Transaction Filtering:
- Add TransactionFilters helper class to exclude transfer categories from spending reports
- Exclude "Credit Card Payment" and "Banking" categories from dashboard top spending
- Add ExcludeTransfers() extension method for reusable filtering
- Update dashboard header to indicate transfers are excluded
Category Mappings Refactor:
- Split form models into separate AddMappingModel and UpdateMappingModel
- Remove [BindProperty] attributes and use parameter binding instead
- Eliminate cross-validation issues between add/edit forms
- Simplify validation logic by removing manual ModelState cleanup
This fixes the issue where credit card payments were counted as spending
even though they're just transfers between accounts, causing inflated
spending totals on the dashboard.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Features added:
- Cards page with list/create/edit/delete functionality
- EditCard page for modifying card details
- Enhanced CategoryMappings UI with inline add/edit/delete modals
- Category dropdown autocomplete in mapping forms
- Priority badges and visual indicators for high-priority mappings
- Click-to-edit functionality on patterns
Improvements:
- TransactionCategorizer: Add TARGET.COM to online shopping patterns
- TransactionCategorizer: Set Credit Card Payment to priority 200 to catch before Banking
- TransactionCategorizer: Add database migration comments
- Layout: Add Cards link to navigation
- Layout: Fix Bootstrap JS path
- ValidationScriptsPartial: Use Url.Content for script paths
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Created AGENTS.md with detailed documentation covering:
- Project overview and technology stack
- Architecture patterns and service layer design
- Complete domain model documentation
- Service implementations (TransactionImporter, CardResolver, TransactionCategorizer, DashboardService, ReceiptManager, OpenAIReceiptParser)
- Database schema and EF Core configuration
- Key workflows and design patterns
- Security considerations and performance optimizations
- Testing strategies and deployment guidance
Removed unused Privacy.cshtml and Privacy.cshtml.cs pages.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
