Commit Graph

3 Commits

Author SHA1 Message Date
siddharthd 9f90d8726f feat(rules): apply_split rules with run history and revert
- POST /api/rules/apply — run all enabled rules against unmatched transactions
- POST /api/rules/apply/:id — apply a single rule by id
- DELETE /api/rules/apply/:id — revert a rule run (remove applied splits)
- Rules page: show run history with revert button, apply individual rules
2026-03-14 20:06:19 +11:00
siddharthd af4c64bba7 feat(splits): save split as rule from split modal
- 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)
2026-03-11 12:40:03 +11:00
siddharthd 31cffbe1bb 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 16:56:13 +11:00