Add auto-approve permissions for roslyn-bridge skill, curl commands, and dotnet build variants to improve Claude Code workflow efficiency.
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Co-Authored-By: Claude <noreply@anthropic.com>
Rename to reflect multi-provider support (OpenAI + Anthropic):
- Rename Services/OpenAIReceiptParser.cs to Services/AIReceiptParser.cs
- Update class name from OpenAIReceiptParser to AIReceiptParser
- Update DI registration in Program.cs
The parser now supports both OpenAI and Anthropic models, so the more generic name better reflects its capabilities.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Enhanced receipt parsing and mapping to support bills with due dates (like utility bills):
- Updated OpenAI prompt to extract due date from bills
- Added DueDate property to Receipt model with database migration
- Modified auto-mapping logic to use bill date to due date range when both dates are present
- For regular receipts without due dates, continues to use ±3 day window
- Updated manual mapping UI to display due dates and adjust date range explanation
- Receipt list now shows due dates in orange "Due:" text for clarity
This allows electric bills and similar documents with 20+ day payment windows to be properly matched to their payment transactions.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Enhanced the receipt mapping modal with intelligent transaction filtering
and a clean table-based selection interface.
Smart Filtering (per receipt):
- If receipt has a date: Show transactions within ±3 days
- If receipt has merchant: Filter by merchant name match
- Calculate amount matches (within $0.10 tolerance)
- Only show transactions without receipts
- Limit to 50 most recent matches
- Fallback to recent 50 transactions if no matches
UI Improvements:
- Replaced confusing listbox with formatted data table
- Proper column alignment with fixed widths
- Sticky header for scrollable table (max 400px height)
- Clickable rows with radio button selection
- Visual feedback:
- Green highlight for amount matches
- Blue highlight for selected row
- Hover effect on rows
- Context-aware helper text explaining filter criteria
- Shows which transactions match the receipt date range
Features:
- Click anywhere on row to select
- Radio buttons for explicit selection
- Hidden input field stores selected transaction ID
- Manual ID entry still available as fallback
- Clear visual indicators for best matches
This provides a much better UX for manual mapping by showing only
relevant transactions and making it easy to identify likely matches.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Renamed static factory method from 'MultipleMatches' to
'WithMultipleMatches' to avoid conflict with the 'MultipleMatches'
property in the same class.
This resolves the compilation error: "The type 'ReceiptAutoMapResult'
already contains a definition for 'MultipleMatches'".
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add explicit column type configuration for Confidence field to avoid
SQL Server truncation warnings. Use decimal(5,4) to store values from
0.0000 to 1.0000 with 4 decimal places of precision.
Also add MaxLength constraint for CreatedBy field.
Migration applied successfully to database.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Schema Changes:
- Add Account model (Institution, AccountType enum, Last4, Owner, Nickname)
- Add Transfer model for tracking money movement between accounts
- Update Transaction to support both CardId and AccountId (nullable FKs)
- Rename Transaction.CardLast4 → Last4 (works for both cards and accounts)
- Add PaymentMethodLabel computed property to Transaction
- Create EF Core migration: SplitCardsAndAccounts
Data Model Improvements:
- Accounts: Checking, Savings, Other types
- Transfers: Source/Destination accounts, optional link to original transaction
- Transactions can now link to either a Card OR an Account
- Transfer categories excluded from spending reports via TransactionFilters
UI Pages:
- Add Accounts.cshtml - List all bank accounts with transaction counts
- Add EditAccount.cshtml - Create/edit bank accounts
- Add Accounts link to navigation
- Update all references from CardLast4 to Last4
Service Layer Updates:
- Update CardResolutionResult to use nullable CardId and renamed Last4
- Update TransactionKey record to include AccountId
- Update IsDuplicate check to include both CardId and AccountId
- Update all PaymentMethodLabel usage across pages
This architecture allows proper separation of credit cards from bank
accounts and enables tracking of transfers between accounts without
double-counting in spending reports.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Features added:
- Cards page with list/create/edit/delete functionality
- EditCard page for modifying card details
- Enhanced CategoryMappings UI with inline add/edit/delete modals
- Category dropdown autocomplete in mapping forms
- Priority badges and visual indicators for high-priority mappings
- Click-to-edit functionality on patterns
Improvements:
- TransactionCategorizer: Add TARGET.COM to online shopping patterns
- TransactionCategorizer: Set Credit Card Payment to priority 200 to catch before Banking
- TransactionCategorizer: Add database migration comments
- Layout: Add Cards link to navigation
- Layout: Fix Bootstrap JS path
- ValidationScriptsPartial: Use Url.Content for script paths
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
