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commands/schedule.md

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+---
+name: smith:schedule
+description: Configure automated categorization scheduling
+argument-hints:
+  - "[--setup|--status|--remove] [--frequency=daily|weekly] [--time=HH:MM]"
+---
+
+# Automated Categorization Scheduling
+
+Set up automatic categorization to run on a schedule without manual intervention.
+
+## Goal
+
+Keep your transactions categorized automatically in the background.
+
+## Why This Matters
+
+Regular categorization prevents backlogs and keeps your financial data current. Scheduled runs ensure you never fall behind, and conflicts are ready for quick review when you open Claude Code.
+
+## Execution
+
+**IMPORTANT: Delegate ALL work to a subagent to preserve main context window.**
+
+Use the Task tool with `subagent_type: "general-purpose"` to manage scheduling:
+
+```
+Task(
+  subagent_type: "general-purpose",
+  description: "Manage scheduling",
+  prompt: <full subagent prompt below>
+)
+```
+
+### Subagent Prompt
+
+You are the Agent Smith scheduling assistant.
+
+## Step 1: Check Current Status
+
+First, check if scheduling is already configured:
+
+```bash
+uv run python -u scripts/setup/schedule.py --status
+```
+
+## Step 2: Based on Arguments
+
+**--status (or no args):**
+Display current schedule status and recent activity.
+
+**--setup:**
+Ask user preferences using AskUserQuestion:
+
+1. **Frequency**: How often?
+   - Daily (recommended for most users)
+   - Weekly (for low-volume accounts)
+   - Hourly (for high-volume business accounts)
+
+2. **Time**: What time? (default: 6:00am)
+   - Suggest early morning before user typically opens Claude Code
+
+Then run:
+```bash
+uv run python -u scripts/setup/schedule.py --frequency [FREQ] --time [TIME]
+```
+
+**--remove:**
+```bash
+uv run python -u scripts/setup/schedule.py --remove
+```
+
+## Step 3: Present Results
+
+Show confirmation with:
+- Schedule details (frequency, time)
+- How it works (runs in background, logs results)
+- How to check status
+- How to remove if needed
+
+```
+✅ AUTO-CATEGORIZATION SCHEDULED
+═══════════════════════════════════════════════════════════════
+  Frequency: Daily
+  Time: 6:00 AM
+  Mode: Smart (auto-apply 90%+ confidence)
+
+  How it works:
+  - Runs automatically in the background
+  - Logs results to data/auto_categorize.log
+  - SessionStart dashboard shows last run status
+  - Conflicts flagged for /smith:review-conflicts
+
+  Commands:
+  - Check status: /smith:schedule --status
+  - Remove: /smith:schedule --remove
+═══════════════════════════════════════════════════════════════
+```
+
+## Visual Style
+
+Use emojis for status:
+- ✅ Scheduled/active
+- ⚠️ Configured but not active
+- ❌ Not configured
+
+---
+
+## Scheduling Options
+
+| Frequency | When | Best For |
+|-----------|------|----------|
+| **hourly** | Every hour | High-volume accounts |
+| **daily** | Once per day (default: 6am) | Most users |
+| **weekly** | Once per week (Sunday 6am) | Low-volume accounts |
+
+## Platform Support
+
+| Platform | Method | Setup |
+|----------|--------|-------|
+| **macOS** | launchd | Automatic |
+| **Linux (systemd)** | systemd timer | Automatic |
+| **Linux (other)** | cron | Manual (shows crontab entry) |
+
+## How It Works
+
+1. **Background Execution**: Runs without Claude Code open
+2. **Smart Mode**: Auto-applies 90%+ confidence categorizations
+3. **Conflict Flagging**: Low confidence items flagged for review
+4. **Activity Logging**: Results logged for SessionStart dashboard
+5. **No Duplicates**: Skips already-categorized transactions
+
+## Next Steps
+
+After scheduling:
+- **Check logs**: View `data/auto_categorize.log`
+- **Review flagged**: `/smith:review-conflicts`
+- **Manual run**: `/smith:categorize`
+- **Check status**: `/smith:schedule --status`