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