e-Fatura Auto-Fill

Automates receipt classification on the Portuguese e-Fatura portal (Portal das Finanças).

What it does

Clicks category buttons for pending invoices based on vendor name matching. Saves time during IRS season.

Usage

Playwright Agent (VS Code)

1. Install dependencies: npx @playwright/mcp@latest
2. Log in to Portal das Finanças in a browser
3. Use the @efatura-classifier agent in Copilot Chat

Adding Vendors

1. Edit data/vendors.csv and add the vendor with NIF, name, and category code
2. Use NIF numbers when possible for precise matching (e.g., 500829993,PINGO DOCE,C03)
3. Category codes are defined in data/categories.csv

Files

.template/
  categories.csv                # Template: Category codes (C01, C02, etc.)
  vendors.csv                   # Template: Minimal starter vendors
data/                           # Created on first run (gitignored)
  categories.csv                # Category codes (copied from .template)
  vendors.csv                   # Vendor-to-category mappings (grows over time)
.github/
  agents/                       # Copilot agents
  copilot-instructions.md
.vscode/mcp.json                # MCP server config

Note: The data/ folder is gitignored. On first run, the agent copies .template/ to data/.

License

MIT