feat: add auto-categorize button and fix keyword word-boundary matching

Replace substring matching (.includes) with \b word-boundary regex so
keywords like "Pay" no longer match "Payment". Add an auto-categorize
button on the transactions page that re-runs keyword matching on
uncategorized transactions and displays the result count.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

src/hooks/useTransactions.ts

@@ -13,6 +13,7 @@ import {
   updateTransactionNotes,
   getAllCategories,
   getAllImportSources,
+  autoCategorizeTransactions,
 } from "../services/transactionService";
 
 interface TransactionsState {
@@ -28,6 +29,7 @@ interface TransactionsState {
   categories: Category[];
   sources: ImportSource[];
   isLoading: boolean;
+  isAutoCategorizing: boolean;
   error: string | null;
 }
 
@@ -41,7 +43,8 @@ type TransactionsAction =
   | { type: "SET_CATEGORIES"; payload: Category[] }
   | { type: "SET_SOURCES"; payload: ImportSource[] }
   | { type: "UPDATE_ROW_CATEGORY"; payload: { txId: number; categoryId: number | null; categoryName: string | null; categoryColor: string | null } }
-  | { type: "UPDATE_ROW_NOTES"; payload: { txId: number; notes: string } };
+  | { type: "UPDATE_ROW_NOTES"; payload: { txId: number; notes: string } }
+  | { type: "SET_AUTO_CATEGORIZING"; payload: boolean };
 
 const initialFilters: TransactionFilters = {
   search: "",
@@ -65,6 +68,7 @@ const initialState: TransactionsState = {
   categories: [],
   sources: [],
   isLoading: false,
+  isAutoCategorizing: false,
   error: null,
 };
 
@@ -120,6 +124,8 @@ function reducer(state: TransactionsState, action: TransactionsAction): Transact
           r.id === action.payload.txId ? { ...r, notes: action.payload.notes } : r
         ),
       };
+    case "SET_AUTO_CATEGORIZING":
+      return { ...state, isAutoCategorizing: action.payload };
     default:
       return state;
   }
@@ -268,6 +274,25 @@ export function useTransactions() {
     [state.sort, state.page, state.pageSize, fetchData]
   );
 
+  const autoCategorize = useCallback(async () => {
+    dispatch({ type: "SET_AUTO_CATEGORIZING", payload: true });
+    try {
+      const count = await autoCategorizeTransactions();
+      if (count > 0) {
+        fetchData(debouncedFiltersRef.current, state.sort, state.page, state.pageSize);
+      }
+      return count;
+    } catch (e) {
+      dispatch({
+        type: "SET_ERROR",
+        payload: e instanceof Error ? e.message : String(e),
+      });
+      return 0;
+    } finally {
+      dispatch({ type: "SET_AUTO_CATEGORIZING", payload: false });
+    }
+  }, [state.sort, state.page, state.pageSize, fetchData]);
+
   return {
     state,
     setFilter,
@@ -275,5 +300,6 @@ export function useTransactions() {
     setPage,
     updateCategory,
     saveNotes,
+    autoCategorize,
   };
 }

src/i18n/locales/en.json

@@ -165,7 +165,10 @@
     },
     "notes": {
       "placeholder": "Add a note..."
-    }
+    },
+    "autoCategorize": "Auto-categorize",
+    "autoCategorizeResult": "{{count}} transaction(s) categorized",
+    "autoCategorizeNone": "No new matches found"
   },
   "categories": {
     "title": "Categories",

src/i18n/locales/fr.json

@@ -165,7 +165,10 @@
     },
     "notes": {
       "placeholder": "Ajouter une note..."
-    }
+    },
+    "autoCategorize": "Auto-catégoriser",
+    "autoCategorizeResult": "{{count}} transaction(s) catégorisée(s)",
+    "autoCategorizeNone": "Aucune correspondance trouvée"
   },
   "categories": {
     "title": "Catégories",

src/pages/TransactionsPage.tsx

@@ -1,4 +1,6 @@
+import { useState } from "react";
 import { useTranslation } from "react-i18next";
+import { Wand2 } from "lucide-react";
 import { useTransactions } from "../hooks/useTransactions";
 import TransactionFilterBar from "../components/transactions/TransactionFilterBar";
 import TransactionSummaryBar from "../components/transactions/TransactionSummaryBar";
@@ -7,12 +9,41 @@ import TransactionPagination from "../components/transactions/TransactionPaginat
 
 export default function TransactionsPage() {
   const { t } = useTranslation();
-  const { state, setFilter, setSort, setPage, updateCategory, saveNotes } =
+  const { state, setFilter, setSort, setPage, updateCategory, saveNotes, autoCategorize } =
     useTransactions();
+  const [resultMessage, setResultMessage] = useState<string | null>(null);
+
+  const handleAutoCategorize = async () => {
+    setResultMessage(null);
+    const count = await autoCategorize();
+    if (count > 0) {
+      setResultMessage(t("transactions.autoCategorizeResult", { count }));
+    } else {
+      setResultMessage(t("transactions.autoCategorizeNone"));
+    }
+    setTimeout(() => setResultMessage(null), 4000);
+  };
 
   return (
     <div>
-      <h1 className="text-2xl font-bold mb-6">{t("transactions.title")}</h1>
+      <div className="flex items-center gap-3 mb-6">
+        <h1 className="text-2xl font-bold">{t("transactions.title")}</h1>
+        <button
+          onClick={handleAutoCategorize}
+          disabled={state.isAutoCategorizing}
+          className="flex items-center gap-1.5 px-3 py-1.5 text-sm rounded-lg bg-[var(--primary)] text-white hover:opacity-90 disabled:opacity-50 transition-opacity"
+        >
+          <Wand2 size={16} />
+          {state.isAutoCategorizing
+            ? t("common.loading")
+            : t("transactions.autoCategorize")}
+        </button>
+        {resultMessage && (
+          <span className="text-sm text-[var(--muted-foreground)]">
+            {resultMessage}
+          </span>
+        )}
+      </div>
 
       <TransactionFilterBar
         filters={state.filters}

src/services/categorizationService.ts

@@ -37,7 +37,8 @@ export async function categorizeDescription(
 
   for (const kw of keywords) {
     const normalizedKeyword = normalizeDescription(kw.keyword);
-    if (normalized.includes(normalizedKeyword)) {
+    const escaped = normalizedKeyword.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+    if (new RegExp(`\\b${escaped}\\b`).test(normalized)) {
       return {
         category_id: kw.category_id,
         supplier_id: kw.supplier_id ?? null,
@@ -64,7 +65,8 @@ export async function categorizeBatch(
     const normalized = normalizeDescription(desc);
     for (const kw of keywords) {
       const normalizedKeyword = normalizeDescription(kw.keyword);
-      if (normalized.includes(normalizedKeyword)) {
+      const escaped = normalizedKeyword.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+      if (new RegExp(`\\b${escaped}\\b`).test(normalized)) {
         return {
           category_id: kw.category_id,
           supplier_id: kw.supplier_id ?? null,

src/services/transactionService.ts

@@ -1,4 +1,5 @@
 import { getDb } from "./db";
+import { categorizeBatch } from "./categorizationService";
 import type {
   Transaction,
   TransactionRow,
@@ -233,3 +234,28 @@ export async function getAllImportSources(): Promise<ImportSource[]> {
     `SELECT * FROM import_sources ORDER BY name`
   );
 }
+
+export async function autoCategorizeTransactions(): Promise<number> {
+  const db = await getDb();
+  const uncategorized = await db.select<Array<{ id: number; description: string }>>(
+    `SELECT id, description FROM transactions WHERE category_id IS NULL AND is_manually_categorized = 0`
+  );
+
+  if (uncategorized.length === 0) return 0;
+
+  const results = await categorizeBatch(uncategorized.map((tx) => tx.description));
+
+  let count = 0;
+  for (let i = 0; i < uncategorized.length; i++) {
+    const result = results[i];
+    if (result.category_id !== null) {
+      await db.execute(
+        `UPDATE transactions SET category_id = $1, supplier_id = $2, updated_at = CURRENT_TIMESTAMP WHERE id = $3`,
+        [result.category_id, result.supplier_id, uncategorized[i].id]
+      );
+      count++;
+    }
+  }
+
+  return count;
+}