| name | advise |
| description | Generate the two Telegram budget messages (leftover preamble + full advisory) from a compiled budget. Use when /compile, /heartbeat, or /settle need insights, or when the user asks for advice/analysis on their budget. |
Advise
Run the bundled script — it computes all totals deterministically and writes the two
messages to result/_advise_msg1.txt and _advise_msg2.txt:
node plugins/open-personal-finance/scripts/advise.mjs --household {household} --month {YYYY-MM}
The script produces, in pt-BR and ready to send:
- Message 1 — leftover preamble: what's still available in Custos Fixos / Conforto
(Liberdade is the destination, never "leftover").
- Message 2 — full advisory: Receita / Despesas / Saldo, the three bucket lines
(✅/⚠️/🔴 by distance from 25/30/45% targets), Top 10 categories vs the previous month,
and data-driven Destaques / Fique de olho / Recomendações / Não categorizados.
Optional: sharpen the insights
The script's narrative bullets are data-driven but generic. Before notifying you MAY edit
the ⚠️ Fique de olho / 💡 Recomendações sections of _advise_msg2.txt in place to add
non-obvious, number-specific insight (an installment series finishing, a vendor whose value
jumped, a reimbursement still pending). Keep the section titles and order. Do not add
trivial praise (e.g. "X% categorizado", "salário chegou") and do not flag the unclassified
count as a risk.
Then notify
node plugins/open-personal-finance/scripts/notify.mjs --household {household} --month {YYYY-MM}
Sends both messages as two separate Telegram messages. Do not call /notify again
elsewhere in the same run.
