merit-documents

Merit document sync

Every transaction needs its original receipt/invoice for accounting. This skill finds the ones that don't have it, tries to locate the file, and flags the rest.

Full design + config: docs/document-sync.md.

Audit (read-only)

List invoices with no attached document. Purchases by default (an expense with no receipt is the real gap); --sales also checks issued invoices.

elnora-merit documents list-missing --from 2026-01-01 --to 2026-07-31
elnora-merit documents list-missing --sales

Output: { count, missing: [{ kind, id, billNo, partyName, docDate, grossTotal, currency, paid }] }. The signal is Merit's own FileExists flag on each invoice header.

Find + resolve

elnora-merit documents run                 # audit → search → match → digest (READ-ONLY)
elnora-merit documents run --apply         # also stage matched PDFs for a UI upload
elnora-merit documents run --apply --rebook        # attach in place (delete+recreate; unpaid)
elnora-merit documents run --apply --rebook --force  # also paid (drops payment link — re-book it)

Matching scores each candidate PDF on amount (0.5) + date (0.3) + party name (0.2); ≥0.9 auto-resolves, 0.6–0.9 is reported to confirm by hand.

Attach limit: Merit's API only accepts a file at invoice creation time — there is no attach-to-existing endpoint. So run --apply defaults to staging (copy the PDF to a folder, named by invoice, for a 2-second drag into the Merit UI). --rebook delete+recreates instead; avoid it on paid invoices unless you will re-book the payment. Best practice: attach the receipt in the same purchase-invoices create call for new bills.

Sources (local + Gmail/Drive/anything)

Configure in ~/.config/elnora-merit/docsync.json (see docsync.example.json):

• { "type": "dir", "path": "~/Downloads" } — scan a local folder for PDFs and image receipts (.jpg/.png/.heic/.webp/…).
• { "type": "command", "command": "…" } — run your own fetcher for Gmail/Drive/scanner; it writes files locally and prints one JSON line per candidate ({"path":"…","amounts":[…],"dates":[…],"text":"…"}). No provider SDK or secret lives in this package.