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feat(wellsfargo): increase default statement retrieval from 3 to 12 months#31

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taariq merged 1 commit intomainfrom
feat/wellsfargo-12-month-default
Mar 3, 2026
Merged

feat(wellsfargo): increase default statement retrieval from 3 to 12 months#31
taariq merged 1 commit intomainfrom
feat/wellsfargo-12-month-default

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@taariq taariq commented Mar 3, 2026

Summary

  • Changes the default --months value from 3 to 12 for the Wells Fargo bank statement processing skill
  • Updates run.py (new DEFAULT_STATEMENT_MONTHS = 12 constant, --months default and help text), skill.spec.yaml (default: 12), and SKILL.md (docs and example commands)
  • The minimum of 3 months is preserved; only the default changes

Test plan

  • Verify python3 scripts/run.py --help shows default of 12 and minimum of 3
  • Verify --months 3 still works (minimum enforced)
  • Verify omitting --months defaults to 12

Taariq Lewis, SerenAI, Paloma, and Volume at https://serendb.com
Email: hello@serendb.com

…onths

The 3-month default was too short for users who need a full year of
bank statement history. The minimum remains 3 months but the default
is now 12, matching typical annual review needs.

Taariq Lewis, SerenAI, Paloma, and Volume at https://serendb.com
Email: hello@serendb.com
@taariq taariq merged commit ee44c49 into main Mar 3, 2026
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@taariq taariq deleted the feat/wellsfargo-12-month-default branch March 3, 2026 06:24
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