feat(infer): messages starting with "other:" are not monthly fees
When the bank message starts with "other:" (case-insensitive), inference does not look for a month, neither in the text nor from the payment date. The trimmed message is written to Purpose, so reconcile books the payment as an "other" transaction for the person instead of a monthly fee. Messages containing "other:" elsewhere are unchanged. - matching.IsOtherPurpose / is_other_purpose shared by inference and reconcile - reconcile applies the rule to rows not yet processed by inference - no person found: Purpose is still written, row shows as unmatched - implemented in Go and legacy Python; four new parity fixtures Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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@@ -3,6 +3,7 @@ package matching
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import (
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"fmt"
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"fuj-management/go/internal/domain/czech"
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"strings"
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"time"
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)
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@@ -17,12 +18,22 @@ type Transaction struct {
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}
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// InferredDetails is the result of InferTransactionDetails.
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// Months holds "YYYY-MM" keys, or exactly one "other:…" purpose when the
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// payment is not a monthly fee (see IsOtherPurpose).
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type InferredDetails struct {
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Members []Match
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Months []string
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SearchText string
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}
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// IsOtherPurpose reports whether s marks a payment that is not a monthly fee:
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// it starts with "other:" (case-insensitive, leading whitespace ignored).
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// Used for both the Purpose column and the bank message.
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// Ports legacy/scripts/match_payments.py is_other_purpose.
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func IsOtherPurpose(s string) bool {
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return strings.HasPrefix(strings.ToLower(strings.TrimSpace(s)), "other:")
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}
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// InferTransactionDetails infers which member(s) and month(s) a transaction belongs to.
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//
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// Search text for member matching: sender + message + user_id.
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@@ -30,6 +41,10 @@ type InferredDetails struct {
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// Fallback 1: if no members found, retry match on sender alone.
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// Fallback 2: if no months found, derive from tx.Date (Sheets serial or YYYY-MM-DD).
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//
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// A message that starts with "other:" is not a monthly fee: no month is
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// inferred (neither from the text nor from the date) and Months holds the
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// trimmed message as the single purpose.
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//
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// defaultYear seeds czech.ParseMonthReferences (Python defaulted to the current year;
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// callers should pass time.Now().Year() or a fixed year for deterministic tests).
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//
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@@ -38,12 +53,20 @@ func InferTransactionDetails(tx Transaction, memberNames []string, defaultYear i
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searchText := fmt.Sprintf("%s %s %s", tx.Sender, tx.Message, tx.UserID)
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members := MatchMembers(searchText, memberNames)
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months := czech.ParseMonthReferences(tx.Message+" "+tx.UserID, defaultYear)
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if len(members) == 0 {
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members = MatchMembers(tx.Sender, memberNames)
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}
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if IsOtherPurpose(tx.Message) {
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return InferredDetails{
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Members: members,
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Months: []string{strings.TrimSpace(tx.Message)},
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SearchText: searchText,
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}
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}
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months := czech.ParseMonthReferences(tx.Message+" "+tx.UserID, defaultYear)
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if len(months) == 0 && tx.Date != nil && tx.Date != "" {
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if ym := inferMonthFromDate(tx.Date); ym != "" {
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months = []string{ym}
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@@ -32,6 +32,74 @@ import (
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var inferMembers = []string{"Tomáš Němeček (Tov)", "Jana Nováková"}
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func TestIsOtherPurpose(t *testing.T) {
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t.Parallel()
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cases := map[string]bool{
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"other: tournament": true,
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"other:shirt": true,
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" Other: Tournament": true,
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"OTHER:x": true,
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"leden other: x": false,
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"other tournament": false,
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"another: x": false,
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"2026-01": false,
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"": false,
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}
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for in, want := range cases {
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if got := IsOtherPurpose(in); got != want {
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t.Errorf("IsOtherPurpose(%q) = %v, want %v", in, got, want)
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}
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}
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}
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func TestInferTransactionDetails_OtherMessage(t *testing.T) {
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t.Parallel()
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jana := []Match{{Name: "Jana Nováková", Confidence: ConfidenceAuto}}
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cases := []struct {
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name string
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tx Transaction
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wantMembers []Match
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wantMonths []string
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}{
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{
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// Month words and the date must both be ignored.
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name: "other prefix: message becomes the purpose, no month",
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tx: Transaction{Sender: "Jana Novakova", Message: " other: turnaj leden 2026 ", Date: "2026-04-15"},
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wantMembers: jana,
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wantMonths: []string{"other: turnaj leden 2026"},
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},
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{
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name: "other prefix is case-insensitive and keeps the original text",
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tx: Transaction{Sender: "Jana Novakova", Message: "Other: Dres", Date: "2026-04-15"},
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wantMembers: jana,
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wantMonths: []string{"Other: Dres"},
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},
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{
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name: "other prefix with no known member still yields the purpose",
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tx: Transaction{Sender: "Unknown Payer", Message: "other: dres", Date: "2026-04-15"},
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wantMembers: nil,
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wantMonths: []string{"other: dres"},
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},
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{
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name: "other: not at the start is handled the old way",
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tx: Transaction{Sender: "Jana Novakova", Message: "leden other: dres", Date: "2026-04-15"},
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wantMembers: jana,
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wantMonths: []string{"2026-01"},
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},
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}
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for _, tc := range cases {
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t.Run(tc.name, func(t *testing.T) {
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got := InferTransactionDetails(tc.tx, inferMembers, 2026)
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if len(got.Members) != len(tc.wantMembers) || (len(got.Members) > 0 && !reflect.DeepEqual(got.Members, tc.wantMembers)) {
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t.Errorf("Members = %v, want %v", got.Members, tc.wantMembers)
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}
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if !reflect.DeepEqual(got.Months, tc.wantMonths) {
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t.Errorf("Months = %v, want %v", got.Months, tc.wantMonths)
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}
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})
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}
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}
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func TestInferTransactionDetails(t *testing.T) {
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t.Parallel()
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