Add a tags screen

Screen 8 lists every distinct tag -- the ones the index holds and the
ones rules.toml names -- with how many transactions carry it and the
rules that write it, each by file position with the transactions it
wins. It is where near-duplicate tags and tags several rules feed show
up, and a rule beaten by a more specific one reads (0) there as it does
on the rules screen. A tag no rule names any more says the next retag
clears it. The transfer label is not a tag and is never listed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

README.md

@@ -133,11 +133,12 @@ combined with `--wide`, whose columns all belong to a single transaction.
 
 ## The web app
 
-`money serve`, which is also what `money` runs with no command, puts seven
+`money serve`, which is also what `money` runs with no command, puts eight
 screens in a browser: accounts, transactions, report, rule builder, rules,
-transfer builder and transfers. It runs the same code as the CLI: amounts are formatted,
-globs matched and transfers paired on the server, and the page only shows the
-answers. It is one binary with the page built in; nothing else to deploy.
+transfer builder, transfers and tags. It runs the same code as the CLI: amounts
+are formatted, globs matched and transfers paired on the server, and the page
+only shows the answers. It is one binary with the page built in; nothing else to
+deploy.
 
 ```
 money                            # http://127.0.0.1:8080
@@ -231,7 +232,7 @@ already in a folder are never renamed, since the index records them by path.
 
 | Key | Action |
 | --- | --- |
-| `1` – `7` | accounts · transactions · report · rule builder · rules · transfer builder · transfers |
+| `1` – `8` | accounts · transactions · report · rule builder · rules · transfer builder · transfers · tags |
 | `/` | filter by description |
 | `u` | show only untagged transactions (matched transfer legs are not among them) |
 | `a` | clear the account filter |
@@ -470,6 +471,27 @@ once, both after asking. Definitions marked `⚠` are never pruned — they are
 doing something, just not finishing it, and deleting one would hide the problem
 rather than fix it. **Refresh pairing** re-reads what is currently in the index.
 
+### Tags (`8`)
+
+Every distinct tag, A→Z: the ones your transactions carry and any `rules.toml`
+names, with how many transactions carry each and the rules that write it.
+
+```
+Tags · 2 tags
+
+Tag         Txns  Rules
+clothes        0  #4 *ZARA* (0)
+groceries      2  #1 *LIDL* (0)   #2 *KAUFLAND* (1)   #3 *LIDL SOFIA* (1)
+```
+
+Rules are numbered by their position in `rules.toml`, as on the rules screen,
+and the count after each is how many transactions it wins — so a tag's rules
+add up to its transactions, and a rule at `(0)` is matching nothing or being
+beaten by a more specific one. It is the place to spot near-duplicate tags
+(`grocery` beside `groceries`) and tags that several rules feed. A tag no rule
+names any more — `rules.toml` was edited since the last retag — says so; the
+next Retag clears it. The transfer label is not a tag and never appears here.
+
 ## rules.toml
 
 **The most specific rule wins**, so `*NIKOLA*` claims what it names even with a

internal/web/server.go

@@ -78,6 +78,7 @@ func (s *Server) Handler() http.Handler {
 	mux.HandleFunc("GET /api/report", s.read(s.report))
 
 	mux.HandleFunc("GET /api/rules", s.read(s.ruleList))
+	mux.HandleFunc("GET /api/tags", s.read(s.tagList))
 	mux.HandleFunc("POST /api/rules/preview", s.read(s.rulePreview))
 	mux.HandleFunc("POST /api/rules", s.write(s.createRule))
 	mux.HandleFunc("PUT /api/rules/{pos}", s.write(s.editRule))
@@ -556,6 +557,55 @@ func (s *Server) ruleList(*http.Request) (any, error) {
 	return map[string]any{"rules": rows}, nil
 }
 
+type tagRule struct {
+	Pos     int    `json:"pos"` // file position, as the rules screen numbers it
+	Pattern string `json:"pattern"`
+	Account string `json:"account"`
+	Usage   int    `json:"usage"`
+}
+
+type tagEntry struct {
+	Tag          string    `json:"tag"`
+	Transactions int       `json:"transactions"`
+	Rules        []tagRule `json:"rules"`
+}
+
+// tagList is every distinct tag — the ones the index holds and the ones
+// rules.toml names — with how many transactions carry it and the rules that
+// write it. A tag is only ever what a rule wrote, so the transfer label is
+// never among them, and a tag no rule names any more is one a retag will
+// clear.
+func (s *Server) tagList(*http.Request) (any, error) {
+	txns, err := s.db.Transactions(store.Filter{})
+	if err != nil {
+		return nil, err
+	}
+	counts := map[string]int{}
+	for _, t := range txns {
+		if t.RuleTag != "" {
+			counts[t.RuleTag]++
+		}
+	}
+	rules := map[string][]tagRule{}
+	usage := s.engine.Usage(txns)
+	for i, r := range s.engine.Rules() {
+		rules[r.Tag] = append(rules[r.Tag], tagRule{Pos: i, Pattern: rulePattern(r), Account: r.Account, Usage: usage[i]})
+	}
+	tags, err := s.knownTags()
+	if err != nil {
+		return nil, err
+	}
+	rows := make([]tagEntry, 0, len(tags))
+	for _, tag := range tags {
+		rs := rules[tag]
+		if rs == nil {
+			rs = []tagRule{}
+		}
+		rows = append(rows, tagEntry{Tag: tag, Transactions: counts[tag], Rules: rs})
+	}
+	return map[string]any{"tags": rows}, nil
+}
+
 // rulePattern renders whichever patterns a rule sets, labelled so a type rule
 // is not mistaken for a description one.
 func rulePattern(r config.Rule) string {

internal/web/server_test.go

@@ -461,3 +461,56 @@ to_desc      = "*FROM CHECKING*"
 		t.Errorf("oldest leg = %+v", oldest)
 	}
 }
+
+// The tags screen lists each tag once, with the transactions carrying it and
+// every rule that writes it — a shadowed one at zero — and never the
+// transfer label, which no rule wrote.
+func TestTagListGroupsRulesByTag(t *testing.T) {
+	_, h := newTestServer(t, `
+[[rule]]
+match = "*LIDL*"
+tag   = "groceries"
+
+[[rule]]
+match = "*KAUFLAND*"
+tag   = "groceries"
+
+[[rule]]
+match = "*LIDL SOFIA*"
+tag   = "groceries"
+
+[[rule]]
+match = "*ZARA*"
+tag   = "clothes"
+
+[[transfer]]
+from_account = "checking"
+from_desc    = "*TO SAVINGS*"
+to_account   = "savings"
+to_desc      = "*FROM CHECKING*"
+`,
+		fixtureTxn{"checking", "2026-02-01", "LIDL SOFIA", -1000},
+		fixtureTxn{"checking", "2026-02-02", "KAUFLAND", -500},
+		fixtureTxn{"checking", "2026-02-03", "TO SAVINGS", -100},
+		fixtureTxn{"savings", "2026-02-03", "FROM CHECKING", 100},
+	)
+	var res struct{ Tags []tagEntry }
+	call(t, h, "GET", "/api/tags", nil, http.StatusOK, &res)
+	if len(res.Tags) != 2 || res.Tags[0].Tag != "clothes" || res.Tags[1].Tag != "groceries" {
+		t.Fatalf("tags = %+v, want clothes and groceries only", res.Tags)
+	}
+	clothes, groceries := res.Tags[0], res.Tags[1]
+	if clothes.Transactions != 0 || len(clothes.Rules) != 1 {
+		t.Errorf("clothes = %+v, want its rule and no transactions", clothes)
+	}
+	if groceries.Transactions != 2 || len(groceries.Rules) != 3 {
+		t.Fatalf("groceries = %+v, want 2 transactions from 3 rules", groceries)
+	}
+	usage := map[string]int{}
+	for _, r := range groceries.Rules {
+		usage[r.Pattern] = r.Usage
+	}
+	if usage["*LIDL*"] != 0 || usage["*LIDL SOFIA*"] != 1 || usage["*KAUFLAND*"] != 1 {
+		t.Errorf("usage = %v, want *LIDL* shadowed by *LIDL SOFIA*", usage)
+	}
+}

internal/web/static/app.js

@@ -12,6 +12,7 @@ const VIEWS = [
   { id: 'rules', title: 'Rules', mount: mountRules },
   { id: 'transfer', title: 'Transfer builder', mount: mountTransferBuilder },
   { id: 'transfers', title: 'Transfers', mount: mountTransfers },
+  { id: 'tags', title: 'Tags', mount: mountTags },
 ];
 
 const state = {
@@ -1049,6 +1050,42 @@ function mountTransfers(main) {
   return { refresh };
 }
 
+// --- tags -----------------------------------------------------------------
+
+// mountTags lists every distinct tag with how many transactions carry it and
+// the rules that write it, numbered by file position as on the rules screen.
+function mountTags(main) {
+  const title = h('h2');
+  const body = h('div');
+  main.append(title, body);
+
+  async function refresh() {
+    let tags;
+    try {
+      tags = (await api('GET', '/api/tags')).tags;
+    } catch (e) { setError(e); return; }
+    title.replaceChildren('Tags ', h('span', { class: 'sub' }, `· ${tags.length} tags`));
+    if (!tags.length) {
+      body.replaceChildren(h('div', { class: 'panel empty' }, 'No tags yet.\n\nA tag comes from a rule: build one on the rule builder.'));
+      return;
+    }
+    body.replaceChildren(h('div', { class: 'panel' }, h('table', {},
+      h('thead', {}, h('tr', {}, h('th', {}, 'Tag'), h('th', { class: 'num' }, 'Txns'), h('th', {}, 'Rules'))),
+      h('tbody', {}, tags.map((t) => h('tr', {},
+        h('td', { class: t.transactions ? null : 'muted' }, t.tag),
+        h('td', { class: 'num' + (t.transactions ? '' : ' muted') }, t.transactions),
+        h('td', { class: 'desc' }, t.rules.length
+          ? t.rules.map((r) => h('span', { class: 'tag-rule' + (r.usage ? '' : ' muted') },
+            h('span', { class: 'muted' }, `#${r.pos + 1} `),
+            h('span', { class: 'mono' }, r.pattern),
+            r.account ? h('span', { class: 'muted' }, ` on ${r.account}`) : null,
+            ` (${r.usage})`))
+          : h('span', { class: 'warn' }, 'no rule writes it — Retag clears it'))))))));
+  }
+  refresh();
+  return { refresh };
+}
+
 // --- keyboard -------------------------------------------------------------
 
 // Single-key shortcuts, where they do not fight the browser. A builder is a

internal/web/static/style.css

@@ -145,6 +145,8 @@ tr.total td { font-weight: 600; border-top: 1px solid var(--border); }
 tr.excluded td { color: var(--muted); }
 tr.excluded.first td { border-top: 1px dashed var(--border); }
 td.actions { text-align: right; }
+.mono { font-family: var(--mono); }
+.tag-rule { display: inline-block; margin-right: 14px; white-space: nowrap; }
 tr.legs > td { padding: 0 10px 10px 36px; background: var(--bg); }
 tr.legs:hover { background: none; }
 table.sub th { background: var(--bg); font-weight: 500; color: var(--muted); }