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Receipt: Inline matching CLI when no unique CSV match
US-2b.10implemented Inline matching CLI when no unique CSV match
As a user labelling a receipt whose amount does not uniquely match a CSV transaction (0 or more than 1 candidates) I want the TUI to block forward progress and let me either correct the amounts/dates or launch the existing matching CLI inline (with options to widen date/amount range, add conversion rate, or pick from multiple candidates) so that I can resolve the mismatch immediately without finishing the receipt and coming back to fix it in a separate step 3 session.
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DAG Diagram

Configuration Receipt Labelling Account Configuration EUR cash wallet — no CSV import EUR physical wallet Triodos checking account — imports from CSV Triodos checking (EUR CSV) Directory Paths Standard directory layout: import/{holder}/{bank}/{type}/{year}/ Default dir paths Filename Convention Standard filename conventions for CSV, rules, and journal files Default filenames Categorisation Config Standard categorisation settings from config.yaml Default categorisation Matching Algo Config Standard matching algorithm settings from config.yaml Default matching algo Categories groceries:{ekoplaza,supermarket}, repairs:{bike}, withdrawl:{euro:{pound}} basic categories Matching Parameters days:2, amount_range:0, days_month_swap:true default (±2d, exact) Starting Journal Opening balance: Assets:Triodos:Checking 1000 EUR 2024: 1000 EUR Bank CSV Transactions Same ekoplaza 42.17, bank posted 3 days late (receipt Jan 15) Triodos -42.17 EUR 2025-01-18 Ekoplaza Receipt Images Ekoplaza receipt, paid by card example_card.jpg No label exists yet No receipt label JSON exists yet for the example_card receipt example_card (no label) Label receipt in TUI Label ekoplaza card receipt via TUI based on image TUI label ekoplaza_card Receipt label output JSON triodos account, 2025-01-15, groceries:ekoplaza example_card EUR 42.17 card Matching Outcome Mismatch in TUI, user widens date range via inline matching CLI TUI WIDEN DATE ±2d -> ±5d inline Journal Output Debit groceries:ekoplaza, credit triodos checking Expenses:Groceries:Ekoplaza 42.17 EUR
Current layer: —

Matching Flow

The matching algorithm tries to find a CSV transaction for each receipt. Retry outcomes loop back for another attempt; terminal outcomes end the flow.

Try to match retry outcomes (loop back) terminal outcomes (flow ends) WIDEN DATE WIDEN AMOUNT SWAP DD/MM CORRECT RECEIPT TOO MANY (15+) AUTO-LINK CURRENCY CONVERT CURRENCY + FEE DISAMBIGUATE SKIP (cash) BLOCKED (dup) ASSET CONVERT CLASSIFY (CSV)
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