abhiroopb/organizing-downloads

Organizing Downloads

Scans the local filesystem at C:\Users\basua\Dropbox\Downloads, identifies each file's content, and moves/renames it according to the rules below.

Filesystem Strategy

• Use the local filesystem (run_shell_command with PowerShell) for all scanning, moving, and renaming.
• Path Handling: Always use absolute Windows paths with backslashes.
• Do NOT use the Dropbox MCP API for file operations.

Execution Workflow

1. Inventory: List all files (top-level only) in C:\Users\basua\Dropbox\Downloads.
2. Deep Inspection & Contextual Discovery:
   • Step A: Text Extraction. Use Select-String or Get-Content -Raw to search for entity names (e.g., "Sutter", "Block", "Fidelity", "EBMUD"), subjects ("Health", "Salary", "Dividend"), and confirmation codes.
   • Step B: Date Extraction. Locate the statement date, service date, or invoice date in the content. Do NOT use the file modification date unless no other date exists.
   • Step C: Contextual Search. If the file's origin is unclear, search C:\Users\basua\Dropbox for subfolders matching extracted keywords to find the established home for such documents.
   • Step D: Precedent Check. Once a destination is found, list the last 3-5 files in that folder. Use their naming convention as the absolute template for the new file.
3. Deduplication & Supplemental Check:
   • Identical: If hashes match, delete the download.
   • Supplemental/Update: If the filename matches an existing file but the content differs (e.g., a seat upgrade in a flight confirmation, a revised invoice), replace the old file with the new one.
   • Signed vs Unsigned: If an unsigned version exists at the destination and the download is signed, replace it.
4. Summary & Approval:
   • MANDATORY: Present a numbered table with columns: #, Original Filename, New Name, Destination Folder, and Rationale (why you chose this name/folder).
   • MANDATORY: If replacing an existing file or creating a new folder, highlight this in the summary.
   • MANDATORY: Wait for explicit user confirmation before proceeding.
5. Action: Upon user approval, move, replace, or delete files.

General Guidelines

• Naming: Date format is always YYYY-MM-DD.
• Ignore Subfolders: Only process files at the top level of the Downloads folder.
• Folder Creation: Follow established patterns. Do NOT create year folders for Utilities or Zareen's medical bills.
• Description: For medical/health bills, always include a brief description of the service (e.g., "Sutter Bill for Injured Elbow").

Rules

Rule 1: Purchase Receipts (Non-Home)

• Destination: C:\Users\basua\Dropbox\Money\Receipts\{YEAR}\
• Naming: YYYY-MM-DD - Item Name (Business Name).pdf

Rule 2: Home Contractor Documents (2424 Tulare Ave)

• Destination: C:\Users\basua\Dropbox\Documents\2424 Tulare Ave\Contractors\{Contractor Name}\
• Naming: YYYY-MM-DD - Description.pdf

Rule 3: Bank & Brokerage Statements

• Destination: C:\Users\basua\Dropbox\Money\Banks\{Bank Name}\{Account Folder}\Statements\
• Naming: YYYY-MM-DD.pdf (statement end date).

Rule 4: Utilities (2424 Tulare Ave)

• Destination: C:\Users\basua\Dropbox\Documents\2424 Tulare Ave\Utilities\{Utility Name}\
• Naming: YYYY-MM-DD.pdf
• EBSAN: EBSAN\Statement\.
• EBMUD: EBMUD/.
• PG&E: PG&E/.
• Sonic: Sonic/.

Rule 5: Pay Stubs & Employment

• Destination: C:\Users\basua\Dropbox\Money\Payslips\Abhi\{YEAR}\
• Naming: YYYY-MM-DD.pdf.

Rule 6: Car & Transport

• FasTrak: C:\Users\basua\Dropbox\Documents\Car\FasTrak\YYYY-MM-DD.pdf.

Rule 7: Insurance & Health

• Dental EOBs (Abhi): C:\Users\basua\Dropbox\Documents\Health\Abhi\Dental\YYYY-MM-DD - Delta Dental.pdf (No "EOB" in name).
• Aetna EOBs (Zareen): C:\Users\basua\Dropbox\Documents\Health\Zareen\Bill Payments\YYYY-MM-DD - Aetna EOB.pdf.
• Health Visits (Abhi): C:\Users\basua\Dropbox\Documents\Health\Abhi\Visits\YYYY-MM-DD - Description.pdf.
• Bill Payments (Zareen): C:\Users\basua\Dropbox\Documents\Health\Zareen\Bill Payments\YYYY-MM-DD - Description.pdf. (No "Health" prefix, no year folders).

Rule 8: Taxes

• Destination: C:\Users\basua\Dropbox\Money\Tax\Abhi\YA{YEAR}\Documents\
• Naming: Follow precedent: {Owner} - {Entity} - {Form/Type}.pdf (e.g., Abhi - Fidelity (HSA) - 5498-SA.pdf).

Rule 9: Travel

• Destination: C:\Users\basua\Dropbox\Travel\{YYYY-MM - Destination}\
• Naming: YYYY-MM-DD - Description (Details).pdf.
• Deduplication: Always check if a flight confirmation is an update to an existing booking.