feat(workflows): enrichment presets for series + counterparties - #1913
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Add four ready-to-enable workflow presets that drive the new rules-as-substrate enrichment surface (assign_series / assign_counterparty rules + entity enrichment), plus a new gallery section to house the recurring ones. Setup & Bulk (one-off, the recurring-series / counterparty counterparts to Rule Foundation): - Series Foundation — one deep pass over history that detects recurring charges and authors assign_series rules (amount + day-of-month idiom), types each series, optional backfill. - Counterparty Foundation — clusters descriptor variants into canonical entities (merchants AND non-merchants), authors assign_counterparty rules on raw fields, enriches category/website/mcc, optional backfill. New 'Enrichment' section (gem icon) — focused, single-dimension curators that run after each sync by default (doctrine: improve the enrichment layer on every sync), drawer-switchable to weekly: - Series Curator — places new recurring charges, promotes emerging patterns to rules, tidies types/splits. - Counterparty Curator — binds new charges, mints entities for new recurring payees, collapses duplicates, enriches metadata. Each composes a focused strategy block + the shared rules-curriculum teaching block. Foundations carry the create-vs-backfill option; both foundations default to Sonnet. Adds 'Enrichment' to both category allowlists + the gallery category-icon switch. No new service methods or schema — presets are code-defined data over the existing registry. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_012fRHZ1CTjEZ1xFwQmW27jU
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Pull in main (#1907–#1919). Two changes interact with this PR: - #1918 fully removed series tags (AddSeriesTag/RemoveSeriesTag service methods gone). Reverted this PR's update_series tag fold: update_series is back to name/type only, and the tags_to_add/tags_to_remove input + handler loops are removed. Series no longer have a tag dimension. - #1913 added four series/counterparty workflow preset prompts written against main's older tool surface. Scrubbed their stale refs to match the consolidated tools: breadbox://overview → get_overview; batch_create_rules → create_transaction_rule rules array; set_series_type / split_series / review_series / explain_series_candidates (all removed upstream) → update_series / unlink_series_transactions / get_series. Resolved the docs/mcp-tools-reference.md conflict by taking main's series-unlink description (no tags). The counterparty create→assign fold and unlink rename from the prior commit are preserved. Verified: go build ./..., go vet ./..., and the full internal/mcp integration suite green on a clean DB. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Y7qg4TN9ZPcHsXR714UrjG
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Adds workflow presets that drive the new rules-as-substrate enrichment surface — series + counterparties — so a household can set up and maintain them the same way it does categorization.
What's new
Two one-off presets in "Setup & Bulk" — the recurring-series / counterparty counterparts to Rule Foundation:
assign_seriesrules on raw fields (amount±tol AND day-of-month±tol, anchored on merchant), types each series, and optionally backfills.SQ *X,X #123,TST* X) into canonical entities (merchants and non-merchants — people, employers), authorsassign_counterpartyrules, enriches category/website/MCC, and optionally backfills.Both:
read_write, Sonnet, on-demand (OneOff), with the same Create & backfill / Create only option as Rule Foundation.New "Enrichment" gallery section (
gemicon) — focused, single-dimension curators that keep the catalogs accurate as data arrives. They default to after each sync (the doctrine's "improve the enrichment layer on every sync") and are drawer-switchable to weekly:How it's built
Each preset composes a focused strategy block + the shared
rules-curriculumteaching block (the canonical assign_series / assign_counterparty + stable-field doctrine). No new service methods or schema — presets are code-defined data over the existing registry. AddsEnrichmentto both category allowlists and the gallery category-icon switch; fixes the docs preset table (it was missingtransaction-reviewer).All three build matrices (full / headless / lite) +
go vet+ the full unit suite green — the preset unit tests validate that the four new prompt blocks compose, categories are known, costs are positive, and triggers are coherent.Gallery
Configure drawer (Series Foundation — composes prompt + Rule-handling option)
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