Add atomic selected-transaction classification with preview and confirmation #30

New Issue

2026-10-02T02:00:42Z

KofTwentyTwo commented

2026-10-02 02:00:42 +00:00

(Migrated from github.com)

Transaction classification currently accepts only one record, so ordinary selected-row bulk review is unavailable from Transactions. Add an explicit native action for 1–100 checked records with a real preview and human confirmation before applying local corrections.

All selected records must be currently permitted; mixed inaccessible selections, paired transfers and stale previews must reject the entire batch. Preserve immutable imported evidence and record attributable corrections in one transaction. Stable request IDs must deduplicate completed retries and reject changed inputs. Server-owned process state must not be editable through submitted values.

The action may classify reviewed records as income, expense or unclassified. Transfer pairing remains a separate operation. No category rules, private financial facts or external financial actions are inferred.

Related: #29 (contextual native table actions). Acceptance needs real PostgreSQL domain/native process tests and separately recorded actual private-data QA. Source implementation and qualification are in progress; no completion or release is claimed.

Transaction classification currently accepts only one record, so ordinary selected-row bulk review is unavailable from Transactions. Add an explicit native action for 1–100 checked records with a real preview and human confirmation before applying local corrections. All selected records must be currently permitted; mixed inaccessible selections, paired transfers and stale previews must reject the entire batch. Preserve immutable imported evidence and record attributable corrections in one transaction. Stable request IDs must deduplicate completed retries and reject changed inputs. Server-owned process state must not be editable through submitted values. The action may classify reviewed records as income, expense or unclassified. Transfer pairing remains a separate operation. No category rules, private financial facts or external financial actions are inferred. Related: #29 (contextual native table actions). Acceptance needs real PostgreSQL domain/native process tests and separately recorded actual private-data QA. Source implementation and qualification are in progress; no completion or release is claimed.

KofTwentyTwo commented

2026-10-02 12:15:25 +00:00

(Migrated from github.com)

October 2: the selected1–100 transaction classification capability is implemented locally with immutable preview, explicit confirmation, all-or-nothing authorization/revision checks, request deduplication and attributable corrections. Real PostgreSQL/native regressions and financial-lock concurrency checks pass; an actual two-record private preview succeeds and leaves classifications/category/source/correction history unchanged. The installed563 package includes it.

This is scoped preview/implementation evidence, not permission to invent financial categories or claim every bulk operation is accepted. Native actions/export scope is recorded in #29. General reusable agent-driven bookkeeping and the real rental-mortgage coding case are tracked in #33; known source uncertainty and mortgage components must stay explicit. Preserve original imported evidence and no external financial writes.

October 2: the selected1–100 transaction classification capability is implemented locally with immutable preview, explicit confirmation, all-or-nothing authorization/revision checks, request deduplication and attributable corrections. Real PostgreSQL/native regressions and financial-lock concurrency checks pass; an actual two-record private preview succeeds and leaves classifications/category/source/correction history unchanged. The installed563 package includes it. This is scoped preview/implementation evidence, not permission to invent financial categories or claim every bulk operation is accepted. Native actions/export scope is recorded in #29. General reusable agent-driven bookkeeping and the real rental-mortgage coding case are tracked in #33; known source uncertainty and mortgage components must stay explicit. Preserve original imported evidence and no external financial writes.

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Reference: KofTwentyTwo/carl#30