toga-ai 1.0.66 → 1.0.67

package/knowledge/clients/tow-foundation/features/receipt-processing.md

@@ -5,7 +5,7 @@ project: Worker
 client: tow-foundation
 type: client-feature
 status: active
-updated: 2026-06-11
+updated: 2026-06-12
 owners: ["rgirish"]
 files:
   - worker2/Worker/Client/TowFoundation.php
@@ -35,15 +35,13 @@ Optional filter parameters: `limit` (int), `year` (string e.g. `"2026"`), `perso
 ### SharePoint folder structure
 ```
 Credit Card Receipts/
+  3. QB Excel/                 ← generated Excel files for ALL persons uploaded here after each run
   {Person}/
     {Year}/
       {BillingCycleFolder}/   ← receipt files live here (e.g. "Amex ending in 06-03-2026")
       {Person} reports/        ← .xlsx billing statements for cross-verification
-      Archive/
-        {Person}/              ← successfully processed receipts land here (renamed)
-        exception/
-          {Person}/            ← failed receipts land here (original name preserved)
-      3. QB Excel/             ← generated Excel files uploaded here after each run
+      Archive/                 ← successfully processed receipts land here (renamed, flat)
+      Archive/exception/       ← failed receipts land here (original name preserved, flat)
 ```
 
 ### Processing flow
@@ -55,18 +53,18 @@ Credit Card Receipts/
    and parsed upfront via PhpSpreadsheet (auto-detect header row by scanning for
    description/amount keywords)
 5. **Pass 1 — Extract** — for each receipt:
-   - Enforce size limit (4 MB images, 10 MB documents)
+   - Enforce type + size limit: unsupported mime types (`application/octet-stream`) throw immediately; 4 MB cap for images, 10 MB for documents
    - Download file bytes from SharePoint
    - POST to Talos AI `/api/ai/generate` → structured `{vendor_name, invoice_date, total, payment_memo, category, ...}`
    - Cross-verify amount ± $0.01 against parsed statement; if matched, override `payment_memo` with statement description
    - Build base filename (no suffix yet) and store in `$pendingRenames`
-   - On extract failure → move to `Archive/exception/{Person}/` immediately
+   - On extract failure → move to `Archive/exception/` immediately
 6. **Collision detection** — count base name occurrences across all pending renames
 7. **Pass 2 — Move** — for each pending rename:
    - If base name appears more than once, assign `_a`, `_b`, `_c`... suffix to **all** colliding files (including the first)
-   - PATCH SharePoint to rename + move to `Archive/{Person}/`
+   - PATCH SharePoint to rename + move to `Archive/` (flat — no person subfolder)
 8. **Excel generation** — one `.xlsx` per person (PhpSpreadsheet); columns: Row #, Account Name, QB Vendor, Payment Amount, Date, Payment Method, Payment Memo, QB Description, Class, Category, Payment Account, Ref No.
-9. **SharePoint upload** — each Excel uploaded to `{Person}/{Year}/3. QB Excel/` via Graph API PUT
+9. **SharePoint upload** — each Excel uploaded to root-level `Credit Card Receipts/3. QB Excel/` via Graph API PUT (shared folder for all persons)
 10. **Summary email** — sent with Excel files attached; To: Jheanelle, CC: Magdalena, BCC: devteam@togatech.com
 
 ### Renamed file format
@@ -124,7 +122,18 @@ Fatal errors send only to `NOTIFY_EMAIL_DEV` (no CC/BCC).
 - **No client DB** — there is no audit trail in MySQL. All state lives in SharePoint folder
   structure and email. If a run is interrupted mid-way, some receipts may be archived
   without a corresponding Excel row.
+- **Unsupported file types** — macOS `.textClipping` files and any file resolving to
+  `application/octet-stream` are rejected with a `ReceiptProcessingException` at the
+  size-check stage (before download). They land in `Archive/exception/` and appear in the
+  summary email so Jheanelle can clean them up manually.
+- **Archive folders are flat** — processed files land directly in `Archive/` and failed
+  files in `Archive/exception/` with no extra person subfolder. The Archive is already
+  scoped inside `{Person}/{Year}/` so the extra nesting is redundant.
+- **QB Excel goes to the root `3. QB Excel/` folder** — all persons' Excels land in
+  `Credit Card Receipts/3. QB Excel/` (not inside each person's subfolder). This folder
+  exists at the root of `Credit Card Receipts/` alongside the person folders.
 
 ## Change history
 
+- 2026-06-12 — QB Excel upload moved to root-level `3. QB Excel/`; Archive/exception folders flattened (no person subfolder); unsupported mime types (`application/octet-stream`) now throw ReceiptProcessingException instead of being silently skipped (rgirish)
 - 2026-06-11 — Added CC (Magdalena), BCC (devteam@togatech.com), per-cardholder Archive subfolders, Excel upload to "3. QB Excel" SharePoint folder, two-pass rename with alphabetical duplicate suffix, rename format changed to `YYYY.MM.DD Full Name_Vendor_Amount` (rgirish)

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "toga-ai",
-  "version": "1.0.66",
+  "version": "1.0.67",
   "description": "TOGA Technology Team Claude Knowledge System — shared AI coding harness with skills, knowledge base CLI, and project installer for Claude Code.",
   "keywords": [
     "claude",