kelly-invoice-sheet

name

kelly-invoice-sheet

description

Extract invoices, receipts, credit notes, statements, PDFs, images, docs, and spreadsheet-like invoice exports into a local reviewable table with field confidence, line items, approval decisions, and CSV/JSON export. Use when the user invokes /kelly-invoice-sheet or $kelly-invoice-sheet, asks for "Invoice转表格", invoice OCR, receipt-to-spreadsheet, invoice data extraction, bookkeeping import prep, or a Lido-style Extract Data workflow with a local App-in-Skill UI.

Kelly Invoice Sheet

Overview

Use this skill to turn invoice files or extracted invoice text into a structured batch that the user can review in a local spreadsheet-style UI. The skill owns extraction, reasoning, validation, and export; the app only reads/writes local handoff files and records human decisions.

Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, prepare or load a batch, start/reuse the local app with app/start.sh, and give the actual local URL.

App UI Screenshots

Spreadsheet extraction desk Sheet-like invoice table with extracted rows, status filters, confidence flags, and human-attention counts.	Invoice detail review Editable invoice fields, line items, confidence notes, and approve/request-changes/block controls.	Extract Data upload Lido-style upload modal with local file, Google Drive, OneDrive, and email source options.

Workflow

1. Accept invoice source files or source text from the user. Supported workflow inputs include PDFs, images, Word docs, CSV/XLS/XLSX exports, OCR text, email attachments, and pasted invoice text.
2. Extract invoice header fields, line items, totals, currency, dates, vendor identity, bill-to, payment terms, and source snippets. If OCR or document parsing needs another installed skill or tool, use it, then normalize the result into this skill's batch schema.
3. Read references/invoice-batch-schema.md before writing app/.data/current_batch.json.
4. Write a batch to app/.data/current_batch.json, keeping stable id and ref values such as Review #1.
5. Run node scripts/validate_ui_schema.ts app/.data/current_batch.json.
6. Launch or reuse the local app with app/start.sh, then send the user to the printed URL.
7. After the user approves or edits rows, run node scripts/export_decisions.ts to export approved invoices to CSV and JSON.

Use chat-only mode only when the user says "chat only", "no UI", "纯聊天", "不要打开 UI", or similar.

App Contract

Local handoff files:

• app/.data/current_batch.json: current invoice extraction batch.
• app/.data/decisions.json: human review decisions, edits, and notes.
• app/.data/agent_tasks.json: queued revision tasks from request_changes or @ai comments.
• app/.data/execution_report.json: latest export report.
• app/.data/agent.lock: temporary lock while the skill writes batch/report files.

Workflow statuses:

• needs_review: extracted row needs human review.
• changes_requested: user asked the agent to revise extraction.
• approved: row is ready for export.
• done: row has been exported or intentionally completed.
• blocked: row cannot proceed without missing information or source correction.

Extraction Rules

• Preserve source values. Do not invent invoice numbers, dates, tax ids, vendors, totals, or payment instructions.
• Keep original currency. Do not convert currencies unless the user explicitly asks and provides rates.
• Treat money fields as high-risk: totals, tax, amount due, currency, and bank/payment hints should be reviewed when confidence is low.
• Use field_confidence and warnings for ambiguous OCR, cropped images, handwritten values, missing references, negative totals, credit notes, duplicate invoice numbers, or total/line-item mismatches.
• Mark rows blocked if required fields are missing: vendor name, invoice number, invoice date, currency, or total.
• Never send invoice files to external services from the app. Any external OCR/API use belongs to the skill workflow and should be explicit.

Scripts

• node scripts/generate_demo_batch.ts Writes a safe synthetic batch and onboarding marker for UI testing.
• node scripts/validate_ui_schema.ts [batch-path] Validates the invoice batch schema.
• node scripts/export_decisions.ts Exports approved or human-revised invoices to exports/<batch-id>/invoices.csv, line_items.csv, and approved_invoices.json, then writes execution_report.json.

Local App

Start the UI:

skills/kelly-invoice-sheet/app/start.sh

The app uses local HTTP on 127.0.0.1, prefers ports 3000-4000, and stores private runtime state under ignored app/.data/.

Safety Defaults

• Treat invoice data as sensitive. Do not commit app/.data/, source invoices, exports, config.local.json, or env files.
• The app only edits local decision files. It does not upload invoices, import into accounting systems, send email, pay vendors, or mutate remote systems.
• Export only after explicit approval in the UI or chat.