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feat: Add review and confirm for OCR #11

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Description

@archa8

Problem or Need

Currently, when a user uploads a receipt, the data extracted by the Gemini AI is used to create a transaction automatically. However, AI/OCR is not always 100% accurate. This can lead to incorrect transaction details (wrong amount, date, or merchant) being saved without the user's approval, forcing them to find and edit the transaction later.

Proposed Solution

Introduce a "Review and Confirm" step in the receipt processing workflow. After the Gemini API extracts the data, instead of creating the transaction immediately, the application should present the extracted data to the user in an editable form for their review and confirmation.

Expected Behavior

  1. The user uploads a receipt on the "Receipts" page.
  2. After the AI processing is complete, the TransactionModal opens automatically.
  3. The fields in the modal (Name, Category, Amount, Date) are pre-populated with the data extracted from the receipt.
  4. The user can review the data, make any necessary corrections, and then click "Save."
    Only after the user clicks "Save" is the new transaction created.

Benefits

  • Improved Accuracy: Gives the user full control over their data and ensures only correct information is saved.
  • Better UX: Creates a more interactive and trustworthy workflow, preventing user frustration from incorrect automatic entries.
  • Error Correction: Provides a seamless way for users to correct any mistakes made by the OCR.

Activity

  1. added
    featureSuggest a new feature for the project
    hacktoberfestIssues marked with this label are part of Hacktoberfest and open for contributions
    on Sep 27, 2025
  2. AmandeepMandal1077 commented on Sep 29, 2025

    @AmandeepMandal1077
    Contributor

    Hello, I would like to work on this issue.
    Here is my proposed plan:

    • After the Gemini API successfully extracts the receipt data, instead of immediately creating a transaction, I'll trigger the TransactionModal to open.
    • I will pass the extracted data to this modal to pre-populate the input fields (Name, Amount, Date, etc.).
    • The final transaction will only be saved to the database after the user reviews, potentially edits, and clicks "Save" in the modal.
      Please assign this to me.
  3. archa8 commented on Sep 29, 2025

    @archa8
    MemberAuthor

    Assigned to you @AmandeepMandal1077
    Good luck!

  4. moved this from up-for-grabs to assigned in OS - TASK TRACKERon Oct 2, 2025
  5. AmandeepMandal1077 commented on Oct 27, 2025

    @AmandeepMandal1077
    Contributor

    @archa8 I opened a PR #117 implementing this feature — it’s awaiting maintainers’ review/merge

  6. added a commit that references this issue on Nov 2, 2025
    d14d04e
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