希腊会计仪表盘
该技能将OpenClaw转变为一个全面的会计仪表盘,为管理希腊企业客户的助手提供英文商业智能。它将所有10个现有技能的数据整合为可操作的视图、警报和报告。
设置
bash
export OPENCLAWDATADIR=/data
which jq || sudo apt install jq
无需外部凭证。通过读取OPENCLAWDATADIR中本地文件的数据,生成基于文本的仪表盘报告。
核心理念
- - 英文界面,希腊数据:仪表盘使用英文,处理希腊商业文件和法规
- 助手优先设计:专为会计助手构建,而非高级合伙人或IT人员
- 实时感知:即时了解合规状态、截止日期和客户健康状况
- 基于文件处理:通过OpenClaw文件系统管理仪表盘状态,无需数据库
- 技能集成中心:将所有现有技能的数据拉取到统一视图中
- 生产就绪:错误处理、后备显示和优雅降级
OpenClaw命令
仪表盘初始化与配置
bash
为会计事务所初始化仪表盘
openclaw dashboard init --firm-name 事务所名称 --language en --data-language el
openclaw dashboard configure --clients-dir /data/clients/ --reports-dir /data/reports/
openclaw dashboard set-preferences --timezone Europe/Athens --currency EUR --date-format DD/MM/YYYY
助手用户设置
openclaw dashboard add-user --name 助手姓名 --role assistant --clients 客户1,客户2
openclaw dashboard set-alerts --user 助手姓名 --email --urgency-threshold medium
openclaw dashboard set-working-hours --start 08:00 --end 18:00 --timezone Europe/Athens
日常运营仪表盘
bash
早晨启动 - 全面的每日简报
openclaw dashboard morning-briefing --date today --include-alerts --include-deadlines
openclaw dashboard daily-status --all-clients --highlight-urgent
openclaw dashboard task-queue --show-pending --show-overdue --prioritize
实时监控
openclaw dashboard live-status --refresh 15min --alerts-only
openclaw dashboard compliance-check --all-clients --flag-issues
openclaw dashboard document-queue --unprocessed --awaiting-review --count
日终总结
openclaw dashboard eod-summary --completed-tasks --remaining-issues --tomorrow-preview
客户组合仪表盘
bash
客户概览与管理
openclaw dashboard client-overview --client 客户AE --period current-month
openclaw dashboard client-health --all-clients --score --rank
openclaw dashboard client-alerts --client 客户AE --unresolved --history 30d
客户财务快照
openclaw dashboard client-financials --client 客户AE --vat-status --payroll-status
openclaw dashboard client-documents --client 客户AE --pending --processed --missing
openclaw dashboard client-timeline --client 客户AE --upcoming-deadlines --past-filings
多客户比较
openclaw dashboard portfolio-summary --all-clients --compliance-score --risk-level
openclaw dashboard workload-analysis --by-client --by-task-type --estimated-hours
合规与截止日期仪表盘
bash
截止日期监控集成
openclaw dashboard deadlines --upcoming 30d --by-client --by-type
openclaw dashboard deadline-calendar --month current --export-ical
openclaw dashboard deadline-risk --overdue --due-within 7d --missing-documents
AADE合规状态
openclaw dashboard aade-status --vat-filings --mydata-submissions --system-health
openclaw dashboard aade-changes --recent --impact-assessment --action-required
EFKA合规状态
openclaw dashboard efka-status --contributions --declarations --upcoming-deadlines
openclaw dashboard efka-employees --by-client --status-check --contribution-amounts
市政及其他合规
openclaw dashboard municipal-status --property-taxes --local-fees --permit-renewals
openclaw dashboard compliance-scorecard --all-categories --trend --recommendations
财务报告仪表盘
bash
收入与计费报告
openclaw dashboard revenue-report --period monthly --by-client --by-service
openclaw dashboard billing-status --outstanding --overdue --payment-history
openclaw dashboard fee-tracking --billable-hours --fixed-fees --expenses
VAT报告
openclaw dashboard vat-summary --all-clients --current-period --comparison-previous
openclaw dashboard vat-reconciliation --client 客户AE --flag-discrepancies
openclaw dashboard vat-forecast --next-quarter --estimated-amounts
薪资概览
openclaw dashboard payroll-status --all-clients --current-month --cost-breakdown
openclaw dashboard payroll-calendar --upcoming-runs --contribution-deadlines
openclaw dashboard payroll-comparison --month-over-month --flag-anomalies
银行集成状态
openclaw dashboard bank-feeds --all-clients --last-sync --unreconciled-count
openclaw dashboard bank-reconciliation --client 客户AE --status --discrepancies
openclaw dashboard cash-flow-overview --all-clients --current-month --trend
警报管理仪表盘
bash
警报配置
openclaw dashboard alert-rules --list --add --modify --delete
openclaw dashboard alert-channels --configure email,slack,sms --test # 未配置的通道将被跳过
openclaw dashboard alert-escalation --set-levels --timeout-minutes 60
警报监控
openclaw dashboard alerts --active --unacknowledged --critical-only
openclaw dashboard alert-history --last 7d --by-type --by-client
openclaw dashboard alert-acknowledge --alert-id {id} --note 已采取措施
openclaw dashboard alert-snooze --alert-id {id} --until 2026-03-01
警报类型与优先级
openclaw dashboard alert-types:
# 优先级:严重(需立即处理)
- aade-deadline-missed # 申报截止日期已过
- aade-system-outage-critical # 政府系统在截止日期前宕机
- compliance-violation-detected # 活跃的合规问题
- bank-feed-authentication-failed # 银行连接丢失
# 优先级:高(需在24小时内处理)
- deadline-approaching-48h # 截止日期在48小时内
- document-missing-for-filing # 未收到所需文件
- vat-discrepancy-detected # VAT计算不匹配
- payroll-run-overdue # 薪资未按时处理
# 优先级:中(需在1周内处理)
- deadline-approaching-7d # 截止日期在7天内
- client-documents-pending # 待处理文件
- bank-reconciliation-overdue # 对账未完成
- efka-contribution-reminder # 社保缴费即将到期
# 优先级:低(信息性)
- aade-announcement-new # 新的政府公告
- document-processed-successfully # 处理成功确认
- monthly-report-ready # 自动生成的报告
- system-maintenance-scheduled # 计划维护窗口
报告生成仪表盘
bash
自动报告生成
openclaw dashboard generate-report --type daily-summary --format html --output /data/reports/
openclaw dashboard generate-report --type client-status --client 客户AE --format pdf
openclaw dashboard generate-report --type compliance-overview --all-clients --format xlsx
openclaw dashboard generate-report --type deadline-forecast --period 90d --format html
报告排程
openclaw dashboard schedule-report --type daily-summary --time 08:00 --recipients team@firm.gr
openclaw dashboard schedule-report --type weekly-digest --day monday --time 09:00
openclaw dashboard schedule-report --type monthly-review --day 1 --time 10:00
报告模板
openclaw dashboard report-templates --list
openclaw dashboard report-templates --create --name 客户季度回顾 --sections financials,compliance,deadlines,recommendations
openclaw dashboard report-templates --customize --template 客户季度回顾 --add-logo --add-footer
仪表盘数据架构
基于文件的状态管理
yaml
Dashboard
FileStructure:
config:
- /data/dashboard/config/firm-settings.yaml
- /