Sam asked to update the accounting recap folder now and put the process on a cron-style schedule. He noted that bank statements will be provided later and QuickBooks reports are not available yet, so the workflow needed to keep running without those optional sources.
Created a durable local routine at /Users/samaguiar/Documents/Projects/routines-build/routines/local-mac/accounting_recap_finance_control/. The routine wraps the prior Graph/PDF/Litify proofing scripts into a scheduled workflow with timestamped runs, a latest symlink, a latest-run.txt pointer, stage logs, JSON summaries, and a human-readable summary.md.
The sensitive local evidence store is /Users/samaguiar/Documents/Projects/admin/scratch/accounting-recap-finance-control/. That folder is ignored by Git. It now contains inbox folders for later bank statements and QuickBooks exports: bank-statements/inbox/ and quickbooks/inbox/.
Installed the Mac LaunchAgent at /Users/samaguiar/Library/LaunchAgents/com.aguiar.accounting-recap-finance-control.plist. It is loaded under label com.aguiar.accounting-recap-finance-control and runs daily at 7:30 PM local time.
Manual run completed successfully with a 75-day lookback. Latest run folder: /Users/samaguiar/Documents/Projects/admin/scratch/accounting-recap-finance-control/runs/2026-06-11T200812-0400-manual-2026-06-11.
Run counts: