Skip to content

[BOUNTY #107] Rule-based Auto Tagging & Categorization#567

Closed
zhaog100 wants to merge 2 commits intorohitdash08:mainfrom
zhaog100:feat/issue-107-auto-tag
Closed

[BOUNTY #107] Rule-based Auto Tagging & Categorization#567
zhaog100 wants to merge 2 commits intorohitdash08:mainfrom
zhaog100:feat/issue-107-auto-tag

Conversation

@zhaog100
Copy link
Copy Markdown

Closes #107

Changes

  • New TagRule model with 5 condition types: contains/exact/regex/amount_gt/amount_lt
  • CRUD API for tag rules
  • Apply endpoint: batch-match rules against existing expenses
  • Priority-based rule ordering (first match wins)
  • 9 test cases

zhaog100 and others added 2 commits March 20, 2026 18:12
- 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
@zhaog100 zhaog100 requested a review from rohitdash08 as a code owner March 20, 2026 12:06
@zhaog100
Copy link
Copy Markdown
Author

Closing: no maintainer response. Refocusing efforts.

@zhaog100 zhaog100 closed this Mar 22, 2026
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

Rule-based auto tagging & categorization

1 participant