Import real Monarch source accounts without guessed ownership or duplicate totals #3

New Issue

2026-10-01T22:38:40Z

KofTwentyTwo commented

2026-10-01 22:38:40 +00:00

(Migrated from github.com)

Carl cannot import legitimate Monarch source observations when account kind, liquidity, economic identity and ownership are still unknown. Requiring guessed values to accept an import can misstate money or double-count aliases and savings buckets.

Implement private source-account registration with an explicit currency, preserved original uploads/provenance, durable preview/apply state and idempotent retries. Keep unresolved source accounts under review and outside qualified balance, cash, spending and affordability totals. Human qualification must record evidence and attribution. Expose registration/review as contextual QQQ table actions and display unknown totals honestly.

Acceptance: actual PostgreSQL migration/permission tests, repeated authorized private loads with every stored row checked against its source, retained restart checks, and no private exports, account labels, amounts, identities or credentials in this repository/CI.

Current work is in progress locally on feature/cicd-liquibase-gitops. The append-only V60 change, domain services and contextual processes are implemented; final build and private real-data acceptance are running. This issue concerns Carl's domain/application, not foundation infrastructure.

Carl cannot import legitimate Monarch source observations when account kind, liquidity, economic identity and ownership are still unknown. Requiring guessed values to accept an import can misstate money or double-count aliases and savings buckets. Implement private source-account registration with an explicit currency, preserved original uploads/provenance, durable preview/apply state and idempotent retries. Keep unresolved source accounts under review and outside qualified balance, cash, spending and affordability totals. Human qualification must record evidence and attribution. Expose registration/review as contextual QQQ table actions and display unknown totals honestly. Acceptance: actual PostgreSQL migration/permission tests, repeated authorized private loads with every stored row checked against its source, retained restart checks, and no private exports, account labels, amounts, identities or credentials in this repository/CI. Current work is in progress locally on feature/cicd-liquibase-gitops. The append-only V60 change, domain services and contextual processes are implemented; final build and private real-data acceptance are running. This issue concerns Carl's domain/application, not foundation infrastructure.

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Reference: KofTwentyTwo/carl#3