Brightleaf Coffee Co. · SAMPLE

File Organizer — the plan

A proposal · drawer ../drawer/ · nothing has moved · rendered Thursday, July 23, 2026

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scan0091.pdf would become 2026-06-30_Riverbank-Trust_Account-Statement.pdf, filed under Financial. Nineteen files came in with names like that and would go into the cabinet's seven folders under names that say what they are — the "from the drawer" column below is the before, on the same row as the after. Nothing has moved, and the machine never deletes. Five files need your call first: one photo-only scan I couldn't read, a byte-identical duplicate and a look-alike parked for your decision, and two low-confidence guesses (a folder and a date) I won't make silently. Say go and I file the nineteen; the five stay in the drawer until you weigh in. Full proposal: plan.md.

Files found

read from the drawer

Ready to file

clean, named & sorted

Need your call

flagged, not touched

Couldn't read

no text layer

The proposal — every file, before & after

One row per file in the drawer. "From the drawer" is the mystery name it came in under; the proposed name is what it would become on go. The clear chip means I'd file it as shown; confirm, look-alike, and couldn't read mean it waits for you.

Proposed name	From the drawer	What it is	Folder	Keep until	Confidence
Financial · 3 ready (+1 look-alike)
2026-06-30_Riverbank-Trust_Account-Statement.pdf	scan0091.pdf	Riverbank checking, June 2026	Financial	2033-06-30	clear
2026-06-15_Cardinal-Card-Services_Card-Statement.pdf	scan0092.pdf	Cardinal card statement, Jun 2026	Financial	2033-06-15	clear
2026-05-31_Riverbank-Trust_Account-Statement.pdf	Document (4).pdf	Riverbank checking, May 2026	Financial	2033-05-31	clear look-alike
2026-05-31_Riverbank-Trust_Account-Statement.txt	may statement.txt	Same May statement, pasted as text	Financial	2033-05-31	look-alike of the PDF
Invoices · 6 ready (+1 duplicate held)
2026-06-05_Foghorn-Coffee-Roasters_Invoice-FR-4471.pdf	IMG_2201.pdf	Foghorn green-coffee invoice, $2,480	Invoices	2033-06-05	clear
2026-06-19_Foghorn-Coffee-Roasters_Invoice-FR-4489.pdf	IMG_2202.pdf	Foghorn invoice $1,930 — distinct from FR-4471	Invoices	2033-06-19	clear
2026-06-10_Dairy-Valley-Creamery_Invoice-DV-8830.pdf	final.pdf	Dairy Valley milk invoice, $612	Invoices	2033-06-10	clear
— held in the drawer —	final_v2.pdf	Byte-identical copy of final.pdf	Invoices	—	duplicate
2026-06-12_Northgate-Utilities_Utility-Bill.txt	receipt1.txt	Northgate electric bill, $438	Invoices	2033-06-12	clear
2026-06-02_Corner-Hardware_Receipt.txt	untitled (3).txt	Corner Hardware receipt, shelving $154	Invoices	2033-06-02	clear
2026-06-01_Blue-Line-POS_Invoice-BL-2026-06.pdf	Scan_2026_06.pdf	Blue Line POS software invoice, $89	Invoices	2033-06-01	clear
Tax · 3 ready
2025-12-31_Brightleaf-Coffee_1099-NEC-Reed-Bookkeeping.pdf	misc (2).pdf	2025 1099-NEC to Reed Bookkeeping, $6,400	Tax	2033-12-31	clear
2026-01-20_Hollis-Grange_Engagement-Letter.pdf	letter.pdf	CPA 2025 engagement letter	Tax	2033-01-20	clear
2026-06-30_State-Dept-of-Revenue_Sales-Tax-Return.pdf	stateform.pdf	Q2 2026 sales & use tax return	Tax	2033-06-30	clear
Contracts · 3 ready
2024-03-01_Cedar-Point-Properties_Lease-Agreement.pdf	agreement.pdf	Commercial lease, 214 Brightleaf St	Contracts	Active + 7	clear
2026-01-15_Foghorn-Coffee-Roasters_Supply-Agreement.pdf	Document (7).pdf	2026 wholesale supply agreement	Contracts	Active + 7	clear
2025-11-01_Blue-Line-POS_Service-Agreement.pdf	scan0100.pdf	POS service agreement / terms	Contracts	Active + 7	clear
Insurance · 2 ready
2025-08-01_Beacon-Mutual_Insurance-Declarations.pdf	20260401_1102.pdf	Business owner's policy declarations	Insurance	2030-08-01	clear
2026-01-01_Ironclad-Insurance_COI.pdf	20260401_1103.pdf	Workers' comp certificate	Insurance	2031-01-01	clear
Admin · 2 ready (+1 low-confidence)
2026-01-01_City-of-Brightleaf_Food-Service-Permit.pdf	permit.pdf	Food-service establishment permit	Admin	Permanent	clear
2026-02-15_Brightleaf-Coffee_LLC-Annual-Report.pdf	scan0105.pdf	LLC annual-report filing confirmation	Admin	Permanent	clear
2026-05-01_Brightleaf-Coffee_Equipment-Register.md	notes.md	Equipment list + warranty-through dates	Admin confirm folder	[confirm]	low confidence
Correspondence · 1
undated_Northgate-Utilities_Rate-Change-Notice.txt	email1.txt	Rate-change courtesy notice (no date line)	Correspondence	[confirm]	confirm date
Couldn't read · 1
— needs your eyes —	IMG_2250.jpg	Photo-only scan, no readable text layer	—	—	couldn't read

The five that need your call

The machine flags these and stops — it never deletes a duplicate, never guesses a folder or a date, and never invents the contents of a file it can't read.

In the drawer	Why it's flagged	What I suggest
IMG_2250.jpg	couldn't read no text layer	Re-photograph with a scan app or paste the text; I'll classify it next run.
final_v2.pdf	duplicate byte-identical to final.pdf	File final.pdf, set this copy aside — your call; nothing is removed.
may statement.txt	look-alike same May statement as a PDF	Keep whichever format you prefer, or both.
notes.md	confirm folder equipment register vs. warranty record	Parked in Admin/; say the word for Contracts/ instead.
email1.txt	confirm date no date in the email body	Files as undated; tell me the month and I'll set it.

This is a plan — nothing is filed until you say go. Source of truth: plan.md · the seven folders and the rules are yours to edit in references/.