create new skill: navan-expense — submit work expenses via Okta/Navan using Chrome

_skill-index.md

@@ -24,6 +24,7 @@ description: Master index of all skills in your robot assistant system. Your ass
 | "add a task," "create a task," "what's on my plate," "show today's tasks," "mark that done," "delete that task," "what's due," "upcoming tasks" | **vikunja-tasks** |
 | "run system diagnostic," "audit my skills," "check system health," "skill audit," "health check" | **system-diagnostic** |
 | "write a POV doc," "create a proof of value document," "POV criteria," "proof of concept criteria," "generate a POC document" | **pov-doc** |
+| "submit an expense," "navan expense," "file an expense," "upload receipt" | **navan-expense** |
 
 ---
 
@@ -101,6 +102,12 @@ description: Master index of all skills in your robot assistant system. Your ass
 **File:** `skills/system-diagnostic/SKILL.md`
 **Dependencies:** None
 
+### Navan Expense
+**Purpose:** Submit work expenses through Navan via Okta SSO using Chrome browser control. Uploads receipts to Navan's AI expense chat, reviews OCR-parsed data, corrects the expense category if needed, and submits for approval.
+**Triggers:** "submit an expense," "navan expense," "file an expense," "upload receipt"
+**File:** `skills/navan-expense/SKILL.md`
+**Dependencies:** Chrome browser with active Okta session (verkada.okta.com)
+
 ---
 
 ## Adding New Skills

navan-expense/.env.example

@@ -0,0 +1,2 @@
+# Navan Expense Skill Configuration
+# No credentials required - uses Okta SSO via browser session.

navan-expense/.gitignore

@@ -0,0 +1 @@
+.env

navan-expense/SKILL.md

@@ -0,0 +1,76 @@
+---
+name: navan-expense
+description: |
+  Submit work expenses through Navan via Okta SSO using Chrome browser control.
+
+  Triggers when user mentions:
+  - "submit an expense"
+  - "navan expense"
+  - "file an expense"
+  - "upload receipt"
+---
+
+# Navan Expense Submission
+
+Submits work expenses through Navan (Verkada's expense system) by navigating Okta SSO and using Navan's AI expense chat to upload receipts and fill out expense forms.
+
+## Quick Usage (Already Configured)
+
+### Submit an expense with a receipt
+
+The user will provide:
+1. A receipt image file (full local path)
+2. The expense category (e.g., "Traveling: other", "Traveling: meals for myself")
+
+### Flow
+
+1. **Navigate to Okta** - Go to `https://verkada.okta.com` and wait for the dashboard to load
+2. **Open Navan** - Click the "Navan" app link. It opens in a new tab. Switch to that tab via `list_pages` and `select_page`.
+3. **Go to Expense page** - The travel home page loads first. Navigate directly to `https://app.navan.com/app/liquid/user/home`
+4. **Click "New transaction"** - This opens a menu with options. Click "Add receipts" (uid will vary).
+5. **Use AI chat** - A beta AI expense chat dialog appears. Click "Generate with AI" to open the chat interface.
+6. **Upload receipt** - Click the "Attach file" button inside the iframe, then use `upload_file` to upload the receipt image.
+7. **Send receipt** - Click the Send button to process the receipt via OCR.
+8. **Wait for processing** - Wait for text like "receipt processed successfully" to appear (can take up to 30s).
+9. **Review parsed data** - The AI will show: merchant, amount, date, location, expense type, GL code, etc.
+10. **Correct expense type** - If the AI picks the wrong category, type a correction in the chat: e.g., "Change the expense type to Traveling: other" and send it. Wait for confirmation.
+11. **Check with user** - Show the parsed expense details and confirm before submitting.
+12. **Submit** - When approved, click the "Submit this expense" button. Wait for "Success!" heading.
+
+## Key URLs
+
+| Page | URL |
+|------|-----|
+| Okta Dashboard | `https://verkada.okta.com` |
+| Navan Travel Home | `https://app.navan.com/app/user2/home?tripType=corporate` |
+| Navan Expense | `https://app.navan.com/app/liquid/user/home` |
+
+## Common Gotchas
+
+- **Okta verification delay**: Okta may show a "Verifying your identity" page for a few seconds. Use `wait_for` with a generous timeout.
+- **Navan opens in new tab**: Clicking the Navan app from Okta opens it in a new browser tab. Always check `list_pages` and use `select_page` to switch.
+- **Travel home loads first**: The direct Navan SSO link lands on the travel booking page, not expenses. Navigate directly to the expense URL.
+- **"New transaction" menu is a dropdown**: Clicking it reveals options like "Add receipts", "Type in details", etc. Don't assume it navigates directly.
+- **AI chat lives in an iframe**: The expense chat is inside an iframe. Snapshots need to traverse into it. The iframe's RootWebArea is accessible in the a11y tree.
+- **OCR can take 10-30 seconds**: After uploading and sending a receipt, the AI needs time to process. Use a 30s timeout on `wait_for`.
+- **Expense type may be wrong**: The AI categorizes automatically but can miss. Always ask the user to confirm and correct via chat.
+- **Date parsing**: The AI reads the receipt date. The screenshot filename date (e.g., 20260402) may differ from the transaction date on the receipt itself. Trust the OCR, not the filename.
+- **No credentials needed**: Everything goes through the existing browser Okta session. No API keys or env vars required.
+
+## Input Requirements
+
+From the user you need:
+1. **File path** to the receipt image (e.g., `/Users/connor.rhodes/Downloads/Screenshot_20260402-101332.png`)
+2. **Expense category** (e.g., "Traveling: other")
+3. **Any corrections** to the AI-parsed data before submission
+
+## Expense Categories (Verkada/Navan)
+
+Common categories seen in the system:
+- Traveling: other
+- Traveling: meals for myself
+- Traveling: taxi & rideshare
+- Airfare & fees
+- Lodging
+- Distance Driven
+- Personal Professional Development