commit - c0c08a12c78e66a4409c14ad8001b1058fa141b6
commit + 51d81f1bb404513593f9196b820658dcff970ccf
blob - d1f1959c1cacc3ff029792cd3d9a2edbe5b39331
blob + 9c0c469c26143c580437d3dc49aa2883d12112d8
--- doom/config.el
+++ doom/config.el
@@ -186,9 +186,9 @@
 (after! org
   (add-to-list 'org-capture-templates
                `("k" "ITM Weekly KPI" entry
-                 (file+olp ,(expand-file-name "notes/itm.works/KPI Log.org" org-directory) "Log")
+                 (file+olp ,(expand-file-name "work/itm/KPI Log.org" org-directory) "Log")
                  ,(concat "* %<%Y-%m-%d %a>\n"
-                          "- Revenue :: YTD $%^{YTD revenue} / MTD $%^{MTD revenue} / Bank $%^{Bank balance}\n"
+                          "- Revenue :: YTD $%(+itm-ytd-revenue) / MTD $%(+itm-mtd-revenue) / Bank $%(+itm-bank-balance)\n"
                           "- Hours :: %^{Hours worked} hr\n"
                           "- Pipeline :: /prospects in conversation + last contact date; \"none\" counts/\n"
                           "  - %?\n"
@@ -198,8 +198,85 @@
                  :prepend t
                  :empty-lines 1)))
 
+;; ITM Monthly Deep Review capture — last Friday, 60–90 min (see todo.org agenda).
+(after! org
+  (add-to-list 'org-capture-templates
+               `("m" "ITM Monthly Deep Review" entry
+                 (file+olp ,(expand-file-name "work/itm/Monthly Deep Review.org" org-directory) "Log")
+                 ,(concat "* %<%Y-%m> %<%B>\n"
+                          "- Revenue vs B1 :: MTD $%(+itm-mtd-revenue) / YTD $%(+itm-ytd-revenue)  (B1 target: $100k)\n"
+                          "- Burn / B3 buffer :: $%(+itm-mtd-expenses) this month  /  %(+itm-burn-buffer-months) mo runway (B3 target: ≥4)\n"
+                          "- Bank :: $%(+itm-bank-balance)\n"
+                          "- Per-scrape gross margin (B5) :: rev $%(+itm-mtd-planner-revenue) − cost $%(+itm-mtd-direct-cost) (Anthropic+Zack) → %(+itm-b5-margin)%  (red if <60%)\n"
+                          "- Goal status (green/yellow/red) ::\n"
+                          "  - <goal> — <g/y/r> — <note>\n"
+                          "- Decisions (dropping or moving?) ::\n"
+                          "  - %?\n"
+                          "- Note :: ")
+                 :prepend t
+                 :empty-lines 1)))
+
 ;; Open treemacs when you open a project
 (after! treemacs
   (treemacs-follow-mode 1)
   (treemacs-project-follow-mode 1)
   (add-hook 'projectile-after-switch-project-hook #'treemacs-add-and-display-current-project-exclusively))
+
+;; --- ITM business book: ledger reports + KPI autofill helpers ---
+(defvar +itm-ledger-file
+  (expand-file-name "~/Business/admin.itm.works/accounting/business/main.ledger")
+  "Master ledger for the ITM Works business book.")
+
+(defun +itm-ledger--number (query)
+  "Run `ledger QUERY' against the ITM business book and return the first
+dollar figure in the output as a string, thousands separators intact."
+  (let* ((bin (if (boundp 'ledger-binary-path) ledger-binary-path "ledger"))
+         (cmd (format "%s -f %s %s" bin (shell-quote-argument +itm-ledger-file) query))
+         (out (shell-command-to-string cmd)))
+    (if (string-match "-?[0-9][0-9,]*\\.[0-9][0-9]" out)
+        (match-string 0 out)
+      "0.00")))
+
+(defun +itm-ledger--raw (query)
+  "Like `+itm-ledger--number' but return a float (commas stripped)."
+  (string-to-number (replace-regexp-in-string "," "" (+itm-ledger--number query))))
+
+(defun +itm-ytd-revenue ()  (+itm-ledger--number "--invert --period \"this year\" balance ^Income"))
+(defun +itm-mtd-revenue ()  (+itm-ledger--number "--invert --period \"this month\" balance ^Income"))
+(defun +itm-mtd-expenses () (+itm-ledger--number "--period \"this month\" balance ^Expenses"))
+(defun +itm-bank-balance () (+itm-ledger--number "balance \"^Assets:Checking:PNC Business\""))
+
+(defun +itm-burn-buffer-months ()
+  "Months of runway = business bank balance / average monthly burn, where
+average monthly burn is YTD expenses divided by calendar months elapsed.
+Tracks goal B3 (keep >=4 months). Returns a string like \"9.4\"."
+  (let* ((bank (+itm-ledger--raw "balance \"^Assets:Checking:PNC Business\""))
+         (ytd-exp (+itm-ledger--raw "--period \"this year\" balance ^Expenses"))
+         (months (max 1 (string-to-number (format-time-string "%m"))))
+         (avg (/ ytd-exp months)))
+    (if (> avg 0) (format "%.1f" (/ bank avg)) "n/a")))
+
+(defun +itm-mtd-direct-cost ()
+  "MTD direct cost for the B5 per-planner margin: Anthropic/Claude spend +
+Zack labor booked this month."
+  (let ((ai   (+itm-ledger--raw "--limit \"payee =~ /Anthropic|Claude/\" --period \"this month\" balance ^Expenses"))
+        (zack (+itm-ledger--raw "--period \"this month\" balance ^Expenses:Zack")))
+    (format "%.2f" (+ ai zack))))
+
+(defun +itm-mtd-planner-revenue ()
+  "MTD SymPro Planner revenue (deposits tagged to the sub-account this month)."
+  (+itm-ledger--number "--period \"this month\" --invert balance \"Em Partners:SymPro Planner\""))
+
+(defun +itm-b5-margin ()
+  "B5 per-planner gross margin %% = (planner revenue - direct cost) / revenue, MTD.
+Returns \"n/a\" when no planner revenue landed this month."
+  (let ((rev  (+itm-ledger--raw "--period \"this month\" --invert balance \"Em Partners:SymPro Planner\""))
+        (cost (string-to-number (+itm-mtd-direct-cost))))
+    (if (> rev 0) (format "%.0f" (* 100.0 (/ (- rev cost) rev))) "n/a")))
+
+;; Reusable named reports for `ledger-report' (SPC m r).
+(after! ledger-mode
+  (dolist (r '(("ytd-revenue"  "%(binary) -f %(ledger-file) --invert --period \"this year\" bal ^Income")
+               ("mtd-revenue"  "%(binary) -f %(ledger-file) --invert --period \"this month\" bal ^Income")
+               ("bank-balance" "%(binary) -f %(ledger-file) bal ^Assets:Checking")))
+    (add-to-list 'ledger-reports r t)))