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youdcodeyoudcode/open-company/.agents/skills/quote-invoice/SKILL.md

quote-invoice

Skill2 starsChanged 53 days agoMITView on GitHub

Prepares a quote or an invoice draft with exact totals (tools/invoice.mjs). Only the human issues it, from the Finance tab of the live office. Use when the human types "quote for <client>", "invoice <client>" or "invoice from quote".

The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 1 is distinctive, and 2 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 2

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Write the document as JSON in workspace/tmp/doc.json:

    line 13
  2. Very specific:

    If billing.md is not filled (legal name, address, legal mentions), tell the human: nothing can be issued before that.

    line 20
  3. Distinctive:

    Never say it was sent.

    line 23

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Quote or invoice

Role: finance (follow roles/finance.md).

  1. Collect the facts, never invent them: client legal name and address (from the lead, the account file or the human), what is sold, quantities, unit prices (from workspace/company/profile.md or the human), VAT rate if different from workspace/company/billing.md. Ask for anything missing.
  2. Write the document as JSON in workspace/tmp/doc.json: {"type":"quote","client":{"name":"...","address":"...","registration":"<SIREN or company number>","vat_id":"","lead":"<lead id>"},"lines":[{"description":"...","qty":1,"unit_price":450}],"service_date":"YYYY-MM-DD","operation":"services","notes":"..."} For an invoice, service_date (when the work was delivered) and operation (services, goods or both) are required in France; the client's registration number too for business clients.
  3. node tools/invoice.mjs new --file workspace/tmp/doc.json --as finance. The script computes the totals. Never compute or round them yourself.
  4. For an invoice from an accepted quote: node tools/invoice.mjs from-quote <quote id> --as finance.
  5. If billing.md is not filled (legal name, address, legal mentions), tell the human: nothing can be issued before that. Do not fill legal mentions yourself.
  6. Tell the human: the draft is in the Finance tab, "Issue" gives it its number, then print it to PDF. Never say it was sent.

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