Add TRANSFER transaction type with bulk action and auto-rules

- Add TRANSFER to TransactionType enum; excluded from cash flow queries
- Add TransferRule model: description patterns that auto-mark transactions
  as transfers on upload (takes priority over budget rules)
- Bulk action "Mark as transfer" in transaction table
- Transfer Rules button/dialog on transactions page for managing patterns
- Transfers shown with ⇄ prefix and muted color in transaction list

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-04-21 20:15:07 -04:00
parent 34bf24b35d
commit 6f1376cc53
11 changed files with 267 additions and 19 deletions

View File

@@ -32,6 +32,7 @@ export default async function DashboardPage({ searchParams }: { searchParams: Se
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND a.type = 'BANK'
AND t.type != 'TRANSFER'
AND t.date >= ${start}
AND t.date <= ${end}
GROUP BY t.type