Add transaction management write commands (v0.4.0)

New commands: classify, rename, comment, exclude, include, merge,
unclassified, set-budget-type, adjust. First write operations in
the CLI — all verified against the live RiseUp API.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

Author: Amram Englander

README.md

@@ -38,6 +38,7 @@ RiseUp is an Israeli personal finance app with no public API. This CLI was built
 - **Spending breakdown** — by category, merchant, or payment source
 - **Income tracking** — salary, benefits, and all income sources
 - **Transaction search** — filter by merchant, category, amount, type
+- **Transaction management** — classify, rename, comment, exclude, merge
 - **Bank balances & investments** — balances, securities portfolio, savings, loans
 - **Credit card debt** — debt per card at a glance
 - **Trends** — month-over-month income vs. expenses, fixed vs. variable breakdown
@@ -116,6 +117,21 @@ riseup transactions --expenses --sort amount # Expenses sorted by amount
 riseup transactions --min 500 --max 2000     # Amount range
 ```
 
+### Transaction Management
+
+```bash
+riseup unclassified                          # List unclassified transactions
+riseup classify <id> "מזון"                  # Classify a transaction
+riseup classify <id> "מזון" --apply-to all   # Classify + teach future matching
+riseup rename <id> "Grocery Store"           # Rename display name
+riseup comment <id> "monthly recurring"      # Add a note
+riseup exclude <id>                          # Exclude from budget
+riseup include <id>                          # Re-include in budget
+riseup merge <id>                            # Approve CC billing merge
+riseup set-budget-type <id> fixed            # Set as fixed expense
+riseup adjust <envId> 500 --sequence-id <seqId>  # Adjust prediction
+```
+
 ### Balances
 
 ```bash

package.json

@@ -1,6 +1,6 @@
 {
   "name": "riseup-cli",
-  "version": "0.3.0",
+  "version": "0.4.0",
   "description": "Unofficial CLI for RiseUp personal finance, query your spending, income and balances from the terminal",
   "type": "module",
   "bin": {

src/cli.ts

@@ -10,13 +10,24 @@ import { insightsAction } from "./commands/insights.js";
 import { banksAction, subscriptionAction } from "./commands/account.js";
 import { progressAction } from "./commands/progress.js";
 import { skillInstallAction, skillStatusAction, skillUninstallAction, skillShowAction } from "./commands/skill.js";
+import {
+  classifyAction,
+  renameAction,
+  commentAction,
+  excludeAction,
+  includeAction,
+  mergeAction,
+  unclassifiedAction,
+  setBudgetTypeAction,
+  adjustAction,
+} from "./commands/manage.js";
 
 const program = new Command();
 
 program
   .name("riseup")
   .description("Unofficial RiseUp Finance CLI")
-  .version("0.1.0");
+  .version("0.4.0");
 
 // Global options
 program.option("--json", "Output as JSON");
@@ -96,6 +107,58 @@ program
   .description("Show financial health & savings progress")
   .action(progressAction);
 
+// Transaction management (write) commands
+program
+  .command("classify <transactionId> <category>")
+  .description("Classify a transaction into a category")
+  .option("--apply-to <scope>", "Apply to: single or all (future matching)", "all")
+  .action(classifyAction);
+
+program
+  .command("rename <transactionId> <name>")
+  .description("Rename a transaction display name")
+  .option("--apply-to <scope>", "Apply to: single or all", "single")
+  .action(renameAction);
+
+program
+  .command("comment <transactionId> <text>")
+  .description("Add a comment/note to a transaction")
+  .action(commentAction);
+
+program
+  .command("exclude <transactionId>")
+  .description("Exclude a transaction from budget")
+  .action(excludeAction);
+
+program
+  .command("include <transactionId>")
+  .description("Re-include an excluded transaction in budget")
+  .action(includeAction);
+
+program
+  .command("merge <transactionId>")
+  .description("Approve a credit card billing merge")
+  .option("--input <type>", "Merge type: approved, loan, clearing, addCreds, bug", "approved")
+  .action(mergeAction);
+
+program
+  .command("unclassified [month]")
+  .description("List unclassified transactions")
+  .action(unclassifiedAction);
+
+program
+  .command("set-budget-type <transactionId> <type>")
+  .description("Set transaction as fixed or variable expense")
+  .action(setBudgetTypeAction);
+
+program
+  .command("adjust <envelopeId> <amount>")
+  .description("Adjust a predicted transaction amount")
+  .option("--sequence-id <id>", "Sequence ID (required)")
+  .option("--budget-date <date>", "Budget month (YYYY-MM, default: current)")
+  .option("--no-permanent", "Apply only for this month")
+  .action(adjustAction);
+
 const accountCmd = program
   .command("account")
   .description("Account settings");

src/client/RiseUpClient.ts

@@ -93,6 +93,44 @@ export class RiseUpClient {
     customerProgress: () => this.getCustomerProgress(),
   };
 
+  /** Transaction write operations. */
+  transactions = {
+    classify: (transactionId: string, expense: string, applyTo: "single" | "all" = "all") =>
+      this.http.post("/api/enrichment-update/save-enrichment", { transactionId, expense, applyTo }),
+
+    rename: (transactionId: string, displayName: string, applyTo: "single" | "all" = "single") =>
+      this.http.post("/api/enrichment-update/save-enrichment", { transactionId, displayName, applyTo }),
+
+    comment: (transactionId: string, comment: string) =>
+      this.http.post("/api/enrichment-update/save-comments", { transactionId, comment }),
+
+    exclude: (transactionId: string) =>
+      this.http.post("/api/investigator/answers/budget-category", { transactionId, budgetCategory: "excluded" }),
+
+    include: (transactionId: string) =>
+      this.http.post("/api/investigator/answers/unexclude-transaction", { transactionId }),
+
+    setBudgetType: (transactionId: string, budgetCategory: "fixed" | "variable") =>
+      this.http.post("/api/investigator/answers/budget-category", { transactionId, budgetCategory }),
+
+    merge: (transactionId: string, input: string = "approved") =>
+      this.http.post("/api/investigator/answers/merge", { papasMergeInput: [{ transactionId, input }] }),
+
+    adjustPrediction: (payload: {
+      envelopeId: string;
+      amount: number;
+      applyOnBudgetDate: string;
+      sequenceId: string;
+      isPermanent?: boolean;
+      monthsAhead?: number;
+    }) =>
+      this.http.post("/api/prediction-update/update-amount", {
+        ...payload,
+        isPermanent: payload.isPermanent ?? true,
+        monthsAhead: payload.monthsAhead ?? 1,
+      }),
+  };
+
   // ═══════════════════════════════════════════
   //  Direct API methods
   // ═══════════════════════════════════════════

src/client/http.ts

@@ -50,6 +50,20 @@ export class HttpClient {
     return this.request<T>(path, "POST", body, "json");
   }
 
+  /**
+   * Perform a POST request expecting a plain-text response.
+   */
+  async postText(path: string, body?: unknown): Promise<string> {
+    return this.request<string>(path, "POST", body, "text");
+  }
+
+  /**
+   * Perform a PUT request against the RiseUp API.
+   */
+  async put<T = unknown>(path: string, body?: unknown): Promise<T> {
+    return this.request<T>(path, "PUT", body, "json");
+  }
+
   // ── internal ────────────────────────────────
 
   private async request<T>(

src/client/types.ts

@@ -433,3 +433,31 @@ export interface StoredSession {
   savedAt?: string;
   expiresAt?: string;
 }
+
+// ── Write Operation Payloads ────────────────
+
+export interface SaveEnrichmentPayload {
+  transactionId: string;
+  expense?: string;
+  displayName?: string;
+  applyTo?: "single" | "all";
+}
+
+export interface SaveCommentPayload {
+  transactionId: string;
+  comment: string;
+}
+
+export interface BudgetCategoryPayload {
+  transactionId: string;
+  budgetCategory: "fixed" | "variable" | "excluded";
+  monthsDiff?: number;
+  expenseCategory?: string;
+}
+
+export interface MergeAnswerPayload {
+  papasMergeInput: Array<{
+    transactionId: string;
+    input: "approved" | "loan" | "clearing" | "addCreds" | "bug";
+  }>;
+}