compile

name	compile
description	Generate a monthly categorized budget JSON by running fetch + recompile, then classifying leftovers and forecasting partial months. Use when the user asks to generate, create, or analyze a monthly budget, expenses, or income.

Compile Budget

Full monthly pipeline. {household} (e.g. trevo) scopes all data under resources/{household}/. Output is the canonical flat array in SCHEMA.md at resources/{household}/{YYYY-MM}/expenses/result/budget_{mmm}_{YYYY}.json.

Pipeline

node plugins/open-personal-finance/scripts/fetch.mjs     --household {h} --month {YYYY-MM}
node plugins/open-personal-finance/scripts/recompile.mjs --household {h} --month {YYYY-MM}
node plugins/open-personal-finance/scripts/audit.mjs     --household {h} --month {YYYY-MM}

1. /fetch → raw + split files. Each row is tagged _status (posted/pending). When a card bill closes, Pluggy re-issues its transactions as POSTED under new ids; fetch identifies those closed bills and removes the stale PENDING duplicates they leave behind (a PENDING credit row is dropped when a POSTED row with the same card/description/amount/date already supersedes it). It prints PENDING credit transactions remaining: N — genuine still-open charges are kept.
2. /recompile → builds the canonical budget: auto-classifies expenses/income from expenses_memory.md / income_memory.md, preserves any prior classifications, parses installment fields, enriches opaque descriptions, and carries the status (posted/pending) onto every row. Prints rows left unclassified.
3. /classify (or /categorize + /recognize for a first full pass) the unclassified rows so they consult memory, get classified, and persist new patterns. Re-run /recompile to apply the new patterns.
4. /forecast — for a partial month only, add provisional income (salary) and recurring fixed expenses as provisional: true rows. /recompile carries these forward and reconciles them as the real transactions post.
5. /audit → node .../audit.mjs --household {h} --month {YYYY-MM} (auto-fixes, retries). Audit always runs as the final step of every compile so the budget is validated on disk.
6. /advise → generates and sends the two Telegram messages (it calls /notify).

Reference

• expenses_memory.md — merchant → category/subcategory rules (drives auto-classification).
• income_memory.md — salary definitions, amount ranges, date windows, known income.
• Keep these current via /classify and /learn; they are the single source of truth, so the scripts never need per-month edits.