carl/docs/UI-ACTIONS.md

Carl table actions

Open an application area, then its table. Use the table or record Actions menu. Select rows with the table checkboxes before opening a selected-set action. A single-record process can launch from the table with explicit record selection or from one selected row with its target prefilled. Create/import/readiness actions require no selected rows: clear the selection before launching them. They remain in the table Actions menu, even though they are absent from record-specific menus. Refresh the page after a runtime update so the browser reloads action metadata.

This map reflects current-source contextual actions, including selected-transaction classification, protected documents and governed dated CSV exports. The running package and its actual acceptance checks are recorded in SESSION-STATE.md. It describes supported actions and selection bounds, not successful real-data acceptance of every operation. Required reviewed records, supplied facts, current permissions and stale-source checks still apply.

Bulk and core operations

Classify Selected Transactions accepts 1–100 explicitly checked Transactions, displays current records and proposed corrections, then requires confirmation. It supports reviewed INCOME, EXPENSE or UNCLASSIFIED treatment; transfer pairing and debt/capital treatment use their separate operations. It authorizes every selected ID, rejects stale previews and commits all corrections together with attribution. Original imported source evidence remains immutable. General filter/select-all submissions are rejected; use explicit row checkboxes. This action does not infer classification rules from imported category names.

Compare Selected Transactions with Plan accepts 1–100 selected Transactions. Review Selected Accounts and Properties accepts 1–200 selected Accounts and Properties for Review. Bill CSV and Monarch imports perform audited batch work without a row selection. Other zero-or-one processes are not bulk mutations.

Carl's protected administrative tables are views over authoritative domain records. Generic insert, update and delete on these views are disabled; use the listed domain operations to preserve validation, permissions and provenance. Protected report/plan/draft copy and download operations recheck access. Core audit and approval history remains read-only. These restrictions are separate from the repaired contextual-action selection metadata.

Documents and dated CSV exports

Household Evidence Documents provides Upload and Review Household Document with no selection and Download Household Document Original with zero or one row. Supply the original UTF-8 text or PDF, its source identity and known dates, review the immutable preview, then confirm. Documents remain SUPPLIED_UNVERIFIED; historical notes do not automatically become current account, debt or rental facts. Extraction is bounded; scanned or encrypted PDFs may retain their originals without readable extracted text.

The 43 approved business tables provide Export Records for zero through 1,000 explicitly checked rows. Choose SELECTED to export exactly those rows or ALL_AUTHORIZED for the currently permitted table scope. Browser filters are not implicit export criteria. Exports are complete dated CSV snapshots, bounded to 50,000 rows and 20 MB, with scope, source hash and spreadsheet text-safety metadata. Open Dated CSV Export Downloads, select the saved export, then use Download Saved Table CSV. Access and source freshness are rechecked; an old export is not a current household total. Core operational history, member/security tables and protected binary storage are excluded.

These actions are in the running563-test/V62 package. Actual native imports/downloads for ten private historical originals and selected-two/all23,610 transaction CSVs pass, including independent source-field checks and anonymous denial. Download revocation and committed-mutation receipt regressions pass. Other table exports and domain processes retain their separate prerequisite and acceptance limits.

Process placement

Table	Action	Selection	Process identifier
Household Evidence Documents	Upload and Review Household Document	No selection	carlRegisterDocument
Household Evidence Documents	Download Household Document Original	Zero or one row	carlDownloadDocument
Dated CSV Export Downloads	Download Saved Table CSV	Zero or one row	carlDownloadTableExport
Approved business tables (43)	Export Records	Zero to 1,000 checked rows; explicit scope	carlExportRecords plus table suffix
Rental Properties	Record Rental Property Facts	No selection	carlAddRentalProperty
Rental Units	Record Rental Unit	No selection	carlAddRentalUnit
Vendors	Add Vendor	No selection	carlAddVendor
Vendor Work	Add Vendor Work Item	No selection	carlAddWork
Agreed Plans	Agree to Plan	Zero or one row	carlAgreePlan
Rent Receipt Applications	Apply Evidenced Rent Receipt	No selection	carlApplyRentReceipt
Rental Allocation Reviews	Apply or Reconcile Reviewed Allocation	Zero or one row	carlApplyRentalReview
Cash Forecasts	Assess Household Purchase	Zero or one row	carlAssessPurchase
Budgets	Review Budget Versus Actual	Zero or one row	carlBudgetVariance
Calendar Connections	Shared Calendar Connection Status	No selection	carlCalendarSetupStatus
Cash Forecasts	Add Dated Cash Commitment	Zero or one row	carlCashMovement
Evidenced Expense Payments	Use Imported Expense Payment	No selection	carlClassifyExpenseActual
Rental Source Classifications	Classify One-Property Rental Transaction	No selection	carlClassifyRentalSource
Transactions	Classify Reviewed Transaction	Zero or one row	carlClassifyTransaction
Transactions	Classify Selected Transactions	1–100 checked rows	carlClassifyTransactions
Bills	Compare Bill Periods	No selection	carlCompareBillPeriods
Accounts and Debts	Compare Debt Payoff Plans	No selection	carlCompareDebt
Financing Offers	Compare Financing Offer Costs	No selection	carlCompareOffers
Transactions	Compare Selected Transactions with Plan	1–100 rows	carlComparePlanEffect
Accounts and Debts	Compare Selected Debt Portfolio	No selection	carlComparePortfolio
Plan Effect Expectations	Compare Current Principal Statement with Plan	Zero or one row	carlComparePrincipalEffect
Cash Forecasts	Compare Cash, Card and Store Financing	Zero or one row	carlComparePurchaseOptions
Accounts and Properties for Review	Review Selected Accounts and Properties	1–200 rows	carlConsolidatedBalanceSheet
Reports, Plans and Drafts	Review and Copy Saved Report	Zero or one row	carlCopyReport
Reports, Plans and Drafts	Review and Copy Vendor Draft	Zero or one row	carlCopyVendorDraft
Bills	Correct Local Bill	Zero or one row	carlCorrectBill
Budgets	Correct Category Budget Amount	Zero or one row	carlCorrectBudget
Expense Schedules	Correct Expense Schedule	Zero or one row	carlCorrectExpense
Rental Properties	Correct Rental Property Facts	Zero or one row	carlCorrectRentalProperty
Vendors	Correct Vendor and Contact	Zero or one row	carlCorrectVendor
Accounts and Debts	Add Financial Account	No selection	carlCreateAccount
Budgets	Create Category Budget	No selection	carlCreateBudget
Cash Forecasts	Review Cash Forecast Assumptions	No selection	carlCreateCashPlan
Expense Schedules	Record Expense Schedule	No selection	carlCreateExpense
Financial Goals and Priorities	Record Financial Priority	No selection	carlCreateGoal
Agreed Plans	Propose Plan from Comparison	No selection	carlCreatePlan
Accounts and Debts	Record Current and Proposed Debt Payments	Zero or one row	carlDebtPayments
Accounts and Debts	Record Future Debt Rate or Fee	Zero or one row	carlDebtRateChange
Accounts and Debts	Record Debt Statement Terms	Zero or one row	carlDebtTerms
Reports, Plans and Drafts	Download Saved Report PDF	Zero or one row	carlDownloadReportPdf
Reports, Plans and Drafts	Download Saved Report TEXT	Zero or one row	carlDownloadReportText
Reports, Plans and Drafts	Download Vendor Draft — Not Sent	Zero or one row	carlDownloadVendorDraft
Reviewed Rental Components	Add or Edit Reviewed Component	No selection	carlEditRentalReviewComponent
Reviewed Property Shares	Add or Edit Property Share	No selection	carlEditRentalReviewShare
Reports, Plans and Drafts	Edit Saved Vendor Draft	Zero or one row	carlEditVendorDraft
Expense Schedules	Prepare Expense Forecast	Zero or one row	carlExpenseReport
Agreed Plans	Download Plan PDF	Zero or one row	carlExportPlan
Reports, Plans and Drafts	Generate Focused Report	No selection	carlFocusedReport
Agreed Plans	Generate Financial Readiness Plan	No selection	carlGenerateReadinessPlan
Reports, Plans and Drafts	Generate Household Report	No selection	carlHouseholdReport
Bills	Apply Reviewed Bill Import	No selection	carlImportBills
Monarch Import History	Import from Monarch	No selection	carlImportMonarch
Reports, Plans and Drafts	Inspect Report Request	No selection	carlInspectReportRequest
Financial Goals and Priorities	Record Investment Context	Zero or one row	carlInvestmentContext
Financial Goals and Priorities	Explore Investment Assumptions	Zero or one row	carlInvestmentScenario
Vendor Work	Update Vendor Work and Follow-up	Zero or one row	carlMaintainVendorWork
Bills	Add Bill	No selection	carlManualBill
Human-entered Transactions	Record Human-entered Transaction	No selection	carlManualTransaction
Monarch Import History	Map Monarch Account	No selection	carlMapMonarch
Transactions	Match Internal Transfer	No selection	carlPairTransfer
Plan Tasks	Record Plan Check-in	Zero or one row	carlPlanCheckIn
Plan Effect Expectations	Record Agreed Plan Expectation	No selection	carlPlanExpectation
Plan Tasks	Assign Plan Task	Zero or one row	carlPlanTask
Bills	Preview Bill Import	No selection	carlPreviewBills
Rental Allocation Reviews	Preview Rental Allocation Review	Zero or one row	carlPreviewRentalReview
Reports, Plans and Drafts	Reconcile or Terminate Report Request	No selection	carlReconcileReportRequest
Evidenced Expense Payments	Record Evidenced Expense Payment	No selection	carlRecordExpenseActual
Financing Offers	Record Financing Offer Assumptions	No selection	carlRecordOffer
Scheduled Rent	Record Scheduled Rent	No selection	carlRecordRentDue
Rental Stress Assumptions	Record Hypothetical Rental Stress	No selection	carlRecordRentalStress
Conditional Ownership Alternatives	Record Conditional Ownership Alternative	No selection	carlRecordTaxAlternative
Dated Tax Sources	Record Dated Primary Source	No selection	carlRecordTaxReference
Evidenced Expense Payments	Review Changed Expense Payment	Zero or one row	carlRefreshExpenseActual
Monarch Import History	Register Source Accounts for Review	Zero or one row	carlRegisterMonarchSources
Reviewed Rental Components	Remove Draft Component	Zero or one row	carlRemoveRentalReviewComponent
Current Rental Reports	Prepare Rental Property Report	No selection	carlRentalReport
Rental Stress Assumptions	Calculate Conditional Rental Stress	Zero or one row	carlRentalStressReport
Agreed Plans	Replan with Current Comparison	Zero or one row	carlReplan
Monarch Import History	Resolve Balance Observation	Zero or one row	carlResolveMonarchBalance
Monarch Import History	Resume Monarch Review	Zero or one row	carlResumeMonarch
Accounts and Debts	Review Financial Account	Zero or one row	carlReviewAccount
Reviewed Financing Allocations	Review Financing Allocation (up to four sources)	No selection	carlReviewPortfolioMove
Reminder Completion Review	Review Remote Reminder Completion	Zero or one row	carlReviewReminder
Homes and Properties	Record Home Use and Mortgage Terms	Zero or one row	carlSaveHomeProfile
Cash Forecasts	Replace Cash Forecast Expense Selection	Zero or one row	carlSelectCashExpenses
Preferences	Choose My Dashboard Default	No selection	carlSetDashboardDefault
Preferences	Choose Report Detail	No selection	carlSetReportDetail
Preferences	Choose Report Period	No selection	carlSetReportPeriod
Expense Payment Applications	Apply Payment to Expense Due	No selection	carlSettleExpense
Dated Tax Sources	Prepare Tax and Ownership Discussion	No selection	carlSourceGroundedTaxPacket
Rental Allocation Reviews	Start Rental Allocation Review	No selection	carlStartRentalReview
Calendar	Suggest Possible Appointment Windows	No selection	carlSuggestAppointmentWindows
Reports, Plans and Drafts	Read Carl's Response	No selection	carlTalkRead
Reports, Plans and Drafts	Continue Talking to Carl	No selection	carlTalkReply
Reports, Plans and Drafts	Talk to Carl	No selection	carlTalkStart
Tax Documents	Record Supplied Tax Evidence	No selection	carlTaxDocument
Tax Documents	Prepare Property Tax Checklist	No selection	carlTaxPacket
Tax Preparation Properties	Record Tax Preparation Context	Zero or one row	carlTaxPropertyContext
Dated Tax Sources	Activate or Deactivate Tax Source	Zero or one row	carlTaxReferenceStatus
Rent Receipt Applications	Correct Rent Receipt Application	Zero or one row	carlUnapplyRentReceipt
Transactions	Review and Unpair Transfer	Zero or one row	carlUnpairTransfer
Expense Payment Applications	Correct Expense Payment Application	Zero or one row	carlUnsettleExpense
Vendor Work	Prepare Vendor Draft	Zero or one row	carlVendorDraft
Reports, Plans and Drafts	Review Draft Version History	Zero or one row	carlVendorDraftHistory