Daily run

An Israeli Claude Finance Plugin

Install

npx -y skills add ya5huk/findash --skill daily-run

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What its author says it does

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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).

SKILL.md

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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.