Bookkeeping

Name: Bookkeeping
Author: aibot88

ASecurity

記帳系統。解析自然語言記帳指令，寫入 SQLite 資料庫並同步 Beancount 帳本。Use when user wants to record expenses, check spending, query transaction history, or manage accounts. Triggers on keywords like "記帳", "記賬", "花了", "買了", "支出", "收入", amount+category patterns (e.g. "40 飲料", "午餐 200").

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Added September 12, 2026

databasespythongobashsql

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Scanned September 12, 2026

npx -y skills add aibot88/sec_skill_store --skill bookkeeping --agent claude-code

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SKILL.md

---
name: bookkeeping
description: 記帳系統。解析自然語言記帳指令，寫入 SQLite 資料庫並同步 Beancount 帳本。Use when user wants to record expenses, check spending, query transaction history, or manage accounts. Triggers on keywords like "記帳", "記賬", "花了", "買了", "支出", "收入", amount+category patterns (e.g. "40 飲料", "午餐 200").
---

# Bookkeeping Skill

解析自然語言記帳 → SQLite（source of truth）→ 同步 Beancount。

## 檔案結構

```
bookkeeping/
├── SKILL.md
├── scripts/
│   ├── init_db.py          # 初始化 SQLite
│   ├── add_transaction.py  # 新增交易
│   └── sync_beancount.py   # SQLite → Beancount 全量同步
└── references/
    └── accounts.md         # 帳戶對照表
```

## 資料路徑

- **SQLite:** `~/.openclaw/workspace/ledger/bookkeeping.db`
- **Beancount:** `~/.openclaw/workspace/ledger/main.beancount`

## 核心流程：記帳

1. 收到記帳訊息（如 "40 飲料"、"午餐便當80 飲料40"）
2. 解析出交易列表：每筆含 `date`, `payee`, `narration`, `account`, `amount`
3. 執行 `scripts/add_transaction.py`，傳入原始訊息 + 解析結果（如有提到店家，加 `shop` 欄位）
4. 腳本自動：寫入 SQLite + append Beancount
5. 回覆確認

### 解析規則

- 金額 + 類別：「40 飲料」→ amount=40, narration=飲料
- 類別 + 金額：「午餐 200」→ amount=200, narration=午餐
- 多筆合一：「午餐80 飲料40」→ 兩筆交易，共用同一 message
- 日期預設今天，可指定：「昨天午餐 150」「2/20 加油 1500」
- 帳戶映射見 `references/accounts.md`
- 店家（shop）：用戶有提到才記錄，沒提不強制（如「麥當勞 晚餐169」→ shop=麥當勞）

### 付款方式

- 預設：Assets:Cash
- 可指定：「刷卡 午餐 300」→ Liabilities:CreditCard
- 關鍵字：刷卡/信用卡 → CreditCard，轉帳 → Bank:Checking

## 查詢

- 「今天花了多少」→ 查 SQLite 當日 SUM
- 「這個月飲料花了多少」→ 按 account + 月份查詢
- 「最近的記帳」→ 最近 N 筆

## add_transaction.py 用法

```bash
# 無店家
python3 scripts/add_transaction.py \
  --db ~/.openclaw/workspace/ledger/bookkeeping.db \
  --beancount ~/.openclaw/workspace/ledger/main.beancount \
  --message "40 飲料" \
  --sender "2078364301" \
  --transactions '[{"date":"2026-02-24","payee":"飲料店","narration":"飲料","account":"Expenses:Food:Drinks","amount":40,"currency":"TWD"}]'

# 有店家
python3 scripts/add_transaction.py \
  --db ~/.openclaw/workspace/ledger/bookkeeping.db \
  --beancount ~/.openclaw/workspace/ledger/main.beancount \
  --message "麥當勞 晚餐169" \
  --sender "2078364301" \
  --transactions '[{"date":"2026-02-24","payee":"麥當勞","narration":"晚餐","account":"Expenses:Food:DiningOut","amount":169,"currency":"TWD","shop":"麥當勞"}]'
```

## 注意事項

- SQLite 是 source of truth，Beancount 可由 SQLite 重新生成
- 重複記帳檢查：同一 message 不重複寫入
- Beancount payee 欄位必填（格式：`"payee" "narration"`）
- 相對日期（昨天、上禮拜五）先用 `date` 命令確認再計算