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925ed114a6
| Author | SHA1 | Date | |
|---|---|---|---|
 siddharthd
|
925ed114a6 |
@@ -0,0 +1,12 @@
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CREATE TABLE IF NOT EXISTS rules (
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id SERIAL PRIMARY KEY,
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owner_id INTEGER NOT NULL REFERENCES participants(id),
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name TEXT NOT NULL,
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conditions JSONB NOT NULL DEFAULT '[]',
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actions JSONB NOT NULL DEFAULT '{}',
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enabled BOOLEAN NOT NULL DEFAULT true,
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priority INTEGER NOT NULL DEFAULT 0,
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created_at TIMESTAMPTZ DEFAULT NOW(),
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updated_at TIMESTAMPTZ DEFAULT NOW()
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);
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CREATE INDEX IF NOT EXISTS idx_rules_owner ON rules(owner_id);
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@@ -65,3 +65,27 @@ model transaction_tags {
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@@id([transaction_id, tag_id])
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}
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model rules {
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id Int @id @default(autoincrement())
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owner_id Int
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name String
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conditions Json @default("[]")
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actions Json @default("{}")
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enabled Boolean @default(true)
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priority Int @default(0)
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created_at DateTime @default(now())
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updated_at DateTime @default(now()) @updatedAt
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}
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model budgets {
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id Int @id @default(autoincrement())
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owner_id Int
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category String
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month DateTime @db.Date
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amount_limit Decimal @db.Decimal(10, 2)
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created_at DateTime @default(now())
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updated_at DateTime @default(now()) @updatedAt
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@@unique([owner_id, category, month])
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}
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@@ -0,0 +1,44 @@
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import { NextRequest, NextResponse } from "next/server";
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import { getCurrentUser } from "@/lib/auth";
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import { queryRaw, prisma } from "@/lib/db";
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export async function PATCH(req: NextRequest, { params }: { params: Promise<{ id: string }> }) {
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const user = await getCurrentUser(req);
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if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
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const { id } = await params;
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const body = await req.json();
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const existing = await queryRaw<{ id: number }>(
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`SELECT id FROM rules WHERE id = $1 AND owner_id = $2`,
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[Number(id), user.id]
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);
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if (!existing.length) return NextResponse.json({ error: "Not found" }, { status: 404 });
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const updated = await prisma.rules.update({
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where: { id: Number(id) },
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data: {
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...(body.name !== undefined && { name: body.name }),
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...(body.conditions !== undefined && { conditions: body.conditions }),
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...(body.actions !== undefined && { actions: body.actions }),
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...(body.enabled !== undefined && { enabled: body.enabled }),
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...(body.priority !== undefined && { priority: body.priority }),
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},
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});
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return NextResponse.json(updated);
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}
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export async function DELETE(req: NextRequest, { params }: { params: Promise<{ id: string }> }) {
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const user = await getCurrentUser(req);
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if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
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const { id } = await params;
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const existing = await queryRaw<{ id: number }>(
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`SELECT id FROM rules WHERE id = $1 AND owner_id = $2`,
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[Number(id), user.id]
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);
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if (!existing.length) return NextResponse.json({ error: "Not found" }, { status: 404 });
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await prisma.rules.delete({ where: { id: Number(id) } });
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return NextResponse.json({ ok: true });
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}
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@@ -0,0 +1,115 @@
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import { NextRequest, NextResponse } from "next/server";
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import { getCurrentUser } from "@/lib/auth";
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import { queryRaw } from "@/lib/db";
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import { getTransactions } from "@/lib/queries";
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interface Condition {
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field: "merchant_normalized" | "description" | "category" | "bank_name" | "amount";
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operator: "contains" | "equals" | "starts_with" | "gt" | "lt" | "not_equals";
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value: string;
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}
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interface Actions {
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set_category?: string;
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add_tag_ids?: number[];
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set_merchant?: string;
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}
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interface TxFields {
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effective_category: string;
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effective_merchant: string;
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description: string;
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bank_name: string;
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amount: number;
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}
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function evaluateCondition(cond: Condition, tx: TxFields): boolean {
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if (cond.field === "amount") {
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const numVal = Number(tx.amount);
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const numCond = Number(cond.value);
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switch (cond.operator) {
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case "equals": return numVal === numCond;
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case "not_equals": return numVal !== numCond;
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case "gt": return numVal > numCond;
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case "lt": return numVal < numCond;
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default: return false;
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}
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}
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let fieldVal: string;
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switch (cond.field) {
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case "merchant_normalized": fieldVal = tx.effective_merchant || ""; break;
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case "description": fieldVal = tx.description || ""; break;
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case "category": fieldVal = tx.effective_category || ""; break;
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case "bank_name": fieldVal = tx.bank_name || ""; break;
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default: return false;
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}
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const strVal = fieldVal.toLowerCase();
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const strCond = cond.value.toLowerCase();
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switch (cond.operator) {
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case "contains": return strVal.includes(strCond);
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case "equals": return strVal === strCond;
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case "starts_with": return strVal.startsWith(strCond);
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case "not_equals": return strVal !== strCond;
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default: return false;
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}
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}
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export async function POST(req: NextRequest) {
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const user = await getCurrentUser(req);
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if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
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const rules = await queryRaw<{ id: number; conditions: unknown; actions: unknown }>(
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`SELECT id, conditions, actions FROM rules WHERE owner_id = $1 AND enabled = true ORDER BY priority DESC`,
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[user.id]
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);
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if (!rules.length) return NextResponse.json({ matched: 0, transactions_affected: 0 });
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const { data: transactions } = await getTransactions(user.id, { limit: 100000, offset: 0 });
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let matched = 0;
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const affectedIds = new Set<number>();
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for (const rule of rules) {
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const conditions = (typeof rule.conditions === "string"
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? JSON.parse(rule.conditions)
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: rule.conditions) as Condition[];
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const actions = (typeof rule.actions === "string"
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? JSON.parse(rule.actions)
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: rule.actions) as Actions;
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for (const tx of transactions) {
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const allMatch =
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conditions.length === 0 || conditions.every((c) => evaluateCondition(c, tx));
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if (!allMatch) continue;
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matched++;
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affectedIds.add(tx.id);
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if (actions.set_category || actions.set_merchant) {
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await queryRaw(
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`INSERT INTO transaction_overrides (transaction_id, category_override, merchant_normalized)
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VALUES ($1, $2, $3)
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ON CONFLICT (transaction_id) DO UPDATE SET
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category_override = COALESCE($2, transaction_overrides.category_override),
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merchant_normalized = COALESCE($3, transaction_overrides.merchant_normalized),
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updated_at = NOW()`,
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[tx.id, actions.set_category || null, actions.set_merchant || null]
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);
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}
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if (actions.add_tag_ids?.length) {
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for (const tagId of actions.add_tag_ids) {
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await queryRaw(
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`INSERT INTO transaction_tags (transaction_id, tag_id) VALUES ($1, $2) ON CONFLICT DO NOTHING`,
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[tx.id, tagId]
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);
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}
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}
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}
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}
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return NextResponse.json({ matched, transactions_affected: affectedIds.size });
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}
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@@ -0,0 +1,43 @@
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import { NextRequest, NextResponse } from "next/server";
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import { getCurrentUser } from "@/lib/auth";
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import { queryRaw, prisma } from "@/lib/db";
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export async function GET(req: NextRequest) {
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const user = await getCurrentUser(req);
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if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
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const rows = await queryRaw<{
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id: number;
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name: string;
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conditions: unknown;
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actions: unknown;
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enabled: boolean;
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priority: number;
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created_at: string;
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}>(
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`SELECT id, name, conditions, actions, enabled, priority, created_at
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FROM rules WHERE owner_id = $1 ORDER BY priority DESC, id ASC`,
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[user.id]
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);
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return NextResponse.json(rows);
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}
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export async function POST(req: NextRequest) {
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const user = await getCurrentUser(req);
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if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 });
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const { name, conditions, actions, enabled = true, priority = 0 } = await req.json();
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if (!name) return NextResponse.json({ error: "name required" }, { status: 400 });
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const rule = await prisma.rules.create({
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data: {
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owner_id: user.id,
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name,
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conditions: conditions ?? [],
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actions: actions ?? {},
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enabled,
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priority,
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},
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});
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return NextResponse.json(rule, { status: 201 });
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}
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+324
-3
@@ -1,8 +1,329 @@
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"use client";
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import { useState } from "react";
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import { useRules, useCreateRule, useUpdateRule, useDeleteRule, useApplyRules, useTags } from "@/lib/hooks";
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import { CATEGORIES, formatCategory } from "@/lib/categories";
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const FIELDS = [
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{ value: "merchant_normalized", label: "Merchant" },
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{ value: "description", label: "Description" },
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{ value: "category", label: "Category" },
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{ value: "bank_name", label: "Bank" },
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{ value: "amount", label: "Amount" },
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] as const;
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const TEXT_OPS = [
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{ value: "contains", label: "contains" },
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{ value: "equals", label: "equals" },
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{ value: "starts_with", label: "starts with" },
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{ value: "not_equals", label: "not equals" },
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];
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const AMOUNT_OPS = [
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{ value: "equals", label: "=" },
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{ value: "not_equals", label: "≠" },
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{ value: "gt", label: ">" },
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{ value: "lt", label: "<" },
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];
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type Condition = { field: string; operator: string; value: string };
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type Actions = { set_category?: string; add_tag_ids?: number[]; set_merchant?: string };
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function humanCondition(c: Condition): string {
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const fieldLabel = FIELDS.find((f) => f.value === c.field)?.label || c.field;
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const ops = [...TEXT_OPS, ...AMOUNT_OPS];
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const opText = ops.find((o) => o.value === c.operator)?.label || c.operator;
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return `${fieldLabel} ${opText} "${c.value}"`;
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}
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function humanAction(a: Actions, tagNames: Map<number, string>): string {
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const parts: string[] = [];
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if (a.set_category) parts.push(`set category: ${formatCategory(a.set_category)}`);
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if (a.set_merchant) parts.push(`set merchant: ${a.set_merchant}`);
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if (a.add_tag_ids?.length) {
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const names = a.add_tag_ids.map((id) => tagNames.get(id) || `tag#${id}`).join(", ");
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parts.push(`add tags: ${names}`);
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}
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return parts.length ? "→ " + parts.join(", ") : "(no actions)";
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}
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export default function RulesPage() {
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const { data: rules = [], isLoading } = useRules();
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const { data: tags = [] } = useTags();
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const createRule = useCreateRule();
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const updateRule = useUpdateRule();
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const deleteRule = useDeleteRule();
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const applyRules = useApplyRules();
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const tagNames = new Map(tags.map((t) => [t.id, t.name]));
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const [showForm, setShowForm] = useState(false);
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const [applyResult, setApplyResult] = useState<{ matched: number; transactions_affected: number } | null>(null);
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const [name, setName] = useState("");
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const [conditions, setConditions] = useState<Condition[]>([]);
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const [actions, setActions] = useState<Actions>({});
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const [priority, setPriority] = useState(0);
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function addCondition() {
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setConditions([...conditions, { field: "merchant_normalized", operator: "contains", value: "" }]);
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}
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function updateCondition(i: number, patch: Partial<Condition>) {
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setConditions(conditions.map((c, idx) => (idx === i ? { ...c, ...patch } : c)));
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}
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function removeCondition(i: number) {
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setConditions(conditions.filter((_, idx) => idx !== i));
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}
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async function handleSubmit(e: React.FormEvent) {
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e.preventDefault();
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await createRule.mutateAsync({ name, conditions, actions, enabled: true, priority });
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setName("");
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setConditions([]);
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setActions({});
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setPriority(0);
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setShowForm(false);
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}
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async function handleApply() {
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const result = await applyRules.mutateAsync();
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setApplyResult(result);
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}
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return (
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<div>
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<h2 className="text-xl font-semibold mb-4">Rules</h2>
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<p className="text-zinc-500">Coming soon - auto-classify transactions with rules.</p>
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<div className="space-y-6">
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<div className="flex items-center justify-between">
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<h2 className="text-xl font-semibold">Rules</h2>
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<div className="flex gap-2">
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<button
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onClick={handleApply}
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disabled={applyRules.isPending}
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className="px-4 py-2 bg-emerald-600 hover:bg-emerald-500 text-white rounded-lg text-sm font-medium disabled:opacity-50"
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>
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{applyRules.isPending ? "Applying..." : "Apply All Rules"}
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</button>
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<button
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onClick={() => setShowForm(!showForm)}
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className="px-4 py-2 bg-indigo-600 hover:bg-indigo-500 text-white rounded-lg text-sm font-medium"
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>
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{showForm ? "Cancel" : "New Rule"}
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</button>
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</div>
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</div>
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{applyResult && (
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<div className="p-4 bg-emerald-900/30 border border-emerald-700 rounded-lg text-sm">
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Applied: <strong>{applyResult.matched}</strong> condition matches across{" "}
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<strong>{applyResult.transactions_affected}</strong> transactions.
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<button onClick={() => setApplyResult(null)} className="ml-4 text-zinc-400 hover:text-white">
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dismiss
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</button>
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</div>
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)}
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{showForm && (
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<form onSubmit={handleSubmit} className="bg-zinc-900 border border-zinc-700 rounded-xl p-6 space-y-4">
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<h3 className="font-semibold text-sm text-zinc-300">New Rule</h3>
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<div>
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<label className="block text-xs text-zinc-500 mb-1">Rule Name</label>
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<input
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value={name}
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onChange={(e) => setName(e.target.value)}
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required
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placeholder="e.g. Tag Woolworths as groceries"
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className="w-full bg-zinc-800 border border-zinc-700 rounded-lg px-3 py-2 text-sm"
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/>
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</div>
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<div>
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<div className="flex items-center justify-between mb-2">
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<label className="text-xs text-zinc-500">Conditions (ALL must match)</label>
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<button type="button" onClick={addCondition} className="text-xs text-indigo-400 hover:text-indigo-300">
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+ Add condition
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</button>
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</div>
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{conditions.map((cond, i) => {
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const isAmount = cond.field === "amount";
|
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const ops = isAmount ? AMOUNT_OPS : TEXT_OPS;
|
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return (
|
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<div key={i} className="flex gap-2 mb-2 items-center">
|
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<select
|
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value={cond.field}
|
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onChange={(e) =>
|
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updateCondition(i, {
|
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field: e.target.value,
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operator: e.target.value === "amount" ? "equals" : "contains",
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})
|
||||
}
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className="bg-zinc-800 border border-zinc-700 rounded px-2 py-1.5 text-sm"
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||||
>
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{FIELDS.map((f) => (
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<option key={f.value} value={f.value}>
|
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{f.label}
|
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</option>
|
||||
))}
|
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</select>
|
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<select
|
||||
value={cond.operator}
|
||||
onChange={(e) => updateCondition(i, { operator: e.target.value })}
|
||||
className="bg-zinc-800 border border-zinc-700 rounded px-2 py-1.5 text-sm"
|
||||
>
|
||||
{ops.map((o) => (
|
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<option key={o.value} value={o.value}>
|
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{o.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
<input
|
||||
value={cond.value}
|
||||
onChange={(e) => updateCondition(i, { value: e.target.value })}
|
||||
placeholder="value"
|
||||
className="flex-1 bg-zinc-800 border border-zinc-700 rounded px-2 py-1.5 text-sm"
|
||||
/>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => removeCondition(i)}
|
||||
className="text-zinc-500 hover:text-red-400 text-lg leading-none px-1"
|
||||
>
|
||||
×
|
||||
</button>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
{conditions.length === 0 && (
|
||||
<p className="text-xs text-zinc-600">No conditions — rule will match ALL transactions.</p>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="grid grid-cols-2 gap-4">
|
||||
<div>
|
||||
<label className="block text-xs text-zinc-500 mb-1">Set Category (optional)</label>
|
||||
<select
|
||||
value={actions.set_category || ""}
|
||||
onChange={(e) => setActions({ ...actions, set_category: e.target.value || undefined })}
|
||||
className="w-full bg-zinc-800 border border-zinc-700 rounded-lg px-3 py-2 text-sm"
|
||||
>
|
||||
<option value="">— no change —</option>
|
||||
{CATEGORIES.map((c) => (
|
||||
<option key={c} value={c}>
|
||||
{formatCategory(c)}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label className="block text-xs text-zinc-500 mb-1">Set Merchant (optional)</label>
|
||||
<input
|
||||
value={actions.set_merchant || ""}
|
||||
onChange={(e) => setActions({ ...actions, set_merchant: e.target.value || undefined })}
|
||||
placeholder="Normalized name"
|
||||
className="w-full bg-zinc-800 border border-zinc-700 rounded-lg px-3 py-2 text-sm"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<label className="block text-xs text-zinc-500 mb-1">Add Tags (optional)</label>
|
||||
<div className="flex flex-wrap gap-2">
|
||||
{tags.map((tag) => {
|
||||
const selected = (actions.add_tag_ids || []).includes(tag.id);
|
||||
return (
|
||||
<button
|
||||
key={tag.id}
|
||||
type="button"
|
||||
onClick={() => {
|
||||
const ids = actions.add_tag_ids || [];
|
||||
setActions({
|
||||
...actions,
|
||||
add_tag_ids: selected ? ids.filter((id) => id !== tag.id) : [...ids, tag.id],
|
||||
});
|
||||
}}
|
||||
className={`px-2 py-1 rounded text-xs border transition-colors ${
|
||||
selected ? "border-transparent text-white" : "border-zinc-700 text-zinc-400"
|
||||
}`}
|
||||
style={selected ? { backgroundColor: tag.color } : {}}
|
||||
>
|
||||
{tag.name}
|
||||
</button>
|
||||
);
|
||||
})}
|
||||
{tags.length === 0 && <p className="text-xs text-zinc-600">No tags created yet.</p>}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="flex items-end gap-4">
|
||||
<div>
|
||||
<label className="block text-xs text-zinc-500 mb-1">Priority</label>
|
||||
<input
|
||||
type="number"
|
||||
value={priority}
|
||||
onChange={(e) => setPriority(Number(e.target.value))}
|
||||
className="w-24 bg-zinc-800 border border-zinc-700 rounded-lg px-3 py-2 text-sm"
|
||||
/>
|
||||
</div>
|
||||
<button
|
||||
type="submit"
|
||||
disabled={createRule.isPending}
|
||||
className="px-6 py-2 bg-indigo-600 hover:bg-indigo-500 text-white rounded-lg text-sm font-medium disabled:opacity-50"
|
||||
>
|
||||
{createRule.isPending ? "Creating..." : "Create Rule"}
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
)}
|
||||
|
||||
{isLoading ? (
|
||||
<p className="text-zinc-500 text-sm">Loading rules...</p>
|
||||
) : rules.length === 0 ? (
|
||||
<p className="text-zinc-500 text-sm">No rules yet. Create one to auto-classify transactions.</p>
|
||||
) : (
|
||||
<div className="space-y-3">
|
||||
{rules.map((rule) => {
|
||||
const conds = Array.isArray(rule.conditions) ? rule.conditions : [];
|
||||
const acts =
|
||||
rule.actions && typeof rule.actions === "object" ? (rule.actions as Actions) : {};
|
||||
return (
|
||||
<div key={rule.id} className="bg-zinc-900 border border-zinc-700 rounded-xl p-4">
|
||||
<div className="flex items-start justify-between gap-4">
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="flex items-center gap-3 mb-1">
|
||||
<span className="font-medium text-sm">{rule.name}</span>
|
||||
<span className="text-xs text-zinc-500">priority: {rule.priority}</span>
|
||||
</div>
|
||||
<p className="text-xs text-zinc-400">
|
||||
{conds.length > 0 ? conds.map(humanCondition).join(" AND ") : "(matches all)"}
|
||||
</p>
|
||||
<p className="text-xs text-zinc-500 mt-1">{humanAction(acts, tagNames)}</p>
|
||||
</div>
|
||||
<div className="flex items-center gap-3 shrink-0">
|
||||
<button
|
||||
onClick={() => updateRule.mutate({ id: rule.id, enabled: !rule.enabled })}
|
||||
className={`relative inline-flex h-5 w-9 rounded-full transition-colors ${
|
||||
rule.enabled ? "bg-indigo-600" : "bg-zinc-700"
|
||||
}`}
|
||||
>
|
||||
<span
|
||||
className={`inline-block h-4 w-4 rounded-full bg-white shadow transform transition-transform mt-0.5 ${
|
||||
rule.enabled ? "translate-x-4" : "translate-x-0.5"
|
||||
}`}
|
||||
/>
|
||||
</button>
|
||||
<button
|
||||
onClick={() => {
|
||||
if (confirm("Delete this rule?")) deleteRule.mutate(rule.id);
|
||||
}}
|
||||
className="text-zinc-500 hover:text-red-400 text-sm"
|
||||
>
|
||||
Delete
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -352,3 +352,82 @@ export function useCreateParticipant() {
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// --- Rules ---
|
||||
|
||||
export interface RuleRow {
|
||||
id: number;
|
||||
name: string;
|
||||
conditions: { field: string; operator: string; value: string }[];
|
||||
actions: { set_category?: string; add_tag_ids?: number[]; set_merchant?: string };
|
||||
enabled: boolean;
|
||||
priority: number;
|
||||
created_at: string;
|
||||
}
|
||||
|
||||
export function useRules() {
|
||||
return useQuery<RuleRow[]>({
|
||||
queryKey: ["rules"],
|
||||
queryFn: async () => {
|
||||
const res = await fetch("/api/rules");
|
||||
return res.json();
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
export function useCreateRule() {
|
||||
const qc = useQueryClient();
|
||||
return useMutation({
|
||||
mutationFn: async (data: Omit<RuleRow, "id" | "created_at">) => {
|
||||
const res = await fetch("/api/rules", {
|
||||
method: "POST",
|
||||
headers: { "Content-Type": "application/json" },
|
||||
body: JSON.stringify(data),
|
||||
});
|
||||
if (!res.ok) throw new Error("Failed to create rule");
|
||||
return res.json();
|
||||
},
|
||||
onSuccess: () => qc.invalidateQueries({ queryKey: ["rules"] }),
|
||||
});
|
||||
}
|
||||
|
||||
export function useUpdateRule() {
|
||||
const qc = useQueryClient();
|
||||
return useMutation({
|
||||
mutationFn: async ({ id, ...data }: Partial<RuleRow> & { id: number }) => {
|
||||
const res = await fetch(`/api/rules/${id}`, {
|
||||
method: "PATCH",
|
||||
headers: { "Content-Type": "application/json" },
|
||||
body: JSON.stringify(data),
|
||||
});
|
||||
if (!res.ok) throw new Error("Failed to update rule");
|
||||
return res.json();
|
||||
},
|
||||
onSuccess: () => qc.invalidateQueries({ queryKey: ["rules"] }),
|
||||
});
|
||||
}
|
||||
|
||||
export function useDeleteRule() {
|
||||
const qc = useQueryClient();
|
||||
return useMutation({
|
||||
mutationFn: async (id: number) => {
|
||||
await fetch(`/api/rules/${id}`, { method: "DELETE" });
|
||||
},
|
||||
onSuccess: () => qc.invalidateQueries({ queryKey: ["rules"] }),
|
||||
});
|
||||
}
|
||||
|
||||
export function useApplyRules() {
|
||||
const qc = useQueryClient();
|
||||
return useMutation({
|
||||
mutationFn: async () => {
|
||||
const res = await fetch("/api/rules/apply", { method: "POST" });
|
||||
if (!res.ok) throw new Error("Failed to apply rules");
|
||||
return res.json() as Promise<{ matched: number; transactions_affected: number }>;
|
||||
},
|
||||
onSuccess: () => {
|
||||
qc.invalidateQueries({ queryKey: ["transactions"] });
|
||||
qc.invalidateQueries({ queryKey: ["rules"] });
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user