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cudjo21cudjo21/document-vault/skills/vault-check-up/SKILL.md

vault-check-up

Skill0 starsChanged 50 days agoMITView on GitHub

Runs a health check of the Document Vault - expiring passports and permits, expired documents to archive, tidy subfolder suggestions, files missing from the catalog, broken names, leftovers in Review. Use when the user asks "check my vault", "what documents are expiring", "archive expired documents", "tidy my vault", "is my vault in order" or wants a periodic review.

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Offer a routine: if the user would like, set up a scheduled task (e.g.

    line 24
  2. Distinctive:

    Never print document contents.

    line 26

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Vault check-up

A read-only review first; fixes only after the user agrees. First read ../../guide/vault-basics.md (relative to this skill's folder).

Steps

  1. Find the vault and make sure its scripts match the plugin's (update per the basics guide; vault_check.py may be new).
  2. Run python3 99.System/Scripts/vault_check.py (add --months 12 if the user wants a longer horizon; default 6). Output is metadata only.
  3. Report in short sections, skipping empty ones:
    • Expired or expiring: group by person, soonest first, plain dates ("Alex's UK passport expires June 2027"). Remind that many countries require 6 months of passport validity for travel. Expired documents are kept (they are history: forms ask for previous passports and numbers).
    • Expired, outside an Archive folder: renewing lines are being renewed (a catalog note says so): keep them in place, no question. replaced lines have a newer document of the same kind and country; propose moving the old one to Archive/ inside the same category folder (e.g. 01.IDs/Archive/). ASK lines have no replacement in the vault: ask whether the person is renewing it (keep it where it is and remind later) or it should be archived. Never send expired documents to 90.Review (that means "safe to delete") or to 99.Misc.
    • Tidy suggestions: 5 or more files of one topic or series directly in one folder. Propose one subfolder per group with a clear name (e.g. 06.Education/Language-Course/, 03.Finance/Invoices/, 05.Work/SARs/), one level deep only. Judge each group: suggest it for series (payslips, invoices, statements) and topics (a course, an assessment, a property, a legal case); do not split core document kinds such as passports in 01.IDs. In Health, group exams by type or body area once there are 3 or more (02.Health/Blood-Tests/, Thyroid/, Heart/, Prescriptions/); the date-first names keep each subfolder in date order, and one-off exams stay loose. Files keep their names.
    • Not in the catalog: files someone dropped straight into the library. Offer to process them like inbox files (move them to 00.Inbox with a small move plan, then run the inbox skill) or to catalog them in place.
    • Missing files: catalog rows whose file is gone. Cloud placeholders mean "not downloaded" (ask the user to download). Otherwise ask whether they deleted them; if yes, set status=deleted-by-user and add a delete line to the move log.
    • Names off-convention: propose new names per NAMING.md in a table.
    • Review: counts in 90.Review/*. If the user has deleted files from Review, the report says how many the catalog still lists; record them with python3 99.System/Scripts/vault_check.py --record-review-deletions (status deleted-by-user, a delete line in the move log), so they are never mistaken for kept copies. Remind the user these wait for their manual decision; offer audit_duplicates.py to confirm each kept copy is the best one. Never delete them.
    • Other: empty subfolders, stray top-level files, files waiting in the inbox.
  4. Fix only with approval. Renames and moves go through a plan file and inbox_file.py (action move, dry run, then --apply, batch name checkup-YYYY-MM-DD), so they are logged and can be undone. For archive and tidy moves of library documents, set "status": "filed" in each plan entry so they stay in the library. Empty folders move to 90.Review/Empty-folders/ rather than being removed.
  5. Offer a routine: if the user would like, set up a scheduled task (e.g. monthly) that runs this check-up and reports expiring documents.

Never print document contents; this skill works from the catalog and file names only.

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