swingvy

name	swingvy
description	Interact with Swingvy HR platform using browser automation. Use when submitting expense claims, checking claim status, approving claims, or managing expense reports on Swingvy. Triggers include "報帳", "請款", "expense claim", "swingvy", "submit expense", "approve claim".
allowed-tools	Bash(agent-browser:*), Bash(npx agent-browser:*)

Swingvy Expense Claims Automation

Automate expense claim submission and approval on Swingvy HR platform.

Quick Start

Always start with the auth flow below. Never skip auth detection.

agent-browser state load swingvy-auth.json
agent-browser open https://secure.swingvy.com/main.html#/home
agent-browser wait --load networkidle

Then immediately verify auth status (see Auth Flow below).

Auth Flow

Every session MUST start with auth detection. Do not assume saved state is valid.

# Step 1: Load state and open dashboard
agent-browser state load swingvy-auth.json
agent-browser open https://secure.swingvy.com/main.html#/home
agent-browser wait --load networkidle

# Step 2: Check if we landed on login page or dashboard
agent-browser get url
# If URL contains "#/login" or page shows login form → auth expired
# If URL contains "#/home" → auth valid, continue

If auth expired:

# Step 3a: Switch to headed mode for user to login
agent-browser close
agent-browser --headed open https://secure.swingvy.com
agent-browser wait --load networkidle

# Step 3b: Screenshot login page and show to user
agent-browser screenshot /tmp/swingvy-login.png
# Show screenshot to user, ask them to complete login
# (Google SSO or email/password)

# Step 3c: Wait for user confirmation, then verify
agent-browser get url
# Confirm URL is now #/home

# Step 3d: Save fresh auth state
agent-browser state save swingvy-auth.json

If auth valid: proceed directly to task.

URL Routes (SPA Hash Routing)

Page	URL
Home	#/home
My Claims	#/claims/my_claims
Approve Claims	#/claims/approve

Important: Direct hash navigation sometimes doesn't work. Use find text to click sidebar items instead.

Core Workflow

1. Load auth state: state load swingvy-auth.json
2. Navigate: Open URL or click sidebar items
3. Snapshot: snapshot -i (note: SPA may return few refs, use find text as fallback)
4. Interact: Click, fill, upload
5. Screenshot: Capture evidence

Navigation

Swingvy uses a SPA with limited accessibility tree exposure. Prefer these methods:

# Click sidebar items by text
agent-browser find text "請款" click
agent-browser find text "我的請款" click
agent-browser find text "核准" click    # May need exact match due to multiple elements

# Direct URL (sometimes requires page reload)
agent-browser open "https://secure.swingvy.com/main.html#/claims/my_claims"
agent-browser wait 2000

Sidebar Structure

人事中心 (top nav - active)
出勤 (Shiftee) (top nav - external link)

Left sidebar:
├── 首頁
├── 公告
├── 請款
│   ├── 我的請款
│   └── 核准
├── 行事曆
├── 績效管理 (expandable)
├── 薪資單
└── 邀請朋友

Common Tasks

View My Claims

agent-browser find text "我的請款" click
agent-browser wait 2000
agent-browser screenshot claims-list.png

Claims list shows: 名稱 (name), 期間 (period), 金額 (amount), 最後更新 (last updated), 狀態 (status).

Status values: 草稿 (draft), 待核准 (pending), 已核准 (approved), 已拒絕 (rejected).

Create New Expense Report

# Navigate to My Claims
agent-browser find text "我的請款" click
agent-browser wait 2000

# Click create report
agent-browser snapshot -i
agent-browser click @e2    # "建立報告" button (ref may vary)
agent-browser wait 2000

# Fill report name (required)
agent-browser snapshot -i
agent-browser fill @e2 "202603"    # Report name field (ref may vary)

# Set date range
# Start date: @e3, End date: @e4 (refs may vary)

# Add expense item
agent-browser click @e5    # "新增款項" button
agent-browser wait 1000

Add Expense Item

Each expense item has these fields:

• 日期 (Date)
• 請款類型 (Claim Type) - e.g., "Office Ops Expense"
• 店家 (Vendor)
• 描述 (Description)
• 金額 (Amount) - in USD
• 附件 (Attachment) - receipt image/PDF

# After clicking "新增款項", fill the form
agent-browser snapshot -i
# Fill fields based on snapshot refs
agent-browser screenshot new-item.png

Submit Report

# After adding all items, click submit
agent-browser snapshot -i
agent-browser click @e_submit    # "送出" button (disabled until report name is filled)
agent-browser wait 2000
agent-browser screenshot submitted.png

Approve Claims (Manager)

# Navigate to approval page
agent-browser find text "核准" click
agent-browser wait 2000
agent-browser screenshot pending-approvals.png

# Click on a pending claim to review
# Then approve or reject

View Existing Claim Detail

agent-browser find text "我的請款" click
agent-browser wait 2000
agent-browser find text "202603" click    # Click claim by name
agent-browser wait 2000
agent-browser screenshot claim-detail.png

Claim Report Structure

Report Header:
├── 報告名稱 (Report Name) - required
├── 狀態 (Status badge): 草稿/待核准/已核准
├── 申請人 (Applicant): P (you)
├── 核准人 (Approvers): B → S (two-level approval chain)
├── 開始日期 (Start Date)
├── 結束日期 (End Date)
└── 總款項 (Total Amount): USD

Expense Items Table:
├── 日期 (Date)
├── 請款類型 (Claim Type)
├── 店家 (Vendor)
├── 描述 (Description)
├── 金額 (Amount)
├── 附件 (Attachment) - image/link count
└── 動作 (Actions) - download, delete

Footer:
├── 總額 (Total): USD
└── 報告紀錄 (Report History)

Approval Chain

Claims go through a two-level approval:

1. First approver (B) - direct manager
2. Second approver (S) - finance/admin

Tips

• SPA quirks: Swingvy's accessibility tree is sparse. When snapshot -i returns few elements, use find text "label" to interact with sidebar and buttons.
• Auth state: Save state after login with state save swingvy-auth.json. Reload before each session.
• Currency: Default is USD. Amount fields accept decimal values.
• Attachments: Receipt images can be uploaded. Look for file upload inputs after expanding an expense item.
• Report naming: Use YYYYMM format (e.g., "202603") for monthly expense reports.

Debugging

# Check current URL
agent-browser get url

# Full page screenshot
agent-browser screenshot --full page.png

# Try cursor-interactive elements if snapshot is sparse
agent-browser snapshot -i -C

# Use JS eval for elements not in accessibility tree
agent-browser eval 'document.querySelector(".swv-nav-sub-menu__title").textContent'