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Reference

This section provides comprehensive reference documentation for the Records Manager Skill.

Overview

The Records Manager Skill provides expert record keeping with paperless-ngx integration, country-specific taxonomies, and intelligent document management. This reference section covers:

Key Components

Three-Layer Architecture

INTENT LAYER (SKILL.md)
    Detects record keeping intent, routes to workflows

EXPERTISE LAYER (src/lib/)
    TaxonomyExpert   - Country-specific retention rules (AU/US/UK)
    TrustExpert      - ATO-compliant trust document management
    WorkflowExpert   - Automated workflow recommendations
    EntityCreator    - Dynamic entity creation
    SensitivityExpert - Document sensitivity classification

EXECUTION LAYER
    PaperlessClient - Full paperless-ngx API wrapper (NO DELETE methods)
    RecordManager   - CLI tool for all operations

Environment Variables

All paperless-ngx configuration uses the MADEINOZ_RECORDMANAGER_ prefix:

Variable Description Default
MADEINOZ_RECORDMANAGER_PAPERLESS_URL paperless-ngx instance URL Required
MADEINOZ_RECORDMANAGER_PAPERLESS_API_TOKEN API token with read/write permissions Required
MADEINOZ_RECORDMANAGER_COUNTRY Country for compliance rules Australia
MADEINOZ_RECORDMANAGER_DEFAULT_DOMAIN Default domain household

Supported Countries

  • Australia (AU) - Full household, corporate, and trust support
  • United States (US) - Household records
  • United Kingdom (UK) - Household records

Entity Types

Type Description
household Personal and family records
corporate Business and company records
unit-trust Unit trust structures
discretionary-trust Discretionary family trusts
family-trust Family trusts with FTE
project Project-based records
person Individual family member records

Safety Design

Important: The PaperlessClient has NO delete methods. Deletion requires the DeleteConfirmation workflow which mandates explicit user confirmation. This prevents catastrophic data loss.