Unified Module Specification: Auto Report
The Auto Report module automates the generation of complex narrative and data-driven reports using LLMs. It ingests data from multiple satellite modules, processes it via custom prompts, and delivers structured reports on a schedule or on-demand.
v1.0 — ApprovedPlatform: VENI-AI ShellDomain: Automation & Insights
1. Module Overview
Auto Report is designed to reduce the manual effort involved in recurring organizational reporting (e.g., Weekly HR Summaries, Monthly Asset Audits). By combining structured data from VENI-AI modules with the narrative capabilities of LLMs, it produces professional, ready-to-use reports.
- Primary Goal: Automate recurring narrative and analytical reporting.
- Secondary Goal: Provide a centralized history of organizational snapshots and trends.
2. Specification Navigation
| Section | Focus | Audience |
|---|---|---|
| Technical Specification | Architecture, Stack, Security | Developers, DevOps |
| Database Schema | Tables, ERDs, Types | Developers, DBAs |
| API Reference | REST Endpoints, Contracts | Integrators, Frontend Devs |
| Functional Requirements | Features, REQ IDs | BAs, Testers |
3. Functional Requirements (SRS)
3.1 Template Management (TEMPLATE)
- REQ-AR-001: System MUST allow defining Report Templates with name, data source, and LLM prompt.
- REQ-AR-002: System MUST support multiple output formats: Narrative, Bullet Summary, and Table + Narrative.
3.2 Automated Generation (SCHEDULING)
- REQ-AR-003: System MUST support cron-based scheduling (Daily, Weekly, Monthly).
- REQ-AR-004: System MUST provide a Run Now manual trigger for one-off generation.
- REQ-AR-005: System MUST maintain a full Run History with success/failure status and logs.
3.3 Data Ingestion (CONNECTORS)
- REQ-AR-006: System MUST ingest data from internal satellite modules (HRM, Drive, Document).
- REQ-AR-007: System MUST truncate data snapshots to fit LLM Context Windows (default 16k tokens).
3.4 Delivery (OUTPUT)
- REQ-AR-008: System MUST deliver reports via In-app Notifications and Email.
- REQ-AR-009: System MUST support PDF Export identical to the web view.
4. Feature Specifications (Deep Dives)
Detailed specifications for each core feature:
5. Non-Functional Requirements (NFR)
5.1 Performance
- NFR-AR-PER-001: Report generation MUST complete within 3 minutes.
- NFR-AR-PER-002: PDF generation latency MUST be < 10 seconds for standard reports.
5.2 Reliability
- NFR-AR-REL-001: Failed runs MUST capture and display actionable error messages to admins.
- NFR-AR-REL-002: Data ingestion MUST handle partial failures gracefully (e.g., skip one file if S3 is down but continue with others).