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Fetch new Pluggy rows for the current month and recompile while preserving prior classifications. Use for the recurring mid-month update of the open month.
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Based on SOC occupation classification
Finalize a target month — always refetch it fresh to confirm the movements are complete (all transactions present, no pending left), then recompile with --final to strip provisionals, and run heartbeat for the current month. Defaults to settling the previous month.
Assess a household's monthly investment snapshot for real anomalies. A script produces an objective month-over-month diff (value + quantity per holding, tagged qty/price/new/gone, plus integrity checks); then you reason over it and write a plain-language verdict — a summary message, an assess_{month}.md, and an assess_{month}.json (per-item, consumed by the viewer). Called at the end of /investments; also use whenever the user asks to review, sanity-check, validate, or "assess" a month's investments/portfolio/patrimônio, or whether anything looks unusual, missing, or wrong.
Build a household's monthly investment-portfolio snapshot by reading the broker statements (screenshots + PDFs) in investments/input and writing the canonical personal_finances_{YYYY-MM}.json. Use when the user asks to compile, snapshot, update, or generate investments / portfolio / patrimônio / posições for a month, or mentions BTG/Nubank/Wise/FGTS/Morgan Stanley statements under investments/input.
Validate the schema of a monthly budget, auto-fixing where possible. Checks required fields, types, buckets, FX, enrichment and installment rules. Use when /fetch, /recompile, or /heartbeat call it, or when the user asks to audit, validate, or check a month's data integrity.
Generate a monthly categorized budget JSON by running fetch + recompile, then classifying leftovers and forecasting partial months. Use when the user asks to generate, create, or analyze a monthly budget, expenses, or income.
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.
| name | heartbeat |
| description | Fetch new Pluggy rows for the current month and recompile while preserving prior classifications. Use for the recurring mid-month update of the open month. |
Incremental update of the current (open) month. Run the bundled scripts in order:
node plugins/open-personal-finance/scripts/fetch.mjs --household {h} --month {YYYY-MM}
node plugins/open-personal-finance/scripts/recompile.mjs --household {h} --month {YYYY-MM}
/recompile preserves prior classifications, auto-classifies new rows from memory, parses
installment fields, enriches descriptions, and reconciles provisionals against posted reality.
It prints any rows still unclassified.
Then:
/classify the printed unclassified rows — it consults expenses_memory.md /
income_memory.md, classifies them, and persists new merchant patterns to memory. Re-run
/recompile so the new memory patterns apply (or edit the rows directly)./audit — node .../audit.mjs --household {h} --month {YYYY-MM} (auto-fixes, retries)./advise — generates and sends both Telegram messages (it calls /notify).The open credit-card bill lists the whole cycle's installments with future scheduled dates;
include them all. A fresh month's first fetch can be incomplete — re-run /fetch if a new
month returns suspiciously few card rows.