocuments099 installsUpdated today
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About notis-reports

A skill for reading, creating, and revising reports in Notis. It distinguishes saved HTML pages from interactive Space views and provides workflows for preserving report identity, checking rendered output, and sharing only when requested.

Key features

  1. 01Read and render existing reports
  2. 02Save HTML pages in a Space
  3. 03Create interactive reports with typed parameters
  4. 04Revise reports while preserving identity
  5. 05Verify deployed views and links

Use cases

  1. 01Inspecting a report for a selected period
  2. 02Saving a finished HTML report
  3. 03Building an interactive report from live data

MCP support

The skill refers to hosted MCP documentation for notis-apps and uses Notis view-finding and rendering operations to read reports.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/mindtheflo/notis-skills --skill notis-reports

After installing, type/notis-reportsin Claude Code to confirm it loaded.

Bundled filesagents/openai.yaml

Details

From the project README

Notis Reports

A report is either a saved page or an interactive view, not a separate UI system:

  • Saved page or report (self-contained HTML, or a finished report the user wants to keep): a page in the most appropriate Space, by default a note in the Notis reports folder of Notis Notes. See Save an HTML page or report.
  • Interactive report (typed params such as a period, live data reads): an independently authored Space view with its own source, data declarations and memory policy. Editing one report must not replace an unrelated view.

Pages and reports saved before Spaces are kept in Notis Notes too, with their stored format: HTML pages open full screen and preserved report records render as reports. If sibling references are unavailable in your harness, load notis-apps by name.

Read an existing report

Use native data tools when they answer the question. For live figures, charts, filters, HTML or visual inspection, load notis-apps and follow its Read and render guide (hosted MCP: notis://docs/notis-apps/references/reading.md).

Resolve the exact report period and current view link with LOCAL_NOTIS_FIND_VIEWS, then render it with LOCAL_NOTIS_RENDER_VIEW. Inspect Markdown and image output. Reading does not regenerate historical figures or authorize source/data changes.

Save an HTML page or report

Save the page in the most appropriate Space: the one the user names, or the Space the work belongs to when it keeps pages. Otherwise save it in the Notis reports folder of Notis Notes (or the Notes folder the user names); the Save HTML Skill creates the folder when it is missing. "All notes" hides these notes; each folder shows everything in it.

  1. Save it with the Skill that Space ships for its pages. In Notes that is the Save HTML Skill: it creates the note (title, type "Report" or "HTML page", folder), uploads the original bytes with the generic native file tool, attaches the returned file with a separate revision-checked update, reads the note back and returns its link. This guide does not duplicate that workflow.
  2. A correction updates the same page through the same Skill, never a near-duplicate. A report record preserved from before Spaces cannot be rewritten by any tool: save the corrected version as a new page in the same folder and keep the original.
  3. Upload success alone is not a saved page, and a file URL is not the page link. Return the page's link in its Space, which opens it full screen.
  4. Keep the page private. Only when asked, use Share to create a public link for that one page. A report preserved from before Spaces cannot be shared.
  5. When the page goes to Notes and Notis Notes is not installed, suggest installing it. Never save the page outside a Space: no website, public paste or file host, or sandbox download link. There is no separate HTML or report save tool.

Create or revise an interactive report

  1. Reconcile identity first. Find the existing report Space for a requested correction. Preserve the selected identity and revision; a similarly named report is not the same artifact.
  2. For a new independent report, follow notis-apps View authoring, Design and Delivery. Declare the report's period/selection as typed params, its real data in shows or declared actions, clear source context, and a suitable memory policy.
  3. Choose captured results, live reads or both according to the user's request. Historical results stay captured unless revision was requested. Keep units, periods, method and source links visible. Provide <RenderChartData> with the actual chart values for precise Markdown extraction.
  4. Build, verify with fictional fixtures and inspect EN/FR at 390px/1440px. Then deploy the checked source within the user's authorization, read back its revision and render the actual saved view. A preview is not the deliverable of record.
  5. Return the current view-qualified link and the exact verification boundary. Store publication is separate from saving the authorized report Space update.

Optional passive feedback

Use Context sharing for selected text, comments or annotations the user wants to bring back to an agent. Feedback is reference context, not execution approval, and does not itself send a message.

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