project-archive

/finance:project-archive — Project Archiving

Mark a closed project as archived, with the directory read-only.

Command Format

/finance:project-archive <project-code> [--force]

Parameters:

• <project-code>: project code
• --force: skip status check (force archive active project)

Status Transition

planning → active → fieldwork → reporting → closed → archived
                                                  ↑
                                              此处开始只读

Can only be archived in closed status(unless --force）。

Operation Steps

Step 1: Validate Status

Read project.md 's 状态 field:

Current Status	Archivable	Handling
closed	✅	Archive directly
reporting	⚠️	Prompt "The project is still in the reporting stage. Confirm archiving?"
active / fieldwork / planning	❌	Reject, require close first (change status to closed)
archived	✅	Idempotent operation, output "The project is already archived"

Step 2: Validate Completeness

Check whether the project directory is complete:

• project.md exists
• Key deliverables exist (by type):
  • annual-audit：findings/ at least 1
  • m-and-a：due-diligence/ at least 1
  • budget-review：variance-analysis/ at least 1
  • Other: skip

When incomplete, output a warning but do not block archiving.

Step 3: Write Archive Information

Modify project.md：

• 状态: closed → archived
• Add 归档时间: {YYYY-MM-DD HH:MM}
• Add 归档人: {current-user}

Optional: move the directory to ~/.config/finance-skills/projects/_archive/{code}-{YYYY}/(recommended)

Step 4: Mark Read-Only

chmod -R 555 ~/.config/finance-skills/projects/{code}/

Only ~/.config/finance-skills/projects/{code}/project.md remains writable (to allow reopen).

Step 5: Output Archive Result

════════════════════════════════════════
📦 项目已归档

代码: {code}
名称: {name}
原始周期: {start} ~ {end}
关闭时间: {closed_date}
归档时间: {archive_date}
归档人: {user}

项目目录: ~/.config/finance-skills/projects/_archive/{code}-{YYYY}/
权限: 只读

历史保留 5 年（{archive_date} + 5 年后自动清理）
════════════════════════════════════════

恢复项目：/finance:project-switch {code}（会自动 reopen 到 closed 状态）
════════════════════════════════════════

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History Retention Policy

归档后保留时间：5 年
├── 0-1 年：完整保留，可随时 reopen
├── 1-3 年：压缩归档（tar.gz），reopen 需手动解压缩
└── 3-5 年：标记为"待清理"，到期自动提示用户
> 5 年：自动清理（除非用户标记"永久保留"）

Permanent retention: add the 永久保留: true field in project.md.

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Examples

→ Example: the user says "archive the 2025 annual audit project"; the system validates that the status is closed (if not closed, requires close first), and performs archiving.

→ Example: the user says "force archive the M&A alpha project"; the system uses --force to skip the status check.

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Notes

• Archiving is irreversible (unless reopened): after archiving, the directory is read-only, and modifications to deliverables will be denied by permissions
• Credentials have been cleared: before archiving, automatically check whether ~/.config/finance-skills/credentials/ references the project ID; if so, prompt for cleanup
• Cross-year audit association: when archiving 2025-audit, ask "Should the findings from this period be automatically synced to the 'Historical Context' section of 2026-audit?" (annual audit continuity requirement)