→ the link goes from this record; ← it comes from the other one. These are the edges the build gives the app. A name in the text is only a match on the words and is never treated as a link.

Comments

Comments are added in the local viewer; this copy is read-only.

Document

documents/appraisal-jewelry-2024.pdf →

documentclean 2 pages

Why it exists

near_duplicate Each current policy sits next to last year's. Peg has an old and a new passport. Two diamond solitaire rings, hers and her mother's. Old and new doses of the same drug. Two jewelry appraisals eight years apart, whose names no longer say which is current. Two years of the accountant's summary. The 2019 wills and the 2003 ones are both still in the grey box, per two notes. Not every expired policy is labelled as such any more; the dates say it.

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

mismatch The 2026 valuables schedule lists the sapphire ring at $4,600, its 2017 purchase price. Every other item was updated to the September 2024 appraisal, which values the ring at $6,800. The ring is under-insured by $2,200. The appraisal is right about the value; the schedule is right about what is insured.

Story, 2024-09-17: The jewelry is reappraised. The valuables schedule is updated that December, except for one ring.

Questions that use it

q099 I want the same inventory for the Madison house. Everything of value, please. q100 How many pieces of jewelry do I have recorded, and how many of them have been appraised? q101 What is the jewelry worth altogether? q102 What is Ray's Omega worth? q104 Is the sapphire ring insured for what it is worth?

In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh retired-couple.

One step out

As the app receives it

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_document",
 "id": "n_doc_appraisal_jewelry_2024",
 "createdAt": "1726828260000",
 "name": "Jewelry appraisal, Solheim - September 17, 2024"
}

{
 "$type": "n_type_file",
 "id": "n_doc_appraisal_jewelry_2024_file_1",
 "uri": "persona-file:documents/appraisal-jewelry-2024.pdf",
 "createdAt": "1726828320000",
 "thumbnail_600": "persona-thumb:documents/appraisal-jewelry-2024.pdf",
 "mime_type": "application/pdf"
}

Source

personas/retired-couple/records/documents.yaml:199

- id: doc-appraisal-jewelry-2024
  kind: document
  created: 2024-09-20
  folder: folder-appraisals
  about: [ingrid-solheim]
  name: Jewelry appraisal, Solheim - September 17, 2024