@fuzzle/opencode-accountant 0.4.6 → 0.5.0

package/README.md

@@ -202,22 +202,18 @@ your-project/
 
 #### Workflow
 
-The `import-pipeline` tool provides an atomic, safe import workflow using git worktrees:
+The `import-pipeline` tool operates directly on the working directory:
 
 1. Drop CSV files into `{paths.import}` (default: `import/incoming/`)
-2. Run `import-pipeline` tool with optional provider/currency filters
+2. Run `import-pipeline` tool
 3. The tool automatically:
-   - Creates an isolated git worktree
-   - Syncs CSV files from main repo to worktree
-   - Classifies CSV files by provider/currency
+   - Classifies CSV files by provider/currency (creates import contexts in `.memory/`)
    - Extracts accounts from rules and creates declarations in year journal
    - Validates all transactions have matching rules
    - Imports transactions to the appropriate year journal
    - Reconciles closing balance (auto-detected from CSV metadata or data analysis)
-   - Merges changes back to main branch with `--no-ff`
-   - Deletes processed CSV files from main repo's import/incoming
-   - Cleans up the worktree
-4. If any step fails, the worktree is discarded and main branch remains untouched (CSV files are preserved for retry)
+   - CSV files move: `incoming/` → `pending/` → `done/`
+4. All changes remain uncommitted for inspection. If any step fails, partially processed files remain in place for debugging
 
 ### Statement Import
 

package/agent/accountant.md

@@ -82,71 +82,23 @@ Bash is FORBIDDEN for:
 
 **IMPORTANT:** You MUST use `import-pipeline` for statement imports. Do NOT edit journals manually, run `hledger import` directly, or move files with bash commands.
 
-The `import-pipeline` tool provides an **atomic, safe workflow** using git worktrees:
+The `import-pipeline` tool operates directly on the working directory:
 
 1. **Prepare**: Drop CSV files into `{paths.import}` (configured in `config/import/providers.yaml`, default: `import/incoming`)
-2. **Run Pipeline**: Execute `import-pipeline` (optionally filter by `provider` and `currency`)
-3. **Automatic Processing**: The tool creates an isolated git worktree and:
-   - Syncs CSV files from main repo to worktree
-   - Classifies CSV files by provider/currency
+2. **Run Pipeline**: Execute `import-pipeline`
+3. **Automatic Processing**: The tool:
+   - Classifies CSV files by provider/currency (creates import contexts in `.memory/`)
    - Extracts required accounts from rules files and updates year journal
-   - Validates all transactions have matching rules
+   - Validates all transactions have matching rules (dry run)
    - Imports transactions to the appropriate year journal
    - Reconciles closing balance (auto-detected from CSV metadata or data, or manual override)
-   - Merges changes back to main branch with `--no-ff`
-   - Deletes processed CSV files from main repo's import/incoming
-   - Cleans up the worktree
-4. **Handle Failures**: If any step fails (e.g., unknown postings found):
-   - Worktree is preserved by default at `/tmp/import-worktree-<uuid>` for debugging
-   - Main branch remains untouched
+   - CSV files move: `incoming/` → `pending/` → `done/`
+4. **After Pipeline**: All changes remain uncommitted in your working directory for inspection
+5. **Handle Failures**: If any step fails (e.g., unknown postings found):
+   - Changes remain in place for inspection (partially processed files stay in `pending/`)
    - Review error output for unknown postings with full CSV row data
    - Update rules file with `if` directives to match the transaction
-   - Re-run `import-pipeline`
-
-### Error Recovery and Worktree Preservation
-
-**Default Behavior:**
-
-- On success: Worktrees are automatically cleaned up
-- On error: Worktrees are preserved in `/tmp/import-worktree-<uuid>` for debugging
-- Worktrees in `/tmp` are automatically cleaned up on system reboot
-
-**Manual Recovery from Failed Import:**
-
-If an import fails and the worktree is preserved, you can:
-
-1. **Inspect the worktree:**
-
-   ```bash
-   cd /tmp/import-worktree-<uuid>
-   hledger check                    # Validate journal
-   hledger balance                   # Check balances
-   cat ledger/2026.journal           # View imported transactions
-   ```
-
-2. **Continue the import manually:**
-
-   ```bash
-   cd /tmp/import-worktree-<uuid>
-   # Fix any issues (edit rules, fix transactions, etc.)
-   git add .
-   git commit -m "Fix import issues"
-   git checkout main
-   git merge --no-ff import-<uuid>
-   ```
-
-3. **Clean up when done:**
-
-   ```bash
-   git worktree remove /tmp/import-worktree-<uuid>
-   ```
-
-4. **Or use the cleanup tool:**
-   ```bash
-   cleanup-worktrees                 # Removes worktrees >24h old
-   cleanup-worktrees --all true      # Removes all import worktrees
-   cleanup-worktrees --dryRun true   # Preview without removing
-   ```
+   - Re-run `import-pipeline` (use `--skipClassify true` if files are already classified)
 
 **Logs:**
 
@@ -155,13 +107,6 @@ If an import fails and the worktree is preserved, you can:
 - Log path is included in import-pipeline output
 - Review the log to understand what failed and why
 
-**Force Cleanup on Error:**
-If you prefer the old behavior (always cleanup, even on error):
-
-```bash
-import-pipeline --keepWorktreeOnError false
-```
-
 ### Rules Files
 
 - The location of the rules files is configured in `config/import/providers.yaml`
@@ -196,44 +141,39 @@ The following are MCP tools available to you. Always call these tools directly -
 
 ### import-pipeline
 
-**Purpose:** Atomic import workflow that classifies, validates, imports, and reconciles bank statements.
+**Purpose:** Import workflow that classifies, validates, imports, and reconciles bank statements.
 
 **Usage:**
 
 - Basic: `import-pipeline()`
-- Filtered: `import-pipeline(provider: "ubs", currency: "chf")`
-- With manual closing balance: `import-pipeline(provider: "revolut", closingBalance: "CHF 1234.56")`
+- With manual closing balance: `import-pipeline(closingBalance: "CHF 1234.56")`
 - Skip classification: `import-pipeline(skipClassify: true)` (if files already classified)
 
 **Arguments:**
 
-| Argument         | Type    | Default | Description                                        |
-| ---------------- | ------- | ------- | -------------------------------------------------- |
-| `provider`       | string  | -       | Filter by provider (e.g., `revolut`, `ubs`)        |
-| `currency`       | string  | -       | Filter by currency (e.g., `chf`, `eur`)            |
-| `skipClassify`   | boolean | `false` | Skip classification step                           |
-| `closingBalance` | string  | -       | Manual closing balance for reconciliation          |
-| `account`        | string  | -       | Manual account override (auto-detected from rules) |
+| Argument         | Type    | Default | Description                                                                    |
+| ---------------- | ------- | ------- | ------------------------------------------------------------------------------ |
+| `provider`       | string  | -       | Logger metadata (does not filter CSV selection — use classify step for that)    |
+| `currency`       | string  | -       | Logger metadata (does not filter CSV selection — use classify step for that)    |
+| `skipClassify`   | boolean | `false` | Skip classification step                                                       |
+| `closingBalance` | string  | -       | Manual closing balance for reconciliation                                      |
+| `account`        | string  | -       | Manual account override (auto-detected from rules)                             |
 
 **Behavior:**
 
-1. Creates isolated git worktree
-2. Syncs CSV files from main repo to worktree
-3. Classifies CSV files (unless `skipClassify: true`)
-4. Extracts accounts from matched rules and updates year journal with declarations
-5. Validates all transactions have matching rules (dry run)
-6. Imports transactions to year journal
-7. Reconciles closing balance (auto-detected from CSV metadata/data or manual override)
-8. Merges to main with `--no-ff` commit
-9. Deletes processed CSV files from main repo's import/incoming
-10. Cleans up worktree
+1. Classifies CSV files and creates import contexts (unless `skipClassify: true`)
+2. For each context (sequentially, fail-fast):
+   - Extracts accounts from matched rules and updates year journal with declarations
+   - Validates all transactions have matching rules (dry run)
+   - Imports transactions to year journal, moves CSV from `pending/` to `done/`
+   - Reconciles closing balance (auto-detected from CSV metadata/data or manual override)
+3. All changes remain uncommitted in the working directory
 
 **Output:** Returns step-by-step results with success/failure for each phase
 
 **On Failure:**
 
-- Worktree is discarded automatically
-- Main branch remains untouched
+- Changes remain in place for inspection
 - Error details include unknown postings with full CSV row data
 - Fix rules and re-run the pipeline