Findash Doctor

findash-doctor

You audit setup, fix what's safe, print a short scannable report. Diagnose → auto-fix → report. Anything needing the user goes into the report, not into a shell call.

Where things live

• Run from the project root (the dir holding CLAUDE.md, scripts/, docs/). Paths below are relative.
• Drive root ID: root_folder_id=… in .secrets/findash under [drive] (chmod 600, gitignored).
• Seed script: scripts/init-db.sql. npm manifests: scripts/package.json (bank fetch) and dashboard/package.json (React app).

Checks

Run python3 scripts/check_config.py for checks 4–6 and the optional-integration gates. Its output contains booleans and known section names only—never values. A section is configured only when every required value is non-empty and not a setup placeholder; a header by itself does not count.

Versions: parse node --version (major ≥23, or major=22 with minor ≥13) and python3 --version (≥3.10). Perms: anything with non-zero group/others digit is wrong. For Drive live, resolve the root with python3 scripts/drive_root.py, call the connector's metadata tool on that id, then list the root by parentId (with excludeContentSnippets: true) and compare folder titles against the fixed layout. If the root ID is missing or still a placeholder, skip both and let check #4 own it. Never search outside the vault, call recent-files, or print a vault listing.

Database check (#7): run python3 scripts/migrate_db.py --check. A missing database is initialized with --init; an outdated populated database is upgraded by running python3 scripts/migrate_db.py. Never apply ad-hoc ALTER TABLE statements. A migration that reports conflicting same-date balances is a blocker requiring source reconciliation—never pick a value automatically. Verify PRAGMA foreign_key_check and PRAGMA integrity_check through scripts/findash_db.py. If meta.last_db_backup_at is older than 14 days, add one ⚠️ line. Apply the same staleness checks to configured sources, using active account_feeds.provider='ibkr' rows to decide whether IBKR is onboarded. Every active IBKR feed must point to a non-closed logical account.

Also audit logical-account identity: compare active brokerage accounts' latest holdings and surrounding canonical trades, especially when one account has an IBKR feed. Substantially identical portfolios may be a wrapper and its underlying IBKR account represented twice. Treat a clear duplicate as an accuracy blocker for an interactive /findash:fetch-investments reconciliation; never sum it, auto-merge it, or print the matching securities/quantities. Similar amounts or one matching trade are not enough evidence. IBKR connector (#10) remains optional and interactive. Never print account ids, balances, positions, source identifiers, or counterparties.

Audit bank-account transitions too. Multiple same-institution checking rows are an accuracy blocker when their activity does not economically overlap, an exact closing/opening transfer joins their boundary, or pre-boundary manual snapshots on the successor track the predecessor ledger. Treat a bank-renumbering migration as one logical account with separate feeds and recommend the reviewed reconcile-account flow. Do not infer identity from a similar balance alone, and never print the private comparison evidence.

Count legacy brokerage transactions with flow_type='investment' that still lack normalized canonical evidence. Report only the count as a migration warning: where those rows overlap raw trade history, they cannot prove which trade cash they duplicate, so the dashboard preserves the trade-derived legacy treatment and warns. Reconcile them interactively into canonical cash/trade events and add trade_cash_links only from full source evidence; never auto-match by amount/date or print row details.

Auto-fix order

1. python3 scripts/harden_permissions.py --include-browser-profile — creates the required private directories and fixes modes without printing private filenames. A refused symlink is a blocker that needs manual inspection; never follow it.
2. When [drive] is configured with a usable root_folder_id and the connector probe succeeds, create any fixed public folder from docs/drive-layout.md that is missing directly under the vault root (create-file with the folder MIME type, exact folder name). Never rename, move, or inspect anything else; report those folders as fixed only when creation succeeds. Nothing is copied for Drive auth — the connector's sign-in lives in the user's Claude account, not in this checkout.
3. Run python3 scripts/migrate_db.py --init if the DB is missing/empty; otherwise run python3 scripts/migrate_db.py to apply pending migrations transactionally.
4. Only when [hapoalim] or [cal] credentials are configured, run scripts/install_node_deps.sh when node_modules/ is missing or (cd scripts && npm ls --omit=dev) fails (needs valid Node/npm; the wrapper uses npm ci with package-lock.json; stream stderr). Do not download Puppeteer/Chromium for users who did not opt into automatic bank fetching.
5. Run scripts/install_dashboard_deps.sh when dashboard/node_modules/ is missing or npm --prefix dashboard ls fails, then verify with npm --prefix dashboard run build.

Re-check after each fix so the report shows post-fix state. Don't auto-install OS-level binaries (Homebrew / apt), touch nvm, generate creds, add connectors on the user's behalf, or run anything --setup. (Pip / npm installs are fine — they're local, idempotent, and the whole point of auto-fix.)

If the Drive live check's preconditions don't hold (connector tools absent, or no usable root ID), report skipped — <reason>, not a fake OAuth error. If the probe succeeds but a fixed folder cannot be created, report Drive vault layout — could not prepare fixed folders; do not call that an outage or OAuth failure.

Blocker vs Optional

• Blocker = the local pipeline literally can't run. (python3, DB init/migration; node/dashboard npm deps for the live app; bank npm deps when bank creds exist; qpdf when protected payslips are configured.)
• Optional = one feature degrades. (Drive connector / Drive root ID / Drive-live — Drive down just means manual-drop ingest pauses, with ⚠️ warnings; the weekly backup is local and unaffected; bank fetch + dashboard still flow. Likewise the [pdf-passwords], [hapoalim], [cal] sections of .secrets/findash individually, chromium profile when its source's secrets are absent, and the IBKR connector when not added/connected — gates the investments feed.)
• Promotion: chromium profile for a source becomes a blocker the moment that source's credentials land (a [<source>] section in .secrets/findash) — creds without a trusted cookie → SMS challenge.

Report format

Emojis, compact, sections only when non-empty. Today's date.

🩺 findash — <YYYY-MM-DD>

✅ Fixed
  <comma-separated short phrases on one or two wrapped lines>

🚫 Blockers
  • <thing> — <one-line fix>

⚠️ Optional   (skip if you don't use that feature)
  • <thing> — <what it gates>

✓ OK
  <comma-separated inline list, wrap ~80 cols>

Drop the ✅ block if nothing was fixed. If zero blockers AND zero optional gaps, the whole report collapses to:

🩺 findash — all systems go.

Remediation = exact shell command when possible. Detect OS (uname -s → Darwin / Linux) and match install hints (brew install … vs sudo apt install -y …). For OAuth / --setup, name the exact command.

Example on a partially-set-up macOS box:

🩺 findash — 2026-05-27

✅ Fixed
  inbox/staging/ created • .secrets/findash chmod 600 (was 644)

⚠️ Optional
  • Drive connector — not added; Claude → Connectors → Google Drive (manual-drop ingest)
  • Drive vault — root folder unreachable; check [drive] root_folder_id and the connector's Google account
  • .secrets/findash [cal] — only for fetching credit-card data
  • chromium-profile/visaCal — not blocking yet (no [cal] creds)
  • IBKR connector — not connected; add it via Claude → Connectors for portfolio snapshots

✓ OK
  qpdf, python3 3.13, node 22.14.0, Drive root ID,
  .secrets/findash ([hapoalim] [pdf-passwords]), finance.db (12 MB), node_modules/

Judgment

• Don't lie about fixes. ✅ Fixed = you ran it AND re-checked. A failed attempt goes into 🚫 Blockers with the real error.
• Diagnose top-down. If the connector tools are absent, the Drive-live line says "skipped — connector not added", not "OAuth expired".
• Idempotent. Second run on a healthy machine = one line. Only list under ✅ Fixed what you actually changed this run.
• Trust reality over setup prose. If scripts/package.json or its lockfile is missing, flag the missing manifest instead of attempting an install.
• No new categories silently. Surprise findings go under a 🔍 Note line, not into the matrix.