role: user

text: can you pull new messages and the attachments and parse them?


role: assistant

text: Using the `messages` workflow here: I’m syncing Lisa’s latest thread first, then I’ll inspect any new attachments locally and summarize what they contain.


text: Now I’m pulling just the latest slice of Lisa’s chat with attachment metadata, so I can inspect any new files without scanning anything broad.


text: There are two new PDFs from Lisa. I’m checking whether they contain embedded text first; if they do, I can parse them directly instead of OCR theater.


text: `pdfinfo` isn’t installed. I’m falling back to the lighter local tools first, then I’ll use Python only if the PDFs are textless.


text: These look like scanned/image PDFs, not text PDFs. I’m checking the local Python stack for a reader/OCR path before I start rendering pages by hand.


text: The two PDFs are byte-for-byte identical, so I only need to OCR one of them. I’m rendering that page and extracting the text now.


text: OCR is chewing, but it’s bounded to a single page. I’m letting it finish rather than restarting and making a mess.


text: I have the attachment content. I’m doing one tighter pass just to extract the category totals cleanly, because the raw OCR dump is noisy.


text:
Yes.

New Lisa messages:
- `2026-03-10 14:14 CT`: she says to go ahead and take the cash from the Cap One account.
- She says the current Cap One balance is `$69,442.50`.
- She says she attached a spreadsheet showing household expenses, additional Karl-specific expenses, your mom’s rent, and Juno’s/Lisa’s discretionary expenses.
- She still does not have the Garcia numbers, has asked again, and will pass them along.
- She says Allison Gerli was recommended to her as well, and she is fine moving forward with Allison.

New attachments:
- `Feb20-Mar926.pdf`
- `Feb12-Mar926.pdf`

Attachment parse:
- They are byte-for-byte identical. Same document sent twice under two filenames.
- It is a one-page categorized spending summary PDF.
- OCR total: `$19,249.85`

Parsed bucket totals from the PDF:
- `Kay Care`: `$5,500.00`
- `Karl Expenses`: `$2,349.02`
- `Medical`: `$1,574.00`
- `Health & Wellness`: `$1,435.00`
- `Auto & Transport`: `$1,381.92`
- `Mortgage`: `$1,125.50`
- `Bills & Utilities`: `$1,040.20`
- `Credit Card Payment`: `$964.00`
- `Groceries`: `$729.92`
- `Shopping`: `$721.42`
- `Pets`: `$440.80`
- `Home & Garden`: `$421.11`
- `Dining & Drinks`: `$396.59`
- `Travel & Vacation`: `$345.00`
- `Taxes`: `$339.00`
- `Entertainment & Recreation`: `$172.87`
- `Personal Care`: `$146.67`
- `Fees`: `$70.83`
- `Charitable Donation`: `$52.00`

A few notable line items visible in the OCR:
- `Kay Care` is a `$5,500` Apple Card payment on `2026-02-19`.
- `Home & Garden` includes `Check 583 garcia` for `$225` on `2026-03-03`.
- `Auto & Transport` includes `Safelite AutoGlass` for `$700` and a `Car payment` for `$405.27`.
- `Health & Wellness` includes repeated `Lisa therapy` Venmos and `Juno therapy` charges.
- `Karl Expenses` is a long list of SF food, Lyft, Walgreens, OpenAI, Target, and similar day-to-day items totaling `$2,349.02`.

If you want, I can do either of these next:
1. draft your reply to Lisa, or
2. turn this PDF into a cleaner normalized table in the repo so we can compare it against your Apple Card report.


text: we should reply to her thanking her for the numbers and ask her to reach out to the mediator for next steps.


text: I’m drafting this as a short exact text and saving it to the outbox so we can send it verbatim if you want.


text:
Draft saved at `outbox/messages/2026-03-10_to_lisa_thanks_numbers_and_reach_out_to_allison.txt`:

```text
Thank you — the numbers are helpful.

And thank you for following up on Garcia.

Since Allison Gerli was recommended to both of us, would you be willing to reach out to her about next steps and let me know what she says?
```

If you want a tweak, I’ll edit it. If you want it sent exactly, say `send exactly this`.