- 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>
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>
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>
