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feat(banking): bank transactions page with merchant/store matching, transaction matching refactor, bank sync improvements (batch 0.40.0)

This commit is contained in:
null 2026-06-14 15:15:31 -05:00
parent dc951ab59c
commit 81ddcb5fc1
14 changed files with 140225 additions and 321 deletions
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3
client/api.js
View File

@ -412,6 +412,9 @@ export const api = {
unmatchTransactionBulk: (matches) => post('/transactions/unmatch-bulk', { matches }),
ignoreTransaction: (id) => post(`/transactions/${id}/ignore`),
unignoreTransaction: (id) => post(`/transactions/${id}/unignore`),
transactionMerchantMatch: (id) => get(`/transactions/${id}/merchant-match`),
applyTransactionMerchantMatch: (id) => post(`/transactions/${id}/apply-merchant-match`),
autoCategorizeTransactions: (opts = {}) => post('/transactions/auto-categorize', opts),
// Match suggestions
matchSuggestions: (params = {}) => get(`/matches/suggestions${queryString(params)}`),

45
client/components/data/BankSyncSection.jsx
View File

@ -325,6 +325,10 @@ export default function BankSyncSection({ onConnectionChange, cardProps = {} })
const [btAccounts, setBtAccounts] = useState([]);
const [btSaving, setBtSaving] = useState(false);
// Auto-categorization state
const [acmEnabled, setAcmEnabled] = useState(true);
const [acmSaving, setAcmSaving] = useState(false);
const loadAccounts = useCallback(async (conns) => {
for (const conn of conns) {
setAccountsLoading(prev => ({ ...prev, [conn.id]: true }));
@ -352,6 +356,7 @@ export default function BankSyncSection({ onConnectionChange, cardProps = {} })
setBtPendingDays(parseInt(settings.bank_tracking_pending_days, 10) || 3);
setBtLateGraceDays(parseInt(settings.bank_late_attribution_days, 10) || 0);
setBtAccounts(Array.isArray(accounts) ? accounts : []);
setAcmEnabled(settings.bank_auto_categorize_merchants !== 'false');
} catch {
// non-fatal — bank tracking section just won't populate
}
@ -379,6 +384,19 @@ export default function BankSyncSection({ onConnectionChange, cardProps = {} })
}
}, [btEnabled, btAccountId, btPendingDays]);
const handleAcmSave = useCallback(async (next) => {
setAcmSaving(true);
try {
await api.saveSettings({ bank_auto_categorize_merchants: String(next) });
setAcmEnabled(next);
toast.success('Auto-categorization setting saved');
} catch (err) {
toast.error(err.message || 'Failed to save auto-categorization setting');
} finally {
setAcmSaving(false);
}
}, []);
const load = useCallback(async () => {
setLoadError('');
try {
@ -931,6 +949,33 @@ export default function BankSyncSection({ onConnectionChange, cardProps = {} })
</SectionCard>
)}
{enabled && connections.length > 0 && (
<SectionCard
title="Auto-categorize Transactions"
subtitle="Match merchant names and categories from a 5,000-entry reference list during sync."
{...cardProps}
>
<div className="px-6 py-5">
<div className="flex items-center justify-between gap-4">
<div className="space-y-0.5">
<Label htmlFor="acm-toggle" className="text-sm font-medium">
Auto-categorize transactions
</Label>
<p className="text-xs text-muted-foreground">
When new transactions sync, recognized merchants and stores are automatically assigned a spending category.
</p>
</div>
<Switch
id="acm-toggle"
checked={acmEnabled}
disabled={acmSaving}
onCheckedChange={handleAcmSave}
/>
</div>
</div>
</SectionCard>
)}
<AlertDialog open={!!disconnectTarget} onOpenChange={open => { if (!open) setDisconnectTarget(null); }}>
<AlertDialogContent>
<AlertDialogHeader>

212
client/components/data/TransactionMatchingSection.jsx
View File

@ -2,19 +2,21 @@ import React, { useState, useEffect, useMemo, useRef } from 'react';
import { toast } from 'sonner';
import {
Sparkles, CheckCircle2, Loader2, RefreshCw, Link2, Link2Off,
XCircle, Eye, EyeOff, Search, Plus, Clock, ChevronLeft, ChevronRight,
XCircle, Eye, EyeOff, Search, Clock, ChevronLeft, ChevronRight,
ArrowUp, ArrowDown, ArrowUpDown,
} from 'lucide-react';
import { api } from '@/api';
import { cn } from '@/lib/utils';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import {
Dialog, DialogContent, DialogDescription, DialogFooter,
DialogHeader, DialogTitle,
} from '@/components/ui/dialog';
import { SectionCard } from './dataShared';
import BillModal from '@/components/BillModal';
import {
MatchBillDialog,
transactionTitle,
transactionDate,
formatTransactionAmount,
} from '@/components/transactions/MatchBillDialog';
const TRANSACTION_FILTERS = [
{ id: 'open', label: 'Open', params: { ignored: 'false' } },
@ -47,23 +49,6 @@ function TransactionStatusBadge({ tx }) {
);
}
function formatTransactionAmount(amount, currency = 'USD') {
const value = Math.abs(Number(amount || 0)) / 100;
const sign = Number(amount || 0) < 0 ? '-' : '+';
return `${sign}${new Intl.NumberFormat(undefined, {
style: 'currency',
currency: currency || 'USD',
}).format(value)}`;
}
function transactionDate(tx) {
return tx?.posted_date || String(tx?.transacted_at || '').slice(0, 10) || '—';
}
function transactionTitle(tx) {
return tx?.payee || tx?.description || tx?.memo || 'Transaction';
}
function matchScoreTone(score) {
const value = Number(score) || 0;
if (value >= 80) return 'border-emerald-500/30 bg-emerald-500/10 text-emerald-600 dark:text-emerald-400';
@ -181,189 +166,6 @@ function SuggestedMatchesPanel({ suggestions, loading, actionId, onAccept, onRej
);
}
function MatchBillDialog({ open, onOpenChange, transaction, bills, onConfirm, loading, onCreateBill }) {
const [query, setQuery] = useState('');
const [selectedBillId, setSelectedBillId] = useState('');
useEffect(() => {
if (open) {
setQuery('');
setSelectedBillId(transaction?.matched_bill_id ? String(transaction.matched_bill_id) : '');
}
}, [open, transaction?.id, transaction?.matched_bill_id]);
const filteredBills = useMemo(() => {
const q = query.trim().toLowerCase();
if (!q) return bills.slice(0, 40);
return bills
.filter(bill => String(bill.name || '').toLowerCase().includes(q))
.slice(0, 40);
}, [bills, query]);
const selectedBill = bills.find(bill => String(bill.id) === String(selectedBillId));
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-2xl">
<DialogHeader>
<DialogTitle>Match Transaction</DialogTitle>
<DialogDescription>
Choose the bill this transaction paid. Nothing changes until you confirm.
</DialogDescription>
</DialogHeader>
{transaction && (
<div className="rounded-lg border border-border/60 bg-muted/25 p-3">
<div className="flex flex-wrap items-center justify-between gap-2">
<div className="min-w-0">
<p className="truncate text-sm font-medium">{transactionTitle(transaction)}</p>
<p className="mt-0.5 text-xs text-muted-foreground">
{transactionDate(transaction)} · {transaction.source_label || transaction.source_type_label || 'Transaction'}
</p>
</div>
<p className={cn(
'text-sm font-semibold tabular-nums',
Number(transaction.amount) < 0 ? 'text-destructive' : 'text-emerald-600',
)}>
{formatTransactionAmount(transaction.amount, transaction.currency)}
</p>
</div>
{transaction.description && transaction.description !== transactionTitle(transaction) && (
<p className="mt-2 text-xs text-muted-foreground">{transaction.description}</p>
)}
</div>
)}
<div className="space-y-3">
<label className="space-y-1.5">
<span className="text-xs font-medium text-muted-foreground">Find bill</span>
<div className="relative">
<Search className="pointer-events-none absolute left-2.5 top-2.5 h-4 w-4 text-muted-foreground" />
<Input
value={query}
onChange={e => setQuery(e.target.value)}
placeholder="Search bills"
className="pl-8"
/>
</div>
</label>
<div className="max-h-72 overflow-y-auto rounded-lg border border-border/60">
{filteredBills.length === 0 ? (
<div className="flex flex-col items-center gap-3 px-4 py-8 text-center">
<p className="text-sm text-muted-foreground">No bills found.</p>
{onCreateBill && (() => {
const af = transaction?.advisory_filter;
const label = query.trim()
? `Create "${query.trim()}" as a new bill`
: 'Create a new bill';
if (af?.confidence === 'high') {
return (
<span className="text-xs text-muted-foreground">
Probably not a bill ·{' '}
<button
type="button"
className="underline hover:text-foreground transition-colors"
onClick={() => { onOpenChange(false); onCreateBill(transaction, query.trim() || undefined); }}
>
{label}
</button>
</span>
);
}
return (
<button
type="button"
onClick={() => { onOpenChange(false); onCreateBill(transaction, query.trim() || undefined); }}
className={cn(
'flex items-center gap-1.5 text-xs hover:underline',
af?.confidence === 'medium' ? 'text-muted-foreground' : 'text-primary',
)}
>
<Plus className="h-3.5 w-3.5" />
{label}
</button>
);
})()}
</div>
) : (
<div className="divide-y divide-border/40">
{filteredBills.map(bill => (
<button
key={bill.id}
type="button"
onClick={() => setSelectedBillId(String(bill.id))}
className={cn(
'flex w-full items-center justify-between gap-3 px-4 py-3 text-left transition-colors hover:bg-muted/30',
String(selectedBillId) === String(bill.id) && 'bg-primary/5',
)}
>
<div className="min-w-0">
<p className="truncate text-sm font-medium">{bill.name}</p>
<p className="mt-0.5 text-xs text-muted-foreground">
Due day {bill.due_day ?? '—'} · expected ${Number(bill.expected_amount || 0).toFixed(2)}
</p>
</div>
{String(selectedBillId) === String(bill.id) && (
<CheckCircle2 className="h-4 w-4 shrink-0 text-primary" />
)}
</button>
))}
</div>
)}
</div>
</div>
<DialogFooter className="gap-2">
{onCreateBill && (() => {
const af = transaction?.advisory_filter;
if (af?.confidence === 'high') {
return (
<span className="mr-auto flex items-center gap-2 text-xs text-muted-foreground">
Probably not a bill
<button
type="button"
className="underline hover:text-foreground transition-colors"
onClick={() => { onOpenChange(false); onCreateBill(transaction); }}
>
create anyway
</button>
</span>
);
}
return (
<Button
type="button"
variant="ghost"
className={cn(
'mr-auto text-xs',
af?.confidence === 'medium'
? 'text-muted-foreground/60 hover:text-muted-foreground'
: 'text-muted-foreground hover:text-foreground',
)}
onClick={() => { onOpenChange(false); onCreateBill(transaction); }}
>
<Plus className="h-3.5 w-3.5 mr-1.5" />
Create Bill
</Button>
);
})()}
<Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button
type="button"
disabled={!selectedBill || loading}
onClick={() => selectedBill && onConfirm(selectedBill.id)}
>
{loading ? <><Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />Matching…</> : <><Link2 className="h-3.5 w-3.5 mr-1.5" />Confirm Match</>}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}
function parseUtc(str) {
if (!str) return null;
const normalized = str.includes('T') ? str : str.replace(' ', 'T') + 'Z';

57
client/components/transactions/CategoryPicker.jsx Normal file
View File

@ -0,0 +1,57 @@
import React, { useState, useEffect, useRef } from 'react';
import { Tag } from 'lucide-react';
// ── Category picker dropdown ─────────────────────────────────────────────────
export function CategoryPicker({ categories, current, onSelect }) {
const [open, setOpen] = useState(false);
const ref = useRef(null);
useEffect(() => {
if (!open) return;
const close = e => { if (ref.current && !ref.current.contains(e.target)) setOpen(false); };
document.addEventListener('mousedown', close);
return () => document.removeEventListener('mousedown', close);
}, [open]);
const currentCat = categories.find(c => c.id === current);
return (
<div ref={ref} className="relative">
<button
type="button"
onClick={() => setOpen(v => !v)}
className="flex items-center gap-1.5 rounded-md border border-border/60 bg-background px-2 py-1 text-xs text-muted-foreground hover:border-primary/40 hover:text-foreground transition-colors"
>
<Tag className="h-3 w-3 shrink-0" />
<span className="max-w-[100px] truncate">{currentCat?.name ?? 'Uncategorized'}</span>
</button>
{open && (
<div className="absolute right-0 top-full z-50 mt-1 w-48 rounded-lg border border-border/60 bg-popover shadow-lg overflow-hidden">
<button
type="button"
onMouseDown={e => { e.preventDefault(); onSelect(null, false); setOpen(false); }}
className="w-full px-3 py-2 text-left text-xs text-muted-foreground hover:bg-muted/50 transition-colors"
>
— Uncategorized
</button>
{categories.length === 0 ? (
<p className="px-3 py-2 text-xs text-muted-foreground italic">
No spending categories. Enable some in Categories.
</p>
) : categories.map(cat => (
<button
key={cat.id}
type="button"
onMouseDown={e => { e.preventDefault(); onSelect(cat.id, false); setOpen(false); }}
className={`w-full px-3 py-2 text-left text-xs hover:bg-muted/50 transition-colors ${cat.id === current ? 'text-primary font-medium' : ''}`}
>
{cat.name}
</button>
))}
</div>
)}
</div>
);
}

211
client/components/transactions/MatchBillDialog.jsx Normal file
View File

@ -0,0 +1,211 @@
import React, { useState, useEffect, useMemo } from 'react';
import {
CheckCircle2, Loader2, Link2, Search, Plus,
} from 'lucide-react';
import { cn } from '@/lib/utils';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import {
Dialog, DialogContent, DialogDescription, DialogFooter,
DialogHeader, DialogTitle,
} from '@/components/ui/dialog';
export function transactionDate(tx) {
return tx?.posted_date || String(tx?.transacted_at || '').slice(0, 10) || '—';
}
export function transactionTitle(tx) {
return tx?.payee || tx?.description || tx?.memo || 'Transaction';
}
export function formatTransactionAmount(amount, currency = 'USD') {
const value = Math.abs(Number(amount || 0)) / 100;
const sign = Number(amount || 0) < 0 ? '-' : '+';
return `${sign}${new Intl.NumberFormat(undefined, {
style: 'currency',
currency: currency || 'USD',
}).format(value)}`;
}
export function MatchBillDialog({ open, onOpenChange, transaction, bills, onConfirm, loading, onCreateBill }) {
const [query, setQuery] = useState('');
const [selectedBillId, setSelectedBillId] = useState('');
useEffect(() => {
if (open) {
setQuery('');
setSelectedBillId(transaction?.matched_bill_id ? String(transaction.matched_bill_id) : '');
}
}, [open, transaction?.id, transaction?.matched_bill_id]);
const filteredBills = useMemo(() => {
const q = query.trim().toLowerCase();
if (!q) return bills.slice(0, 40);
return bills
.filter(bill => String(bill.name || '').toLowerCase().includes(q))
.slice(0, 40);
}, [bills, query]);
const selectedBill = bills.find(bill => String(bill.id) === String(selectedBillId));
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-2xl">
<DialogHeader>
<DialogTitle>Match Transaction</DialogTitle>
<DialogDescription>
Choose the bill this transaction paid. Nothing changes until you confirm.
</DialogDescription>
</DialogHeader>
{transaction && (
<div className="rounded-lg border border-border/60 bg-muted/25 p-3">
<div className="flex flex-wrap items-center justify-between gap-2">
<div className="min-w-0">
<p className="truncate text-sm font-medium">{transactionTitle(transaction)}</p>
<p className="mt-0.5 text-xs text-muted-foreground">
{transactionDate(transaction)} · {transaction.source_label || transaction.source_type_label || 'Transaction'}
</p>
</div>
<p className={cn(
'text-sm font-semibold tabular-nums',
Number(transaction.amount) < 0 ? 'text-destructive' : 'text-emerald-600',
)}>
{formatTransactionAmount(transaction.amount, transaction.currency)}
</p>
</div>
{transaction.description && transaction.description !== transactionTitle(transaction) && (
<p className="mt-2 text-xs text-muted-foreground">{transaction.description}</p>
)}
</div>
)}
<div className="space-y-3">
<label className="space-y-1.5">
<span className="text-xs font-medium text-muted-foreground">Find bill</span>
<div className="relative">
<Search className="pointer-events-none absolute left-2.5 top-2.5 h-4 w-4 text-muted-foreground" />
<Input
value={query}
onChange={e => setQuery(e.target.value)}
placeholder="Search bills"
className="pl-8"
/>
</div>
</label>
<div className="max-h-72 overflow-y-auto rounded-lg border border-border/60">
{filteredBills.length === 0 ? (
<div className="flex flex-col items-center gap-3 px-4 py-8 text-center">
<p className="text-sm text-muted-foreground">No bills found.</p>
{onCreateBill && (() => {
const af = transaction?.advisory_filter;
const label = query.trim()
? `Create "${query.trim()}" as a new bill`
: 'Create a new bill';
if (af?.confidence === 'high') {
return (
<span className="text-xs text-muted-foreground">
Probably not a bill ·{' '}
<button
type="button"
className="underline hover:text-foreground transition-colors"
onClick={() => { onOpenChange(false); onCreateBill(transaction, query.trim() || undefined); }}
>
{label}
</button>
</span>
);
}
return (
<button
type="button"
onClick={() => { onOpenChange(false); onCreateBill(transaction, query.trim() || undefined); }}
className={cn(
'flex items-center gap-1.5 text-xs hover:underline',
af?.confidence === 'medium' ? 'text-muted-foreground' : 'text-primary',
)}
>
<Plus className="h-3.5 w-3.5" />
{label}
</button>
);
})()}
</div>
) : (
<div className="divide-y divide-border/40">
{filteredBills.map(bill => (
<button
key={bill.id}
type="button"
onClick={() => setSelectedBillId(String(bill.id))}
className={cn(
'flex w-full items-center justify-between gap-3 px-4 py-3 text-left transition-colors hover:bg-muted/30',
String(selectedBillId) === String(bill.id) && 'bg-primary/5',
)}
>
<div className="min-w-0">
<p className="truncate text-sm font-medium">{bill.name}</p>
<p className="mt-0.5 text-xs text-muted-foreground">
Due day {bill.due_day ?? '—'} · expected ${Number(bill.expected_amount || 0).toFixed(2)}
</p>
</div>
{String(selectedBillId) === String(bill.id) && (
<CheckCircle2 className="h-4 w-4 shrink-0 text-primary" />
)}
</button>
))}
</div>
)}
</div>
</div>
<DialogFooter className="gap-2">
{onCreateBill && (() => {
const af = transaction?.advisory_filter;
if (af?.confidence === 'high') {
return (
<span className="mr-auto flex items-center gap-2 text-xs text-muted-foreground">
Probably not a bill
<button
type="button"
className="underline hover:text-foreground transition-colors"
onClick={() => { onOpenChange(false); onCreateBill(transaction); }}
>
create anyway
</button>
</span>
);
}
return (
<Button
type="button"
variant="ghost"
className={cn(
'mr-auto text-xs',
af?.confidence === 'medium'
? 'text-muted-foreground/60 hover:text-muted-foreground'
: 'text-muted-foreground hover:text-foreground',
)}
onClick={() => { onOpenChange(false); onCreateBill(transaction); }}
>
<Plus className="h-3.5 w-3.5 mr-1.5" />
Create Bill
</Button>
);
})()}
<Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button
type="button"
disabled={!selectedBill || loading}
onClick={() => selectedBill && onConfirm(selectedBill.id)}
>
{loading ? <><Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />Matching…</> : <><Link2 className="h-3.5 w-3.5 mr-1.5" />Confirm Match</>}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}

23
client/lib/utils.js
View File

@ -43,3 +43,26 @@ export function fmtBytes(bytes) {
if (bytes < 1048576) return `${(bytes / 1024).toFixed(1)} KB`;
return `${(bytes / 1048576).toFixed(2)} MB`;
}
const CATEGORY_COLOR_TONES = [
{ border: 'border-emerald-300/50', bg: 'bg-emerald-400/15', text: 'text-emerald-700 dark:text-emerald-200', bar: 'bg-emerald-500' },
{ border: 'border-sky-300/50', bg: 'bg-sky-400/15', text: 'text-sky-700 dark:text-sky-200', bar: 'bg-sky-500' },
{ border: 'border-amber-300/50', bg: 'bg-amber-400/15', text: 'text-amber-700 dark:text-amber-200', bar: 'bg-amber-500' },
{ border: 'border-rose-300/50', bg: 'bg-rose-400/15', text: 'text-rose-700 dark:text-rose-200', bar: 'bg-rose-500' },
{ border: 'border-indigo-300/50', bg: 'bg-indigo-400/15', text: 'text-indigo-700 dark:text-indigo-200', bar: 'bg-indigo-500' },
{ border: 'border-violet-300/50', bg: 'bg-violet-400/15', text: 'text-violet-700 dark:text-violet-200', bar: 'bg-violet-500' },
{ border: 'border-teal-300/50', bg: 'bg-teal-400/15', text: 'text-teal-700 dark:text-teal-200', bar: 'bg-teal-500' },
{ border: 'border-orange-300/50', bg: 'bg-orange-400/15', text: 'text-orange-700 dark:text-orange-200', bar: 'bg-orange-500' },
];
// Deterministic color tone for a category (or merchant) name, used for
// badges and avatars so the same name always renders the same color.
export function categoryColor(name) {
const key = String(name || 'Uncategorized');
let hash = 0;
for (let i = 0; i < key.length; i++) {
hash = (hash * 31 + key.charCodeAt(i)) | 0;
}
const index = Math.abs(hash) % CATEGORY_COLOR_TONES.length;
return CATEGORY_COLOR_TONES[index];
}

706
client/pages/BankTransactionsPage.jsx
View File

@ -1,18 +1,25 @@
import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
import { Fragment, useCallback, useEffect, useMemo, useRef, useState } from 'react';
import { Link } from 'react-router-dom';
import { toast } from 'sonner';
import {
ArrowDown,
ArrowDownUp,
ArrowUp,
Building2,
Check,
CheckCircle2,
ChevronLeft,
ChevronRight,
Clock3,
Eye,
EyeOff,
Landmark,
Link2,
Link2Off,
MoreVertical,
RefreshCw,
Search,
Sparkles,
TrendingDown,
TrendingUp,
WalletCards,
@ -21,6 +28,7 @@ import { api } from '@/api';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Skeleton } from '@/components/ui/Skeleton';
import {
Select,
SelectContent,
@ -36,9 +44,29 @@ import {
TableHeader,
TableRow,
} from '@/components/ui/table';
import { cn, fmt, fmtDate } from '@/lib/utils';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuSeparator,
DropdownMenuTrigger,
} from '@/components/ui/dropdown-menu';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Checkbox } from '@/components/ui/checkbox';
import { CategoryPicker } from '@/components/transactions/CategoryPicker';
import { MatchBillDialog } from '@/components/transactions/MatchBillDialog';
import BillModal from '@/components/BillModal';
import { cn, fmt, fmtDate, categoryColor, localDateString } from '@/lib/utils';
const PAGE_SIZE = 50;
const TABLE_COLUMN_COUNT = 8;
const flowOptions = [
{ value: 'all', label: 'All' },
@ -46,6 +74,7 @@ const flowOptions = [
{ value: 'out', label: 'Money out' },
{ value: 'pending', label: 'Pending' },
{ value: 'unmatched', label: 'Needs review' },
{ value: 'uncategorized', label: 'Needs category' },
{ value: 'matched', label: 'Matched' },
{ value: 'ignored', label: 'Ignored' },
];
@ -86,6 +115,34 @@ function transactionDate(tx) {
return tx.posted_date || (tx.transacted_at ? tx.transacted_at.slice(0, 10) : null);
}
function dateGroupLabel(dateStr) {
if (!dateStr) return 'Unknown date';
const today = localDateString();
const yesterdayDate = new Date();
yesterdayDate.setDate(yesterdayDate.getDate() - 1);
const yesterday = localDateString(yesterdayDate);
if (dateStr === today) return 'Today';
if (dateStr === yesterday) return 'Yesterday';
return fmtDate(dateStr);
}
// Groups already-sorted transactions into date sections for display.
// Returns null when the list isn't sorted by date (grouping wouldn't make sense).
function groupByDate(transactions, sortBy) {
if (sortBy !== 'date') return null;
const groups = [];
let current = null;
for (const tx of transactions) {
const date = transactionDate(tx);
if (!current || current.date !== date) {
current = { date, label: dateGroupLabel(date), items: [] };
groups.push(current);
}
current.items.push(tx);
}
return groups;
}
function accountLabel(account) {
if (!account) return 'Unknown account';
return [account.org_name, account.name].filter(Boolean).join(' - ') || account.name || 'Account';
@ -136,18 +193,93 @@ function SummaryTile({ icon: Icon, label, value, tone, detail }) {
);
}
function TransactionMobileCard({ tx }) {
// Small circular initial badge, colored by the transaction's category — gives
// the table/cards a quick visual anchor for scanning by category.
function MerchantAvatar({ tx }) {
const tone = categoryColor(tx.spending_category_name || 'Uncategorized');
const initial = transactionTitle(tx).trim().charAt(0).toUpperCase() || '?';
return (
<span className={cn('flex h-8 w-8 shrink-0 items-center justify-center rounded-full text-xs font-bold', tone.bg, tone.text)}>
{initial}
</span>
);
}
function SuggestionBadge({ tx, onApply, applying }) {
if (!tx.suggested_match) return null;
return (
<div className="mt-1 flex items-center gap-1.5">
<Badge variant="outline" className="max-w-[160px] truncate border-dashed text-[10px] text-muted-foreground">
{tx.suggested_match.display_name} · {tx.suggested_match.category}
</Badge>
<button
type="button"
disabled={applying}
onClick={() => onApply(tx)}
title="Apply suggested category"
className="inline-flex h-5 w-5 shrink-0 items-center justify-center rounded-full border border-primary/30 text-primary hover:bg-primary/10 transition-colors disabled:opacity-50"
>
<Check className="h-3 w-3" />
</button>
</div>
);
}
function RowActionsMenu({ tx, onMatch, onUnmatch, onIgnore, onUnignore }) {
const isMatched = tx.match_status === 'matched';
const isIgnored = tx.ignored || tx.match_status === 'ignored';
return (
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button type="button" variant="ghost" size="icon" className="h-8 w-8">
<MoreVertical className="h-4 w-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem onClick={() => onMatch(tx)}>
<Link2 className="h-3.5 w-3.5" />
{isMatched ? 'Change bill match…' : 'Match to bill…'}
</DropdownMenuItem>
{isMatched && (
<DropdownMenuItem onClick={() => onUnmatch(tx)}>
<Link2Off className="h-3.5 w-3.5" />
Unmatch
</DropdownMenuItem>
)}
<DropdownMenuSeparator />
{isIgnored ? (
<DropdownMenuItem onClick={() => onUnignore(tx)}>
<Eye className="h-3.5 w-3.5" />
Unignore
</DropdownMenuItem>
) : (
<DropdownMenuItem onClick={() => onIgnore(tx)}>
<EyeOff className="h-3.5 w-3.5" />
Ignore
</DropdownMenuItem>
)}
</DropdownMenuContent>
</DropdownMenu>
);
}
function TransactionMobileCard({ tx, categories, onCategorize, onApplySuggestion, applyingSuggestionId, onMatch, onUnmatch, onIgnore, onUnignore, selected, onToggleSelected }) {
const cents = Number(tx.amount || 0);
const isCredit = cents > 0;
return (
<div className="rounded-lg border border-border/70 bg-card/85 p-4 shadow-sm">
<div className={cn('rounded-lg border border-border/70 bg-card/85 p-4 shadow-sm', selected && 'ring-2 ring-primary/50')}>
<div className="flex items-start justify-between gap-3">
<div className="min-w-0">
<p className="truncate text-sm font-semibold text-foreground">{transactionTitle(tx)}</p>
<p className="mt-1 truncate text-xs font-medium text-muted-foreground">
{[tx.account_org_name, tx.account_name].filter(Boolean).join(' - ') || 'Account'}
</p>
<div className="flex min-w-0 items-start gap-2.5">
<Checkbox className="mt-1" checked={selected} onCheckedChange={() => onToggleSelected(tx.id)} aria-label="Select transaction" />
<MerchantAvatar tx={tx} />
<div className="min-w-0">
<p className="truncate text-sm font-semibold text-foreground">{transactionTitle(tx)}</p>
<p className="mt-1 truncate text-xs font-medium text-muted-foreground">
{[tx.account_org_name, tx.account_name].filter(Boolean).join(' - ') || 'Account'}
</p>
</div>
</div>
<p className={cn('tracker-number shrink-0 text-sm font-bold', isCredit ? 'text-emerald-600 dark:text-emerald-300' : 'text-rose-600 dark:text-rose-300')}>
{formatCents(cents, { signed: true })}
@ -163,6 +295,13 @@ function TransactionMobileCard({ tx }) {
</Badge>
)}
</div>
<div className="mt-3 flex items-center justify-between gap-2">
<div>
<CategoryPicker categories={categories} current={tx.spending_category_id} onSelect={categoryId => onCategorize(tx, categoryId)} />
<SuggestionBadge tx={tx} onApply={onApplySuggestion} applying={applyingSuggestionId === tx.id} />
</div>
<RowActionsMenu tx={tx} onMatch={onMatch} onUnmatch={onUnmatch} onIgnore={onIgnore} onUnignore={onUnignore} />
</div>
</div>
);
}
@ -178,6 +317,16 @@ export default function BankTransactionsPage() {
const [sortBy, setSortBy] = useState('date');
const [sortDir, setSortDir] = useState('desc');
const [page, setPage] = useState(1);
const [categories, setCategories] = useState([]);
const [bills, setBills] = useState([]);
const [matchTarget, setMatchTarget] = useState(null);
const [matchSubmitting, setMatchSubmitting] = useState(false);
const [applyingSuggestionId, setApplyingSuggestionId] = useState(null);
const [autoCategorizing, setAutoCategorizing] = useState(false);
const [autoCategorizePreview, setAutoCategorizePreview] = useState(null);
const [createBillSourceTx, setCreateBillSourceTx] = useState(null);
const [selectedIds, setSelectedIds] = useState(() => new Set());
const [bulkActing, setBulkActing] = useState(false);
// Monotonic request id: a response only lands if it belongs to the newest
// request, so a slow Refresh can never overwrite fresher filter results.
const requestSeq = useRef(0);
@ -194,6 +343,15 @@ export default function BankTransactionsPage() {
setPage(1);
}, [accountId, flow, sortBy, sortDir]);
useEffect(() => {
setSelectedIds(new Set());
}, [accountId, flow, sortBy, sortDir, query, page]);
useEffect(() => {
api.categories().then(data => setCategories(data || [])).catch(() => setCategories([]));
api.bills().then(data => setBills(data || [])).catch(() => setBills([]));
}, []);
// Single fetch path — used by both the load effect and the Refresh button.
const loadLedger = useCallback(async () => {
const seq = ++requestSeq.current;
@ -219,11 +377,181 @@ export default function BankTransactionsPage() {
useEffect(() => { loadLedger(); }, [loadLedger]);
const updateTransaction = useCallback((id, patch) => {
setLedger(prev => {
if (!prev) return prev;
return {
...prev,
transactions: prev.transactions.map(tx => (tx.id === id ? { ...tx, ...patch } : tx)),
};
});
}, []);
const handleCategorize = useCallback(async (tx, categoryId) => {
try {
await api.categorizeTransaction(tx.id, { category_id: categoryId, save_rule: false });
const categoryName = categories.find(c => c.id === categoryId)?.name ?? null;
updateTransaction(tx.id, { spending_category_id: categoryId, spending_category_name: categoryName, suggested_match: null });
} catch (err) {
toast.error(err.message || 'Failed to categorize transaction');
}
}, [categories, updateTransaction]);
const handleApplySuggestion = useCallback(async (tx) => {
setApplyingSuggestionId(tx.id);
try {
const result = await api.applyTransactionMerchantMatch(tx.id);
if (result.matched) {
updateTransaction(tx.id, {
spending_category_id: result.category.id,
spending_category_name: result.category.name,
suggested_match: null,
});
toast.success(`Categorized as ${result.category.name}`);
}
} catch (err) {
toast.error(err.message || 'Failed to apply suggestion');
} finally {
setApplyingSuggestionId(null);
}
}, [updateTransaction]);
const handleAutoCategorize = useCallback(async () => {
setAutoCategorizing(true);
try {
const preview = await api.autoCategorizeTransactions({ dry_run: true });
if (!preview?.changes?.length) {
toast.success('No new matches found');
return;
}
setAutoCategorizePreview(preview);
} catch (err) {
toast.error(err.message || 'Failed to preview auto-categorize');
} finally {
setAutoCategorizing(false);
}
}, []);
const handleUndoAutoCategorize = useCallback(async (changes) => {
try {
await Promise.all(changes.map(c => api.categorizeTransaction(c.transaction_id, { category_id: null, save_rule: false })));
toast.success('Auto-categorize undone');
} catch (err) {
toast.error(err.message || 'Failed to undo auto-categorize');
} finally {
loadLedger();
}
}, [loadLedger]);
const handleConfirmAutoCategorize = useCallback(async () => {
setAutoCategorizing(true);
try {
const result = await api.autoCategorizeTransactions();
const changes = result?.changes || [];
setAutoCategorizePreview(null);
await Promise.all([
loadLedger(),
api.categories().then(data => setCategories(data || [])).catch(() => {}),
]);
const count = changes.length;
toast.success(`Categorized ${count} transaction${count === 1 ? '' : 's'}`, {
action: { label: 'Undo', onClick: () => handleUndoAutoCategorize(changes) },
});
} catch (err) {
toast.error(err.message || 'Failed to auto-categorize transactions');
} finally {
setAutoCategorizing(false);
}
}, [loadLedger, handleUndoAutoCategorize]);
const handleConfirmMatch = useCallback(async (billId) => {
if (!matchTarget) return;
setMatchSubmitting(true);
try {
const result = await api.matchTransaction(matchTarget.id, billId);
updateTransaction(matchTarget.id, result.transaction);
setMatchTarget(null);
toast.success('Transaction matched to bill');
} catch (err) {
toast.error(err.message || 'Failed to match transaction');
} finally {
setMatchSubmitting(false);
}
}, [matchTarget, updateTransaction]);
const openCreateBill = useCallback((tx, nameOverride) => {
const amount = Math.abs(Number(tx.amount || 0)) / 100;
const dateStr = transactionDate(tx);
const day = dateStr ? parseInt(dateStr.slice(8, 10), 10) : 1;
setCreateBillSourceTx({
tx,
initialBill: {
name: nameOverride || transactionTitle(tx),
expected_amount: amount || 0,
due_day: day >= 1 && day <= 31 ? day : 1,
billing_cycle: 'monthly',
cycle_type: 'monthly',
cycle_day: '1',
active: 1,
},
});
}, []);
const handleBillCreated = useCallback(async (newBill) => {
const tx = createBillSourceTx?.tx;
setCreateBillSourceTx(null);
setMatchTarget(null);
if (tx && newBill?.id) {
try {
const result = await api.matchTransaction(tx.id, newBill.id);
updateTransaction(tx.id, result.transaction);
toast.success('Bill created and matched to transaction');
} catch (err) {
toast.error(err.message || 'Bill created but match failed');
}
}
api.bills().then(data => setBills(data || [])).catch(() => {});
}, [createBillSourceTx, updateTransaction]);
const handleUnmatch = useCallback(async (tx) => {
try {
const result = await api.unmatchTransaction(tx.id);
updateTransaction(tx.id, result.transaction);
toast.success('Transaction unmatched');
} catch (err) {
toast.error(err.message || 'Failed to unmatch transaction');
loadLedger();
}
}, [updateTransaction, loadLedger]);
const handleIgnore = useCallback(async (tx) => {
try {
const transaction = await api.ignoreTransaction(tx.id);
updateTransaction(tx.id, transaction);
} catch (err) {
toast.error(err.message || 'Failed to ignore transaction');
loadLedger();
}
}, [updateTransaction, loadLedger]);
const handleUnignore = useCallback(async (tx) => {
try {
const transaction = await api.unignoreTransaction(tx.id);
updateTransaction(tx.id, transaction);
} catch (err) {
toast.error(err.message || 'Failed to unignore transaction');
loadLedger();
}
}, [updateTransaction, loadLedger]);
const accounts = ledger?.accounts || [];
const transactions = ledger?.transactions || [];
const summary = ledger?.summary || {};
const total = Number(ledger?.total || 0);
const totalPages = Math.max(1, Math.ceil(total / PAGE_SIZE));
const categoryBreakdown = summary.category_breakdown || [];
const maxCategoryTotal = categoryBreakdown.reduce((max, c) => Math.max(max, Number(c.total || 0)), 0) || 1;
const dateGroups = useMemo(() => groupByDate(transactions, sortBy), [transactions, sortBy]);
// If a filter shrinks the result set below the current page, snap back to
// the last real page instead of stranding the user on an empty one.
@ -236,6 +564,99 @@ export default function BankTransactionsPage() {
}, [ledger?.sources]);
const connected = Boolean(ledger?.enabled && ledger?.has_connections);
const selectedTransactions = useMemo(
() => transactions.filter(tx => selectedIds.has(tx.id)),
[transactions, selectedIds],
);
const allOnPageSelected = transactions.length > 0 && transactions.every(tx => selectedIds.has(tx.id));
const toggleSelected = useCallback((id) => {
setSelectedIds(prev => {
const next = new Set(prev);
if (next.has(id)) next.delete(id); else next.add(id);
return next;
});
}, []);
const toggleSelectAll = useCallback(() => {
setSelectedIds(prev => {
if (transactions.length > 0 && transactions.every(tx => prev.has(tx.id))) return new Set();
return new Set(transactions.map(tx => tx.id));
});
}, [transactions]);
const handleBulkApplySuggestions = useCallback(async () => {
const targets = selectedTransactions.filter(tx => tx.suggested_match && !tx.spending_category_id);
if (targets.length === 0) return;
setBulkActing(true);
try {
const results = await Promise.allSettled(targets.map(tx => api.applyTransactionMerchantMatch(tx.id)));
let applied = 0;
results.forEach((r, i) => {
if (r.status === 'fulfilled' && r.value?.matched) {
updateTransaction(targets[i].id, {
spending_category_id: r.value.category.id,
spending_category_name: r.value.category.name,
suggested_match: null,
});
applied++;
}
});
toast.success(`Applied suggestions to ${applied} of ${targets.length}`);
if (applied < targets.length) loadLedger();
} finally {
setBulkActing(false);
setSelectedIds(new Set());
}
}, [selectedTransactions, updateTransaction, loadLedger]);
const handleBulkCategorize = useCallback(async (categoryId) => {
const targets = selectedTransactions;
if (targets.length === 0) return;
const categoryName = categories.find(c => c.id === categoryId)?.name ?? null;
setBulkActing(true);
try {
const results = await Promise.allSettled(
targets.map(tx => api.categorizeTransaction(tx.id, { category_id: categoryId, save_rule: false })),
);
let applied = 0;
results.forEach((r, i) => {
if (r.status === 'fulfilled') {
updateTransaction(targets[i].id, { spending_category_id: categoryId, spending_category_name: categoryName, suggested_match: null });
applied++;
}
});
toast.success(`Categorized ${applied} of ${targets.length}`);
if (applied < targets.length) loadLedger();
} finally {
setBulkActing(false);
setSelectedIds(new Set());
}
}, [selectedTransactions, categories, updateTransaction, loadLedger]);
const handleBulkIgnoreToggle = useCallback(async (ignore) => {
const targets = selectedTransactions;
if (targets.length === 0) return;
setBulkActing(true);
try {
const results = await Promise.allSettled(
targets.map(tx => (ignore ? api.ignoreTransaction(tx.id) : api.unignoreTransaction(tx.id))),
);
let applied = 0;
results.forEach((r, i) => {
if (r.status === 'fulfilled') {
updateTransaction(targets[i].id, r.value);
applied++;
}
});
toast.success(`${ignore ? 'Ignored' : 'Unignored'} ${applied} of ${targets.length}`);
if (applied < targets.length) loadLedger();
} finally {
setBulkActing(false);
setSelectedIds(new Set());
}
}, [selectedTransactions, updateTransaction, loadLedger]);
// A failed request must never masquerade as "not connected" — without this,
// a transient API error told users with working bank sync to go connect it.
if (!loading && error && !ledger) {
@ -314,6 +735,10 @@ export default function BankTransactionsPage() {
<span className="font-medium text-muted-foreground">Last sync </span>
<span className="font-semibold text-foreground">{formatSyncTime(latestSync)}</span>
</div>
<Button type="button" variant="outline" onClick={handleAutoCategorize} disabled={autoCategorizing}>
<Sparkles className={cn('h-4 w-4', autoCategorizing && 'animate-pulse')} />
Auto-categorize
</Button>
<Button type="button" variant="outline" onClick={loadLedger} disabled={loading}>
<RefreshCw className={cn('h-4 w-4', loading && 'animate-spin')} />
Refresh
@ -359,6 +784,47 @@ export default function BankTransactionsPage() {
/>
</section>
{categoryBreakdown.length > 0 && (
<section className="flex gap-3 overflow-x-auto pb-1">
{categoryBreakdown.map(cat => {
const tone = categoryColor(cat.name);
const pct = Math.max(4, Math.round((Number(cat.total || 0) / maxCategoryTotal) * 100));
const isUncategorized = cat.name === 'Uncategorized';
const active = isUncategorized
? flow === 'uncategorized'
: search.trim().toLowerCase() === cat.name.toLowerCase();
return (
<button
key={cat.name}
type="button"
onClick={() => {
if (isUncategorized) {
setSearch('');
setFlow(prev => (prev === 'uncategorized' ? 'all' : 'uncategorized'));
return;
}
setSearch(prev => (prev.trim().toLowerCase() === cat.name.toLowerCase() ? '' : cat.name));
}}
className={cn(
'flex min-w-[160px] shrink-0 flex-col gap-1.5 rounded-lg border p-3 text-left transition-shadow',
tone.border, tone.bg,
active && 'ring-2 ring-primary/50',
)}
>
<div className="flex items-center justify-between gap-2">
<span className={cn('truncate text-sm font-semibold', tone.text)}>{cat.name}</span>
<span className="text-xs font-medium text-muted-foreground">{cat.count}</span>
</div>
<span className="tracker-number text-sm font-bold text-foreground">{formatCents(cat.total)}</span>
<div className="h-1.5 w-full overflow-hidden rounded-full bg-background/60">
<div className={cn('h-full rounded-full', tone.bar)} style={{ width: `${pct}%` }} />
</div>
</button>
);
})}
</section>
)}
{accounts.length > 0 && (
<section className="grid gap-3 md:grid-cols-2 xl:grid-cols-3">
{accounts.map(account => (
@ -452,83 +918,158 @@ export default function BankTransactionsPage() {
</Button>
</div>
{selectedIds.size > 0 && (
<div className="flex flex-wrap items-center gap-2 rounded-lg border border-primary/30 bg-primary/5 p-3 shadow-sm">
<span className="text-sm font-medium text-foreground">{selectedIds.size} selected</span>
<Button type="button" variant="outline" size="sm" disabled={bulkActing} onClick={handleBulkApplySuggestions}>
<Sparkles className="h-3.5 w-3.5" />
Apply suggestions
</Button>
<CategoryPicker categories={categories} current={null} onSelect={categoryId => handleBulkCategorize(categoryId)} />
<Button type="button" variant="outline" size="sm" disabled={bulkActing} onClick={() => handleBulkIgnoreToggle(true)}>
<EyeOff className="h-3.5 w-3.5" />
Ignore
</Button>
<Button type="button" variant="outline" size="sm" disabled={bulkActing} onClick={() => handleBulkIgnoreToggle(false)}>
<Eye className="h-3.5 w-3.5" />
Unignore
</Button>
<Button type="button" variant="ghost" size="sm" className="ml-auto" disabled={bulkActing} onClick={() => setSelectedIds(new Set())}>
Clear selection
</Button>
</div>
)}
<div className="hidden overflow-hidden rounded-lg border border-border/70 bg-card/85 shadow-sm lg:block">
<Table>
<TableHeader>
<TableRow className="bg-muted/35 hover:bg-muted/35">
<TableHead className="w-10">
<Checkbox checked={allOnPageSelected} onCheckedChange={toggleSelectAll} aria-label="Select all transactions on this page" />
</TableHead>
<TableHead className="w-32">Date</TableHead>
<TableHead>Merchant</TableHead>
<TableHead>Account</TableHead>
<TableHead>Category</TableHead>
<TableHead>Status</TableHead>
<TableHead className="text-right">Amount</TableHead>
<TableHead className="w-12"></TableHead>
</TableRow>
</TableHeader>
<TableBody>
{loading && transactions.length === 0 && (
<TableRow>
<TableCell colSpan={5} className="py-10 text-center text-muted-foreground">Loading transactions...</TableCell>
</TableRow>
Array.from({ length: 6 }).map((_, i) => (
<TableRow key={`skeleton-${i}`}>
{Array.from({ length: TABLE_COLUMN_COUNT }).map((__, j) => (
<TableCell key={j}><Skeleton variant="line" /></TableCell>
))}
</TableRow>
))
)}
{!loading && transactions.length === 0 && (
<TableRow>
<TableCell colSpan={5} className="py-10 text-center text-muted-foreground">No transactions found.</TableCell>
<TableCell colSpan={TABLE_COLUMN_COUNT} className="py-10 text-center text-muted-foreground">No transactions found.</TableCell>
</TableRow>
)}
{transactions.map(tx => {
const cents = Number(tx.amount || 0);
const isCredit = cents > 0;
return (
<TableRow key={tx.id}>
<TableCell className="text-muted-foreground">{fmtDate(transactionDate(tx))}</TableCell>
<TableCell>
<div className="min-w-0">
<p className="truncate font-semibold text-foreground">{transactionTitle(tx)}</p>
<p className="truncate text-xs font-medium text-muted-foreground">
{[tx.memo, tx.category].filter(Boolean).join(' - ') || tx.description || 'SimpleFIN'}
</p>
</div>
</TableCell>
<TableCell>
<div className="min-w-0">
<p className="truncate text-sm font-semibold text-foreground">
{[tx.account_org_name, tx.account_name].filter(Boolean).join(' - ') || 'Account'}
</p>
<p className="truncate text-xs font-medium text-muted-foreground">{tx.account_type || tx.currency || 'Bank'}</p>
</div>
</TableCell>
<TableCell>
<div className="flex flex-wrap gap-2">
<StatusBadge tx={tx} />
{tx.matched_bill_name && (
<Badge className="border-indigo-300/50 bg-indigo-400/15 text-indigo-700 dark:text-indigo-200">
<Link2 className="mr-1 h-3 w-3" />
{tx.matched_bill_name}
</Badge>
)}
</div>
</TableCell>
<TableCell className={cn('tracker-number text-right font-bold', isCredit ? 'text-emerald-600 dark:text-emerald-300' : 'text-rose-600 dark:text-rose-300')}>
{formatCents(cents, { signed: true })}
</TableCell>
</TableRow>
);
})}
{(dateGroups ?? [{ label: null, items: transactions }]).map((group, gi) => (
<Fragment key={group.label ?? gi}>
{group.label && (
<TableRow className="bg-muted/20 hover:bg-muted/20">
<TableCell colSpan={TABLE_COLUMN_COUNT} className="py-1.5 text-xs font-semibold uppercase tracking-wide text-muted-foreground">
{group.label}
</TableCell>
</TableRow>
)}
{group.items.map(tx => {
const cents = Number(tx.amount || 0);
const isCredit = cents > 0;
return (
<TableRow key={tx.id} data-state={selectedIds.has(tx.id) ? 'selected' : undefined}>
<TableCell>
<Checkbox checked={selectedIds.has(tx.id)} onCheckedChange={() => toggleSelected(tx.id)} aria-label="Select transaction" />
</TableCell>
<TableCell className="text-muted-foreground">{fmtDate(transactionDate(tx))}</TableCell>
<TableCell>
<div className="flex min-w-0 items-center gap-2.5">
<MerchantAvatar tx={tx} />
<div className="min-w-0">
<p className="truncate font-semibold text-foreground">{transactionTitle(tx)}</p>
<p className="truncate text-xs font-medium text-muted-foreground">
{[tx.memo, tx.category].filter(Boolean).join(' - ') || tx.description || 'SimpleFIN'}
</p>
</div>
</div>
</TableCell>
<TableCell>
<div className="min-w-0">
<p className="truncate text-sm font-semibold text-foreground">
{[tx.account_org_name, tx.account_name].filter(Boolean).join(' - ') || 'Account'}
</p>
<p className="truncate text-xs font-medium text-muted-foreground">{tx.account_type || tx.currency || 'Bank'}</p>
</div>
</TableCell>
<TableCell>
<CategoryPicker categories={categories} current={tx.spending_category_id} onSelect={categoryId => handleCategorize(tx, categoryId)} />
<SuggestionBadge tx={tx} onApply={handleApplySuggestion} applying={applyingSuggestionId === tx.id} />
</TableCell>
<TableCell>
<div className="flex flex-wrap gap-2">
<StatusBadge tx={tx} />
{tx.matched_bill_name && (
<Badge className="border-indigo-300/50 bg-indigo-400/15 text-indigo-700 dark:text-indigo-200">
<Link2 className="mr-1 h-3 w-3" />
{tx.matched_bill_name}
</Badge>
)}
</div>
</TableCell>
<TableCell className={cn('tracker-number text-right font-bold', isCredit ? 'text-emerald-600 dark:text-emerald-300' : 'text-rose-600 dark:text-rose-300')}>
{formatCents(cents, { signed: true })}
</TableCell>
<TableCell>
<RowActionsMenu tx={tx} onMatch={setMatchTarget} onUnmatch={handleUnmatch} onIgnore={handleIgnore} onUnignore={handleUnignore} />
</TableCell>
</TableRow>
);
})}
</Fragment>
))}
</TableBody>
</Table>
</div>
<div className="grid gap-3 lg:hidden">
{loading && transactions.length === 0 && (
<div className="rounded-lg border border-border/70 bg-card/85 p-8 text-center text-sm font-medium text-muted-foreground">
Loading transactions...
</div>
Array.from({ length: 4 }).map((_, i) => <Skeleton key={`skeleton-${i}`} variant="card" />)
)}
{!loading && transactions.length === 0 && (
<div className="rounded-lg border border-border/70 bg-card/85 p-8 text-center text-sm font-medium text-muted-foreground">
No transactions found.
</div>
)}
{transactions.map(tx => <TransactionMobileCard key={tx.id} tx={tx} />)}
{(dateGroups ?? [{ label: null, items: transactions }]).map((group, gi) => (
<div key={group.label ?? gi} className="space-y-3">
{group.label && (
<p className="px-1 text-xs font-semibold uppercase tracking-wide text-muted-foreground">{group.label}</p>
)}
{group.items.map(tx => (
<TransactionMobileCard
key={tx.id}
tx={tx}
categories={categories}
onCategorize={handleCategorize}
onApplySuggestion={handleApplySuggestion}
applyingSuggestionId={applyingSuggestionId}
onMatch={setMatchTarget}
onUnmatch={handleUnmatch}
onIgnore={handleIgnore}
onUnignore={handleUnignore}
selected={selectedIds.has(tx.id)}
onToggleSelected={toggleSelected}
/>
))}
</div>
))}
</div>
<div className="flex flex-col gap-3 rounded-lg border border-border/70 bg-card/85 px-4 py-3 shadow-sm sm:flex-row sm:items-center sm:justify-between">
@ -562,6 +1103,59 @@ export default function BankTransactionsPage() {
</div>
</div>
</section>
<MatchBillDialog
open={!!matchTarget}
onOpenChange={open => { if (!open) setMatchTarget(null); }}
transaction={matchTarget}
bills={bills}
loading={matchSubmitting}
onConfirm={handleConfirmMatch}
onCreateBill={openCreateBill}
/>
{createBillSourceTx && (
<BillModal
key={`create-from-tx-${createBillSourceTx.tx.id}`}
initialBill={createBillSourceTx.initialBill}
categories={categories}
onClose={() => setCreateBillSourceTx(null)}
onSave={handleBillCreated}
/>
)}
<Dialog open={!!autoCategorizePreview} onOpenChange={open => { if (!open) setAutoCategorizePreview(null); }}>
<DialogContent>
<DialogHeader>
<DialogTitle>Auto-categorize transactions</DialogTitle>
<DialogDescription>
{autoCategorizePreview?.changes?.length} transaction{autoCategorizePreview?.changes?.length === 1 ? '' : 's'} will be
categorized based on the merchant/store reference list. This also saves merchant
rules, so future transactions from these merchants will be categorized
automatically too.
</DialogDescription>
</DialogHeader>
<div className="flex flex-wrap gap-2">
{(autoCategorizePreview?.categories || []).map(cat => {
const tone = categoryColor(cat.name);
return (
<Badge key={cat.name} className={cn(tone.border, tone.bg, tone.text)}>
{cat.name} · {cat.count}
</Badge>
);
})}
</div>
<DialogFooter>
<Button type="button" variant="outline" onClick={() => setAutoCategorizePreview(null)}>
Cancel
</Button>
<Button type="button" onClick={handleConfirmAutoCategorize} disabled={autoCategorizing}>
<Sparkles className={cn('h-4 w-4', autoCategorizing && 'animate-pulse')} />
Apply
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</div>
);
}

56
client/pages/SpendingPage.jsx
View File

@ -4,6 +4,7 @@ import { ChevronLeft, ChevronRight, ChevronDown, Tag, ReceiptText, TrendingDown,
import { api } from '@/api';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
import { CategoryPicker } from '@/components/transactions/CategoryPicker';
const MONTH_NAMES = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec'];
@ -18,61 +19,6 @@ function pctBar(amount, budget) {
return { pct, over };
}
// ── Category picker dropdown ─────────────────────────────────────────────────
function CategoryPicker({ categories, current, onSelect }) {
const [open, setOpen] = useState(false);
const ref = useRef(null);
useEffect(() => {
if (!open) return;
const close = e => { if (ref.current && !ref.current.contains(e.target)) setOpen(false); };
document.addEventListener('mousedown', close);
return () => document.removeEventListener('mousedown', close);
}, [open]);
const currentCat = categories.find(c => c.id === current);
return (
<div ref={ref} className="relative">
<button
type="button"
onClick={() => setOpen(v => !v)}
className="flex items-center gap-1.5 rounded-md border border-border/60 bg-background px-2 py-1 text-xs text-muted-foreground hover:border-primary/40 hover:text-foreground transition-colors"
>
<Tag className="h-3 w-3 shrink-0" />
<span className="max-w-[100px] truncate">{currentCat?.name ?? 'Uncategorized'}</span>
</button>
{open && (
<div className="absolute right-0 top-full z-50 mt-1 w-48 rounded-lg border border-border/60 bg-popover shadow-lg overflow-hidden">
<button
type="button"
onMouseDown={e => { e.preventDefault(); onSelect(null, false); setOpen(false); }}
className="w-full px-3 py-2 text-left text-xs text-muted-foreground hover:bg-muted/50 transition-colors"
>
— Uncategorized
</button>
{categories.length === 0 ? (
<p className="px-3 py-2 text-xs text-muted-foreground italic">
No spending categories. Enable some in Categories.
</p>
) : categories.map(cat => (
<button
key={cat.id}
type="button"
onMouseDown={e => { e.preventDefault(); onSelect(cat.id, false); setOpen(false); }}
className={`w-full px-3 py-2 text-left text-xs hover:bg-muted/50 transition-colors ${cat.id === current ? 'text-primary font-medium' : ''}`}
>
{cat.name}
</button>
))}
</div>
)}
</div>
);
}
// ── Transaction row ──────────────────────────────────────────────────────────
function TxRow({ tx, categories, onCategorize }) {

66
db/database.js
View File

@ -472,6 +472,64 @@ function runAdvisoryFiltersMigration(database) {
}
}
function runMerchantStoreMatchMigration(database) {
database.exec(`
CREATE TABLE IF NOT EXISTS merchant_store_matches (
id TEXT PRIMARY KEY,
entry_kind TEXT NOT NULL,
canonical_merchant_id TEXT NOT NULL,
canonical_name TEXT NOT NULL,
display_name TEXT NOT NULL,
category TEXT NOT NULL,
merchant_type TEXT,
scope TEXT NOT NULL,
priority INTEGER NOT NULL DEFAULT 0,
match_patterns TEXT NOT NULL,
negative_patterns TEXT,
locality_city TEXT,
locality_state TEXT
);
CREATE INDEX IF NOT EXISTS idx_merchant_store_matches_canonical
ON merchant_store_matches(canonical_merchant_id);
`);
const count = database.prepare('SELECT COUNT(*) as n FROM merchant_store_matches').get();
if (count.n === 0) {
const jsonPath = path.join(__dirname, '..', 'docs', 'merchant_store_match_us_nems_online_5k_v0_2.json');
const raw = fs.readFileSync(jsonPath, 'utf8');
const data = JSON.parse(raw);
const insertEntry = database.prepare(`
INSERT INTO merchant_store_matches
(id, entry_kind, canonical_merchant_id, canonical_name, display_name, category,
merchant_type, scope, priority, match_patterns, negative_patterns,
locality_city, locality_state)
VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?)
`);
const insertEntries = database.transaction((rows) => {
for (const row of rows) {
insertEntry.run(
row.id,
row.entry_kind,
row.canonical_merchant_id,
row.canonical_name,
row.display_name,
row.category,
row.merchant_type || null,
row.scope,
row.priority || 0,
JSON.stringify(row.match_patterns || []),
JSON.stringify(row.negative_patterns || []),
row.locality?.city || null,
row.locality?.state || null,
);
}
});
insertEntries(data.merchant_store_entries || []);
console.log(`[migration] merchant_store_matches: seeded ${(data.merchant_store_entries || []).length} rows`);
}
}
function runSubscriptionCatalogMigration(database) {
database.exec(`
CREATE TABLE IF NOT EXISTS subscription_catalog (
@ -3407,6 +3465,14 @@ function runMigrations() {
console.log('[v1.04] bill_templates.data money fields converted to integer cents');
}
},
{
version: 'v1.05',
description: 'merchant_store_matches: 5k merchant/store matching pack for bank transaction categorization',
dependsOn: ['v1.04'],
run: function() {
runMerchantStoreMatchMigration(db);
}
},
];
// ── users: notification columns ───────────────────────────────────────────

138909
docs/merchant_store_match_us_nems_online_5k_v0_2.json Normal file
View File

File diff suppressed because it is too large Load Diff

92
routes/transactions.js
View File

@ -15,6 +15,12 @@ const {
unmatchTransaction,
} = require('../services/transactionMatchService');
const { reactivatePaymentsOverriddenBy } = require('../services/paymentAccountingService');
const {
findMerchantMatch,
applyMerchantStoreMatches,
findOrCreateCategory,
} = require('../services/merchantStoreMatchService');
const { categorizeTransaction } = require('../services/spendingService');
const { todayLocal } = require('../utils/dates');
const { roundMoney } = require('../utils/money');
@ -288,6 +294,7 @@ function emptyBankLedger(enabled, hasConnections = false) {
matched: 0,
unmatched: 0,
latest_date: null,
category_breakdown: [],
},
transactions: [],
total: 0,
@ -313,8 +320,8 @@ function bankLedgerWhere(query, userId) {
}
const flow = query.flow ? String(query.flow).trim() : 'all';
if (!['all', 'in', 'out', 'pending', 'matched', 'unmatched', 'ignored'].includes(flow)) {
return { error: standardizeError('flow must be all, in, out, pending, matched, unmatched, or ignored', 'VALIDATION_ERROR', 'flow') };
if (!['all', 'in', 'out', 'pending', 'matched', 'unmatched', 'ignored', 'uncategorized'].includes(flow)) {
return { error: standardizeError('flow must be all, in, out, pending, matched, unmatched, ignored, or uncategorized', 'VALIDATION_ERROR', 'flow') };
}
if (flow === 'in') where.push('t.amount > 0');
if (flow === 'out') where.push('t.amount < 0');
@ -322,6 +329,7 @@ function bankLedgerWhere(query, userId) {
if (flow === 'matched') where.push("t.match_status = 'matched'");
if (flow === 'unmatched') where.push("t.match_status = 'unmatched' AND t.ignored = 0");
if (flow === 'ignored') where.push('t.ignored = 1');
if (flow === 'uncategorized') where.push('t.spending_category_id IS NULL AND t.amount < 0 AND t.ignored = 0');
if (query.start_date) {
const parsed = parseDate(query.start_date, 'start_date');
@ -340,9 +348,9 @@ function bankLedgerWhere(query, userId) {
const q = `%${String(query.q).trim()}%`;
where.push(`(
t.description LIKE ? OR t.payee LIKE ? OR t.memo LIKE ? OR t.category LIKE ?
OR fa.name LIKE ? OR fa.org_name LIKE ? OR b.name LIKE ?
OR fa.name LIKE ? OR fa.org_name LIKE ? OR b.name LIKE ? OR c.name LIKE ?
)`);
params.push(q, q, q, q, q, q, q);
params.push(q, q, q, q, q, q, q, q);
}
return { whereClause: where.join(' AND '), params };
@ -531,6 +539,7 @@ router.get('/bank-ledger', (req, res) => {
JOIN data_sources ds ON ds.id = t.data_source_id AND ds.user_id = t.user_id
LEFT JOIN financial_accounts fa ON fa.id = t.account_id AND fa.user_id = t.user_id
LEFT JOIN bills b ON b.id = t.matched_bill_id AND b.user_id = t.user_id AND b.deleted_at IS NULL
LEFT JOIN categories c ON c.id = t.spending_category_id
`;
const summary = db.prepare(`
@ -547,6 +556,18 @@ router.get('/bank-ledger', (req, res) => {
WHERE ${filtered.whereClause}
`).get(...filtered.params);
summary.category_breakdown = db.prepare(`
SELECT
COALESCE(c.name, 'Uncategorized') AS name,
COUNT(*) AS count,
COALESCE(SUM(CASE WHEN t.amount < 0 THEN ABS(t.amount) ELSE 0 END), 0) AS total
${joins}
WHERE ${filtered.whereClause}
GROUP BY COALESCE(c.name, 'Uncategorized')
ORDER BY total DESC
LIMIT 6
`).all(...filtered.params);
const total = summary.total;
const rows = db.prepare(`
SELECT
@ -554,6 +575,7 @@ router.get('/bank-ledger', (req, res) => {
t.source_type, t.transaction_type, t.posted_date, t.transacted_at, t.amount,
t.currency, t.description, t.payee, t.memo, t.category, t.matched_bill_id,
t.match_status, t.ignored, t.pending, t.created_at, t.updated_at,
t.spending_category_id, c.name AS spending_category_name,
ds.type AS data_source_type, ds.provider AS data_source_provider,
ds.name AS data_source_name, ds.status AS data_source_status,
fa.name AS account_name, fa.org_name AS account_org_name,
@ -572,7 +594,13 @@ router.get('/bank-ledger', (req, res) => {
sources,
accounts,
summary,
transactions: rows.map(row => decorateTransaction(row)),
transactions: rows.map(row => {
const decorated = decorateTransaction(row);
if (!row.spending_category_id) {
decorated.suggested_match = findMerchantMatch(db, row.payee || row.description || row.memo || '');
}
return decorated;
}),
total,
limit: page.limit,
offset: page.offset,
@ -810,4 +838,58 @@ router.post('/:id/unignore', (req, res) => {
}
});
// GET /api/transactions/:id/merchant-match
router.get('/:id/merchant-match', (req, res) => {
try {
const db = getDb();
const id = parseInteger(req.params.id, 'id');
if (id.error) return res.status(400).json(id.error);
const existing = getTransactionForUser(db, req.user.id, id.value);
if (!existing) return res.status(404).json(standardizeError('Transaction not found', 'NOT_FOUND', 'id'));
const match = findMerchantMatch(db, existing.payee || existing.description || existing.memo || '');
res.json({ match });
} catch (err) {
return sendTransactionServiceError(res, err, 'Failed to look up merchant match');
}
});
// POST /api/transactions/:id/apply-merchant-match
router.post('/:id/apply-merchant-match', (req, res) => {
try {
const db = getDb();
const id = parseInteger(req.params.id, 'id');
if (id.error) return res.status(400).json(id.error);
const existing = getTransactionForUser(db, req.user.id, id.value);
if (!existing) return res.status(404).json(standardizeError('Transaction not found', 'NOT_FOUND', 'id'));
const match = findMerchantMatch(db, existing.payee || existing.description || existing.memo || '');
if (!match) return res.json({ matched: false });
const categoryId = findOrCreateCategory(db, req.user.id, match.category);
categorizeTransaction(db, req.user.id, id.value, categoryId, true);
res.json({
matched: true,
category: { id: categoryId, name: match.category },
display_name: match.display_name,
});
} catch (err) {
return sendTransactionServiceError(res, err, 'Failed to apply merchant match');
}
});
// POST /api/transactions/auto-categorize
router.post('/auto-categorize', (req, res) => {
try {
const db = getDb();
const result = applyMerchantStoreMatches(db, req.user.id, { dryRun: Boolean(req.body?.dry_run) });
res.json(result);
} catch (err) {
return sendTransactionServiceError(res, err, 'Failed to auto-categorize transactions');
}
});
module.exports = router;

7
services/bankSyncService.js
View File

@ -12,7 +12,9 @@ const { getBankSyncConfig, SYNC_DAYS_EFFECTIVE, SYNC_DAYS_DEFAULT } = require('.
const { decorateDataSource } = require('./transactionService');
const { applyMerchantRules } = require('./billMerchantRuleService');
const { applySpendingCategoryRules } = require('./spendingService');
const { applyMerchantStoreMatches } = require('./merchantStoreMatchService');
const { autoMatchForUser } = require('./matchSuggestionService');
const { getUserSettings } = require('./userSettings');
function sinceEpochDays(days) {
return Math.floor((Date.now() - days * 86400 * 1000) / 1000);
@ -197,6 +199,11 @@ async function runSync(db, userId, dataSource, { days, debug = false } = {}) {
// Apply stored merchant→bill rules, then spending category rules, then score-based auto-match
const { matched: autoMatched, matched_bills: matchedBills, late_attributions: lateAttributions } = applyMerchantRules(db, userId);
try { applySpendingCategoryRules(db, userId); } catch { /* non-blocking */ }
try {
if (getUserSettings(userId).bank_auto_categorize_merchants !== 'false') {
applyMerchantStoreMatches(db, userId);
}
} catch { /* non-blocking */ }
try { autoMatchForUser(userId); } catch { /* non-blocking */ }
if (debug) console.log(`[bankSync:debug] Source #${dataSource.id}: auto-matched ${autoMatched} transaction(s)`);

157
services/merchantStoreMatchService.js Normal file
View File

@ -0,0 +1,157 @@
'use strict';
const { categorizeTransaction } = require('./spendingService');
// Mirrors the pack's match_order_recommendation: regional descriptor variants
// (most specific — tied to a city/county) are checked first, then online
// billing descriptors (PAYPAL/STRIPE/APPLE.COM/BILL/etc.), then canonical
// national merchants as the fallback.
const ENTRY_KIND_ORDER = {
regional_descriptor_variant: 0,
online_billing_descriptor_variant: 1,
canonical_merchant: 2,
};
let _entries = null;
function maxPatternLength(patterns) {
return patterns.reduce((max, p) => Math.max(max, p.length), 0);
}
// Lazily load and pre-sort all merchant_store_matches rows. Cached for the
// lifetime of the process — this is static reference data seeded once by the
// v1.05 migration.
function loadMerchantMatchEntries(db) {
if (_entries) return _entries;
const rows = db.prepare(`
SELECT id, entry_kind, canonical_merchant_id, canonical_name, display_name,
category, merchant_type, scope, priority, match_patterns, negative_patterns,
locality_city, locality_state
FROM merchant_store_matches
`).all();
_entries = rows.map(row => ({
...row,
match_patterns: JSON.parse(row.match_patterns || '[]'),
negative_patterns: JSON.parse(row.negative_patterns || '[]'),
}));
_entries.sort((a, b) => {
const orderA = ENTRY_KIND_ORDER[a.entry_kind] ?? 99;
const orderB = ENTRY_KIND_ORDER[b.entry_kind] ?? 99;
if (orderA !== orderB) return orderA - orderB;
if (b.priority !== a.priority) return b.priority - a.priority;
return maxPatternLength(b.match_patterns) - maxPatternLength(a.match_patterns);
});
return _entries;
}
// Apply the pack's normalization rules: uppercase, "&" -> "AND", strip
// apostrophes/punctuation, collapse whitespace. match_patterns in the pack
// are pre-normalized to this same shape (e.g. "THE CHILDREN S PLACE").
function normalizeForMatch(value) {
return String(value || '')
.toUpperCase()
.replace(/&/g, ' AND ')
.replace(/['’]/g, '')
.replace(/[^A-Z0-9\s]/g, ' ')
.replace(/\s+/g, ' ')
.trim();
}
// Find the best merchant/store match for a raw transaction description.
// Returns { entry_id, canonical_name, display_name, category, scope, priority } or null.
function findMerchantMatch(db, description) {
const normalized = normalizeForMatch(description);
if (!normalized) return null;
const entries = loadMerchantMatchEntries(db);
for (const entry of entries) {
if (entry.negative_patterns.some(p => normalized.includes(p))) continue;
if (entry.match_patterns.some(p => p && normalized.includes(p))) {
return {
entry_id: entry.id,
canonical_name: entry.canonical_name,
display_name: entry.display_name,
category: entry.category,
scope: entry.scope,
priority: entry.priority,
};
}
}
return null;
}
// Find-or-create a spending category by name for this user, matching the
// COLLATE NOCASE convention used by ensureUserDefaultCategories (db/database.js).
function findOrCreateCategory(db, userId, name) {
const existing = db.prepare('SELECT id FROM categories WHERE user_id = ? AND name = ? COLLATE NOCASE')
.get(userId, name);
if (existing) return existing.id;
const result = db.prepare('INSERT INTO categories (user_id, name) VALUES (?, ?)').run(userId, name);
return result.lastInsertRowid;
}
// Scan the user's uncategorized outflows, apply merchant/store pack matches,
// and categorize them (writing spending_category_rules so future syncs hit
// the cheaper rule path instead of rescanning the full pack).
//
// With { dryRun: true }, computes the same matches without writing anything
// (no categories created, no transactions updated) — used to preview an
// auto-categorize run before applying it.
//
// Returns { updated: number, categories: [{ name, count }], changes: [{ transaction_id, display_name, category }] }.
function applyMerchantStoreMatches(db, userId, { dryRun = false } = {}) {
const txRows = db.prepare(`
SELECT id, payee, description, memo
FROM transactions
WHERE user_id = ?
AND amount < 0
AND ignored = 0
AND match_status != 'matched'
AND spending_category_id IS NULL
`).all(userId);
if (txRows.length === 0) return { updated: 0, categories: [], changes: [] };
const categoryCounts = new Map(); // category name -> count
const changes = [];
let updated = 0;
const apply = () => {
for (const tx of txRows) {
const match = findMerchantMatch(db, tx.payee || tx.description || tx.memo || '');
if (!match) continue;
if (!dryRun) {
const categoryId = findOrCreateCategory(db, userId, match.category);
categorizeTransaction(db, userId, tx.id, categoryId, true);
}
updated++;
changes.push({ transaction_id: tx.id, display_name: match.display_name, category: match.category });
categoryCounts.set(match.category, (categoryCounts.get(match.category) || 0) + 1);
}
};
if (dryRun) {
apply();
} else {
db.transaction(apply)();
}
return {
updated,
categories: [...categoryCounts.entries()].map(([name, count]) => ({ name, count })),
changes,
};
}
module.exports = {
loadMerchantMatchEntries,
normalizeForMatch,
findMerchantMatch,
findOrCreateCategory,
applyMerchantStoreMatches,
};

2
services/userSettings.js
View File

@ -21,10 +21,12 @@ const USER_SETTING_KEYS = [
'tracker_show_overdue_command_center',
'tracker_show_drift_insights',
'tracker_table_columns',
'bank_auto_categorize_merchants',
];
const USER_SETTING_DEFAULTS = {
search_bars_collapsed: 'false',
bank_auto_categorize_merchants: 'true',
tracker_show_bank_projection_banner: 'true',
tracker_bank_projection_banner_snoozed_until: '',
tracker_show_search_sort: 'true',