Commit Graph

9 Commits

Author SHA1 Message Date
1a984d1eac Fix budget sign logic: CC CREDIT=spend, CC DEBIT=refund (type-flip aware) 2026-04-21 10:46:05 -04:00
c2b9184f2c Changed budget allocation 2026-04-21 10:43:00 -04:00
8c0e4ad684 budget pulls all Cc transactions instead of just credits 2026-04-21 10:37:33 -04:00
2a63b9120e Budget query needs to look for credit for CCs 2026-04-21 10:25:49 -04:00
7ccd64a7bb CC account value consistency 2026-04-21 08:25:16 -04:00
d67a80b413 account specific budget queries 2026-04-20 23:44:06 -04:00
91a33cdfec Month Year selection for Dashboard 2026-04-20 23:31:59 -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