Commit Graph

4 Commits

Author SHA1 Message Date
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
jerick
efe42ac366 fix: show account name in upload select after selection
Base UI Select.Value renders the raw value prop (cuid) rather than
the item label. Pass the looked-up account name as children to
override it. Falls back to placeholder when no account matches.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 22:30:58 -04:00
55debd082b first build commit 2026-04-19 00:44:43 -04:00
bc271b7ce1 First build commit 2026-04-19 00:35:42 -04:00