- scripts/build_reconciliation.py: normalizes the existing SII-RCV cross-
reference CSV (Muralla/Murallita, 519 DTEs) into web/reconciliation.json
with per-status / per-company / per-payer summaries.
- web/reconciliation.html: standalone reconciliation view in the money-trace
aesthetic — KPIs (facturado, asignado, pendiente, IVA), breakdown bars,
and a searchable/sortable table of every factura with its linked payment,
who paid, source of funds, and confidence. Reuses logos.js for providers.
- dashboard.html: header link to the reconciliation view.
State: $15.6M facturado · 168 asignado ($6.1M) · 315 pendiente ($9.2M).
- charts.js: monthlyBars + lineChart take an optional labelFn so axis and
tooltip labels can render period (year / 5-year) keys instead of months.
- dashboard.js: period helpers (periodKey/periodKeys/sumByPeriod) bucket the
Overview (income vs spending bars + cumulative net line), Spending, and
Income time-series by the selected granularity. Calendar 5-year buckets
(2015-2019, 2020-2024, 2025-2029). Choice persists in localStorage.
- dashboard.html: Month/Year/5-Year segmented control in the header.
With 7+ years of backfill, monthly bars hit 108 columns; Year collapses to
9 and 5-Year to 3 readable buckets.
For transactions with no brand match, show the spending category emoji
(Twitter Twemoji SVG via jsDelivr) instead of a bare initial:
Groceries 🛒 Food 🍔 Fuel ⛽ Health 💊 Subscriptions 💻
Shopping 🛍 Utilities 💡 Cash 🏧 Debt 💳 Wallets 📱 Fees 🏦
Income/transfer rows use flow-type icons (💰 income, 🔁 self-transfer).
Resolution chain: Brandfetch brand logo -> category Twemoji -> coloured
initial. Brand logo onerror also falls back to the category emoji.
Call sites pass {category} (merchants/breakdown) or {flowType} (ledger).
- web/logos.js: high-precision alias map (description regex -> brand domain)
feeding the Brandfetch logo CDN; only attaches a logo when a merchant
confidently maps to a known brand, else a coloured-initial fallback.
- Logos rendered in: top-merchants list, category breakdown rows, ledger.
- scripts/resolve-logos.mjs: offline resolver (alias + Brandfetch search) that
measures coverage and writes merchant-logos.json. Current: 33 brands cover
~35% of expense txns (Uber, MercadoPago, Apple, Rappi, Santa Isabel, Copec,
etc.); the long tail is local businesses with no brand -> fallback.
- Client ID is public (CDN); no secret key in the repo.
The 2024-era CuentaRUT cartola wraps the ABONOS O DEPOSITOS header across
three lines and splits each transaction (docno / description / amount+date)
across multiple lines, so the old same-line header+row detection found 0
transactions. Rewrote row assembly as docno-delimited blocks with tolerant
column detection (ABONOS position recovered from neighbouring lines).
Recovers 12 transactions from the backfill statement; all 2025 statements
parse identically (36/5/36/12/36/29/2/5 unchanged). Backfill now 2375 txns.
- parsers/parse_backfill.py: decrypts staging tree, parses Santander /
Banco de Chile / Tenpo / BancoEstado / CopecPay into a SEPARATE
web/ledger-backfill.json (2363 txns, 2018-01 to 2024-12, 480 statements)
- web/engine.js: dashboard now honors ?ledger=<file>.json so the backfill
can be reviewed via dashboard.html?ledger=ledger-backfill.json without
touching the live ledger.json
- .gitignore: exclude documents/ (decrypted bank PDFs must never be committed)
Remove cleanDesc() stripping in breakdown accordion, top merchants,
tooltip rows, and Ledger table — descriptions now show verbatim as they
appear in the source PDF so any transaction can be cross-referenced.
Debt repayments (TRASPASO A/DE DEUDA, TRASPASO POR CIERRE DE CUENTA) are
payments against an international credit card — the purchases already
happened on that card, only fees/interest are new costs. Reclassify from
expense → card_payment (internal) so they show in Cycles, not Spending.
Same for MACH Comercios→Servipag and PAGO EN SERVIPAG.COM* which are
Rappi card payments routed through Servipag, not utility bills.
- web/dashboard.html: overview dashboard with KPI cards, type breakdown
bars, entity list with accounts, movements table with filters, and a
slide-in origin/destination tree panel for any movement
- src/server.js: serve web/ as static files (GET /), add CORS headers
so the dashboard works from file:// too; default route is dashboard.html
Kavi