feat: Dismissed transfers — collapsible section & manual flagging

packages/server/src/db/migrate-dismissed-transfers.ts

@@ -0,0 +1,17 @@
+import Database from 'better-sqlite3';
+
+export function migrateDismissedTransfers(sqlite: Database.Database): void {
+  sqlite.exec(`
+    CREATE TABLE IF NOT EXISTS dismissed_transfers (
+      id INTEGER PRIMARY KEY AUTOINCREMENT,
+      account_id INTEGER NOT NULL REFERENCES accounts(id),
+      signature TEXT NOT NULL,
+      date TEXT NOT NULL,
+      amount REAL NOT NULL,
+      description TEXT NOT NULL,
+      dismissed_at TEXT DEFAULT CURRENT_TIMESTAMP
+    );
+    CREATE UNIQUE INDEX IF NOT EXISTS dismissed_transfers_acct_sig_idx
+      ON dismissed_transfers(account_id, signature);
+  `);
+}

packages/server/src/db/schema.ts

@@ -179,3 +179,16 @@ export const budgetRecurring = sqliteTable('budget_recurring', {
   created_at: text('created_at').default('CURRENT_TIMESTAMP'),
   updated_at: text('updated_at').default('CURRENT_TIMESTAMP'),
 });
+
+// === Dismissed Transfers ===
+export const dismissedTransfers = sqliteTable('dismissed_transfers', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  account_id: integer('account_id').notNull().references(() => accounts.id),
+  signature: text('signature').notNull(),
+  date: text('date').notNull(),
+  amount: real('amount').notNull(),
+  description: text('description').notNull(),
+  dismissed_at: text('dismissed_at').default('CURRENT_TIMESTAMP'),
+}, (table) => [
+  uniqueIndex('dismissed_transfers_acct_sig_idx').on(table.account_id, table.signature),
+]);

packages/server/src/db/seed.ts

@@ -126,6 +126,18 @@ async function seed() {
       declining_rate REAL,
       created_at TEXT DEFAULT CURRENT_TIMESTAMP
     );
+
+    CREATE TABLE IF NOT EXISTS dismissed_transfers (
+      id INTEGER PRIMARY KEY AUTOINCREMENT,
+      account_id INTEGER NOT NULL REFERENCES accounts(id),
+      signature TEXT NOT NULL,
+      date TEXT NOT NULL,
+      amount REAL NOT NULL,
+      description TEXT NOT NULL,
+      dismissed_at TEXT DEFAULT CURRENT_TIMESTAMP
+    );
+    CREATE UNIQUE INDEX IF NOT EXISTS dismissed_transfers_acct_sig_idx
+      ON dismissed_transfers(account_id, signature);
   `);
 
   // --- Categories ---

packages/server/src/index.ts

@@ -14,6 +14,7 @@ import { migrate2FA } from './db/migrate-2fa.js';
 import { migrateCategorySortOrder } from './db/migrate-category-sort-order.js';
 import { migrateTransactionSplits } from './db/migrate-transaction-splits.js';
 import { migrateBudgetTemplatesRecurring } from './db/migrate-budget-templates-recurring.js';
+import { migrateDismissedTransfers } from './db/migrate-dismissed-transfers.js';
 import { authenticate } from './middleware/auth.js';
 import authRoutes from './routes/auth.js';
 import accountRoutes from './routes/accounts.js';
@@ -54,6 +55,7 @@ migrate2FA(sqlite);
 migrateCategorySortOrder(sqlite);
 migrateTransactionSplits(sqlite);
 migrateBudgetTemplatesRecurring(sqlite);
+migrateDismissedTransfers(sqlite);
 
 app.use(helmet({ contentSecurityPolicy: false }));
 app.use(cors(isProd ? { origin: false } : { origin: 'http://localhost:5173', credentials: true }));

packages/server/src/routes/import.ts

@@ -1,7 +1,7 @@
 import { Router, Request, Response } from 'express';
 import multer from 'multer';
-import { db } from '../db/index.js';
-import { transactions, categories, transactionSplits } from '../db/schema.js';
+import { db, sqlite } from '../db/index.js';
+import { transactions, categories, transactionSplits, dismissedTransfers } from '../db/schema.js';
 import { eq } from 'drizzle-orm';
 import { requirePermission } from '../middleware/permissions.js';
 import { detectDuplicates } from '../services/duplicateDetector.js';
@@ -452,4 +452,73 @@ router.post('/check-transfers', requirePermission('import.csv'), (req: Request,
   }
 });
 
+// Generate a stable signature for matching transfers across imports
+function transferSignature(date: string, amount: number, description: string): string {
+  const normDesc = description.toLowerCase().trim().replace(/\s+/g, ' ');
+  const normAmt = Math.round(amount * 100) / 100;
+  return `${date}|${normAmt}|${normDesc}`;
+}
+
+// POST /api/import/dismiss-transfers — record transfers as "seen" so they collapse on next import
+router.post('/dismiss-transfers', requirePermission('import.csv'), (req: Request, res: Response) => {
+  try {
+    const { accountId, items } = req.body as {
+      accountId: number;
+      items: { date: string; amount: number; description: string }[];
+    };
+    if (!accountId || !items || !Array.isArray(items) || items.length === 0) {
+      res.status(400).json({ error: 'accountId and items array are required' });
+      return;
+    }
+
+    const insert = sqlite.prepare(
+      `INSERT OR IGNORE INTO dismissed_transfers (account_id, signature, date, amount, description, dismissed_at)
+       VALUES (?, ?, ?, ?, ?, datetime('now'))`
+    );
+    const batch = sqlite.transaction(() => {
+      for (const item of items) {
+        const sig = transferSignature(item.date, item.amount, item.description);
+        insert.run(accountId, sig, item.date, item.amount, item.description);
+      }
+    });
+    batch();
+
+    res.json({ data: { dismissed: items.length } });
+  } catch (err) {
+    console.error('POST /import/dismiss-transfers error:', err);
+    res.status(500).json({ error: 'Failed to dismiss transfers' });
+  }
+});
+
+// POST /api/import/check-dismissed-transfers — check which items were previously dismissed
+router.post('/check-dismissed-transfers', requirePermission('import.csv'), (req: Request, res: Response) => {
+  try {
+    const { accountId, items } = req.body as {
+      accountId: number;
+      items: { date: string; amount: number; description: string }[];
+    };
+    if (!accountId || !items || !Array.isArray(items)) {
+      res.status(400).json({ error: 'accountId and items array are required' });
+      return;
+    }
+
+    // Build set of dismissed signatures for this account
+    const dismissed = db.select({ signature: dismissedTransfers.signature })
+      .from(dismissedTransfers)
+      .where(eq(dismissedTransfers.account_id, accountId))
+      .all();
+    const dismissedSet = new Set(dismissed.map((d) => d.signature));
+
+    const results = items.map((item) => {
+      const sig = transferSignature(item.date, item.amount, item.description);
+      return dismissedSet.has(sig);
+    });
+
+    res.json({ data: results });
+  } catch (err) {
+    console.error('POST /import/check-dismissed-transfers error:', err);
+    res.status(500).json({ error: 'Failed to check dismissed transfers' });
+  }
+});
+
 export default router;