- Merchant totals now show net spend (gross debits minus refunds)
- Refund count and amount shown in profile drawer and table
- Scatter plot Y-axis uses net_spend, X-axis uses debit_count
- Per-merchant transaction history includes refunds (shown as negative)
- Monthly trend chart reflects net spend per month
- 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
- Add owner <select> dropdown per row using useUpdateStatement + useParticipants
- Detect CC by statement_type.includes('card') instead of credit_limit/payment_due_date
(Wise multi-currency account had payment_due_date set but is not a CC)
- Amount: remove 'due'/'balance' label; color green for positive bank balances, red for CC/overdraft
- Add statement_type to StatementRow type
- 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
- Replace grouped cashflow BarChart with ComposedChart: expense categories
as colour-coded stacked bars + amber savings-rate % line on right Y-axis
- Add category colour legend below chart (matches stacked bars)
- Horizontal category bar chart now uses per-category colours
- Breakdown table: click any category row to expand/collapse individual
transactions; each transaction has an inline category dropdown that
calls PATCH /api/transactions/:id → transaction_overrides, then
invalidates analytics query so totals update immediately
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.
- 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