Add documentation for:
- FinancialAuditService responsibilities and methods
- Audit flag types and severities
- /api/audit endpoint with query parameters and response
- Version bump to 1.4 with recent changes section
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Budget model with Weekly/Monthly/Yearly periods
- BudgetService for CRUD and spending calculations
- New /Budgets page for managing budgets
- Dashboard integration with progress bars
- Support for category-specific or total spending budgets
- Period boundaries calculated from budget start date
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Document the expanded service layer architecture:
- Reorganize service layer diagram by functional groups (Core Transaction, Entity Management, Receipt, Reference & Dashboard)
- Add comprehensive documentation for AccountService, CardService, ReferenceDataService, and TransactionStatisticsService
- Update MerchantService documentation with new CRUD operations
- Document all DTOs and design patterns
Maintains architectural documentation consistency as the service layer continues to grow.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Document TransactionService and ReceiptMatchingService in the architecture documentation, including their responsibilities, key methods, matching algorithms, and design patterns.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Updated documentation to reflect v1.2 changes:
- Unmapped receipts with nullable TransactionId
- Duplicate detection with blocking modal
- Auto-mapping service with intelligent date range logic
- Due date support for bills (bill date to due date + 5 days)
- Enhanced manual mapping UI with transaction selector
- Transactions page improvements (search, filters, ID column)
- New Receipts page with comprehensive workflow
- Updated service layer, database schema, and workflows sections
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add AI categorization service that suggests categories, merchants, and
rules for uncategorized transactions. Users can review and approve
suggestions before applying them.
Features:
- TransactionAICategorizer service using OpenAI GPT-4o-mini
- Batch processing (5 transactions at a time) to avoid rate limits
- Confidence scoring (0-100%) for each suggestion
- AI suggests category, canonical merchant name, and pattern rule
- ReviewAISuggestions page to list uncategorized transactions
- ReviewAISuggestionsWithProposals page for manual review
- Apply individual suggestions or bulk apply high confidence (≥80%)
- Optional rule creation for future auto-categorization
- Cost: ~$0.00015 per transaction (~$0.015 per 100)
CategoryMapping enhancements:
- Confidence field to track AI confidence score
- CreatedBy field ("AI" or "User") to track rule origin
- CreatedAt timestamp for audit trail
Updated ARCHITECTURE.md with complete documentation of:
- TransactionAICategorizer service details
- ReviewAISuggestions page descriptions
- AI categorization workflow (Phase 1)
- Updated CategoryMappings schema
Next steps (Phase 2):
- Auto-apply high confidence suggestions
- Background job processing
- Batch API requests for better efficiency
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Split documentation into three files to eliminate duplication:
- ARCHITECTURE.md: Shared technical documentation (domain models,
services, database schema, workflows, patterns)
- CLAUDE.md: Claude Code-specific context referencing ARCHITECTURE.md
- AGENTS.md: Codex agent context referencing ARCHITECTURE.md
This allows both Claude Code and Codex CLI to share the same source
of truth for architecture details while maintaining tool-specific
configuration in separate files.
Benefits:
- Single source of truth for technical details
- Easier maintenance (update once, not twice)
- Consistent documentation across tools
- Clear separation of concerns
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
