Transaction Commands

Bank transaction ingestion, categorization, and cleanup.

Commands

optimal tx ingest

Parse & deduplicate bank CSV files into the transactions table

Flag	Description	Default	Required
--file <path>	Path to the CSV file		yes
--user-id <uuid>	Supabase user UUID		yes

optimal tx ingest --file ./chase-march-2026.csv --user-id oracle

optimal tx stamp

Auto-categorize unclassified transactions using rule-based matching

Flag	Description	Default	Required
--user-id <uuid>	Supabase user UUID		yes
--dry-run	Preview matches without writing to database

optimal tx stamp --user-id oracle
optimal tx stamp --user-id oracle --dry-run

optimal tx delete

Batch delete transactions or staging rows (safe: dry-run by default)

Flag	Description	Default	Required
--table <t>	Table: transactions or stg_financials_raw		yes
--user-id <uuid>	User UUID filter
--date-from <date>	Start date YYYY-MM-DD
--date-to <date>	End date YYYY-MM-DD
--source <src>	Source filter
--category <cat>	Category filter (transactions)
--account-code <code>	Account code filter (staging)
--month <YYYY-MM>	Month filter (staging)
--execute	Actually delete (default is dry-run preview)

optimal tx delete --table transactions --date-from 2026-01-01 --date-to 2026-01-31
optimal tx delete --table transactions --user-id <uuid> --source chase
optimal tx delete --table stg_financials_raw --month 2026-03 --account-code 4100
optimal tx delete --table transactions --date-from 2026-01-01 --date-to 2026-01-31 --execute