A rule flagged manual_only never runs in the apply-all pass; instead it shows
as a button in the transactions bulk bar and applies its actions to the current
selection (conditions ignored — the selection is the condition). Recorded as a
rule_apply_run, so it reverts from Rules -> Apply History like any other run.
Motivation: tagging Home + splitting 50/50 with Sonu was two bulk actions every
time. Now it is one click, and any other combo can be defined the same way.
Extracts the action-application and snapshot logic from the apply route into
src/lib/rule-actions.ts so both callers share one implementation — splits upsert
rather than delete+reinsert, so settled flags survive.
Adds trips table usage across API and UI: trip CRUD, per-trip analytics
(category/daily/merchant/tag/participant breakdowns), tag-to-trip
conversion, trip assignment via transaction overrides, and trip filter
in the transactions view. Recovered from working tree after local git
corruption; feature was already live via host-context Docker builds.
Add missing models: statements, transactions, expense_metadata, rule_apply_runs.
Fixes pre-existing type errors on split_payments and my_share_percent which
were caused by a stale generated client (regenerate with npx prisma generate).
- New split_payments table records actual payments between participants
- Balance = total split obligations - total payments (splits never marked settled)
- Record Payment modal per participant: direction toggle, amount pre-filled with balance, date, notes
- Payment history inline on each balance card with +/- display and delete
- Per-transaction Settle button removed; Action column removed from shared table
- Splits always show the true cost breakdown regardless of payment state
- 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
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