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docs: rename bookkeeping skill to AutoACCT

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Charles Zhang
2026-05-04 16:17:57 +08:00
parent cedae6e2d9
commit 499af13bd3
5 changed files with 27 additions and 27 deletions
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12
SKILL.md
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@@ -1,19 +1,19 @@
---
name: bookkeeping
name: AutoACCT
description: Extract expense data from a receipt/invoice image (plus optional caption) and append it to a Google Sheet with HKD conversion. Use whenever the user provides a receipt image and wants it logged, or forwards a WhatsApp-style message that contains a receipt.
---
# Bookkeeping — Receipt → Google Sheet
# AutoACCT — Receipt → Google Sheet
Default working language: **English**. All written output (row values, replies) is English unless the user explicitly requests otherwise.
## When to use
- User provides a receipt / invoice / payment-screenshot image and wants it recorded.
- User says "log this", "record this expense", "add to bookkeeping", "记一下" with an image.
- User says "log this", "record this expense", "add to AutoACCT", "记一下" with an image.
- Caption may be empty, or may add context (who paid, split %, category hint, payment method). Always incorporate caption if present.
## Prerequisites (check once per session)
1. `~/.openclaw/workspace/skills/bookkeeping/config.json` exists. If only `config.example.json` is present, **stop** and tell the user to copy it and fill in `sheet_id`, `worksheet`, `service_account_path`. Point them at `scripts/setup.md`.
1. `~/.openclaw/workspace/skills/AutoACCT/config.json` exists. If only `config.example.json` is present, **stop** and tell the user to copy it and fill in `sheet_id`, `worksheet`, `service_account_path`. Point them at `scripts/setup.md`.
2. Python deps installed: `google-api-python-client`, `google-auth`. If `append_row.py` fails with ImportError, instruct the user to run `pip install google-api-python-client google-auth` and retry.
## Workflow
@@ -21,12 +21,12 @@ Default working language: **English**. All written output (row values, replies)
2. **Normalize** per the rules below.
3. **Convert to HKD** by running:
```
python ~/.openclaw/workspace/skills/bookkeeping/scripts/fx_convert.py <amount> <currency> --date <yyyy-mm-dd>
python ~/.openclaw/workspace/skills/AutoACCT/scripts/fx_convert.py <amount> <currency> --date <yyyy-mm-dd>
```
Output is `<hkd_amount>\t<fx_rate>\t<fx_date>` (tab-separated). If currency is HKD, skip the call and set `amount_hkd=amount`, `fx_rate=1`, `fx_date=<date>`.
4. **Append the row** by piping JSON into:
```
echo '<json>' | python ~/.openclaw/workspace/skills/bookkeeping/scripts/append_row.py
echo '<json>' | python ~/.openclaw/workspace/skills/AutoACCT/scripts/append_row.py
```
Keys must match `schema.md` (snake_case: `date`, `merchant`, `category`, `amount`, `currency`, `amount_hkd`, `fx_rate`, `fx_date`, `payment_method`, `line_items`, `raw_ocr`, `note`, `receipt`). Script adds `logged_at` automatically.
5. **Report** to the user: the row you wrote and any field you had to guess.