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cudjo21cudjo21/document-vault/skills/find-document/SKILL.md

find-document

Skill0 starsChanged 50 days agoMITView on GitHub

Finds documents in the family Document Vault and answers questions about them from the catalog - where a file is, when something expires, which documents a person has. Use for "find my passport", "where is the lease", "when does Maria's residence permit expire", "show me all insurance documents" and similar.

2 other projects use a version of this.

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  • Other versions2 projects use a version of this.

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    Wrote their own version · 2

    1. ozzy-labs/opshub★ 2same name
    2. Mharbulous/probanda-dev★ 1same name

    How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.

  • In this repository4 other files it gives its agents.

The file

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Files
SKILL.md

Find a document

Answer from the vault catalog; open files only when needed. First read ../../guide/vault-basics.md (relative to this skill's folder), especially the privacy rules.

Steps

  1. Find the vault; read 99.System/vault.json to map names to person codes (FAM = family-wide; relatives use <CODE>-MOM, -DAD, -REL). Make sure find_docs.py exists in 99.System/Scripts/ (install it per the basics guide if not).
  2. Translate the question into a search, for example:
    • "Maria's passport" → python3 99.System/Scripts/find_docs.py passport --person MS
    • "what expires this year" → find_docs.py --expiring 12
    • "the flat lease" → find_docs.py lease
    • "all car documents" → find_docs.py --category vehicle or words like car insurance Try synonyms and English words (names and summaries are in English); add --all to include Review items. Fall back to find . -iname '*word*' over the vault if the catalog has nothing.
  3. Answer directly: the file's folder and name (as a clickable local-file link when the interface supports it), plus the relevant catalog facts (expiry, date, issuer). Several matches: a short list. None: say so and suggest checking the inbox or Review.
  4. Details inside a document (an address, a policy period) that the catalog lacks: tell the user you would need to read the file, and read only masked text: for a PDF run page_scan.py <pdf> 1 <pages> and read its output in ~/vault-pages/; for an image, copy it into a scratch folder under $HOME and run inbox_scan.py --inbox <that folder>, then run inbox_scan.py once more on the real inbox so the working file is reset. Remove the scratch afterwards. Never read out ID, account or policy numbers or passwords; point to the file instead.
  5. Sending the file into the chat or attaching it to an email copies it off the computer: only when the user asks, and say so in one line.

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