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taxonomy.md

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Document Organization Taxonomy

Core Principles

  • Filenames: YYYY-MM-DD_descriptive_name.ext (or YYYY_descriptive_name.ext for annual documents).
  • Date Priority (highest to lowest):
    1. Document-specific date (invoice, service, etc.)
    2. Date mentioned in document content.
    3. Document creation date.
    4. Current date (as a last resort).
  • Descriptive Names: Clear, meaningful, use underscores, avoid non-standard abbreviations.

Categories

1. Medical

  • Path: Person/{Name}/Medical/{Subcategory}/{date}_{description}.pdf
  • Subcategories:
    • Billing: For insurance EOBs.
    • (Default): Use no subcategory for doctor visits, lab results, medical bills.
  • Rules:
    • If the document contains "Explanation of Benefits" or "EOB", it should go in the Billing subcategory.
  • Examples:
    • Lab Report for Morticia Addams.pdf -> Person/Morticia/Medical/2024-02-01_blood_lab_results.pdf
    • EOB Statement.pdf -> Person/Wednesday/Medical/Billing/2024-01-15_anthem_eob.pdf

2. Property

  • Path: Property/{Location}/{Type}/{date}_{description}.pdf
  • Types: Purchase, Insurance, Maintenance, Taxes
  • Date Priority (Property-Specific):
    1. Closing/purchase date (for transactions).
    2. Document date (for legal papers).
    3. Service date (for maintenance).
  • Rules:
    • If document contains the word "Deed", it goes into Purchase.
    • If document contains the word "Insurance", it goes into Insurance.
    • If document contains words like, "Repairs", "Maintenance", it goes into Maintenance.
  • Examples:
    • Deed of Trust.pdf -> Property/Creepsville/Purchase/2024-01-15_deed_of_trust.pdf
    • Home Insurance Policy.pdf -> Property/FogHollow/Insurance/2024_home_insurance_policy.pdf

3. Financial

  • Path: Person/{Name}/Financial/{Subcategory}/{date}_{description}.pdf (or Person/{Name}/Tax/{YYYY}/{description}.pdf for tax returns)

  • Subcategories: * Investments * Insurance * Tax * (Default): Use no subcategory for general financial documents.

  • Rules:

    • Tax returns: Person/{Name}/Tax/{YYYY}/tax_return.pdf
    • If document contains "Investment Statement", place in Investments.
    • If document contains "Insurance policy", place in Insurance.

  • Examples:

    • 1099-INT.pdf -> Person/Gomez/Financial/2024_1099_int.pdf
    • Tax Return 2023.pdf -> Person/Morticia/Tax/2023/tax_return.pdf
    • Life Insurance Policy.pdf -> Person/Wednesday/Financial/Insurance/2024-03-20_life_insurance.pdf

4. Pet Records

  • Path: Pets/{Pet_Name}/{Category}/{date}_{description}.pdf
  • Categories: Medical, Insurance, Registration
  • Rules:
    • If document contains "Vet", "Veterinary", place in Medical.
    • If document contains "Pet Insurance", place in Insurance.
    • For exotic pets, include species in description.
  • Examples:
    • Lion Health Report.pdf -> Pets/Kitty_Kat/Medical/2024-02-15_lion_annual_checkup.pdf
    • Exotic Pet Insurance.pdf -> Pets/Kitty_Kat/Insurance/2024_exotic_pet_policy.pdf
    • Vulture Health Check.pdf -> Pets/Socrates/Medical/2024-03-10_vulture_wellness_exam.pdf
    • Exotic Bird Permit.pdf -> Pets/Socrates/Registration/2024_exotic_bird_permit.pdf

5. Family Members

  • Rules: These determine the {Name} to use in paths for other categories.
    • Gomez Addams -> Person/Gomez
    • Morticia Addams -> Person/Morticia
    • Wednesday Addams -> Person/Wednesday
    • Pugsley Addams -> Person/Pugsley
    • Uncle Fester Addams -> Person/Fester

6. Property Locations

  • Rules: These determine the {Location} to use in the Property category path.
    • 0001 Cemetery Lane -> Property/Creepsville
    • 13 Gothic Avenue -> Property/Shadytown
    • 99 Batwing Boulevard -> Property/FogHollow

7. Pets

  • Rules: These determine the {Pet_Name} to use in the Pets category path.
    • Kitty Kat (lion) -> Pets/Kitty_Kat
    • Socrates (vulture) -> Pets/Socrates

8. Other

  • Path: Other/{date}_{description}.pdf
  • Rules: Use for documents that don't fit any other category.
  • Rules:
    • Non-family persons -> Person/Other/{date}_{name}

Precedence

  • Property documents are categorized before medical documents.