Huntington CSVs don't always include Split and Tags headers, causing
detection to fail and fall back to the manual mapper with wrong defaults.
Detect on Date, Description, Amount which are always present.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Huntington and Fidelity CSVs use positive for deposits (CREDIT) and
negative for withdrawals (DEBIT). The previous change to false was wrong.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Huntington and Fidelity CSVs use positive amounts for withdrawals/
purchases and negative for deposits/credits. Change invertAmountSign
to false so the normalizer correctly maps them.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
push() depended on searchParams, causing the search debounce effect to
re-fire on every page change and delete the page param. Store searchParams
in a ref so push() is stable and only the search value triggers it.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
Automatically restarts both containers on crash or server reboot,
unless manually stopped with docker compose down.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Pass budget name as explicit children to SelectValue so the selected
label renders correctly. Also handle TRANSFER type display in the header.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
Discover CC exports charges as negative amounts and payments/refunds
as positive. invertAmountSign: true maps negative -> DEBIT (charge)
and positive -> CREDIT (payment/refund), which is correct.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Budget formula correctly adds DEBIT (CC charges stored from positive CSV
values) and subtracts CREDIT (refunds from negative CSV values).
Remove the fix-cc-types endpoint which was flipping CC transaction types
and causing charges to appear as CREDIT.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Budget formula now sums DEBIT transactions only, matching the intended
"current-month DEBIT total" behavior. Previously, CREDIT transactions
(CC payments) assigned to a budget would subtract and push totals negative.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Bulk delete now recomputes currentBalanceCents and BalanceSnapshot
records for every affected account+month after deletion
- Add POST /api/admin/recalculate-balances to fix currently stale
accounts (zeros out balances and removes orphaned snapshots)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After deleting transactions, recalculate currentBalanceCents for each
affected account so the account card and net worth dashboard stay accurate.
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>
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>
Prisma 7 no longer reads the seed command from package.json.
It must be set in prisma.config.ts under migrations.seed.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Unauthenticated requests to /login were hitting the auth gate and
redirecting back to /login?callbackUrl=/login, causing a loop.
Let the login page render for unauthenticated users; only redirect
away from /login when the user is already logged in.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
req.url resolves to the internal hostname in Docker standalone mode.
Read the Host header directly so redirects and CSRF origin checks use
whatever host the browser actually used (IP, hostname, or domain).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
req.nextUrl.origin resolves to localhost inside the container.
Using req.url preserves the Host header the browser sent, so
redirects work when accessing via IP or any external hostname.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
127.0.0.1:3000 only accepted connections from localhost.
DB port intentionally stays on 127.0.0.1.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
NextAuth's Credentials provider pulls in Prisma -> pg -> Node.js crypto,
which crashes in the Edge runtime. Extract an auth.config.ts with only
JWT/session callbacks (no DB, no bcrypt) and use NextAuth(authConfig) in
middleware. auth.ts spreads the config and adds the Credentials provider.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The production runner image has no node_modules, so prisma CLI and tsx
are unavailable. Add a Compose 'setup' profile service that uses the
builder stage (which has all dev tools) to run db push and db seed.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
