feat(finance): add payment-reconciliation-pro skill - #119
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Adds a Mist skill that reconciles Fluid's internal payment ledger against each connected PSP, gateway, and APM for a given company and timeframe. Uses Rails runner to access date-filtered transactions and decrypted credentials, then calls Stripe, Braintree, dLocal, PPRO, Citcon, and PayPal APIs directly to compare counts, amounts, and statuses. Outputs a clean terminal report and saves to file. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…ent parameter Add a required environment prompt (sandbox vs production) so the skill never silently defaults to one or the other. Threads the SANDBOX flag through the Rails runner to filter payment accounts accordingly, and updates the notes section to document the requirement. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
New skill with multi-PSP coverage, root cause classification (8 named causes with severity), per-discrepancy action items with owner, and a richer HTML report including a PSP summary grid and collapsible detail tables. Original payment-reconciliation skill left intact. Also fixes output path to ~/Desktop in the original skill. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Summary
finance/payment-reconciliation-pro.md— a new, more powerful version of the reconciliation skillfinance/payment-reconciliation.mdleft intact; only change is output path/tmp→~/DesktopWhat's new in Pro
Multi-PSP - Stripe (with
expand[]=data.chargesfor richer diagnostics), Braintree, dLocal, PayPal fully instrumented. PPRO/Citcon/unknown surface Fluid-side totals with a manual reconciliation note.Root cause classification - every discrepancy classified into one of 8 named causes with severity:
UNRECORDED_SUCCESS(HIGH) — Stripe succeeded, no Fluid recordSTATUS_DISAGREEMENT(HIGH) — matched by ID but statuses disagreePSP_DISPUTE(HIGH) — charge disputed in StripeAMOUNT_DELTA(MEDIUM) — matched but amounts differORPHANED_REFUND_ID(MEDIUM) — refund ID stored as transaction IDGATEWAY_TIMEOUT(MEDIUM) — no PSP ID returned, likely pre-auth failurePSP_DIRECT_CHARGE(LOW) — in PSP not Fluid, created outside Fluid flowUNRESOLVED_DECLINE(LOW) — Fluid declined, no PSP recordAction items - numbered, severity-sorted list with specific next steps and suggested owner (Engineering / Finance / Support).
Richer HTML report - PSP coverage summary grid, action items above detail tables, collapsible per-cause tables, matched-and-clean count.
Rails fallback - explicit Path A (Rails runner) and Path B (Fluid API) so it runs without gem install.
Test plan
~/Desktoppayment-reconciliation.mdstill runs correctly🤖 Generated with Claude Code