plasalid 0.4.1 → 0.5.0

package/dist/ai/system-prompt.js

@@ -1,12 +1,15 @@
 import { config } from "../config.js";
 import { readContext } from "./context.js";
-import { chatPersona, SCAN_PERSONA, REVIEW_PERSONA } from "./personas.js";
+import { chatPersona, SCAN_PERSONA, REVIEW_PERSONA, RECORD_PERSONA } from "./personas.js";
 import { getThaiTaxonomyHint } from "../accounts/taxonomy.js";
 import { renderChartOfAccounts, renderChatChartOrEmpty, renderMemories, renderScope, renderTodayHuman, renderTodayIso, renderUserContext, } from "./prompt-sections.js";
-// ── Builders ────────────────────────────────────────────────────────────────
-// Each builder is a list of sections in render order. No accumulation, no
-// inline string assembly. To edit a section, change the helper; to reorder,
-// shuffle the array.
+/**
+ * Builders
+ *
+ * Each builder is a list of sections in render order. No accumulation, no
+ * inline string assembly. To edit a section, change the helper; to reorder,
+ * shuffle the array.
+ */
 export function buildChatSystemPrompt(db) {
     const name = config.userName;
     return joinSections([
@@ -32,6 +35,19 @@ export function buildReviewSystemPrompt(db, opts) {
         }),
     ]);
 }
+export function buildRecordSystemPrompt(db, opts) {
+    return joinSections([
+        RECORD_PERSONA,
+        renderTodayIso(),
+        renderChartOfAccounts(db, { withBalance: true, emptyState: "scan" }),
+        `## What the user said\n> ${opts.utterance.replace(/\n/g, " ")}`,
+        renderMemories(db, {
+            header: "Rules you've already learned (apply silently)",
+            filterCategories: ["scanning_hint", "general", "preference"],
+            showCategory: false,
+        }),
+    ]);
+}
 export function buildScanSystemPrompt(db, opts) {
     return joinSections([
         SCAN_PERSONA,
@@ -46,7 +62,6 @@ export function buildScanSystemPrompt(db, opts) {
         }),
     ]);
 }
-// ── Composition helper ─────────────────────────────────────────────────────
 /** Drop null/empty sections, join the rest with a blank line. */
 function joinSections(sections) {
     return sections.filter((s) => !!s).join("\n\n");

package/dist/ai/thinking.js

@@ -5,7 +5,7 @@
  */
 export const THINKING_PHRASES = [
     "Thinking...",
-    "Looking through your journal...",
+    "Looking through your transactions...",
     "Checking your accounts...",
     "Crunching the numbers...",
     "Pulling up your data...",

package/dist/ai/tools/common.js

@@ -1,12 +1,9 @@
 import { saveMemory, getMemories } from "../memory.js";
 import { getAccountBalances } from "../../db/queries/account_balance.js";
-import { formatCurrencyAmount } from "../../currency.js";
+import { formatAmount } from "../../currency.js";
 import { sanitizeForPrompt, sanitizeForPromptCell } from "../sanitize.js";
 import { ACCOUNT_TYPE_DESCRIPTIONS } from "../../accounts/taxonomy.js";
 const ACCOUNT_TYPES = Object.keys(ACCOUNT_TYPE_DESCRIPTIONS);
-function formatTHB(amount) {
-    return formatCurrencyAmount(amount, { minimumFractionDigits: 2, maximumFractionDigits: 2 });
-}
 const DEFS = [
     {
         name: "list_accounts",
@@ -60,7 +57,7 @@ async function execute(db, name, input, _ctx) {
                 if (a.points_balance)
                     meta.push(`${a.points_balance} pts`);
                 const metaStr = meta.length ? ` [${meta.join(" · ")}]` : "";
-                return `${a.id} | ${sanitizeForPromptCell(a.name)} | ${a.type}${a.subtype ? `/${a.subtype}` : ""} | balance ${formatTHB(a.balance)}${metaStr}`;
+                return `${a.id} | ${sanitizeForPromptCell(a.name)} | ${a.type}${a.subtype ? `/${a.subtype}` : ""} | balance ${formatAmount(a.balance)}${metaStr}`;
             })
                 .join("\n");
         }

package/dist/ai/tools/index.js

@@ -1,27 +1,44 @@
 import { commonTools } from "./common.js";
 import { readTools } from "./read.js";
-import { scanIngestTools, reviewIngestTools } from "./ingest.js";
+import { accountIngestTools, scanConcernTools, reviewIngestTools } from "./ingest.js";
 import { scanTools } from "./scan.js";
 import { reviewTools } from "./review.js";
+import { recordTools } from "./record.js";
+import { merchantTools } from "./merchants.js";
 /**
  * Profile composition. Each profile is the union of one or more tool modules;
  * the dispatcher iterates every module on each tool call so we never need a
  * central switch.
  *
- * `scanIngestTools` (create_account / update_account_metadata /
- * record_journal_entry / note_concern) ships with both scan and review — scan
- * uses them to post, review uses them to fix.
+ * `accountIngestTools` (create_account / update_account_metadata /
+ * record_transaction) ships with scan, review, and record — they're the
+ * shared write primitives. `scanConcernTools` (note_concern) is scan-only;
+ * record uses `clarify` from `recordTools` for transient prompts, review uses
+ * `ask_user` from `reviewIngestTools` for resolve-in-place clarifications.
+ * `merchantTools` ships with scan, review, and record so any write profile can
+ * upsert / look up / re-cache merchants alongside the posting flow.
  */
 const PROFILES = {
-    scan: [commonTools, scanIngestTools, scanTools],
+    scan: [commonTools, accountIngestTools, scanConcernTools, scanTools, merchantTools],
     chat: [commonTools, readTools],
-    review: [commonTools, readTools, scanIngestTools, reviewIngestTools, reviewTools],
+    review: [commonTools, readTools, accountIngestTools, reviewIngestTools, reviewTools, merchantTools],
+    record: [commonTools, readTools, accountIngestTools, recordTools, merchantTools],
 };
 export function getToolDefinitions(profile) {
     return PROFILES[profile].flatMap(m => m.DEFS);
 }
 export async function executeTool(db, name, input, ctx) {
-    for (const mod of [commonTools, readTools, scanIngestTools, reviewIngestTools, scanTools, reviewTools]) {
+    for (const mod of [
+        commonTools,
+        readTools,
+        accountIngestTools,
+        scanConcernTools,
+        reviewIngestTools,
+        scanTools,
+        reviewTools,
+        recordTools,
+        merchantTools,
+    ]) {
         const result = await mod.execute(db, name, input, ctx);
         if (result !== undefined)
             return result;
@@ -32,8 +49,11 @@ export async function executeTool(db, name, input, ctx) {
 export const TOOL_LABELS = {
     ...commonTools.LABELS,
     ...readTools.LABELS,
-    ...scanIngestTools.LABELS,
+    ...accountIngestTools.LABELS,
+    ...scanConcernTools.LABELS,
     ...reviewIngestTools.LABELS,
     ...scanTools.LABELS,
     ...reviewTools.LABELS,
+    ...recordTools.LABELS,
+    ...merchantTools.LABELS,
 };

package/dist/ai/tools/ingest.d.ts

@@ -1,3 +1,4 @@
 import type { ToolModule } from "./types.js";
-export declare const scanIngestTools: ToolModule;
+export declare const accountIngestTools: ToolModule;
+export declare const scanConcernTools: ToolModule;
 export declare const reviewIngestTools: ToolModule;