docs: update feature status and templates for navigation, AI suggestions, CSV import, and more

fortinbra · fortinbra · commit c73f513624c8 · 2026-01-27T01:03:03.000-06:00
diff --git a/docs/031-navigation-reorganization.md b/docs/031-navigation-reorganization.md
@@ -1,4 +1,6 @@
+
 # Feature 031: Navigation Reorganization & UX Improvements
+> **Status:** ✅ Complete
 
 ## Overview
 
diff --git a/docs/032-ai-category-suggestions.md b/docs/032-ai-category-suggestions.md
@@ -1,4 +1,53 @@
+
 # Feature 032: AI-Powered Category Suggestions
+> **Status:** In Progress
+
+---
+## Implementation Status (2026-01-27)
+
+**UI:** Implemented (see Blazor client)
+
+
+
+**Backend/Integration Checklist:**
+
+- [x] CategorySuggestionService analyzes uncategorized transactions and integrates with MerchantKnowledgeBase
+- [x] Auto-creation of categorization rules after category acceptance (API and service logic present)
+- [~] Dismissed suggestions are persisted (restore/undismiss not yet implemented)
+- [x] System learns from user manual categorizations and updates merchant mappings
+- [~] Endpoints for suggesting, accepting, dismissing, and refreshing category suggestions (restore not implemented)
+- [x] Endpoints for merchant-category mapping management
+- [x] Unit and integration tests for new logic and endpoints (see tests for CategorySuggestionService, MerchantMappingService, and CategorySuggestionsController)
+- [x] OpenAPI docs and user documentation for new endpoints/features (see table below)
+
+
+All required UI elements and flows described in the feature spec are present. See `src/BudgetExperiment.Client/Pages/CategorySuggestions.razor` and `src/BudgetExperiment.Client/Components/AI/CategorySuggestionCard.razor` for details.
+
+---
+
+## API Endpoint Summary (OpenAPI)
+
+The following endpoints are available for AI category suggestions and merchant mapping. All endpoints are documented in the OpenAPI spec and available via the Scalar UI (`/scalar`).
+
+| Method | Endpoint | Description |
+|--------|----------------------------------------------------------|-----------------------------------------------|
+| POST   | `/api/v1/categorysuggestions/analyze`                    | Analyze uncategorized transactions and generate suggestions |
+| GET    | `/api/v1/categorysuggestions`                            | Get all pending category suggestions          |
+| GET    | `/api/v1/categorysuggestions/{id}`                       | Get a specific category suggestion by ID      |
+| POST   | `/api/v1/categorysuggestions/{id}/accept`                | Accept a suggestion and create the category   |
+| POST   | `/api/v1/categorysuggestions/{id}/dismiss`               | Dismiss a suggestion                         |
+| POST   | `/api/v1/categorysuggestions/bulk-accept`                | Accept multiple suggestions in bulk           |
+| GET    | `/api/v1/categorysuggestions/{id}/preview-rules`         | Preview rules that would be created for a suggestion |
+| POST   | `/api/v1/categorysuggestions/{id}/create-rules`          | Create categorization rules from suggestion patterns |
+| GET    | `/api/v1/merchantmappings`                               | Get all learned merchant mappings             |
+| POST   | `/api/v1/merchantmappings/learn`                         | Learn a merchant-to-category mapping from manual categorization |
+| DELETE | `/api/v1/merchantmappings/{id}`                          | Delete a learned merchant mapping             |
+
+See the OpenAPI/Swagger UI at `/scalar` for full request/response schemas and try-it-out functionality.
+
+This checklist will be updated as each backend/integration item is confirmed.
+
+----
 
 ## Overview
 
diff --git a/docs/033-csv-import-skip-header-rows-fix.md b/docs/033-csv-import-skip-header-rows-fix.md
@@ -1,4 +1,5 @@
 # Feature 033: CSV Import Skip Header Rows Bug Fix
+> **Status:** ✅ Complete
 
 > **Status:** ✅ Complete  
 > **Type:** Bug Fix  
diff --git a/docs/034-category-suggestions-analyze-405-fix.md b/docs/034-category-suggestions-analyze-405-fix.md
@@ -1,4 +1,5 @@
 # Feature 034: Category Suggestions Analyze Endpoint 405 Fix
+> **Status:** ✅ Complete
 
 > **Status:** ✅ Complete  
 > **Type:** Bug Fix  
diff --git a/docs/035-ai-suggestions-analyze-timeout-bug.md b/docs/035-ai-suggestions-analyze-timeout-bug.md
@@ -1,4 +1,5 @@
 # Feature 035: AI Suggestions Analyze Timeout Bug
+> **Status:** ✅ Complete
 
 > **Status:** ✅ Complete  
 > **Type:** Bug Fix  
diff --git a/docs/036-demo-environment-e2e-tests.md b/docs/036-demo-environment-e2e-tests.md
@@ -1,4 +1,5 @@
 # Feature 036: Demo Environment E2E Tests
+> **Status:** 🗒️ Planning
 
 ## Status: Planning 📋
 
diff --git a/docs/037-automated-demo-deployment.md b/docs/037-automated-demo-deployment.md
@@ -1,4 +1,5 @@
 # Feature 037: Automated Demo Site Deployment
+> **Status:** 🗒️ Planning
 
 ## Status: Planning 📋
 
diff --git a/docs/038-reconciliation-status-endpoint-mismatch.md b/docs/038-reconciliation-status-endpoint-mismatch.md
@@ -1,4 +1,5 @@
 # Feature 038: Reconciliation Status Endpoint Parameter Mismatch Bug
+> **Status:** In Progress
 
 ## Overview
 
diff --git a/docs/039-reconciliation-label-matching.md b/docs/039-reconciliation-label-matching.md
@@ -1,4 +1,5 @@
 # Feature 039: Reconciliation label matching
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/040-bulk-categorize-uncategorized-transactions.md b/docs/040-bulk-categorize-uncategorized-transactions.md
@@ -1,4 +1,5 @@
 # Feature 040: Bulk Categorize Uncategorized Transactions
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/041-validate-starting-balance-calendar-e2e.md b/docs/041-validate-starting-balance-calendar-e2e.md
@@ -1,4 +1,5 @@
 # Feature 041: Validate Starting Balance in Calendar (E2E)
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/042-optimize-cicd-pipeline-speed.md b/docs/042-optimize-cicd-pipeline-speed.md
@@ -1,4 +1,5 @@
 # Feature 042: Optimize CI/CD Pipeline Speed
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/043-consolidate-ai-features-ui.md b/docs/043-consolidate-ai-features-ui.md
@@ -1,4 +1,5 @@
 # Feature 043: Consolidate AI Features in UI
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/044-ui-theme-rework-and-theming.md b/docs/044-ui-theme-rework-and-theming.md
@@ -1,4 +1,5 @@
 # Feature 044: UI Theme Rework and Theming Improvements
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/045-ui-component-refactor-and-library.md b/docs/045-ui-component-refactor-and-library.md
@@ -1,4 +1,5 @@
 # Feature 045: UI Component Refactor and Library Preparation
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/046-accessible-theme-and-wcag-ui-tests.md b/docs/046-accessible-theme-and-wcag-ui-tests.md
@@ -1,4 +1,5 @@
 # Feature 046: Accessible Theme and WCAG 2.0 UI Tests
+> **Status:** 🗒️ Planning
 
 ## Overview
 
diff --git a/docs/046.1-calendar-centric-navigation-audit.md b/docs/046.1-calendar-centric-navigation-audit.md
@@ -1,4 +1,5 @@
 # Calendar-Centric Navigation and Feature Audit
+> **Status:** 🗒️ Planning
 
 ## Feature Overview
 
diff --git a/docs/047-mobile-experience-calendar-quick-add-ai.md b/docs/047-mobile-experience-calendar-quick-add-ai.md
@@ -1,4 +1,5 @@
 # Mobile Experience: Calendar, Quick Add, and AI Assistant
+> **Status:** 🗒️ Planning
 
 ## Feature Overview
 
diff --git a/docs/048-calendar-edit-budget-goals.md b/docs/048-calendar-edit-budget-goals.md
@@ -1,4 +1,5 @@
 # Calendar-First Budget Editing
+> **Status:** 🗒️ Planning
 
 ## Feature Overview
 
diff --git a/docs/049-calendar-recurring-transactions-visibility.md b/docs/049-calendar-recurring-transactions-visibility.md
@@ -1,4 +1,5 @@
 # Calendar Recurring Transactions Visibility
+> **Status:** 🗒️ Planning
 
 ## Feature Overview
 
diff --git a/docs/050-calendar-driven-reports-analytics.md b/docs/050-calendar-driven-reports-analytics.md
@@ -1,4 +1,5 @@
 # Calendar-Driven Reports & Analytics
+> **Status:** 🗒️ Planning
 
 ## Feature Overview
 
diff --git a/docs/051-ai-assistant-calendar-context.md b/docs/051-ai-assistant-calendar-context.md
@@ -1,4 +1,5 @@
 # AI Assistant Calendar Context
+> **Status:** 🗒️ Planning
 
 ## Feature Overview
 
diff --git a/docs/052-performance-ttfp-page-load.md b/docs/052-performance-ttfp-page-load.md
@@ -1,4 +1,5 @@
 # Performance Optimization: Time to First Page & Page Load
+> **Status:** 🗒️ Planning
 
 ## Feature Overview
 
diff --git a/docs/053-reporting-data-portability.md b/docs/053-reporting-data-portability.md
@@ -1,4 +1,5 @@
 # 053 - Reporting & Data Portability Overhaul
+> **Status:** 🗒️ Planning
 
 ## Goal
 Deliver a modern, accessible, and highly interactive reporting experience for budget data, with robust export options (CSV, Excel, PDF) and user-driven custom report composition.
diff --git a/docs/054-transaction-location-choropleth.md b/docs/054-transaction-location-choropleth.md
@@ -1,4 +1,5 @@
 # 054 - Transaction Location Data & Choropleth Reporting
+> **Status:** 🗒️ Planning
 
 ## Goal
 Enhance transaction records with location data (parsed or captured), and visualize spending patterns geographically using choropleth charts in reports.
diff --git a/docs/055-easy-deployment-auth-options.md b/docs/055-easy-deployment-auth-options.md
@@ -1,4 +1,5 @@
 # Easier Deployment for New Users: Optional Postgres, Auth Off, and Flexible Auth Providers
+> **Status:** 🗒️ Planning
 
 ## Problem
 
diff --git a/docs/FEATURE-TEMPLATE.md b/docs/FEATURE-TEMPLATE.md
@@ -1,4 +1,5 @@
 # Feature XXX: [Feature Title]
+> **Status:** [Planning | In Progress | Complete]
 
 > **Instructions:** Copy this template for new features. Replace `XXX` with the next feature number. Delete this instruction block and all `<!-- comments -->` after filling in.
 

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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 033: CSV Import Skip Header Rows Bug Fix`
	`2`	`+> Status: ✅ Complete`
`2`	`3`
`3`	`4`	`> Status: ✅ Complete`
`4`	`5`	`> Type: Bug Fix`
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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 034: Category Suggestions Analyze Endpoint 405 Fix`
	`2`	`+> Status: ✅ Complete`
`2`	`3`
`3`	`4`	`> Status: ✅ Complete`
`4`	`5`	`> Type: Bug Fix`
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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 035: AI Suggestions Analyze Timeout Bug`
	`2`	`+> Status: ✅ Complete`
`2`	`3`
`3`	`4`	`> Status: ✅ Complete`
`4`	`5`	`> Type: Bug Fix`
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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 036: Demo Environment E2E Tests`
	`2`	`+> Status: 🗒️ Planning`
`2`	`3`
`3`	`4`	`## Status: Planning 📋`
`4`	`5`
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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 037: Automated Demo Site Deployment`
	`2`	`+> Status: 🗒️ Planning`
`2`	`3`
`3`	`4`	`## Status: Planning 📋`
`4`	`5`
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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 038: Reconciliation Status Endpoint Parameter Mismatch Bug`
	`2`	`+> Status: In Progress`
`2`	`3`
`3`	`4`	`## Overview`
`4`	`5`
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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 039: Reconciliation label matching`
	`2`	`+> Status: 🗒️ Planning`
`2`	`3`
`3`	`4`	`## Overview`
`4`	`5`
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`@@ -1,4 +1,5 @@`
`1`	`1`	`# Feature 040: Bulk Categorize Uncategorized Transactions`
	`2`	`+> Status: 🗒️ Planning`
`2`	`3`
`3`	`4`	`## Overview`
`4`	`5`