feat: category import from CSV + budget auto-assign rules

Category:
- Add categoryColumn to NormalizerConfig and NormalizedRow
- Map 'Category' column for Discover CC profile
- Write category to Transaction on upload

Budget rules:
- Add BudgetRule model (userId, budgetId, pattern)
- API: GET/POST /api/budget-rules, DELETE /api/budget-rules/:id
- Apply rules during upload (first case-insensitive match wins)
- Budgets page fetches and passes rules per budget
- BudgetCard 'Rules' menu item opens BudgetRulesDialog for add/delete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
jerick
2026-04-20 22:56:41 -04:00
parent efe42ac366
commit 60fc836b73
10 changed files with 234 additions and 10 deletions

View File

@@ -6,29 +6,41 @@ export default async function BudgetsPage() {
const session = await auth()
if (!session?.user?.id) return null
const userId = session.user.id
const now = new Date()
const monthStart = new Date(now.getFullYear(), now.getMonth(), 1)
const monthEnd = new Date(now.getFullYear(), now.getMonth() + 1, 0, 23, 59, 59, 999)
const [budgets, spendRows] = await Promise.all([
const [budgets, spendRows, rules] = await Promise.all([
prisma.budget.findMany({
where: { userId: session.user.id },
where: { userId },
orderBy: { createdAt: 'asc' },
}),
prisma.$queryRaw<{ budgetId: string; total: bigint }[]>`
SELECT t."budgetId", COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${session.user.id}
WHERE a."userId" = ${userId}
AND t."budgetId" IS NOT NULL
AND t.type = 'DEBIT'
AND t.date >= ${monthStart}
AND t.date <= ${monthEnd}
GROUP BY t."budgetId"
`,
prisma.budgetRule.findMany({
where: { userId },
orderBy: { createdAt: 'asc' },
select: { id: true, budgetId: true, pattern: true },
}),
])
const spendMap = new Map(spendRows.map((r) => [r.budgetId, Number(r.total)]))
const rulesMap = new Map<string, { id: string; pattern: string }[]>()
for (const rule of rules) {
const existing = rulesMap.get(rule.budgetId) ?? []
existing.push({ id: rule.id, pattern: rule.pattern })
rulesMap.set(rule.budgetId, existing)
}
const budgetsWithSpend = budgets.map((b) => ({
id: b.id,
@@ -37,6 +49,7 @@ export default async function BudgetsPage() {
color: b.color,
isActive: b.isActive,
spendCents: spendMap.get(b.id) ?? 0,
rules: rulesMap.get(b.id) ?? [],
}))
return (