财务规划报告
💼 行业专业
免费
📖 技能介绍
name: family-financial-report slug: family-financial-report version: 0.1.0 displayName: 家庭财务报告 description: >- 家庭财务报告子 Skill，用于从 SCRM 会话/持仓数据生成家庭财务规划报告。 打包用于 SkillHub 上传（已排除运行产物）。
family-financial-report
This package contains the family financial report subskill.
🤖 AI 评测
这个 Skill 质量较好，文档详尽、流程清晰，能覆盖从演示到真实客户出报告的完整链路，反模式排错指南对避免常见坑很有帮助。不过它依赖多个外部系统和 API，部分功能还在开发中（标注「M2 目标态」），实际使用时可能遇到接口未上线或数据拉取失败的情况，离线场景支持也有限。适合有技术顾问指导的环境使用，纯新手可能需要一定学习成本。.
📊 多维度评分
适应性4.7
规范性4.7
有效性4.6
可靠性4.3
可信度5
📁 包含文件 (157 个)
📄 SKILL.md
380 B
📄 family-financial-report/ORCHESTRATION.md
1.1 KB
📄 family-financial-report/advisor-context.md
4 KB
📄 family-financial-report/advisor_profiles.json
564 B
📄 family-financial-report/data-playbook.md
32.9 KB
📄 family-financial-report/goal-calc-formula.md
4.1 KB
📄 family-financial-report/invest-plan-catalog.md
13.2 KB
📄 family-financial-report/pitfalls.md
19.7 KB
📄 family-financial-report/pmdj-data-sources.md
17.5 KB
📄 family-financial-report/routing.md
6 KB
📄 family-financial-report/scrm-cli-bridge.md
1.3 KB
📄 family-financial-report/scrm-tools.md
3.7 KB
📄 family-financial-report/slots.md
2.4 KB
📄 family-financial-report/tools.md
5 KB
📄 family-financial-report/workflows/change-numbers.md
1.4 KB
📄 family-financial-report/workflows/dev-probe.md
922 B
📄 family-financial-report/workflows/edit-slot.md
869 B
📄 family-financial-report/workflows/generate-demo.md
2 KB
📄 family-financial-report/workflows/generate-from-conversation.md
4 KB
📄 family-financial-report/workflows/generate-from-scrm-comms.md
2.2 KB
📄 family-financial-report/workflows/generate-full-report.md
1.8 KB
📄 family-financial-report/workflows/generate-near-v5-report.md
7.5 KB
📄 family-financial-report/workflows/llm-enrich-facts.md
14.7 KB
📄 family-financial-report/workflows/llm-review-facts.md
5.6 KB
📄 family-financial-report/workflows/onboarding.md
1.4 KB
📄 family-financial-report/workflows/polish-narratives.md
6.3 KB
📄 family-financial-report/workflows/publish-online-report.md
9.1 KB
📄 family-financial-report/workflows/quick-edit.md
3.6 KB
📄 family-financial-report/workflows/review-demo.md
1.8 KB
📄 family-financial-report/workflows/scrm-data-pipeline.md
5.8 KB
📄 family-financial-report/workflows/update-v5-brand-pages.md
3.2 KB
📄 family-financial-report/workflows/update-v5-figma-ui-pages.md
3 KB
📄 kits/family-report/assets/figma/biz-logo-fengniao.svg
14.5 KB
📄 kits/family-report/assets/figma/biz-logo-qieman.svg
5.1 KB
📄 kits/family-report/assets/figma/biz-logo-qiming.svg
7.8 KB
📄 kits/family-report/assets/figma/biz-logo-wenxing.svg
8.3 KB
📄 kits/family-report/assets/figma/cover-back-textures-slide.svg
1.4 KB
📄 kits/family-report/assets/figma/cover-bg-mcp.svg
1.4 KB
📄 kits/family-report/assets/figma/dist-bar-1.svg
567 B
📄 kits/family-report/assets/figma/dist-bar-2.svg
567 B
📄 kits/family-report/assets/figma/dist-bar-3.svg
567 B
📄 kits/family-report/assets/figma/dm-icon-enterprise.svg
323 B
📄 kits/family-report/assets/figma/dm-icon-family.svg
253 B
📄 kits/family-report/assets/figma/dm-icon-person.svg
290 B
📄 kits/family-report/assets/figma/header-divider.svg
259 B
📄 kits/family-report/assets/figma/icon-pie-chart.svg
435 B
📄 kits/family-report/assets/figma/icon-star.svg
360 B
📄 kits/family-report/assets/figma/letter-lines.svg
947 B
📄 kits/family-report/assets/figma/letter-postmark.svg
6.9 KB
📄 kits/family-report/assets/figma/p18-expense-curve.svg
317 B
📄 kits/family-report/assets/figma/p18-income-curve.svg
793 B
📄 kits/family-report/assets/figma/qieman-logo-white.svg
5.1 KB
📄 kits/family-report/assets/figma/qieman-logo.svg
5.1 KB
📄 kits/family-report/assets/report_kit_rerender.js
67.3 KB
📄 kits/family-report/docs/V5-BRAND-PAGES.md
5.4 KB
📄 kits/family-report/docs/V5-FIGMA-UI-PAGES.md
5.1 KB
📄 kits/family-report/fixtures/README.md
2.5 KB
📄 kits/family-report/fixtures/demo_confirmed_facts.json
227 B
📄 kits/family-report/fixtures/demo_conversation.txt
1.7 KB
📄 kits/family-report/fixtures/demo_conversation_from_v5.txt
1.2 KB
📄 kits/family-report/fixtures/demo_narratives.json
931 B
📄 kits/family-report/fixtures/demo_report_data.json
39.2 KB
📄 kits/family-report/fixtures/hedge_fund_shelf.json
1.6 KB
📄 kits/family-report/fixtures/invest_plan_asset_mix_catalog.json
4.9 KB
📄 kits/family-report/fixtures/market_curves.json
141 KB
📄 kits/family-report/fixtures/minimal_report_data.json
783 B
📄 kits/family-report/fixtures/oss.env.example
775 B
📄 kits/family-report/fixtures/product_library.json
143.5 KB
📄 kits/family-report/fixtures/product_scheme_reference.json
2.6 KB
📄 kits/family-report/fixtures/zhou_kai_semantic_facts.json
4.2 KB
📄 kits/family-report/scripts/_alfa_http.py
2.1 KB
📄 kits/family-report/scripts/_family_resolve.py
8.8 KB
📄 kits/family-report/scripts/_hedge_fund_nav.py
7 KB
📄 kits/family-report/scripts/_invest_plan_labels.py
2.8 KB
📄 kits/family-report/scripts/_invest_plan_resolve.py
16.2 KB
📄 kits/family-report/scripts/_line_items.py
5.1 KB
📄 kits/family-report/scripts/_narrative_build.py
21.1 KB
📄 kits/family-report/scripts/_oss_credentials.py
4.5 KB
📄 kits/family-report/scripts/_paths.py
16.5 KB
📄 kits/family-report/scripts/_pmdj_http.py
2 KB
📄 kits/family-report/scripts/_portfolio_nav.py
6.8 KB
📄 kits/family-report/scripts/allocate_run.py
1.1 KB
📄 kits/family-report/scripts/apply_edits.py
6.9 KB
📄 kits/family-report/scripts/assemble.py
15.8 KB
📄 kits/family-report/scripts/assemble_v5.py
27.4 KB
📄 kits/family-report/scripts/build_conversation_from_report_data.py
4.2 KB
📄 kits/family-report/scripts/build_customer_pages.py
132.7 KB
📄 kits/family-report/scripts/build_facts_brief.py
924 B
📄 kits/family-report/scripts/build_fixtures_from_v5.py
6.6 KB
📄 kits/family-report/scripts/build_p06_scene.py
2.1 KB
📄 kits/family-report/scripts/build_semantic_queue.py
9.5 KB
📄 kits/family-report/scripts/calc_metrics.py
12.4 KB
📄 kits/family-report/scripts/dedupe_delivery_assets.py
1.3 KB
📄 kits/family-report/scripts/delivery_assets.py
9.8 KB
📄 kits/family-report/scripts/export_fgo_icons.py
2.4 KB
📄 kits/family-report/scripts/export_mcp_run_fixture.py
3.5 KB
📄 kits/family-report/scripts/export_pdf.py
8.6 KB
📄 kits/family-report/scripts/extract_facts.py
37 KB
📄 kits/family-report/scripts/fetch_alloc_products.py
15.6 KB
📄 kits/family-report/scripts/fetch_hedge_fund_meta.py
4.3 KB
📄 kits/family-report/scripts/fetch_invest_plan_allocation.py
9 KB
📄 kits/family-report/scripts/fetch_invest_plan_nav.py
26.9 KB
📄 kits/family-report/scripts/fetch_pmdj_facts.py
8.9 KB
📄 kits/family-report/scripts/fetch_portfolio_composition.py
6.1 KB
📄 kits/family-report/scripts/fetch_portfolio_performance.py
9.2 KB
📄 kits/family-report/scripts/fetch_products.py
3.3 KB
📄 kits/family-report/scripts/fetch_scrm_comms.py
5.7 KB
📄 kits/family-report/scripts/fetch_scrm_comms_mcp.py
3.2 KB
📄 kits/family-report/scripts/figma_assets.py
4.4 KB
📄 kits/family-report/scripts/gate_facts.py
6.4 KB
📄 kits/family-report/scripts/generate_narratives.py
1.9 KB
📄 kits/family-report/scripts/market_trends.py
16.5 KB
📄 kits/family-report/scripts/merge_facts.py
11.8 KB
📄 kits/family-report/scripts/open_report.py
1.1 KB
📄 kits/family-report/scripts/patch_p12_p16_figma.py
31.1 KB
📄 kits/family-report/scripts/prune_delivery_figma.py
3.4 KB
📄 kits/family-report/scripts/publish_online.py
22 KB
📄 kits/family-report/scripts/renumber_drop_p06b.py
2.4 KB
📄 kits/family-report/scripts/renumber_drop_p41.py
3.6 KB
📄 kits/family-report/scripts/renumber_drop_p41_46.py
4.2 KB
📄 kits/family-report/scripts/renumber_drop_p42_46.py
3.5 KB
📄 kits/family-report/scripts/restore_p41_46.py
5.3 KB
📄 kits/family-report/scripts/run_m0.py
14.7 KB
📄 kits/family-report/scripts/run_scrm_data_pipeline.py
3.4 KB
📄 kits/family-report/scripts/run_shelley_from_internal.sh
1.5 KB
📄 kits/family-report/scripts/save_mcp_prompt_fixture.py
1.4 KB
📄 kits/family-report/scripts/save_mcp_test_run.py
1.6 KB
📄 kits/family-report/scripts/serve_run.py
7.7 KB
📄 kits/family-report/scripts/simulate_m0.py
1.8 KB
📄 kits/family-report/scripts/sync_pages.py
20.8 KB
📄 kits/family-report/scripts/verify_delivery.py
2.3 KB
📄 kits/family-report/scripts/write_mcp_run_json.py
843 B
📄 kits/family-report/templates/v5-shell.html
2 MB
📄 kits/family-report/tests/test_assemble_product_pages.py
2 KB
📄 kits/family-report/tests/test_calc_metrics.py
1.9 KB
📄 kits/family-report/tests/test_cashflow_rows.py
8.6 KB
📄 kits/family-report/tests/test_delivery_assets.py
7.8 KB
📄 kits/family-report/tests/test_figma_assets.py
3.6 KB
📄 kits/family-report/tests/test_goal_calc_formula.py
3.6 KB
📄 kits/family-report/tests/test_goal_calc_targets.py
4.7 KB
📄 kits/family-report/tests/test_hedge_fund_nav.py
1.7 KB
📄 kits/family-report/tests/test_income_sankey.py
7.2 KB
📄 kits/family-report/tests/test_invest_plan_allocation.py
5.6 KB
📄 kits/family-report/tests/test_invest_plan_app_default.py
2 KB
📄 kits/family-report/tests/test_invest_plan_fetch_targets.py
3.4 KB
📄 kits/family-report/tests/test_invest_plan_performance.py
1.8 KB
📄 kits/family-report/tests/test_line_items.py
3.2 KB
📄 kits/family-report/tests/test_merge_customer_name.py
1.2 KB
📄 kits/family-report/tests/test_oss_credentials.py
1.9 KB
📄 kits/family-report/tests/test_portfolio_composition.py
2.4 KB
📄 kits/family-report/tests/test_portfolio_performance.py
3.6 KB
📄 kits/family-report/tests/test_product_allocations.py
1.9 KB
📄 kits/family-report/tests/test_provident_fund_extract.py
1.3 KB
📄 kits/family-report/tests/test_publish_online.py
4.3 KB
📄 kits/family-report/tests/test_renumber_visible_pages.py
1 KB
📄 kits/family-report/tests/test_risk_page_visibility.py
2.5 KB
📄 kits/family-report/tests/test_run_dir.py
1.8 KB
