Resolve transaction issues
Clean up flagged wallet transactions by assigning project/category, attaching receipts, and resolving duplicates.
From the Transaction issues inbox the investor reviews cards flagged as Unassigned, Duplicates, or No receipt. For an unassigned transaction they open its details, pick a build-scope category, scan or upload a receipt, and save & confirm. For a transaction flagged with duplicates they open its details and use the duplicate-resolution sheet to keep the recommended record (or keep all) and resolve.
6
screens
4
built
8
endpoints
Screen sequence · 6 steps · 💸 Home & Wallet
1. transaction-issues/new
built2 ep
2. transaction-issues/not-assigned
built3 ep
3. select-category
2 states2 ep
4. scan-or-upload-doc
built4 states1 ep
5. transaction-issues/duplicate
built1 ep
6. duplicate-transaction
2 ep
Endpoints across this flow
Flow endpoints · 8 endpoints, 4 confirmed in code · the Backend agent owns these
GET /projects/{project_id}/transactions/summaryGET /projects/{project_id}/transactions/issuesGET /projectsPOST /projects/{project_id}/transactions/{transaction_id}/categorizeGET /budget/catalogPOST /projects/{project_id}/transactions/{transaction_id}/receiptGET /projects/{project_id}/transactions/{transaction_id}POST /projects/{project_id}/transactions/{transaction_id}/resolve-duplicate