plasalid 0.4.1 → 0.5.0

package/dist/scanner/pipeline.js

@@ -1,7 +1,7 @@
 import { randomUUID } from "crypto";
 import { getDb } from "../db/connection.js";
 import { countOpenConcerns, } from "../db/queries/concerns.js";
-import { correlatePairs } from "../db/queries/journal.js";
+import { correlatePairs } from "../db/queries/transactions.js";
 import { runScanAgent } from "../ai/agent.js";
 import { buildDocumentBlock } from "./pdf.js";
 import { buildScanUserMessage } from "./prompts.js";
@@ -12,7 +12,7 @@ import { decryptQueue, confirmProceedAfterFailures, } from "./decrypt_queue.js";
 export function compileMatcher(input) {
     return new RegExp(input, "i");
 }
-// ── Orchestration ───────────────────────────────────────────────────────────
+/** Orchestration */
 export async function runScan(opts = {}) {
     const db = getDb();
     const matcher = opts.regex ? compileMatcher(opts.regex) : null;
@@ -98,7 +98,7 @@ async function scanOneFile(db, file, events) {
         events?.scanEnd?.({
             fileName: file.fileName,
             status: "scanned",
-            entries: buffer.journalEntries.length,
+            transactions: buffer.transactions.length,
             concerns: buffer.concerns.length,
         });
         return { decryptedFile: file, buffer, agentText: text };
@@ -108,14 +108,14 @@ async function scanOneFile(db, file, events) {
         events?.scanEnd?.({
             fileName: file.fileName,
             status: "failed",
-            entries: 0,
+            transactions: 0,
             concerns: 0,
             error: message,
         });
         return { decryptedFile: file, buffer, error: message, agentText: "" };
     }
 }
-// ── Phase 3: cross-file correlation ─────────────────────────────────────────
+/** Phase 3: cross-file correlation */
 /**
  * For every pair of buffered entries that look like the same money movement
  * across two different files, append a mirror concern to each side's buffer.
@@ -126,22 +126,22 @@ function applyCrossFileCorrelations(results) {
     for (const res of results) {
         if (res.error)
             continue;
-        for (const be of res.buffer.journalEntries) {
+        for (const bt of res.buffer.transactions) {
             all.push({
                 file: res,
-                entryId: be.entry_id,
-                lines: be.input.lines,
-                date: be.input.date,
-                description: be.input.description,
+                transactionId: bt.transaction_id,
+                postings: bt.input.postings,
+                date: bt.input.date,
+                description: bt.input.description,
             });
         }
     }
     const candidates = all.map(e => {
-        const debit = e.lines.reduce((s, l) => s + (l.debit ?? 0), 0);
-        const currency = e.lines.find(l => l.currency)?.currency ?? "THB";
-        const ids = Array.from(new Set(e.lines.map(l => l.account_id)));
+        const debit = e.postings.reduce((s, p) => s + (p.debit ?? 0), 0);
+        const currency = e.postings.find(p => p.currency)?.currency ?? "THB";
+        const ids = Array.from(new Set(e.postings.map(p => p.account_id)));
         return {
-            id: e.entryId,
+            id: e.transactionId,
             date: e.date,
             description: e.description,
             amount: Math.round(debit * 100) / 100,
@@ -151,55 +151,52 @@ function applyCrossFileCorrelations(results) {
         };
     });
     const pairs = correlatePairs(candidates, { toleranceDays: 3 });
-    const byEntry = new Map(all.map(a => [a.entryId, a]));
+    const byTransaction = new Map(all.map(a => [a.transactionId, a]));
     for (const pair of pairs) {
-        const a = byEntry.get(pair.a.id);
-        const b = byEntry.get(pair.b.id);
+        const a = byTransaction.get(pair.a.id);
+        const b = byTransaction.get(pair.b.id);
         if (!a || !b)
             continue;
         if (a.file === b.file)
-            continue; // same-file pairs are within-statement dupes; review's own detectors will handle.
+            continue;
         const amountStr = `฿${pair.amount.toLocaleString("en-US", { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
         a.file.buffer.appendConcern({
-            entry_id: a.entryId,
+            transaction_id: a.transactionId,
             account_id: null,
             prompt: `Looks like the matching half of this ${amountStr} movement on ${a.date} was also recorded in ${b.file.decryptedFile.fileName} on ${b.date}. Merge during review?`,
-            options: ["Yes — merge into one entry", "No — these are two real events", "Skip — leave as is"],
+            options: ["Yes — merge into one transaction", "No — these are two real events", "Skip — leave as is"],
         });
         b.file.buffer.appendConcern({
-            entry_id: b.entryId,
+            transaction_id: b.transactionId,
             account_id: null,
             prompt: `Looks like the matching half of this ${amountStr} movement on ${b.date} was also recorded in ${a.file.decryptedFile.fileName} on ${a.date}. Merge during review?`,
-            options: ["Yes — merge into one entry", "No — these are two real events", "Skip — leave as is"],
+            options: ["Yes — merge into one transaction", "No — these are two real events", "Skip — leave as is"],
         });
     }
-    return pairs.filter(p => byEntry.get(p.a.id)?.file !== byEntry.get(p.b.id)?.file).length;
+    return pairs.filter(p => byTransaction.get(p.a.id)?.file !== byTransaction.get(p.b.id)?.file).length;
 }
-// ── Phase 4: commit ─────────────────────────────────────────────────────────
+/** Phase 4: commit */
 function commitAll(db, decryptResult, scanResults) {
     const out = [];
-    // Skipped files: keep them in the summary with their existing concern count.
     for (const skipped of decryptResult.skipped) {
         out.push({
             name: skipped.file.name,
             relPath: skipped.file.relPath,
             status: "skipped",
-            entries: 0,
+            transactions: 0,
             concerns: countOpenConcerns(db, { file_id: skipped.existingScannedFileId }),
         });
     }
-    // Files that failed to decrypt never reached an agent.
     for (const failed of decryptResult.failed) {
         out.push({
             name: failed.file.name,
             relPath: failed.file.relPath,
             status: "failed",
-            entries: 0,
+            transactions: 0,
             concerns: 0,
             error: failed.error,
         });
     }
-    // Scanned files: per-file transaction. Replaces prior records when needed.
     for (const res of scanResults) {
         const { decryptedFile, buffer, error, agentText } = res;
         if (error) {
@@ -207,7 +204,7 @@ function commitAll(db, decryptResult, scanResults) {
                 name: decryptedFile.fileName,
                 relPath: decryptedFile.relPath,
                 status: "failed",
-                entries: 0,
+                transactions: 0,
                 concerns: buffer.concerns.length,
                 error,
             });
@@ -228,7 +225,7 @@ function commitAll(db, decryptResult, scanResults) {
                 name: decryptedFile.fileName,
                 relPath: decryptedFile.relPath,
                 status: decryptedFile.replacesPriorScannedFileId ? "replaced" : "scanned",
-                entries: counts.entries,
+                transactions: counts.transactions,
                 concerns: counts.concerns,
             });
         }
@@ -237,7 +234,7 @@ function commitAll(db, decryptResult, scanResults) {
                 name: decryptedFile.fileName,
                 relPath: decryptedFile.relPath,
                 status: "failed",
-                entries: 0,
+                transactions: 0,
                 concerns: buffer.concerns.length,
                 error: err?.message ?? "commit failed",
             });
@@ -245,7 +242,7 @@ function commitAll(db, decryptResult, scanResults) {
     }
     return out;
 }
-// ── Summary assembly ────────────────────────────────────────────────────────
+/** Summary assembly */
 function buildSummary(total, details, _decrypt) {
     const summary = {
         total,
@@ -265,15 +262,15 @@ function buildSummary(total, details, _decrypt) {
 function buildAbortedSummary(total, decrypt) {
     const details = [
         ...decrypt.skipped.map(s => ({
-            name: s.file.name, relPath: s.file.relPath, status: "skipped", entries: 0, concerns: 0,
+            name: s.file.name, relPath: s.file.relPath, status: "skipped", transactions: 0, concerns: 0,
         })),
         ...decrypt.failed.map(f => ({
-            name: f.file.name, relPath: f.file.relPath, status: "failed", entries: 0, concerns: 0, error: f.error,
+            name: f.file.name, relPath: f.file.relPath, status: "failed", transactions: 0, concerns: 0, error: f.error,
         })),
     ];
     return buildSummary(total, details, decrypt);
 }
-// ── Low-level DB helpers ────────────────────────────────────────────────────
+/** Low-level DB helpers */
 function deleteScannedFile(db, id) {
     db.prepare(`DELETE FROM scanned_files WHERE id = ?`).run(id);
 }

package/dist/scanner/prompts.js

@@ -11,10 +11,10 @@ export function buildScanUserMessage(opts) {
         `Steps:`,
         `1. Call list_accounts to see what already exists.`,
         `2. Infer the primary account type (asset / liability / income / expense) from the document's header, account type field, and transaction patterns.`,
-        `3. If this document references an account that isn't yet in the chart, call create_account once. Mask the account number to the last 4 digits.`,
+        `3. If this document references an account that isn't yet in the chart, call create_account once (pass parent_id under the matching top-level type root). Mask the account number to the last 4 digits.`,
         `4. Persist any document-level metadata you find (statement_day, due_day, points_balance, etc.) using update_account_metadata.`,
-        `5. For every transaction in the document, call record_journal_entry with balanced debit/credit lines. Use existing accounts where possible; create expense/income accounts as needed.`,
-        `6. Never pause to ask the user. If a row is ambiguous, post your best-guess entry first, then call note_concern with details and the new entry_id. If a row is truly unparseable, skip it and call note_concern with the raw row text (no entry_id). A missing row is better than a wrong row.`,
+        `5. For every transaction in the document, call record_transaction with balanced debit/credit postings. Attach a merchant block (canonical_name + alias + default_account_id when categorization is confident) for any external counter-party. Reuse existing accounts; create expense categories under their parent (e.g. expense:food before expense:food:groceries) as needed. When you cannot categorize confidently, post the expense side to expense:uncategorized and call note_concern with kind="uncategorized_expense".`,
+        `6. Never pause to ask the user. If a row is ambiguous, post your best-guess transaction first, then call note_concern with details and the new transaction_id. If a row is truly unparseable, skip it and call note_concern with the raw row text (no transaction_id). A missing row is better than a wrong row.`,
         `7. When you are done, call mark_file_scanned with a short summary.`,
     ].join("\n");
 }

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "plasalid",
-  "version": "0.4.1",
-  "description": "A local-first AI that reads every line of your transactions and coaches you the best move.",
+  "version": "0.5.0",
+  "description": "Plasalid — The Harness for Personal Finance",
   "keywords": [
     "finance",
     "personal-finance",