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4 Commits

Author SHA1 Message Date
Dane Sabo
a37d8f4d2c merchant_map: +24 rules from overlap-test learning loop; test review artifact 
- 22 UNMATCHED + 2 REVIEW resolutions from the 2026-05-01..05-25 overlap
  import got folded back via apply_decisions/upsert_rule: the Charlotte
  bachelor-trip vendors (Tot Hill Farm, Lexington BBQ, Wooden Robot Brewing,
  Grace O'Malley, Buddy's Place, Stop and Go, Yamazaru, Publix, Krispy Kreme,
  Charlotte Motor Speedway), Pittsburgh first-timers (Utrecht/Blick's,
  Westinghouse Food Court, Halal Guys, Five Guys, Firestone, Leatherman, PRT
  via Masabi), plus Patrick Murphy (rent) and Emerson (wages).
- migration/test_overlap_review.html: the rendered review doc from the test
  (PNC+Apple+Costco 2026-05-01..05-25; 57 dedup-skip, 44 actionable).
 2026-05-25 21:35:32 -04:00
Dane Sabo
e446c4097a Migration: rebuild battle-test learnings + opening-balance orphan fix 
- build_rebuild_dataset.py: subtract orphan paired-transfer amounts from
  destination card's derived opening; html.unescape descriptions.
- merchant_map.json: +110 auto-tail rules from rebuild long-tail, +20
  recurring rules + 135 auto-cluster acceptances; stripped all cached
  account_ids; Rock Auto -> Z(Mizumi) review:true; Duquesne Light ->
  Utilities; categories stripped from _auto_tail rules per user policy.
- migration/README.md: 'Lessons from the first rebuild' section.
- migration/rebuild_clusters.{json,md}: clustering proposal artifact.
 2026-05-25 21:05:38 -04:00
Dane Sabo
26fb19ca9a Migration runbook + rebuild tooling; 10 PNC/income/Don't Know rules 
- migration/README.md: cold-start rebuild runbook (reconciliation gate,
  classification rules, transfer pairing, investment policy, execution order)
- migration/build_rebuild_dataset.py: consolidated 3-QFX builder with PNC-
  owned transfers, counterpart pairing & drop, per-account reconciliation
- migration/rebuild_clusters.{json,md}: clustering proposal for the rebuild
- migration/rebuild_review.html: read-only browser review for the 1017-txn
  rebuild plan (transfers under PNC, category fixes baked in)
- migration/{pnc_review,review_preview_mixed}.html: earlier UI previews
- merchant_map.json: add 10 settled deterministic rules (Duquesne Light,
  Pitt Salary, Interest Payment, IRS, Pitt Tuition, Daily Cash Adjustment,
  ATM Surcharge/Yardi/Venmo/Zelle->Don't Know) so the skill stops flagging
  pre-classified PNC lines as UNMATCHED
 2026-05-25 18:54:50 -04:00
Dane Sabo
cc21c48b52 Fold in merchant taxonomy (38 rules) + migration tooling (classifier, dry-run, cluster proposal) 2026-05-17 13:17:12 -04:00