# Memory (consolidated) — auto-generated by sync_memory.py Last synced: 2026-04-29 20:29 # People & Contacts ## Burgess Hodgson (BH) — Accountants - **Jamie Wells** — main contact, progressing A1/S1 certs with HMRC - **Matthew** — also on A1/S1 matter - **Credit control** — asked 11 Apr to reissue EAW/Webdadi invoice to CPS ## Webdadi (in liquidation) - **Rachel** — handles payment/admin; on leave until Mon 13 Apr; needs to update 3CX payment card - **Guy Insull** — informed about 3CX renewal and old invoices ## Crescent Stables (1-8, SW15 2TN) - **Ian** — owner/occupier of Cardioscan; owes CPS £973.47 (INV-0337) for property owners insurance - **Carol & Michael** — received insurance confirmation from Oliver ## Spain / Translation - **JOSÉ ÁNGEL MARTÍNEZ MURO** (José) — jmartinezmu@icam.es — Abogado / Spanish Tax attorney; sworn translator for Oliver's Spain move documentation - Employment letter sworn translation requested: **30 Mar 2026 at 11:02** (ojc@chappleproperty.co.uk) - Cicely's boarding pass and Agencia Tributaria authority docs also sent - Last reply from José: **19 Mar 2026** (unrelated matter) — **no reply to translation request — 15 days outstanding as of 14 Apr 2026 — CHASE URGENTLY** - **Cicely** — Oliver's child; boarding pass sent to José for Spain documentation ## Insurance - **James Hallam** — insurance broker, Crescent Stables property owners insurance; confirmed paid ✅ - **AbbeyGate Insurance** — Oliver's broker for Volvo; contact via WhatsApp to confirm claim submission ## Quantuma - Insolvency practitioners handling Webdadi liquidation - Check with them whether to renew 3CX given Webdadi closing 23 Apr # Active Projects ## Spain Relocation - Move-in: 1 May 2026 - Rental contract signed and returned ✅ - **A1 Certificate** — HMRC confirmed issued (Rob Field BH, 21 Apr). BH will share it + lodge formal complaint re: delays. **When received → forward to JAM immediately** | Deadline: ASAP - Rob Field: RJF@burgesshodgson.co.uk - Needed for Beckham Law / Agencia Tributaria - **Sworn translation / Requerimiento** — JAM submitted Requerimiento answer to AEAT for Oliver + Cicely 15 Apr. Translations delivered 17 Apr. Ball with AEAT — no reply needed to JAM. - Outstanding: await translator invoice + JAM invoice (€145.20 = €120 + 21% VAT, payable on completion) - JAM: jmartinezmu@icam.es - **Pay JAM** — await translator invoice on completion, then arrange payment ## Volvo Insurance Claim - Generali received documents; missing current year's circulation tax document (IVTM) + proof of payment - **Action:** locate IVTM receipt → send to Generali, copy AbbeyGate - Fulvia Maria Gutan: fulvia@abbeygatesecure.com | fulvia@abbeygateinsure.com | +34 634 34 37 62 - Contact AbbeyGate via WhatsApp (not email) ## Crescent Stables / Cardioscan (1-8 Crescent Stables, SW15 2TN) - Property owners insurance renewed with James Hallam — paid ✅ - Invoice INV-0337 (£973.47) outstanding — Ian Cunningham replied 19 Apr: chasing accounts payable in Australia. Chased again 22 Apr. Monitor to end April. - Ian Cunningham: ian.cunningham@cardioscan.co.uk | +447876147496 ## Crescent Stables — Potential Buyer - Rob Field (RJF@burgesshodgson.co.uk) emailed 21 Apr: has interested buyer, given address + tenant-in-situ details - **Oliver to reply with price range** — ASAP ## Renters' Rights Act — CPS Tenancy Review - From 1 May 2026: new eviction rules (valid reason + evidence required) + new rent increase process required - **Review Crescent Stables tenancy agreements** | Deadline: 1 May 2026 - CIA/Farillio flagged 21 Apr ## Burgess Hodgson — Invoice C807 - Replacement invoice C807 issued to CPS by Zoe Knott (creditcontrol@burgesshodgson.co.uk) - Cancels invoice 358584 on E340 (Estate Agent Websites / Webdadi) - **Locate in Outlook** (email ID 56033, Exchange inbox) and pay ## PAYE / Payroll — NT Tax Code Issue - Oliver wants NI in UK (for A1 certs) but not PAYE as non-tax-resident - **Awaiting BH response** - Teddy Djoudi: tmd@burgesshodgson.co.uk | Richard Lewis: RTL@burgesshodgson.co.uk ## Webdadi UK Holdings — VAT Deregistration + MVL - Teams meeting with Rob Field 16 Apr: (1) MVL winding up, (2) VAT removal to avoid penalties on nil returns, (3) Corp tax 2024 query - **ON HOLD** — awaiting BH advice | Review by: 30 Apr 2026 - Rob Field: RJF@burgesshodgson.co.uk | Julie Body: jab@burgesshodgson.co.uk --- ## Archived Projects ### Webdadi Liquidation ✅ - Liquidation date: 23 April 2026 — Quantuma handling - SoA, S100, Deemed Consent all signed via DocuSign ✅ - Quantuma invoice paid (Corallea confirmed 13 Apr) ✅ - 3CX renewal no longer relevant — Webdadi liquidated ### Allica Bank Switch ✅ - New business account open ✅ - Current Account Switch completed ✅ (10 Apr 2026) - Lloyds business account closed (15 Apr 2026) ✅ # Glossary — Decoder Ring ## Acronyms & Abbreviations | Term | Full Meaning | Notes | |------|-------------|-------| | CPS | Chapple Property Services | Oliver's property management business | | BH | Burgess Hodgson | Accountants — Jamie Wells and Matthew are main contacts | | A1 | HMRC Certificate A1 | Proves paying UK NI while working abroad (EU/Spain) | | S1 | HMRC Certificate S1 | Entitles holder to healthcare in EU country of residence | | SoA | Statement of Affairs | Webdadi liquidation document — signed via DocuSign 11 Apr | | S100 | Deemed Consent document | Webdadi liquidation document — signed via DocuSign 11 Apr | | EAW | Invoice reference at BH | Used for Webdadi-related invoice reissue to CPS | | INV-0337 | Invoice number | Cardioscan/Ian invoice £973.47 — property owners insurance | ## Tools & Services | Name | What it is | |------|-----------| | Xero | Cloud accounting — used by CPS for invoicing | | 3CX | VoIP phone system — renewal due 2 May 2026, data lost if unpaid | | Pipedream | Automation/integration platform — Ollie's workspace is "ollierc" | | Confluence | Atlassian knowledge base — connected to Pipedream (currently erroring) | | GoDaddy | Domain registrar — new device login alert 11 Apr | | Allica Bank | New business bank account — Current Account Switch underway | | Agencia Tributaria | Spanish tax authority | ## Companies | Name | Role | |------|------| | Webdadi | IT/web services provider — in liquidation, date 23 Apr 2026 | | Quantuma | Insolvency practitioners handling Webdadi liquidation | | Burgess Hodgson | Accountants — also handling A1/S1 certs with HMRC | | James Hallam | Insurance broker — property owners insurance, Crescent Stables | | AbbeyGate Insurance | Insurance broker — contact via WhatsApp (not email) | | Generali | Insurance company — Volvo car claim | | Cardioscan | Business at 1-8 Crescent Stables, SW15 2TN — Ian is contact | # Judgement Rules — Accumulated Email Triage Rules # Built up over sessions by the email-manager skill. # Each rule encodes a pattern that proved reliable enough to apply automatically. # Rules are applied in order; earlier rules take precedence. # Managed by JUDGEMENT_IMPROVEMENT_PROMPT.md Step 6. # --- ## Positive Rules (Relevant / Monitor) | Rule ID | Pattern | Verdict | Source | Date Added | |---------|---------|---------|--------|------------| | J001 | Sender domain: @quantuma.com | 🟢 RELEVANT | Webdadi insolvency practitioners | seed | | J002 | Sender domain: @burgesshod.co.uk | 🟢 RELEVANT | Accountants BH — Jamie Wells, Matthew | seed | | J003 | Sender: jmartinezmu@icam.es | 🟢 RELEVANT | José — Spanish tax attorney, sworn translator | seed | | J004 | Subject or body references "Crescent Stables" or "SW15 2TN" | 🟢 RELEVANT | Property managed by CPS | seed | | J005 | Sender domain: @allica.bank or @allicabank.co.uk | 🟢 RELEVANT | New business bank account | seed | | J006 | Subject or body references "A1" or "S1" certificate | 🟢 RELEVANT | HMRC Spain relocation docs | seed | | J007 | Sender domain: @3cx.com or @3cx.net | 🟢 RELEVANT | VoIP renewal due 2 May 2026 | seed | | J008 | Sender domain: @generali.* | 🟢 RELEVANT | Volvo insurance claim | seed | | J009 | References "Webdadi" or "INV-" invoice numbers | 🟢 RELEVANT | Active liquidation matter | seed | | J010 | Unknown sender + references any of Oliver's properties or postcodes | 🟡 MONITOR | Could be tenant, contractor, or authority | seed | | J011 | Unknown sender in Spanish or from Spanish domain + .es TLD | 🟡 MONITOR | Spain relocation context — could be legal/tax | seed | ## Negative Rules (Discard) | Rule ID | Pattern | Verdict | Source | Date Added | |---------|---------|---------|--------|------------| | N001 | Subject contains "% off" AND sender not in contacts | 🔴 DISCARD | Retail marketing | seed | | N002 | Sender is noreply@* AND subject contains "newsletter" or "digest" | 🔴 DISCARD | Automated marketing | seed | | N003 | Sender domain: mailchimp.com, sendgrid.net, klaviyo.com | 🔴 DISCARD | Bulk mail platforms | seed | | N004 | Sender domain: @fitbit.com (any inbox) | 🔴 DISCARD | Oliver confirmed Fitbit mail is spam on ochapple@btinternet.com — remove from any whitelist | 23 Apr 2026 | | N005 | Sender domain: @interski.co.uk (any inbox) | 🔴 DISCARD | Oliver confirmed Interski emails are not important — do not surface for monitoring | 23 Apr 2026 | ## Notes - Rules are additive — new rules appended at the bottom of each section - Conflict resolution: positive rules beat negative rules for known contacts/projects - Any rule that produces 2+ false results should be reviewed and revised # Irrelevance Signals — Negative Knowledge Base # Domains and senders consistently producing noise/spam for Oliver's three accounts. # Populated by the email-manager skill during sessions, or when Oliver says "add to spam list". # Used by JUDGEMENT_IMPROVEMENT_PROMPT.md Step 2e to fast-track 🔴 DISCARD verdicts. # --- | Domain / Sender | Signal Type | Date First Seen | Notes | |-----------------|-------------|-----------------|-------| | `fitbit.com` / `noreply@fitbit.com` | marketing / dormant-account | 23 Apr 2026 | Oliver confirmed spam — auto-🔴 DISCARD. Remove from any whitelist. Inbox: ochapple@btinternet.com. | | `interski.co.uk` / `staffing@interski.co.uk` | unsolicited / not-important | 23 Apr 2026 | Oliver confirmed not important — auto-🔴 DISCARD regardless of inbox. Inbox seen: ochapple@btinternet.com. |