6 Commits
Author SHA1 Message Date
kacerrandClaude Opus 5.5 e53b57f976 fix(pii): remove real member names tied to payments
- Scrub three parity fixtures that still held raw bank messages
- Use fictional names in the junior regression test, its changelog
  entry and its plan file
- State the rule in CLAUDE.md: a real name as a bare test input is
  fine; a real name next to payment details, or any junior or parent
  name, is not
- Tick T4 in the cleanup task list

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-09 00:22:15 +02:00
kacerrandClaude Opus 5.5 bbad19d822 feat(infer): messages starting with "other:" are not monthly fees
When the bank message starts with "other:" (case-insensitive),
inference does not look for a month, neither in the text nor from the
payment date. The trimmed message is written to Purpose, so reconcile
books the payment as an "other" transaction for the person instead of
a monthly fee. Messages containing "other:" elsewhere are unchanged.

- matching.IsOtherPurpose / is_other_purpose shared by inference and
  reconcile
- reconcile applies the rule to rows not yet processed by inference
- no person found: Purpose is still written, row shows as unmatched
- implemented in Go and legacy Python; four new parity fixtures

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 12:37:03 +02:00
kacerrandClaude Opus 5.5 62c6dc2ca0 fix(sync): dashboard sync covers current year plus Nov-Dec of previous
/sync-bank now uses one shared default window in both implementations:
1 November of the previous year to 31 December of the current year.
Payments dated around New Year are picked up in January; duplicates
are still filtered by Sync ID.

Python used a hardcoded 2026 window and would have stopped syncing on
2027-01-01; Go used the current calendar year only.

Adds make sync-year [YEAR=N] with the same window. The CLI default
without flags (last 30 days) is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 12:04:59 +02:00
kacerrandClaude Opus 5.5 e7c8101c3b fix(python): return months_to_show from the JSON API
Go returns months_to_show in /api/adults and /api/juniors; the Python
API did not, so make parity failed on both routes. The Python HTML
pages already had the feature.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 11:34:20 +02:00
kacerrandClaude Opus 5.5 97f94afa02 fix: treat VS as a string on read and write
Go stringified sheet cells with fmt.Sprint, so a numeric VS read with
UNFORMATTED_VALUE was rendered as 2.609767878e+09. Text columns of the
payments sheet now go through sheets.CellString, which never uses
exponent form; bank inference uses the same helper.

Both sync implementations now append VS as a text cell so Sheets keeps
it a string and leading zeros survive. Existing rows are not rewritten.

Python already read VS as a digit string; a regression test pins that.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 11:34:20 +02:00
kacerrandClaude Opus 5.5 022facc957 refactor: move Python implementation to legacy/, make Go primary
Deploy to K8s / deploy (push) Successful in 20s
Go (go/) becomes the primary implementation. The original Python
version moves to legacy/ and is kept runnable; new features are still
built in both (see the Dual implementation rule in CLAUDE.md).

- git mv app.py, scripts/, templates/, tests/, pyproject.toml, uv.lock
  and build/ into legacy/
- Makefile: Python targets point at legacy/, venv in legacy/.venv,
  CREDENTIALS_PATH exported for the root .secret/ file
- CI and make image build the Python image with legacy/ as context;
  the Makefile is no longer copied into the image
- legacy/.dockerignore moved to the context root so it takes effect
- CLAUDE.md, docs/README.md, Go comments, fixture README, capture
  script and VS Code launch config updated to the new layout

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 11:33:57 +02:00