Dane Sabo
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e446c4097a
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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.
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2026-05-25 21:05:38 -04:00 |
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Dane Sabo
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26fb19ca9a
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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
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2026-05-25 18:54:50 -04:00 |
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