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https://github.com/Sea-Haven-Industries/stampli-bulk-editor.git
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79 lines
2.4 KiB
Markdown
79 lines
2.4 KiB
Markdown
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# Stampli Bulk Editor
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Mac desktop app for bulk-editing invoice pay dates in Stampli. Uses Playwright to automate the Stampli web UI through a real Chromium browser session.
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## What It Does
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Two operations, available via GUI or CLI:
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- **Edit Pay Dates** — Scans the "Ready to Pay" grid, calculates the correct pay date for each invoice (5 business days before the due date), and bulk-updates any rows that differ. After editing, optionally filters to error-free rows, selects all, and clicks Pay Invoices.
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- **Scan Pending** — Reads the "Pending Approval" grid and flags invoices where the pay date doesn't match the expected calculation.
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## Setup
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```bash
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# Create a virtual environment and install dependencies
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uv venv && source venv/bin/activate
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uv pip install -r requirements.txt
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# Install Chromium for Playwright
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playwright install chromium
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```
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## Usage
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### GUI (recommended)
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```bash
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python stampli_gui.py
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```
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Select an operation, optionally enable Dry Run, and click Run. The app launches a persistent Chromium browser — log in to Stampli on first use and the session is saved for future runs.
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### CLI
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```bash
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# Preview changes without editing
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python edit_pay_dates.py --dry-run
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# Edit pay dates
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python edit_pay_dates.py
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# Only run the filter/select/pay step
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python edit_pay_dates.py --filter-only
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# Interactive inspect mode (debug)
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python edit_pay_dates.py --inspect
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# Scan pending approvals for incorrect dates
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python scan_pending.py
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```
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## Building the Mac App
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```bash
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pyinstaller stampli_gui.spec
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```
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The bundled `.app` is written to `dist/Stampli Bulk Editor.app`. It expects Playwright's Chromium to be installed at `~/Library/Caches/ms-playwright/` (the standard Playwright cache location).
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## Configuration
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Config is stored at `~/Library/Application Support/Stampli Bulk Editor/config.json`. Defaults:
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| Key | Default | Description |
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|-----|---------|-------------|
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| `stampli_url` | Ready to Pay dashboard URL | Starting page for edit mode |
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| `date_format` | `%m/%d/%Y` | Date format used in the grid |
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| `days_before_due` | `5` | Business days before due date to set pay date |
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## Project Structure
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```
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stampli_core.py # Shared logic: browser management, grid scanning, date calculation, editing
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stampli_gui.py # tkinter GUI
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edit_pay_dates.py # CLI for editing pay dates
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scan_pending.py # CLI for scanning pending approvals
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stampli_gui.spec # PyInstaller build spec (arm64 macOS)
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```
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