- Add POST /api/transactions to create manual transactions (statement_id=NULL, owner_id set directly)
- Queries switch from JOIN to LEFT JOIN statements so manual transactions are visible
- COALESCE(t.owner_id, s.owner_id) throughout for owner resolution
- Add "Manual" bank filter option in getTransactions
- Search extended to include merchant_normalized override
- Split data fetched via lateral subquery on every transaction row
- getParticipantBalances rewritten as UNION for bidirectional net balances
(credits/refunds negate, split from either side of the relationship)
- getSharedTransactions: remove my_share_percent from SELECT (fixes GROUP BY error),
WHERE rewritten as two distinct cases (owner with others split vs participant on others' txn)
- getTransactions: OR EXISTS condition so split participants see shared transactions
- add-transaction-modal component for creating manual transactions with splits
- 0008_my_share_percent migration adds my_share_percent to transaction_overrides
- 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)
- 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 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