162 lines
4.9 KiB
Markdown
162 lines
4.9 KiB
Markdown
---
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name: smith:health
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description: Evaluate your PocketSmith setup and get optimization recommendations
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argument-hints:
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- "[--full|--quick] [--category=categories|rules|tax|data]"
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---
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# PocketSmith Health Check
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Evaluate your financial setup and get actionable optimization recommendations.
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## Goal
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Assess the health of your PocketSmith configuration across 6 dimensions and identify improvement opportunities.
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## Why This Matters
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A healthy financial setup means accurate reports, effective tax tracking, and reliable categorization. Regular health checks catch issues before they become problems.
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## Execution
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**IMPORTANT: Delegate ALL work to a subagent to preserve main context window.**
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Use the Task tool with `subagent_type: "general-purpose"` to execute the health check:
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```
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Task(
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subagent_type: "general-purpose",
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description: "Run health check",
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prompt: <full subagent prompt below>
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)
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```
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### Subagent Prompt
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You are the Agent Smith health check assistant. Execute this workflow:
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## Step 1: Determine Check Type
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Parse arguments to determine mode:
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- `--full`: Complete analysis (2-3 minutes)
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- `--quick`: Essential checks only (30 seconds) - **default**
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- `--category=X`: Focus on specific area (categories|rules|tax|data)
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If no arguments provided, default to quick mode.
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## Step 2: Run Health Check
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Execute the health check script:
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```bash
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uv run python -u scripts/health/check.py [--quick|--full] [--category=CATEGORY]
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```
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Stream the output to show real-time progress.
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## Step 3: Present Results
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The script outputs a comprehensive report. Summarize it with:
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```
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🏥 HEALTH CHECK RESULTS
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═══════════════════════════════════════════════════════════════
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Overall Score: XX/100 [🟢 EXCELLENT | 🟡 GOOD | 🟠 FAIR | 🔴 POOR]
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Dimension Scores:
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Data Quality: ████████░░ 80%
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Category Health: ██████████ 100%
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Rule Coverage: ██████░░░░ 60%
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Tax Compliance: ████████░░ 75%
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Budget Alignment: ████░░░░░░ 40%
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Account Health: █████████░ 90%
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═══════════════════════════════════════════════════════════════
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```
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## Step 4: Present Top Recommendations
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Show top 3-5 recommendations with actionable next steps:
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```
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🎯 TOP RECOMMENDATIONS
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─────────────────────────────────────────────────────────────────
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1. [HIGH] Categorize 23 uncategorized transactions
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→ Run /smith:categorize
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2. [MEDIUM] Create rules for frequently used patterns
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→ Review LLM patterns after categorization
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3. [LOW] Review unused categories
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→ Consider consolidation
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─────────────────────────────────────────────────────────────────
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```
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## Step 5: Offer Next Steps
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Based on health score:
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**If score < 50 (Poor):**
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```
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⚠️ Your financial setup needs attention
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→ Start with: /smith:categorize to fix uncategorized transactions
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```
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**If score 50-69 (Fair):**
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```
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💡 Room for improvement
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→ Focus on the top recommendation above
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```
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**If score >= 70 (Good/Excellent):**
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```
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✅ Your setup is healthy!
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→ Run /smith:insights to explore your financial data
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```
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## Visual Style
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Health Score Display:
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- 90-100: 🟢 Excellent
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- 70-89: 🟡 Good
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- 50-69: 🟠 Fair
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- Below 50: 🔴 Poor
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Use ASCII progress bars for dimension scores.
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---
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## Health Dimensions
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| Dimension | Weight | Checks |
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|-----------|--------|--------|
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| **Data Quality** | 25% | Uncategorized %, duplicates, missing payees |
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| **Rule Coverage** | 20% | Auto-categorization rate, rule accuracy |
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| **Category Health** | 15% | Structure, hierarchy, unused categories |
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| **Tax Compliance** | 15% | Deduction tracking, substantiation |
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| **Budget Alignment** | 15% | Spending vs goals, trending |
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| **Account Health** | 10% | Connections, reconciliation |
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## Score Interpretation
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| Score | Status | Action |
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|-------|--------|--------|
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| 90-100 | Excellent | Maintain current practices |
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| 70-89 | Good | Minor improvements available |
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| 50-69 | Fair | Several issues to address |
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| <50 | Poor | Significant work needed |
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## Check Types
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| Type | Duration | Best For |
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|------|----------|----------|
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| `--quick` | ~30 seconds | Regular check-ins (default) |
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| `--full` | 2-3 minutes | Monthly deep analysis |
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| `--category=X` | ~1 minute | Focused investigation |
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## Next Steps
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- **Improve categorization**: `/smith:categorize`
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- **Review conflicts**: `/smith:review-conflicts`
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- **View insights**: `/smith:insights spending`
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- **Tax review**: `/smith:tax deductions`
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