Participant id=1 was named "Me" in the DB, causing Sonu and other users
to see "Me" referring to Siddharth when viewing splits and shared expenses.
- Rename participant id=1 from "Me" to "Siddharth" in the DB
- /api/participants now substitutes "Me" for whichever participant matches
the current user, so the label is always relative to the viewer
- split-modal: default split uses currentUser.id instead of name === "Me"
- transactions/page: filter and display logic uses participant ID not name
- shared/page: split chips show "Me" when participant_id === current user
Also includes add-transaction-modal tags support (pre-existing staged change).
- Query bar parses >500, >=500, <500, <=500, 500-1500 into amount_min/max filters
- Parsed tokens shown as dismissable chips below the query bar
- Category, Bank, Tag, Type filters upgraded from single-select to multi-select
- MultiSelect dropdown component with checkbox list and active-state border
- Backend: TransactionFilters uses string[] for categories/bank_names/tag_ids/transaction_types
- SQL: ANY($n::text[]) / ANY($n::int[]) for array filters
- Checkbox in split modal: 'Also save as rule for <merchant>'
- Creates a rule with apply_split action storing the participant shares
- Rules engine now handles apply_split: deletes existing splits and re-applies
- Bulk split mode hides the checkbox (rule wouldn't make sense for ad-hoc bulk)
After changing a merchant name or category inline, a toast-style prompt
appears offering to save it as a rule. Shows a preview of the condition
and action before saving. Dismissable without creating a rule.
- TypeBadge is now clickable — opens inline select to change debit/credit/fee/interest/etc.
- PATCH /api/transactions/[id] now accepts transaction_type, updates transactions table directly
- Analytics monthly query includes fee and interest types as spend (not just debit)
- fee and interest amounts show red in transaction list (same as debit)
- Add fees category to taxonomy
- Statements page: replace card grid with compact table showing bank,
account, period, due date, currency, amount (due for CC / balance for
bank), transaction count, and View button
- Transactions page: wrap in Suspense, read statement_id from URL search
params on load; show a dismissible indigo banner with bank name and
billing period when filtering by statement; × Clear filter removes it
- tags table: name, color; transaction_tags junction table
- GET/POST /api/tags; DELETE /api/tags/:id
- POST/DELETE /api/transactions/:id/tags for per-transaction tagging
- Bulk tag/untag via /api/transactions/bulk (action: tag/untag)
- Tags returned inline with transaction list via LATERAL join
- Tag filter on Transactions page
- Bulk "Tag as..." in bulk action bar
- Tag pills + "+" picker on each transaction row
- /tags page: create with color picker, list with counts, delete
siddharthd