diff --git a/docs/superpowers/specs/2026-08-23-accounting-agent-architecture-design.md b/docs/superpowers/specs/2026-08-23-accounting-agent-architecture-design.md index 0c643f9..5bbd420 100644 --- a/docs/superpowers/specs/2026-08-23-accounting-agent-architecture-design.md +++ b/docs/superpowers/specs/2026-08-23-accounting-agent-architecture-design.md @@ -23,7 +23,9 @@ These were settled in the design conversation and bind all phases: | Decision | Choice | |---|---| | Primary bank feed | SimpleFIN Bridge (read-only, ~$1.50/mo) | -| Coverage strategy | Connector layer: SimpleFIN plus per-institution connectors (CSV drop folder, email parsing, browser automation) until NFCU, TFCU, Cash App, Venmo, and PayPal are all covered. Verify real coverage per institution early; assume nothing. | +| Coverage strategy | Connector layer: SimpleFIN plus per-institution connectors until NFCU, TFCU, Cash App, Venmo, and PayPal are all covered. Verify real coverage per institution early; assume nothing. | +| Wallet feeds (Cash App, Venmo, PayPal) | *(Amended 2026-08-24 — Jake wants automation, no manual CSV.)* Primary: per-transaction email receipts parsed from the finance inbox (near-real-time; these apps support no aggregators). Backstop: browser automation fetches monthly statements/CSVs for reconciliation. Manual CSV drop folder is break-glass fallback only. PayPal may later upgrade to its Transaction Search API via business account. | +| Finance inbox | `finance@ordinatorlabs.com` — dedicated IONOS mailbox (ordinatorlabs.com already has IONOS MX; jbnel.dev has no mail hosting). Agent polls IONOS IMAP. Optional later: forward `finance@jbnel.dev` into it. | | Bill-pay autonomy | Prep + approval. The agent tracks, verifies funding, and asks. Money never moves without an explicit approval from Jake. | | Runtime | Hybrid. One Python worker container does deterministic work on schedules; scheduled Claude sessions do judgment work (analysis, forecast narrative, anomaly triage). | | Notification channels | Telegram bot (interactive: alerts, approvals), ntfy (urgent push), email (digests, receipts). Routed by message class. | @@ -130,15 +132,17 @@ may not start until the prior phase runs in production. scheduler with a heartbeat job, `agentdb` migrations, compose service, deployed to the host. 2. **Ingestion** — SimpleFIN → Firefly sync with dedup; verified coverage for - NFCU and TFCU; CSV drop-folder connector with mappers for Venmo, Cash App, - and PayPal exports. + NFCU and TFCU; IMAP receipt connector (promoted from Phase 5) parsing + Cash App/Venmo/PayPal transaction emails from the finance inbox; CSV + drop-folder connector kept as break-glass fallback. 3. **Alerts & monitoring** — notifier with all three sinks; rules engine: low balance, large/unusual transaction, sync failure, negative trend. 4. **Analysis & forecasting** — scheduled Claude sessions: weekly spending review, budget tracking, recurring-transaction detection, 30/60/90-day cashflow forecast, monthly digest. -5. **Documents** — finance inbox via IMAP, PDF extraction and filing, document - index, cloud sync target chosen and wired. +5. **Documents** — PDF extraction and filing from the finance inbox (IMAP + plumbing already live from Phase 2), browser-automation statement + downloads, document index, cloud sync target chosen and wired. 6. **Bills** — bill calendar, funding checks, Telegram approve/deny flow, browser automation for approved payments and statement downloads. 7. **Later** — business Firefly instance when a venture opens; k8s migration