Indexly Organizer – Profile-Based, Auditable File Organization

Safely organize and classify files using intelligent profiles with full logging, hashing, audit trails, dry-run planning, and automation support in Indexly Organizer.
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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 duplicate and 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.

Profile-Specific Options

Profile options that create folder names are treated as names, not paths:

  • --project-name adds a project segment for the data profile, for example Data/Projects/Bridge Study
  • --shoot-name adds a dated media shoot segment, for example Media/Shoots/2026-05-ClientShoot
  • --id / --patient-id targets a health patient folder, for example Health/Patients/P001

Path separators, absolute paths, and relative path segments are rejected for these values.

--classify requires --profile. --classify-raw also requires --profile media --category photographer and routes to classification even if --classify is omitted.

🏢 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:

Category Example Keywords
Invoice invoice, inv, rechnung, bill, facture
Tax tax, vat, ust, mwst, steuer
Receipt receipt, beleg, quittung
Contract contract, agreement, nda
Payroll payroll, salary, lohn, gehalt

If no keyword is detected, files fall back to Business/Archive.

Researcher Profile

The researcher profile uses conservative rules that preserve reproducibility:

  • Raw/source datasets go to Research/Data/Raw
  • Cleaned or normalized datasets go to Research/Data/Cleaned
  • Results, scripts, notebooks, figures, and analysis outputs go to Research/Data/Results
  • Papers are separated into draft, submitted, and published areas when filenames provide enough signal
  • Notes, references, presentations, and admin files stay separate

The rule intentionally avoids discipline-specific assumptions.

Engineer Profile

The engineer profile uses broad engineering-safe buckets:

  • CAD files go to Engineering/CAD
  • Simulation and analysis files go to Engineering/Projects/Simulation
  • Calculations and spreadsheets go to Engineering/Projects/Calculations
  • Reports, drawings, standards, and field photos are separated
  • Unknown files go to Engineering/Archive

The rule is intentionally general so mechanical, electrical, civil, and software-adjacent engineering folders remain usable without overfitting.

Media RAW Classification

--classify-raw is a photographer-only refinement for images already located in 00_RAW.

indexly organize ./Media --profile media --category photographer --classify-raw camera --recursive --dry-run

Supported metadata keys:

  • camera
  • gps
  • date
  • title
  • author

Only image files whose parent folder is named 00_RAW are grouped. For example:

Media/Shoots/2026-05-Client/00_RAW/frame.jpg
→ Media/Shoots/2026-05-Client/00_RAW/Nikon_Z 8/frame.jpg

Files outside 00_RAW are left out of the RAW metadata classification plan.

Health Patient IDs

Health classification can target a patient folder:

indexly organize ./incoming --profile health --classify --id P001 --dry-run

When applied, Indexly ensures the patient subfolders exist and records observer metadata with the patient ID. Passing an empty ID value asks Indexly to generate the next date-based patient ID.

Inspect the resulting semantic snapshots with:

indexly observe audit --id P001

Dry-runs do not trigger observers.

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.

The organizer uses the precomputed rename plan instead of guessing from a fresh directory scan. With --dry-run, planned filenames are used for the preview without moving files; with --apply, organization runs after successful renames.

This creates a rename → classify → audit pipeline.

Indexly Organizer remains intentionally two-phase.

Phase 1 – Create the Structure 

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

Phase 2 – Classify Files

classifying 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.

Dry-run profile classification does not create folders, write logs, trigger observers, or move files. --apply is required for profile moves and scaffold creation.

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.