@fuzzle/opencode-accountant 0.8.1 → 0.9.0-next.1

package/README.md

@@ -101,6 +101,7 @@ paths:
 
 providers:
   revolut:
+    importOrder: 10
     detect:
       - filenamePattern: '^account-statement_'
         header: 'Type,Product,Started Date,Completed Date,Description,Amount,Fee,Currency,State,Balance'
@@ -115,6 +116,7 @@ providers:
       BTC: btc
 
   ubs:
+    importOrder: 0
     detect:
       # Note: UBS exports have a trailing semicolon in the header row, which creates
       # an empty field when parsed. The header must include a trailing comma to match.
@@ -167,6 +169,7 @@ providers:
 | `renamePattern`   | No       | Output filename pattern with `{placeholder}` substitutions |
 | `metadata`        | No       | Array of metadata extraction rules (see below)             |
 | `currencies`      | Yes      | Map of raw currency values to normalized folder names      |
+| `importOrder`     | No       | Numeric priority for import sequencing (default: `0`, lower imports first) |
 
 \* **Note on trailing delimiters:** If the CSV header row ends with a trailing delimiter (e.g., `Field1;Field2;`), this creates an empty field when parsed. The `header` config must include a trailing comma to account for this (e.g., `Field1,Field2,`).
 

package/agent/accountant.md

@@ -8,7 +8,7 @@ tools:
   bash: true
   edit: true
   write: true
-  # MCP tools available: import-pipeline, fetch-currency-prices
+  # MCP tools available: import-pipeline, fetch-currency-prices, hledger-mcp (read-only queries)
 permissions:
   bash: allow
   edit: allow
@@ -45,7 +45,7 @@ before performing any accounting task.**
 When working with accounting tasks:
 
 1. **Follow conventions precisely** - Use the exact patterns from `config/conventions/*.md`
-1. **Always validate** - Run hledger-fmt and hledger check after changes
+1. **Always validate** - Run hledger check after changes
 1. **Balance checking** - Ensure all transactions balance with `@ price` notation for conversions
 1. **File organization** - Keep transactions in appropriate year journals
 1. **Duplicate checking** - Take extra care to avoid duplicate transactions
@@ -60,25 +60,32 @@ You have access to specialized MCP tools that MUST be used for their designated
 | ----------------------- | ---------------------------------------------------- | --------------------------------------------------------- |
 | `import-pipeline`       | Full import workflow (classify → import → reconcile) | Manual file moves, `hledger import`, manual journal edits |
 | `fetch-currency-prices` | Fetching exchange rates                              | `curl` to price APIs, manual price entries                |
+| hledger MCP tools       | Read-only queries (balance, register, accounts, etc.) | `hledger bal`, `hledger reg`, `hledger print` via bash    |
 
 These tools handle validation, deduplication, error checking, and file organization automatically. Bypassing them risks data corruption, duplicate transactions, and inconsistent state.
 
 ## Bash Usage Policy
 
-Bash is allowed ONLY for **read-only operations**:
+Bash is allowed ONLY for:
 
-- **Validation**: `hledger check`, `hledger bal`
-- **Formatting check**: `hledger-fmt` (WITHOUT `--fix` - shows diff only)
-- **Queries**: `hledger print`, `hledger reg`, `hledger accounts`
+- **Validation**: `hledger check`
 - **File inspection**: `cat`, `head`, `tail`, `grep`
 
+For all hledger queries, use the hledger MCP tools instead of bash:
+
+- `balance` / `balancesheet` / `incomestatement` / `cashflow` for reports
+- `register` / `aregister` for transaction history
+- `print` for displaying transactions
+- `accounts` for listing accounts
+- `stats` / `activity` / `payees` / `descriptions` for analysis
+
 Bash is **FORBIDDEN** for:
 
-- **`hledger-fmt --fix`** - Mass-reformats files, destroys formatting
 - **`hledger import`** - Use `import-pipeline` tool instead
 - **Moving/copying CSV files** - Use `import-pipeline` tool instead
 - **Writing to files** - Use `edit`/`write` tools with user approval only
 - **Fetching prices** - Use `fetch-currency-prices` tool instead
+- **`hledger -f <file>`** - Never specify journal files explicitly; `.hledger.journal` includes all journals automatically
 
 ## Manual Editing Policy
 
@@ -97,7 +104,6 @@ Bash is **FORBIDDEN** for:
 
 ### Absolutely Forbidden
 
-❌ **NEVER run `hledger-fmt --fix`** - mass-reformats entire files
 ❌ **NEVER reformat existing transactions** - preserve exact spacing/separators
 ❌ **NEVER use `hledger print` to rewrite transactions** - changes formatting
 
@@ -105,7 +111,7 @@ Bash is **FORBIDDEN** for:
 
 1. **Use edit tool surgically** - change only necessary lines
 2. **Preserve formatting exactly** - match spacing, indentation, separators
-3. **Validate after**: Run `hledger check`, then `hledger-fmt` (no --fix) to verify no unintended changes
+3. **Validate after**: Run `hledger check` to verify no unintended changes
 
 ## Statement Import Workflow
 
@@ -128,6 +134,11 @@ The `import-pipeline` tool operates directly on the working directory:
    - Update rules file with `if` directives to match the transaction
    - Re-run `import-pipeline` (use `--skipClassify true` if files are already classified)
 
+⚠️ **On import failure, your role is investigator only:**
+- Investigate the error using read-only tools (hledger check, print, reg, file inspection)
+- Present findings and root cause analysis to the user
+- **NEVER manually edit journal files to fix import issues** — suggest the fix, wait for approval
+
 **Logs:**
 
 - Every import run generates a detailed log: `.memory/import-<timestamp>.md`

package/dist/index.js

@@ -17314,7 +17314,16 @@ function validateProviderConfig(name, config2) {
   if (Object.keys(currencies).length === 0) {
     throw new Error(`Invalid config for provider '${name}': 'currencies' must contain at least one mapping`);
   }
-  return { detect, currencies };
+  if (configObj.importOrder !== undefined) {
+    if (typeof configObj.importOrder !== "number") {
+      throw new Error(`Invalid config for provider '${name}': 'importOrder' must be a number`);
+    }
+  }
+  return {
+    detect,
+    currencies,
+    importOrder: configObj.importOrder
+  };
 }
 function loadImportConfig(directory) {
   return loadYamlConfig(directory, CONFIG_FILE2, (parsedObj) => {
@@ -25254,9 +25263,14 @@ async function importPipeline(directory, agent, options, configLoader = loadImpo
     executePreprocessFiatStep(context, contextIds, logger);
     executePreprocessBtcStep(context, contextIds, logger);
     await executeBtcPurchaseStep(context, contextIds, logger);
+    const importConfig = loadImportConfig(context.directory);
     const orderedContextIds = [...contextIds].sort((a, b) => {
       const ctxA = loadContext(context.directory, a);
       const ctxB = loadContext(context.directory, b);
+      const orderA = importConfig.providers[ctxA.provider]?.importOrder ?? 0;
+      const orderB = importConfig.providers[ctxB.provider]?.importOrder ?? 0;
+      if (orderA !== orderB)
+        return orderA - orderB;
       const isBtcA = ctxA.provider === "revolut" && ctxA.currency === "btc" ? 1 : 0;
       const isBtcB = ctxB.provider === "revolut" && ctxB.currency === "btc" ? 1 : 0;
       return isBtcA - isBtcB;

package/docs/tools/import-pipeline.md

@@ -348,10 +348,13 @@ See [reconcile-statement](reconcile-statement.md) for details.
 
 ### Sequential Processing (Fail-Fast)
 
-The pipeline processes contexts **one at a time**:
+The pipeline processes contexts **one at a time**, ordered by:
+
+1. **Provider `importOrder`** — lower values first (default: `0`). Configure in `providers.yaml` to control which provider imports first (e.g., UBS before Revolut).
+2. **BTC-last** — within the same `importOrder`, Revolut BTC contexts are sorted after fiat contexts (needed for fiat→BTC purchase matching).
 
 ```
-for each contextId:
+for each contextId (sorted by importOrder, then BTC-last):
   1. Load context
   2. Run steps 2-4 for this context
   3. If ANY step fails → STOP PIPELINE

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fuzzle/opencode-accountant",
-  "version": "0.8.1",
+  "version": "0.9.0-next.1",
   "description": "An OpenCode accounting agent, specialized in double-entry-bookkepping with hledger",
   "author": {
     "name": "ali bengali",