Files
accounted/supabase/migrations/20240101000041_user_description_matching.sql
T
Jakob Wennberg 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 16:02:06 +01:00

24 lines
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SQL

-- Migration: user_description_matching
-- Adds source tracking, user description text, and template_id to mapping_rules
-- to support user-description-based transaction matching.
--
-- Safe migration: all new columns have defaults or are nullable,
-- so existing rows remain valid.
-- 1. Add source column to track rule origin
ALTER TABLE public.mapping_rules
ADD COLUMN IF NOT EXISTS source TEXT NOT NULL DEFAULT 'auto'
CHECK (source IN ('auto', 'user_description', 'system'));
-- 2. Add user_description column to store the user's plain-language text
ALTER TABLE public.mapping_rules
ADD COLUMN IF NOT EXISTS user_description TEXT;
-- 3. Add template_id column to store the confirmed booking template
ALTER TABLE public.mapping_rules
ADD COLUMN IF NOT EXISTS template_id TEXT;
-- 4. Index for efficient upsert-on-merchant lookup by source
CREATE INDEX IF NOT EXISTS idx_mapping_rules_user_merchant_source
ON public.mapping_rules (user_id, merchant_pattern, source);