Summary
Current review-edit actions are primarily singular (classify_transaction, reconcile_excel_classification).
Gap
For real cleanup workflows, agents need batch-oriented review operations to resolve many similar transactions efficiently while preserving invariants and auditability.
Candidate operations
- batch classify/update by tx ids
- bulk resolve or reopen review flags
- apply one reviewed mapping across similar transactions with explicit scope
Acceptance criteria
- Batch actions preserve all current invariants and audit-trace guarantees.
- Agents can apply one review decision across multiple transactions in a single call.
- Tests cover partial-failure behavior and audit logging semantics.
Summary
Current review-edit actions are primarily singular (
classify_transaction,reconcile_excel_classification).Gap
For real cleanup workflows, agents need batch-oriented review operations to resolve many similar transactions efficiently while preserving invariants and auditability.
Candidate operations
Acceptance criteria