dashboard-greek-accounting

# Dashboard Greek Accounting 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. ## Setup ```bash export OPENCLAW_DATA_DIR="/data" which jq || sudo apt install jq ``` No external credentials required. Generates text-based dashboard reports by reading data from local files in OPENCLAW_DATA_DIR. ## Core Philosophy - **English Interface, Greek Data**: Dashboard in English, processing Greek business documents and regulations - **Assistant-First Design**: Built for accountants assistants, not senior partners or IT staff - **Real-Time Awareness**: Instant visibility into compliance status, deadlines, and client health - **File-Based Processing**: Dashboard state managed through OpenClaw file system, no database required - **Skill Integration Hub**: Pulls data from all existing skills into unified views - **Production Ready**: Error handling, fallback displays, and graceful degradation ## OpenClaw Commands ### Dashboard Initialization & Configuration ```bash # Initialize dashboard for accounting firm openclaw dashboard init --firm-name "FIRM NAME" --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 # User setup for assistants openclaw dashboard add-user --name "Assistant Name" --role assistant --clients "CLIENT1,CLIENT2" openclaw dashboard set-alerts --user "Assistant Name" --email --urgency-threshold medium openclaw dashboard set-working-hours --start 08:00 --end 18:00 --timezone "Europe/Athens" ``` ### Daily Operations Dashboard ```bash # Morning startup - comprehensive daily briefing 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 # Real-time monitoring openclaw dashboard live-status --refresh 15min --alerts-only openclaw dashboard compliance-check --all-clients --flag-issues openclaw dashboard document-queue --unprocessed --awaiting-review --count # End of day summary openclaw dashboard eod-summary --completed-tasks --remaining-issues --tomorrow-preview ``` ### Client Portfolio Dashboard ```bash # Client overview and management openclaw dashboard client-overview --client "CLIENT AE" --period current-month openclaw dashboard client-health --all-clients --score --rank openclaw dashboard client-alerts --client "CLIENT AE" --unresolved --history 30d # Client financial snapshot openclaw dashboard client-financials --client "CLIENT AE" --vat-status --payroll-status openclaw dashboard client-documents --client "CLIENT AE" --pending --processed --missing openclaw dashboard client-timeline --client "CLIENT AE" --upcoming-deadlines --past-filings # Multi-client comparison openclaw dashboard portfolio-summary --all-clients --compliance-score --risk-level openclaw dashboard workload-analysis --by-client --by-task-type --estimated-hours ``` ### Compliance & Deadline Dashboard ```bash # Deadline monitoring integration 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 compliance status openclaw dashboard aade-status --vat-filings --mydata-submissions --system-health openclaw dashboard aade-changes --recent --impact-assessment --action-required # EFKA compliance status openclaw dashboard efka-status --contributions --declarations --upcoming-deadlines openclaw dashboard efka-employees --by-client --status-check --contribution-amounts # Municipal & other compliance openclaw dashboard municipal-status --property-taxes --local-fees --permit-renewals openclaw dashboard compliance-scorecard --all-categories --trend --recommendations ``` ### Financial Reporting Dashboard ```bash # Revenue and billing reports 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 reporting openclaw dashboard vat-summary --all-clients --current-period --comparison-previous openclaw dashboard vat-reconciliation --client "CLIENT AE" --flag-discrepancies openclaw dashboard vat-forecast --next-quarter --estimated-amounts # Payroll overview 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 # Banking integration status openclaw dashboard bank-feeds --all-clients --last-sync --unreconciled-count openclaw dashboard bank-reconciliation --client "CLIENT AE" --status --discrepancies openclaw dashboard cash-flow-overview --all-clients --current-month --trend ``` ### Alert Management Dashboard ```bash # Alert configuration openclaw dashboard alert-rules --list --add --modify --delete openclaw dashboard alert-channels --configure email,slack,sms --test # Unconfigured channels skipped openclaw dashboard alert-escalation --set-levels --timeout-minutes 60 # Alert monitoring 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 "Action taken" openclaw dashboard alert-snooze --alert-id {id} --until "2026-03-01" # Alert types and priorities openclaw dashboard alert-types: # Priority: CRITICAL (immediate action required) - aade-deadline-missed # Filing deadline has passed - aade-system-outage-critical # Government system down near deadline - compliance-violation-detected # Active compliance issue - bank-feed-authentication-failed # Banking connection lost # Priority: HIGH (action needed within 24 hours) - deadline-approaching-48h # Deadline within 48 hours - document-missing-for-filing # Required document not received - vat-discrepancy-detected # VAT calculation mismatch - payroll-run-overdue # Payroll not processed on time # Priority: MEDIUM (action needed within 1 week) - deadline-approaching-7d # Deadline within 7 days - client-documents-pending # Documents awaiting processing - bank-reconciliation-overdue # Reconciliation not completed - efka-contribution-reminder # Social security payment upcoming # Priority: LOW (informational) - aade-announcement-new # New government announcement - document-processed-successfully # Successful processing confirmation - monthly-report-ready # Automated report generated - system-maintenance-scheduled # Planned maintenance window ``` ### Report Generation Dashboard ```bash # Automated report generation openclaw dashboard generate-report --type daily-summary --format html --output /data/reports/ openclaw dashboard generate-report --type client-status --client "CLIENT 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 # Report scheduling 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 # Report templates openclaw dashboard report-templates --list openclaw dashboard report-templates --create --name "Client Quarterly Review" --sections "financials,compliance,deadlines,recommendations" openclaw dashboard report-templates --customize --template "Client Quarterly Review" --add-logo --add-footer ``` ## Dashboard Data Architecture ### File-Based State Management ```yaml Dashboard_File_Structure: config: - /data/dashboard/config/firm-settings.yaml - /data/dashboard/config/user-preferences.yaml - /data/dashboard/config/alert-rules.yaml - /data/dashboard/config/report-templates.yaml state: - /data/dashboard/state/current-alerts.json - /data/dashboard/state/client-status.json - /data/dashboard/state/deadline-tracker.json - /data/dashboard/state/task-queue.json - /data/dashboard/state/system-health.json cache: - /data/dashboard/cache/aade-latest.json - /data/dashboard/cache/efka-latest.json - /data/dashboard/cache/bank-feeds-latest.json - /data/dashboard/cache/ocr-queue-status.json reports: - /data/dashboard/reports/daily/ - /data/dashboard/reports/weekly/ - /data/dashboard/reports/monthly/ - /data/dashboard/reports/client-specific/ history: - /data/dashboard/history/alerts/ - /data/dashboard/history/compliance-scores/ - /data/dashboard/history/performance-metrics/ ``` ### Client Status Data Model ```yaml Client_Status_Schema: client_id: "unique_identifier" legal_name_gr: "ΕΤΑΙΡΕΙΑ ΑΕ" legal_name_en: "COMPANY SA" afm: "123456789" doy: "Α' ΑθηνϽν" entity_type: "AE|EPE|OE|EE|IKE|sole_proprietor" compliance: overall_score: 95 # 0-100 vat_status: "current|overdue|pending" income_tax_status: "current|overdue|pending" efka_status: "current|overdue|pending" mydata_status: "current|overdue|pending" enfia_status: "current|overdue|pending" deadlines: next_deadline: "2026-03-20" next_deadline_type: "VAT Return" overdue_count: 0 upcoming_7d_count: 2 upcoming_30d_count: 5 documents: pending_processing: 3 awaiting_review: 1 missing_required: 0 processed_this_month: 47 financials: monthly_revenue: 125000.00 monthly_vat_liability: 30000.00 payroll_cost: 45000.00 outstanding_receivables: 15000.00 banking: last_sync: "2026-02-17T08:00:00" unreconciled_transactions: 5 bank_connections_active: 2 bank_connections_failed: 0 risk_level: "low|medium|high|critical" last_updated: "2026-02-17T10:30:00" assigned_assistant: "Assistant Name" ``` ### Alert Data Model ```yaml Alert_Schema: alert_id: "ALT-2026-02-001" type: "deadline-approaching-48h" priority: "HIGH" client_id: "CLIENT_001" client_name_en: "COMPANY SA" message_en: "VAT return for COMPANY SA due in 48 hours" message_gr: "Υποβολή ΦΠΑ για ΕΤΑΙΡΕΙΑ ΑΕ σε 48 Ͻρεπš" details: deadline_date: "2026-02-19" filing_type: "F2 VAT Return" period: "January 2026" amount_due: 12500.00 documents_ready: true submission_system: "myDATA" status: "active|acknowledged|snoozed|resolved" created_at: "2026-02-17T08:00:00" acknowledged_by: null resolved_at: null actions: - "Review VAT calculation" - "Verify supporting documents" - "Submit via myDATA portal" - "Confirm submission receipt" ``` ## Skill Integration Architecture ### Data Flow from Existing Skills ```yaml Skill_Integration_Map: accounting-workflows: provides: - document_processing_status - ocr_queue_metrics - data_entry_completion_rates dashboard_view: "Document Processing Queue" greek-compliance-aade: provides: - vat_calculation_status - payroll_processing_status - compliance_scores_per_client dashboard_view: "Compliance Overview" cli-deadline-monitor: provides: - upcoming_deadlines_by_client - overdue_items - deadline_tracker_data dashboard_view: "Deadline Tracker & Alerts" greek-email-processor: provides: - unprocessed_email_count - document_extraction_queue - client_communication_status dashboard_view: "Email & Communications" greek-individual-taxes: provides: - individual_tax_return_status - e1_form_progress - tax_calculation_summaries dashboard_view: "Individual Tax Returns" openclaw-greek-accounting-meta: provides: - orchestration_status - workflow_completion_rates - system_health_metrics dashboard_view: "System Overview" aade-api-monitor: provides: - government_system_status - regulatory_change_alerts - deadline_change_notifications dashboard_view: "Government Systems Status" greek-banking-integration: provides: - bank_feed_status_per_client - reconciliation_progress - transaction_import_metrics dashboard_view: "Banking & Reconciliation" greek-document-ocr: provides: - ocr_processing_queue - accuracy_metrics - greek_text_extraction_status dashboard_view: "OCR Processing Status" efka-api-integration: provides: - social_security_status - employee_contribution_tracking - declaration_submission_status dashboard_view: "EFKA Social Security" ``` ### Dashboard Refresh Cycle ```yaml Refresh_Schedule: real_time: # Updated on every dashboard access - active_alerts - critical_deadlines - system_health frequent: # Every 15 minutes - document_processing_queue - email_inbox_status - bank_feed_status periodic: # Every hour - compliance_scores - client_status_overview - workload_metrics scheduled: # Daily at configured times - daily_reports - deadline_tracker_update - performance_analytics on_demand: # Triggered by user action - client_deep_dive - custom_reports - historical_analysis ``` ## Dashboard Views (English Interface) ### 1. Morning Briefing View ```markdown ┌─────────────────────────────────────────────────────────┐ ─š 🌅 MORNING BRIEFING - February 17, 2026 ─š ─š Good morning, [Assistant Name] ─š ├─────────────────────────────────────────────────────────┤ ─š ─š ─š 🚨 CRITICAL ALERTS (2) ─š ─š ├─ VAT Return overdue: ALPHA TRADING AE (was due 15/02)─š ─š └─ Bank feed disconnected: Eurobank - BETA SERVICES EPE─š ─š ─š ─š ⚠️ TODAY'S DEADLINES (3) ─š ─š ├─ Submit payroll declaration: GAMMA TECH IKE ─š ─š ├─ EFKA contribution payment: DELTA LOGISTICS OE ─š ─š └─ myDATA monthly submission: EPSILON RETAIL AE ─š ─š ─š ─š 📀¹ TASK QUEUE (12 items) ─š ─š ├─ 5 documents awaiting processing ─š ─š ├─ 3 bank reconciliations pending ─š ─š ├─ 2 client emails requiring response ─š ─š └─ 2 VAT calculations ready for review ─š ─š ─š ─š 📊 YESTERDAY'S SUMMARY ─š ─š ├─ 23 documents processed (98% accuracy) ─š ─š ├─ 4 filings submitted successfully ─š ─š ├─ 15 bank transactions reconciled ─š ─š └─ 0 deadlines missed ✅ ─š ─š ─š ─š ðŸÂ¦ GOVERNMENT SYSTEMS STATUS ─š ─š ├─ TAXIS: ✅ Online ─š ─š ├─ myDATA: ✅ Online ─š ─š ├─ EFKA: ⚠️ Slow (response >5s) ─š ─š └─ ENFIA: ✅ Online ─š └─────────────────────────────────────────────────────────┘ ``` ### 2. Client Portfolio View ```markdown ┌─────────────────────────────────────────────────────────────────────┐ ─š 📊 CLIENT PORTFOLIO - All Clients ─š ├──────────────────┬──────────┬───────────┬──────────┬───────────────┤ ─š Client ─š Health ─š Deadlines ─š Docs ─š Risk Level ─š ├──────────────────┼──────────┼───────────┼──────────┼───────────────┤ ─š ALPHA TRADING AE ─š 72/100 ─š 1 overdue ─š 3 pending─š 🔴 HIGH ─š ─š BETA SERVICES EPE─š 85/100 ─š 2 in 7d ─š 0 pending─š 🟡 MEDIUM ─š ─š GAMMA TECH IKE ─š 95/100 ─š 1 today ─š 1 pending─š 🟢 LOW ─š ─š DELTA LOGISTICS ─š 91/100 ─š 1 today ─š 0 pending─š 🟢 LOW ─š ─š EPSILON RETAIL AE─š 88/100 ─š 1 today ─š 2 pending─š 🟡 MEDIUM ─š ─š ZETA CONSULTING ─š 98/100 ─š 0 urgent ─š 0 pending─š 🟢 LOW ─š ├──────────────────┴──────────┴───────────┴──────────┴───────────────┤ ─š Portfolio Health: 88/100 | Active Clients: 6 | Total Staff: 47 ─š └─────────────────────────────────────────────────────────────────────┘ ``` ### 3. Compliance Scorecard View ```markdown ┌─────────────────────────────────────────────────────────────────────┐ ─š ✅ COMPLIANCE SCORECARD - February 2026 ─š ├──────────────────┬──────┬──────┬──────┬──────┬──────┬──────────────┤ ─š Client ─š VAT ─š Tax ─š EFKA ─š DATA ─š ENFIA─š Overall ─š ├──────────────────┼──────┼──────┼──────┼──────┼──────┼──────────────┤ ─š ALPHA TRADING AE ─š ❌ ─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š 72% ─š ─š BETA SERVICES EPE─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š ✅ ─š 85% ─š ─š GAMMA TECH IKE ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š 95% ─š ─š DELTA LOGISTICS ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ⚠️ ─š 91% ─š ─š EPSILON RETAIL AE─š ✅ ─š ✅ ─š ✅ ─š ⚠️ ─š ✅ ─š 88% ─š ─š ZETA CONSULTING ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š ✅ ─š 98% ─š ├──────────────────┴──────┴──────┴──────┴──────┴──────┴──────────────┤ ─š ✅ = Current ⚠️ = Pending/Due Soon ❌ = Overdue/Issue ─š ─š Firm Average: 88% | National Average: 76% | Trend: †‘ improving ─š └─────────────────────────────────────────────────────────────────────┘ ``` ### 4. Deadline Tracker View ```markdown ┌─────────────────────────────────────────────────────────────────────┐ ─š 📅 DEADLINE CALENDAR - February 2026 ─š ├─────────┬───────────────────────────────────────────────────────────┤ ─š Feb 17 ─š 🔴 Submit payroll: GAMMA TECH IKE ─š ─š (Today) ─š 🔴 EFKA payment: DELTA LOGISTICS OE ─š ─š ─š 🔴 myDATA submit: EPSILON RETAIL AE ─š ├─────────┼───────────────────────────────────────────────────────────┤ ─š Feb 20 ─š 🟡 VAT Return F2: BETA SERVICES EPE ─š ─š ─š 🟡 VAT Return F2: GAMMA TECH IKE ─š ├─────────┼───────────────────────────────────────────────────────────┤ ─š Feb 26 ─š 🟡 Monthly e-books submission: ALL CLIENTS ─š ├─────────┼───────────────────────────────────────────────────────────┤ ─š Feb 28 ─š ⚪ EFKA monthly declaration: ALL CLIENTS ─š ─š ─š ⚪ Withholding tax filing: ALPHA TRADING AE ─š ├─────────┼───────────────────────────────────────────────────────────┤ ─š Mar 05 ─š ⚪ Stamp duty quarterly: ZETA CONSULTING ─š ├─────────┼───────────────────────────────────────────────────────────┤ ─š Mar 15 ─š ⚪ Income tax advance: BETA SERVICES EPE ─š ─š ─š ⚪ Income tax advance: EPSILON RETAIL AE ─š ├─────────┴───────────────────────────────────────────────────────────┤ ─š 🔴 Due Today (3) | 🟡 Due This Week (2) | ⚪ Upcoming (5) ─š └─────────────────────────────────────────────────────────────────────┘ ``` ## Implementation Guidelines ### Dashboard Initialization Workflow ```yaml Initialization_Steps: 1_firm_setup: - Create dashboard directory structure - Configure firm-level settings (name, timezone, currency) - Set data source paths for existing skills - Verify all 10 skills are accessible 2_client_import: - Scan existing client data from other skills - Build initial client status records - Calculate baseline compliance scores - Generate initial risk assessments 3_user_configuration: - Create assistant user accounts - Assign clients to assistants - Configure alert preferences - Set working hours and notification schedules 4_integration_verification: - Test data flow from each skill - Verify alert generation - Confirm report generation - Run end-to-end dashboard test ``` ### Error Handling & Graceful Degradation ```yaml Error_Handling: skill_unavailable: behavior: "Show cached data with 'last updated' timestamp" alert: "Dashboard data may be stale - [Skill Name] connection issue" fallback: "Display last known good state with warning indicator" data_inconsistency: behavior: "Flag inconsistent data with visual indicator" alert: "Data mismatch detected for [Client] - manual review needed" fallback: "Show both values with comparison indicator" government_system_down: behavior: "Show system status indicator, disable affected submissions" alert: "AADE/EFKA system unavailable - monitoring for recovery" fallback: "Queue submissions, show estimated retry time" file_system_error: behavior: "Attempt recovery from backup state files" alert: "Dashboard state recovery in progress" fallback: "Fresh rebuild from skill data sources" stale_data_thresholds: alerts: 5_minutes client_status: 1_hour compliance_scores: 4_hours financial_data: 24_hours ``` ### Performance Optimization ```yaml Performance_Strategy: caching: - Cache computed compliance scores (recalculate hourly) - Cache client health scores (recalculate on data change) - Cache deadline tracker (rebuild daily + on deadline changes) - Cache report templates (rebuild on template change) lazy_loading: - Load client details only when client selected - Load historical data only when requested - Load bank transaction details on drill-down - Generate reports only when requested or scheduled incremental_updates: - Update only changed client records - Append new alerts without rebuilding alert list - Update deadline tracker incrementally - Process document queue changes only ``` ## Report Templates ### Daily Summary Report (HTML) ```yaml Daily_Summary_Report: header: firm_name: "ACCOUNTING FIRM NAME" report_date: "February 17, 2026" generated_at: "08:00 Athens time" prepared_by: "OpenClaw Dashboard" sections: - critical_alerts: title: "Critical & High Priority Alerts" content: "List of unresolved critical/high alerts with action items" - deadline_overview: title: "Today's Deadlines & Upcoming 7 Days" content: "Calendar view of immediate deadlines by client" - client_status: title: "Client Portfolio Health" content: "Compliance scores, risk levels, key metrics per client" - document_processing: title: "Document Processing Summary" content: "Processed, pending, flagged documents from last 24 hours" - government_systems: title: "Government System Status" content: "AADE, EFKA, myDATA system availability and announcements" - action_items: title: "Today's Action Items" content: "Prioritized task list for assistants" footer: disclaimer: "Automated report - verify critical items manually" support: "Contact: support@firm.gr" ``` ### Client Quarterly Review Report ```yaml Client_Quarterly_Report: header: client_name: "CLIENT NAME AE" afm: "123456789" period: "Q1 2026 (January - March)" sections: - compliance_summary: title: "Compliance Performance" content: "Quarter compliance score trend, filings completed, issues resolved" - financial_overview: title: "Financial Summary" content: "Revenue, VAT, payroll costs, banking reconciliation status" - filing_history: title: "Filing & Submission History" content: "All filings made during quarter with dates and confirmation numbers" - deadline_performance: title: "Deadline Adherence" content: "On-time vs late filings, average days before deadline" - recommendations: title: "Recommendations" content: "Process improvements, compliance risks, upcoming changes" ``` ## Greek Business Specifics ### Entity Type Dashboard Variations ```yaml Entity_Type_Views: AE_SA: # ΑνϽνυμη Επžαιρεία additional_fields: - board_meeting_deadlines - annual_general_assembly_date - GEMI_filing_status - auditor_appointment_status compliance_extras: - published_financial_statements - dividend_tax_calculations EPE_LLC: # Επžαιρεία Περιορισμένηπš Ευθύνηπš additional_fields: - partner_meeting_deadlines - GEMI_filing_status compliance_extras: - profit_distribution_tracking IKE_PC: # Ιδιπ°πžική Ρεπ αλαιουπ¡ική Επžαιρεία additional_fields: - annual_report_deadline - GEMI_filing_status compliance_extras: - simplified_compliance_view OE_EE_Partnership: # θμςρρυθμη / Επžερςρρυθμη additional_fields: - partner_tax_obligations - partnership_agreement_renewal compliance_extras: - partner_individual_tax_integration Sole_Proprietor: # Απžομική Επιπ¡είρηση additional_fields: - personal_tax_integration - simplified_books_status compliance_extras: - integrated_personal_business_view ``` ### Greek Deadline Integration ```yaml Greek_Calendar_Awareness: public_holidays: - "2026-01-01: Πρπ°πžοπ¡ρονιά (New Year's Day)" - "2026-01-06: Μεοπ άνεια (Epiphany)" - "2026-03-02: Ραθαρά Δευπžέρα (Clean Monday)" - "2026-03-25: Εθνική Εορπžή (Independence Day)" - "2026-04-17: Μεγάλη Παρασκευή (Good Friday - Orthodox)" - "2026-04-20: Πάσπ¡α (Easter Monday - Orthodox)" - "2026-05-01: Εργαπžική Πρπ°πžομαγιά (Labour Day)" - "2026-06-08: Αγίου Πνεύμαπžοπš (Whit Monday)" - "2026-08-15: Ροίμηση Μεοπžςκου (Assumption)" - "2026-10-28: Εθνική Εορπžή (Ohi Day)" - "2026-12-25: Χρισπžούγεννα (Christmas)" - "2026-12-26: Σύναξη Μεοπžςκου (Boxing Day)" impact_on_deadlines: - "Adjust filing deadlines that fall on holidays" - "Account for AADE/EFKA office closures" - "Display holiday warnings on deadline tracker" - "Factor in reduced working days for workload planning" local_holidays: - "Variable by municipality - patron saint days" - "Athens: Nov 15 (Patron Saint)" - "Thessaloniki: Oct 26 (Liberation Day)" - "Configure per-client based on registered location" ``` ## OpenClaw Integration Requirements ### Required Skills Dependencies ```yaml Required_Skills: core_dependencies: - accounting-workflows # Document processing data - greek-compliance-aade # VAT/payroll compliance data - cli-deadline-monitor # Deadline tracking data - greek-email-processor # Email processing status - greek-individual-taxes # Individual tax data - openclaw-greek-accounting-meta # System orchestration advanced_dependencies: - aade-api-monitor # Government system status - greek-banking-integration # Bank feed data - greek-document-ocr # OCR processing metrics - efka-api-integration # Social security data openclaw_core: - file-processor # File system operations - deepread # Document reading - doc-converter # Report format conversion Installation_Command: setup: "npx openclaw skills add dashboard-greek-accounting --install-deps" verification: "openclaw dashboard health-check --verify-all-integrations" ``` ## Performance Metrics ### Dashboard Performance Targets ```yaml Performance_Targets: response_times: morning_briefing: "<5 seconds" client_overview: "<3 seconds" compliance_scorecard: "<3 seconds" deadline_tracker: "<2 seconds" alert_list: "<1 second" full_report_generation: "<30 seconds" accuracy: compliance_score_calculation: "99%+" deadline_tracking: "100% (zero missed)" alert_generation: "99%+ (no false negatives)" data_freshness: "Within configured thresholds" reliability: dashboard_availability: "99.5%+" graceful_degradation: "Always show something useful" data_recovery: "<5 minutes from backup" user_experience: time_to_first_insight: "<10 seconds from login" clicks_to_any_client: "‰¤2 clicks" alert_response_time: "<1 minute from generation to display" report_delivery: "Within 5 minutes of scheduled time" ``` ## Security & Access Control ### Data Protection ```yaml Security_Measures: data_access: - Assistants see only assigned clients - Sensitive fields (AFM, bank details) masked by default - Full data visible only on explicit request with audit log - Client data isolation between assistant views audit_trail: - All dashboard access logged with timestamp and user - Alert acknowledgments tracked with user and notes - Report generation and distribution logged - Data exports require confirmation and are logged gdpr_compliance: - Client consent tracking for data processing - Data retention policies enforced automatically - Right to erasure support for client data - Data processing records maintained per GDPR Art. 30 ``` ## Usage Examples ### Example 1: Morning Startup ```markdown User Action: "openclaw dashboard morning-briefing" System Response: 1. Aggregates overnight alerts from all 10 skills 2. Checks all government system statuses (AADE, EFKA, myDATA) 3. Compiles today's deadlines across all clients 4. Generates prioritized task queue 5. Produces formatted English briefing with Greek data references 6. Highlights 2 critical alerts requiring immediate attention 7. Shows 3 deadlines due today with preparation status 8. Lists 12 tasks in priority order with estimated time ``` ### Example 2: Client Deep Dive ```markdown User Action: "openclaw dashboard client-overview --client 'ALPHA TRADING AE'" System Response: 1. Pulls latest compliance data from greek-compliance-aade skill 2. Gets deadline status from cli-deadline-monitor 3. Checks document processing queue from accounting-workflows 4. Retrieves bank feed status from greek-banking-integration 5. Shows EFKA employee status from efka-api-integration 6. Displays comprehensive English-language client overview 7. Highlights overdue VAT return with action steps 8. Shows compliance score trend (72/100, down from 85 last month) ``` ### Example 3: End-of-Day Wrap-up ```markdown User Action: "openclaw dashboard eod-summary" System Response: 1. Summarizes all tasks completed today with timestamps 2. Lists remaining unresolved items with priority levels 3. Shows tomorrow's preview (4 deadlines, 2 scheduled reports) 4. Generates daily summary report and emails to team 5. Updates compliance scores based on today's activities 6. Queues overnight monitoring for government announcements ``` ## Troubleshooting ### Common Issues ```yaml Troubleshooting: stale_data: symptom: "Dashboard shows outdated information" check: "Verify skill integrations are active" fix: "openclaw dashboard refresh --force --rebuild-cache" missing_client: symptom: "Client not appearing in portfolio view" check: "Verify client data exists in source skills" fix: "openclaw dashboard sync-clients --rebuild" alerts_not_generating: symptom: "Expected alerts not appearing" check: "Review alert rules configuration" fix: "openclaw dashboard alert-rules --validate --test" slow_performance: symptom: "Dashboard takes >10 seconds to load" check: "Review cache status and data volumes" fix: "openclaw dashboard optimize --rebuild-cache --archive-old" report_generation_failure: symptom: "Scheduled reports not delivered" check: "Verify report template and delivery settings" fix: "openclaw dashboard schedule-report --test --verbose" ``` A successful dashboard deployment should achieve: - ✅ Complete visibility across all Greek accounting clients - ✅ English-language interface processing Greek business data seamlessly - ✅ Real-time alerts with zero missed critical notifications - ✅ Integration with all 10 existing OpenClaw Greek accounting skills - ✅ Assistants productive within 15 minutes of first use - ✅ 80% reduction in time spent checking compliance status manually - ✅ Professional reports generated automatically on schedule - ✅ Complete audit trail for all dashboard actions