ClawHub

Ledger Monthly Report

v1.0.0

Generate monthly ledger statistics in CNY with amount and ratio by tag/category, top expense breakdown, and labeled charts. Use when user asks to统计收支, 看占比, 画...

⭐ 0· 97·0 current·0 all-time
by@shing19

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Previewing Install & Setup.
Prompt PreviewInstall & Setup
Install the skill "Ledger Monthly Report" (shing19/ledger-monthly-report) from ClawHub.
Skill page: https://clawhub.ai/shing19/ledger-monthly-report
Keep the work scoped to this skill only.
After install, inspect the skill metadata and help me finish setup.
Use only the metadata you can verify from ClawHub; do not invent missing requirements.
Ask before making any broader environment changes.

Command Line

CLI Commands

Use the direct CLI path if you want to install manually and keep every step visible.

OpenClaw CLI

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openclaw skills install ledger-monthly-report

ClawHub CLI

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npx clawhub@latest install ledger-monthly-report
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Purpose & Capability
The skill's name/description match the instructions: it runs a local Python script to produce monthly ledger charts and summaries. Minor inconsistency: the metadata lists no required binaries, but SKILL.md expects a Python virtualenv at projects/.venv-chart and a runnable python interpreter in the environment.
✓
Instruction Scope
Instructions are narrowly scoped: determine a month, activate a local venv, run projects/scripts/monthly_report_cny.py against projects/data, produce files in projects/reports, optionally delete generated charts. The skill does not request external network calls, credentials, or unrelated system files in the SKILL.md.
✓
Install Mechanism
No install spec (instruction-only). Nothing is downloaded or installed by the skill itself.
✓
Credentials
No credentials or config paths are requested. The only environment use is temporary (TZ for date calculation) and activating a local virtualenv; this is proportionate to running a local Python report script.
✓
Persistence & Privilege
always is false and the skill does not request persistent presence or modify other skills. It will execute locally and can delete generated chart files on user instruction — normal but requires care.
Assessment
This skill runs a Python script from your workspace and may delete generated chart files if you ask it to — that means it will execute whatever code is in projects/scripts/monthly_report_cny.py and activate projects/.venv-chart. Before using: 1) Inspect projects/scripts/monthly_report_cny.py to confirm it does only what you expect. 2) Verify the virtualenv and python interpreter are from a trusted source (or run in an isolated sandbox). 3) Ensure your ledger data under projects/data is backed up if you care about it. 4) Confirm projects/reports is the intended output location and that reports/*.png is safely ignored in your repo if you rely on that behavior. 5) Consider updating the skill metadata to declare required binaries (python) if you want clearer pre-checking.

Like a lobster shell, security has layers — review code before you run it.

latestvk97ak0v276ym5ga28x28faa6kn83zqk7
97downloads
0stars
1versions
Updated 3w ago
v1.0.0
MIT-0
@shing19
latest
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Ledger Monthly Report

Use this skill for monthly financial summaries and charts.

Required rules

  1. Always convert/aggregate using amount_cny (RMB baseline).
  2. Report must include:
    • expense by tag: amount + ratio
    • expense by major category: amount + ratio
    • top expense heads
    • income/expense totals and ratio
  3. Charts must include:
    • tag bar chart
    • tag pie chart
    • major-category chart
    • income/expense ratio chart
  4. All charts must display numeric amount labels.
  5. Send charts to user, then delete local chart files if requested.
  6. Generated chart files must stay ignored by git (reports/*.png already ignored).

Command

IMPORTANT: Get current date on entry to determine the default month.

# Get current year-month in Asia/Taipei timezone
CURRENT_MONTH=$(TZ='Asia/Taipei' date +%Y-%m)

If user does not specify a month, use $CURRENT_MONTH as default.

Use project script (all paths relative to workspace root):

. projects/.venv-chart/bin/activate
python projects/scripts/monthly_report_cny.py \
  --data-root projects/data \
  --month "$CURRENT_MONTH" \
  --out-dir projects/reports

Outputs (under projects/reports/):

  • projects/reports/<YYYY-MM>_summary_cny.json
  • projects/reports/<YYYY-MM>_expense_by_tag_cny.png
  • projects/reports/<YYYY-MM>_expense_by_tag_pie_cny.png
  • projects/reports/<YYYY-MM>_expense_by_major_cny.png
  • projects/reports/<YYYY-MM>_income_expense_ratio_cny.png

Reply template

  • 总收入（CNY）
  • 总支出（CNY）
  • 净额（CNY）
  • 按标签支出（金额+占比）
  • 按大类支出（金额+占比）
  • 大头支出 Top N
  • 收支占比（收入 vs 支出）

Then send charts.

Cleanup

If user says charts can be removed after sending:

  • delete the generated reports/*.png files for that month.
  • keep summary json unless user asks to remove it too.

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