feat(rules): show what an apply run changed, and which rule ran
ci / lint-test (push) Successful in 38s
ci / lint-test (push) Successful in 38s
Apply History listed only counts - '13 matches · 13 transactions' - which reads identically whether the run renamed a merchant or split every transaction with another participant. Revert is destructive, so that is not enough to decide on. Two additions. Migration 0017 records rule_id, rule_name and source on each run: rule_name is denormalised so history stays readable after a rule is edited or deleted, and there is no FK so deleting a rule cannot cascade away the audit trail. Both write paths now populate it - the condition-matched run and the selection-based quick action. And rows expand to show the run's snapshot set against current values: which transactions were touched and what changed on each. Rows changed by something else since the run are called out, because reverting restores the pre-run value and would discard that later edit. Runs recorded before this show 'Unknown rule' - the rule they came from is not recoverable.
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import { NextRequest, NextResponse } from "next/server";
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import { getCurrentUser } from "@/lib/auth";
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import { queryRaw } from "@/lib/db";
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/**
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* What a rule run actually did — the before-state from its snapshot set against
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* the values now.
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*
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* The run list only had counts, which is not enough to decide whether to revert:
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* "13 matches · 13 transactions" reads the same whether it renamed a merchant or
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* split your history with someone. Reverting is destructive, so the detail has
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* to be visible before the button is pressed.
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*/
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interface SnapshotEntry {
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transaction_id: number;
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had_override: boolean;
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prev_category_override: string | null;
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prev_merchant_normalized: string | null;
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prev_tag_ids: number[];
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prev_splits: { participant_id: number; share_percent: number; settled: boolean }[];
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}
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export async function GET(
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req: NextRequest,
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{ params }: { params: Promise<{ id: string }> }
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) {
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const user = await getCurrentUser(req);
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if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
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const { id } = await params;
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const runs = await queryRaw<{
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id: number; applied_at: string; reverted_at: string | null;
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split_from: string | null; matched: number; transactions_affected: number;
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rule_id: number | null; rule_name: string | null; source: string | null;
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snapshot: unknown;
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}>(
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`SELECT id, applied_at, reverted_at, split_from, matched, transactions_affected,
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rule_id, rule_name, source, snapshot
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FROM rule_apply_runs WHERE id = $1 AND owner_id = $2`,
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[Number(id), user.id]
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);
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if (!runs.length) return NextResponse.json({ error: "Run not found" }, { status: 404 });
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const run = runs[0];
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const snapshot = (typeof run.snapshot === "string"
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? JSON.parse(run.snapshot) : run.snapshot) as SnapshotEntry[];
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const byId = new Map(snapshot.map((s) => [s.transaction_id, s]));
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const ids = snapshot.map((s) => s.transaction_id);
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if (ids.length === 0) {
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return NextResponse.json({ run: { ...run, snapshot: undefined }, transactions: [] });
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}
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const current = await queryRaw<{
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id: number; transaction_date: string; description: string;
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amount: number; amount_aud: number | null; bank_name: string;
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category: string | null; category_override: string | null;
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merchant_normalized: string | null; merchant_override: string | null;
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merchant_name: string | null;
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tag_ids: number[]; splits: { participant_id: number; share_percent: number }[];
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}>(
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`SELECT t.id, t.transaction_date::text, t.description, t.amount, t.amount_aud,
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COALESCE(s.bank_name, 'Manual') as bank_name,
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t.category, o.category_override,
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t.merchant_normalized, o.merchant_normalized as merchant_override, t.merchant_name,
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COALESCE((SELECT json_agg(tt.tag_id) FROM transaction_tags tt WHERE tt.transaction_id = t.id), '[]'::json) as tag_ids,
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COALESCE((SELECT json_agg(json_build_object('participant_id', ts.participant_id, 'share_percent', ts.share_percent))
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FROM transaction_splits ts WHERE ts.transaction_id = t.id), '[]'::json) as splits
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FROM transactions t
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LEFT JOIN statements s ON s.id = t.statement_id
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LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
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WHERE t.id = ANY($1::int[])
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ORDER BY t.transaction_date DESC`,
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[ids]
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);
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const parse = <T,>(v: unknown, fallback: T): T =>
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(typeof v === "string" ? JSON.parse(v) : v) ?? fallback;
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const transactions = current.map((t) => {
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const prev = byId.get(t.id);
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const nowTags: number[] = parse(t.tag_ids, []);
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const nowSplits = parse<{ participant_id: number; share_percent: number }[]>(t.splits, []);
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const prevTags = prev?.prev_tag_ids ?? [];
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const prevSplits = prev?.prev_splits ?? [];
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const nowCategory = t.category_override ?? t.category;
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const prevCategory = prev?.prev_category_override ?? t.category;
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const nowMerchant = t.merchant_override ?? t.merchant_normalized ?? t.merchant_name;
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const prevMerchant = prev?.prev_merchant_normalized ?? t.merchant_normalized ?? t.merchant_name;
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const changes: { field: string; from: string | null; to: string | null }[] = [];
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if (nowCategory !== prevCategory) {
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changes.push({ field: "category", from: prevCategory, to: nowCategory });
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}
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if (nowMerchant !== prevMerchant) {
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changes.push({ field: "merchant", from: prevMerchant, to: nowMerchant });
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}
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const addedTags = nowTags.filter((x) => !prevTags.includes(x));
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if (addedTags.length) {
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changes.push({ field: "tags", from: null, to: addedTags.join(",") });
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}
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const fmtSplits = (arr: { participant_id: number; share_percent: number }[]) =>
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arr.length ? arr.map((s) => `${s.participant_id}:${Number(s.share_percent)}%`).sort().join(" ") : null;
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if (fmtSplits(nowSplits) !== fmtSplits(prevSplits)) {
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changes.push({ field: "split", from: fmtSplits(prevSplits), to: fmtSplits(nowSplits) });
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}
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return {
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id: t.id,
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transaction_date: t.transaction_date,
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description: t.description,
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amount: t.amount,
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amount_aud: t.amount_aud,
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bank_name: t.bank_name,
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merchant: nowMerchant,
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changes,
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};
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});
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return NextResponse.json({
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run: {
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id: run.id, applied_at: run.applied_at, reverted_at: run.reverted_at,
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split_from: run.split_from, matched: run.matched,
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transactions_affected: run.transactions_affected,
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rule_id: run.rule_id, rule_name: run.rule_name, source: run.source,
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},
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// A reverted run still lists its transactions, but they will show no changes
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// because the values are back where they started.
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transactions,
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still_changed: transactions.filter((t) => t.changes.length > 0).length,
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});
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}
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