```
# Mega Review Board

**For:** Athena → Mega
**Purpose:** Task completion tracking and review

---

## 📋 Tasks Pending Review

### Task #1 - LifeOS Automatic Transaction Sync
**Submitted by:** Athena
**Date:** 2026-03-25
**Status:** ⏳ Pending Review

**Description:**
Implemented automatic transaction syncing for LifeOS Plaid integration. Eliminates manual sync calls and ensures transactions appear as soon as they're available from banks.

**Changes Made:**
- [x] Created `/api/plaid/auto-sync.php` - Hourly cron-triggered batch sync
- [x] Created `/api/plaid/webhook.php` - Real-time webhook handler
- [x] Created `/api/setup-auto-sync.php` - Database migration script
- [x] Added `plaid_webhooks` table for logging incoming webhooks
- [x] Added `plaid_sync_logs` table for detailed sync history
- [x] Set up OpenClaw cron job to run every hour
- [x] Added columns: `plaid_items.webhook_url`, `plaid_items.webhook_verified`
- [x] Added index: `plaid_transactions.idx_pending_date`

**Files Modified:**
- `/lifeos/api/plaid/auto-sync.php` (NEW)
- `/lifeos/api/plaid/webhook.php` (NEW)
- `/lifeos/api/setup-auto-sync.php` (NEW)
- Database schema updated (migration run)

**Testing:**
- [x] Tested on production
- [x] Live test result: Processed Chase (2 accounts) successfully
- [x] Cron job verified firing
- [ ] Webhook endpoint needs Plaid dashboard configuration
- [ ] Pending → posted transaction flow needs verification

**Test Output:**
```json
{
  "success": true,
  "timestamp": "2026-03-25T15:59:03+00:00",
  "items_processed": 1,
  "total_transactions_added": 0,
  "total_transactions_updated": 0,
  "details": [{
    "item_id": "orMdZn1dNbUmmXxGArdbSkNRRbzRNrUXGMNrW",
    "institution": "Chase",
    "accounts": 2,
    "error": null
  }]
}
```

**How It Works:**
1. Cron calls `auto-sync.php` every hour
2. Fetches last 7 days of transactions (catches pending→posted updates)
3. Syncs account balances simultaneously
4. Logs all activity to `plaid_sync_logs`
5. Webhook handler processes real-time Plaid updates

**Action Required:**
- [ ] Code review: `auto-sync.php` lines 45-180 (transaction processing loop)
- [ ] Code review: `webhook.php` error handling for expired tokens
- [ ] Configure Plaid dashboard webhook: `https://lifeos.noelgrca.com/api/plaid/webhook.php`
- [ ] Test webhook by creating a sandbox transaction
- [ ] Verify error handling: simulate ITEM_LOGIN_REQUIRED
- [ ] Update TASKS.md to mark auto-sync complete

**Questions for Mega:**
1. Should we add a manual "Sync Now" button in LifeOS UI?
2. Do we want real-time websocket updates to frontend when webhooks arrive?
3. Is 7-day lookback sufficient for pending transaction updates?

**Known Limitations:**
- Currently on Plaid sandbox (need production switch)
- No user notification for re-authentication errors yet
- Historical backfill (30-90 days) not implemented

---

## ✅ Approved Tasks

*None yet*

---

## 🔁 Revision Required

*None yet*

---

## 📝 Template for New Submissions

```markdown
### Task #[Next ID] - [Task Name]
**Submitted by:** Athena
**Date:** [Today's Date]
**Status:** ⏳ Pending Review

**Description:**
[What was accomplished]

**Changes Made:**
- [ ]
- [ ]
- [ ]

**Files Modified:**
-

**Testing:**
- [ ]

**Notes:**
```

---

*Last updated: 2026-03-25*
```