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Pennylane integration

Status: Placeholder — to be developed. Last reviewed: —

Scope

Pennylane (French cloud accounting) sync: dual access model (Redshift Data Sharing + REST API v2), per-company tokens, cursor pagination, PDF download with fresh-URL handling, incremental ETL with checkpointing, hash-based integrity validation. How apps/pennylane_sync/ is wired and when to use which access path.

Sources to mine when writing this

  • apps/pennylane_sync/ — current implementation.
  • The reusable bundle (temp/pennylane_reusable/ or wherever it landed) — extracted from the penlane_tst prototype, contains the dual-backend abstraction and ETL patterns.
  • roadmap/done/meta-finance-captable-planning-session.md — context on what was extracted and why.