plasalid 0.6.9 → 0.7.0

package/README.md

@@ -32,8 +32,6 @@ The data ledger also serves as a harness, open to any AI agent that connects to
 
 ## Features
 
-![](https://github.com/phureewat29/plasalid/.github/plasalid-demo.gif)
-
 ### Unified ledger from any financial documents
 
 - **Drop PDFs, get a complete ledger.** Bank statements, credit-card statements, payslips, brokerage statements, and etc. — Plasalid uses AI to parse every transaction, balance, and holding into double-entry ledger.
@@ -89,11 +87,11 @@ plasalid                            # Interactive chat with your data
 plasalid setup                      # Configure API key, encryption, and data directory
 plasalid data                       # Open the Plasalid data folder in your file explorer
 plasalid accounts                   # Show the chart of accounts with balances
-plasalid status                     # Net worth and this-month income/expense totals
 plasalid transactions               # List transactions and their postings (filter by --account, --from, --to, --query, --limit)
-plasalid record <utterance>         # Add a manual transaction, account, balance, or merchant from a plain-language line
+plasalid status                     # Net worth and this-month income/expense totals
+plasalid record [utterance]         # Add a manual transaction, account, balance, or merchant from a plain-language line
 plasalid scan [regex] [--force]     # Scan new PDFs; --force cascade-deletes prior records before re-scanning
-plasalid revert <regex>             # Delete scanned files matching <regex> and their transactions
+plasalid revert [regex]             # Delete scanned files matching <regex> and their transactions
 plasalid resolve                    # Walk every open unknown and apply your decision (--account, --from, --to, --kind also accepted)
 ```
 

package/dist/accounts/taxonomy.d.ts

@@ -1,28 +1,5 @@
 export type AccountType = "asset" | "liability" | "income" | "expense" | "equity";
-export type InstitutionKind = "bank" | "card_issuer" | "wallet" | "payment_rail" | "broker" | "crypto_exchange" | "insurer" | "gov" | "telco" | "utility";
-export interface ThaiInstitution {
-    code: string;
-    label: string;
-    kind: InstitutionKind;
-    /** Optional disambiguating note for the AI (mergers, rebrands, regulatory status). */
-    notes?: string;
-}
-export declare const THAI_BANKS: ThaiInstitution[];
-export declare const THAI_CARD_ISSUERS: ThaiInstitution[];
-export declare const THAI_WALLETS: ThaiInstitution[];
-export declare const THAI_PAYMENT_RAILS: ThaiInstitution[];
-export declare const THAI_BROKERS: ThaiInstitution[];
-export declare const THAI_CRYPTO_EXCHANGES: ThaiInstitution[];
-export declare const THAI_INSURERS: ThaiInstitution[];
-export declare const THAI_GOV: ThaiInstitution[];
-export declare const THAI_UTILITIES: ThaiInstitution[];
-export declare const THAI_TELCOS: ThaiInstitution[];
-export declare const ALL_THAI_INSTITUTIONS: ThaiInstitution[];
 export declare const ACCOUNT_TYPE_DESCRIPTIONS: Record<AccountType, string>;
-export declare const SUGGESTED_ASSET_SUBTYPES: string[];
-export declare const SUGGESTED_LIABILITY_SUBTYPES: string[];
-export declare const SUGGESTED_EXPENSE_SUBTYPES: string[];
-export declare const SUGGESTED_INCOME_SUBTYPES: string[];
 /**
  * Stringified Thai taxonomy block for the scan/resolve system prompts.
  * Lists known Thai institutions and suggested subtypes so the model picks

package/dist/accounts/taxonomy.js

@@ -1,4 +1,4 @@
-export const THAI_BANKS = [
+const THAI_BANKS = [
     { code: "KBANK", label: "Kasikornbank", kind: "bank" },
     { code: "SCB", label: "Siam Commercial Bank", kind: "bank" },
     { code: "BBL", label: "Bangkok Bank", kind: "bank" },
@@ -16,7 +16,7 @@ export const THAI_BANKS = [
     { code: "ICBC-TH", label: "ICBC (Thai)", kind: "bank", notes: "Subsidiary of ICBC China." },
     { code: "BAAC", label: "Bank for Agriculture and Agricultural Cooperatives", kind: "bank", notes: "State-owned, rural finance." },
 ];
-export const THAI_CARD_ISSUERS = [
+const THAI_CARD_ISSUERS = [
     { code: "KTC", label: "Krungthai Card", kind: "card_issuer", notes: "Listed subsidiary of KTB." },
     { code: "AEON", label: "AEON Thana Sinsap", kind: "card_issuer" },
     { code: "FIRSTCHOICE", label: "Krungsri First Choice", kind: "card_issuer" },
@@ -26,7 +26,7 @@ export const THAI_CARD_ISSUERS = [
     { code: "DINERS", label: "Diners Club Thailand", kind: "card_issuer" },
     { code: "UOB-TH", label: "UOB Thailand (Cards)", kind: "card_issuer", notes: "Same legal entity as the bank UOB-TH; now issues both its own card line (UOB Yolo, UOB Premier) and the migrated Citi consumer cards." },
 ];
-export const THAI_WALLETS = [
+const THAI_WALLETS = [
     { code: "TRUEMONEY", label: "TrueMoney Wallet", kind: "wallet" },
     { code: "LINEPAY", label: "Rabbit LINE Pay", kind: "wallet" },
     { code: "SHOPEEPAY", label: "ShopeePay", kind: "wallet" },
@@ -35,10 +35,10 @@ export const THAI_WALLETS = [
     { code: "MPAY", label: "mPay", kind: "wallet", notes: "AIS-operated." },
     { code: "PAOTANG", label: "Paotang", kind: "wallet", notes: "Krungthai-operated; government-benefits and tax e-wallet." },
 ];
-export const THAI_PAYMENT_RAILS = [
+const THAI_PAYMENT_RAILS = [
     { code: "PROMPTPAY", label: "PromptPay", kind: "payment_rail", notes: "National 24/7 interbank rail; appears on transfer slips, not an issuer." },
 ];
-export const THAI_BROKERS = [
+const THAI_BROKERS = [
     { code: "INNOVESTX", label: "InnovestX Securities", kind: "broker", notes: "Former SCBS; SCBX subsidiary." },
     { code: "BLS", label: "Bualuang Securities", kind: "broker", notes: "BBL subsidiary." },
     { code: "KS", label: "Kasikorn Securities", kind: "broker", notes: "KBANK subsidiary." },
@@ -54,7 +54,7 @@ export const THAI_BROKERS = [
     { code: "DBSVICKERS", label: "DBS Vickers Securities (Thailand)", kind: "broker" },
     { code: "KTBST", label: "Krungthai Xspring Securities", kind: "broker", notes: "Formerly KTBST; KTB-affiliated." },
 ];
-export const THAI_CRYPTO_EXCHANGES = [
+const THAI_CRYPTO_EXCHANGES = [
     { code: "BITKUB", label: "Bitkub Exchange", kind: "crypto_exchange", notes: "SEC-licensed; dominant market share." },
     { code: "UPBIT-TH", label: "Upbit Thailand", kind: "crypto_exchange", notes: "SEC-licensed; subsidiary of South Korean Upbit." },
     { code: "ORBIX", label: "Orbix Trade", kind: "crypto_exchange", notes: "Former Satang Pro; rebranded under KBank ownership." },
@@ -65,7 +65,7 @@ export const THAI_CRYPTO_EXCHANGES = [
     { code: "GMO-Z-EX", label: "Z.com EX (GMO-Z.com)", kind: "crypto_exchange", notes: "Japanese GMO subsidiary." },
     { code: "ZIPMEX", label: "Zipmex", kind: "crypto_exchange", notes: "Defunct since Nov 2023; statements only appear in historical files." },
 ];
-export const THAI_INSURERS = [
+const THAI_INSURERS = [
     // Life
     { code: "AIA-TH", label: "AIA Thailand", kind: "insurer", notes: "Life; market leader." },
     { code: "MUANG-THAI-LIFE", label: "Muang Thai Life Insurance", kind: "insurer", notes: "Life." },
@@ -83,7 +83,7 @@ export const THAI_INSURERS = [
     { code: "VIRIYAH", label: "Viriyah Insurance", kind: "insurer", notes: "Non-life; #1 motor insurer." },
     { code: "TOKIO-MARINE", label: "Tokio Marine (Thailand)", kind: "insurer", notes: "Non-life." },
 ];
-export const THAI_GOV = [
+const THAI_GOV = [
     { code: "REVDEPT", label: "Revenue Department (กรมสรรพากร)", kind: "gov", notes: "Income tax, VAT, excise." },
     { code: "SSO", label: "Social Security Office (สำนักงานประกันสังคม)", kind: "gov", notes: "Employee + self-employed social security contributions." },
     { code: "BOT", label: "Bank of Thailand", kind: "gov", notes: "Central bank; rarely on consumer statements outside of regulatory letters." },
@@ -91,21 +91,21 @@ export const THAI_GOV = [
     { code: "LDT", label: "Department of Lands (กรมที่ดิน)", kind: "gov", notes: "Land registration, property tax." },
     { code: "CUSTOMS", label: "Customs Department (กรมศุลกากร)", kind: "gov", notes: "Import/export duties." },
 ];
-export const THAI_UTILITIES = [
+const THAI_UTILITIES = [
     { code: "MEA", label: "Metropolitan Electricity Authority (กฟน.)", kind: "utility", notes: "Electricity for Bangkok, Nonthaburi, Samut Prakan." },
     { code: "PEA", label: "Provincial Electricity Authority (กฟภ.)", kind: "utility", notes: "Electricity for the rest of Thailand outside MEA's area." },
     { code: "MWA", label: "Metropolitan Waterworks Authority (กปน.)", kind: "utility", notes: "Water for Bangkok, Nonthaburi, Samut Prakan." },
     { code: "PWA", label: "Provincial Waterworks Authority (กปภ.)", kind: "utility", notes: "Water for the rest of Thailand." },
     { code: "EGAT", label: "Electricity Generating Authority of Thailand (กฟผ.)", kind: "utility", notes: "Power generation; rarely appears on consumer bills directly." },
 ];
-export const THAI_TELCOS = [
+const THAI_TELCOS = [
     { code: "AIS", label: "Advanced Info Service (AIS)", kind: "telco" },
     { code: "TRUE-CORP", label: "True Corporation", kind: "telco", notes: "Merged entity of True + dtac since March 2023." },
     { code: "TRUEMOVE", label: "TrueMove H", kind: "telco", notes: "Brand retained under TRUE-CORP per NBTC ruling." },
     { code: "DTAC", label: "dtac", kind: "telco", notes: "Brand retained under TRUE-CORP per NBTC ruling." },
     { code: "NT", label: "National Telecom (NT)", kind: "telco", notes: "Former TOT; state-owned, minimal consumer presence." },
 ];
-export const ALL_THAI_INSTITUTIONS = [
+const ALL_THAI_INSTITUTIONS = [
     ...THAI_BANKS,
     ...THAI_CARD_ISSUERS,
     ...THAI_WALLETS,
@@ -124,7 +124,7 @@ export const ACCOUNT_TYPE_DESCRIPTIONS = {
     expense: "Spending categories (food, transport, utilities, etc.).",
     equity: "Owner's equity / opening balance equity (for ledger adjustments).",
 };
-export const SUGGESTED_ASSET_SUBTYPES = [
+const SUGGESTED_ASSET_SUBTYPES = [
     "bank",
     "cash",
     "wallet",
@@ -133,7 +133,7 @@ export const SUGGESTED_ASSET_SUBTYPES = [
     "crypto",
     "receivable",
 ];
-export const SUGGESTED_LIABILITY_SUBTYPES = [
+const SUGGESTED_LIABILITY_SUBTYPES = [
     "credit_card",
     "home_loan",
     "auto_loan",
@@ -142,7 +142,7 @@ export const SUGGESTED_LIABILITY_SUBTYPES = [
     "revolving",
     "deferred_income",
 ];
-export const SUGGESTED_EXPENSE_SUBTYPES = [
+const SUGGESTED_EXPENSE_SUBTYPES = [
     "food",
     "transport",
     "utilities",
@@ -159,7 +159,7 @@ export const SUGGESTED_EXPENSE_SUBTYPES = [
     "insurance",
     "other",
 ];
-export const SUGGESTED_INCOME_SUBTYPES = [
+const SUGGESTED_INCOME_SUBTYPES = [
     "salary",
     "bonus",
     "freelance",

package/dist/ai/agent.d.ts

@@ -41,10 +41,10 @@ export declare function runRecordAgent(opts: {
     signal?: AbortSignal;
 }): Promise<string>;
 /**
- * Resolve-time agent loop. The pipeline calls this once per open unknown with
- * that unknown's id/prompt/options in the initial messages. The agent surfaces
- * the question, applies the user's chosen answer via mutation tools, and
- * finishes with mark_resolve_done.
+ * Resolve-time agent loop. The pipeline hands every open unknown in the
+ * initial message and drives the loop until `countOpenUnknowns()` reaches 0.
+ * Each invocation should close as many rows as possible (via ask_user /
+ * close_unknown); the pipeline re-invokes if any remain.
  */
 export declare function runResolveAgent(opts: {
     db: Database.Database;

package/dist/ai/agent.js

@@ -16,6 +16,8 @@ async function runAgent({ db, systemPrompt, tools, initialMessages, agentCtx, on
             throw new AbortedError();
     };
     const stepLimit = maxToolSteps ?? MAX_TOOL_STEPS;
+    const startTime = Date.now();
+    let toolCount = 0;
     throwIfAborted();
     let response = await provider.sendMessage({
         model: config.model,
@@ -26,8 +28,6 @@ async function runAgent({ db, systemPrompt, tools, initialMessages, agentCtx, on
         thinking: useThinking ? { type: "enabled", budget_tokens: config.thinkingBudget } : undefined,
         signal,
     });
-    const startTime = Date.now();
-    let toolCount = 0;
     while (response.stopReason === "tool_use" && toolCount < stepLimit) {
         throwIfAborted();
         messages.push({ role: "assistant", content: response.content });
@@ -40,7 +40,8 @@ async function runAgent({ db, systemPrompt, tools, initialMessages, agentCtx, on
                 toolResults.push({
                     type: "tool_result",
                     tool_use_id: block.id,
-                    content: redact(result),
+                    content: redact(result.content),
+                    ...(result.isError ? { is_error: true } : {}),
                 });
             }
         }
@@ -155,10 +156,10 @@ export async function runRecordAgent(opts) {
     return text;
 }
 /**
- * Resolve-time agent loop. The pipeline calls this once per open unknown with
- * that unknown's id/prompt/options in the initial messages. The agent surfaces
- * the question, applies the user's chosen answer via mutation tools, and
- * finishes with mark_resolve_done.
+ * Resolve-time agent loop. The pipeline hands every open unknown in the
+ * initial message and drives the loop until `countOpenUnknowns()` reaches 0.
+ * Each invocation should close as many rows as possible (via ask_user /
+ * close_unknown); the pipeline re-invokes if any remain.
  */
 export async function runResolveAgent(opts) {
     const systemPrompt = redact(buildResolveSystemPrompt(opts.db, opts.prompt));
@@ -170,7 +171,7 @@ export async function runResolveAgent(opts) {
         agentCtx: opts.agentCtx,
         onProgress: opts.onProgress,
         signal: opts.signal,
-        maxToolSteps: 30,
+        maxToolSteps: 60,
     });
     return text;
 }

package/dist/ai/context.d.ts

@@ -1,4 +1,2 @@
-export declare function getContextPath(): string;
 export declare function readContext(): string;
-export declare function writeContext(content: string): void;
 export declare function createContextTemplate(userName: string): void;

package/dist/ai/context.js

@@ -1,7 +1,7 @@
 import { readFileSync, writeFileSync, existsSync, mkdirSync, chmodSync } from "fs";
 import { dirname, resolve } from "path";
 import { getPlasalidDir } from "../config.js";
-export function getContextPath() {
+function getContextPath() {
     return resolve(getPlasalidDir(), "context.md");
 }
 export function readContext() {
@@ -15,7 +15,7 @@ export function readContext() {
         return "";
     }
 }
-export function writeContext(content) {
+function writeContext(content) {
     const p = getContextPath();
     const dir = dirname(p);
     if (!existsSync(dir))

package/dist/ai/memory.d.ts

@@ -15,6 +15,7 @@ export declare function getConversationHistory(db: Database.Database, limit?: nu
 export declare function saveMessage(db: Database.Database, role: "user" | "assistant", content: string): void;
 /** Memories */
 export declare function getMemories(db: Database.Database): Memory[];
+export declare function countMemories(db: Database.Database): number;
 /**
  * Idempotent on (category, content): a verbatim repeat is a no-op. Semantic
  * dedup (different wording for the same rule) is the agent's job — the persona

package/dist/ai/memory.js

@@ -9,6 +9,10 @@ export function saveMessage(db, role, content) {
 export function getMemories(db) {
     return db.prepare(`SELECT id, content, category, created_at FROM memories ORDER BY created_at DESC`).all();
 }
+export function countMemories(db) {
+    const row = db.prepare(`SELECT COUNT(*) AS n FROM memories`).get();
+    return row.n;
+}
 /**
  * Idempotent on (category, content): a verbatim repeat is a no-op. Semantic
  * dedup (different wording for the same rule) is the agent's job — the persona

package/dist/ai/personas.js

@@ -40,7 +40,7 @@ Vocabulary:
 
 Rules:
 1. Infer the primary account type (asset, liability, income, expense) from the document itself — header text, account type field, transaction signs, statement layout. Do not rely on the filename or directory.
-2. Every transaction must become a balanced \`record_transaction\` call. Total debits must equal total credits per currency.
+2. Try to make every \`record_transaction\` call balanced — total debits should equal total credits per currency. If you genuinely can't pair a row, post what the document shows and the system will append a closing entry on \`equity:adjustments\` automatically. Do not invent counter-postings to force balance.
 3. Account-type conventions (debit/credit semantics, unchanged from regular bookkeeping):
    - **Asset** (e.g. bank, cash): DEBIT increases, CREDIT decreases.
    - **Liability** (e.g. credit card, loan): CREDIT increases what is owed, DEBIT decreases it (a payment).
@@ -176,12 +176,9 @@ For each group, call \`ask_user\` ONCE, passing every sibling's id in \`related_
 
 **Step 5 — Learn and finalize.** After every non-skip user answer that implies a generalizable rule (e.g. "Lazada on KTC Card → Shopping"), call \`save_memory(content=<rule>, category="scanning_hint")\` so the next scan applies it silently. For merchant categorization, also call \`set_merchant_default_account\`. Phrase rules as reusable classifications, not one-event records (GOOD: "Lazada Thailand on KTC Card ••5678 → expense:shopping." BAD: "On 2026-03-15 the user said Shopping.").
 
-**Closing invariant.** Every unknown in the input list must have \`resolved_at\` set by the end. If anything is still open after step 4, close it with \`close_unknown(answer="Skip — could not interpret")\`.
+**Closing invariant.** Every unknown in the input list must have \`resolved_at\` set by the end. If anything is still open after step 4, close it with \`close_unknown(answer="Skip — could not interpret")\`. The pipeline reads the DB after you finish — if any unknown is still open it will re-invoke you with the leftovers, so always finish each row before yielding.
 
-End with one \`mark_resolve_done\` call. Summary format: a single sentence with counts. Examples:
-- "Applied 9 from memory; resolved 2 groups (5 unknowns) by user answer; deferred 1 via Skip."
-- "All 14 unknowns applied silently from memory rules."
-- "Resolved 1 group (3 Lazada postings) as Shopping; saved the merchant default."
+**Tool errors.** If a tool result comes back marked as an error (e.g. a malformed id, a row that no longer exists, a constraint violation), do NOT call \`close_unknown\` for the affected row. Either fix the input and retry the same mutation, or close that one row with \`close_unknown(answer="Skip — tool error: <short reason>")\` so the loop can move on. Never close a row whose underlying mutation failed.
 
 Unknown kind → mutation tool map (use after a user answer in step 4):
 - \`uncategorized\` / \`uncategorized_expense\` → \`update_posting(account_id=...)\` for each posting on the transaction. If the transaction has a merchant_id, also \`set_merchant_default_account\`.

package/dist/ai/provider.d.ts

@@ -38,6 +38,7 @@ export interface NormalizedToolResult {
     type: "tool_result";
     tool_use_id: string;
     content: string;
+    is_error?: boolean;
 }
 export interface ToolDefinition {
     name: string;

package/dist/ai/thinking.d.ts

@@ -1,7 +1 @@
-/**
- * Idle/thinking phrases used by the chat hook and the scan spinner when the
- * AI is composing a response (no specific tool to label). Kept in one place so
- * both surfaces stay in sync.
- */
-export declare const THINKING_PHRASES: string[];
 export declare function pickThinking(): string;

package/dist/ai/thinking.js

@@ -3,12 +3,37 @@
  * AI is composing a response (no specific tool to label). Kept in one place so
  * both surfaces stay in sync.
  */
-export const THINKING_PHRASES = [
+const THINKING_PHRASES = [
     "Thinking...",
-    "Looking through your transactions...",
-    "Checking your accounts...",
+    "Working through the numbers...",
+    "Doing the math...",
+    "Running the numbers...",
     "Crunching the numbers...",
-    "Pulling up your data...",
+    "Connecting the dots...",
+    "Following the money...",
+    "Reading between the lines...",
+    "Putting the pieces together...",
+    "Lining things up...",
+    "Sifting through the details...",
+    "Weighing it up...",
+    "Tracing the trail...",
+    "Cross-checking...",
+    "Adding it up...",
+    "Sorting through it...",
+    "Considering the angles...",
+    "Taking a closer look...",
+    "Squaring things up...",
+    "Tallying things up...",
+    "Squinting at the numbers...",
+    "Doing math, the slow kind...",
+    "Computing... probably correctly...",
+    "Pondering quietly...",
+    "Joining the dots...",
+    "Making sense of it...",
+    "Sharpening the pencil...",
+    "Catching up on the details...",
+    "Comparing notes...",
+    "Pulling the threads together...",
 ];
 export function pickThinking() {
     return THINKING_PHRASES[Math.floor(Math.random() * THINKING_PHRASES.length)];

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

@@ -3,6 +3,10 @@ import type { ToolDefinition } from "../provider.js";
 import type { AgentExecutionContext, ToolProfile } from "./types.js";
 export type { AgentExecutionContext, ToolProfile } from "./types.js";
 export declare function getToolDefinitions(profile: ToolProfile): ToolDefinition[];
-export declare function executeTool(db: Database.Database, name: string, input: any, ctx?: AgentExecutionContext): Promise<string>;
+export interface ExecuteToolResult {
+    content: string;
+    isError: boolean;
+}
+export declare function executeTool(db: Database.Database, name: string, input: any, ctx?: AgentExecutionContext): Promise<ExecuteToolResult>;
 /** Human-readable labels shown in the spinner during tool calls. */
 export declare const TOOL_LABELS: Record<string, string>;

package/dist/ai/tools/index.js

@@ -27,23 +27,29 @@ const PROFILES = {
 export function getToolDefinitions(profile) {
     return PROFILES[profile].flatMap(m => m.DEFS);
 }
+const MODULES = [
+    commonTools,
+    readTools,
+    accountIngestTools,
+    scanUnknownTools,
+    resolveIngestTools,
+    scanTools,
+    resolveTools,
+    recordTools,
+    merchantTools,
+];
 export async function executeTool(db, name, input, ctx) {
-    for (const mod of [
-        commonTools,
-        readTools,
-        accountIngestTools,
-        scanUnknownTools,
-        resolveIngestTools,
-        scanTools,
-        resolveTools,
-        recordTools,
-        merchantTools,
-    ]) {
-        const result = await mod.execute(db, name, input, ctx);
-        if (result !== undefined)
-            return result;
+    try {
+        for (const mod of MODULES) {
+            const result = await mod.execute(db, name, input, ctx);
+            if (result !== undefined)
+                return { content: result, isError: false };
+        }
+        return { content: `Unknown tool: ${name}`, isError: true };
+    }
+    catch (err) {
+        return { content: err?.message ?? String(err), isError: true };
     }
-    return `Unknown tool: ${name}`;
 }
 /** Human-readable labels shown in the spinner during tool calls. */
 export const TOOL_LABELS = {