{ "schemaVersion": "1.0", "item": { "slug": "dashboard-greek-accounting", "name": "Dashboard Greek Accounting", "source": "tencent", "type": "skill", "category": "数据分析", "sourceUrl": "https://clawhub.ai/satoshistackalotto/dashboard-greek-accounting", "canonicalUrl": "https://clawhub.ai/satoshistackalotto/dashboard-greek-accounting", "targetPlatform": "OpenClaw" }, "install": { "downloadMode": "redirect", "downloadUrl": "/downloads/dashboard-greek-accounting", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=dashboard-greek-accounting", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "installMethod": "Manual import", "extraction": "Extract archive", "prerequisites": [ "OpenClaw" ], "packageFormat": "ZIP package", "includedAssets": [ "EVALS.json", "SKILL.md" ], "primaryDoc": "SKILL.md", "quickSetup": [ "Download the package from Yavira.", "Extract the archive and review SKILL.md first.", "Import or place the package into your OpenClaw setup." ], "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run." } ] }, "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-23T16:43:11.935Z", "expiresAt": "2026-04-30T16:43:11.935Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard", "contentDisposition": "attachment; filename=\"4claw-imageboard-1.0.1.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/dashboard-greek-accounting" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] }, "downloadPageUrl": "https://openagent3.xyz/downloads/dashboard-greek-accounting", "agentPageUrl": "https://openagent3.xyz/skills/dashboard-greek-accounting/agent", "manifestUrl": "https://openagent3.xyz/skills/dashboard-greek-accounting/agent.json", "briefUrl": "https://openagent3.xyz/skills/dashboard-greek-accounting/agent.md" }, "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run." } ] }, "documentation": { "source": "clawhub", "primaryDoc": "SKILL.md", "sections": [ { "title": "Dashboard Greek Accounting", "body": "This skill transforms OpenClaw into a comprehensive accounting dashboard, providing English-language business intelligence for assistants managing Greek business clients. It aggregates data from all 10 existing skills into actionable views, alerts, and reports." }, { "title": "Setup", "body": "export OPENCLAW_DATA_DIR=\"/data\"\nwhich jq || sudo apt install jq\n\nNo external credentials required. Generates text-based dashboard reports by reading data from local files in OPENCLAW_DATA_DIR." }, { "title": "Core Philosophy", "body": "English Interface, Greek Data: Dashboard in English, processing Greek business documents and regulations\nAssistant-First Design: Built for accountants assistants, not senior partners or IT staff\nReal-Time Awareness: Instant visibility into compliance status, deadlines, and client health\nFile-Based Processing: Dashboard state managed through OpenClaw file system, no database required\nSkill Integration Hub: Pulls data from all existing skills into unified views\nProduction Ready: Error handling, fallback displays, and graceful degradation" }, { "title": "Dashboard Initialization & Configuration", "body": "# Initialize dashboard for accounting firm\nopenclaw dashboard init --firm-name \"FIRM NAME\" --language en --data-language el\nopenclaw dashboard configure --clients-dir /data/clients/ --reports-dir /data/reports/\nopenclaw dashboard set-preferences --timezone \"Europe/Athens\" --currency EUR --date-format DD/MM/YYYY\n\n# User setup for assistants\nopenclaw dashboard add-user --name \"Assistant Name\" --role assistant --clients \"CLIENT1,CLIENT2\"\nopenclaw dashboard set-alerts --user \"Assistant Name\" --email --urgency-threshold medium\nopenclaw dashboard set-working-hours --start 08:00 --end 18:00 --timezone \"Europe/Athens\"" }, { "title": "Daily Operations Dashboard", "body": "# Morning startup - comprehensive daily briefing\nopenclaw dashboard morning-briefing --date today --include-alerts --include-deadlines\nopenclaw dashboard daily-status --all-clients --highlight-urgent\nopenclaw dashboard task-queue --show-pending --show-overdue --prioritize\n\n# Real-time monitoring\nopenclaw dashboard live-status --refresh 15min --alerts-only\nopenclaw dashboard compliance-check --all-clients --flag-issues\nopenclaw dashboard document-queue --unprocessed --awaiting-review --count\n\n# End of day summary\nopenclaw dashboard eod-summary --completed-tasks --remaining-issues --tomorrow-preview" }, { "title": "Client Portfolio Dashboard", "body": "# Client overview and management\nopenclaw dashboard client-overview --client \"CLIENT AE\" --period current-month\nopenclaw dashboard client-health --all-clients --score --rank\nopenclaw dashboard client-alerts --client \"CLIENT AE\" --unresolved --history 30d\n\n# Client financial snapshot\nopenclaw dashboard client-financials --client \"CLIENT AE\" --vat-status --payroll-status\nopenclaw dashboard client-documents --client \"CLIENT AE\" --pending --processed --missing\nopenclaw dashboard client-timeline --client \"CLIENT AE\" --upcoming-deadlines --past-filings\n\n# Multi-client comparison\nopenclaw dashboard portfolio-summary --all-clients --compliance-score --risk-level\nopenclaw dashboard workload-analysis --by-client --by-task-type --estimated-hours" }, { "title": "Compliance & Deadline Dashboard", "body": "# Deadline monitoring integration\nopenclaw dashboard deadlines --upcoming 30d --by-client --by-type\nopenclaw dashboard deadline-calendar --month current --export-ical\nopenclaw dashboard deadline-risk --overdue --due-within 7d --missing-documents\n\n# AADE compliance status\nopenclaw dashboard aade-status --vat-filings --mydata-submissions --system-health\nopenclaw dashboard aade-changes --recent --impact-assessment --action-required\n\n# EFKA compliance status\nopenclaw dashboard efka-status --contributions --declarations --upcoming-deadlines\nopenclaw dashboard efka-employees --by-client --status-check --contribution-amounts\n\n# Municipal & other compliance\nopenclaw dashboard municipal-status --property-taxes --local-fees --permit-renewals\nopenclaw dashboard compliance-scorecard --all-categories --trend --recommendations" }, { "title": "Financial Reporting Dashboard", "body": "# Revenue and billing reports\nopenclaw dashboard revenue-report --period monthly --by-client --by-service\nopenclaw dashboard billing-status --outstanding --overdue --payment-history\nopenclaw dashboard fee-tracking --billable-hours --fixed-fees --expenses\n\n# VAT reporting\nopenclaw dashboard vat-summary --all-clients --current-period --comparison-previous\nopenclaw dashboard vat-reconciliation --client \"CLIENT AE\" --flag-discrepancies\nopenclaw dashboard vat-forecast --next-quarter --estimated-amounts\n\n# Payroll overview\nopenclaw dashboard payroll-status --all-clients --current-month --cost-breakdown\nopenclaw dashboard payroll-calendar --upcoming-runs --contribution-deadlines\nopenclaw dashboard payroll-comparison --month-over-month --flag-anomalies\n\n# Banking integration status\nopenclaw dashboard bank-feeds --all-clients --last-sync --unreconciled-count\nopenclaw dashboard bank-reconciliation --client \"CLIENT AE\" --status --discrepancies\nopenclaw dashboard cash-flow-overview --all-clients --current-month --trend" }, { "title": "Alert Management Dashboard", "body": "# Alert configuration\nopenclaw dashboard alert-rules --list --add --modify --delete\nopenclaw dashboard alert-channels --configure email,slack,sms --test # Unconfigured channels skipped\nopenclaw dashboard alert-escalation --set-levels --timeout-minutes 60\n\n# Alert monitoring\nopenclaw dashboard alerts --active --unacknowledged --critical-only\nopenclaw dashboard alert-history --last 7d --by-type --by-client\nopenclaw dashboard alert-acknowledge --alert-id {id} --note \"Action taken\"\nopenclaw dashboard alert-snooze --alert-id {id} --until \"2026-03-01\"\n\n# Alert types and priorities\nopenclaw dashboard alert-types:\n # Priority: CRITICAL (immediate action required)\n - aade-deadline-missed # Filing deadline has passed\n - aade-system-outage-critical # Government system down near deadline\n - compliance-violation-detected # Active compliance issue\n - bank-feed-authentication-failed # Banking connection lost\n \n # Priority: HIGH (action needed within 24 hours)\n - deadline-approaching-48h # Deadline within 48 hours\n - document-missing-for-filing # Required document not received\n - vat-discrepancy-detected # VAT calculation mismatch\n - payroll-run-overdue # Payroll not processed on time\n \n # Priority: MEDIUM (action needed within 1 week)\n - deadline-approaching-7d # Deadline within 7 days\n - client-documents-pending # Documents awaiting processing\n - bank-reconciliation-overdue # Reconciliation not completed\n - efka-contribution-reminder # Social security payment upcoming\n \n # Priority: LOW (informational)\n - aade-announcement-new # New government announcement\n - document-processed-successfully # Successful processing confirmation\n - monthly-report-ready # Automated report generated\n - system-maintenance-scheduled # Planned maintenance window" }, { "title": "Report Generation Dashboard", "body": "# Automated report generation\nopenclaw dashboard generate-report --type daily-summary --format html --output /data/reports/\nopenclaw dashboard generate-report --type client-status --client \"CLIENT AE\" --format pdf\nopenclaw dashboard generate-report --type compliance-overview --all-clients --format xlsx\nopenclaw dashboard generate-report --type deadline-forecast --period 90d --format html\n\n# Report scheduling\nopenclaw dashboard schedule-report --type daily-summary --time 08:00 --recipients \"team@firm.gr\"\nopenclaw dashboard schedule-report --type weekly-digest --day monday --time 09:00\nopenclaw dashboard schedule-report --type monthly-review --day 1 --time 10:00\n\n# Report templates\nopenclaw dashboard report-templates --list\nopenclaw dashboard report-templates --create --name \"Client Quarterly Review\" --sections \"financials,compliance,deadlines,recommendations\"\nopenclaw dashboard report-templates --customize --template \"Client Quarterly Review\" --add-logo --add-footer" }, { "title": "File-Based State Management", "body": "Dashboard_File_Structure:\n config:\n - /data/dashboard/config/firm-settings.yaml\n - /data/dashboard/config/user-preferences.yaml\n - /data/dashboard/config/alert-rules.yaml\n - /data/dashboard/config/report-templates.yaml\n \n state:\n - /data/dashboard/state/current-alerts.json\n - /data/dashboard/state/client-status.json\n - /data/dashboard/state/deadline-tracker.json\n - /data/dashboard/state/task-queue.json\n - /data/dashboard/state/system-health.json\n \n cache:\n - /data/dashboard/cache/aade-latest.json\n - /data/dashboard/cache/efka-latest.json\n - /data/dashboard/cache/bank-feeds-latest.json\n - /data/dashboard/cache/ocr-queue-status.json\n \n reports:\n - /data/dashboard/reports/daily/\n - /data/dashboard/reports/weekly/\n - /data/dashboard/reports/monthly/\n - /data/dashboard/reports/client-specific/\n \n history:\n - /data/dashboard/history/alerts/\n - /data/dashboard/history/compliance-scores/\n - /data/dashboard/history/performance-metrics/" }, { "title": "Client Status Data Model", "body": "Client_Status_Schema:\n client_id: \"unique_identifier\"\n legal_name_gr: \"ΕΤΑΙΡΕΙΑ ΑΕ\"\n legal_name_en: \"COMPANY SA\"\n afm: \"123456789\"\n doy: \"Α' ΑθηνϽν\"\n entity_type: \"AE|EPE|OE|EE|IKE|sole_proprietor\"\n \n compliance:\n overall_score: 95 # 0-100\n vat_status: \"current|overdue|pending\"\n income_tax_status: \"current|overdue|pending\"\n efka_status: \"current|overdue|pending\"\n mydata_status: \"current|overdue|pending\"\n enfia_status: \"current|overdue|pending\"\n \n deadlines:\n next_deadline: \"2026-03-20\"\n next_deadline_type: \"VAT Return\"\n overdue_count: 0\n upcoming_7d_count: 2\n upcoming_30d_count: 5\n \n documents:\n pending_processing: 3\n awaiting_review: 1\n missing_required: 0\n processed_this_month: 47\n \n financials:\n monthly_revenue: 125000.00\n monthly_vat_liability: 30000.00\n payroll_cost: 45000.00\n outstanding_receivables: 15000.00\n \n banking:\n last_sync: \"2026-02-17T08:00:00\"\n unreconciled_transactions: 5\n bank_connections_active: 2\n bank_connections_failed: 0\n \n risk_level: \"low|medium|high|critical\"\n last_updated: \"2026-02-17T10:30:00\"\n assigned_assistant: \"Assistant Name\"" }, { "title": "Alert Data Model", "body": "Alert_Schema:\n alert_id: \"ALT-2026-02-001\"\n type: \"deadline-approaching-48h\"\n priority: \"HIGH\"\n client_id: \"CLIENT_001\"\n client_name_en: \"COMPANY SA\"\n \n message_en: \"VAT return for COMPANY SA due in 48 hours\"\n message_gr: \"Υποβολή ΦΠΑ για ΕΤΑΙΡΕΙΑ ΑΕ σε 48 Ͻρεπš\"\n \n details:\n deadline_date: \"2026-02-19\"\n filing_type: \"F2 VAT Return\"\n period: \"January 2026\"\n amount_due: 12500.00\n documents_ready: true\n submission_system: \"myDATA\"\n \n status: \"active|acknowledged|snoozed|resolved\"\n created_at: \"2026-02-17T08:00:00\"\n acknowledged_by: null\n resolved_at: null\n \n actions:\n - \"Review VAT calculation\"\n - \"Verify supporting documents\"\n - \"Submit via myDATA portal\"\n - \"Confirm submission receipt\"" }, { "title": "Data Flow from Existing Skills", "body": "Skill_Integration_Map:\n accounting-workflows:\n provides:\n - document_processing_status\n - ocr_queue_metrics\n - data_entry_completion_rates\n dashboard_view: \"Document Processing Queue\"\n \n greek-compliance-aade:\n provides:\n - vat_calculation_status\n - payroll_processing_status\n - compliance_scores_per_client\n dashboard_view: \"Compliance Overview\"\n \n cli-deadline-monitor:\n provides:\n - upcoming_deadlines_by_client\n - overdue_items\n - deadline_tracker_data\n dashboard_view: \"Deadline Tracker & Alerts\"\n \n greek-email-processor:\n provides:\n - unprocessed_email_count\n - document_extraction_queue\n - client_communication_status\n dashboard_view: \"Email & Communications\"\n \n greek-individual-taxes:\n provides:\n - individual_tax_return_status\n - e1_form_progress\n - tax_calculation_summaries\n dashboard_view: \"Individual Tax Returns\"\n \n openclaw-greek-accounting-meta:\n provides:\n - orchestration_status\n - workflow_completion_rates\n - system_health_metrics\n dashboard_view: \"System Overview\"\n \n aade-api-monitor:\n provides:\n - government_system_status\n - regulatory_change_alerts\n - deadline_change_notifications\n dashboard_view: \"Government Systems Status\"\n \n greek-banking-integration:\n provides:\n - bank_feed_status_per_client\n - reconciliation_progress\n - transaction_import_metrics\n dashboard_view: \"Banking & Reconciliation\"\n \n greek-document-ocr:\n provides:\n - ocr_processing_queue\n - accuracy_metrics\n - greek_text_extraction_status\n dashboard_view: \"OCR Processing Status\"\n \n efka-api-integration:\n provides:\n - social_security_status\n - employee_contribution_tracking\n - declaration_submission_status\n dashboard_view: \"EFKA Social Security\"" }, { "title": "Dashboard Refresh Cycle", "body": "Refresh_Schedule:\n real_time: # Updated on every dashboard access\n - active_alerts\n - critical_deadlines\n - system_health\n \n frequent: # Every 15 minutes\n - document_processing_queue\n - email_inbox_status\n - bank_feed_status\n \n periodic: # Every hour\n - compliance_scores\n - client_status_overview\n - workload_metrics\n \n scheduled: # Daily at configured times\n - daily_reports\n - deadline_tracker_update\n - performance_analytics\n \n on_demand: # Triggered by user action\n - client_deep_dive\n - custom_reports\n - historical_analysis" }, { "title": "1. Morning Briefing View", "body": "┌─────────────────────────────────────────────────────────┐\n─š 🌅 MORNING BRIEFING - February 17, 2026 ─š\n─š Good morning, [Assistant Name] ─š\n├─────────────────────────────────────────────────────────┤\n─š ─š\n─š 🚨 CRITICAL ALERTS (2) ─š\n─š ├─ VAT Return overdue: ALPHA TRADING AE (was due 15/02)─š\n─š └─ Bank feed disconnected: Eurobank - BETA SERVICES EPE─š\n─š ─š\n─š ⚠️ TODAY'S DEADLINES (3) ─š\n─š ├─ Submit payroll declaration: GAMMA TECH IKE ─š\n─š ├─ EFKA contribution payment: DELTA LOGISTICS OE ─š\n─š └─ myDATA monthly submission: EPSILON RETAIL AE ─š\n─š ─š\n─š 📀¹ TASK QUEUE (12 items) ─š\n─š ├─ 5 documents awaiting processing ─š\n─š ├─ 3 bank reconciliations pending ─š\n─š ├─ 2 client emails requiring response ─š\n─š └─ 2 VAT calculations ready for review ─š\n─š ─š\n─š 📊 YESTERDAY'S SUMMARY ─š\n─š ├─ 23 documents processed (98% accuracy) ─š\n─š ├─ 4 filings submitted successfully ─š\n─š ├─ 15 bank transactions reconciled ─š\n─š └─ 0 deadlines missed ✅ ─š\n─š ─š\n─š ðŸÂ¦ GOVERNMENT SYSTEMS STATUS ─š\n─š ├─ TAXIS: ✅ Online ─š\n─š ├─ myDATA: ✅ Online ─š\n─š ├─ EFKA: ⚠️ Slow (response >5s) ─š\n─š └─ ENFIA: ✅ Online ─š\n└─────────────────────────────────────────────────────────┘" }, { "title": "2. Client Portfolio View", "body": "┌─────────────────────────────────────────────────────────────────────┐\n─š 📊 CLIENT PORTFOLIO - All Clients ─š\n├──────────────────┬──────────┬───────────┬──────────┬───────────────┤\n─š Client ─š Health ─š Deadlines ─š Docs ─š Risk Level ─š\n├──────────────────┼──────────┼───────────┼──────────┼───────────────┤\n─š ALPHA TRADING AE ─š 72/100 ─š 1 overdue ─š 3 pending─š 🔴 HIGH ─š\n─š BETA SERVICES EPE─š 85/100 ─š 2 in 7d ─š 0 pending─š 🟡 MEDIUM ─š\n─š GAMMA TECH IKE ─š 95/100 ─š 1 today ─š 1 pending─š 🟢 LOW ─š\n─š DELTA LOGISTICS ─š 91/100 ─š 1 today ─š 0 pending─š 🟢 LOW ─š\n─š EPSILON RETAIL AE─š 88/100 ─š 1 today ─š 2 pending─š 🟡 MEDIUM ─š\n─š ZETA CONSULTING ─š 98/100 ─š 0 urgent ─š 0 pending─š 🟢 LOW ─š\n├──────────────────┴──────────┴───────────┴──────────┴───────────────┤\n─š Portfolio Health: 88/100 | Active Clients: 6 | Total Staff: 47 ─š\n└─────────────────────────────────────────────────────────────────────┘" }, { "title": "3. Compliance Scorecard View", "body": "┌─────────────────────────────────────────────────────────────────────┐\n─š ✅ COMPLIANCE SCORECARD - February 2026 ─š\n├──────────────────┬──────┬──────┬──────┬──────┬──────┬──────────────┤\n─š Client ─š VAT ─š Tax ─š EFKA ─š DATA ─š ENFIA─š Overall ─š\n├──────────────────┼──────┼──────┼──────┼──────┼──────┼──────────────┤\n─š ALPHA TRADING AE ─š ❌ ─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š 72% ─š\n─š BETA SERVICES EPE─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š ✅ ─š 85% ─š\n─š GAMMA TECH IKE ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š 95% ─š\n─š DELTA LOGISTICS ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ⚠️ ─š 91% ─š\n─š EPSILON RETAIL AE─š ✅ ─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š 88% ─š\n─š ZETA CONSULTING ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š 98% ─š\n├──────────────────┴──────┴──────┴──────┴──────┴──────┴──────────────┤\n─š ✅ = Current ⚠️ = Pending/Due Soon ❌ = Overdue/Issue ─š\n─š Firm Average: 88% | National Average: 76% | Trend: †‘ improving ─š\n└─────────────────────────────────────────────────────────────────────┘" }, { "title": "4. Deadline Tracker View", "body": "┌─────────────────────────────────────────────────────────────────────┐\n─š 📅 DEADLINE CALENDAR - February 2026 ─š\n├─────────┬───────────────────────────────────────────────────────────┤\n─š Feb 17 ─š 🔴 Submit payroll: GAMMA TECH IKE ─š\n─š (Today) ─š 🔴 EFKA payment: DELTA LOGISTICS OE ─š\n─š ─š 🔴 myDATA submit: EPSILON RETAIL AE ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Feb 20 ─š 🟡 VAT Return F2: BETA SERVICES EPE ─š\n─š ─š 🟡 VAT Return F2: GAMMA TECH IKE ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Feb 26 ─š 🟡 Monthly e-books submission: ALL CLIENTS ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Feb 28 ─š ⚪ EFKA monthly declaration: ALL CLIENTS ─š\n─š ─š ⚪ Withholding tax filing: ALPHA TRADING AE ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Mar 05 ─š ⚪ Stamp duty quarterly: ZETA CONSULTING ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Mar 15 ─š ⚪ Income tax advance: BETA SERVICES EPE ─š\n─š ─š ⚪ Income tax advance: EPSILON RETAIL AE ─š\n├─────────┴───────────────────────────────────────────────────────────┤\n─š 🔴 Due Today (3) | 🟡 Due This Week (2) | ⚪ Upcoming (5) ─š\n└─────────────────────────────────────────────────────────────────────┘" }, { "title": "Dashboard Initialization Workflow", "body": "Initialization_Steps:\n 1_firm_setup:\n - Create dashboard directory structure\n - Configure firm-level settings (name, timezone, currency)\n - Set data source paths for existing skills\n - Verify all 10 skills are accessible\n \n 2_client_import:\n - Scan existing client data from other skills\n - Build initial client status records\n - Calculate baseline compliance scores\n - Generate initial risk assessments\n \n 3_user_configuration:\n - Create assistant user accounts\n - Assign clients to assistants\n - Configure alert preferences\n - Set working hours and notification schedules\n \n 4_integration_verification:\n - Test data flow from each skill\n - Verify alert generation\n - Confirm report generation\n - Run end-to-end dashboard test" }, { "title": "Error Handling & Graceful Degradation", "body": "Error_Handling:\n skill_unavailable:\n behavior: \"Show cached data with 'last updated' timestamp\"\n alert: \"Dashboard data may be stale - [Skill Name] connection issue\"\n fallback: \"Display last known good state with warning indicator\"\n \n data_inconsistency:\n behavior: \"Flag inconsistent data with visual indicator\"\n alert: \"Data mismatch detected for [Client] - manual review needed\"\n fallback: \"Show both values with comparison indicator\"\n \n government_system_down:\n behavior: \"Show system status indicator, disable affected submissions\"\n alert: \"AADE/EFKA system unavailable - monitoring for recovery\"\n fallback: \"Queue submissions, show estimated retry time\"\n \n file_system_error:\n behavior: \"Attempt recovery from backup state files\"\n alert: \"Dashboard state recovery in progress\"\n fallback: \"Fresh rebuild from skill data sources\"\n\n stale_data_thresholds:\n alerts: 5_minutes\n client_status: 1_hour\n compliance_scores: 4_hours\n financial_data: 24_hours" }, { "title": "Performance Optimization", "body": "Performance_Strategy:\n caching:\n - Cache computed compliance scores (recalculate hourly)\n - Cache client health scores (recalculate on data change)\n - Cache deadline tracker (rebuild daily + on deadline changes)\n - Cache report templates (rebuild on template change)\n \n lazy_loading:\n - Load client details only when client selected\n - Load historical data only when requested\n - Load bank transaction details on drill-down\n - Generate reports only when requested or scheduled\n \n incremental_updates:\n - Update only changed client records\n - Append new alerts without rebuilding alert list\n - Update deadline tracker incrementally\n - Process document queue changes only" }, { "title": "Daily Summary Report (HTML)", "body": "Daily_Summary_Report:\n header:\n firm_name: \"ACCOUNTING FIRM NAME\"\n report_date: \"February 17, 2026\"\n generated_at: \"08:00 Athens time\"\n prepared_by: \"OpenClaw Dashboard\"\n \n sections:\n - critical_alerts:\n title: \"Critical & High Priority Alerts\"\n content: \"List of unresolved critical/high alerts with action items\"\n \n - deadline_overview:\n title: \"Today's Deadlines & Upcoming 7 Days\"\n content: \"Calendar view of immediate deadlines by client\"\n \n - client_status:\n title: \"Client Portfolio Health\"\n content: \"Compliance scores, risk levels, key metrics per client\"\n \n - document_processing:\n title: \"Document Processing Summary\"\n content: \"Processed, pending, flagged documents from last 24 hours\"\n \n - government_systems:\n title: \"Government System Status\"\n content: \"AADE, EFKA, myDATA system availability and announcements\"\n \n - action_items:\n title: \"Today's Action Items\"\n content: \"Prioritized task list for assistants\"\n \n footer:\n disclaimer: \"Automated report - verify critical items manually\"\n support: \"Contact: support@firm.gr\"" }, { "title": "Client Quarterly Review Report", "body": "Client_Quarterly_Report:\n header:\n client_name: \"CLIENT NAME AE\"\n afm: \"123456789\"\n period: \"Q1 2026 (January - March)\"\n \n sections:\n - compliance_summary:\n title: \"Compliance Performance\"\n content: \"Quarter compliance score trend, filings completed, issues resolved\"\n \n - financial_overview:\n title: \"Financial Summary\"\n content: \"Revenue, VAT, payroll costs, banking reconciliation status\"\n \n - filing_history:\n title: \"Filing & Submission History\"\n content: \"All filings made during quarter with dates and confirmation numbers\"\n \n - deadline_performance:\n title: \"Deadline Adherence\"\n content: \"On-time vs late filings, average days before deadline\"\n \n - recommendations:\n title: \"Recommendations\"\n content: \"Process improvements, compliance risks, upcoming changes\"" }, { "title": "Entity Type Dashboard Variations", "body": "Entity_Type_Views:\n AE_SA: # ΑνϽνυμη Επžαιρεία\n additional_fields:\n - board_meeting_deadlines\n - annual_general_assembly_date\n - GEMI_filing_status\n - auditor_appointment_status\n compliance_extras:\n - published_financial_statements\n - dividend_tax_calculations\n \n EPE_LLC: # Επžαιρεία Περιορισμένηπš Ευθύνηπš\n additional_fields:\n - partner_meeting_deadlines\n - GEMI_filing_status\n compliance_extras:\n - profit_distribution_tracking\n \n IKE_PC: # Ιδιπ°πžική Ρεπ αλαιουπ¡ική Επžαιρεία\n additional_fields:\n - annual_report_deadline\n - GEMI_filing_status\n compliance_extras:\n - simplified_compliance_view\n \n OE_EE_Partnership: # θμςρρυθμη / Επžερςρρυθμη\n additional_fields:\n - partner_tax_obligations\n - partnership_agreement_renewal\n compliance_extras:\n - partner_individual_tax_integration\n \n Sole_Proprietor: # Απžομική Επιπ¡είρηση\n additional_fields:\n - personal_tax_integration\n - simplified_books_status\n compliance_extras:\n - integrated_personal_business_view" }, { "title": "Greek Deadline Integration", "body": "Greek_Calendar_Awareness:\n public_holidays:\n - \"2026-01-01: Πρπ°πžοπ¡ρονιά (New Year's Day)\"\n - \"2026-01-06: Μεοπ άνεια (Epiphany)\"\n - \"2026-03-02: Ραθαρά Δευπžέρα (Clean Monday)\"\n - \"2026-03-25: Εθνική Εορπžή (Independence Day)\"\n - \"2026-04-17: Μεγάλη Παρασκευή (Good Friday - Orthodox)\"\n - \"2026-04-20: Πάσπ¡α (Easter Monday - Orthodox)\"\n - \"2026-05-01: Εργαπžική Πρπ°πžομαγιά (Labour Day)\"\n - \"2026-06-08: Αγίου Πνεύμαπžοπš (Whit Monday)\"\n - \"2026-08-15: Ροίμηση Μεοπžςκου (Assumption)\"\n - \"2026-10-28: Εθνική Εορπžή (Ohi Day)\"\n - \"2026-12-25: Χρισπžούγεννα (Christmas)\"\n - \"2026-12-26: Σύναξη Μεοπžςκου (Boxing Day)\"\n \n impact_on_deadlines:\n - \"Adjust filing deadlines that fall on holidays\"\n - \"Account for AADE/EFKA office closures\"\n - \"Display holiday warnings on deadline tracker\"\n - \"Factor in reduced working days for workload planning\"\n \n local_holidays:\n - \"Variable by municipality - patron saint days\"\n - \"Athens: Nov 15 (Patron Saint)\"\n - \"Thessaloniki: Oct 26 (Liberation Day)\"\n - \"Configure per-client based on registered location\"" }, { "title": "Required Skills Dependencies", "body": "Required_Skills:\n core_dependencies:\n - accounting-workflows # Document processing data\n - greek-compliance-aade # VAT/payroll compliance data\n - cli-deadline-monitor # Deadline tracking data\n - greek-email-processor # Email processing status\n - greek-individual-taxes # Individual tax data\n - openclaw-greek-accounting-meta # System orchestration\n \n advanced_dependencies:\n - aade-api-monitor # Government system status\n - greek-banking-integration # Bank feed data\n - greek-document-ocr # OCR processing metrics\n - efka-api-integration # Social security data\n \n openclaw_core:\n - file-processor # File system operations\n - deepread # Document reading\n - doc-converter # Report format conversion\n\nInstallation_Command:\n setup: \"npx openclaw skills add dashboard-greek-accounting --install-deps\"\n verification: \"openclaw dashboard health-check --verify-all-integrations\"" }, { "title": "Dashboard Performance Targets", "body": "Performance_Targets:\n response_times:\n morning_briefing: \"<5 seconds\"\n client_overview: \"<3 seconds\"\n compliance_scorecard: \"<3 seconds\"\n deadline_tracker: \"<2 seconds\"\n alert_list: \"<1 second\"\n full_report_generation: \"<30 seconds\"\n \n accuracy:\n compliance_score_calculation: \"99%+\"\n deadline_tracking: \"100% (zero missed)\"\n alert_generation: \"99%+ (no false negatives)\"\n data_freshness: \"Within configured thresholds\"\n \n reliability:\n dashboard_availability: \"99.5%+\"\n graceful_degradation: \"Always show something useful\"\n data_recovery: \"<5 minutes from backup\"\n \n user_experience:\n time_to_first_insight: \"<10 seconds from login\"\n clicks_to_any_client: \"‰¤2 clicks\"\n alert_response_time: \"<1 minute from generation to display\"\n report_delivery: \"Within 5 minutes of scheduled time\"" }, { "title": "Data Protection", "body": "Security_Measures:\n data_access:\n - Assistants see only assigned clients\n - Sensitive fields (AFM, bank details) masked by default\n - Full data visible only on explicit request with audit log\n - Client data isolation between assistant views\n \n audit_trail:\n - All dashboard access logged with timestamp and user\n - Alert acknowledgments tracked with user and notes\n - Report generation and distribution logged\n - Data exports require confirmation and are logged\n \n gdpr_compliance:\n - Client consent tracking for data processing\n - Data retention policies enforced automatically\n - Right to erasure support for client data\n - Data processing records maintained per GDPR Art. 30" }, { "title": "Example 1: Morning Startup", "body": "User Action: \"openclaw dashboard morning-briefing\"\nSystem Response:\n1. Aggregates overnight alerts from all 10 skills\n2. Checks all government system statuses (AADE, EFKA, myDATA)\n3. Compiles today's deadlines across all clients\n4. Generates prioritized task queue\n5. Produces formatted English briefing with Greek data references\n6. Highlights 2 critical alerts requiring immediate attention\n7. Shows 3 deadlines due today with preparation status\n8. Lists 12 tasks in priority order with estimated time" }, { "title": "Example 2: Client Deep Dive", "body": "User Action: \"openclaw dashboard client-overview --client 'ALPHA TRADING AE'\"\nSystem Response:\n1. Pulls latest compliance data from greek-compliance-aade skill\n2. Gets deadline status from cli-deadline-monitor\n3. Checks document processing queue from accounting-workflows\n4. Retrieves bank feed status from greek-banking-integration\n5. Shows EFKA employee status from efka-api-integration\n6. Displays comprehensive English-language client overview\n7. Highlights overdue VAT return with action steps\n8. Shows compliance score trend (72/100, down from 85 last month)" }, { "title": "Example 3: End-of-Day Wrap-up", "body": "User Action: \"openclaw dashboard eod-summary\"\nSystem Response:\n1. Summarizes all tasks completed today with timestamps\n2. Lists remaining unresolved items with priority levels\n3. Shows tomorrow's preview (4 deadlines, 2 scheduled reports)\n4. Generates daily summary report and emails to team\n5. Updates compliance scores based on today's activities\n6. Queues overnight monitoring for government announcements" }, { "title": "Common Issues", "body": "Troubleshooting:\n stale_data:\n symptom: \"Dashboard shows outdated information\"\n check: \"Verify skill integrations are active\"\n fix: \"openclaw dashboard refresh --force --rebuild-cache\"\n \n missing_client:\n symptom: \"Client not appearing in portfolio view\"\n check: \"Verify client data exists in source skills\"\n fix: \"openclaw dashboard sync-clients --rebuild\"\n \n alerts_not_generating:\n symptom: \"Expected alerts not appearing\"\n check: \"Review alert rules configuration\"\n fix: \"openclaw dashboard alert-rules --validate --test\"\n \n slow_performance:\n symptom: \"Dashboard takes >10 seconds to load\"\n check: \"Review cache status and data volumes\"\n fix: \"openclaw dashboard optimize --rebuild-cache --archive-old\"\n \n report_generation_failure:\n symptom: \"Scheduled reports not delivered\"\n check: \"Verify report template and delivery settings\"\n fix: \"openclaw dashboard schedule-report --test --verbose\"\n\nA successful dashboard deployment should achieve:\n\n✅ Complete visibility across all Greek accounting clients\n✅ English-language interface processing Greek business data seamlessly\n✅ Real-time alerts with zero missed critical notifications\n✅ Integration with all 10 existing OpenClaw Greek accounting skills\n✅ Assistants productive within 15 minutes of first use\n✅ 80% reduction in time spent checking compliance status manually\n✅ Professional reports generated automatically on schedule\n✅ Complete audit trail for all dashboard actions" } ], "body": "Dashboard Greek Accounting\n\nThis skill transforms OpenClaw into a comprehensive accounting dashboard, providing English-language business intelligence for assistants managing Greek business clients. It aggregates data from all 10 existing skills into actionable views, alerts, and reports.\n\nSetup\nexport OPENCLAW_DATA_DIR=\"/data\"\nwhich jq || sudo apt install jq\n\n\nNo external credentials required. Generates text-based dashboard reports by reading data from local files in OPENCLAW_DATA_DIR.\n\nCore Philosophy\nEnglish Interface, Greek Data: Dashboard in English, processing Greek business documents and regulations\nAssistant-First Design: Built for accountants assistants, not senior partners or IT staff\nReal-Time Awareness: Instant visibility into compliance status, deadlines, and client health\nFile-Based Processing: Dashboard state managed through OpenClaw file system, no database required\nSkill Integration Hub: Pulls data from all existing skills into unified views\nProduction Ready: Error handling, fallback displays, and graceful degradation\nOpenClaw Commands\nDashboard Initialization & Configuration\n# Initialize dashboard for accounting firm\nopenclaw dashboard init --firm-name \"FIRM NAME\" --language en --data-language el\nopenclaw dashboard configure --clients-dir /data/clients/ --reports-dir /data/reports/\nopenclaw dashboard set-preferences --timezone \"Europe/Athens\" --currency EUR --date-format DD/MM/YYYY\n\n# User setup for assistants\nopenclaw dashboard add-user --name \"Assistant Name\" --role assistant --clients \"CLIENT1,CLIENT2\"\nopenclaw dashboard set-alerts --user \"Assistant Name\" --email --urgency-threshold medium\nopenclaw dashboard set-working-hours --start 08:00 --end 18:00 --timezone \"Europe/Athens\"\n\nDaily Operations Dashboard\n# Morning startup - comprehensive daily briefing\nopenclaw dashboard morning-briefing --date today --include-alerts --include-deadlines\nopenclaw dashboard daily-status --all-clients --highlight-urgent\nopenclaw dashboard task-queue --show-pending --show-overdue --prioritize\n\n# Real-time monitoring\nopenclaw dashboard live-status --refresh 15min --alerts-only\nopenclaw dashboard compliance-check --all-clients --flag-issues\nopenclaw dashboard document-queue --unprocessed --awaiting-review --count\n\n# End of day summary\nopenclaw dashboard eod-summary --completed-tasks --remaining-issues --tomorrow-preview\n\nClient Portfolio Dashboard\n# Client overview and management\nopenclaw dashboard client-overview --client \"CLIENT AE\" --period current-month\nopenclaw dashboard client-health --all-clients --score --rank\nopenclaw dashboard client-alerts --client \"CLIENT AE\" --unresolved --history 30d\n\n# Client financial snapshot\nopenclaw dashboard client-financials --client \"CLIENT AE\" --vat-status --payroll-status\nopenclaw dashboard client-documents --client \"CLIENT AE\" --pending --processed --missing\nopenclaw dashboard client-timeline --client \"CLIENT AE\" --upcoming-deadlines --past-filings\n\n# Multi-client comparison\nopenclaw dashboard portfolio-summary --all-clients --compliance-score --risk-level\nopenclaw dashboard workload-analysis --by-client --by-task-type --estimated-hours\n\nCompliance & Deadline Dashboard\n# Deadline monitoring integration\nopenclaw dashboard deadlines --upcoming 30d --by-client --by-type\nopenclaw dashboard deadline-calendar --month current --export-ical\nopenclaw dashboard deadline-risk --overdue --due-within 7d --missing-documents\n\n# AADE compliance status\nopenclaw dashboard aade-status --vat-filings --mydata-submissions --system-health\nopenclaw dashboard aade-changes --recent --impact-assessment --action-required\n\n# EFKA compliance status\nopenclaw dashboard efka-status --contributions --declarations --upcoming-deadlines\nopenclaw dashboard efka-employees --by-client --status-check --contribution-amounts\n\n# Municipal & other compliance\nopenclaw dashboard municipal-status --property-taxes --local-fees --permit-renewals\nopenclaw dashboard compliance-scorecard --all-categories --trend --recommendations\n\nFinancial Reporting Dashboard\n# Revenue and billing reports\nopenclaw dashboard revenue-report --period monthly --by-client --by-service\nopenclaw dashboard billing-status --outstanding --overdue --payment-history\nopenclaw dashboard fee-tracking --billable-hours --fixed-fees --expenses\n\n# VAT reporting\nopenclaw dashboard vat-summary --all-clients --current-period --comparison-previous\nopenclaw dashboard vat-reconciliation --client \"CLIENT AE\" --flag-discrepancies\nopenclaw dashboard vat-forecast --next-quarter --estimated-amounts\n\n# Payroll overview\nopenclaw dashboard payroll-status --all-clients --current-month --cost-breakdown\nopenclaw dashboard payroll-calendar --upcoming-runs --contribution-deadlines\nopenclaw dashboard payroll-comparison --month-over-month --flag-anomalies\n\n# Banking integration status\nopenclaw dashboard bank-feeds --all-clients --last-sync --unreconciled-count\nopenclaw dashboard bank-reconciliation --client \"CLIENT AE\" --status --discrepancies\nopenclaw dashboard cash-flow-overview --all-clients --current-month --trend\n\nAlert Management Dashboard\n# Alert configuration\nopenclaw dashboard alert-rules --list --add --modify --delete\nopenclaw dashboard alert-channels --configure email,slack,sms --test # Unconfigured channels skipped\nopenclaw dashboard alert-escalation --set-levels --timeout-minutes 60\n\n# Alert monitoring\nopenclaw dashboard alerts --active --unacknowledged --critical-only\nopenclaw dashboard alert-history --last 7d --by-type --by-client\nopenclaw dashboard alert-acknowledge --alert-id {id} --note \"Action taken\"\nopenclaw dashboard alert-snooze --alert-id {id} --until \"2026-03-01\"\n\n# Alert types and priorities\nopenclaw dashboard alert-types:\n # Priority: CRITICAL (immediate action required)\n - aade-deadline-missed # Filing deadline has passed\n - aade-system-outage-critical # Government system down near deadline\n - compliance-violation-detected # Active compliance issue\n - bank-feed-authentication-failed # Banking connection lost\n \n # Priority: HIGH (action needed within 24 hours)\n - deadline-approaching-48h # Deadline within 48 hours\n - document-missing-for-filing # Required document not received\n - vat-discrepancy-detected # VAT calculation mismatch\n - payroll-run-overdue # Payroll not processed on time\n \n # Priority: MEDIUM (action needed within 1 week)\n - deadline-approaching-7d # Deadline within 7 days\n - client-documents-pending # Documents awaiting processing\n - bank-reconciliation-overdue # Reconciliation not completed\n - efka-contribution-reminder # Social security payment upcoming\n \n # Priority: LOW (informational)\n - aade-announcement-new # New government announcement\n - document-processed-successfully # Successful processing confirmation\n - monthly-report-ready # Automated report generated\n - system-maintenance-scheduled # Planned maintenance window\n\nReport Generation Dashboard\n# Automated report generation\nopenclaw dashboard generate-report --type daily-summary --format html --output /data/reports/\nopenclaw dashboard generate-report --type client-status --client \"CLIENT AE\" --format pdf\nopenclaw dashboard generate-report --type compliance-overview --all-clients --format xlsx\nopenclaw dashboard generate-report --type deadline-forecast --period 90d --format html\n\n# Report scheduling\nopenclaw dashboard schedule-report --type daily-summary --time 08:00 --recipients \"team@firm.gr\"\nopenclaw dashboard schedule-report --type weekly-digest --day monday --time 09:00\nopenclaw dashboard schedule-report --type monthly-review --day 1 --time 10:00\n\n# Report templates\nopenclaw dashboard report-templates --list\nopenclaw dashboard report-templates --create --name \"Client Quarterly Review\" --sections \"financials,compliance,deadlines,recommendations\"\nopenclaw dashboard report-templates --customize --template \"Client Quarterly Review\" --add-logo --add-footer\n\nDashboard Data Architecture\nFile-Based State Management\nDashboard_File_Structure:\n config:\n - /data/dashboard/config/firm-settings.yaml\n - /data/dashboard/config/user-preferences.yaml\n - /data/dashboard/config/alert-rules.yaml\n - /data/dashboard/config/report-templates.yaml\n \n state:\n - /data/dashboard/state/current-alerts.json\n - /data/dashboard/state/client-status.json\n - /data/dashboard/state/deadline-tracker.json\n - /data/dashboard/state/task-queue.json\n - /data/dashboard/state/system-health.json\n \n cache:\n - /data/dashboard/cache/aade-latest.json\n - /data/dashboard/cache/efka-latest.json\n - /data/dashboard/cache/bank-feeds-latest.json\n - /data/dashboard/cache/ocr-queue-status.json\n \n reports:\n - /data/dashboard/reports/daily/\n - /data/dashboard/reports/weekly/\n - /data/dashboard/reports/monthly/\n - /data/dashboard/reports/client-specific/\n \n history:\n - /data/dashboard/history/alerts/\n - /data/dashboard/history/compliance-scores/\n - /data/dashboard/history/performance-metrics/\n\nClient Status Data Model\nClient_Status_Schema:\n client_id: \"unique_identifier\"\n legal_name_gr: \"ΕΤΑΙΡΕΙΑ ΑΕ\"\n legal_name_en: \"COMPANY SA\"\n afm: \"123456789\"\n doy: \"Α' ΑθηνϽν\"\n entity_type: \"AE|EPE|OE|EE|IKE|sole_proprietor\"\n \n compliance:\n overall_score: 95 # 0-100\n vat_status: \"current|overdue|pending\"\n income_tax_status: \"current|overdue|pending\"\n efka_status: \"current|overdue|pending\"\n mydata_status: \"current|overdue|pending\"\n enfia_status: \"current|overdue|pending\"\n \n deadlines:\n next_deadline: \"2026-03-20\"\n next_deadline_type: \"VAT Return\"\n overdue_count: 0\n upcoming_7d_count: 2\n upcoming_30d_count: 5\n \n documents:\n pending_processing: 3\n awaiting_review: 1\n missing_required: 0\n processed_this_month: 47\n \n financials:\n monthly_revenue: 125000.00\n monthly_vat_liability: 30000.00\n payroll_cost: 45000.00\n outstanding_receivables: 15000.00\n \n banking:\n last_sync: \"2026-02-17T08:00:00\"\n unreconciled_transactions: 5\n bank_connections_active: 2\n bank_connections_failed: 0\n \n risk_level: \"low|medium|high|critical\"\n last_updated: \"2026-02-17T10:30:00\"\n assigned_assistant: \"Assistant Name\"\n\nAlert Data Model\nAlert_Schema:\n alert_id: \"ALT-2026-02-001\"\n type: \"deadline-approaching-48h\"\n priority: \"HIGH\"\n client_id: \"CLIENT_001\"\n client_name_en: \"COMPANY SA\"\n \n message_en: \"VAT return for COMPANY SA due in 48 hours\"\n message_gr: \"Υποβολή ΦΠΑ για ΕΤΑΙΡΕΙΑ ΑΕ σε 48 Ͻρεπš\"\n \n details:\n deadline_date: \"2026-02-19\"\n filing_type: \"F2 VAT Return\"\n period: \"January 2026\"\n amount_due: 12500.00\n documents_ready: true\n submission_system: \"myDATA\"\n \n status: \"active|acknowledged|snoozed|resolved\"\n created_at: \"2026-02-17T08:00:00\"\n acknowledged_by: null\n resolved_at: null\n \n actions:\n - \"Review VAT calculation\"\n - \"Verify supporting documents\"\n - \"Submit via myDATA portal\"\n - \"Confirm submission receipt\"\n\nSkill Integration Architecture\nData Flow from Existing Skills\nSkill_Integration_Map:\n accounting-workflows:\n provides:\n - document_processing_status\n - ocr_queue_metrics\n - data_entry_completion_rates\n dashboard_view: \"Document Processing Queue\"\n \n greek-compliance-aade:\n provides:\n - vat_calculation_status\n - payroll_processing_status\n - compliance_scores_per_client\n dashboard_view: \"Compliance Overview\"\n \n cli-deadline-monitor:\n provides:\n - upcoming_deadlines_by_client\n - overdue_items\n - deadline_tracker_data\n dashboard_view: \"Deadline Tracker & Alerts\"\n \n greek-email-processor:\n provides:\n - unprocessed_email_count\n - document_extraction_queue\n - client_communication_status\n dashboard_view: \"Email & Communications\"\n \n greek-individual-taxes:\n provides:\n - individual_tax_return_status\n - e1_form_progress\n - tax_calculation_summaries\n dashboard_view: \"Individual Tax Returns\"\n \n openclaw-greek-accounting-meta:\n provides:\n - orchestration_status\n - workflow_completion_rates\n - system_health_metrics\n dashboard_view: \"System Overview\"\n \n aade-api-monitor:\n provides:\n - government_system_status\n - regulatory_change_alerts\n - deadline_change_notifications\n dashboard_view: \"Government Systems Status\"\n \n greek-banking-integration:\n provides:\n - bank_feed_status_per_client\n - reconciliation_progress\n - transaction_import_metrics\n dashboard_view: \"Banking & Reconciliation\"\n \n greek-document-ocr:\n provides:\n - ocr_processing_queue\n - accuracy_metrics\n - greek_text_extraction_status\n dashboard_view: \"OCR Processing Status\"\n \n efka-api-integration:\n provides:\n - social_security_status\n - employee_contribution_tracking\n - declaration_submission_status\n dashboard_view: \"EFKA Social Security\"\n\nDashboard Refresh Cycle\nRefresh_Schedule:\n real_time: # Updated on every dashboard access\n - active_alerts\n - critical_deadlines\n - system_health\n \n frequent: # Every 15 minutes\n - document_processing_queue\n - email_inbox_status\n - bank_feed_status\n \n periodic: # Every hour\n - compliance_scores\n - client_status_overview\n - workload_metrics\n \n scheduled: # Daily at configured times\n - daily_reports\n - deadline_tracker_update\n - performance_analytics\n \n on_demand: # Triggered by user action\n - client_deep_dive\n - custom_reports\n - historical_analysis\n\nDashboard Views (English Interface)\n1. Morning Briefing View\n┌─────────────────────────────────────────────────────────┐\n─š 🌅 MORNING BRIEFING - February 17, 2026 ─š\n─š Good morning, [Assistant Name] ─š\n├─────────────────────────────────────────────────────────┤\n─š ─š\n─š 🚨 CRITICAL ALERTS (2) ─š\n─š ├─ VAT Return overdue: ALPHA TRADING AE (was due 15/02)─š\n─š └─ Bank feed disconnected: Eurobank - BETA SERVICES EPE─š\n─š ─š\n─š ⚠️ TODAY'S DEADLINES (3) ─š\n─š ├─ Submit payroll declaration: GAMMA TECH IKE ─š\n─š ├─ EFKA contribution payment: DELTA LOGISTICS OE ─š\n─š └─ myDATA monthly submission: EPSILON RETAIL AE ─š\n─š ─š\n─š 📀¹ TASK QUEUE (12 items) ─š\n─š ├─ 5 documents awaiting processing ─š\n─š ├─ 3 bank reconciliations pending ─š\n─š ├─ 2 client emails requiring response ─š\n─š └─ 2 VAT calculations ready for review ─š\n─š ─š\n─š 📊 YESTERDAY'S SUMMARY ─š\n─š ├─ 23 documents processed (98% accuracy) ─š\n─š ├─ 4 filings submitted successfully ─š\n─š ├─ 15 bank transactions reconciled ─š\n─š └─ 0 deadlines missed ✅ ─š\n─š ─š\n─š ðŸÂ¦ GOVERNMENT SYSTEMS STATUS ─š\n─š ├─ TAXIS: ✅ Online ─š\n─š ├─ myDATA: ✅ Online ─š\n─š ├─ EFKA: ⚠️ Slow (response >5s) ─š\n─š └─ ENFIA: ✅ Online ─š\n└─────────────────────────────────────────────────────────┘\n\n2. Client Portfolio View\n┌─────────────────────────────────────────────────────────────────────┐\n─š 📊 CLIENT PORTFOLIO - All Clients ─š\n├──────────────────┬──────────┬───────────┬──────────┬───────────────┤\n─š Client ─š Health ─š Deadlines ─š Docs ─š Risk Level ─š\n├──────────────────┼──────────┼───────────┼──────────┼───────────────┤\n─š ALPHA TRADING AE ─š 72/100 ─š 1 overdue ─š 3 pending─š 🔴 HIGH ─š\n─š BETA SERVICES EPE─š 85/100 ─š 2 in 7d ─š 0 pending─š 🟡 MEDIUM ─š\n─š GAMMA TECH IKE ─š 95/100 ─š 1 today ─š 1 pending─š 🟢 LOW ─š\n─š DELTA LOGISTICS ─š 91/100 ─š 1 today ─š 0 pending─š 🟢 LOW ─š\n─š EPSILON RETAIL AE─š 88/100 ─š 1 today ─š 2 pending─š 🟡 MEDIUM ─š\n─š ZETA CONSULTING ─š 98/100 ─š 0 urgent ─š 0 pending─š 🟢 LOW ─š\n├──────────────────┴──────────┴───────────┴──────────┴───────────────┤\n─š Portfolio Health: 88/100 | Active Clients: 6 | Total Staff: 47 ─š\n└─────────────────────────────────────────────────────────────────────┘\n\n3. Compliance Scorecard View\n┌─────────────────────────────────────────────────────────────────────┐\n─š ✅ COMPLIANCE SCORECARD - February 2026 ─š\n├──────────────────┬──────┬──────┬──────┬──────┬──────┬──────────────┤\n─š Client ─š VAT ─š Tax ─š EFKA ─š DATA ─š ENFIA─š Overall ─š\n├──────────────────┼──────┼──────┼──────┼──────┼──────┼──────────────┤\n─š ALPHA TRADING AE ─š ❌ ─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š 72% ─š\n─š BETA SERVICES EPE─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š ✅ ─š 85% ─š\n─š GAMMA TECH IKE ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š 95% ─š\n─š DELTA LOGISTICS ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ⚠️ ─š 91% ─š\n─š EPSILON RETAIL AE─š ✅ ─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š 88% ─š\n─š ZETA CONSULTING ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š 98% ─š\n├──────────────────┴──────┴──────┴──────┴──────┴──────┴──────────────┤\n─š ✅ = Current ⚠️ = Pending/Due Soon ❌ = Overdue/Issue ─š\n─š Firm Average: 88% | National Average: 76% | Trend: †‘ improving ─š\n└─────────────────────────────────────────────────────────────────────┘\n\n4. Deadline Tracker View\n┌─────────────────────────────────────────────────────────────────────┐\n─š 📅 DEADLINE CALENDAR - February 2026 ─š\n├─────────┬───────────────────────────────────────────────────────────┤\n─š Feb 17 ─š 🔴 Submit payroll: GAMMA TECH IKE ─š\n─š (Today) ─š 🔴 EFKA payment: DELTA LOGISTICS OE ─š\n─š ─š 🔴 myDATA submit: EPSILON RETAIL AE ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Feb 20 ─š 🟡 VAT Return F2: BETA SERVICES EPE ─š\n─š ─š 🟡 VAT Return F2: GAMMA TECH IKE ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Feb 26 ─š 🟡 Monthly e-books submission: ALL CLIENTS ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Feb 28 ─š ⚪ EFKA monthly declaration: ALL CLIENTS ─š\n─š ─š ⚪ Withholding tax filing: ALPHA TRADING AE ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Mar 05 ─š ⚪ Stamp duty quarterly: ZETA CONSULTING ─š\n├─────────┼───────────────────────────────────────────────────────────┤\n─š Mar 15 ─š ⚪ Income tax advance: BETA SERVICES EPE ─š\n─š ─š ⚪ Income tax advance: EPSILON RETAIL AE ─š\n├─────────┴───────────────────────────────────────────────────────────┤\n─š 🔴 Due Today (3) | 🟡 Due This Week (2) | ⚪ Upcoming (5) ─š\n└─────────────────────────────────────────────────────────────────────┘\n\nImplementation Guidelines\nDashboard Initialization Workflow\nInitialization_Steps:\n 1_firm_setup:\n - Create dashboard directory structure\n - Configure firm-level settings (name, timezone, currency)\n - Set data source paths for existing skills\n - Verify all 10 skills are accessible\n \n 2_client_import:\n - Scan existing client data from other skills\n - Build initial client status records\n - Calculate baseline compliance scores\n - Generate initial risk assessments\n \n 3_user_configuration:\n - Create assistant user accounts\n - Assign clients to assistants\n - Configure alert preferences\n - Set working hours and notification schedules\n \n 4_integration_verification:\n - Test data flow from each skill\n - Verify alert generation\n - Confirm report generation\n - Run end-to-end dashboard test\n\nError Handling & Graceful Degradation\nError_Handling:\n skill_unavailable:\n behavior: \"Show cached data with 'last updated' timestamp\"\n alert: \"Dashboard data may be stale - [Skill Name] connection issue\"\n fallback: \"Display last known good state with warning indicator\"\n \n data_inconsistency:\n behavior: \"Flag inconsistent data with visual indicator\"\n alert: \"Data mismatch detected for [Client] - manual review needed\"\n fallback: \"Show both values with comparison indicator\"\n \n government_system_down:\n behavior: \"Show system status indicator, disable affected submissions\"\n alert: \"AADE/EFKA system unavailable - monitoring for recovery\"\n fallback: \"Queue submissions, show estimated retry time\"\n \n file_system_error:\n behavior: \"Attempt recovery from backup state files\"\n alert: \"Dashboard state recovery in progress\"\n fallback: \"Fresh rebuild from skill data sources\"\n\n stale_data_thresholds:\n alerts: 5_minutes\n client_status: 1_hour\n compliance_scores: 4_hours\n financial_data: 24_hours\n\nPerformance Optimization\nPerformance_Strategy:\n caching:\n - Cache computed compliance scores (recalculate hourly)\n - Cache client health scores (recalculate on data change)\n - Cache deadline tracker (rebuild daily + on deadline changes)\n - Cache report templates (rebuild on template change)\n \n lazy_loading:\n - Load client details only when client selected\n - Load historical data only when requested\n - Load bank transaction details on drill-down\n - Generate reports only when requested or scheduled\n \n incremental_updates:\n - Update only changed client records\n - Append new alerts without rebuilding alert list\n - Update deadline tracker incrementally\n - Process document queue changes only\n\nReport Templates\nDaily Summary Report (HTML)\nDaily_Summary_Report:\n header:\n firm_name: \"ACCOUNTING FIRM NAME\"\n report_date: \"February 17, 2026\"\n generated_at: \"08:00 Athens time\"\n prepared_by: \"OpenClaw Dashboard\"\n \n sections:\n - critical_alerts:\n title: \"Critical & High Priority Alerts\"\n content: \"List of unresolved critical/high alerts with action items\"\n \n - deadline_overview:\n title: \"Today's Deadlines & Upcoming 7 Days\"\n content: \"Calendar view of immediate deadlines by client\"\n \n - client_status:\n title: \"Client Portfolio Health\"\n content: \"Compliance scores, risk levels, key metrics per client\"\n \n - document_processing:\n title: \"Document Processing Summary\"\n content: \"Processed, pending, flagged documents from last 24 hours\"\n \n - government_systems:\n title: \"Government System Status\"\n content: \"AADE, EFKA, myDATA system availability and announcements\"\n \n - action_items:\n title: \"Today's Action Items\"\n content: \"Prioritized task list for assistants\"\n \n footer:\n disclaimer: \"Automated report - verify critical items manually\"\n support: \"Contact: support@firm.gr\"\n\nClient Quarterly Review Report\nClient_Quarterly_Report:\n header:\n client_name: \"CLIENT NAME AE\"\n afm: \"123456789\"\n period: \"Q1 2026 (January - March)\"\n \n sections:\n - compliance_summary:\n title: \"Compliance Performance\"\n content: \"Quarter compliance score trend, filings completed, issues resolved\"\n \n - financial_overview:\n title: \"Financial Summary\"\n content: \"Revenue, VAT, payroll costs, banking reconciliation status\"\n \n - filing_history:\n title: \"Filing & Submission History\"\n content: \"All filings made during quarter with dates and confirmation numbers\"\n \n - deadline_performance:\n title: \"Deadline Adherence\"\n content: \"On-time vs late filings, average days before deadline\"\n \n - recommendations:\n title: \"Recommendations\"\n content: \"Process improvements, compliance risks, upcoming changes\"\n\nGreek Business Specifics\nEntity Type Dashboard Variations\nEntity_Type_Views:\n AE_SA: # ΑνϽνυμη Επžαιρεία\n additional_fields:\n - board_meeting_deadlines\n - annual_general_assembly_date\n - GEMI_filing_status\n - auditor_appointment_status\n compliance_extras:\n - published_financial_statements\n - dividend_tax_calculations\n \n EPE_LLC: # Επžαιρεία Περιορισμένηπš Ευθύνηπš\n additional_fields:\n - partner_meeting_deadlines\n - GEMI_filing_status\n compliance_extras:\n - profit_distribution_tracking\n \n IKE_PC: # Ιδιπ°πžική Ρεπ αλαιουπ¡ική Επžαιρεία\n additional_fields:\n - annual_report_deadline\n - GEMI_filing_status\n compliance_extras:\n - simplified_compliance_view\n \n OE_EE_Partnership: # θμςρρυθμη / Επžερςρρυθμη\n additional_fields:\n - partner_tax_obligations\n - partnership_agreement_renewal\n compliance_extras:\n - partner_individual_tax_integration\n \n Sole_Proprietor: # Απžομική Επιπ¡είρηση\n additional_fields:\n - personal_tax_integration\n - simplified_books_status\n compliance_extras:\n - integrated_personal_business_view\n\nGreek Deadline Integration\nGreek_Calendar_Awareness:\n public_holidays:\n - \"2026-01-01: Πρπ°πžοπ¡ρονιά (New Year's Day)\"\n - \"2026-01-06: Μεοπ άνεια (Epiphany)\"\n - \"2026-03-02: Ραθαρά Δευπžέρα (Clean Monday)\"\n - \"2026-03-25: Εθνική Εορπžή (Independence Day)\"\n - \"2026-04-17: Μεγάλη Παρασκευή (Good Friday - Orthodox)\"\n - \"2026-04-20: Πάσπ¡α (Easter Monday - Orthodox)\"\n - \"2026-05-01: Εργαπžική Πρπ°πžομαγιά (Labour Day)\"\n - \"2026-06-08: Αγίου Πνεύμαπžοπš (Whit Monday)\"\n - \"2026-08-15: Ροίμηση Μεοπžςκου (Assumption)\"\n - \"2026-10-28: Εθνική Εορπžή (Ohi Day)\"\n - \"2026-12-25: Χρισπžούγεννα (Christmas)\"\n - \"2026-12-26: Σύναξη Μεοπžςκου (Boxing Day)\"\n \n impact_on_deadlines:\n - \"Adjust filing deadlines that fall on holidays\"\n - \"Account for AADE/EFKA office closures\"\n - \"Display holiday warnings on deadline tracker\"\n - \"Factor in reduced working days for workload planning\"\n \n local_holidays:\n - \"Variable by municipality - patron saint days\"\n - \"Athens: Nov 15 (Patron Saint)\"\n - \"Thessaloniki: Oct 26 (Liberation Day)\"\n - \"Configure per-client based on registered location\"\n\nOpenClaw Integration Requirements\nRequired Skills Dependencies\nRequired_Skills:\n core_dependencies:\n - accounting-workflows # Document processing data\n - greek-compliance-aade # VAT/payroll compliance data\n - cli-deadline-monitor # Deadline tracking data\n - greek-email-processor # Email processing status\n - greek-individual-taxes # Individual tax data\n - openclaw-greek-accounting-meta # System orchestration\n \n advanced_dependencies:\n - aade-api-monitor # Government system status\n - greek-banking-integration # Bank feed data\n - greek-document-ocr # OCR processing metrics\n - efka-api-integration # Social security data\n \n openclaw_core:\n - file-processor # File system operations\n - deepread # Document reading\n - doc-converter # Report format conversion\n\nInstallation_Command:\n setup: \"npx openclaw skills add dashboard-greek-accounting --install-deps\"\n verification: \"openclaw dashboard health-check --verify-all-integrations\"\n\nPerformance Metrics\nDashboard Performance Targets\nPerformance_Targets:\n response_times:\n morning_briefing: \"<5 seconds\"\n client_overview: \"<3 seconds\"\n compliance_scorecard: \"<3 seconds\"\n deadline_tracker: \"<2 seconds\"\n alert_list: \"<1 second\"\n full_report_generation: \"<30 seconds\"\n \n accuracy:\n compliance_score_calculation: \"99%+\"\n deadline_tracking: \"100% (zero missed)\"\n alert_generation: \"99%+ (no false negatives)\"\n data_freshness: \"Within configured thresholds\"\n \n reliability:\n dashboard_availability: \"99.5%+\"\n graceful_degradation: \"Always show something useful\"\n data_recovery: \"<5 minutes from backup\"\n \n user_experience:\n time_to_first_insight: \"<10 seconds from login\"\n clicks_to_any_client: \"‰¤2 clicks\"\n alert_response_time: \"<1 minute from generation to display\"\n report_delivery: \"Within 5 minutes of scheduled time\"\n\nSecurity & Access Control\nData Protection\nSecurity_Measures:\n data_access:\n - Assistants see only assigned clients\n - Sensitive fields (AFM, bank details) masked by default\n - Full data visible only on explicit request with audit log\n - Client data isolation between assistant views\n \n audit_trail:\n - All dashboard access logged with timestamp and user\n - Alert acknowledgments tracked with user and notes\n - Report generation and distribution logged\n - Data exports require confirmation and are logged\n \n gdpr_compliance:\n - Client consent tracking for data processing\n - Data retention policies enforced automatically\n - Right to erasure support for client data\n - Data processing records maintained per GDPR Art. 30\n\nUsage Examples\nExample 1: Morning Startup\nUser Action: \"openclaw dashboard morning-briefing\"\nSystem Response:\n1. Aggregates overnight alerts from all 10 skills\n2. Checks all government system statuses (AADE, EFKA, myDATA)\n3. Compiles today's deadlines across all clients\n4. Generates prioritized task queue\n5. Produces formatted English briefing with Greek data references\n6. Highlights 2 critical alerts requiring immediate attention\n7. Shows 3 deadlines due today with preparation status\n8. Lists 12 tasks in priority order with estimated time\n\nExample 2: Client Deep Dive\nUser Action: \"openclaw dashboard client-overview --client 'ALPHA TRADING AE'\"\nSystem Response:\n1. Pulls latest compliance data from greek-compliance-aade skill\n2. Gets deadline status from cli-deadline-monitor\n3. Checks document processing queue from accounting-workflows\n4. Retrieves bank feed status from greek-banking-integration\n5. Shows EFKA employee status from efka-api-integration\n6. Displays comprehensive English-language client overview\n7. Highlights overdue VAT return with action steps\n8. Shows compliance score trend (72/100, down from 85 last month)\n\nExample 3: End-of-Day Wrap-up\nUser Action: \"openclaw dashboard eod-summary\"\nSystem Response:\n1. Summarizes all tasks completed today with timestamps\n2. Lists remaining unresolved items with priority levels\n3. Shows tomorrow's preview (4 deadlines, 2 scheduled reports)\n4. Generates daily summary report and emails to team\n5. Updates compliance scores based on today's activities\n6. Queues overnight monitoring for government announcements\n\nTroubleshooting\nCommon Issues\nTroubleshooting:\n stale_data:\n symptom: \"Dashboard shows outdated information\"\n check: \"Verify skill integrations are active\"\n fix: \"openclaw dashboard refresh --force --rebuild-cache\"\n \n missing_client:\n symptom: \"Client not appearing in portfolio view\"\n check: \"Verify client data exists in source skills\"\n fix: \"openclaw dashboard sync-clients --rebuild\"\n \n alerts_not_generating:\n symptom: \"Expected alerts not appearing\"\n check: \"Review alert rules configuration\"\n fix: \"openclaw dashboard alert-rules --validate --test\"\n \n slow_performance:\n symptom: \"Dashboard takes >10 seconds to load\"\n check: \"Review cache status and data volumes\"\n fix: \"openclaw dashboard optimize --rebuild-cache --archive-old\"\n \n report_generation_failure:\n symptom: \"Scheduled reports not delivered\"\n check: \"Verify report template and delivery settings\"\n fix: \"openclaw dashboard schedule-report --test --verbose\"\n\n\nA successful dashboard deployment should achieve:\n\n✅ Complete visibility across all Greek accounting clients\n✅ English-language interface processing Greek business data seamlessly\n✅ Real-time alerts with zero missed critical notifications\n✅ Integration with all 10 existing OpenClaw Greek accounting skills\n✅ Assistants productive within 15 minutes of first use\n✅ 80% reduction in time spent checking compliance status manually\n✅ Professional reports generated automatically on schedule\n✅ Complete audit trail for all dashboard actions" }, "trust": { "sourceLabel": "tencent", "provenanceUrl": "https://clawhub.ai/satoshistackalotto/dashboard-greek-accounting", "publisherUrl": "https://clawhub.ai/satoshistackalotto/dashboard-greek-accounting", "owner": "satoshistackalotto", "version": "0.1.0", "license": null, "verificationStatus": "Indexed source record" }, "links": { "detailUrl": "https://openagent3.xyz/skills/dashboard-greek-accounting", "downloadUrl": "https://openagent3.xyz/downloads/dashboard-greek-accounting", "agentUrl": "https://openagent3.xyz/skills/dashboard-greek-accounting/agent", "manifestUrl": "https://openagent3.xyz/skills/dashboard-greek-accounting/agent.json", "briefUrl": "https://openagent3.xyz/skills/dashboard-greek-accounting/agent.md" } }