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Let imports opt out of AI classification

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Classification preferences gains "Classify newly imported transactions with
AI", stored as classify_on_import in config.toml and on by default, so existing
configurations keep their behaviour. It covers CSV imports and bank
synchronization alike.

With it off, no import path contacts the provider: classification falls to the
new provider-free rules path, where an opted-in merchant rule still applies its
category and tags, an alias match still attaches its merchant, and everything
else arrives on the editable fallback without a provenance error that would
suggest the provider had failed. Analyse remains available on demand.
This commit is contained in:
Lars Nolden
2026-09-11 18:10:05 +02:00
parent dc767799bc
commit dece0d5b79
10 changed files with 217 additions and 30 deletions
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OPERATIONS.txt
+9 -1
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@@ -115,6 +115,14 @@ save preferences. Replace key rotates it; Remove key disables AI. No SSH,
Nix rebuild or restart is needed. Changes affect future classification
requests; in-flight requests retain their original key.
"Classify newly imported transactions with AI" in Classification preferences
controls whether imports contact the provider at all. It applies to CSV imports
and bank synchronization, defaults to on, and is stored as classify_on_import
in config.toml. With it off, no import makes a provider request: enabled
merchant-default rules still classify, an alias match still attaches its
merchant, and everything else arrives on the editable fallback with no
provenance error. AI classification -> Analyse is unaffected by this preference.
The key is stored as private 0600 plaintext in state/openrouter.json under
the data directory, never in config.toml or browser storage. API responses
never return the saved key. Backups of the data directory contain this secret.
@@ -354,7 +362,7 @@ count as income/spending. Populate local account IBANs to support recognition.
Canonical files and recovery
----------------------------
finance/
config.toml model/amount opt-in only, no API keys
config.toml model/amount/import opt-in only, no API keys
accounts.finance
categories.finance
tags.finance