Skip to content

Life Import rail #2: bank and card statements (CSV/OFX), a spike #7

Description

@mlmrx

Rail #1 turned an inbox into evidence-backed life records (receipts, subscriptions, renewals, bookings) with no model calls and excerpts only (docs/LIFE_IMPORT.md). Rail #2 is statements: the same subscription audit and renewals radar, but with authoritative amounts.

The spike, not the feature: pick two real formats (one bank CSV, one OFX), write a throwaway parser, and answer in this issue: which fields are reliable across banks, how to dedupe against the email-derived records, what the life_records row looks like with an amount that is authoritative rather than estimated, and what must not be stored (account numbers, balances). The three refusals in ADR-21 still hold: no archive of the statement, no connectors or credentials, no model calls.

Done when: the findings are written up here with a proposed schema change, and we decide whether to build it.

Activity

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Metadata

Metadata

Assignees

No one assigned

    Labels

    experimentA spike or a report, not a shipping changeimportChat exports, inbox archives, documents: parsers and formats

    Projects

    No projects

      Milestone

      No milestone

      Relationships

      None yet

      Development

      No branches or pull requests

      Issue actions