Indexly Organizer – Profile-Based, Auditable File Organization

Key Capabilities at a Glance

• Profile-based file classification
• Safe, collision-aware file movement
• Dry-run planning (no side effects)
• Structured, indexable JSON logs
• Hash-based integrity tracking
• Audit-ready history of changes
• ✅ Business-rule aware classification (via rename-file --business-naming)

Profile-Based Organization

Profiles represent real-world domains, each with its own logic and structure:

--profile {it,researcher,engineer,health,data,media,business}

Each profile defines rules, not hardcoded paths. This allows the Organizer to adapt naturally to different workflows.

🏢 Business Profile (Extended)

The business profile now supports structured financial and administrative organization.

It includes predefined logical structures such as:

Business/
├─ Admin/
├─ Finance/
│  ├─ Accounting/
│  ├─ Taxes/
│  ├─ Banking/
│  ├─ Reports/
│  └─ Archive/
├─ Invoices/
│  ├─ Outgoing/
│  │  ├─ Paid/
│  │  ├─ Unpaid/
│  │  └─ Overdue/
│  └─ Incoming/
├─ Receipts/
├─ Contracts/
├─ Projects/
└─ Archive/

Multiple operational modes are supported:

• default
• solo
• employer

These define slightly different scaffolds depending on business scale.

Business Rule Integration (Renaming + Classification)

The Organizer now integrates seamlessly with business-rule based renaming via rename-file.

Instead of manually preparing filenames, you can:

1. Rename using business heuristics
2. Automatically classify into Business profile folders
3. Audit everything in one run

Heuristic-Based Classification

The business rule uses keyword detection to infer document type:

If no keyword is detected, the CLI prompts the user interactively.

Rename → Organize (Seamless Workflow)

You may now rename and organize in a single command:

indexly rename-file . \
  --business-naming \
  --pattern "{prefix}-{date}-{title}" \
  --organize \
  --profile business \
  --classify \
  --dry-run

What Happens

1. Files are renamed using business rules.

2. Prefixes (e.g., vat, inv, receipt) are inferred or prompted.

3. Organizer classifies them into:

   • Business/Finance/Taxes
   • Business/Invoices/Outgoing/Paid
   • etc.

4. A full audit log is generated.

This creates a rename → classify → audit pipeline.

Two-Phase Workflow (Still Recommended for Large Imports)

Indexly Organizer remains intentionally two-phase.

Phase 1 – Create the Structure

indexly organize ./workspace --profile business --apply

Phase 2 – Classify Files

indexly organize ./incoming --profile business --classify --dry-run

Apply safely:

indexly organize ./incoming --profile business --classify --apply

Move-Only Classification Policy

Unchanged.

Classification equals relocation.

• Files are moved
• No overwrites
• Collision-safe renaming (file.pdf → file_01.pdf)
• Parent directories auto-created

Dry-Run Planning (No Side Effects)

indexly organize ./incoming --profile business --classify --dry-run

This works independently — or after a rename operation.

Logging & Auditing

Every rename + organize chain generates:

• Original filename
• Final filename
• Destination path
• Hash
• Rule applied
• Execution context

Logs remain fully indexable.

Mental Model (Updated)

Think of Indexly Organizer as:

A careful financial assistant who first standardizes document names, then files them correctly, records every action, and ensures nothing is overwritten.

Now with business-rule intelligence.

Indexly Organizer: organize files once, understand them forever.