6 Commits

Author SHA1 Message Date
038539c191 Remove dedupeHash and duplicate skipping from CSV upload
Drop dedupeHash field and unique constraint from Transaction model.
Remove skipDuplicates from createMany. All rows in every upload are
now inserted unconditionally.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 21:02:54 -04:00
6f1376cc53 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>
2026-04-21 20:15:07 -04:00
da938c1fcf Fix account delete blocked by CsvUpload FK constraint
Add onDelete: Cascade to CsvUpload.accountId so deleting an account
cascades to its upload records. Also explicitly delete uploads before
the account in the API route so existing deployed DBs without the
constraint don't error.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 16:18:25 -04:00
0cf4612106 Add INVESTMENT account type with manual portfolio value recording 2026-04-21 11:32:50 -04:00
jerick
60fc836b73 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>
2026-04-20 22:56:41 -04:00
55debd082b first build commit 2026-04-19 00:44:43 -04:00