[dezren39]

Queue task 2990 / issue #1057 — step 2+4 core of the charges auto-matcher (pure module first, collector wiring next).

What this adds

• pm-stack/aggregator/src/charges-match.ts — pure, deterministic matcher:
  • ChargeCandidate normalization for both sources (Plaid transactions and Gmail receipt/card alerts share the shape: date, merchant, amount, method).
  • Merchant normalization: strips * descriptors, id-like tokens (e.g. UC5DPA22Y4), filler (US, INC, .COM), and pure-digit tokens.
  • Cross-source dedupe on amount + normalized merchant + date within a 3-day window; Plaid is the source of record on a tie (row labelled Plaid, Plaid date/method win); Gmail-only rows labelled Gmail alert.
  • Service matching against hub service names/aliases (e.g. a ChatGPT charge labels as OpenAI); unmatched SaaS/AI-looking charges returned separately for the attention strip.
  • Non-positive candidates (refunds/inflows) ignored; no balances/debt data passes through — charge evidence only.
  • Deterministic: re-running a period republishes identical rows (the feed section is replaced, not appended), which is the idempotency the acceptance criteria require.
• pm-stack/aggregator/test/charges-match.test.ts — 10 fixture tests covering dedupe, window edges, aliases, unmatched surfacing, and rerun determinism.

Verified

• Step 1 (task 2990): Plaid connector connected (4 linked institutions); transactions-get shape verified live for a 14-day window. Gmail connector connected.
• Laptop: bun test test/charges-match.test.ts test/usage.test.ts — 31 pass. Files biome-formatted (treefmt-clean).
• tsc --noEmit in a fresh worktree reports only the pre-existing missing @types/bun in that worktree (no node_modules); no errors in the new files.

Remaining for #1057 (task 2990 stays open, parked with this resume point)

• Collector wiring in scripts/collect-fleet-feed.ts: Plaid read + Gmail alert read for the period, candidate normalization, persisted classification state so unmatched charges surface exactly once, feed charges section + attention surfacing.
• One live daily-collector run proving the /quota strip populates with no manual copying.

Refs #1057

---

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• pm-stack/aggregator/src/charges-match.ts
• pm-stack/aggregator/test/charges-match.test.ts

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[chatgpt-codex-connector]

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Review	Status	Commit	Review trigger
📝 Code Review	✅ Completed 2026-10-29T04:38:15.787315Z	62dde64	PR opened

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[chatgpt-codex-connector]

Preserve separate purchases from the same source

When two distinct Plaid transactions have the same merchant and amount within three days, this lookup merges them even though both are from Plaid. For example, two $20 OpenAI purchases on consecutive days, paid with different cards, produce only one $20 row; adding their Gmail alerts still leaves one row. The unconditional continue discards every additional observation after a source slot is occupied, silently understating charge evidence. Restrict cross-source matching to clusters whose slot for the incoming source is empty, preserving separate purchases and pairing their alerts one-to-one.

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