ingest-transactions
CommunityImport and deduplicate bank CSVs reliably.
Authorclenisa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the tedious process of parsing varied bank-export CSV formats, normalizing transaction data, and preventing duplicate inserts into the OptimalOS transactions table so financial imports are accurate and auditable.
Core Features & Use Cases
- Format detection: Auto-detects Chase Checking, Chase Credit, Discover, or generic CSV headers and applies format-specific parsing rules.
- Normalization & deduplication: Normalizes dates, amounts, and descriptions, computes a SHA-256 dedup hash, and skips existing transactions.
- Provenance and batching: Creates upload_batches records for provenance, resolves or creates category mappings, and batch-inserts new transactions in safe chunks.
- Use Case: Quickly import a downloaded Chase statement into a user's OptimalOS account, adding new transactions while skipping duplicates.
Quick Start
Run ingest-transactions with the CSV file path and the Supabase user UUID to import transactions into OptimalOS.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: ingest-transactions Download link: https://github.com/clenisa/optimal-cli/archive/main.zip#ingest-transactions Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.