Categorisation Rules Management

Rules Management Page

A dedicated page for viewing, editing, and testing the auto-categorisation rules that drive bank import matching. Rules are created automatically when you assign an account during import — this page lets you manage them after the fact.

What’s New

• Full rules table — see every rule at a glance with its name, match condition, target account, priority, and active status.
• Test panel — enter a transaction description and instantly see which rule matches, or whether it would fall through to Suspense (9999).
• Inline active toggle — enable or disable rules without opening an editor. Disabled rules are skipped during import matching.
• Edit modal — change any field on a rule including the match condition, target account, priority, and description.
• Create new rules — add rules manually via the “New Rule” button, not just through import.
• Delete with confirmation — remove rules you no longer need. Existing categorised transactions are unaffected.
• Priority ordering — each rule now displays its priority number. Use the up/down arrows to reorder, or set a specific priority (0–999) in the edit modal. Higher numbers are evaluated first.
• Auto-assigned priorities — new rules automatically receive a priority 10 higher than the current maximum, so they slot in at the top without manual numbering.

Improvements

• Typed API client — the categorisation rules API client now uses proper TypeScript interfaces instead of any types, with full type safety on all methods including the new reorder endpoint.
• Sidebar navigation — “Rules” now appears in the main sidebar between Import and Reports with a filter icon.

Dark Mode

Full semantic token compliance across the rules page, edit modal, delete confirmation, and test panel. No raw colour values.