receipt

/smartspender:receipt

Trigger

• /smartspender:receipt upload
• "Upload en kvittering"
• "Registrer denne kvittering"
• "Tilfoej kvittering"

Arguments

Prerequisites

• At least one bank sync completed (transactions.csv exists with data) for matching to work
• User has a receipt image or PDF invoice ready to share

Workflow

1. Prompt the user to share their receipt: "Del venligst kvitteringen — du kan indsaette et billede eller traekke en PDF ind i chatten."
2. [USER ACTION]: User attaches a receipt image or PDF invoice
3. If no file is attached, respond: "Jeg kan ikke se nogen kvittering. Indsaet venligst et billede eller en PDF."
4. Load extraction rules: skills/document-parsing/SKILL.md
5. Load vendor detection workflow from skills/document-parsing/SKILL.md
6. Detect vendor from the uploaded file (filename, header/logo, content keywords) per the invoice-parsing skill's vendor detection workflow
7. If vendor detected: check for invoice-knowledge/{vendor-id}/PARSER.md
   • If parser exists: load vendor-specific extraction rules and use them for steps 8-11
   • If no parser: continue with general extraction rules from receipt-parsing skill
8. Extract receipt metadata using Claude Vision:
   • Merchant name (normalize per skills/categorization/SKILL.md)
   • Date (convert to YYYY-MM-DD)
   • Total amount (convert to standard decimal format)
   • Currency (default DKK)
9. Present extraction summary to user for confirmation:

   Jeg aflæste følgende fra kvitteringen:
   
   Butik: {merchant}
   Dato: {date, Danish format}
   Total: {total} kr
   
   Er det korrekt? (Eller ret de felter der er forkerte)
   

10. [USER ACTION]: User confirms or provides corrections
11. Apply any corrections from the user
12. Extract line items from the receipt:
    • Item name, quantity, unit price, total price
    • Assign category and subcategory per skills/document-parsing/SKILL.md product taxonomy (or vendor-specific PARSER.md if loaded in step 7)
    • Handle discounts (RABAT lines)
13. Validate line item sum against receipt total (per variance rules in document-parsing skill)
14. Load schema: skills/data-schemas/SKILL.md
15. Check for duplicate receipts in receipts.csv (same date + merchant + total_amount). If duplicate found, ask: "Denne kvittering ligner en der allerede er registreret ({receipt_id} fra {date}). Vil du tilfoeje den alligevel?"
16. [USER ACTION] (only if duplicate): User confirms or cancels
17. If user cancels on duplicate, stop and output: "Kvitteringen blev ikke tilfojet."
18. Load matching rules: skills/transaction-matching/SKILL.md
19. Search transactions.csv for matching transactions (amount +-1%, date +-1 day)
20. Score candidates per transaction-matching confidence rules
21. If exactly 1 match with confidence >= 0.8: auto-link to the transaction
22. If multiple candidates or confidence < 0.8: present candidates to user:

    Jeg fandt {n} mulige transaktioner til denne kvittering:
    
    1. {date} — {description} — {amount} kr (match: {confidence_pct}%)
    2. {date} — {description} — {amount} kr (match: {confidence_pct}%)
    
    Hvilken transaktion hører kvitteringen til? (Eller "ingen" hvis ingen passer)
    

23. [USER ACTION] (only if ambiguous): User picks a candidate or says "ingen"
24. If no candidates found: store as unmatched
25. Generate receipt_id (rcpt- + 8 hex chars) and item_ids (ritm- + 8 hex chars per item)
26. Create the receipts/ directory if it does not exist
27. Save the uploaded file to receipts/{receipt_id}.{ext} (preserve original extension). Set file_reference to this path.
28. If receipts.csv does not exist, create it with the header row
29. Append receipt row to receipts.csv
30. Determine the monthly file from the receipt date: receipt-items-{YYYY-MM}.csv (e.g., receipt date 2026-01-28 → receipt-items-2026-01.csv)
31. If the monthly file does not exist, create it with the header row
32. Append all item rows to receipt-items-{YYYY-MM}.csv
33. Append event to action-log.csv:
    • action_type: receipt
    • target: {merchant}
    • status: completed
    • details: "{item_count} items, {match_status} to {transaction_description or 'no transaction'}"
34. Output summary in Danish
35. If the receipt was a PDF invoice without a vendor-specific parser and the user made corrections, suggest: "Tip: Koer /smartspender:receipt learn for at gemme udtraeksregler for {vendor}."