remove remaining todo
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TODO.md
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TODO.md
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@ -5,34 +5,6 @@ ordered roughly by priority within each section. Priority labels
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(`HIGH` / `MEDIUM` / `LOW`) mark items that deserve explicit
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(`HIGH` / `MEDIUM` / `LOW`) mark items that deserve explicit
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ranking; unlabeled items are "someday, if the mood strikes."
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ranking; unlabeled items are "someday, if the mood strikes."
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## Investigate: detailed 401(k) contributions data source
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Found a more detailed contributions screen on at least one
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employer-sponsored 401(k) provider portal - distinct from the
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standard positions/holdings view we already pull from. Worth
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investigating whether this unlocks better attribution than what
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we get from the positions CSV alone, and whether other 401(k)
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providers expose similar screens.
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Open questions to answer when picking this up:
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- Which screen specifically (path / URL within the portal)? Is there
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an export option, or is it view-only / scrape territory?
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- What fields does it expose (employee pre-tax, employer match,
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after-tax / mega-backdoor, by-pay-period dates, per-fund
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allocations)?
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- Refresh cadence - per-paycheck, daily, on-demand?
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- Can it be auto-discovered like the existing audit CSVs, or
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is it manual-entry territory?
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If the export is structured and recurring, this could feed a
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401(k)-specific contributions classifier that bypasses the lot-diff
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heuristic for that account, similar to how `cash_is_contribution`
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opts ESPP/HSA accounts into cash-based attribution.
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Related: ESPP-style accrual blind spot in the "Audit: manual-check
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accounts mechanism" section above.
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## Infra / performance
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## Infra / performance
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- **HTTP connection pooling.** Parallel server sync in `loadAllPrices`
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- **HTTP connection pooling.** Parallel server sync in `loadAllPrices`
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