From fc7a0814ba138f566b2a334ad664fec6d0aa8c96 Mon Sep 17 00:00:00 2001 From: Jheison Martinez Bolivar Date: Fri, 13 Nov 2026 12:05:55 -0500 Subject: [PATCH] feat(templates): add consultation-report template --- README.md | 1 + consultation-report/assets/pergamino.jpg | Bin 0 -> 34523 bytes consultation-report/main.tex | 312 ++++++++++++++++++++ consultation-report/sections/english.tex | 127 ++++++++ consultation-report/sections/french.tex | 2 + consultation-report/sections/german.tex | 2 + consultation-report/sections/italian.tex | 2 + consultation-report/sections/portuguese.tex | 2 + consultation-report/sections/spanish.tex | 127 ++++++++ consultation-report/spell-whitelist.txt | 11 + consultation-report/template.toml | 113 +++++++ registry.toml | 5 + 12 files changed, 704 insertions(+) create mode 100644 consultation-report/assets/pergamino.jpg create mode 100644 consultation-report/main.tex create mode 100644 consultation-report/sections/english.tex create mode 100644 consultation-report/sections/french.tex create mode 100644 consultation-report/sections/german.tex create mode 100644 consultation-report/sections/italian.tex create mode 100644 consultation-report/sections/portuguese.tex create mode 100644 consultation-report/sections/spanish.tex create mode 100644 consultation-report/spell-whitelist.txt create mode 100644 consultation-report/template.toml diff --git a/README.md b/README.md index c8797da..12d9a0f 100644 --- a/README.md +++ b/README.md @@ -14,6 +14,7 @@ All templates support **multi-language output** via the `{{language}}` placehold | `article` | Single-column academic article with running heads and author affiliations | 0.4.0 | | `audit-report` | Security and usage audit report with a band cover, severity-coded findings, risk matrix, fix roadmap and evidence catalogue | 0.1.0 | | `book` | Long-form book layout with epigraphs and front matter | 0.3.0 | +| `consultation-report` | Written record of a paid consultation session: questions, findings, prioritised recommendations, resources, next steps and raw notes | 0.1.0 | | `contract` | Services agreement layout with parties block, numbered clauses, annexes and signature block; clause text is for you to write | 0.1.0 | | `cv` | Curriculum vitae — clean, ATS-friendly résumé | 0.2.0 | | `general` | Editorial foundation for essays and other documents; serif type and spaced paragraphs | 0.4.0 | diff --git a/consultation-report/assets/pergamino.jpg b/consultation-report/assets/pergamino.jpg new file mode 100644 index 0000000000000000000000000000000000000000..8832e41adce21be3f54d691c9794b7c3c6b6022d GIT binary patch literal 34523 zcmb4qX;@P0+wX$Fa4JARQ&X`pFf=W-a+?8yDP#g-f-{ySspXJct;`9WD>I}rEirIt zTdAp8TPqxDr&-QcYG!Sl+?8&pO3kzSpZC1yT<5yZhqLqxvWDlmpZho5_j+7@zWf?M zGM!zW0SE*DAm9(MJOnraYA_fa22+E>;c9AXE7e!2t0NHVXl-qcRai6*hecyBy83uS zT|MJ97|hxYYmH6U5eNjFA&E>}zY)Klu>RLgAmF9y2z8XYI%>ThMsNN9_p#gzpb#(s z2CRUX0#FoW1q!m<3h04D1rOl=I3Um!E5UDY|M%a)89|p{0$M8|02H|b34WYOaJFdZ 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zf>bSpr2SKlUk8KI?iM^qASJZzSk^m$`lQc;hY}|p%A8TBZX!q&nBTpm#KbN91v3Ai z$_#A)9C;pJqgjA$JJ*3UnL#53F`*}LeX{4p;Zz#(1|+o(X`*8Cw~x3p3Y)iYnwFHu zXY|eZuhM*Wlbg(*(Wh6OPPh-+G9V)e=P>uve;uE5F{H1sa}1?8(&t6w)O5(e#b;IJ zhtY}d#^?+^w~Y-Yau0{N10Z73LgxM!mQMjsEmTxx76{na#nn{7C-7UDyMnJbG4w4; z<1JeII#Bih4=w`H{S-=~VjCVBq#?(?{oyPuPe)1%S+Hu|WSm08E(m%nsSwek#{$aj z8^RcxF*-5fqu{z+wWw`z7Z)|$LRvT;DpLKj?9+O9{{ZG2A)uWbh_LCyq!Nw`qjnqD z^gK+p)=g2=3lu#X+^(b})PzEfkWM*?`Zc3QSW4^v0GMtKiN8u*F42!-!qo{c^lmHg zg&Wwu3ADynqeU4t1Z%;zoErKok_pv@f_LIW9>0Thuypi7?uwr+)tT3&UKDKI zqEOhPS^fC6_QX%3!!}fPSRo;viw*6WxDKwh+^Bj!}NgNtN!$RbyqID)yqtX&1 z#6saRsdbBnA&h;ZWUy?aaqol;TEZUx0E7~fOjIHDKEx~YL%tzv46D<=2@yp90N`mQ zVRE*U5ZoCP6}rPXI!o+=7`oWTi=`cEM+&?f(_*Wr B[Agent drafts] --> C[Person reviews] --> D[Send] +\end{mermaid} + +\section{\lblRecommendations} +\begin{table}[H] + \centering + \begin{tabularx}{\linewidth}{@{}lXll@{}} + \toprule + & \sffamily\small\bfseries\lblRecommendation & \sffamily\small\bfseries\lblPriority & + \sffamily\small\bfseries\lblEffort \\ + \midrule + \recrow{1}{Keep a person between the agent and the customer}{Drafts only; a person sends every reply.}{high}{small} + \recrow{2}{Hide personal data from the agent}{Mask names, emails and payment details before the ticket is read.}{high}{medium} + \recrow{3}{Write a one-page reply standard}{Gives reviewers and the pilot a shared measure of quality.}{medium}{small} + \recrow{4}{Run a four-week pilot on routine tickets}{Measure time saved and errors found before widening the scope.}{medium}{medium} + \recrow{5}{Add a monthly review of agent mistakes}{Keeps the rules current as the tickets change.}{low}{small} + \bottomrule + \end{tabularx} +\end{table} + +\section{\lblResources} +\begin{table}[H] + \centering + \begin{tabularx}{\linewidth}{@{}Xl@{}} + \toprule + \sffamily\small\bfseries\lblResource & \sffamily\small\bfseries\lblLink \\ + \midrule + \resrow{Checklist for reviewing an agent's replies}{https://example.org/checklist} + \resrow{Template for a one-page reply standard}{https://example.org/reply-standard} + \resrow{Guide to masking personal data in tickets}{https://example.org/masking} + \resrow{Pilot plan worksheet}{https://example.org/pilot-plan} + \bottomrule + \end{tabularx} +\end{table} + +\section{\lblNextSteps} +\begin{table}[H] + \centering + \begin{tabularx}{\linewidth}{@{}Xlr@{}} + \toprule + \sffamily\small\bfseries\lblAction & \sffamily\small\bfseries\lblOwner & + \sffamily\small\bfseries\lblTarget \\ + \midrule + \actrow{Label sensitive tickets in the queue}{client}{20 November 2026} + \actrow{Send the masking guide and an example setup}{consultant}{23 November 2026} + \actrow{Draft the one-page reply standard}{client}{27 November 2026} + \actrow{Review the draft standard and the pilot plan}{consultant}{2 December 2026} + \actrow{Start the four-week pilot}{client}{7 December 2026} + \bottomrule + \end{tabularx} +\end{table} + +\section{\lblNotes} +\begin{rawnotes} + \begin{itemize} + \item Team worried about wrong refund promises; agent must never state a refund. + \item Current tool keeps full ticket history, including card digits in free text. + \item Operations lead wants a weekly number: tickets answered, edits per draft. + \item Idea: start with order status only, add password help later. + \end{itemize} + Rule sketch agreed in the call: + \begin{code}[lang=yaml] +agent: + can_read: [order_status, shipping] + can_send: false + blocked: [refund, complaint, payment] + \end{code} +\end{rawnotes} + +\section{\lblFollowUp} +{\raggedright\hyphenpenalty=10000\exhyphenpenalty=10000 \RepBooking\par} diff --git a/consultation-report/sections/french.tex b/consultation-report/sections/french.tex new file mode 100644 index 0000000..d404698 --- /dev/null +++ b/consultation-report/sections/french.tex @@ -0,0 +1,2 @@ +% Sample content is written in English and Spanish; this language uses the English text. +\input{sections/english} diff --git a/consultation-report/sections/german.tex b/consultation-report/sections/german.tex new file mode 100644 index 0000000..d404698 --- /dev/null +++ b/consultation-report/sections/german.tex @@ -0,0 +1,2 @@ +% Sample content is written in English and Spanish; this language uses the English text. +\input{sections/english} diff --git a/consultation-report/sections/italian.tex b/consultation-report/sections/italian.tex new file mode 100644 index 0000000..d404698 --- /dev/null +++ b/consultation-report/sections/italian.tex @@ -0,0 +1,2 @@ +% Sample content is written in English and Spanish; this language uses the English text. +\input{sections/english} diff --git a/consultation-report/sections/portuguese.tex b/consultation-report/sections/portuguese.tex new file mode 100644 index 0000000..d404698 --- /dev/null +++ b/consultation-report/sections/portuguese.tex @@ -0,0 +1,2 @@ +% Sample content is written in English and Spanish; this language uses the English text. +\input{sections/english} diff --git a/consultation-report/sections/spanish.tex b/consultation-report/sections/spanish.tex new file mode 100644 index 0000000..ae03d75 --- /dev/null +++ b/consultation-report/sections/spanish.tex @@ -0,0 +1,127 @@ +% Sustituye el contenido de ejemplo por el registro de tu propia sesión. +\section{\lblGlance} +\begin{table}[H] + \centering + \begin{tabularx}{\linewidth}{@{}l@{\hspace{1.2cm}}X@{}} + \toprule + \metalabel{\lblDate} & \RepDate \\ + \metalabel{\lblDuration} & \RepDuration \\ + \metalabel{\lblAttendees} & Dos miembros del equipo de soporte y la responsable de operaciones \\ + \metalabel{\lblFormat} & Videollamada con pantalla compartida \\ + \metalabel{\lblTopics} & Agentes de IA en atención al cliente, revisión de respuestas, manejo de datos de clientes \\ + \bottomrule + \end{tabularx} +\end{table} + +\begin{itemize} + \item Los agentes ya pueden redactar respuestas para el equipo de soporte, pero no deben enviarlas solos. + \item Los datos de clientes necesitan un límite claro antes de que un agente lea cualquier ticket. + \item Un piloto pequeño con resultados medidos es mejor punto de partida que un despliegue completo. +\end{itemize} + +\section{\lblQuestions} +\begin{enumerate} + \item ¿Qué tareas de soporte puede hacer hoy un agente de IA de forma segura? + \item ¿Cómo evitamos que un agente comparta datos de clientes que no debería ver? + \item ¿Quién revisa el trabajo del agente y cuánto tiempo lleva? + \item ¿Cómo sabremos que el agente ayuda y no solo que es rápido? +\end{enumerate} + +\section{\lblFound} +\subsection{Los tickets mezclan solicitudes rutinarias y sensibles} +\findingpart{\lblContext} +El equipo atiende unos 300 tickets por semana. La mayoría son consultas sobre +pedidos y contraseñas; unos pocos tratan reembolsos, quejas o datos personales. + +\findingpart{\lblObservation} +Los tickets rutinarios encajan bien con un agente. Los sensibles están en la +misma cola sin etiqueta, así que un agente no puede distinguirlos. + +\subsection{Las respuestas no se revisan de forma consistente} +\findingpart{\lblContext} +Hoy cada persona del equipo revisa las respuestas a su manera, y no hay un +estándar escrito de tono ni de exactitud. + +\findingpart{\lblObservation} +Sin un estándar compartido, quien revisa no puede decir si un borrador es +bueno, y el equipo no puede medir al agente contra nada. + +\begin{insight} + El límite seguro de un agente lo fija lo que puede ver y lo que puede enviar, + no lo inteligente que sea. Conviene fijar primero esos dos límites. +\end{insight} + +\begin{mermaid}[style=editorial,width=0.9\linewidth, + caption={Manejo propuesto de un ticket},pos=H] + flowchart LR + A[Ticket] --> B[El agente redacta] --> C[Una persona revisa] --> D[Envío] +\end{mermaid} + +\section{\lblRecommendations} +\begin{table}[H] + \centering + \begin{tabularx}{\linewidth}{@{}lXll@{}} + \toprule + & \sffamily\small\bfseries\lblRecommendation & \sffamily\small\bfseries\lblPriority & + \sffamily\small\bfseries\lblEffort \\ + \midrule + \recrow{1}{Mantener a una persona entre el agente y el cliente}{Solo borradores; una persona envía cada respuesta.}{high}{small} + \recrow{2}{Ocultar los datos personales al agente}{Enmascarar nombres, correos y datos de pago antes de que lea el ticket.}{high}{medium} + \recrow{3}{Escribir un estándar de respuestas de una página}{Da a quienes revisan y al piloto una medida común de calidad.}{medium}{small} + \recrow{4}{Hacer un piloto de cuatro semanas con tickets rutinarios}{Medir el tiempo ahorrado y los errores antes de ampliar el alcance.}{medium}{medium} + \recrow{5}{Añadir una revisión mensual de los errores del agente}{Mantiene las reglas al día cuando cambian los tickets.}{low}{small} + \bottomrule + \end{tabularx} +\end{table} + +\section{\lblResources} +\begin{table}[H] + \centering + \begin{tabularx}{\linewidth}{@{}Xl@{}} + \toprule + \sffamily\small\bfseries\lblResource & \sffamily\small\bfseries\lblLink \\ + \midrule + \resrow{Lista de control para revisar las respuestas de un agente}{https://example.org/checklist} + \resrow{Plantilla de estándar de respuestas de una página}{https://example.org/reply-standard} + \resrow{Guía para enmascarar datos personales en tickets}{https://example.org/masking} + \resrow{Hoja de trabajo del plan piloto}{https://example.org/pilot-plan} + \bottomrule + \end{tabularx} +\end{table} + +\section{\lblNextSteps} +\begin{table}[H] + \centering + \begin{tabularx}{\linewidth}{@{}Xlr@{}} + \toprule + \sffamily\small\bfseries\lblAction & \sffamily\small\bfseries\lblOwner & + \sffamily\small\bfseries\lblTarget \\ + \midrule + \actrow{Etiquetar los tickets sensibles en la cola}{client}{20 de noviembre de 2026} + \actrow{Enviar la guía de enmascarado y un ejemplo de configuración}{consultant}{23 de noviembre de 2026} + \actrow{Redactar el estándar de respuestas de una página}{client}{27 de noviembre de 2026} + \actrow{Revisar el borrador del estándar y el plan piloto}{consultant}{2 de diciembre de 2026} + \actrow{Iniciar el piloto de cuatro semanas}{client}{7 de diciembre de 2026} + \bottomrule + \end{tabularx} +\end{table} + +\section{\lblNotes} +\begin{rawnotes} + \begin{itemize} + \item Al equipo le preocupan las promesas de reembolso erróneas; el agente nunca debe afirmar un reembolso. + \item La herramienta actual guarda el historial completo, incluidos dígitos de tarjeta en texto libre. + \item La responsable de operaciones quiere un número semanal: tickets respondidos, ediciones por borrador. + \item Idea: empezar solo con estado de pedidos y añadir ayuda con contraseñas después. + \end{itemize} + Esquema de reglas acordado en la llamada: + \begin{code}[lang=yaml] +agent: + can_read: [order_status, shipping] + can_send: false + blocked: [refund, complaint, payment] + \end{code} +\end{rawnotes} + +\section{\lblFollowUp} +{\raggedright\hyphenpenalty=10000\exhyphenpenalty=10000 \RepBooking\par} diff --git a/consultation-report/spell-whitelist.txt b/consultation-report/spell-whitelist.txt new file mode 100644 index 0000000..533fc30 --- /dev/null +++ b/consultation-report/spell-whitelist.txt @@ -0,0 +1,11 @@ +# Words the spell checker accepts in this template. One word per line. +flowchart +lr +mermaid +yaml +chatbot +chatbots +guardrails +escalations +triage +yshift diff --git a/consultation-report/template.toml b/consultation-report/template.toml new file mode 100644 index 0000000..0087662 --- /dev/null +++ b/consultation-report/template.toml @@ -0,0 +1,113 @@ +id = "consultation-report" +version = "0.1.0" +display_name = "Consultation Report" +description = "Written record of a paid consultation session: questions, findings, prioritised recommendations, resources, next steps and raw notes" + +[files] +include = ["**/*.tex", "**/*.txt", "assets/**"] +exclude = [] + +[[placeholders]] +name = "title" +type = "string" +description = "Report title" +required = true +default = "Consultation report" + +[[placeholders]] +name = "organisation" +type = "string" +description = "Consulting practice or organisation shown at the top of the cover" +required = false +default = "Example Consulting" + +[[placeholders]] +name = "consultant" +type = "string" +description = "Name of the consultant who ran the session" +required = false +default = "Example Consultant" + +[[placeholders]] +name = "client" +type = "string" +description = "Client who booked the session" +required = false +default = "Example Client" + +[[placeholders]] +name = "session_date" +type = "string" +description = "Date of the session" +required = false +default = "12 November 2026" + +[[placeholders]] +name = "duration" +type = "string" +description = "Length of the session" +required = false +default = "90 minutes" + +[[placeholders]] +name = "session_type" +type = "string" +description = "Kind of session, for example a first consultation or a review" +required = false +default = "Advisory session" + +[[placeholders]] +name = "reference" +type = "string" +description = "Reference number of the report" +required = false +default = "CR-2026-014" + +[[placeholders]] +name = "classification" +type = "string" +description = "Classification label shown on the cover and in every footer" +required = false +default = "Confidential" + +[[placeholders]] +name = "booking" +type = "string" +description = "Closing line that tells the client how to book a follow-up session" +required = false +default = "To book a follow-up session, write to hello@example.org or use the booking link at example.org/book." + +[[placeholders]] +name = "accent" +type = "string" +description = "Accent colour as a six-digit HTML hex value, without the hash" +required = false +default = "87222C" + +[[placeholders]] +name = "logo" +type = "string" +description = "Path to an optional logo image, shown on the cover when the file exists" +required = false +default = "assets/logo.png" + +[[placeholders]] +name = "paper_texture" +type = "boolean" +description = "Put a parchment texture behind every page, for documents read on screen (the cover always has it)" +required = false +default = false + +[[placeholders]] +name = "language" +type = "enum" +description = "Document language for babel; fixed labels and sample text are translated for English and Spanish" +required = true +choices = ["english", "spanish", "french", "german", "italian", "portuguese"] +default = "english" + +[[post_generate]] +name = "build" +description = "Compile the document to PDF" +command = "texforge build" +optional = true diff --git a/registry.toml b/registry.toml index ae58d61..98bd29a 100644 --- a/registry.toml +++ b/registry.toml @@ -28,6 +28,11 @@ nombre = "book" descripcion = "Long-form book layout with epigraphs and front matter" version = "0.3.0" +[[templates]] +nombre = "consultation-report" +descripcion = "Written record of a paid consultation session: questions, findings, prioritised recommendations, resources, next steps and raw notes" +version = "0.1.0" + [[templates]] nombre = "contract" descripcion = "Services agreement layout with parties block, numbered clauses, annexes and signature block; clause text is for you to write"