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Split Attachment column into Invoice and Receipt fields

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- Add separate Invoice and Receipt columns to Bills table for clearer
  document organization
- Update upload-attachment.sh to accept column parameter (defaults to
  Invoice, use Receipt for payment confirmations)
- Update all documentation examples and workflows
- Add receipt upload step to payment workflows
- Update validation checklist to verify both fields

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Bill Ballou
2026-01-04 21:11:04 -05:00
parent e468c5bc3b
commit a83f436a08
2 changed files with 43 additions and 24 deletions
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46
SKILL.md
View File

@@ -78,7 +78,8 @@ Python: `int(datetime(2025, 10, 1).timestamp())`
| Status | Choice | "Open", "Partial", "Paid" | | Status | Choice | "Open", "Partial", "Paid" |
| Memo | Text | | | Memo | Text | |
| EntryTransaction | Ref:Transactions | Link to journal entry | | EntryTransaction | Ref:Transactions | Link to journal entry |
| Attachment | Attachments | Invoice/receipt files (use `["L", id]` format) | | Invoice | Attachments | Vendor invoice document (use `["L", id]` format) |
| Receipt | Attachments | Payment receipt/confirmation (use `["L", id]` format) |
| Amount | Formula | Sum of BillLines.Amount | | Amount | Formula | Sum of BillLines.Amount |
| AmountPaid | Formula | Sum of BillPayments.Amount | | AmountPaid | Formula | Sum of BillPayments.Amount |
| AmountDue | Formula | Amount - AmountPaid | | AmountDue | Formula | Amount - AmountPaid |
@@ -219,12 +220,12 @@ add_records("TransactionLines", [
update_records("Bills", [{"id": 1, "fields": {"EntryTransaction": 1}}]) update_records("Bills", [{"id": 1, "fields": {"EntryTransaction": 1}}])
``` ```
**Step 5: Upload Invoice Attachment (if available)** **Step 5: Upload Invoice (if available)**
If an invoice PDF is available, upload and link it: If an invoice PDF is available, upload and link it to the Invoice field:
```bash ```bash
# Get session token, then upload # Get session token, then upload to Invoice field
./scripts/upload-attachment.sh invoice.pdf Bills 1 $TOKEN bash /path/to/scripts/upload-attachment.sh invoice.pdf Bills 1 $TOKEN Invoice
``` ```
Or for batch uploads, use a script (see Batch Operations). Or for batch uploads, use a script (see Batch Operations).
@@ -257,6 +258,9 @@ add_records("BillPayments", [{
# Step 4: Update bill status # Step 4: Update bill status
update_records("Bills", [{"id": 1, "fields": {"Status": "Paid"}}]) update_records("Bills", [{"id": 1, "fields": {"Status": "Paid"}}])
# Step 5: Upload receipt (if available)
bash /path/to/scripts/upload-attachment.sh receipt.pdf Bills 1 $TOKEN Receipt
``` ```
### Pay Bill via Owner Reimbursement ### Pay Bill via Owner Reimbursement
@@ -288,6 +292,9 @@ add_records("BillPayments", [{
# Step 4: Update bill status # Step 4: Update bill status
update_records("Bills", [{"id": 1, "fields": {"Status": "Paid"}}]) update_records("Bills", [{"id": 1, "fields": {"Status": "Paid"}}])
# Step 5: Upload receipt (if available)
bash /path/to/scripts/upload-attachment.sh receipt.pdf Bills 1 $TOKEN Receipt
``` ```
### Reimburse Owner ### Reimburse Owner
@@ -329,14 +336,17 @@ When invoice files are available, upload them after bill entry:
3. Loop: upload each file, link to corresponding bill 3. Loop: upload each file, link to corresponding bill
```bash ```bash
# Example batch upload pattern # Example batch upload pattern for invoices
TOKEN=$(request_session_token with write permission) TOKEN=$(request_session_token with write permission)
for each (bill_id, invoice_path): for each (bill_id, invoice_path):
curl -X POST -H "Authorization: Bearer $TOKEN" \ curl -X POST -H "Authorization: Bearer $TOKEN" \
-F "file=@$invoice_path" \ -F "file=@$invoice_path" \
https://grist-mcp.bballou.com/api/v1/attachments https://grist-mcp.bballou.com/api/v1/attachments
# Returns attachment_id # Returns attachment_id
update_records("Bills", [{"id": bill_id, "fields": {"Attachment": ["L", attachment_id]}}]) update_records("Bills", [{"id": bill_id, "fields": {"Invoice": ["L", attachment_id]}}])
# For receipts (after payment):
update_records("Bills", [{"id": bill_id, "fields": {"Receipt": ["L", attachment_id]}}])
``` ```
Example batch update: Example batch update:
@@ -529,7 +539,8 @@ After entering bills, verify:
- [ ] AP balance correct: `SELECT Balance FROM Accounts WHERE Code = '2000'` - [ ] AP balance correct: `SELECT Balance FROM Accounts WHERE Code = '2000'`
- [ ] Expense accounts increased appropriately - [ ] Expense accounts increased appropriately
- [ ] Vendor balances reflect unpaid bills - [ ] Vendor balances reflect unpaid bills
- [ ] Invoice attachments linked: `SELECT id, BillNumber FROM Bills WHERE Attachment IS NULL` - [ ] Invoices attached: `SELECT id, BillNumber FROM Bills WHERE Invoice IS NULL`
- [ ] Receipts attached for paid bills: `SELECT id, BillNumber FROM Bills WHERE Status = 'Paid' AND Receipt IS NULL`
## Common Mistakes ## Common Mistakes
@@ -542,7 +553,7 @@ After entering bills, verify:
| Missing EntryTransaction link | Always update Bill.EntryTransaction after creating journal entry | | Missing EntryTransaction link | Always update Bill.EntryTransaction after creating journal entry |
| Bill status not updated | Manually set Status to "Paid" after full payment | | Bill status not updated | Manually set Status to "Paid" after full payment |
| Using string dates | Dates must be Unix timestamps (seconds), not strings | | Using string dates | Dates must be Unix timestamps (seconds), not strings |
| Missing invoice attachments | Upload invoices after bill entry if files available | | Missing invoice/receipt | Upload invoice after bill entry, receipt after payment |
## Uploading Attachments ## Uploading Attachments
@@ -561,23 +572,26 @@ Use `scripts/upload-attachment.sh` in this skill directory:
```bash ```bash
# Get session token first (via MCP request_session_token tool) # Get session token first (via MCP request_session_token tool)
# Then run: # Then run:
./scripts/upload-attachment.sh invoice.pdf Bills 13 bash scripts/upload-attachment.sh invoice.pdf Bills 13 # Invoice column (default)
bash scripts/upload-attachment.sh invoice.pdf Bills 13 $TOKEN # With token
# Or pass token directly: bash scripts/upload-attachment.sh receipt.pdf Bills 13 $TOKEN Receipt # Receipt column
./scripts/upload-attachment.sh invoice.pdf Bills 13 sess_abc123...
# Environment variable for custom endpoint: # Environment variable for custom endpoint:
GRIST_MCP_URL=https://custom.example.com ./scripts/upload-attachment.sh ... GRIST_MCP_URL=https://custom.example.com bash scripts/upload-attachment.sh ...
``` ```
Run `./scripts/upload-attachment.sh` without arguments for full usage. Run `bash scripts/upload-attachment.sh` without arguments for full usage.
### Linking Attachments Manually ### Linking Attachments Manually
Grist attachment columns use format: `["L", attachment_id]` Grist attachment columns use format: `["L", attachment_id]`
```python ```python
update_records("Bills", [{"id": 13, "fields": {"Attachment": ["L", 1]}}]) # Link invoice to bill
update_records("Bills", [{"id": 13, "fields": {"Invoice": ["L", 1]}}])
# Link receipt to bill (after payment)
update_records("Bills", [{"id": 13, "fields": {"Receipt": ["L", 2]}}])
``` ```
## Formula Columns (Auto-Calculated) ## Formula Columns (Auto-Calculated)

21
scripts/upload-attachment.sh
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@@ -1,10 +1,11 @@
#!/bin/bash #!/bin/bash
# upload-attachment.sh - Upload file and link to Grist record # upload-attachment.sh - Upload file and link to Grist record
# Usage: ./upload-attachment.sh <file> <table> <record_id> [token] # Usage: ./upload-attachment.sh <file> <table> <record_id> [token] [column]
# #
# Examples: # Examples:
# ./upload-attachment.sh invoice.pdf Bills 13 # ./upload-attachment.sh invoice.pdf Bills 13 # defaults to Invoice column
# ./upload-attachment.sh receipt.jpg Bills 13 sess_abc123... # ./upload-attachment.sh invoice.pdf Bills 13 sess_abc123... # with token
# ./upload-attachment.sh receipt.pdf Bills 13 sess_abc123... Receipt # specify column
set -e set -e
@@ -12,17 +13,21 @@ FILE="$1"
TABLE="$2" TABLE="$2"
RECORD_ID="$3" RECORD_ID="$3"
TOKEN="$4" TOKEN="$4"
COLUMN="${5:-Invoice}" # Default to Invoice column
if [[ -z "$FILE" || -z "$TABLE" || -z "$RECORD_ID" ]]; then if [[ -z "$FILE" || -z "$TABLE" || -z "$RECORD_ID" ]]; then
echo "Usage: $0 <file> <table> <record_id> [token]" echo "Usage: $0 <file> <table> <record_id> [token] [column]"
echo "" echo ""
echo "Arguments:" echo "Arguments:"
echo " file Path to file to upload" echo " file Path to file to upload"
echo " table Grist table name (e.g., Bills)" echo " table Grist table name (e.g., Bills)"
echo " record_id Record ID to attach file to" echo " record_id Record ID to attach file to"
echo " token Session token (optional, will prompt if not provided)" echo " token Session token (optional, will prompt if not provided)"
echo " column Attachment column name (default: Invoice, use Receipt for payment receipts)"
echo "" echo ""
echo "Example: $0 invoice.pdf Bills 13" echo "Examples:"
echo " $0 invoice.pdf Bills 13 # Upload invoice"
echo " $0 receipt.pdf Bills 13 \$TOKEN Receipt # Upload receipt"
exit 1 exit 1
fi fi
@@ -53,12 +58,12 @@ fi
echo "Uploaded: attachment_id=$ATTACHMENT_ID" echo "Uploaded: attachment_id=$ATTACHMENT_ID"
# Link to record via proxy # Link to record via proxy
echo "Linking to $TABLE id=$RECORD_ID..." echo "Linking to $TABLE id=$RECORD_ID column=$COLUMN..."
LINK_RESPONSE=$(curl -s -X POST \ LINK_RESPONSE=$(curl -s -X POST \
-H "Authorization: Bearer $TOKEN" \ -H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \ -H "Content-Type: application/json" \
-d "{\"method\": \"update_records\", \"table\": \"$TABLE\", \"records\": [{\"id\": $RECORD_ID, \"fields\": {\"Attachment\": [\"L\", $ATTACHMENT_ID]}}]}" \ -d "{\"method\": \"update_records\", \"table\": \"$TABLE\", \"records\": [{\"id\": $RECORD_ID, \"fields\": {\"$COLUMN\": [\"L\", $ATTACHMENT_ID]}}]}" \
"$BASE_URL/api/v1/proxy") "$BASE_URL/api/v1/proxy")
echo "$LINK_RESPONSE" | jq . echo "$LINK_RESPONSE" | jq .
echo "Done! Attachment $ATTACHMENT_ID linked to $TABLE record $RECORD_ID" echo "Done! Attachment $ATTACHMENT_ID linked to $TABLE.$COLUMN record $RECORD_ID"