evan-moon/firma

What's new

🚀 Bulk import in one call

Single-row `add_*` tools forced Claude to round-trip per row, making 100-trade imports take minutes. v0.16.0 adds three bulk tools:

• `add_txns` — bulk-insert transactions, sorted by date automatically
• `add_balances` — bulk-upsert balance entries across months and categories
• `add_flows` — bulk-upsert cash flow entries

All three return per-period or per-ticker summaries so Claude can confirm the import without echoing every row.

📥 Three import prompts

• `/import-trades` — updated to use `add_txns`. Mapping confirmation, then 100s of rows in one shot.
• `/import-balance` — net-worth spreadsheet (rows = months, columns = categories) → bulk `add_balances`.
• `/import-flow` — income/expense spreadsheet → bulk `add_flows`.

Each prompt enforces the same flow: read file → propose mapping → wait for your confirmation → bulk upsert → report counts.

Single-row `add_txn / add_balance / add_flow` stay for one-off conversational entries ("I just bought 10 NVDA at $875").