菜单
Send the prepared budget messages to Telegram. Reads TELEGRAM_BOT_TOKEN and TELEGRAM_CHAT_ID from .env.local and skips silently if not configured. Use when any skill needs to send notifications after /advise, or when the user asks to send notifications.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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 | notify |
| description | Send the prepared budget messages to Telegram. Reads TELEGRAM_BOT_TOKEN and TELEGRAM_CHAT_ID from .env.local and skips silently if not configured. Use when any skill needs to send notifications after /advise, or when the user asks to send notifications. |
Run the bundled script — it sends result/_advise_msg1.txt and _advise_msg2.txt (written
by /advise) as two separate Telegram messages:
node plugins/open-personal-finance/scripts/notify.mjs --household {household} --month {YYYY-MM}
{household}/.env.local (TELEGRAM_BOT_TOKEN, TELEGRAM_CHAT_ID).
If either is missing, the script skips silently — Telegram is optional./advise already calls this — do not also call it separately in the same run./settle close line or a classification-update
follow-up), write the text to a file and send it, or extend the message files before
running the script. Keep each message under 4096 characters.