Files
monthlytracker/openspec/specs/category-suggestion/spec.md

1.3 KiB

Purpose

TBD

Requirements

Requirement: System suggests categories from merchant names

The system SHALL support merchant-name-based category suggestion for expense entry while keeping all suggestion logic fully offline.

Scenario: Known merchant resolves from deterministic rules

  • WHEN the user enters a merchant or shop name that matches a known merchant rule
  • THEN the system assigns the mapped category without needing model inference

Scenario: Unknown merchant falls back to local model

  • WHEN the user enters a merchant or shop name that does not match a known merchant rule
  • THEN the system asks the local AI service for a category suggestion and returns the suggested category

Requirement: Ambiguous suggestions remain user-controlled

The system SHALL keep the final saved category under user control for ambiguous or model-generated suggestions.

Scenario: User confirms model suggestion before save

  • WHEN the category suggestion comes from model inference instead of a deterministic rule
  • THEN the user can review and confirm or change the category before the expense is saved

Scenario: No cloud fallback is used

  • WHEN the local suggestion service is unavailable
  • THEN the system continues to allow manual category selection and does not send merchant data to a hosted provider