Problem
I've been self-hosting Securo for a while and have built up a good set of auto-categorization rules. A friend now wants to host their own instance and is interested in the rules I already made. Right now the only way for them to get those rules is to recreate each one by hand, which is slow and easy to get wrong.
Proposed Solution
Add the ability to export auto-categorization rules to a file (like JSON) and import them into another instance.
Ideally:
- An Export button to download all (or selected) rules as a file.
- An Import button that reads that file and creates the rules in the target instance.
- On import, match categories by name and let the user resolve any that don't exist, with an option to skip, overwrite, or create duplicates.
Alternatives Considered
- Recreating the rules by hand. Works, but slow and error-prone.
- Copying database rows directly. Too risky, and not practical for a fresh instance.
- Sharing rules in a doc to retype. Still manual re-entry.
Additional Context
The use case is two separate self-hosted instances where one person tuned the rules and wants to share that work. A portable format would also help with backups and migrating rules to a new instance.
Problem
I've been self-hosting Securo for a while and have built up a good set of auto-categorization rules. A friend now wants to host their own instance and is interested in the rules I already made. Right now the only way for them to get those rules is to recreate each one by hand, which is slow and easy to get wrong.
Proposed Solution
Add the ability to export auto-categorization rules to a file (like JSON) and import them into another instance.
Ideally:
Alternatives Considered
Additional Context
The use case is two separate self-hosted instances where one person tuned the rules and wants to share that work. A portable format would also help with backups and migrating rules to a new instance.