Feishu Invoice Approval

Automate Feishu Invoice Approval

Build a reusable Python service that turns invoice images sent to a Feishu bot into uploader-confirmed expense approvals.

Core workflow

1. Choose a new or empty target directory. Do not overwrite an existing project.

2. Run python3 /scripts/scaffold.py --target .

3. Read references/setup.md before configuring a first deployment or changing an approval definition.

4. Copy .env.example to .env and config/approval_mapping.example.json to config/approval_mapping.json.

5. Fill the buyer name, buyer tax ID, approval code, expense option IDs, and approval widget IDs. Never put an app secret in .env or the mapping file.

6. Configure the Feishu application credential with scripts/setup-lark.sh.

7. Run the generated project's tests and validation:

   PYTHONPATH=src python3 -m unittest discover -s tests -v
   PYTHONPATH=src python3 -m invoice_approval_bot.cli validate
   

8. Start with BOT_DRY_RUN=true. Send representative invoices and verify extraction, buyer-header rejection, category selection, reason generation, confirmation-card callbacks, and duplicate handling.

9. Set BOT_AUTO_SUBMIT=true and BOT_DRY_RUN=false only when the user explicitly authorizes real approval creation.

10. Run scripts/run.sh under the user's preferred supervisor. Read references/operations.md for status meanings and incident checks.

Safety invariants

• Limit file reads and writes to the Skill bundle and the user-selected target project. Shell access is required to run the scaffolder, tests, validation, codex, and lark-cli; environment access is limited to the variables declared in frontmatter and the generated project's .env.
• Reject an invoice before confirmation when either the normalized buyer name or normalized buyer tax ID differs from the configured values. Tell the uploader which field failed.
• Never create a real approval until the original uploader clicks Submit on the confirmation card.
• Accept card actions only from the uploader and only for the matching card and source message.
• Keep dry-run enabled during initial setup, approval-form changes, and callback changes.
• Preserve SQLite idempotency and invoice-fingerprint duplicate protection.
• Do not publish or log .env, app secrets, approval credentials, real invoice images, extracted invoice JSON, SQLite databases, open IDs, or organization-specific approval/widget IDs.
• Do not invent approval widget or radio-option IDs. Obtain them from the target approval definition.

Customization

• Edit the JSON Schema enum in config/invoice-output.schema.json and the matching expense_type_options object together when changing expense categories.
• Keep mapping values on supported paths such as invoice.expense_category_value, invoice.approval_summary, invoice.total_amount_number, and approval_file.attachment_code.
• Update or add unit tests whenever changing mappings, normalization, card actions, or submission state transitions.
• Keep the bundled confirmation gate unless the user explicitly requests a different approval policy and understands the risk.

Bundled resources

• scripts/scaffold.py copies a clean, reusable project template.
• assets/template/ contains the Python service, tests, schema, and safe example configuration.
• references/setup.md covers Feishu application and approval mapping setup.
• references/operations.md covers dry-run promotion, records, statuses, and troubleshooting.