added some more generic handling of TR products instead of hard coding UltraTax. We now have a list we loop through for things like Planner and Practice CS and can add more later

README.md

@@ -30,7 +30,7 @@ Extracts and organizes documents from FileCabinet CS (Thomson Reuters) using GUI
 ## Setup Per Engagement
 
 1. Edit `config.ini` -- point `backup_dir`, `export_dir`, and `output_dir` at the client's directories. This file is created automatically from `config.template.ini` the first time you run any script (it's git-ignored, so your machine-specific paths never drift the repo). To reset a machine, delete `config.ini` and re-run. Keep shared/default changes in `config.template.ini` (the tracked file).
-2. Populate `fccs_folders.txt` -- open FCCS > System Configuration > Document Folders and list each folder template exactly as shown, one per line. Keep the `YYYY` prefix on recurring folders. UltraTax CS folders are detected automatically and do not need to be listed. Like `config.ini`, this file is auto-created from `fccs_folders.template.txt` on first use and is git-ignored — edit it freely per engagement; put only broadly-useful defaults in the tracked template.
+2. Populate `fccs_folders.txt` -- open FCCS > System Configuration > Document Folders and list each folder template exactly as shown, one per line. Keep the `YYYY` prefix on recurring folders. Thomson Reuters product folders (UltraTax CS, Planner CS, Practice CS) are detected automatically and do not need to be listed. Like `config.ini`, this file is auto-created from `fccs_folders.template.txt` on first use and is git-ignored — edit it freely per engagement; put only broadly-useful defaults in the tracked template.
 
 ## Workflow
 
@@ -95,7 +95,7 @@ output/
     (only files whose client couldn't be recovered from the filename)
 ```
 
-Exported filenames follow the format `{drawer_id}_{client_name}_{folder_name}_{creation_date}_{document_name}.ext`. The parser uses folder templates from `fccs_folders.txt` (with `YYYY` expanded via regex) and the creation date (`MM-DD-YYYY`) as anchors to reliably split the underscore-delimited fields. Folder names are decomposed into nested paths that match the FCCS UI structure (e.g. `2025 Tax Documents` becomes `Tax Documents/2025/`). UltraTax CS folders are matched by a built-in pattern.
+Exported filenames follow the format `{drawer_id}_{client_name}_{folder_name}_{creation_date}_{document_name}.ext`. The parser uses folder templates from `fccs_folders.txt` (with `YYYY` expanded via regex) and the creation date (`MM-DD-YYYY`) as anchors to reliably split the underscore-delimited fields. Folder names are decomposed into nested paths that match the FCCS UI structure (e.g. `2025 Tax Documents` becomes `Tax Documents/2025/`). Thomson Reuters product folders — `{Product} MM-DD-YYYY`, e.g. UltraTax CS, Planner CS, Practice CS — are matched by a built-in pattern and become `{Product}/{date}/`; to support another product, add its name to `TR_PRODUCT_FOLDERS` in `fccs_config.py`.
 
 FCCS drawers can (rarely) contain **nested subfolders** under a template folder; the export encodes these in square brackets appended to the folder field, e.g. `2016 Income Documents[4201 N Beach Street, LLC]`. The reorganizer recreates them as deeper nesting — that example becomes `Income Documents/2016/4201 N Beach Street, LLC/` — as long as the parent (`YYYY Income Documents`) is a listed template; no bracket entries are needed in `fccs_folders.txt`.
 

fccs_config.py

@@ -105,30 +105,38 @@ def load_folder_list(path):
     return folders
 
 
+# Thomson Reuters product integrations that auto-generate folders named
+# "{Product} MM-DD-YYYY" in FCCS. Matched built-in (no fccs_folders.txt entry
+# needed); add newly-discovered products here.
+TR_PRODUCT_FOLDERS = ("UltraTax CS", "Planner CS", "Practice CS")
+
+
 def build_folder_patterns(templates):
     """
     Convert folder template strings into regex patterns for matching.
 
     Templates use YYYY as a year placeholder (e.g. 'YYYY Tax Documents').
     Non-recurring folders (no YYYY) are matched literally.
-    A built-in pattern for 'UltraTax CS MM-DD-YYYY' is always included.
+    Built-in patterns for '{Product} MM-DD-YYYY' Thomson Reuters product
+    folders (TR_PRODUCT_FOLDERS, e.g. UltraTax CS) are always included.
 
     Returns a list of (compiled_regex, template_name, folder_type) tuples,
     sorted longest-first to prevent partial matches.
 
     folder_type is one of:
       "yyyy"     — recurring folder with year prefix (captured in group 1)
-      "ultratax" — UltraTax CS folder with date suffix (captured in group 1)
+      "ultratax" — TR product folder with date suffix (captured in group 1)
       "static"   — non-recurring folder, no decomposition needed
     """
     patterns = []
 
-    # Built-in: UltraTax CS folders (auto-generated by UltraTax integration)
-    patterns.append((
-        re.compile(r"UltraTax CS (\d{2}-\d{2}-\d{4})$"),
-        "UltraTax CS",
-        "ultratax",
-    ))
+    # Built-in: TR product folders (auto-generated by each product's integration)
+    for product in TR_PRODUCT_FOLDERS:
+        patterns.append((
+            re.compile(re.escape(product) + r" (\d{2}-\d{2}-\d{4})$"),
+            product,
+            "ultratax",
+        ))
 
     for tmpl in templates:
         if "YYYY" in tmpl:
@@ -156,8 +164,9 @@ def decompose_folder_path(match, folder_type, template_name):
     Examples:
       yyyy:     "YYYY Tax Documents" matched "2025 Tax Documents"
                 → ("Tax Documents", "2025")
-      ultratax: "UltraTax CS 12-31-2008"
-                → ("UltraTax CS", "12-31-2008")
+      ultratax: any TR product folder, e.g. "UltraTax CS 12-31-2008"
+                → ("UltraTax CS", "12-31-2008"),
+                "Planner CS 12-31-2016" → ("Planner CS", "12-31-2016")
       static:   "Permanent File"
                 → ("Permanent File",)
     """
@@ -168,7 +177,7 @@ def decompose_folder_path(match, folder_type, template_name):
         return (base_name, year)
     elif folder_type == "ultratax":
         date = match.group(1)
-        return ("UltraTax CS", date)
+        return (template_name, date)
     else:
         return (template_name,)
 

fccs_folders.template.txt

@@ -6,7 +6,8 @@
 #
 # List folder names exactly as shown in FCCS System Configuration > Document Folders.
 # Keep the YYYY prefix for recurring folders. Non-recurring folders go as-is.
-# UltraTax CS folders are handled automatically — do not list them here.
+# Thomson Reuters product folders (UltraTax CS, Planner CS, Practice CS) are
+# handled automatically — do not list them here.
 # Blank lines and lines starting with # are ignored.
 #
 # Examples:

fccs_reorganize.py

@@ -141,7 +141,8 @@ def main():
 
     folder_templates = load_folder_list(folder_list_path)
     if not folder_templates:
-        log("WARNING: folder list is empty. Only built-in patterns (UltraTax CS) will match.")
+        log("WARNING: folder list is empty. Only built-in patterns (UltraTax CS, "
+            "Planner CS, Practice CS) will match.")
     folder_patterns = build_folder_patterns(folder_templates)
     log(f"Loaded {len(folder_patterns)} folder patterns")