[BOUNTY #114] Smart Payee & Merchant Alias Management#565
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zhaog100 wants to merge 2 commits intorohitdash08:mainfrom
Open
[BOUNTY #114] Smart Payee & Merchant Alias Management#565zhaog100 wants to merge 2 commits intorohitdash08:mainfrom
zhaog100 wants to merge 2 commits intorohitdash08:mainfrom
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- Add validate_bulk_import() function - Add /import/preview and /import/confirm endpoints - Add comprehensive tests - Support CSV and Excel files - Validate date, amount, and required fields - Detect duplicate transactions Closes rohitdash08#115
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Closes #114
Changes
PayeeAliasmodel with exact/case_insensitive/contains/regex matchingpayeeandresolved_payeefields onExpensemodel/api/payee-aliasesPOST /api/resolve— batch resolve expense payees using alias rulesPOST /api/auto-suggest— auto-suggest merges based on existing expense patterns/apiprefixAcceptance Criteria
Testing
Note: Tests require Redis (same as existing test suite). Manual testing verified all endpoints respond correctly.