Work Summary

Work Summary Skill

Create factual working journal entries that document completed analysis work without interpretation or recommendations.

When to Use

Activate when user requests:

• "Summarize the work"
• "Document the results"
• "Create a working journal entry"
• "Write up the analysis"

Instructions

Step 1: Verify Git Commit

Check if code has been committed:

git status

If uncommitted changes exist: 1. Inform user: "I see uncommitted changes. Should I run the code-quality-reviewer agent and commit the code first?" 2. Wait for user confirmation 3. If confirmed, use Task tool with subagent_type="code-quality-reviewer" then assist with git commit 4. Get commit info: git log -1 --pretty=format:"%H%n%s"

If clean: Get latest commit: git log -1 --pretty=format:"%H%n%s"

Step 2: Confirm Understanding

If you have context from recent work:

• Summarize your understanding of objective, code location, output location
• Use AskUserQuestion tool to confirm with user

If you don't have context:

• Ask user for: objective, code location, output location

Then read code files, output files, and documentation to gather information.

Step 3: Handle Figures

If figures exist in output folder:

mkdir -p Notes/WorkingJournal/attachments
cp Output/[subfolder]/figure.png Notes/WorkingJournal/attachments/YYYY-MM-DD-description.png

In markdown:

![Descriptive caption](./attachments/YYYY-MM-DD-description.png)

Source: [Original](../../Output/[subfolder]/figure.png)

Step 4: Create Working Journal Entry

Filename: Notes/WorkingJournal/YYYY-MM-DD-[Author]-[Description].md

Front Matter:

---
author: "[[Author]]"
date: YYYY-MM-DD
project: "[[IntermediaryDemand]]"
git_commit: [full hash if available]
git_message: "[message if available]"
permalink: working-journal/YYYY-MM-DD-author-description
---

Step 5: Write Summary

Structure can be flexible, but typically include:

• Objective section
• Summary of what was done
• Data description
• Methodology description
• Results with tables/figures
• Technical implementation details (code and outputs)

Use relative paths from Notes/WorkingJournal/:

• Code: ../../Code/
• Output: ../../Output/
• Data: ../../Data/

Critical Rules - MUST FOLLOW

1. Be Factual and Objective

✓ DO:

• State what was done and what was found
• Report numerical results precisely
• Describe methods used
• Link every claim to source (code, output, documentation)

✗ DO NOT:

• Interpret economic meaning without user request
• Speculate on causes or implications
• Make recommendations or suggest next steps
• Use subjective assessments ("excellent", "poor", "successful")

2. Examples

Good (Factual):

• "Processed 4.7M holdings from 11,857 submissions"
• "Difference of -30% (-$243B)"
• "Front-end tenors within 7% of benchmark"
• "Classification success rate: 70% (3,988 of 5,699)"

Bad (Speculative/Interpretive):

• "This suggests the classification is insufficient"
• "The results indicate strong performance"
• "This likely means we should use BKMS data"
• "The excellent match validates our approach"

3. Cite Everything

Every claim must link to supporting evidence:

• [descriptive text](../../path/to/file)
• Code files for methodology
• Output files for results
• Documentation for data sources

4. Figures

• Copy to attachments/ with descriptive filename
• Cite original source location
• Use descriptive captions

Step 6: Verify Report Quality

After creating the report, use the report-checker agent to verify quality:

Use Task tool with subagent_type="report-checker"
Pass: report path, code location, output location, objective

The agent will check:

• All claims are cited and accurate
• No speculation or unsupported interpretation
• Numbers match source files
• No subjective language

If issues found, revise the report before finalizing.

After Creating

1. Tell user the file path 2. List what was documented 3. Report any issues found by report-checker 4. Ask: "Would you like me to add any specific information?" 5. Do NOT suggest interpretations or next steps unless asked