Files
sure/test
4e010493c7 feat(up): map Up category slugs to Sure categories on import (#2487)
* feat(up): map Up category slugs to Sure categories on import

UpEntry::Processor captured Up's category slug into extra but never applied it, so
Up transactions imported uncategorised even though the user had already tagged them
in the Up app.

Add UpAccount::Transactions::CategoryTaxonomy + CategoryMatcher, mirroring
PlaidAccount::Transactions::CategoryMatcher: map Up's child category slugs onto the
family's existing/default Sure categories by alias, and wire the matcher through
UpAccount::Transactions::Processor into UpEntry::Processor. The category is applied via
the adapter's enrich_attribute, so a category the user has set or locked is preserved
on re-sync.

High-confidence mappings only. Up-specific categories with no honest Sure default
(Booze, Pets, Apps & Games, Life Admin, Technology, ...) intentionally stay
uncategorised for the user's own rules / AI, since a wrong auto-category is worse than
none. Adds a matcher unit test and processor wiring tests.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* refactor(up): match category slugs as strings in CategoryMatcher

Up category ids are string slugs; compare them against the taxonomy keys as strings
so the lookup does not depend on the keys being symbols. No behaviour change (the
"slug": hash syntax already produces symbol keys that matched the symbolized input,
covered by the matcher unit test), but it removes a subtle footgun and reads clearer.
Flagged by the Codex review on the PR.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(up): make category import non-destructive; word-boundary the alias match

Per review feedback: do not bootstrap Sure's default categories during a sync.
family_categories now returns the family's existing categories without creating
defaults, so a family that has none (deliberately cleared, or pre-onboarding) gets
uncategorised transactions rather than having the full default set silently created.
Matching resumes once the user sets up categories through the normal UI flow.

Also word-boundary the "and" stripping in the matcher normalization so it strips only
the standalone conjunction, not "and" inside a word (e.g. errand). Adds a processor
test for the non-destructive guarantee.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Gavin Matthews <matthews.gav@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-22 08:26:48 +02:00
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