Skip to content

Add fuzzy matching for Amazon transaction linking, documentation and table aesthetic improvements#61

Merged
wesm merged 1 commit intomainfrom
amazon-fuzzy-matching
Dec 27, 2025
Merged

Add fuzzy matching for Amazon transaction linking, documentation and table aesthetic improvements#61
wesm merged 1 commit intomainfrom
amazon-fuzzy-matching

Conversation

@wesm
Copy link
Owner

@wesm wesm commented Dec 27, 2025

Adds fuzzy Amazon transaction matching to link bank/credit card transactions with Amazon order history, plus various documentation updates / small QOL improvements. A little more Claude slop here than I would like but I will improve it incrementally in follow ups

Claude's summary of changes:

Amazon Matching Features

  • Amazon column in transaction table - Shows match status (✓ exact, ~ likely) when viewing Amazon merchant transactions
  • Fuzzy matching algorithm - Matches transactions to Amazon orders using amount tolerance (max of $20 or 15%) and date proximity (±5 days)
  • Item-level matching - Matches split charges to individual items within orders
  • Amazon item names in search - Search includes matched product names
  • Lazy loading - Amazon matches loaded on-demand as user scrolls, with persistent caching
  • Demo database support - Demo mode generates realistic Amazon order data for testing

Documentation Updates

  • Updated caching docs (now enabled by default)
  • Added v0.8.0 changelog
  • Standardized navigation screenshots to use Target merchant
  • Added filter modal screenshot

Technical

  • Shrink-to-fit columns when drilled down (merchant column narrows to make room for Amazon column)

- Add Amazon column in transaction table showing match status (✓/~)
- Fuzzy matching with amount tolerance (max $20 or 15%) and date proximity (±5 days)
- Item-level matching for split Amazon charges
- Include Amazon item names in text search
- Lazy loading with persistent cache across view refreshes
- Demo mode generates realistic Amazon order data
- Shrink-to-fit columns when drilled down
- Update docs: v0.8.0 changelog, caching (now default), navigation screenshots
- Add filter modal screenshot

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@wesm wesm force-pushed the amazon-fuzzy-matching branch from 451d813 to 38a2e0c Compare December 27, 2025 19:15
@wesm wesm merged commit 5b9292e into main Dec 27, 2025
9 checks passed
@wesm wesm deleted the amazon-fuzzy-matching branch December 27, 2025 19:52
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant