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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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internal/app/app.go
+15 -3
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@@ -20,9 +20,13 @@ import (
"finance-duck/internal/journal"
)
// Settings holds preferences only, never credentials. ClassifyOnImport controls
// whether newly imported transactions are sent to the model at all; merchant
// rules always apply.
type Settings struct {
Model string `json:"model"`
IncludeAmount bool `json:"include_amount"`
Model string `json:"model"`
IncludeAmount bool `json:"include_amount"`
ClassifyOnImport bool `json:"classify_on_import"`
}
type Status struct {
SyncError string `json:"sync_error"`
@@ -74,6 +78,9 @@ func Open(dir string) (*App, error) {
return nil, err
}
a := &App{dir: dir, journal: j, previews: make(map[string]Preview), csvImports: make(map[string]CSVImport), authStates: make(map[string]authorization), syncRequested: make(chan struct{}, 1)}
// Configurations written before this preference existed keep classifying
// imports; only an explicit key switches it off.
a.settings.ClassifyOnImport = true
fail := func(e error) (*App, error) { j.Close(); return nil, e }
if err = os.MkdirAll(filepath.Join(dir, "state"), 0700); err != nil {
return fail(err)
@@ -98,6 +105,8 @@ func Open(dir string) (*App, error) {
a.settings.Model, err = strconv.Unquote(v)
case "include_amount":
a.settings.IncludeAmount, err = strconv.ParseBool(v)
case "classify_on_import":
a.settings.ClassifyOnImport, err = strconv.ParseBool(v)
default:
err = fmt.Errorf("unknown setting %q", k)
}
@@ -326,7 +335,10 @@ func (a *App) SaveSettings(ctx context.Context, s Settings) (State, error) {
if len(s.Model) > 200 {
return State{}, errors.New("model name is too long")
}
b := []byte("# Preferences only. Manage secrets in Settings or environment variables, never this file.\nclassification_model = " + strconv.Quote(s.Model) + "\ninclude_amount = " + strconv.FormatBool(s.IncludeAmount) + "\n")
b := []byte("# Preferences only. Manage secrets in Settings or environment variables, never this file.\n" +
"classification_model = " + strconv.Quote(s.Model) + "\n" +
"include_amount = " + strconv.FormatBool(s.IncludeAmount) + "\n" +
"classify_on_import = " + strconv.FormatBool(s.ClassifyOnImport) + "\n")
if err := atomicFile(filepath.Join(a.dir, "config.toml"), b); err != nil {
return State{}, err
}