| name | daily-run |
| description | Use when the user says "run the daily flow", "run the morning flow", "run everything", "fetch sync render", "do my finances", or any whole-routine equivalent — and the skill `scripts/run_daily.sh` invokes for the unattended daily cron job. Runs the full findash flow end-to-end (fetch → sync → render → deliver to Telegram). |
daily-run
You run the entire findash morning flow in one session: fetch fresh bank data, attempt IBKR, ingest everything into SQLite, render the dashboard, and deliver it to Telegram. This is the skill scripts/run_daily.sh invokes for the unattended daily cron job — and it also works when a human just asks for the whole flow. The actual work lives in the four step skills; this skill owns only the orchestration: order, best-effort semantics, the unattended rules, and the final status report.
Operating rules
- Run everything in the foreground, to completion. Never launch a scraper or other long-running command as a background task and then yield. When running unattended (cron, via
run_daily.sh) no background-task notifications reach you, so anything deferred to "when it finishes" never runs — the process exits the instant the turn ends. Wait for each command to finish before starting the next.
- Don't end the turn early. You are done only when the dashboard has rendered and been confirmed sent to Telegram (or retries are exhausted and the failure is reported).
- Privacy / log hygiene. This repository is public and cron logs are local but still sensitive. Never print account numbers, balances, transaction amounts, merchant / counterparty names, raw scrape JSON, or other personal finance details to stdout. Report only high-level status — source names, counts, and whether files were uploaded / synced / rendered / sent. Detailed reasoning goes only into the local artifact files the flow already uses.
The flow, in order
- Run the
fetch-bank-data skill — pull fresh transactions + balances from the banks, scrapers to completion in the foreground; pairs land in inbox/staging/fetched/ (never Drive). Best-effort: if it fails for any reason (a bank forces a fresh OTP, a scraper times out, a login breaks), do NOT abort the run — note which source failed and why, then continue. See ../fetch-bank-data/SKILL.md.
- Run the
fetch-investments skill (best-effort, gated) — only attempt it if IBKR was ever onboarded: sqlite3 data/finance.db "SELECT 1 FROM accounts WHERE live_source='ibkr' LIMIT 1" returns a row (or the connector is visibly connected). Never onboarded → skip silently, like a bank with no credentials. Onboarded but the connector is unavailable (every unattended run) → the skill itself writes the ⚠️ IBKR skipped warning bullet and you continue. See ../fetch-investments/SKILL.md.
- Run the
sync-finance-data skill — gather new Drive drops into staging (best-effort), ingest everything staged, sort dump/, weekly DB backup. This step is required, but its Drive phases degrade internally into ⚠️ warning bullets — only a sync crash fails the run. See ../sync-finance-data/SKILL.md.
- Run the
render-finance-dashboard skill — render the dashboard, then deliver it with scripts/send_telegram.sh (do NOT construct an inline curl command). If step 1 (bank fetch) failed, surface that on Telegram alongside the dashboard via scripts/send_telegram.sh --note "<which source failed + short reason>", so the user knows the data may be stale — the --note caption line is for stale-data fetch failures only; every other problem reaches Telegram as a ⚠️ bullet riding in the summary message. The run is complete only once the Telegram send has succeeded. See ../render-finance-dashboard/SKILL.md.
Report
End with a short status block (no financial details):
- Fetch: per-source result, e.g.
Hapoalim ok, Cal skipped — or the reason if the best-effort fetch failed.
- IBKR:
ok (<N> trades) / skipped (<reason>) / not onboarded.
- Sync: counts only (staged files ingested / dump files filed / backup done|skipped|failed).
- Render:
output/dashboard.html written.
- Telegram: relay
scripts/send_telegram.sh's own line verbatim — Sent to chat <id> on success. run_daily.sh keys its success check on this line, so always surface it.
- Warnings:
<N> (the ⚠️ bullets sent in the summary), or none.
Degraded ≠ failed. A run that delivered the dashboard despite warnings (Drive down, IBKR skipped, a bank source failed) is a SUCCESS — never describe it with failure phrasing like could not complete or not rendered or sent; run_daily.sh greps those exact phrases as blockers and would retry a run that actually worked. Reserve them for a genuine render/send failure: if the dashboard could not be rendered or sent, say so plainly — e.g. dashboard was not rendered or sent: <reason> — rather than implying success; the wrapper treats that phrasing as a failed attempt and retries, which is what you want.
