feat: Add bulk import validation warnings and summary statistics (closes #115)#458
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noxxxxybot-sketch wants to merge 2 commits intorohitdash08:mainfrom
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feat: Add bulk import validation warnings and summary statistics (closes #115)#458noxxxxybot-sketch wants to merge 2 commits intorohitdash08:mainfrom
noxxxxybot-sketch wants to merge 2 commits intorohitdash08:mainfrom
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added 2 commits
March 15, 2026 12:08
…08#91) - Rule-based auto-categorization with 60+ keyword mappings across 10 categories - Confidence scoring (0.0-1.0) with alternatives ranking - Learning from user corrections via POST /categorize/learn - Batch categorization endpoint for multiple transactions - User-specific learned rules stored in categorization_rules table - 26 comprehensive tests (all passing, 48 total) API Endpoints: - POST /categorize — Categorize single transaction - POST /categorize/batch — Batch categorize up to 100 transactions - POST /categorize/learn — Learn from user corrections - GET /categorize/rules — List learned rules - DELETE /categorize/rules/:id — Delete a learned rule
rohitdash08#115) - Add validate_import_rows() function with per-row validation warnings for: - Unusually large amounts (>100k) - Future dates and suspiciously old dates - Short/empty or overly long descriptions - Add summary statistics: total amounts, income vs expense breakdown, date range - Update /expenses/import/preview to include warnings and summary in response - Add comprehensive unit and integration tests
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Summary
Adds validation warnings and summary statistics to the bulk import preview endpoint, addressing issue #115.
Changes
API Response (Before → After)
Before:
After:
Tests