Let people fix merchant and category from the dashboard

[x0ba]

A misfiled charge on the dashboard was read-only. To rename a merchant or move a category you had to leave for the transactions slip — the wrong place for a glance-and-correct.

Merchant and category in Recent are now searchable pickers. You can choose an existing value or type to create one, and the row has a little more air so the two targets don't feel like one line.

New categories land as Flex so they join the everyday pool.

Note

Add inline merchant and category editing to dashboard recent transactions

• Adds a RecentRow component to src/routes/app/index.tsx that renders two inline SearchSelect pickers per transaction: one for merchant and one for category.
• Adds transactions.listMerchants query to expose a deduplicated sorted list of recent merchant names, and transactions.createAndAssignCategory mutation to atomically create and assign a category.
• The category picker supports create-on-type: if the typed name doesn't match an existing category, a new non-system flex category is created and assigned.
• Extends dashboard.overview to return categoryId alongside existing category fields so the category picker can reflect the current value.
• Adds a new SearchSelect component in src/components/search-select.tsx built on Command and Popover primitives with keyboard navigation and optional create behavior.

^{Macroscope summarized 07a5de0.}

[vercel]

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Project	Deployment	Actions	Updated (UTC)
bud	Ready	Preview	Aug 14, 2026 4:42am

[greptile-apps]

Greptile Summary

Adds searchable inline merchant and category controls to recent dashboard transactions. New categories are created and assigned within one authenticated operation, and repeated normalized names reuse the existing category.

Confidence Score: 5/5

No blocking failure remains.

The category creation flow was exercised with assignment failure, retry, and cross-user access scenarios. A failed assignment left no category behind, a normalized retry reused the existing category, and an unauthorized transaction update was rejected.

T-Rex Logs

What T-Rex did

• Ran an isolated harness for the category creation and assignment flow, observed that forcing a failure caused a rollback of the category insert and no assignment occurred, and confirmed that a same-name retry reused the existing category without creating a duplicate while a cross-user transaction was rejected with Not found.
• Compared pre-change and post-change behavior for category atomicity, noting the previous revision lacked createAndAssignCategory, capturing the exact validation script, and confirming that the after-change flow passes rollback, retry, and ownership checks.
• Attempted the exact validation for the search-and-keyboard flow; observed the temporary harness fail with exit code 1 and net::ERR_CONNECTION_REFUSED, while reviewing the current implementation excerpt for context.

_{Ran code and verified through T-Rex}

_{Reviews (2): Last reviewed commit: "Clear the lint error that stopped CI aft..." | Re-trigger Greptile}

[macroscopeapp]

Approvability

Verdict: Needs human review

This PR introduces a new user-facing feature (inline merchant/category editing) with new mutations that create and modify database records, new UI components, and new workflows. New features with data-modifying capabilities warrant human review.

^{You can customize Macroscope's approvability policy. Learn more.}