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dev

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Add tally update instructions to release notes

Existing users can update with `tally update` instead of re-running
the install script. Show this option first since it's the common case.

Co-Authored-By: Claude Opus 4.5 <[email protected]>

v0.1.321

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fix: close temp files before parsing in tests (Windows compatibility)

On Windows, files can't be deleted while still open. The tests were
using `with` context manager but trying to delete inside the block.
Now properly close files before parsing and cleanup.

Co-Authored-By: Claude Opus 4.5 <[email protected]>

v0.1.319

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Add CSV export format for tally run output

Adds --format csv option to export transactions as CSV for use with
Excel, Google Sheets, pandas, or other tools.

Features:
- Transaction-level export with denormalized data (merchant, category, subcategory)
- ISO date format (YYYY-MM-DD) for proper sorting
- Tags semicolon-separated to avoid CSV comma issues
- Extra fields (paypal_merchant, apple_order_id, etc.) as additional columns
- Supports --category filter

Fixes #30

v0.1.311

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Add tests for quotechar and tab delimiter detection

- Test embedded delimiter in quoted field (verifies quotechar works)
- Test tab-delimited CSV detection

Improves test coverage for #70 fix.

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Co-Authored-By: Claude Opus 4.5 <[email protected]>

v0.1.292

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Update help text to show positional config is deprecated

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Co-Authored-By: Claude Opus 4.5 <[email protected]>

v0.1.244

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Verified

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Accept {*} as alias for {_} in CSV format strings (#61)

* Initial plan

* Fix CSV format parser to accept {*} as alias for {_} skip column

Fixes the issue where AI-generated configurations using {*} instead of {_}
to skip columns would fail with "Invalid format at column X: '{*}'".

Co-authored-by: davidfowl <[email protected]>

* Address code review feedback: add * to RESERVED_NAMES, fix test class structure

Co-authored-by: davidfowl <[email protected]>

---------

Co-authored-by: copilot-swe-agent[bot] <[email protected]>
Co-authored-by: davidfowl <[email protected]>

v0.1.226

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Fix tag filter to match transactions, not merchants

Tag filtering was checking merchant.tags (the union of all transaction
tags) instead of txn.tags (individual transaction tags). This caused
all transactions from a merchant to appear when filtering by tag,
even if only some transactions had that tag.

Example: filtering by t:david showed all Amazon transactions instead
of only David's Amazon transactions.

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Co-Authored-By: Claude Opus 4.5 <[email protected]>

v0.1.219

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Merge pull request #49 from jamesmontemagno/seo-sweep

Complete SEO optimization for tallyai.money

v0.1.140

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Improve Windows UTF-8 encoding support

Use codecs.getwriter for more reliable Unicode output in PyInstaller builds.

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Co-Authored-By: Claude Opus 4.5 <[email protected]>

v0.1.125

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Fix macOS arm64 detection in self-update

Was always downloading amd64 binary even on Apple Silicon Macs.
Now properly detects arm64/aarch64 and downloads the correct binary.

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Co-Authored-By: Claude Opus 4.5 <[email protected]>