pacioli 1.0.1 → 1.0.2

package/agent-skills/pacioli-skills/SKILL.md

@@ -0,0 +1,74 @@
+---
+name: pacioli
+description: Generates professional financial documents (invoices, quotations, receipts) for freelancers using HTML templates and Puppeteer. Handles tax calculations, auto-numbering, and PDF generation.
+---
+
+# Pacioli
+
+A CLI tool for generating financial documents. It uses JSON data files and HTML templates to produce PDFs.
+
+## Quick Reference
+
+### Run commands
+
+```bash
+bunx pacioli <command> [args]
+```
+
+| Command | Usage |
+|---------|-------|
+| `init` | Initialize a new project structure with config and templates |
+| `generate <type> <path> --customer <path>` | Generate a PDF document (invoice, quotation, receipt) |
+| `help` | Show help message |
+| `version` | Show version |
+
+## Common Workflows
+
+### 1. Initialize a new project
+Start here to create the necessary folder structure (`config`, `customers`, `templates`).
+
+```bash
+mkdir my-financial-docs
+cd my-financial-docs
+bunx pacioli init
+```
+
+### 2. Configure Freelancer Profile
+Edit `config/freelancer.json` to set your business details and bank information.
+See [references/SCHEMAS.md](references/SCHEMAS.md) for the format.
+
+### 3. Generate an Invoice
+Create a customer file (e.g., `customers/acme.json`) and an invoice file (e.g., `invoices/oct-service.json`).
+
+```bash
+bunx pacioli generate invoice invoices/oct-service.json --customer customers/acme.json
+```
+
+### 4. Generate a Quotation
+```bash
+bunx pacioli generate quotation quotations/web-design.json --customer customers/acme.json
+```
+
+### 5. Generate a Receipt
+```bash
+bunx pacioli generate receipt receipts/payment-101.json --customer customers/acme.json
+```
+
+## Project Structure
+
+When you run `init`, Pacioli creates:
+
+- `config/`: Contains `freelancer.json` (your profile).
+- `customers/`: Store reusable customer JSON profiles here.
+- `templates/`: HTML templates for documents. You can customize these.
+- `examples/`: Example JSON files for each document type.
+- `.metadata.json`: Tracks auto-incrementing document numbers.
+
+## Data Formats
+
+Data is provided via JSON files.
+- **Dates**: Use `YYYY-MM-DD` format.
+- **Auto-numbering**: Set `documentNumber` to `"auto"` to let Pacioli handle ID generation (e.g., `INV-202310-001`).
+- **Tax**: Supports "withholding" (deducted) and "vat" (added).
+
+For detailed JSON schemas and examples, see **[references/SCHEMAS.md](references/SCHEMAS.md)**.

package/agent-skills/pacioli-skills/references/SCHEMAS.md

@@ -0,0 +1,124 @@
+# Data Schemas
+
+This document defines the JSON structures required for Pacioli.
+
+## Freelancer Configuration
+File: `config/freelancer.json`
+
+```json
+{
+  "name": "Luca Pacioli",
+  "title": "Father of Accounting",
+  "email": "luca@venice.it",
+  "phone": "+39 123 456 7890",
+  "address": "San Sepolcro, Republic of Florence",
+  "taxId": "IT12345678901",
+  "signature": "signature.png",
+  "bankInfo": {
+    "bankName": "Bank of Venice",
+    "accountName": "Luca Pacioli",
+    "accountNumber": "123-456-7890",
+    "branch": "Main Branch",
+    "swift": "BOVUIT22"
+  }
+}
+```
+
+## Customer Profile
+File: `customers/<customer-slug>.json`
+
+```json
+{
+  "name": "Ludovico Sforza",
+  "company": "Duke of Milan",
+  "address": "Castello Sforzesco, Milan",
+  "taxId": "MILAN9999",
+  "phone": "+39 987 654 3210"
+}
+```
+
+## Document Types
+
+All documents share these common fields:
+- `documentNumber`: String. Use "auto" for auto-numbering (YYYYMM-001).
+- `issueDate`: "YYYY-MM-DD"
+- `taxRate`: Number (0-1). e.g., 0.03 for 3%.
+- `taxType`: "withholding" (subtracts tax) or "vat" (adds tax).
+- `taxLabel`: String (e.g., "Withholding Tax", "VAT").
+- `items`: Array of line items.
+
+### Invoice
+File: `invoices/<file>.json`
+
+```json
+{
+  "documentNumber": "auto",
+  "issueDate": "2023-10-27",
+  "dueDate": "2023-11-26",
+  "taxRate": 0.03,
+  "taxType": "withholding",
+  "taxLabel": "Withholding Tax (3%)",
+  "items": [
+    {
+      "description": "Mathematics Tutoring",
+      "quantity": 10,
+      "unit": "hours",
+      "unitPrice": 150.00
+    }
+  ],
+  "paymentTerms": [
+    "Please pay within 30 days",
+    "Bank transfer only"
+  ]
+}
+```
+
+### Quotation
+File: `quotations/<file>.json`
+
+```json
+{
+  "documentNumber": "auto",
+  "issueDate": "2023-10-27",
+  "validUntil": "2023-11-10",
+  "taxRate": 0.07,
+  "taxType": "vat",
+  "taxLabel": "VAT (7%)",
+  "items": [
+    {
+      "description": "Website Design",
+      "quantity": 1,
+      "unit": "project",
+      "unitPrice": 5000.00
+    }
+  ],
+  "paymentTerms": [
+    "50% deposit required"
+  ]
+}
+```
+
+### Receipt
+File: `receipts/<file>.json`
+
+```json
+{
+  "documentNumber": "auto",
+  "issueDate": "2023-10-27",
+  "paymentDate": "2023-10-27",
+  "paymentMethod": "Bank Transfer",
+  "referenceNumber": "TXN-123456",
+  "paidAmount": 485.00,
+  "taxRate": 0.03,
+  "taxType": "withholding",
+  "taxLabel": "Withholding Tax (3%)",
+  "items": [
+    {
+      "description": "Consulting Services",
+      "quantity": 5,
+      "unit": "hours",
+      "unitPrice": 100.00
+    }
+  ]
+}
+```

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pacioli",
-  "version": "1.0.1",
+  "version": "1.0.2",
   "description": "CLI tool for generating professional financial documents (invoices, quotations, receipts) for freelancers. Named after Luca Pacioli, father of accounting.",
   "author": "Peerasak Unsakon <clonezer@gmail.com>",
   "license": "MIT",
@@ -32,6 +32,7 @@
     "examples",
     "customers",
     "config",
+    "agent-skills",
     "README.md",
     "LICENSE"
   ],