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[codex] 0.3.0: reconciliation reads and runtime identity - #3
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Deliver explicit read completeness, graph snapshots and app/store/model discovery; pin the independently reviewed API into the self-contained 0.3.0 bundle. Add installed-runtime and package-privacy regressions, align documentation and release workflow, and preserve capability-gated writes.
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Gate pair observations on reciprocal transaction/account links and emit each valid pair once. Reuse finite Decimal output validation for transactions, categories and holdings, and reject malformed native cached balances. Add synthetic and installed regression coverage with mutation-sensitive controls.
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Reject non-finite read values, distinguish unreadable transfer counterparts, retain bounded date safety, and pin the reviewed MoneyWiz API remediation in distributable bundles.
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Consume the reviewed API descendant-discovery remediation and record its exact tested revision in dependency metadata and release documentation.
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Validate native identity, description and status fields and audit reciprocal transfers for exact fee-adjusted FX consistency.
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Audit transfer fee currency compatibility and return partial diagnostics for selected unreadable accounts.
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Consume the nullable-description API revision and align dispatcher errors, diagnostics, tests, bundles, and P0 evidence.
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Retain the established Setapp default for payee reassignment while preserving explicit runtime overrides. Validate selected holdings accounts so absent, unreadable, and valid-empty states produce the correct completeness result and exit status.
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Validate selected account identity consistently, reject duplicate owner IDs and malformed archived scalars, distinguish unreadable graph references, and aggregate partial diagnostics into one coherent document. Add source and installed-bundle regressions plus contract documentation.
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Validate complete non-empty owner sets before binding, detect physical store ambiguity independently of store-local owner selection, and keep explicit store and owner resolution ordered. Add mutation-sensitive discovery and malformed-owner regressions.
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MoneyWiz Tools 0.3.0 — P0 read foundation
Summary
Implements the read foundation for release 0.3.0: reliable reconciliation
snapshots, explicit completeness diagnostics and exact runtime identity.
Malformed or unsupported rows must not silently appear to be a complete read,
and later write planning must be able to bind an unambiguous app/store/model.
local owner and Core Data model checksum.
timezone-aware cutoff semantics. Audits are observations, not authorization.
once. Refuse malformed cached balances and nonfinite financial output.
holdings. Partial reads return 3; bounded command failures return 2.
missing; keep diagnostics safe for malformed binary/date values.
self-contained bundle. Include every new runtime module and remove private
build-checkout paths from generated requirements and native diagnostics.
review workflow. Future implementation branches use visible owner tasks.
Dependency and scope
Depends on moneywiz-api PR #2,
pinning reviewed commit
cd1f8b5b81426ea7bb1f05fefcc9501453390d7c.The source pin, lockfile, installed distribution and bundled API file hashes agree.
Dependency integration remains gated on that PR's CI and release-branch merge.
This PR targets
release/0.3.0, notmain. It implements P0 only; the sharedwriter foundation and W01–W04 remain subsequent release work. No new write
capability is enabled. Existing v1 payee reassignment safety remains covered.
Validation
tests skipped in that run and then executed separately, all three passing.
Removing either build-path fix causes the intended regression to fail.
their regression, covering pair admission/cardinality and numeric output.
Verified bundled interpreter/import locations, exact dependency provenance,
payload hashes and absence of private checkout/user paths in the artifact.
receiving-only pair audits and native model-checksum routes pass.
Bash syntax, Markdownlint, plist validation and whitespace checks pass.
The project tests use Python 3.11.13; the isolated bundle contains Python 3.11.16.
The dependency separately passed 776 tests with one opt-in skip on each supported
Python 3.10/3.11 runtime and received an exact-head clean Codex review.
All database fixtures were synthetic. No production account changes, application
reconciliation, remote sync acceptance or replacement of the user's installed
bundle is claimed by this PR. Those remain separate operation-specific gates.