Objective

Update the scheduled accounting recap finance-control routine so the Litify reconciliation no longer over-flags referral, split-fee, individual-resolution, or duplicate-financial-credit situations, then rerun the current recap set and include ADP payroll plus Outlook AMEX evidence in a deliverable audit report.

Accomplished

• Updated /Users/samaguiar/Documents/Projects/routines-build/routines/local-mac/accounting_recap_finance_control/reconcile-recaps-litify.py to include RFR rows, live referral reads, raw recap context, fee split context, individual resolution matching, and duplicate/paid-to-others coding review outputs.
• Added ADP payroll analysis for /Users/samaguiar/Documents/Projects/admin/scratch/accounting-recap-finance-control/ADP/PayrollDetail.xlsx; the PDF is tracked as source evidence when present.
• Added Outlook AMEX capture across Sam and Accounting mailboxes.
• Added deliverable finance audit generation with action items, severity, evidence paths, suppressed false positives, and bank-statement freshness gaps.
• Added slash command pointer files for /accounting-audit-30d, /accounting-audit-14d, /accounting-audit-7d, and /accounting-audit-72h under both commands/ and .claude/commands/.

Current Runs

• 75-day second-pass run: /Users/samaguiar/Documents/Projects/admin/scratch/accounting-recap-finance-control/runs/2026-06-12T161051-0400-second-pass-2026-06-12
• Clean 30-day audit run: /Users/samaguiar/Documents/Projects/admin/scratch/accounting-recap-finance-control/runs/2026-06-12T171005-0400-slash-accounting-audit-30d-clean
• Current 30-day report: /Users/samaguiar/Documents/Projects/admin/scratch/accounting-recap-finance-control/runs/2026-06-12T171005-0400-slash-accounting-audit-30d-clean/reports/finance-audit/audit-report.md
• Current action CSV: /Users/samaguiar/Documents/Projects/admin/scratch/accounting-recap-finance-control/runs/2026-06-12T171005-0400-slash-accounting-audit-30d-clean/reports/finance-audit/action-items.csv

Key Results

• 75-day refined Litify issues dropped from 3 to 0.
• Dropped false positives: MAT-25090465511, MAT-23110163266, and MAT-25112165858.
• One coding review note remains for MAT-25090465511 because the old fee-date flag was suppressed, but paid-to-others / duplicate financial-credit coding still merits review.
• Clean 30-day report found 8 action items: 6 review items and 2 data gaps.
• Clean 30-day audit included 20 recap PDFs, 17 Outlook AMEX messages, ADP payroll with 2,958 payment rows, and live Litify reconciliation with 0 remaining Litify issues.

Pending / Attention