Commit Graph

6 Commits

Author SHA1 Message Date
andy 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
andy eb4bfda1db feat: project setup with dependencies
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:24:13 -05:00
andy 3f8b1d9056 Add implementation plan with 21 tasks across 6 phases
Covers: project setup, database models, CSV import pipeline with
description normalization, rule-based categorization engine, spending
analysis/recurring detection/forecasting services, PySide6 desktop UI
with import wizard/transactions/analysis/recurring/settings views,
dark/light theming, and integration testing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:17:03 -05:00
andy 0e1013c673 Update design with real CSV format analysis and household details
Adds known source formats (Chase credit card with headers, Wells Fargo
checking headerless), description normalization strategy, cross-account
transfer detection, source category hints, household income sources,
and sample categorization rules based on real transaction data.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:05:51 -05:00
andy a1d550d1e0 Add spending analysis app design document
Captures the full v1 design: CSV import with auto-mapping, rule-based
categorization (extensible for AI), household member attribution,
spending trends, category breakdowns, recurring charge detection,
and forecasting.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:02:55 -05:00
andy 78e18b98d1 Initial commit 2026-02-10 13:28:55 -05:00