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finances/migration/rebuild_review.html
Dane Sabo e446c4097a Migration: rebuild battle-test learnings + opening-balance orphan fix 
- build_rebuild_dataset.py: subtract orphan paired-transfer amounts from
  destination card's derived opening; html.unescape descriptions.
- merchant_map.json: +110 auto-tail rules from rebuild long-tail, +20
  recurring rules + 135 auto-cluster acceptances; stripped all cached
  account_ids; Rock Auto -> Z(Mizumi) review:true; Duquesne Light ->
  Utilities; categories stripped from _auto_tail rules per user policy.
- migration/README.md: 'Lessons from the first rebuild' section.
- migration/rebuild_clusters.{json,md}: clustering proposal artifact.
2026-05-25 21:05:38 -04:00

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<html lang="en">
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1">
<title>Firefly import review</title>
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<header>
<h1>Firefly import review</h1>
<div class="counts" id="counts"></div>
<div class="spacer"></div>
<button id="approveAuto">Approve all auto</button>
<button id="export" class="primary">Export decisions</button>
</header>
<section>
<h2>Needs Clarity <span class="sub">UNMATCHED + REVIEW &mdash; set the
canonical account, category, budget, then approve</span></h2>
<table><thead><tr>
<th>#</th><th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
<th>Category</th><th>Budget</th><th>Comment</th><th>Decision</th>
</tr></thead><tbody id="tb-clarity"></tbody></table>
<div class="empty" id="empty-clarity" hidden>Nothing needs clarification.</div>
</section>
<section>
<h2>Auto-Proposed <span class="sub">matched a rule &mdash; approved by
default, deny or edit if wrong</span></h2>
<table><thead><tr>
<th>#</th><th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
<th>Category</th><th>Budget</th><th>Comment</th><th>Decision</th>
</tr></thead><tbody id="tb-auto"></tbody></table>
<div class="empty" id="empty-auto" hidden>No auto-proposed rows.</div>
</section>
<section>
<h2>All Transactions <span class="sub">complete picture, read-only
(includes skipped duplicates)</span></h2>
<table><thead><tr>
<th>#</th><th>Date</th><th>Amount</th><th>Type</th><th>Description</th>
<th>Bucket</th><th>Target</th>
</tr></thead><tbody id="tb-all"></tbody></table>
</section>
<footer>
Decisions are exported as <code>decisions.json</code> (keyed by
external_id). Re-run
<code>firefly_import.py &lt;normalized&gt; --decisions decisions.json --post</code>
to post only approved rows.
</footer>
<script>
const PLAN = {"meta": {"generated": "2026-05-25T19:24:52", "config": "/tmp/ff_mock_cfg.json", "record_count": 1017, "categories": ["Auto: Fees", "Auto: Fuel", "Auto: Insurance", "Auto: Parking", "CRF (Jennifer)", "Clothes", "Coffee", "Education", "Electronics", "Entertainment", "Groceries", "Home", "Investment: Appreciation", "Investment: Dividend", "Investment: Interest", "Medical", "Other", "Personal Care", "Pets", "Recreation: Dating", "Recreation: Firearms", "Recreation: Golf", "Recreation: Pickleball", "Recreation: Racing", "Recreation: Snowboarding", "Recreation: Tailoring", "Rent", "Restaurants", "Subscriptions", "Taxes", "Tools", "Travel", "Utilities: Electric", "WRX (Aimee)", "Wages", "Z (Mizumi)"], "accounts": ["24 7 Travel St", "4891 Villa Fresh Itali", "7-eleven 36193", "7-eleven 40172", "ATM Deposit", "Act Cntyalleghenyprk", "Advance Auto Parts #82", "Air Force Museum Foundation", "Allegheny Arms", "Als Corner", "Amazon", "Amazon Mark* B008z3vv0", "Amazon Mark* B00sf6vv0", "Amazon Mark* B00sf6vv0410 Terry Avenue North Seattle 98109 Wa Usa (return)", "Amazon Mark* B03y156k1", "Amazon Mark* B204t9m31", "Amazon Mark* B20ut4rs0", "Amazon Mark* B25qs1we0", "Amazon Mark* B27fz6gt2", "Amazon Mark* B28op50v1", "Amazon Mark* B84433ru2", "Amazon Mark* B88vj1ll0", "Amazon Mark* B89cq33g2", "Amazon Mark* Bt7zy30r2", "Amazon Mark* I69685u13", "Amazon Mark* Lb5ys5vb3", "Amazon Mark* N484d5nb2", "Amazon Mark* Nu7oo9i42", "Amazon Mark* Vt2ln6iq3", "Amazon Mark* Wi45d1dp3", "Amazon Marketplace", "Amazon Mktpl*6s14s2t43", "Amazon Mktpl*ll1ai1jm3", "Amazon Mktpl*nf5182h32", "Amazon Mktpl*nu6416y72", "Amazon Mktpl*w495c37y3", "Amazon Mktpl*xm9kf5vl3", "Amazon Prime", "Amk Acrisure Concessio", "Ammojoy Llc", "Amz*vedder Holsters", "Apex Race Parts", "Apple Card", "Apple Card Cashback", "Apple Credit Card", "Apple Services", "Apple Store", "Arco 919671", "Autozone", "Autozone #4670", "Autozone #4690", "Autozone #4690 322 Washington Rd Pittsburgh 15216 Pa Usa (return)", "Autozone #5505", "Autozone #5505 6581 Steubenville Pike Crafton 15205 Pa Usa (return)", "BP#9604786UKANI BROS INC PITTSBURGH PA", "Baby Gee", "Barnes & Noble", "Barnes & Noble #2233", "Barnes & Noble 2367", "Belvedere's", "Best Buy 00005868", "Best Buy 00008250", "Big Buck Sport Shop", "Blue Alpha", "Borough Of Dormont", "Bp#1797700potomac Bqps", "Bp#2695000shreemadhqps", "Br Factory Us 7996", "Brillobox", "Bruster's Ice Cream", "Buffalo Wild Wngs 0021", "Burghers Brewing Millv", "Butterjoint", "CAPITAL ONE TRANSFER ACH WEB PAYMENT RT04E16C0EA8E68", "CAPITAL ONE TRANSFER ACH WEB PAYMENT RT097FE1F911EB7", "CHECK 141 xxxxx4572", "COMPEER-COMP-CP WEB PMTS ACH WEB 3Y6QDL", "COMPEER-COMP-CP WEB PMTS ACH WEB 7Y648K", "COMPEER-COMP-CP WEB PMTS ACH WEB D9FZ0L", "COMPEER-COMP-CP WEB PMTS ACH WEB F394TK", "COMPEER-COMP-CP WEB PMTS ACH WEB JS0NNK", "COMPEER-COMP-CP WEB PMTS ACH WEB K7TDFK", "COMPEER-COMP-CP WEB PMTS ACH WEB R34S6L", "COSTCO GAS #0332 PITTSBURGH PA", "COSTCO GAS #0649 WEST HOMESTEAPA", "COSTCO ONLINE RX 800-955-2292 WA", "COSTCO WHSE #0332 PITTSBURGH PA", "COSTCO WHSE #0649 WEST HOMESTEAPA", "CRF (Jennifer)", "CVS Pharmacy", "Capital One (Closed)", "Cappy's Cafe", "Carvana", "Cash", "Cash App", "Castle Shannon Shop'n Save", "Chestnut Hills - Squir", "Chick-Fil-A", "Chick-fil-A", "Chick-fil-a #01477", "Chick-fil-a #01765", "Chick-fil-a #03763", "Chikn Oakland", "Claude.AI Subscription", "Claude.Ai Subscription", "Coinbase", "Comcast / Xfinity", "Compeer", "Condado Tacos", "Convention Ctr Garage", "Costco Annual Membership Renewal 1-800-7", "Costco Cashback", "Costco Visa Card", "Coverdell", "Crfs Only", "Ctlp*3d Vending Oh", "Ctlp*csc Serviceworks", "Ctlp*laurel Foodsystem", "Ctlp*vend 1800-766-872", "Culvers Kingman Airway", "Cvs/pharmacy #02348", "Cycle Gear #105", "D J*wsj", "DEBIT CARD PURCHASE xxxxxxxxxxxxxxxx3910 YSI*Compeer Investment 412-xxx5741 PA", "DELTA", "DUNKIN #362852 CARNEGIE PA", "DUQUESNE LIGHT PAYMENT ACH DEBIT xxxxxx5333", "Dakota Watch 36", "Darn Tough Vermont", "Dave & Andy's", "David Pabst", "Dey's Donuts & Hot", "Dick's Sporting Goods", "Dunkin #348700 Q35", "Duquesne Light", "Eat_n_park #0044", "Enrico's Tazza D'o", "Expedia", "Expedia 720693476227451111 Expedia Group Way W Seattle 98119 Wa Usa (return)", "Exxon Rr Thompson 7ele", "Facebook Marketplace", "Fiori's Pizzaria", "Fitbod", "Five Guys Pa 0076 Qsr", "Flying J 655", "Food For Thought", "Forbes Bakery", "Forbes Street Qps", "Foxs Pizza Den Brookli", "Freetaxusacom", "Fuji Sushi", "Fuku Tea", "Gamma Sports", "Gap Outlet", "Get Go #3257", "Giant Eagle", "Gloss* Jayme @ Xcepti.", "Golf Galaxy", "GomobilePGH", "Gomobilepgh 1", "Gomobilepgh 2", "Gomobilepgh 3", "Goodwill", "Google", "Grey Parrot Consig", "Grndcynassnvcp", "HEMINGWAY'S CAFE PITTSBURGH PA", "Half Crown Hill Or", "Harbor Freight Tools", "Harbor Freight Tools 2", "Harbor Freight Tools34", "Hemingway's Cafe", "Hitchhiker Brewing Co", "Hofbrauhaus Pittsburgh", "Home Depot", "Hoover Dam Park/tour", "Hoover Dam Souvenir An", "Hop Farm Brewing Company", "IKEA", "IRS Refund", "In-n-out Lv - Russell", "Inbox Health", "Interest Income", "Investment Appreciation", "Iron Born Pizza -", "J.Crew Factory", "Jegs", "Jimmy John's", "Kellys Way Valero", "Kingside Diner Ex", "Kuhn's Market", "Kuhn's Mcknight", "La Gourmandine", "La Gourmandine Oak", "Lgb Business Jrn Shop", "Liberty Mutual", "LongHorn Steakhouse", "Lorelei", "Love's #0809 Inside", "Lowe's", "Lsp*nomad Taqueria Bee", "Luis Benitez", "Marathon Petro188011", "Margaux - East Lib", "Market District", "Market District Supermarket", "Marriott", "McDonald's", "Mcdonald's F1102", "Mcdonald's F1862", "Mcdonald's F27387", "Mcdonalds 1862", "Mcdonalds 33234", "Mcdonalds 5834", "Mher Karakouzian", "Michaels Stores", "Michaels Stores 9186", "Mineo's Pizza House", "Momoyao Studio", "Moonlit Burgers", "Mr Jones Watches", "Mt Lebanon Flowbird", "Mt Lebanon Golf Course", "Mt Lebanon Parkmobil", "Mt. Lebanon Boozy Barr", "NLR Dividend", "Needle & Bean", "Never Summer Industries", "Nike", "Northshore Garage", "Omar S Halal Grill", "Openai", "Openai *chatgpt Subscr", "Opening Balance Adjustment", "Orbis Caffe", "Orderville Entp Sincla", "Outlook Inn", "PITT TUITION PITTPAYMNT ACH WEB OPUxxxx0412", "PITT TUITION PITTPAYMNT ACH WEB OPUxxxx9683", "PMUSA", "PNC Bank", "PNC Checking", "PNC Interest", "Page Dairy Mart", "Painting With A Twist", "Pam Pittsburgh Parking", "Pamela's", "Pamelas Diner", "Panda Supermarket Llc", "Panera Bread", "Papa Js Twin Plaza", "ParkWhiz", "Partify 7671", "Peacock", "Pepboys Store 549", "Petco", "Petco 1811", "Petco 1812", "Petco 1819", "Pitt Book Center 001", "Pitt Parking", "Pitt Parking Pay Stati", "Pitt Race", "Pitt Salary", "Pitt Univ Parking-028", "Pitt University Club", "Pitt-campus Rec Office", "Pittsburgh 250", "Pmusa 281094 Universit", "Ponderosa Golf Course", "Primanti Bros", "Primanti Brothers", "Ptc Ez Pass Auto Re.", "REI", "RNK Pittsburgh", "Raising Cane's", "Raising Canes 0934", "Raising Canes 1002", "Range Usa Robinson Twp", "Redhawk Coffee", "Rei #14 Manhattan Bh 1800 Rosecrans Ave Bldg E Manhattan Bea90266 Ca Usa (return)", "Rei.Com 800-426-4840", "Rent Application", "Revzilla Motorsports", "Rita's", "Rnk Pittsburgh - P", "Rock Garden Eatery", "Rockauto", "Rollier Hardware", "Ross Stores", "Roth IRA", "Row House Cinema", "Ruggers Pub", "SPY Dividend", "SVDP Castle Shannon", "SWVXX Interest", "Schwab Dividends", "Schwab Savings", "Schwab Stocks", "Senor Birria Los Alami", "Sheetz", "Sheetz 0353", "Sheetz 0678", "Sheetz 2353", "Sheetz 2515", "Sheetz 2677", "Sheetz 2678", "Shop 'n Save", "Shorty's North Sh", "Simones", "Slc Freddyssteakburger", "Snow.Com/vail Resorts", "Spiegel Freedman Psycological Associates", "Sports Car Club Of Ame", "Sportsmans Warehouse 2", "Starbucks", "Starbucks 27117", "Starbucks 8007827282", "Starbucks Store 27117", "Stbc Pittsburgh -", "Steam Games", "Subaru Of South Hills", "Summit Racing Equipment", "Sunoco", "Sunoco 0002419012 Qps", "Sunoco 0501481601 Qps", "Sunoco 0859331103 Qps", "Sunoco 8001384502 Qps", "Sunoco 8001687502 Qps", "Svdp Castle Shannon", "T-Gateway Center", "T2* Mt Lebanon Pa", "TNT Pizza", "TST* SALOON OF MT. LEBANOPITTSBURGH PA", "Taco Bell", "Taco Bell #715902", "Target", "Target 00012534", "Telnyx Llc", "The Dog Penn", "The Exchange", "The Milkshake Fact", "The Porch", "The Saloon of Mt. Lebanon", "The Tire Rack", "Thrifty Ski Rental", "Tina's Cocktail B", "Tm *nascar Cup Series", "Tow-tegrity Incorp", "Trace Brewing Llc", "Trader Joe's", "Trophysmack", "Twilio Inc", "Uber *trip", "Ukani Brothers", "University Club", "University of Pittsburgh", "Upmc Student Insurance", "Ups*1z9f17520395000884", "Uptown Coffee", "Uu Storefront-campus", "VEU Dividend", "WHOLEFOODS PIT 10694 WFM.COM/HELP PA", "WITHDRAWAL xxxxx8118", "WRX (Aimee)", "WWW COSTCO COM 800-955-2292 WA", "Walmart", "Who Knows", "Whole Foods Market SHL 866-216-1072 DE", "Whole Foods Market WEX 866-216-1072 DE", "Willi S Ski And Snowb", "Wine & Spirits", "Wine And Spirits", "Yardi Systems", "Zagg", "Zelle Income", "Zoho", "eBay", "hinge.co", "undergroundshirts.com", "wp*pittrace.com"], "note": "REBUILD final (1017 txns, 3 QFX). Transfers PNC-owned. Category fixes applied. Auto-tail rows from once-seen merchants are flagged & posted normally. 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"suggestions": [], "review": false, "auto_tail": false, "plan_id": 2, "budget_suggestions": ["Savings"]}, {"external_id": "pnc:952673929534609207#1#001#2026-05-08#", "bucket": "CREATE", "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", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false, "auto_tail": false, "plan_id": 3, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "pnc:952673929534609207#1#001#2026-05-05#", "bucket": "CREATE", "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", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": false, "auto_tail": false, "plan_id": 4, "category_suggestions": [], "budget_suggestions": []}, {"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 DEBIT xxxxxx5333", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Duquesne Light", "proposed_account_id": null, "proposed_category": "Utilities: Electric", "proposed_budget": "Needs", "suggestions": [], "review": false, "auto_tail": false, "plan_id": 5}, {"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 ACH WEB C5R6SL", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Compeer Investments", "proposed_account_id": null, "proposed_category": "Rent", "proposed_budget": "Needs", "suggestions": [], "review": false, "auto_tail": false, "plan_id": 6}, {"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 ACH WEB-RECUR xxxxx9213", "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, "auto_tail": false, "plan_id": 7, "group_account": "PNC Checking"}, {"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 CREDIT xx0275", "asset_account": "PNC Checking", "destination_account": null, "proposed_account": "Pitt Salary", 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"category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:5277fc1b-10d6-41cf-8533-1a735dc869", "bucket": "REVIEW", "date": "2025-10-28", "amount": "57.23", "type": "withdrawal", "description": "AMAZON MARK* N484D5NB2410 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 997, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:d16a9130-1785-4425-b3ec-4cbe9cdfd5", "bucket": "REVIEW", "date": "2025-10-28", "amount": "211.95", "type": "withdrawal", "description": "AMAZON.COM*N428X9Q71 440 TERRY A", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 998, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:bade7f93-6dc3-4d60-8d1d-0b815e9633", "bucket": "REVIEW", "date": "2025-10-27", "amount": "736.70", "type": "withdrawal", "description": "AMAZON MKTPL*NU6416Y72440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 999, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:821023d3-9a82-4952-a0d7-4428be1ade", "bucket": "REVIEW", "date": "2025-10-27", "amount": "5.43", "type": "withdrawal", "description": "AMAZON MARK* NU7OO9I42410 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1000, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:5d8a4133-89d1-431d-beaa-1c3e240762", "bucket": "REVIEW", "date": "2025-10-17", "amount": "50.00", "type": "withdrawal", "description": "COMCAST / XFINITY 15 SUMMIT PARK", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Comcast / Xfinity", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1001, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:3b6f8400-bf8d-4e89-9b81-9fafadfdc6", "bucket": "REVIEW", "date": "2025-10-13", "amount": "47.65", "type": "withdrawal", "description": "AMAZON MKTPL*NF5182H32440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1002, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:e899e13b-0077-424d-abbd-5ece123b0d", "bucket": "REVIEW", "date": "2025-09-29", "amount": "15.89", "type": "withdrawal", "description": "AMAZON PRIME*NJ8OR8Y70440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1003, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:d575503d-4aea-40db-88b9-012ccd529c", "bucket": "REVIEW", "date": "2025-09-21", "amount": "33.00", "type": "withdrawal", "description": "SVDP CASTLE SHANNON 3423 LIBRARY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "St. Vincent de Paul", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1004, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:3b2771bd-b7ec-4027-a341-01f9f0413e", "bucket": "REVIEW", "date": "2025-09-17", "amount": "50.00", "type": "withdrawal", "description": "COMCAST / XFINITY 15 SUMMIT PARK", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Comcast / Xfinity", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1005, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:e8a28f72-c20d-4689-b837-7eca2dfc64", "bucket": "REVIEW", "date": "2025-09-10", "amount": "10.59", "type": "withdrawal", "description": "AMAZON MKTPL*W495C37Y3440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1006, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:6d6e1b0a-4704-4d11-b9e4-9a3aa7decb", "bucket": "REVIEW", "date": "2025-09-09", "amount": "461.00", "type": "withdrawal", "description": "LIBERTY MUTUAL 175 BERKELEY ST 8", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Liberty Mutual", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1007, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:219711ef-c881-4aa0-bda0-563ac96d28", "bucket": "REVIEW", "date": "2025-09-07", "amount": "158.99", "type": "withdrawal", "description": "AMAZON MKTPL*6S14S2T43440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1008, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:86ce9a7e-fc73-485a-800e-04a88967f4", "bucket": "REVIEW", "date": "2025-09-03", "amount": "55.52", "type": "withdrawal", "description": "AMAZON MKTPL*LL1AI1JM3440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1009, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:536fa1e1-829e-44d9-85c6-52c5237c1a", "bucket": "REVIEW", "date": "2025-08-30", "amount": "4.22", "type": "withdrawal", "description": "DAILY CASH ADJUSTMENT", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Apple Card Cashback", "proposed_account_id": null, "proposed_category": "Other", "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1010, "budget_suggestions": []}, {"external_id": "apple:1f5f6dc0-ea2d-45c1-8f9b-0aca81a2b4", "bucket": "REVIEW", "date": "2025-08-30", "amount": "1.12", "type": "withdrawal", "description": "DAILY CASH ADJUSTMENT", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Apple Card Cashback", "proposed_account_id": null, "proposed_category": "Other", "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1011, "budget_suggestions": []}, {"external_id": "apple:b5a81c67-81ac-4f91-9ba4-10937b0020", "bucket": "REVIEW", "date": "2025-08-30", "amount": "0.57", "type": "withdrawal", "description": "DAILY CASH ADJUSTMENT", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Apple Card Cashback", "proposed_account_id": null, "proposed_category": "Other", "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1012, "budget_suggestions": []}, {"external_id": "apple:d0f96550-d0aa-44a0-8e3c-a482ddec0c", "bucket": "REVIEW", "date": "2025-08-29", "amount": "7.94", "type": "withdrawal", "description": "AMAZON PRIME*BN37E66G3440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1013, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:0bc5cee8-97bc-4d13-887e-86a4c27bc6", "bucket": "REVIEW", "date": "2025-08-25", "amount": "12.70", "type": "withdrawal", "description": "AMAZON MKTPL*XM9KF5VL3440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1014, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:f911c177-2f8c-4a3a-b4e9-969fdf6f3e", "bucket": "REVIEW", "date": "2025-08-17", "amount": "25.00", "type": "withdrawal", "description": "SVDP CASTLE SHANNON 3423 LIBRARY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "St. Vincent de Paul", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1015, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:04ea1c18-70ec-4957-bd5c-a75d2da427", "bucket": "REVIEW", "date": "2025-08-07", "amount": "11.00", "type": "withdrawal", "description": "LIBERTY MUTUAL 175 BERKELEY ST 8", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Liberty Mutual", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1016, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:6be67971-ec8c-472c-abf0-197d6e2f5a", "bucket": "REVIEW", "date": "2025-08-04", "amount": "5.17", "type": "withdrawal", "description": "AMAZON.COM*9R3UC0N93 440 TERRY A", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1017, "category_suggestions": [], "budget_suggestions": []}]};
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,"&amp;").replace(/</g,"&lt;").replace(/>/g,"&gt;");
}
// Amount cell with explicit direction: deposit = green +in, withdrawal =
// red -out, transfer = purple between-accounts.
function amtCell(r) {
const t = r.type;
const sign = t === "deposit" ? "+" : t === "transfer" ? "⇄" : "−";
const word = t === "deposit" ? "in" : t === "transfer" ? "xfer" : "out";
return `<td class="amt ${word}"><span class="dir">${sign}</span>` +
`$${esc(r.amount)} <span class="io">${word.toUpperCase()}</span></td>`;
}
function budgetOptions(sel) {
return BUDGETS.map(b =>
`<option value="${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${!s.approved?" on-no":""}">Deny</button></div>`;
}
function editableRow(r) {
const id = r.external_id, s = state[id];
const pill = r.bucket === "UNMATCHED"
? '<span class="pill unmatched">UNMATCHED</span>'
: r.bucket === "TRANSFER"
? '<span class="pill transfer">TRANSFER</span>'
: (r.review ? '<span class="pill review">REVIEW</span>'
: '<span class="pill create">CREATE</span>');
const canon = r.bucket === "TRANSFER"
? `Transfer &rarr; <b>${esc(r.destination_account || "?")}</b>`
: (r.proposed_account
? `Canonical account &rarr; <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 &rarr; <b style="color:#c0392b">unset</b> ` +
`<span style="color:#888">&mdash; 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)}">${esc(x)}</a>`
).join(", ") + `</div>`;
}
let catsugg = "";
if (r.category_suggestions && r.category_suggestions.length) {
catsugg = `<div class="sugg catsugg">try: ` +
r.category_suggestions.map(x =>
`<a data-id="${esc(id)}" data-cat="${esc(x)}">${esc(x)}</a>`
).join(", ") + `</div>`;
}
let budsugg = "";
if (r.budget_suggestions && r.budget_suggestions.length) {
budsugg = `<div class="sugg budsugg">` +
r.budget_suggestions.map(x =>
`<a data-id="${esc(id)}" data-bud="${esc(x)}">${esc(x)}</a>`
).join(", ") + `</div>`;
}
const tail = r.auto_tail
? ` <span class="pill autotail">auto-tail</span>` : "";
return `<tr data-id="${esc(id)}" class="${r.bucket==="TRANSFER"?"is-transfer":""}">
<td class="pid">#${esc(r.plan_id || "")}</td>
<td>${esc(r.date)}</td>
${amtCell(r)}
<td class="desc">${esc(r.description)}
<small>${esc(r.asset_account)} ${pill}${tail}</small>
<div class="canon" style="margin-top:3px;font-size:12px">${canon}</div>${sugg}</td>
<td><input type="text" class="f-account" list="acctlist"
value="${esc(s.account)}" placeholder="pick / type account"></td>
<td><input type="text" class="f-category" list="catlist"
value="${esc(s.category)}" placeholder="pick existing category">${catsugg}</td>
<td><select class="f-budget">${budgetOptions(s.budget)}</select>${budsugg}</td>
<td><input type="text" class="f-comment" value="${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 class="pid">#${esc(r.plan_id || "")}</td>
<td>${esc(r.date)}</td>${amtCell(r)}
<td>${esc(r.type)}</td><td>${esc(r.description)}${r.auto_tail?' <span class="pill autotail">auto-tail</span>':''}</td>
<td><span class="pill ${cls}">${esc(r.bucket)}</span></td>
<td>${tgt}</td></tr>`;
}
// Group a section's rows by the statement they came from (PNC / Apple /
// Costco ...) with a subheader per account, so a multi-statement rebuild is
// reviewable account-by-account instead of one undifferentiated list.
function groupByAccount(list, rowFn, cols) {
const order = [], groups = {};
for (const r of list) {
const a = r.group_account || r.asset_account || "(unknown)";
if (!(a in groups)) { groups[a] = []; order.push(a); }
groups[a].push(r);
}
return order.map(a =>
`<tr class="grp"><td colspan="${cols}">${esc(a)} ` +
`<span class="sub">${groups[a].length}</span></td></tr>` +
groups[a].map(rowFn).join("")).join("");
}
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 = groupByAccount(clarity, editableRow, 9);
tbA.innerHTML = groupByAccount(auto, editableRow, 9);
tbAll.innerHTML = groupByAccount(rows, readonlyRow, 7);
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") && e.target.dataset.acct != null) {
const id = e.target.dataset.id;
state[id].account = e.target.dataset.acct;
state[id].account_id = null;
render();
return;
}
if (e.target.matches(".catsugg a") && e.target.dataset.cat != null) {
const id = e.target.dataset.id;
state[id].category = e.target.dataset.cat;
render();
return;
}
if (e.target.matches(".budsugg a") && e.target.dataset.bud != null) {
const id = e.target.dataset.id;
state[id].budget = e.target.dataset.bud;
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);
});
// Constrain category/account inputs to what already exists in Firefly, so
// the user clicks/filters real values instead of free-typing near-duplicates
// ("Restaurants" vs "Restaurant" vs "Dining"). New values are still possible
// but it's a deliberate type-through, not the path of least resistance.
function buildList(id, items) {
const dl = document.createElement("datalist");
dl.id = id;
for (const v of (items || [])) {
const o = document.createElement("option");
o.value = v;
dl.appendChild(o);
}
document.body.appendChild(dl);
}
buildList("catlist", (PLAN.meta && PLAN.meta.categories) || []);
buildList("acctlist", (PLAN.meta && PLAN.meta.accounts) || []);
render();
</script>
</body>
</html>
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