Edit hledger journal files following best practices and conventions. Includes prelude includes, balance assertions, tagging, formatting, and validation procedures with anti-patterns to avoid.
Transcribe transactions from source documents into the hledger ledger. Handles raw data (receipts, invoices, bank statements, OCR text) with proper status markers, tagging, and account registration. For multiple entries, uses a separate subagent for each transaction to enable parallelization and focused scope.
Strict, step-by-step workflow for upserting Octopus card transactions to the ledger. Requires explicit user clarification for any ambiguity. Enforces contextual matching, mapping, and privacy rules. No guessing or inference allowed.
Add a new payee (merchant, person, organization, or UUID) to the correct preludes journal file, maintaining strict lexicographical order.
Match Octopus Wallet statement rows to journal transactions and update transaction datetimes. Runs only when explicitly requested.
Perform monthly journal migration using hledger close --migrate to close the previous month and open the new month with proper balance assertions and account initialization.
Validate hledger journal files using check/format scripts. Includes validation procedures and local hook (Husky + lint-staged) verification.