Add transaction review workflow tools#19
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Co-authored-by: Istvan Varga-Haszonits <vargahis@Istvans-MacBook-Pro.local> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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Summary
This adds tools for the common workflow of reviewing new transactions that need attention.
What's New in This PR
get_transactions_needing_review- Fetches transactions that need review with multiple filter options:needs_reviewflag filteringset_transaction_category- Updates a transaction's category with optional auto-mark-as-reviewedupdate_transaction_notes- Adds or updates notes on transactions (useful for receipt links)mark_transaction_reviewed- Clears the needs_review flagAlso includes the category tools from my previous PR for completeness.
Why
Reviewing transactions is probably the most common task in Monarch. These tools let you quickly find transactions that need attention and process them without having to open the web UI.
Testing
Extended test coverage in
tests/test_transactions.pyfor all new tools.Manually verified against live account data.