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feat: rule-based auto tagging & categorization#698

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shaidshark wants to merge 1 commit intorohitdash08:mainfrom
shaidshark:feat/rule-based-auto-tagging
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feat: rule-based auto tagging & categorization#698
shaidshark wants to merge 1 commit intorohitdash08:mainfrom
shaidshark:feat/rule-based-auto-tagging

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Summary

Implements rule-based auto-tagging and categorization for transactions. Fixes #107

Changes

  • Added CategorizationRule and RuleCondition models
  • Added CRUD endpoints at /rules
  • Added multi-condition support with AND/OR logic
  • Added priority ordering for conflicting rules
  • Auto-apply rules when creating expenses
  • Comprehensive tests included
  • Documentation updated

Features

  • Rule fields: payee, amount, description, notes
  • Operators: contains, equals, regex, gt, lt, gte, lte, startswith, endswith
  • Multi-condition rules with AND/OR logic
  • Priority ordering
  • Auto-apply on expense creation

- Add CategorizationRule and RuleCondition models
- Add CRUD endpoints for rules at /rules
- Add multi-condition support with AND/OR logic
- Add priority ordering for conflicting rules
- Auto-apply rules when creating expenses
- Add comprehensive tests
- Update documentation

Fixes rohitdash08#107
@shaidshark shaidshark requested a review from rohitdash08 as a code owner April 2, 2026 17:00
@shaidshark
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Bounty submission — ready for review! All code review feedback from previous rounds has been addressed.

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Rule-based auto tagging & categorization

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