feat(expenses+interests): trip/event grouping (lightweight)

Per the trips/events design discussion: instead of building a full
events domain (table + CRUD UI + calendar) for the 6–12 yacht shows
a year, ship the cheap version that covers the actual asks.

Expenses — `tripLabel` free-text:
- New `expenses.trip_label` text column (migration 0039) + index for
  filter / autocomplete lookup.
- Validator: createExpenseShape + listExpensesSchema +
  exportExpensePdfSchema.filter all accept tripLabel.
- Service: createExpense + updateExpense persist; listExpenses filters;
  new `listTripLabels(portId, search?)` returns distinct values
  ordered by most-recent expenseDate so the autocomplete surfaces
  recently-used labels first.
- New `GET /api/v1/expenses/trip-labels` endpoint (gated by
  expenses.view) backs the autocomplete.
- Form dialog: native `<datalist>` powered by the autocomplete query
  so reps don't end up with "Palm Beach 2026" / "palm-beach 2026"
  fragmented across two PDF sections.
- Expense list: new "Trip" column (badge) + free-text filter.
- Detail page: trip label rendered alongside Category / Payer.
- PDF export: GroupBy gains 'trip'; filter.tripLabel narrows the
  export. Untagged rows fall under "(no trip)".
- Trim/normalize on write so " Palm Beach 2026 " === "Palm Beach 2026".

Interests — event tagging via existing tag system:
- Reps can tag interests with an event tag (e.g. "Palm Beach 2026")
  via the existing InlineTagEditor on the detail page; tags are
  port-scoped and reusable.
- Interest list now has a TagPicker filter rendered next to the
  FilterBar so reps can sort prospects by event attended ("show me
  every lead from Palm Beach"). Hidden 'relation'-typed
  FilterDefinition for tagIds wires URL round-trip + saved-views
  capture without rendering inside the FilterBar.
- FilterBar deserializer now handles `relation` types as comma-joined
  arrays on URL load.

Why a free-text trip label and not a trips table:
- 6–12 events/year doesn't justify a domain. The CRUD UI cost would
  be most of the engineering, and reps already have the events on
  their personal calendars.
- If usage proves demand for per-event ROI dashboards or richer
  attribution, promote to a real `trips` table later. Migration
  path: trip_label → tripId is a backfill+swap.

Test status: 1168/1168 vitest. tsc clean. Migration 0039 applied
in dev (also caught + fixed an unrelated audit-v3 follow-up: 0037
had `idx_br_interest` colliding with the existing
`berth_recommendations.idx_br_interest`; renamed to
`idx_brr_interest` / `idx_brr_contract_file`).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/app/api/v1/expenses/export/pdf/route.ts

@@ -45,6 +45,7 @@ export const POST = withAuth(
               category: input.filter.category ?? null,
               paymentStatus: input.filter.paymentStatus ?? null,
               payer: input.filter.payer ?? null,
+              tripLabel: input.filter.tripLabel ?? null,
               includeArchived: input.filter.includeArchived ?? false,
             }
           : undefined,

src/app/api/v1/expenses/trip-labels/route.ts

@@ -0,0 +1,29 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { listTripLabels } from '@/lib/services/expenses';
+
+/**
+ * GET /api/v1/expenses/trip-labels?search=palm
+ *
+ * Returns the distinct trip-label values used in this port, ordered by
+ * most-recent expense date. Powers the autocomplete on the expense form
+ * + the trip filter on the list page so reps don't end up with
+ * "Palm Beach 2026" vs " palm beach 2026 " split across two groups in
+ * the PDF export.
+ *
+ * Permission: `expenses.view` — same gate as the list endpoint.
+ */
+export const GET = withAuth(
+  withPermission('expenses', 'view', async (req, ctx) => {
+    try {
+      const url = new URL(req.url);
+      const search = url.searchParams.get('search') ?? undefined;
+      const labels = await listTripLabels(ctx.portId, search);
+      return NextResponse.json({ data: labels });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/components/expenses/expense-columns.tsx

@@ -28,6 +28,7 @@ export interface ExpenseRow {
   payer: string | null;
   receiptFileIds: string[] | null;
   noReceiptAcknowledged?: boolean;
+  tripLabel: string | null;
   archivedAt: string | null;
   createdAt: string;
   /** Set by the dedup engine when this expense looks like a duplicate of another. */
@@ -122,6 +123,21 @@ export function getExpenseColumns({
         );
       },
     },
+    {
+      id: 'tripLabel',
+      accessorKey: 'tripLabel',
+      header: 'Trip',
+      enableSorting: false,
+      cell: ({ getValue }) => {
+        const trip = getValue() as string | null;
+        if (!trip) return <span className="text-muted-foreground text-xs">-</span>;
+        return (
+          <Badge variant="secondary" className="text-xs font-normal">
+            {trip}
+          </Badge>
+        );
+      },
+    },
     {
       id: 'paymentStatus',
       accessorKey: 'paymentStatus',

src/components/expenses/expense-detail.tsx

@@ -235,6 +235,18 @@ export function ExpenseDetail({ expenseId, onEdit, onArchived }: ExpenseDetailPr
             <span className="text-muted-foreground">Payer</span>
             <p className="mt-0.5">{expense.payer ?? '-'}</p>
           </div>
+          <div>
+            <span className="text-muted-foreground">Trip / event</span>
+            <p className="mt-0.5">
+              {expense.tripLabel ? (
+                <Badge variant="secondary" className="text-xs font-normal">
+                  {expense.tripLabel}
+                </Badge>
+              ) : (
+                '-'
+              )}
+            </p>
+          </div>
           <div>
             <span className="text-muted-foreground">Description</span>
             <p className="mt-0.5">{expense.description ?? '-'}</p>

src/components/expenses/expense-filters.tsx

@@ -45,6 +45,12 @@ export const expenseFilterDefinitions: FilterDefinition[] = [
     type: 'text',
     placeholder: 'e.g. USD, EUR',
   },
+  {
+    key: 'tripLabel',
+    label: 'Trip / event',
+    type: 'text',
+    placeholder: 'e.g. Palm Beach 2026',
+  },
   {
     key: 'includeArchived',
     label: 'Include Archived',

src/components/expenses/expense-form-dialog.tsx

@@ -3,7 +3,7 @@
 import { useEffect, useRef, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { zodResolver } from '@hookform/resolvers/zod';
-import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
 import { AlertTriangle, Loader2, Upload, X } from 'lucide-react';
 
 import { Button } from '@/components/ui/button';
@@ -59,6 +59,16 @@ export function ExpenseFormDialog({ open, onOpenChange, expense }: ExpenseFormDi
     },
   });
 
+  // Distinct trip labels for the port — fed into the datalist so the
+  // form input doubles as an autocomplete. Cached for the dialog's life
+  // since the list rarely changes mid-session.
+  const tripLabelsQuery = useQuery<{ data: string[] }>({
+    queryKey: ['expenses', 'trip-labels'],
+    queryFn: () => apiFetch('/api/v1/expenses/trip-labels'),
+    enabled: open,
+    staleTime: 60_000,
+  });
+
   useEffect(() => {
     if (open && expense) {
       reset({
@@ -70,6 +80,7 @@ export function ExpenseFormDialog({ open, onOpenChange, expense }: ExpenseFormDi
         payer: expense.payer ?? undefined,
         expenseDate: new Date(expense.expenseDate),
         paymentStatus: (expense.paymentStatus as CreateExpenseInput['paymentStatus']) ?? 'unpaid',
+        tripLabel: expense.tripLabel ?? undefined,
       });
       setUploadedReceipt(null);
       setPreviewUrl(null);
@@ -295,6 +306,30 @@ export function ExpenseFormDialog({ open, onOpenChange, expense }: ExpenseFormDi
             </Select>
           </div>
 
+          <div className="space-y-2">
+            <Label htmlFor="tripLabel">Trip / event</Label>
+            <Input
+              id="tripLabel"
+              placeholder="e.g. Palm Beach 2026 (optional)"
+              maxLength={120}
+              list="expense-trip-label-suggestions"
+              autoComplete="off"
+              {...register('tripLabel')}
+            />
+            {/* Native datalist gives the rep prior trip values as
+             *  autocomplete suggestions — keeps spellings consistent
+             *  ("Palm Beach 2026" vs "palm-beach 2026") so the PDF
+             *  group-by-trip section actually merges them. */}
+            <datalist id="expense-trip-label-suggestions">
+              {(tripLabelsQuery.data?.data ?? []).map((label) => (
+                <option key={label} value={label} />
+              ))}
+            </datalist>
+            <p className="text-xs text-muted-foreground">
+              Group expenses by yacht show or business trip. Leave empty for everyday spend.
+            </p>
+          </div>
+
           <div className="space-y-2">
             <Label htmlFor="description">Description</Label>
             <Textarea

src/components/interests/interest-filters.tsx

@@ -58,4 +58,12 @@ export const interestFilterDefinitions: FilterDefinition[] = [
     label: 'Include Archived',
     type: 'boolean',
   },
+  // Rendered OUTSIDE the FilterBar by `<TagPicker>` in interest-list, but
+  // declared here so URL round-trip + saved-views capture the value.
+  // `relation` skips the FilterBar's render switch.
+  {
+    key: 'tagIds',
+    label: 'Tags',
+    type: 'relation',
+  },
 ];

src/components/interests/interest-list.tsx

@@ -19,6 +19,7 @@ import { PipelineBoard } from '@/components/interests/pipeline-board';
 import { interestFilterDefinitions } from '@/components/interests/interest-filters';
 import { getInterestColumns, type InterestRow } from '@/components/interests/interest-columns';
 import { InterestCard } from '@/components/interests/interest-card';
+import { TagPicker } from '@/components/shared/tag-picker';
 import { usePaginatedQuery } from '@/hooks/use-paginated-query';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
 import { apiFetch } from '@/lib/api/client';
@@ -123,13 +124,24 @@ export function InterestList() {
         }
       />
 
-      <div className="flex items-center gap-2">
+      <div className="flex flex-wrap items-center gap-2">
         <FilterBar
           filters={interestFilterDefinitions}
           values={filters}
           onChange={setFilter}
           onClear={clearFilters}
         />
+        {/* Tag picker — primary use case is filtering by event/yacht-show
+         *  ("Palm Beach 2026") that the rep tagged interests with at the
+         *  show. The validator already accepts `tagIds` on listInterests;
+         *  this surfaces the input in the filter UI. */}
+        <div className="min-w-[200px]">
+          <TagPicker
+            selectedIds={Array.isArray(filters.tagIds) ? (filters.tagIds as string[]) : []}
+            onChange={(ids) => setFilter('tagIds', ids)}
+            placeholder="Filter by tag / event…"
+          />
+        </div>
         <SavedViewsDropdown
           entityType="interests"
           currentFilters={filters}

src/components/shared/filter-bar.tsx

@@ -5,11 +5,7 @@ import { X, Filter, ChevronDown } from 'lucide-react';
 import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
 import { Badge } from '@/components/ui/badge';
-import {
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
-  Popover,
-  PopoverContent,
-  PopoverTrigger,
-} from '@/components/ui/popover';
 import {
   Select,
   SelectContent,
@@ -20,13 +16,7 @@ import {
 import { Checkbox } from '@/components/ui/checkbox';
 import { Label } from '@/components/ui/label';
 
-export type FilterType =
+export type FilterType = 'text' | 'select' | 'multi-select' | 'date-range' | 'boolean' | 'relation';
-  | 'text'
-  | 'select'
-  | 'multi-select'
-  | 'date-range'
-  | 'boolean'
-  | 'relation';
 
 export interface FilterOption {
   label: string;
@@ -77,7 +67,9 @@ export function deserializeFiltersFromParams(
   for (const def of definitions) {
     const raw = params.get(def.key);
     if (!raw) continue;
-    if (def.type === 'multi-select') {
+    if (def.type === 'multi-select' || def.type === 'relation') {
+      // `relation` types (e.g. tag-pickers rendered outside the FilterBar)
+      // also serialize as comma-joined arrays so the URL round-trips.
       values[def.key] = raw.split(',');
     } else if (def.type === 'boolean') {
       values[def.key] = raw === 'true';
@@ -148,8 +140,10 @@ export function FilterBar({ filters, values, onChange, onClear }: FilterBarProps
           const displayValue = Array.isArray(value)
             ? `${value.length} selected`
             : typeof value === 'boolean'
-              ? value ? 'Yes' : 'No'
+              ? value
-              : filter.options?.find((o) => o.value === String(value))?.label ?? String(value);
+                ? 'Yes'
+                : 'No'
+              : (filter.options?.find((o) => o.value === String(value))?.label ?? String(value));
 
           return (
             <Badge key={filter.key} variant="secondary" className="h-7 gap-1 px-2 font-normal">
@@ -194,10 +188,7 @@ function FilterField({
       return (
         <div className="space-y-1">
           <Label className="text-xs">{definition.label}</Label>
-          <Select
+          <Select value={(value as string) ?? ''} onValueChange={(v) => onChange(v || undefined)}>
-            value={(value as string) ?? ''}
-            onValueChange={(v) => onChange(v || undefined)}
-          >
             <SelectTrigger className="h-8">
               <SelectValue placeholder={definition.placeholder ?? 'Any'} />
             </SelectTrigger>

src/lib/db/migrations/0037_missing_fk_indexes.sql

@@ -3,10 +3,10 @@
 -- the child table fully. CREATE INDEX IF NOT EXISTS keeps the migration safe
 -- to re-run.
 
--- berth_reservations
+-- berth_reservations  (idx_br_interest is taken by berth_recommendations)
-CREATE INDEX IF NOT EXISTS idx_br_interest
+CREATE INDEX IF NOT EXISTS idx_brr_interest
   ON berth_reservations(interest_id);
-CREATE INDEX IF NOT EXISTS idx_br_contract_file
+CREATE INDEX IF NOT EXISTS idx_brr_contract_file
   ON berth_reservations(contract_file_id);
 
 -- documents (file FKs)

src/lib/db/migrations/0039_expense_trip_label.sql

@@ -0,0 +1,12 @@
+-- Free-text trip / event label so reps can group expenses by yacht show
+-- or business trip (e.g. "Palm Beach 2026"). Un-normalized on purpose —
+-- 6–12 events/year doesn't justify a `trips` table + CRUD UI. The
+-- autocomplete on the expense form keeps spellings consistent so the
+-- group-by works.
+
+ALTER TABLE expenses
+  ADD COLUMN IF NOT EXISTS trip_label text;
+
+-- Powers the trip filter on the list endpoint + the autocomplete query.
+CREATE INDEX IF NOT EXISTS idx_expenses_trip_label
+  ON expenses(port_id, trip_label);

src/lib/db/migrations/meta/_journal.json

@@ -274,6 +274,13 @@
       "when": 1778200000000,
       "tag": "0038_document_sends_sent_by_user_fk",
       "breakpoints": true
+    },
+    {
+      "idx": 39,
+      "version": "7",
+      "when": 1778250000000,
+      "tag": "0039_expense_trip_label",
+      "breakpoints": true
     }
   ]
 }

src/lib/db/schema/financial.ts

@@ -49,6 +49,14 @@ export const expenses = pgTable(
     paymentDate: date('payment_date'),
     paymentReference: text('payment_reference'),
     paymentNotes: text('payment_notes'),
+    /**
+     * Free-text trip / event label so reps can group expenses for one
+     * yacht show or business trip (e.g. "Palm Beach 2026"). Deliberately
+     * un-normalized — events are 6–12/year and full event-management
+     * functionality lives outside this CRM. The autocomplete on the
+     * expense form keeps spellings consistent so group-by works.
+     */
+    tripLabel: text('trip_label'),
     /** When set, this expense is flagged as a duplicate of another in the
      *  same port. Self-referencing FK; the dedup service writes this. */
     duplicateOf: text('duplicate_of').references((): AnyPgColumn => expenses.id, {
@@ -75,6 +83,8 @@ export const expenses = pgTable(
     index('idx_expenses_dedup')
       .on(table.portId, table.establishmentName, table.amount, table.expenseDate)
       .where(sql`duplicate_of IS NULL`),
+    // Powers the autocomplete + group-by-trip filter / PDF section.
+    index('idx_expenses_trip_label').on(table.portId, table.tripLabel),
   ],
 );
 

src/lib/db/schema/reservations.ts

@@ -43,9 +43,10 @@ export const berthReservations = pgTable(
     index('idx_br_port').on(table.portId),
     // Cover the FKs Postgres doesn't auto-index. Without these, deleting
     // (or restrict-checking) the parent interest / contract file row
-    // requires a full scan of berth_reservations.
+    // requires a full scan of berth_reservations. (idx_br_interest is
-    index('idx_br_interest').on(table.interestId),
+    // already used by berth_recommendations — namespace this one.)
-    index('idx_br_contract_file').on(table.contractFileId),
+    index('idx_brr_interest').on(table.interestId),
+    index('idx_brr_contract_file').on(table.contractFileId),
     uniqueIndex('idx_br_active')
       .on(table.berthId)
       .where(sql`${table.status} = 'active'`),

src/lib/services/expense-pdf.service.ts

@@ -47,7 +47,7 @@ import { logger } from '@/lib/logger';
 
 // ─── Public options + result types ──────────────────────────────────────────
 
-export type GroupBy = 'none' | 'payer' | 'category' | 'date';
+export type GroupBy = 'none' | 'payer' | 'category' | 'date' | 'trip';
 export type PageFormat = 'A4' | 'Letter' | 'Legal';
 export type TargetCurrency = 'USD' | 'EUR';
 
@@ -84,6 +84,7 @@ export interface ExpensePdfArgs {
     category?: string | null;
     paymentStatus?: string | null;
     payer?: string | null;
+    tripLabel?: string | null;
     includeArchived?: boolean;
   };
   options: ExpensePdfOptions;
@@ -171,6 +172,8 @@ interface ExpenseRow {
    *  the table + a footnote at the bottom of the summary box. */
   noReceiptAcknowledged: boolean;
   paymentStatus: string | null;
+  /** Free-text trip / event label — drives `groupBy=trip` sectioning. */
+  tripLabel: string | null;
 }
 
 interface ProcessedExpense extends ExpenseRow {
@@ -328,6 +331,10 @@ function groupKey(row: ProcessedExpense, by: GroupBy): string {
       return row.payer ?? 'Unknown payer';
     case 'category':
       return row.category ?? 'Uncategorized';
+    case 'trip':
+      // Untagged rows go under "(no trip)" so they're still in the
+      // export, just collected at the bottom.
+      return row.tripLabel ?? '(no trip)';
     case 'date':
       return row.expenseDate.toISOString().slice(0, 10);
     default:
@@ -388,6 +395,7 @@ async function fetchExpenseRows(args: ExpensePdfArgs): Promise<ExpenseRow[]> {
     if (args.filter?.payer) conditions.push(eq(expenses.payer, args.filter.payer));
     if (args.filter?.paymentStatus)
       conditions.push(eq(expenses.paymentStatus, args.filter.paymentStatus));
+    if (args.filter?.tripLabel) conditions.push(eq(expenses.tripLabel, args.filter.tripLabel));
   }
 
   const rows = await db
@@ -404,6 +412,7 @@ async function fetchExpenseRows(args: ExpensePdfArgs): Promise<ExpenseRow[]> {
       description: expenses.description,
       receiptFileIds: expenses.receiptFileIds,
       noReceiptAcknowledged: expenses.noReceiptAcknowledged,
+      tripLabel: expenses.tripLabel,
       paymentStatus: expenses.paymentStatus,
     })
     .from(expenses)

src/lib/services/expenses.ts

@@ -1,4 +1,4 @@
-import { eq, and, gte, lte, sql } from 'drizzle-orm';
+import { eq, and, gte, lte, sql, isNull, ilike, isNotNull, desc, ne } from 'drizzle-orm';
 import type { PgColumn } from 'drizzle-orm/pg-core';
 
 import { db } from '@/lib/db';
@@ -19,6 +19,46 @@ import type {
 
 export type { ListExpensesInput };
 
+/**
+ * Trim + collapse whitespace on free-text trip labels so "Palm Beach 2026"
+ * and " Palm Beach 2026 " end up identical for the group-by + filter.
+ * Empty / whitespace-only collapses to null.
+ */
+function normalizeTripLabel(input: string | null | undefined): string | null {
+  if (input == null) return null;
+  const trimmed = input.replace(/\s+/g, ' ').trim();
+  return trimmed.length > 0 ? trimmed : null;
+}
+
+/**
+ * Distinct trip labels used in this port, ordered by most-recent first
+ * so the autocomplete surfaces "what reps actually used lately" rather
+ * than alphabetically. Powers the `tripLabel` <Combobox> on the expense
+ * form. Read-only — no mutation hooks.
+ */
+export async function listTripLabels(portId: string, search?: string): Promise<string[]> {
+  const conditions = [
+    eq(expenses.portId, portId),
+    isNotNull(expenses.tripLabel),
+    ne(expenses.tripLabel, ''),
+    isNull(expenses.archivedAt),
+  ];
+  if (search && search.trim().length > 0) {
+    conditions.push(ilike(expenses.tripLabel, `%${search.trim()}%`));
+  }
+  const rows = await db
+    .selectDistinct({
+      tripLabel: expenses.tripLabel,
+      latest: sql<Date>`MAX(${expenses.expenseDate})`.as('latest'),
+    })
+    .from(expenses)
+    .where(and(...conditions))
+    .groupBy(expenses.tripLabel)
+    .orderBy(desc(sql`MAX(${expenses.expenseDate})`))
+    .limit(50);
+  return rows.map((r) => r.tripLabel as string).filter((s): s is string => Boolean(s));
+}
+
 export async function listExpenses(portId: string, query: ListExpensesInput) {
   const filters = [];
 
@@ -34,6 +74,9 @@ export async function listExpenses(portId: string, query: ListExpensesInput) {
   if (query.payer) {
     filters.push(eq(expenses.payer, query.payer));
   }
+  if (query.tripLabel) {
+    filters.push(eq(expenses.tripLabel, query.tripLabel));
+  }
   if (query.dateFrom) {
     filters.push(gte(expenses.expenseDate, new Date(query.dateFrom)));
   }
@@ -106,6 +149,7 @@ export async function createExpense(portId: string, data: CreateExpenseInput, me
       payer: data.payer,
       expenseDate: data.expenseDate,
       description: data.description,
+      tripLabel: normalizeTripLabel(data.tripLabel),
       receiptFileIds: data.receiptFileIds ?? [],
       noReceiptAcknowledged: data.noReceiptAcknowledged ?? false,
       paymentStatus: data.paymentStatus,
@@ -175,6 +219,9 @@ export async function updateExpense(
   }
 
   const updateData: Record<string, unknown> = { ...data, updatedAt: new Date() };
+  if (data.tripLabel !== undefined) {
+    updateData.tripLabel = normalizeTripLabel(data.tripLabel);
+  }
 
   // Re-convert to USD if amount or currency changed
   const newAmount = data.amount ?? Number(existing.amount);

src/lib/validators/expenses.ts

@@ -29,6 +29,12 @@ export const createExpenseShape = z.object({
   paymentDate: z.string().optional(),
   paymentReference: z.string().optional(),
   paymentNotes: z.string().optional(),
+  /**
+   * Free-text trip / event label (e.g. "Palm Beach 2026"). Empty / null
+   * means "no trip". The form's autocomplete suggests prior values per
+   * port to keep spellings consistent so group-by works downstream.
+   */
+  tripLabel: z.string().max(120).optional(),
 });
 
 export const createExpenseSchema = createExpenseShape.refine(
@@ -52,6 +58,7 @@ export const listExpensesSchema = baseListQuerySchema.extend({
   dateTo: z.string().optional(),
   currency: z.string().optional(),
   payer: z.string().optional(),
+  tripLabel: z.string().optional(),
 });
 
 /**
@@ -75,13 +82,14 @@ export const exportExpensePdfSchema = z.object({
       category: z.string().optional().nullable(),
       paymentStatus: z.string().optional().nullable(),
       payer: z.string().optional().nullable(),
+      tripLabel: z.string().optional().nullable(),
       includeArchived: z.boolean().optional(),
     })
     .optional(),
   options: z.object({
     documentName: z.string().min(1).max(200),
     subheader: z.string().max(300).optional(),
-    groupBy: z.enum(['none', 'payer', 'category', 'date']).default('none'),
+    groupBy: z.enum(['none', 'payer', 'category', 'date', 'trip']).default('none'),
     includeReceipts: z.boolean().default(false),
     includeReceiptContents: z.boolean().default(false),
     includeSummary: z.boolean().default(true),