Add personio-headcount skill (migrated from plugin)

2026-03-05 13:57:01 +00:00
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+# Data Schemas
+
+## Snapshot Structure
+
+```json
+{
+  "last_refreshed": "2026-03-04T19:00:00Z",
+  "total_records": 755,
+  "summary": {
+    "ACTIVE": 177,
+    "INACTIVE": 574,
+    "ONBOARDING": 1,
+    "LEAVE": 3
+  },
+  "employees": [
+    {
+      "personio_id": "35653993",
+      "status": "ONBOARDING",
+      "team_id": "417186",
+      "department_id": "1291054",
+      "office_id": "501083",
+      "start_date": "2026-05-01",
+      "end_date": null
+    }
+  ]
+}
+```
+
+## Team Mapping Structure
+
+Maps Personio team IDs to human-readable names:
+
+```json
+{
+  "total_teams": 65,
+  "teams": [
+    {
+      "team_id": "4400959",
+      "team_name": "AI & Automation",
+      "active_headcount": 6,
+      "total_records": 7
+    }
+  ]
+}
+```
+
+## Department Mapping Structure
+
+Groups teams under departments with real names from `department-mapping.csv`:
+
+```json
+{
+  "total_departments": 19,
+  "departments": [
+    {
+      "department_id": "1291054",
+      "department_name": "Finance & Business Navigation",
+      "active_headcount": 11,
+      "total_records": 45,
+      "team_ids": ["417186", "417184", "3442693", "3443053", "572110"],
+      "teams": ["Data", "Finance & Administration", "M&A", "Pricing", "Rev Ops"]
+    }
+  ]
+}
+```
+
+## Office Mapping Structure
+
+```json
+{
+  "total_offices": 8,
+  "offices": [
+    {
+      "office_id": "501083",
+      "active_headcount": 120,
+      "total_records": 500
+    }
+  ]
+}
+```
+
+## MCP Tool Reference
+
+**Tool:** `Call_Personio_Get_Employees_` (full ID: `mcp__n8n-personio__Call_Personio_Get_Employees_`)
+
+| Parameter | Type   | Default | Description                          |
+|-----------|--------|---------|--------------------------------------|
+| limit     | number | 50      | Records per page (use 50 for balance)|
+| cursor    | string | ""      | Pagination cursor from previous page |
+
+Pass parameters as a JSON string in the `input` field:
+- First page: `{"limit": 50}`
+- Subsequent pages: `{"limit": 50, "cursor": "<nextCursor>"}`
+
+## Employee Record Fields (from API)
+
+Each employee record from the MCP tool contains:
+- `id` → store as `personio_id`
+- `status` → ACTIVE, INACTIVE, ONBOARDING, or LEAVE
+- `team_id` → Personio team ID (look up name in team_mapping.json)
+- `department_id` → Personio department ID
+- `office_id` → Personio office ID
+- `start_date` → employment start
+- `end_date` → contract end date (null if ongoing)
+- `first_name`, `last_name`, `email` → **NEVER STORE THESE** — strip before saving
+
+## Incremental Refresh (Delta Update)
+
+1. Read existing snapshot
+2. Fetch all pages from Personio (no "modified since" filter available)
+3. Compare each employee by `personio_id`:
+   - ID exists → update the record (status, team_id, etc. may have changed)
+   - ID is new → add it
+   - ID in snapshot but not in fresh data → keep (historical)
+4. Recalculate summary counts
+5. Update `last_refreshed` timestamp
+6. Rebuild team_mapping.json counts
+7. Save all files
+
+## PDF Report Contents
+
+The PDF report has 6 pages:
+
+1. **Cover page** — KPI cards (active, onboarding, on leave, inactive)
+2. **Headcount by Team** — all active teams ranked by headcount with percentages
+3. **Headcount by Department** — departments with team listings
+4. **New Joiners** — monthly breakdown since Jan 2025, with team attribution
+5. **Departures** — monthly breakdown since Jan 2025, with team attribution
+6. **Net Workforce Movement** — joiners vs leavers with cumulative net change
+
+### XML Escaping
+
+The report uses `xml_escape()` for special characters in names (e.g., "M&A" → "M&amp;A").
+This is required because reportlab's Paragraph class uses an XML parser internally.