26fb19ca9a
- migration/README.md: cold-start rebuild runbook (reconciliation gate,
classification rules, transfer pairing, investment policy, execution order)
- migration/build_rebuild_dataset.py: consolidated 3-QFX builder with PNC-
owned transfers, counterpart pairing & drop, per-account reconciliation
- migration/rebuild_clusters.{json,md}: clustering proposal for the rebuild
- migration/rebuild_review.html: read-only browser review for the 1017-txn
rebuild plan (transfers under PNC, category fixes baked in)
- migration/{pnc_review,review_preview_mixed}.html: earlier UI previews
- merchant_map.json: add 10 settled deterministic rules (Duquesne Light,
Pitt Salary, Interest Payment, IRS, Pitt Tuition, Daily Cash Adjustment,
ATM Surcharge/Yardi/Venmo/Zelle->Don't Know) so the skill stops flagging
pre-classified PNC lines as UNMATCHED
300 lines
51 KiB
HTML
300 lines
51 KiB
HTML
<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="utf-8">
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<meta name="viewport" content="width=device-width, initial-scale=1">
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<title>Firefly import review</title>
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<style>
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:root { --bg:#0f1115; --panel:#181b22; --line:#2a2f3a; --fg:#e7e9ee;
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--muted:#9aa3b2; --accent:#4f9cf9; --ok:#3fb950; --no:#f85149;
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--warn:#d29922; }
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* { box-sizing:border-box; }
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body { margin:0; font:14px/1.45 -apple-system,Segoe UI,Roboto,sans-serif;
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background:var(--bg); color:var(--fg); }
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header { position:sticky; top:0; z-index:5; background:var(--panel);
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border-bottom:1px solid var(--line); padding:12px 18px;
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display:flex; gap:18px; align-items:center; flex-wrap:wrap; }
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header h1 { font-size:15px; margin:0; font-weight:600; }
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.counts { display:flex; gap:14px; color:var(--muted); font-size:13px; }
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.counts b { color:var(--fg); }
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.spacer { flex:1; }
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button { font:inherit; cursor:pointer; border:1px solid var(--line);
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background:#222732; color:var(--fg); border-radius:6px;
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padding:7px 12px; }
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button:hover { border-color:var(--accent); }
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button.primary { background:var(--accent); border-color:var(--accent);
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color:#06203f; font-weight:600; }
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section { margin:22px auto; max-width:1200px; padding:0 18px; }
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h2 { font-size:15px; border-bottom:1px solid var(--line);
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padding-bottom:6px; }
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h2 .sub { color:var(--muted); font-weight:400; font-size:12px;
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margin-left:8px; }
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table { width:100%; border-collapse:collapse; }
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th,td { text-align:left; padding:7px 8px; border-bottom:1px solid var(--line);
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vertical-align:top; font-size:13px; }
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th { color:var(--muted); font-weight:600; }
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td.amt { text-align:right; font-variant-numeric:tabular-nums;
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white-space:nowrap; }
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.desc { color:var(--fg); }
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.desc small { color:var(--muted); display:block; }
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input[type=text], select { font:inherit; background:#11141a; color:var(--fg);
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border:1px solid var(--line); border-radius:5px; padding:5px 6px;
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width:100%; }
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.toggle { display:inline-flex; border:1px solid var(--line);
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border-radius:6px; overflow:hidden; }
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.toggle button { border:0; border-radius:0; padding:5px 10px;
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background:#11141a; }
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.toggle button.on-ok { background:var(--ok); color:#04210b;
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font-weight:600; }
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.toggle button.on-no { background:var(--no); color:#2a0606;
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font-weight:600; }
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.pill { font-size:11px; padding:1px 7px; border-radius:999px;
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border:1px solid var(--line); color:var(--muted); }
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.pill.review { color:var(--warn); border-color:var(--warn); }
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.pill.unmatched { color:var(--no); border-color:var(--no); }
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.pill.create { color:var(--ok); border-color:var(--ok); }
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.pill.transfer { color:#fff; background:#8e5cf7; border-color:#8e5cf7; }
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.pill.dup { color:var(--muted); }
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tr.is-transfer td { background:rgba(142,92,247,0.10); }
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.sugg { color:var(--muted); font-size:12px; margin-top:3px; }
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.sugg a { color:var(--accent); cursor:pointer; text-decoration:underline; }
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.readonly td { color:var(--muted); }
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.empty { color:var(--muted); padding:10px 0; }
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footer { max-width:1200px; margin:30px auto 60px; padding:0 18px;
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color:var(--muted); font-size:12px; }
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</style>
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</head>
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<body>
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<header>
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<h1>Firefly import review</h1>
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<div class="counts" id="counts"></div>
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<div class="spacer"></div>
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<button id="approveAuto">Approve all auto</button>
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<button id="export" class="primary">Export decisions</button>
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</header>
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<section>
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<h2>Needs Clarity <span class="sub">UNMATCHED + REVIEW — set the
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canonical account, category, budget, then approve</span></h2>
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<table><thead><tr>
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<th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
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<th>Category</th><th>Budget</th><th>Comment</th><th>Decision</th>
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</tr></thead><tbody id="tb-clarity"></tbody></table>
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<div class="empty" id="empty-clarity" hidden>Nothing needs clarification.</div>
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</section>
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<section>
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<h2>Auto-Proposed <span class="sub">matched a rule — approved by
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default, deny or edit if wrong</span></h2>
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<table><thead><tr>
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<th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
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<th>Category</th><th>Budget</th><th>Comment</th><th>Decision</th>
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</tr></thead><tbody id="tb-auto"></tbody></table>
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<div class="empty" id="empty-auto" hidden>No auto-proposed rows.</div>
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</section>
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<section>
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<h2>All Transactions <span class="sub">complete picture, read-only
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(includes skipped duplicates)</span></h2>
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<table><thead><tr>
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<th>Date</th><th>Amount</th><th>Type</th><th>Description</th>
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<th>Bucket</th><th>Target</th>
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</tr></thead><tbody id="tb-all"></tbody></table>
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</section>
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<footer>
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Decisions are exported as <code>decisions.json</code> (keyed by
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external_id). Re-run
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<code>firefly_import.py <normalized> --decisions decisions.json --post</code>
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to post only approved rows.
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</footer>
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<script>
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const PLAN = {"meta": {"generated": "2026-05-17", "config": ".firefly.json", "record_count": 90, "note": "REAL PNC June-window classification — browser-test the reviewer on your own data", "rendered": "2026-05-17T14:35:41"}, "rows": [{"external_id": "pnc:952673929534609207#1#001#2026-05-15#", "bucket": "TRANSFER", "date": "2026-05-15", "amount": "78.41", "type": "transfer", "description": "CITI AUTOPAY PAYMENT ACH WEB-REC CITI AUTOPAY PAYMENT ACH WE", "asset_account": "PNC Checking", "destination_account": "Costco Visa Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2026-05-08#", "bucket": "CREATE", "date": "2026-05-08", "amount": "0.05", "type": "deposit", "description": "INTEREST PAYMENT INTEREST PAYMENT", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Interest Income", "proposed_account_id": null, "proposed_category": "Investment: Interest", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-05-08#", "bucket": "REVIEW", "date": "2026-05-08", "amount": "2150.00", "type": "withdrawal", "description": "CHECK 143 xxxxx2209 CHECK 143 xxxxx2209", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "CHECK (payee?)", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-05-05#", "bucket": "REVIEW", "date": "2026-05-05", "amount": "2150.00", "type": "withdrawal", "description": "CHECK 142 xxxxx1771 CHECK 142 xxxxx1771", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "CHECK (payee?)", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#2#001#2026-05-04#", "bucket": "CREATE", "date": "2026-05-04", "amount": "48.09", "type": "withdrawal", "description": "DUQUESNE LIGHT PAYMENT ACH DEBIT DUQUESNE LIGHT PAYMENT ACH ", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Duquesne Light", "proposed_account_id": null, "proposed_category": "Utilities: Electric", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-05-04#", "bucket": "CREATE", "date": "2026-05-04", "amount": "1025.00", "type": "withdrawal", "description": "COMPEER-COMP-CP WEB PMTS ACH WEB COMPEER-COMP-CP WEB PMTS AC", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Compeer Investments", "proposed_account_id": null, "proposed_category": "Rent", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-05-01#", "bucket": "TRANSFER", "date": "2026-05-01", "amount": "1650.72", "type": "transfer", "description": "APPLECARD GSBANK PAYMENT ACH WEB APPLECARD GSBANK PAYMENT AC", "asset_account": "PNC Checking", "destination_account": "Apple Credit Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-04-30#", "bucket": "CREATE", "date": "2026-04-30", "amount": "2778.70", "type": "deposit", "description": "UNIV PITTSBURGH PAYROLL ACH CRED UNIV PITTSBURGH PAYROLL ACH", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Pitt Salary", "proposed_account_id": null, "proposed_category": "Wages", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-04-28#", "bucket": "TRANSFER", "date": "2026-04-28", "amount": "3550.00", "type": "transfer", "description": "SCHWAB BROKERAGE MONEYLINK ACH C SCHWAB BROKERAGE MONEYLINK ", "asset_account": "PNC Checking", "destination_account": "Schwab (Stocks/Savings?)", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#2#001#2026-04-27#", "bucket": "REVIEW", "date": "2026-04-27", "amount": "60.00", "type": "withdrawal", "description": "CHECK 144 xxxxx4324 CHECK 144 xxxxx4324", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "CHECK (payee?)", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-04-27#", "bucket": "TRANSFER", "date": "2026-04-27", "amount": "4000.00", "type": "transfer", "description": "SCHWAB BROKERAGE MONEYLINK ACH C SCHWAB BROKERAGE MONEYLINK ", "asset_account": "PNC Checking", "destination_account": "Schwab (Stocks/Savings?)", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-04-17#", "bucket": "REVIEW", "date": "2026-04-17", "amount": "258.96", "type": "deposit", "description": "VENMO CASHOUT ACH CREDIT xxxxxxx VENMO CASHOUT ACH CREDIT xx", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Don't Know", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-04-15#", "bucket": "TRANSFER", "date": "2026-04-15", "amount": "116.09", "type": "transfer", "description": "CITI AUTOPAY PAYMENT ACH WEB-REC CITI AUTOPAY PAYMENT ACH WE", "asset_account": "PNC Checking", "destination_account": "Costco Visa Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-04-14#", "bucket": "TRANSFER", "date": "2026-04-14", "amount": "50.00", "type": "transfer", "description": "ATM WITHDRAWAL PNCPM1896 N0414 3 ATM WITHDRAWAL PNCPM1896 N0", "asset_account": "PNC Checking", "destination_account": "Cash", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2026-04-13#", "bucket": "REVIEW", "date": "2026-04-13", "amount": "1.05", "type": "deposit", "description": "ZEL FROM MHER KARAKOUZIAN ZEL FROM MHER KARAKOUZIAN", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Don't Know", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-04-13#", "bucket": "REVIEW", "date": "2026-04-13", "amount": "3.45", "type": "deposit", "description": "ZEL FROM Luis Benitez ZEL FROM Luis Benitez", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Don't Know", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-04-08#", "bucket": "CREATE", "date": "2026-04-08", "amount": "0.08", "type": "deposit", "description": "INTEREST PAYMENT INTEREST PAYMENT", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Interest Income", "proposed_account_id": null, "proposed_category": "Investment: Interest", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2026-04-02#", "bucket": "CREATE", "date": "2026-04-02", "amount": "36.55", "type": "withdrawal", "description": "DUQUESNE LIGHT PAYMENT ACH DEBIT DUQUESNE LIGHT PAYMENT ACH ", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Duquesne Light", "proposed_account_id": null, "proposed_category": "Utilities: Electric", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-04-02#", "bucket": "CREATE", "date": "2026-04-02", "amount": "1025.00", "type": "withdrawal", "description": "COMPEER-COMP-CP WEB PMTS ACH WEB COMPEER-COMP-CP WEB PMTS AC", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Compeer Investments", "proposed_account_id": null, "proposed_category": "Rent", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2026-04-01#", "bucket": "TRANSFER", "date": "2026-04-01", "amount": "3000.00", "type": "transfer", "description": "SCHWAB BROKERAGE MONEYLINK ACH D SCHWAB BROKERAGE MONEYLINK ", "asset_account": "PNC Checking", "destination_account": "Schwab (Stocks/Savings?)", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-04-01#", "bucket": "TRANSFER", "date": "2026-04-01", "amount": "5000.00", "type": "transfer", "description": "SCHWAB BROKERAGE MONEYLINK ACH W SCHWAB BROKERAGE MONEYLINK ", "asset_account": "PNC Checking", "destination_account": "Schwab (Stocks/Savings?)", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-03-31#", "bucket": "CREATE", "date": "2026-03-31", "amount": "2778.70", "type": "deposit", "description": "UNIV PITTSBURGH PAYROLL ACH CRED UNIV PITTSBURGH PAYROLL ACH", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Pitt Salary", "proposed_account_id": null, "proposed_category": "Wages", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2026-03-30#", "bucket": "TRANSFER", "date": "2026-03-30", "amount": "9976.38", "type": "transfer", "description": "APPLECARD GSBANK PAYMENT ACH WEB APPLECARD GSBANK PAYMENT AC", "asset_account": "PNC Checking", "destination_account": "Apple Credit Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-03-30#", "bucket": "CREATE", "date": "2026-03-30", "amount": "124.00", "type": "deposit", "description": "IRS TREAS 310 TAX REF ACH CREDIT IRS TREAS 310 TAX REF ACH C", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "IRS Refund", "proposed_account_id": null, "proposed_category": "Taxes", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2026-03-18#", "bucket": "TRANSFER", "date": "2026-03-18", "amount": "100.00", "type": "transfer", "description": "ATM WITHDRAWAL PNCPJ6207 N0318 3 ATM WITHDRAWAL PNCPJ6207 N0", "asset_account": "PNC Checking", "destination_account": "Cash", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-03-18#", "bucket": "TRANSFER", "date": "2026-03-18", "amount": "14715.00", "type": "transfer", "description": "ATM DEPOSIT xxxx5883 DEPOSIT 403 ATM DEPOSIT xxxx5883 DEPOSI", "asset_account": "PNC Checking", "destination_account": "Coverdell", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2026-03-16#", "bucket": "TRANSFER", "date": "2026-03-16", "amount": "194.65", "type": "transfer", "description": "CITI AUTOPAY PAYMENT ACH WEB-REC CITI AUTOPAY PAYMENT ACH WE", "asset_account": "PNC Checking", "destination_account": "Costco Visa Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-03-09#", "bucket": "CREATE", "date": "2026-03-09", "amount": "0.07", "type": "deposit", "description": "INTEREST PAYMENT INTEREST PAYMENT", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Interest Income", "proposed_account_id": null, "proposed_category": "Investment: Interest", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2026-03-04#", "bucket": "CREATE", "date": "2026-03-04", "amount": "38.22", "type": "withdrawal", "description": "DUQUESNE LIGHT PAYMENT ACH DEBIT DUQUESNE LIGHT PAYMENT ACH ", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Duquesne Light", "proposed_account_id": null, "proposed_category": "Utilities: 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"pnc:952673929534609207#1#001#2025-09-03#", "bucket": "CREATE", "date": "2025-09-03", "amount": "1025.00", "type": "withdrawal", "description": "COMPEER-COMP-CP WEB PMTS ACH WEB COMPEER-COMP-CP WEB PMTS AC", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Compeer Investments", "proposed_account_id": null, "proposed_category": "Rent", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#3#001#2025-09-02#", "bucket": "TRANSFER", "date": "2025-09-02", "amount": "200.00", "type": "transfer", "description": "ATM WITHDRAWAL PNCPJ6274 N0902 3 ATM WITHDRAWAL PNCPJ6274 N0", "asset_account": "PNC Checking", "destination_account": "Cash", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2025-09-02#", "bucket": "TRANSFER", "date": "2025-09-02", "amount": "6923.08", "type": "transfer", "description": "APPLECARD GSBANK PAYMENT ACH WEB APPLECARD GSBANK PAYMENT AC", "asset_account": "PNC Checking", "destination_account": "Apple Credit Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2025-09-02#", "bucket": "REVIEW", "date": "2025-09-02", "amount": "200.00", "type": "deposit", "description": "ATM DEPOSIT xxxx2199 DEPOSIT 560 ATM DEPOSIT xxxx2199 DEPOSI", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "ATM deposit (source?)", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2025-08-29#", "bucket": "CREATE", "date": "2025-08-29", "amount": "2703.46", "type": "deposit", "description": "UNIV PITTSBURGH SALARY ACH CREDI UNIV PITTSBURGH SALARY ACH ", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Pitt Salary", "proposed_account_id": null, "proposed_category": "Wages", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2025-08-25#", "bucket": "REVIEW", "date": "2025-08-25", "amount": "1100.00", "type": "withdrawal", "description": "WITHDRAWAL xxxxx8118 WITHDRAWAL xxxxx8118", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Withdrawal (where?)", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2025-08-19#", "bucket": "REVIEW", "date": "2025-08-19", "amount": "50.00", "type": "withdrawal", "description": "CAPITAL ONE TRANSFER ACH WEB RT0 CAPITAL ONE TRANSFER ACH WE", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Capital One?", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#2#001#2025-08-18#", "bucket": "REVIEW", "date": "2025-08-18", "amount": "14.77", "type": "deposit", "description": "CAPITAL ONE TRANSFER ACH WEB PAY CAPITAL ONE TRANSFER ACH WE", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Capital One?", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2025-08-18#", "bucket": "REVIEW", "date": "2025-08-18", "amount": "2503.39", "type": "deposit", "description": "CAPITAL ONE TRANSFER ACH WEB PAY CAPITAL ONE TRANSFER ACH WE", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Capital One?", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true}, {"external_id": "pnc:952673929534609207#1#001#2025-08-15#", "bucket": "TRANSFER", "date": "2025-08-15", "amount": "2505.53", "type": "transfer", "description": "CITI AUTOPAY PAYMENT ACH WEB-REC CITI AUTOPAY PAYMENT ACH WE", "asset_account": "PNC Checking", "destination_account": "Costco Visa Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2025-08-11#", "bucket": "TRANSFER", "date": "2025-08-11", "amount": "22000.00", "type": "transfer", "description": "CARVANA PAYOUT CVNA x6542 CORPOR CARVANA PAYOUT CVNA x6542 C", "asset_account": "PNC Checking", "destination_account": "Illiquid Assets", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2025-08-08#", "bucket": "CREATE", "date": "2025-08-08", "amount": "0.04", "type": "deposit", "description": "INTEREST PAYMENT INTEREST PAYMENT", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Interest Income", "proposed_account_id": null, "proposed_category": "Investment: Interest", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2025-08-06#", "bucket": "CREATE", "date": "2025-08-06", "amount": "47.39", "type": "withdrawal", "description": "DUQUESNE LIGHT PAYMENT ACH DEBIT DUQUESNE LIGHT PAYMENT ACH ", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Duquesne Light", "proposed_account_id": null, "proposed_category": "Utilities: Electric", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#2#001#2025-08-04#", "bucket": "CREATE", "date": "2025-08-04", "amount": "1029.95", "type": "withdrawal", "description": "YSI*Compeer Investment 412-xxx57 YSI*Compeer Investment 412-", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Compeer Investments", "proposed_account_id": null, "proposed_category": "Rent", "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2025-08-04#", "bucket": "CREATE", "date": "2025-08-04", "amount": "0.43", "type": "deposit", "description": "YARDI PENNY TEST ACCTVERIFY ACH YARDI PENNY TEST ACCTVERIFY ", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Don't Know", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}, {"external_id": "pnc:952673929534609207#1#001#2025-08-01#", "bucket": "TRANSFER", "date": "2025-08-01", "amount": "3218.03", "type": "transfer", "description": "APPLECARD GSBANK PAYMENT ACH WEB APPLECARD GSBANK PAYMENT AC", "asset_account": "PNC Checking", "destination_account": "Apple Credit Card", "proposed_account": null, "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false}]};
|
|
const BUDGETS = ["", "Needs", "Wants", "Savings"];
|
|
const rows = PLAN.rows || [];
|
|
|
|
// Per-row decision state, keyed by external_id (the stable id).
|
|
const state = {};
|
|
for (const r of rows) {
|
|
const isAuto = r.bucket === "CREATE" || r.bucket === "TRANSFER";
|
|
state[r.external_id] = {
|
|
approved: isAuto, // auto rows default-approved; clarity not
|
|
account: r.proposed_account || "",
|
|
account_id: (r.proposed_account_id != null) ? r.proposed_account_id : null,
|
|
category: r.proposed_category || "",
|
|
budget: r.proposed_budget || "",
|
|
comment: ""
|
|
};
|
|
}
|
|
|
|
function esc(s) {
|
|
return String(s == null ? "" : s)
|
|
.replace(/&/g,"&").replace(/</g,"<").replace(/>/g,">");
|
|
}
|
|
|
|
function budgetOptions(sel) {
|
|
return BUDGETS.map(b =>
|
|
`<option value="${esc(b)}"${b===sel?" selected":""}>${esc(b||"—")}</option>`
|
|
).join("");
|
|
}
|
|
|
|
function decisionCell(id) {
|
|
const s = state[id];
|
|
return `<div class="toggle" data-id="${esc(id)}">
|
|
<button class="d-ok${s.approved?" on-ok":""}">Approve</button>
|
|
<button class="d-no${!s.approved?" on-no":""}">Deny</button></div>`;
|
|
}
|
|
|
|
function editableRow(r) {
|
|
const id = r.external_id, s = state[id];
|
|
const pill = r.bucket === "UNMATCHED"
|
|
? '<span class="pill unmatched">UNMATCHED</span>'
|
|
: r.bucket === "TRANSFER"
|
|
? '<span class="pill transfer">TRANSFER</span>'
|
|
: (r.review ? '<span class="pill review">REVIEW</span>'
|
|
: '<span class="pill create">CREATE</span>');
|
|
const canon = r.bucket === "TRANSFER"
|
|
? `Transfer → <b>${esc(r.destination_account || "?")}</b>`
|
|
: (r.proposed_account
|
|
? `Canonical account → <b>${esc(r.proposed_account)}</b>` +
|
|
(r.proposed_account_id != null
|
|
? ` <span style="color:#888">#${esc(r.proposed_account_id)}</span>`
|
|
: ` <span style="color:#888">(new)</span>`)
|
|
: `Canonical account → <b style="color:#c0392b">unset</b> ` +
|
|
`<span style="color:#888">— set it below</span>`);
|
|
let sugg = "";
|
|
if (r.suggestions && r.suggestions.length) {
|
|
sugg = `<div class="sugg">did you mean: ` +
|
|
r.suggestions.map(x =>
|
|
`<a data-id="${esc(id)}" data-acct="${esc(x)}">${esc(x)}</a>`
|
|
).join(", ") + `</div>`;
|
|
}
|
|
return `<tr data-id="${esc(id)}" class="${r.bucket==="TRANSFER"?"is-transfer":""}">
|
|
<td>${esc(r.date)}</td>
|
|
<td class="amt">${esc(r.amount)}</td>
|
|
<td class="desc">${esc(r.description)}
|
|
<small>${esc(r.asset_account)} ${pill}</small>
|
|
<div class="canon" style="margin-top:3px;font-size:12px">${canon}</div>${sugg}</td>
|
|
<td><input type="text" class="f-account" value="${esc(s.account)}"
|
|
placeholder="canonical account"></td>
|
|
<td><input type="text" class="f-category" value="${esc(s.category)}"
|
|
placeholder="category"></td>
|
|
<td><select class="f-budget">${budgetOptions(s.budget)}</select></td>
|
|
<td><input type="text" class="f-comment" value="${esc(s.comment)}"
|
|
placeholder="note"></td>
|
|
<td>${decisionCell(id)}</td></tr>`;
|
|
}
|
|
|
|
function readonlyRow(r) {
|
|
let tgt = "";
|
|
if (r.bucket === "TRANSFER") tgt = "→ " + esc(r.destination_account || "?");
|
|
else if (r.proposed_account) tgt = "→ " + esc(r.proposed_account) +
|
|
(r.proposed_account_id != null ? " #" + esc(r.proposed_account_id)
|
|
: " (new)");
|
|
else if (r.bucket === "SKIP-dup") tgt = "dup";
|
|
const cls = {"SKIP-dup":"dup","UNMATCHED":"unmatched","TRANSFER":"transfer",
|
|
"REVIEW":"review","CREATE":"create"}[r.bucket] || "";
|
|
return `<tr class="readonly${r.bucket==="TRANSFER"?" is-transfer":""}">
|
|
<td>${esc(r.date)}</td><td class="amt">${esc(r.amount)}</td>
|
|
<td>${esc(r.type)}</td><td>${esc(r.description)}</td>
|
|
<td><span class="pill ${cls}">${esc(r.bucket)}</span></td>
|
|
<td>${tgt}</td></tr>`;
|
|
}
|
|
|
|
function render() {
|
|
const clarity = rows.filter(r =>
|
|
r.bucket === "UNMATCHED" || r.bucket === "REVIEW");
|
|
const auto = rows.filter(r =>
|
|
r.bucket === "CREATE" || r.bucket === "TRANSFER");
|
|
|
|
const tbC = document.getElementById("tb-clarity");
|
|
const tbA = document.getElementById("tb-auto");
|
|
const tbAll = document.getElementById("tb-all");
|
|
tbC.innerHTML = clarity.map(editableRow).join("");
|
|
tbA.innerHTML = auto.map(editableRow).join("");
|
|
tbAll.innerHTML = rows.map(readonlyRow).join("");
|
|
document.getElementById("empty-clarity").hidden = clarity.length > 0;
|
|
document.getElementById("empty-auto").hidden = auto.length > 0;
|
|
|
|
const nApproved = Object.values(state).filter(s => s.approved).length;
|
|
document.getElementById("counts").innerHTML =
|
|
`<span><b>${rows.length}</b> rows</span>` +
|
|
`<span><b>${clarity.length}</b> need clarity</span>` +
|
|
`<span><b>${auto.length}</b> auto</span>` +
|
|
`<span><b>${rows.filter(r=>r.bucket==="SKIP-dup").length}</b> dup</span>` +
|
|
`<span><b>${nApproved}</b> approved</span>`;
|
|
}
|
|
|
|
// --- event wiring (delegated, so re-render keeps working) ------------------
|
|
document.body.addEventListener("input", e => {
|
|
const tr = e.target.closest("tr[data-id]");
|
|
if (!tr) return;
|
|
const id = tr.dataset.id, s = state[id];
|
|
if (e.target.classList.contains("f-account")) {
|
|
s.account = e.target.value; s.account_id = null; // typed name => re-resolve
|
|
} else if (e.target.classList.contains("f-category")) {
|
|
s.category = e.target.value;
|
|
} else if (e.target.classList.contains("f-budget")) {
|
|
s.budget = e.target.value;
|
|
} else if (e.target.classList.contains("f-comment")) {
|
|
s.comment = e.target.value;
|
|
}
|
|
});
|
|
|
|
document.body.addEventListener("click", e => {
|
|
// suggestion chip -> fill account
|
|
if (e.target.matches(".sugg a")) {
|
|
const id = e.target.dataset.id;
|
|
state[id].account = e.target.dataset.acct;
|
|
state[id].account_id = null;
|
|
render();
|
|
return;
|
|
}
|
|
const tog = e.target.closest(".toggle");
|
|
if (tog) {
|
|
const id = tog.dataset.id;
|
|
if (e.target.classList.contains("d-ok")) state[id].approved = true;
|
|
else if (e.target.classList.contains("d-no")) state[id].approved = false;
|
|
render();
|
|
}
|
|
});
|
|
|
|
document.getElementById("approveAuto").addEventListener("click", () => {
|
|
for (const r of rows) {
|
|
if (r.bucket === "CREATE" || r.bucket === "TRANSFER")
|
|
state[r.external_id].approved = true;
|
|
}
|
|
render();
|
|
});
|
|
|
|
document.getElementById("export").addEventListener("click", () => {
|
|
// Only emit rows the user can act on (clarity + auto). SKIP-dup rows are
|
|
// read-only context and are never posted, so they stay out of decisions.
|
|
const out = {};
|
|
for (const r of rows) {
|
|
if (r.bucket === "SKIP-dup") continue;
|
|
const s = state[r.external_id];
|
|
out[r.external_id] = {
|
|
approved: !!s.approved,
|
|
account: s.account || null,
|
|
account_id: (s.account_id != null) ? s.account_id : null,
|
|
category: s.category || null,
|
|
budget: s.budget || null,
|
|
comment: s.comment || ""
|
|
};
|
|
}
|
|
const blob = new Blob([JSON.stringify(out, null, 2)],
|
|
{ type: "application/json" });
|
|
const url = URL.createObjectURL(blob);
|
|
const a = document.createElement("a");
|
|
a.href = url; a.download = "decisions.json";
|
|
document.body.appendChild(a); a.click(); a.remove();
|
|
setTimeout(() => URL.revokeObjectURL(url), 1000);
|
|
});
|
|
|
|
render();
|
|
</script>
|
|
</body>
|
|
</html>
|