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ivas-preplisted

Prepare quarterly IVA packet for the gestor — scaffold folders, download Harvest invoices, sort loose PDFs, pull expense invoices from Gmail.
markbaindesign/bain-studio · ★ 0 · Data & Documents · score 61
Install: claude install-skill markbaindesign/bain-studio
# IVA Prep Prepares the quarterly IVA packet for the gestor. Run once per quarter before the 20th. ## Usage ``` /ivas-prep — current quarter /ivas-prep Q2 2026 — specific quarter /ivas-prep --dry-run — preview only ``` --- ## Step 1 — Determine quarter Parse args. Default to the quarter just ended based on today's date: - Jan-Mar → Q1, Apr-Jun → Q2, Jul-Sep → Q3, Oct-Dec → Q4 - If invoked in the first 20 days of a new quarter, default to the quarter just ended. Quarter folder: `/media/data/Dropbox/Work/Admin/Financial/XOR i MB/{YEAR}/T{Q}-{YEAR}/` --- ## Step 2 — Run the prep script ```bash python3 /media/data/dev/bain-studio/studio/tools/ivas-prep/ivas-prep.py \ --quarter {Q} --year {YEAR} --gmail ``` This handles: - Creating `Vendes/` and `Compres/{subfolders}/` - Downloading Harvest invoice PDFs → `Vendes/` - Sorting any loose PDFs in the quarter root - Downloading Gmail invoice attachments to `Compres/{supplier}/` via Gmail API Report what was created/downloaded/moved. If `--gmail` fails with "credentials.json not found", see Step 3. --- ## Step 3 — Gmail setup (one-time, if credentials.json is missing) Gmail download uses OAuth2 and requires a one-time setup: 1. Open Google Cloud Console: console.cloud.google.com (project: bain-studio) 2. Enable Gmail API if not already enabled 3. APIs & Services → Credentials → Create Credentials → OAuth 2.0 Client ID → Desktop app 4. Download the JSON and save it as: `studio/tools/ivas-prep/cr