heezy-finance - Data Sources

All data lives in the heezy Postgres database on big-boi (192.168.1.21:5432).

Three Data Sources

heezy-finance ingests from three independent sources: email orders, physical receipts, and bank transactions.

Orders (Gmail + Ollama)

• Source: Email order confirmations (Amazon, eBay, Woot, etc.)
• Ingested by: amazon_orders.py in heezy-finance container
• Tables: orders, order_items
• Current count: 161 orders, 202 line items
• Categorization: Ollama llama3.2:3b classifies each item on ingest

Receipts (OCR + Categorization)

• Source: Physical receipts photographed via receipts.heezy.info
• Ingested by: Receipts service - AWS Textract OCR + Ollama categorization
• Tables: receipts, receipt_items
• Current count: 43 receipts, all with date_ts
• Date column: date_ts (timestamptz) - canonical date for filtering and display
• Merchant column: merchant_normalized - standardized lowercase with aliases
• Payment method: payment_type - set manually per receipt (e.g., cash, CC, debit)

Bank Transactions (Statement Parser)

• Source: Bank of America + Capital One PDF statements
• Ingested by: /opt/statement-parser/ingest.py on big-boi via NFS ingest pipeline
• Ingest frequency: Every 5 minutes
• Upload method: scp to /nfs/heezy/ingest/raw/statements/new/ on big-boi
• Tables: bank_statements, bank_transactions
• Current count: 7 statements (BoA Jan-May 2026, Cap1 Q1 2026), 134 transactions
• Auto-populated fields:
• category - rule-based keyword classifier
• merchant_normalized - standardized merchant names
• Pending: Credit card statements (Phase 2)

Dashboard Integration

All three sources are unified in get_all_purchases() in app.py:

Source	Date field used	Filter
orders	order_date (RFC 2822 parsed)	all
receipts	date_ts (timestamptz)	date_ts IS NOT NULL
bank_transactions	date (DATE)	type=debit, category NOT IN (Transfer, Income)