docs(plan): refresh the v0.2 plan as a handoff document - #16
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The plan was written before Phase 0 shipped and before the corpus was fully surveyed, so it neither said what was already done nor mentioned a fourth issuer. A fresh agent picking it up would have re-derived both. Adds a status block (what is merged, what is open), an issuer matrix stating exactly where each of the four issuer/format pairs stands and what blocks it, and two new findings: - B-1: Barclaycard statements are digital text, but use a two-column magazine layout, so extract_text() interleaves transactions with marketing copy from the facing column. That is a reading-order problem needing x-position clustering, not the header/date/sign problem HSBC and AMEX have, and it deserves its own task rather than being folded into theirs. - B-2: parse_date returns the first pattern that parses, so %m/%d/%Y is unreachable for any day <= 12. A US-format export would not fail cleanly; about half its rows would parse wrongly and the rest correctly, which is worse than rejecting the file. Day-first versus month-first has to be stated, the way the sign convention is. Records the extractor architecture decision - one pipeline taking an injected Dialect record, rather than a class per statement type - with the reasoning for composition over inheritance and the rules that keep it from becoming a class tree by other means. It is written down now because the PDF layout work is next, and that is the moment the seam is free. The corpus is referenced without a path: this repository is public, and the statements are the developer's own. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RYgbBDgmuiRTGt5QNo6313
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Makes
docs/plans/2026-08-29-v0.2-currency-investments-plan.mdself-contained enough to hand to a fresh agent.Adds:
%m/%d/%Yis unreachable for any day ≤ 12, so a US-format export parses ~half its rows wrongly rather than failing cleanlyDialect, not a class per statement type, with the composition-over-inheritance reasoning and the guardrailsCorpus is referenced without a path — this repo is public and the statements are personal. The doc says to ask the owner, and states the never-commit rule explicitly.
Docs only; no code changes.
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https://claude.ai/code/session_01RYgbBDgmuiRTGt5QNo6313