Create Invoice

Step 2: Check Company Handbook

1. Read vault/Company_Handbook.md for:

   • Standard payment terms (e.g., Net 30)
   • Invoice numbering format
   • Company billing information
   • Tax rates or additional charges
   • Client-specific pricing or terms

2. Apply company standards to invoice

Step 3: Determine Approval Requirement

Approval Threshold: $100

• Amount ≤ $100: Auto-approve, post directly to Odoo
• Amount > $100: Requires human approval

Step 4A: If Amount ≤ $100 (Auto-Approve)

1. Create invoice in Odoo using accounting actions:

   from src.actions.accounting_actions import process_invoice_request
   
   invoice_data = {
       "client_name": "[Client Name]",
       "amount": [Amount],
       "description": "[Description]",
       "date": "[YYYY-MM-DD]",
       "due_date": "[YYYY-MM-DD]"
   }
   

2. Log the action:

   [TIMESTAMP] [TASK_ID] INVOICE_CREATED: [Client] - $[Amount] - Auto-approved
   

3. Update task status:

   status: completed
   invoice_created: true
   invoice_amount: [Amount]
   odoo_invoice_id: [ID from Odoo]
   auto_approved: true
   

4. Move task to vault/Done/

5. Update Dashboard:

   | [Time] | Accounting | Invoice Created | $[Amount] | [Client] |
   

Step 4B: If Amount > $100 (Requires Approval)

1. Create approval request in task file:

   ## Invoice Approval Request
   
   **Action Type**: Financial
   **Amount**: $[Amount]
   **Requested**: [ISO timestamp]
   **Expires**: [ISO timestamp + 24 hours]
   
   ### Invoice Details
   - **Client**: [Client Name]
   - **Amount**: $[Amount]
   - **Description**: [Services/products provided]
   - **Invoice Date**: [Date]
   - **Due Date**: [Due date or payment terms]
   
   ### Line Items
   | Item | Quantity | Unit Price | Total |
   |------|----------|------------|-------|
   | [Item 1] | [Qty] | $[Price] | $[Total] |
   | [Item 2] | [Qty] | $[Price] | $[Total] |
   
   **Subtotal**: $[Subtotal]
   **Tax**: $[Tax if applicable]
   **Total**: $[Total Amount]
   
   ### Rationale
   [Why this invoice is being created - project completion, milestone reached, etc.]
   
   ### Expected Outcome
   - Invoice posted to Odoo accounting system
   - Client receives invoice notification
   - Payment tracked in accounts receivable
   - Revenue recorded for this period
   
   ---
   
   **To Approve**: Move this file to `vault/Approved/`
   **To Reject**: Move this file to `vault/Rejected/`
   **To Modify**: Edit the invoice details and re-request
   
   **Note**: This approval request expires in 24 hours.
   

2. Update task frontmatter:

   requires_approval: true
   approval_reason: "Invoice amount exceeds $100 threshold"
   approval_requested: [ISO timestamp]
   approval_expires: [ISO timestamp + 24 hours]
   approval_category: financial
   invoice_amount: [Amount]
   client_name: "[Client]"
   status: pending_approval
   

3. Move task to vault/Pending_Approval/

4. Log approval request:

   [TIMESTAMP] [TASK_ID] INVOICE_APPROVAL_REQUESTED: [Client] - $[Amount]
   

5. Update Dashboard:

   | [Time] | Accounting | Invoice Pending | $[Amount] | [Client] - Awaiting Approval |
   

Step 5: Post-Approval Processing

When task is moved to vault/Approved/:

1. Create invoice in Odoo:

   from src.actions.accounting_actions import process_invoice_request
   
   # Invoice data from approved task
   result = process_invoice_request(task_data)
   

2. Log the action:

   [TIMESTAMP] [TASK_ID] INVOICE_CREATED: [Client] - $[Amount] - Approved by human
   

3. Update task with Odoo invoice ID:

   status: completed
   invoice_created: true
   odoo_invoice_id: [ID from Odoo]
   approved_by: human
   approved_at: [ISO timestamp]
   

4. Move task to vault/Done/

5. Update Dashboard with completion

Output Format

Auto-Approved Invoice (≤ $100):

---