7 Commits

Author SHA1 Message Date
db06108d2b feat: complete v1 implementation - all services, UI views, and tests
Adds remaining files from parallel development:
- Services: analysis, csv_reader, forecasting, normalizer, recurring
- UI: recurring_view, settings_view, sidebar, themes (dark/light)
- Tests: analysis, csv_reader, forecasting, import_categorize,
  normalizer, recurring, integration
- App entry point (main.py) and CLAUDE.md

52 tests passing across all modules.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:57:46 -05:00
f538cad6ae feat: cross-account transfer detection
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:56:53 -05:00
49a32aa72f feat: default categorization rules from known patterns
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:48:13 -05:00
1e12e563a7 feat: add ImportService for CSV import with duplicate detection
Orchestrates CSV reading, description normalization, and transaction
storage. Uses count-based duplicate detection so legitimate repeated
transactions (same date/amount/description) in a single file are all
imported, while re-importing the same file correctly identifies every
row as a duplicate.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:44:58 -05:00
b7746ece4f feat: add rule-based categorization engine with protocol interface
Implement Categorizer protocol and RuleBasedCategorizer service that
matches transactions against pipe-separated patterns ordered by priority,
with support for tag overrides and household member attribution.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:44:16 -05:00
8360de71ef feat: add SQLAlchemy database models and tests
Add the data layer for the spending analysis app including models for
household members, accounts, categories, transactions, categorization
rules, and CSV import mappings. All models use SQLAlchemy 2.0 mapped
columns with proper foreign key relationships. Includes db.py with
Base class, engine/session factories, and 6 passing tests.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:38:35 -05:00
eb4bfda1db feat: project setup with dependencies
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:24:13 -05:00