🧾 expense-report

Generate Excel reports from PDF invoices.

Requirements

• python/pip (pyenv, 3.11.8)
• fd, jq, gum
• poppler-utils (pdftotext, pdfseparate, pdfunite, pdfinfo)
• invoice2data, dateparser, openpyxl (installed into the venv by setup.sh)

Requires a .env file with EMP_NAME and EMP_NUM variables.

Usage

$ ./setup.sh            # setup the python venv
$ ./invoice2json.sh     # use invoice2data to extract data from PDFs into data/parsed_data.json
$ ./generate-report.sh  # convert generated JSON into csv and insert it in the XLSX template

Invoice folders

Put PDFs under data/invoices/:

• mine/ → personal expense, reimbursed (cost_num = employee number)
• company/ → direct company expense (cost_num = 0)
• anywhere else → cost_num = -1

create-pdf-summary.sh

Merges one page from every invoice PDF into a single attachment PDF.

$ ./create-pdf-summary.sh <date> <employee_id> [first|last]

• date, employee_id — used in the output filename target/pdf-extracts/all-invoices_<employee_id>_<date>.pdf
• first|last — which page to pull from each PDF (default first)

hook-xp-files.sh

Moves files prefixed sigxp from ~/Downloads into data/invoices/mine/ — used when batch-downloading invoices from the employer's expense portal.