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Add manual context field for AI insights

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Free-text setting fed directly into every briefing's prompt as ground
truth (e.g. "Joseph Trice-Rolph is on a flexi rota, has no fixed rota
shifts — account for that in overspend"), so known context the data
itself can't show doesn't get flagged as an anomaly. New
ai_insights_manual_context config key, a textarea in Settings, and a
top-of-prompt section in the job with an explicit instruction to treat
it as ground truth.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
jtricerolph 2026-07-25 10:07:37 +00:00
parent c09b31c41e
commit d36655c02c
4 changed files with 38 additions and 6 deletions
Download patch file Download diff file Expand all files Collapse all files

3
backend/src/db.js
View file

@ -111,7 +111,8 @@ export async function initDb() {
('ai_insights_enabled', 'false'),
('ai_insights_model', 'claude-haiku-4-5-20251001'),
('ai_insights_schedule_time', '07:15'),
('ai_insights_daily_token_budget', '5000')
('ai_insights_daily_token_budget', '5000'),
('ai_insights_manual_context', '')
ON CONFLICT (key) DO NOTHING
`)
}

19
backend/src/jobs/ai-insights.js
View file

@ -37,17 +37,19 @@ async function getCostCol() {
}
export async function getAiInsightsConfig() {
const [enabled, model, scheduleTime, dailyTokenBudget] = await Promise.all([
const [enabled, model, scheduleTime, dailyTokenBudget, manualContext] = await Promise.all([
getConfig('ai_insights_enabled'),
getConfig('ai_insights_model'),
getConfig('ai_insights_schedule_time'),
getConfig('ai_insights_daily_token_budget'),
getConfig('ai_insights_manual_context'),
])
return {
enabled: enabled === 'true',
model: model || DEFAULT_MODEL,
scheduleTime: scheduleTime || '07:15',
dailyTokenBudget: parseInt(dailyTokenBudget, 10) || DEFAULT_DAILY_TOKEN_BUDGET,
manualContext: manualContext || '',
}
}
@ -350,7 +352,7 @@ export async function gatherRevenueCorrelation(monthProgress) {
}
}
export function buildPrompt(monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation, recentInsights = []) {
export function buildPrompt(monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation, recentInsights = [], manualContext = '') {
const systemMsg =
"You are an AI assistant for a wage cost controller in a UK hospitality business. Analyze the data below and " +
"provide a concise daily briefing (3-5 bullet points). Focus on: how this month's wage cost is tracking " +
@ -358,11 +360,20 @@ export function buildPrompt(monthProgress, priorPeriod, rotaVsActual, forecast,
"what might be causing it, individual pay anomalies worth a look, and wage cost as a percentage of revenue. " +
"Use UK date format (DD/MM/YYYY) and GBP (£) for all monetary values. Be specific with department/employee " +
"names and numbers. Keep it actionable — no fluff or generic advice.\n\n" +
"A 'Manual Context' section may be included below, written by a human who knows things the data can't show " +
"(e.g. an employee's contract type, a known one-off cause, a planned change). Treat it as ground truth and " +
"apply it directly — don't flag something as an anomaly or overspend if this context already explains it.\n\n" +
"A 'Recent Previous Insights' section may be included below — compare against them explicitly: call out " +
"what's changed, what's resolved, and what's still an open issue. Don't just repeat the same points verbatim."
const lines = []
if (manualContext.trim()) {
lines.push('## Manual Context (from the wage cost controller — treat as ground truth)')
lines.push(manualContext.trim())
lines.push('')
}
if (recentInsights.length && toISODate(new Date()) <= METHOD_CHANGE_NOTE_UNTIL) {
lines.push('## Methodology Note (25/07/2026)')
lines.push(
@ -513,7 +524,7 @@ export async function generateInsight(triggeredBy = 'scheduler') {
getRecentInsights(3),
])
const { systemMsg, userMsg } = buildPrompt(monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation, recentInsights)
const { systemMsg, userMsg } = buildPrompt(monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation, recentInsights, config.manualContext)
let result
try {
@ -527,7 +538,7 @@ export async function generateInsight(triggeredBy = 'scheduler') {
model: result.model,
input_tokens: result.input_tokens,
output_tokens: result.output_tokens,
data_snapshot: { monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation },
data_snapshot: { monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation, manualContext: config.manualContext },
triggered_by: triggeredBy,
})

4
backend/src/routes/settings.js
View file

@ -4,6 +4,7 @@ import { pool, getConfig, setConfig } from '../db.js'
const ALLOWED_KEYS = new Set([
'forecasting_url', 'forecasting_api_key', 'show_oncosts', 'departments', 'dept_budget_pcts', 'forecast_method',
'ai_insights_enabled', 'ai_insights_model', 'ai_insights_schedule_time', 'ai_insights_daily_token_budget',
'ai_insights_manual_context',
])
export async function settingsRoutes(fastify) {
@ -15,7 +16,8 @@ export async function settingsRoutes(fastify) {
WHERE key IN (
'forecasting_url','forecasting_api_key','show_oncosts','departments','forecast_method',
'sync_last_at','backfill_last_at',
'ai_insights_enabled','ai_insights_model','ai_insights_schedule_time','ai_insights_daily_token_budget'
'ai_insights_enabled','ai_insights_model','ai_insights_schedule_time','ai_insights_daily_token_budget',
'ai_insights_manual_context'
)
ORDER BY key`
)