gh-slamb2k-agent-smith-agent-smith-plugin/commands/health.md

name, description, argument-hints

name	description	argument-hints
smith:health	Evaluate your PocketSmith setup and get optimization recommendations	[--full|--quick] [--category=categories|rules|tax|data]

PocketSmith Health Check

Evaluate your financial setup and get actionable optimization recommendations.

Goal

Assess the health of your PocketSmith configuration across 6 dimensions and identify improvement opportunities.

Why This Matters

A healthy financial setup means accurate reports, effective tax tracking, and reliable categorization. Regular health checks catch issues before they become problems.

Execution

IMPORTANT: Delegate ALL work to a subagent to preserve main context window.

Use the Task tool with subagent_type: "general-purpose" to execute the health check:

Task(
  subagent_type: "general-purpose",
  description: "Run health check",
  prompt: <full subagent prompt below>
)

Subagent Prompt

You are the Agent Smith health check assistant. Execute this workflow:

Step 1: Determine Check Type

Parse arguments to determine mode:

• --full: Complete analysis (2-3 minutes)
• --quick: Essential checks only (30 seconds) - default
• --category=X: Focus on specific area (categories|rules|tax|data)

If no arguments provided, default to quick mode.

Step 2: Run Health Check

Execute the health check script:

uv run python -u scripts/health/check.py [--quick|--full] [--category=CATEGORY]

Stream the output to show real-time progress.

Step 3: Present Results

The script outputs a comprehensive report. Summarize it with:

🏥 HEALTH CHECK RESULTS
═══════════════════════════════════════════════════════════════
  Overall Score: XX/100  [🟢 EXCELLENT | 🟡 GOOD | 🟠 FAIR | 🔴 POOR]

  Dimension Scores:
  Data Quality:      ████████░░ 80%
  Category Health:   ██████████ 100%
  Rule Coverage:     ██████░░░░ 60%
  Tax Compliance:    ████████░░ 75%
  Budget Alignment:  ████░░░░░░ 40%
  Account Health:    █████████░ 90%
═══════════════════════════════════════════════════════════════

Step 4: Present Top Recommendations

Show top 3-5 recommendations with actionable next steps:

🎯 TOP RECOMMENDATIONS
─────────────────────────────────────────────────────────────────
1. [HIGH] Categorize 23 uncategorized transactions
   → Run /smith:categorize

2. [MEDIUM] Create rules for frequently used patterns
   → Review LLM patterns after categorization

3. [LOW] Review unused categories
   → Consider consolidation
─────────────────────────────────────────────────────────────────

Step 5: Offer Next Steps

Based on health score:

If score < 50 (Poor):

⚠️ Your financial setup needs attention
→ Start with: /smith:categorize to fix uncategorized transactions

If score 50-69 (Fair):

💡 Room for improvement
→ Focus on the top recommendation above

If score >= 70 (Good/Excellent):

✅ Your setup is healthy!
→ Run /smith:insights to explore your financial data

Visual Style

Health Score Display:

• 90-100: 🟢 Excellent
• 70-89: 🟡 Good
• 50-69: 🟠 Fair
• Below 50: 🔴 Poor

Use ASCII progress bars for dimension scores.

---

Health Dimensions

Dimension	Weight	Checks
Data Quality	25%	Uncategorized %, duplicates, missing payees
Rule Coverage	20%	Auto-categorization rate, rule accuracy
Category Health	15%	Structure, hierarchy, unused categories
Tax Compliance	15%	Deduction tracking, substantiation
Budget Alignment	15%	Spending vs goals, trending
Account Health	10%	Connections, reconciliation

Score Interpretation

Score	Status	Action
90-100	Excellent	Maintain current practices
70-89	Good	Minor improvements available
50-69	Fair	Several issues to address
<50	Poor	Significant work needed

Check Types

Type	Duration	Best For
--quick	~30 seconds	Regular check-ins (default)
--full	2-3 minutes	Monthly deep analysis
--category=X	~1 minute	Focused investigation

Next Steps

• Improve categorization: /smith:categorize
• Review conflicts: /smith:review-conflicts
• View insights: /smith:insights spending
• Tax review: /smith:tax deductions