feat(finance): Phase 5 — Rules Engine

Add rules engine with CRUD API, condition/action evaluation, and apply-all endpoint. UI: rule builder form with field/operator/value conditions, tag multi-select, apply button with result stats.
2026-03-08 16:48:35 +11:00
parent 93450f7caa
commit 31cffbe1bb
9 changed files with 653 additions and 8 deletions
@@ -0,0 +1,44 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getCurrentUser } from "@/lib/auth";
+import { queryRaw, prisma } from "@/lib/db";
+
+export async function PATCH(req: NextRequest, { params }: { params: Promise<{ id: string }> }) {
+  const user = await getCurrentUser(req);
+  if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
+
+  const { id } = await params;
+  const body = await req.json();
+
+  const existing = await queryRaw<{ id: number }>(
+    `SELECT id FROM rules WHERE id = $1 AND owner_id = $2`,
+    [Number(id), user.id]
+  );
+  if (!existing.length) return NextResponse.json({ error: "Not found" }, { status: 404 });
+
+  const updated = await prisma.rules.update({
+    where: { id: Number(id) },
+    data: {
+      ...(body.name !== undefined && { name: body.name }),
+      ...(body.conditions !== undefined && { conditions: body.conditions }),
+      ...(body.actions !== undefined && { actions: body.actions }),
+      ...(body.enabled !== undefined && { enabled: body.enabled }),
+      ...(body.priority !== undefined && { priority: body.priority }),
+    },
+  });
+  return NextResponse.json(updated);
+}
+
+export async function DELETE(req: NextRequest, { params }: { params: Promise<{ id: string }> }) {
+  const user = await getCurrentUser(req);
+  if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
+
+  const { id } = await params;
+  const existing = await queryRaw<{ id: number }>(
+    `SELECT id FROM rules WHERE id = $1 AND owner_id = $2`,
+    [Number(id), user.id]
+  );
+  if (!existing.length) return NextResponse.json({ error: "Not found" }, { status: 404 });
+
+  await prisma.rules.delete({ where: { id: Number(id) } });
+  return NextResponse.json({ ok: true });
+}
@@ -0,0 +1,115 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getCurrentUser } from "@/lib/auth";
+import { queryRaw } from "@/lib/db";
+import { getTransactions } from "@/lib/queries";
+
+interface Condition {
+  field: "merchant_normalized" | "description" | "category" | "bank_name" | "amount";
+  operator: "contains" | "equals" | "starts_with" | "gt" | "lt" | "not_equals";
+  value: string;
+}
+
+interface Actions {
+  set_category?: string;
+  add_tag_ids?: number[];
+  set_merchant?: string;
+}
+
+interface TxFields {
+  effective_category: string;
+  effective_merchant: string;
+  description: string;
+  bank_name: string;
+  amount: number;
+}
+
+function evaluateCondition(cond: Condition, tx: TxFields): boolean {
+  if (cond.field === "amount") {
+    const numVal = Number(tx.amount);
+    const numCond = Number(cond.value);
+    switch (cond.operator) {
+      case "equals": return numVal === numCond;
+      case "not_equals": return numVal !== numCond;
+      case "gt": return numVal > numCond;
+      case "lt": return numVal < numCond;
+      default: return false;
+    }
+  }
+
+  let fieldVal: string;
+  switch (cond.field) {
+    case "merchant_normalized": fieldVal = tx.effective_merchant || ""; break;
+    case "description": fieldVal = tx.description || ""; break;
+    case "category": fieldVal = tx.effective_category || ""; break;
+    case "bank_name": fieldVal = tx.bank_name || ""; break;
+    default: return false;
+  }
+
+  const strVal = fieldVal.toLowerCase();
+  const strCond = cond.value.toLowerCase();
+  switch (cond.operator) {
+    case "contains": return strVal.includes(strCond);
+    case "equals": return strVal === strCond;
+    case "starts_with": return strVal.startsWith(strCond);
+    case "not_equals": return strVal !== strCond;
+    default: return false;
+  }
+}
+
+export async function POST(req: NextRequest) {
+  const user = await getCurrentUser(req);
+  if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
+
+  const rules = await queryRaw<{ id: number; conditions: unknown; actions: unknown }>(
+    `SELECT id, conditions, actions FROM rules WHERE owner_id = $1 AND enabled = true ORDER BY priority DESC`,
+    [user.id]
+  );
+
+  if (!rules.length) return NextResponse.json({ matched: 0, transactions_affected: 0 });
+
+  const { data: transactions } = await getTransactions(user.id, { limit: 100000, offset: 0 });
+
+  let matched = 0;
+  const affectedIds = new Set<number>();
+
+  for (const rule of rules) {
+    const conditions = (typeof rule.conditions === "string"
+      ? JSON.parse(rule.conditions)
+      : rule.conditions) as Condition[];
+    const actions = (typeof rule.actions === "string"
+      ? JSON.parse(rule.actions)
+      : rule.actions) as Actions;
+
+    for (const tx of transactions) {
+      const allMatch =
+        conditions.length === 0 || conditions.every((c) => evaluateCondition(c, tx));
+      if (!allMatch) continue;
+
+      matched++;
+      affectedIds.add(tx.id);
+
+      if (actions.set_category || actions.set_merchant) {
+        await queryRaw(
+          `INSERT INTO transaction_overrides (transaction_id, category_override, merchant_normalized)
+           VALUES ($1, $2, $3)
+           ON CONFLICT (transaction_id) DO UPDATE SET
+             category_override = COALESCE($2, transaction_overrides.category_override),
+             merchant_normalized = COALESCE($3, transaction_overrides.merchant_normalized),
+             updated_at = NOW()`,
+          [tx.id, actions.set_category || null, actions.set_merchant || null]
+        );
+      }
+
+      if (actions.add_tag_ids?.length) {
+        for (const tagId of actions.add_tag_ids) {
+          await queryRaw(
+            `INSERT INTO transaction_tags (transaction_id, tag_id) VALUES ($1, $2) ON CONFLICT DO NOTHING`,
+            [tx.id, tagId]
+          );
+        }
+      }
+    }
+  }
+
+  return NextResponse.json({ matched, transactions_affected: affectedIds.size });
+}
@@ -0,0 +1,43 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getCurrentUser } from "@/lib/auth";
+import { queryRaw, prisma } from "@/lib/db";
+
+export async function GET(req: NextRequest) {
+  const user = await getCurrentUser(req);
+  if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
+
+  const rows = await queryRaw<{
+    id: number;
+    name: string;
+    conditions: unknown;
+    actions: unknown;
+    enabled: boolean;
+    priority: number;
+    created_at: string;
+  }>(
+    `SELECT id, name, conditions, actions, enabled, priority, created_at
+     FROM rules WHERE owner_id = $1 ORDER BY priority DESC, id ASC`,
+    [user.id]
+  );
+  return NextResponse.json(rows);
+}
+
+export async function POST(req: NextRequest) {
+  const user = await getCurrentUser(req);
+  if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
+
+  const { name, conditions, actions, enabled = true, priority = 0 } = await req.json();
+  if (!name) return NextResponse.json({ error: "name required" }, { status: 400 });
+
+  const rule = await prisma.rules.create({
+    data: {
+      owner_id: user.id,
+      name,
+      conditions: conditions ?? [],
+      actions: actions ?? {},
+      enabled,
+      priority,
+    },
+  });
+  return NextResponse.json(rule, { status: 201 });
+}