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Author SHA1 Message Date
jakeandClaude Fable 5 0e1097bdff Amend spec: automatic wallet ingestion via email receipts 
Jake wants no manual CSV exports. Wallets (Cash App/Venmo/PayPal) are
now fed by parsed transaction-receipt emails as the primary path, with
browser-automation statement fetch as reconciliation backstop and the
CSV drop folder demoted to break-glass fallback. Finance inbox decided:
finance@ordinatorlabs.com (IONOS IMAP; jbnel.dev has no MX). IMAP
connector promoted from Phase 5 into Phase 2.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Uv7wnzF6Xv6fmaRjFTiMMq
 2026-08-24 00:34:21 -05:00
jake 9adec1028c feat(agent): containerize agent and wire into compose stack 2026-08-23 17:24:06 -05:00
jake 01a9eef06c feat(agent): post-deploy verify command 2026-08-23 17:18:01 -05:00
jake 43add3b0fe feat(agent): scheduler, healthcheck, and container entrypoint 2026-08-23 17:13:18 -05:00
jake 1877efdbde feat(agent): heartbeat job recording to sync_runs 2026-08-23 17:07:13 -05:00
jake 773d0874d5 fix(agent): wrap transport errors in FireflyError 2026-08-23 17:04:54 -05:00
jake efc0ad9451 feat(agent): read-only Firefly III API client 2026-08-23 17:01:16 -05:00
jake 207cdb0ef5 fix(agent): quote DSN values and drop deprecated testcontainers import 2026-08-23 16:58:30 -05:00
jake b5ed0f73b9 feat(agent): agentdb bootstrap, migration runner, v1 schema 2026-08-23 16:52:07 -05:00
jake 9a3492c01a fix(agent): raise ConfigError for malformed numeric env vars 2026-08-23 16:48:31 -05:00
jake 46365468fe feat(agent): load config from environment with validation 2026-08-23 16:44:33 -05:00
jake 0284ab800a feat(agent): scaffold Python package for the accounting agent worker 2026-08-23 16:41:18 -05:00
jakeandClaude Fable 5 9b36888b3a Add Phase 1 (Foundation) implementation plan 
Nine TDD tasks: package scaffold, config loading, agentdb bootstrap +
v1 migrations, read-only Firefly client, heartbeat job, scheduler +
healthcheck + entrypoint, verify CLI, containerization, and the
human-in-the-loop production deploy.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Uv7wnzF6Xv6fmaRjFTiMMq
 2026-08-23 04:05:12 -05:00
jakeandClaude Fable 5 1a465d10dd Add personal accounting agent architecture design spec 
Master architecture and phase decomposition for the agent system built
around the Firefly III stack: connector-based ingestion (SimpleFIN
primary), hybrid worker + Claude runtime, prep-and-approve bill pay,
three-channel notifications, and a six-phase build order.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Uv7wnzF6Xv6fmaRjFTiMMq
 2026-08-23 03:19:36 -05:00
jakeandClaude Sonnet 4.6 53684e6c7c Add Plaid and SimpleFIN env var stubs to .env.example 
Both commented out — uncomment and fill in when ready to wire up
US bank automation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-17 21:36:28 -05:00
jakeandClaude Sonnet 4.6 b91f0432de Wire Firefly III and importer into Traefik 
Add traefik_proxy network and labels for firefly.jbnel.dev and
import.jbnel.dev with Let's Encrypt TLS. Fix cron to use alpine
with proper crond loop instead of one-shot. Add STATIC_CRON_TOKEN.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-17 20:40:31 -05:00
jakeandClaude Sonnet 4.6 a64aab79b9 Add Firefly III compose stack with k8s migration scaffold 
PostgreSQL 16, Redis 7, Firefly III core + data importer, cron container.
Health checks on all services. .env.example documents all variables.
k8s/ directory scaffolded for future migration.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-17 20:34:05 -05:00
jake ba22545899 Initial commit 2026-05-17 20:09:54 -05:00