diff --git a/.dockerignore b/.dockerignore new file mode 100644 index 0000000..f6ff652 --- /dev/null +++ b/.dockerignore @@ -0,0 +1,4 @@ +node_modules +.next +.git +*.md diff --git a/.gitignore b/.gitignore index 5ef6a52..f390d12 100644 --- a/.gitignore +++ b/.gitignore @@ -39,3 +39,5 @@ yarn-error.log* # typescript *.tsbuildinfo next-env.d.ts + +/src/generated/prisma diff --git a/Dockerfile b/Dockerfile new file mode 100644 index 0000000..611acfc --- /dev/null +++ b/Dockerfile @@ -0,0 +1,29 @@ +FROM node:20-alpine AS base + +FROM base AS deps +WORKDIR /app +COPY package.json package-lock.json ./ +RUN npm ci + +FROM base AS builder +WORKDIR /app +COPY --from=deps /app/node_modules ./node_modules +COPY . . +RUN npx prisma generate +RUN npm run build + +FROM base AS runner +WORKDIR /app +ENV NODE_ENV=production +RUN addgroup --system --gid 1001 nodejs +RUN adduser --system --uid 1001 nextjs + +COPY --from=builder /app/public ./public +COPY --from=builder --chown=nextjs:nodejs /app/.next/standalone ./ +COPY --from=builder --chown=nextjs:nodejs /app/.next/static ./.next/static + +USER nextjs +EXPOSE 3000 +ENV PORT=3000 +ENV HOSTNAME="0.0.0.0" +CMD ["node", "server.js"] diff --git a/next.config.ts b/next.config.ts index e9ffa30..5194c68 100644 --- a/next.config.ts +++ b/next.config.ts @@ -1,7 +1,8 @@ import type { NextConfig } from "next"; const nextConfig: NextConfig = { - /* config options here */ + output: "standalone", + serverExternalPackages: ["@prisma/adapter-pg", "pg"], }; export default nextConfig; diff --git a/package-lock.json b/package-lock.json index 1aa3d9c..2dd3f3e 100644 --- a/package-lock.json +++ b/package-lock.json @@ -8,13 +8,19 @@ "name": "finance-app", "version": "0.1.0", "dependencies": { + "@prisma/adapter-pg": "^7.4.2", + "@prisma/client": "^7.4.2", + "@tanstack/react-query": "^5.90.21", "next": "16.1.6", + "pg": "^8.20.0", + "prisma": "^7.4.2", "react": "19.2.3", "react-dom": "19.2.3" }, "devDependencies": { "@tailwindcss/postcss": 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"https://registry.npmjs.org/resolve/-/resolve-1.22.11.tgz", @@ -5545,6 +6502,15 @@ "url": "https://github.com/privatenumber/resolve-pkg-maps?sponsor=1" } }, + "node_modules/retry": { + "version": "0.12.0", + "resolved": "https://registry.npmjs.org/retry/-/retry-0.12.0.tgz", + "integrity": "sha512-9LkiTwjUh6rT555DtE9rTX+BKByPfrMzEAtnlEtdEwr3Nkffwiihqe2bWADg+OQRjt9gl6ICdmB/ZFDCGAtSow==", + "license": "MIT", + "engines": { + "node": ">= 4" + } + }, "node_modules/reusify": { "version": "1.1.0", "resolved": "https://registry.npmjs.org/reusify/-/reusify-1.1.0.tgz", @@ -5635,6 +6601,12 @@ "url": "https://github.com/sponsors/ljharb" } }, + "node_modules/safer-buffer": { + "version": "2.1.2", + "resolved": "https://registry.npmjs.org/safer-buffer/-/safer-buffer-2.1.2.tgz", + "integrity": "sha512-YZo3K82SD7Riyi0E1EQPojLz7kpepnSQI9IyPbHHg1XXXevb5dJI7tpyN2ADxGcQbHG7vcyRHk0cbwqcQriUtg==", + "license": "MIT" + }, "node_modules/scheduler": { "version": "0.27.0", "resolved": "https://registry.npmjs.org/scheduler/-/scheduler-0.27.0.tgz", @@ -5651,6 +6623,11 @@ "semver": "bin/semver.js" } }, + "node_modules/seq-queue": { + "version": "0.0.5", + "resolved": "https://registry.npmjs.org/seq-queue/-/seq-queue-0.0.5.tgz", + "integrity": "sha512-hr3Wtp/GZIc/6DAGPDcV4/9WoZhjrkXsi5B/07QgX8tsdc6ilr7BFM6PM6rbdAX1kFSDYeZGLipIZZKyQP0O5Q==" + }, "node_modules/set-function-length": { "version": "1.2.2", "resolved": "https://registry.npmjs.org/set-function-length/-/set-function-length-1.2.2.tgz", @@ -5762,7 +6739,6 @@ "version": "2.0.0", "resolved": "https://registry.npmjs.org/shebang-command/-/shebang-command-2.0.0.tgz", "integrity": "sha512-kHxr2zZpYtdmrN1qDjrrX/Z1rR1kG8Dx+gkpK1G4eXmvXswmcE1hTWBWYUzlraYw1/yZp6YuDY77YtvbN0dmDA==", - "dev": true, "license": "MIT", "dependencies": { "shebang-regex": "^3.0.0" @@ -5775,7 +6751,6 @@ "version": "3.0.0", "resolved": "https://registry.npmjs.org/shebang-regex/-/shebang-regex-3.0.0.tgz", "integrity": "sha512-7++dFhtcx3353uBaq8DDR4NuxBetBzC7ZQOhmTQInHEd6bSrXdiEyzCvG07Z44UYdLShWUyXt5M/yhz8ekcb1A==", - "dev": true, "license": "MIT", "engines": { "node": ">=8" @@ -5857,6 +6832,18 @@ "url": "https://github.com/sponsors/ljharb" } }, + "node_modules/signal-exit": { + "version": "4.1.0", + "resolved": "https://registry.npmjs.org/signal-exit/-/signal-exit-4.1.0.tgz", + "integrity": "sha512-bzyZ1e88w9O1iNJbKnOlvYTrWPDl46O1bG0D3XInv+9tkPrxrN8jUUTiFlDkkmKWgn1M6CfIA13SuGqOa9Korw==", + "license": "ISC", + "engines": { + "node": ">=14" + }, + "funding": { + "url": "https://github.com/sponsors/isaacs" + } + }, "node_modules/source-map-js": { "version": "1.2.1", "resolved": "https://registry.npmjs.org/source-map-js/-/source-map-js-1.2.1.tgz", @@ -5866,6 +6853,24 @@ "node": ">=0.10.0" } }, + "node_modules/split2": { + "version": "4.2.0", + "resolved": "https://registry.npmjs.org/split2/-/split2-4.2.0.tgz", + "integrity": "sha512-UcjcJOWknrNkF6PLX83qcHM6KHgVKNkV62Y8a5uYDVv9ydGQVwAHMKqHdJje1VTWpljG0WYpCDhrCdAOYH4TWg==", + "license": "ISC", + "engines": { + "node": ">= 10.x" + } + }, + "node_modules/sqlstring": { + "version": "2.3.3", + "resolved": "https://registry.npmjs.org/sqlstring/-/sqlstring-2.3.3.tgz", + "integrity": "sha512-qC9iz2FlN7DQl3+wjwn3802RTyjCx7sDvfQEXchwa6CWOx07/WVfh91gBmQ9fahw8snwGEWU3xGzOt4tFyHLxg==", + "license": "MIT", + "engines": { + "node": ">= 0.6" + } + }, "node_modules/stable-hash": { "version": "0.0.5", "resolved": "https://registry.npmjs.org/stable-hash/-/stable-hash-0.0.5.tgz", @@ -5873,6 +6878,12 @@ "dev": true, "license": "MIT" }, + "node_modules/std-env": { + "version": "3.10.0", + "resolved": "https://registry.npmjs.org/std-env/-/std-env-3.10.0.tgz", + "integrity": "sha512-5GS12FdOZNliM5mAOxFRg7Ir0pWz8MdpYm6AY6VPkGpbA7ZzmbzNcBJQ0GPvvyWgcY7QAhCgf9Uy89I03faLkg==", + "license": "MIT" + }, "node_modules/stop-iteration-iterator": { "version": "1.1.0", "resolved": "https://registry.npmjs.org/stop-iteration-iterator/-/stop-iteration-iterator-1.1.0.tgz", @@ -6093,6 +7104,15 @@ "url": "https://opencollective.com/webpack" } }, + "node_modules/tinyexec": { + "version": "1.0.2", + "resolved": "https://registry.npmjs.org/tinyexec/-/tinyexec-1.0.2.tgz", + "integrity": "sha512-W/KYk+NFhkmsYpuHq5JykngiOCnxeVL8v8dFnqxSD8qEEdRfXk1SDM6JzNqcERbcGYj9tMrDQBYV9cjgnunFIg==", + "license": "MIT", + "engines": { + "node": ">=18" + } + }, "node_modules/tinyglobby": { "version": "0.2.15", "resolved": "https://registry.npmjs.org/tinyglobby/-/tinyglobby-0.2.15.tgz", @@ -6294,7 +7314,7 @@ "version": "5.9.3", "resolved": "https://registry.npmjs.org/typescript/-/typescript-5.9.3.tgz", "integrity": "sha512-jl1vZzPDinLr9eUt3J/t7V6FgNEw9QjvBPdysz9KfQDD41fQrC2Y4vKQdiaUpFT4bXlb1RHhLpp8wtm6M5TgSw==", - "dev": true, + "devOptional": true, "license": "Apache-2.0", "bin": { "tsc": "bin/tsc", @@ -6430,11 +7450,24 @@ "punycode": "^2.1.0" } }, + "node_modules/valibot": { + "version": "1.2.0", + "resolved": "https://registry.npmjs.org/valibot/-/valibot-1.2.0.tgz", + "integrity": "sha512-mm1rxUsmOxzrwnX5arGS+U4T25RdvpPjPN4yR0u9pUBov9+zGVtO84tif1eY4r6zWxVxu3KzIyknJy3rxfRZZg==", + "license": "MIT", + "peerDependencies": { + "typescript": ">=5" + }, + "peerDependenciesMeta": { + "typescript": { + "optional": true + } + } + }, "node_modules/which": { "version": "2.0.2", "resolved": "https://registry.npmjs.org/which/-/which-2.0.2.tgz", "integrity": "sha512-BLI3Tl1TW3Pvl70l3yq3Y64i+awpwXqsGBYWkkqMtnbXgrMD+yj7rhW0kuEDxzJaYXGjEW5ogapKNMEKNMjibA==", - "dev": true, "license": "ISC", "dependencies": { "isexe": "^2.0.0" @@ -6545,6 +7578,15 @@ "node": ">=0.10.0" } }, + "node_modules/xtend": { + "version": "4.0.2", + "resolved": "https://registry.npmjs.org/xtend/-/xtend-4.0.2.tgz", + "integrity": "sha512-LKYU1iAXJXUgAXn9URjiu+MWhyUXHsvfp7mcuYm9dSUKK0/CjtrUwFAxD82/mCWbtLsGjFIad0wIsod4zrTAEQ==", + "license": "MIT", + "engines": { + "node": ">=0.4" + } + }, "node_modules/yallist": { "version": "3.1.1", "resolved": "https://registry.npmjs.org/yallist/-/yallist-3.1.1.tgz", @@ -6565,6 +7607,16 @@ "url": "https://github.com/sponsors/sindresorhus" } }, + "node_modules/zeptomatch": { + "version": "2.1.0", + "resolved": "https://registry.npmjs.org/zeptomatch/-/zeptomatch-2.1.0.tgz", + "integrity": "sha512-KiGErG2J0G82LSpniV0CtIzjlJ10E04j02VOudJsPyPwNZgGnRKQy7I1R7GMyg/QswnE4l7ohSGrQbQbjXPPDA==", + "license": "MIT", + "dependencies": { + "grammex": "^3.1.11", + "graphmatch": "^1.1.0" + } + }, "node_modules/zod": { "version": "4.3.6", "resolved": "https://registry.npmjs.org/zod/-/zod-4.3.6.tgz", diff --git a/package.json b/package.json index cb58955..fd44287 100644 --- a/package.json +++ b/package.json @@ -9,13 +9,19 @@ "lint": "eslint" }, "dependencies": { + "@prisma/adapter-pg": "^7.4.2", + "@prisma/client": "^7.4.2", + "@tanstack/react-query": "^5.90.21", "next": "16.1.6", + "pg": "^8.20.0", + "prisma": "^7.4.2", "react": "19.2.3", "react-dom": "19.2.3" }, "devDependencies": { "@tailwindcss/postcss": "^4", "@types/node": "^20", + "@types/pg": "^8.18.0", "@types/react": "^19", "@types/react-dom": "^19", "eslint": "^9", diff --git a/prisma.config.ts b/prisma.config.ts new file mode 100644 index 0000000..831a20f --- /dev/null +++ b/prisma.config.ts @@ -0,0 +1,14 @@ +// This file was generated by Prisma, and assumes you have installed the following: +// npm install --save-dev prisma dotenv +import "dotenv/config"; +import { defineConfig } from "prisma/config"; + +export default defineConfig({ + schema: "prisma/schema.prisma", + migrations: { + path: "prisma/migrations", + }, + datasource: { + url: process.env["DATABASE_URL"], + }, +}); diff --git a/prisma/migrations/0001_init/migration.sql b/prisma/migrations/0001_init/migration.sql new file mode 100644 index 0000000..c387dbf --- /dev/null +++ b/prisma/migrations/0001_init/migration.sql @@ -0,0 +1,14 @@ +-- Add merchant_normalized column to existing transactions table +ALTER TABLE transactions ADD COLUMN IF NOT EXISTS merchant_normalized TEXT; + +-- Create transaction_overrides table +CREATE TABLE IF NOT EXISTS transaction_overrides ( + id SERIAL PRIMARY KEY, + transaction_id INTEGER NOT NULL UNIQUE REFERENCES transactions(id) ON DELETE CASCADE, + merchant_normalized TEXT, + category_override TEXT, + notes TEXT, + updated_at TIMESTAMPTZ DEFAULT NOW() +); + +CREATE INDEX IF NOT EXISTS idx_overrides_txn_id ON transaction_overrides(transaction_id); diff --git a/prisma/migrations/migration_lock.toml b/prisma/migrations/migration_lock.toml new file mode 100644 index 0000000..99e4f20 --- /dev/null +++ b/prisma/migrations/migration_lock.toml @@ -0,0 +1,3 @@ +# Please do not edit this file manually +# It should be added in your version-control system (i.e. Git) +provider = "postgresql" diff --git a/prisma/schema.prisma b/prisma/schema.prisma new file mode 100644 index 0000000..0c99912 --- /dev/null +++ b/prisma/schema.prisma @@ -0,0 +1,17 @@ +generator client { + provider = "prisma-client" + output = "../src/generated/prisma" +} + +datasource db { + provider = "postgresql" +} + +model transaction_overrides { + id Int @id @default(autoincrement()) + transaction_id Int @unique + merchant_normalized String? + category_override String? + notes String? + updated_at DateTime @default(now()) @updatedAt +} diff --git a/src/app/api/merchants/route.ts b/src/app/api/merchants/route.ts new file mode 100644 index 0000000..3739d90 --- /dev/null +++ b/src/app/api/merchants/route.ts @@ -0,0 +1,16 @@ +import { NextRequest, NextResponse } from "next/server"; +import { getMerchantSuggestions, getBankNames } from "@/lib/queries"; + +export async function GET(req: NextRequest) { + const search = req.nextUrl.searchParams.get("search"); + const type = req.nextUrl.searchParams.get("type"); + + if (type === "banks") { + const banks = await getBankNames(); + return NextResponse.json(banks.map((b) => b.bank_name)); + } + + if (!search) return NextResponse.json([]); + const merchants = await getMerchantSuggestions(search); + return NextResponse.json(merchants.map((m) => m.merchant)); +} diff --git a/src/app/api/statements/[id]/route.ts b/src/app/api/statements/[id]/route.ts new file mode 100644 index 0000000..7134646 --- /dev/null +++ b/src/app/api/statements/[id]/route.ts @@ -0,0 +1,12 @@ +import { NextRequest, NextResponse } from "next/server"; +import { getStatementById } from "@/lib/queries"; + +export async function GET( + _req: NextRequest, + { params }: { params: Promise<{ id: string }> } +) { + const { id } = await params; + const stmt = await getStatementById(Number(id)); + if (!stmt) return NextResponse.json({ error: "Not found" }, { status: 404 }); + return NextResponse.json(stmt); +} diff --git a/src/app/api/statements/route.ts b/src/app/api/statements/route.ts new file mode 100644 index 0000000..18548e2 --- /dev/null +++ b/src/app/api/statements/route.ts @@ -0,0 +1,7 @@ +import { NextResponse } from "next/server"; +import { getStatements } from "@/lib/queries"; + +export async function GET() { + const statements = await getStatements(); + return NextResponse.json(statements); +} diff --git a/src/app/api/transactions/[id]/route.ts b/src/app/api/transactions/[id]/route.ts new file mode 100644 index 0000000..7570dca --- /dev/null +++ b/src/app/api/transactions/[id]/route.ts @@ -0,0 +1,46 @@ +import { NextRequest, NextResponse } from "next/server"; +import { getTransactionById } from "@/lib/queries"; +import { prisma } from "@/lib/db"; + +export async function GET( + _req: NextRequest, + { params }: { params: Promise<{ id: string }> } +) { + const { id } = await params; + const txn = await getTransactionById(Number(id)); + if (!txn) return NextResponse.json({ error: "Not found" }, { status: 404 }); + return NextResponse.json(txn); +} + +export async function PATCH( + req: NextRequest, + { params }: { params: Promise<{ id: string }> } +) { + const { id } = await params; + const transactionId = Number(id); + const body = await req.json(); + + const { category, merchant_normalized, notes } = body as { + category?: string; + merchant_normalized?: string; + notes?: string; + }; + + const data: Record = { updated_at: new Date() }; + if (category !== undefined) data.category_override = category; + if (merchant_normalized !== undefined) data.merchant_normalized = merchant_normalized; + if (notes !== undefined) data.notes = notes; + + const override = await prisma.transaction_overrides.upsert({ + where: { transaction_id: transactionId }, + update: data, + create: { + transaction_id: transactionId, + category_override: category || null, + merchant_normalized: merchant_normalized || null, + notes: notes || null, + }, + }); + + return NextResponse.json(override); +} diff --git a/src/app/api/transactions/bulk/route.ts b/src/app/api/transactions/bulk/route.ts new file mode 100644 index 0000000..2c5605b --- /dev/null +++ b/src/app/api/transactions/bulk/route.ts @@ -0,0 +1,42 @@ +import { NextRequest, NextResponse } from "next/server"; +import { prisma } from "@/lib/db"; + +export async function POST(req: NextRequest) { + const body = await req.json(); + const { action, ids, category, merchant_normalized } = body as { + action: string; + ids: number[]; + category?: string; + merchant_normalized?: string; + }; + + if (!ids || !Array.isArray(ids) || ids.length === 0) { + return NextResponse.json({ error: "ids required" }, { status: 400 }); + } + + if (action === "categorize" && category) { + const ops = ids.map((id) => + prisma.transaction_overrides.upsert({ + where: { transaction_id: id }, + update: { category_override: category, updated_at: new Date() }, + create: { transaction_id: id, category_override: category }, + }) + ); + await prisma.$transaction(ops); + return NextResponse.json({ updated: ids.length }); + } + + if (action === "normalize" && merchant_normalized) { + const ops = ids.map((id) => + prisma.transaction_overrides.upsert({ + where: { transaction_id: id }, + update: { merchant_normalized, updated_at: new Date() }, + create: { transaction_id: id, merchant_normalized }, + }) + ); + await prisma.$transaction(ops); + return NextResponse.json({ updated: ids.length }); + } + + return NextResponse.json({ error: "Invalid action" }, { status: 400 }); +} diff --git a/src/app/api/transactions/route.ts b/src/app/api/transactions/route.ts new file mode 100644 index 0000000..6b69a80 --- /dev/null +++ b/src/app/api/transactions/route.ts @@ -0,0 +1,21 @@ +import { NextRequest, NextResponse } from "next/server"; +import { getTransactions } from "@/lib/queries"; + +export async function GET(req: NextRequest) { + const sp = req.nextUrl.searchParams; + + const result = await getTransactions({ + from: sp.get("from") || undefined, + to: sp.get("to") || undefined, + category: sp.get("category") || undefined, + bank_name: sp.get("bank_name") || undefined, + search: sp.get("search") || undefined, + statement_id: sp.get("statement_id") || undefined, + sort_by: sp.get("sort_by") || undefined, + sort_dir: sp.get("sort_dir") || undefined, + limit: sp.get("limit") ? Number(sp.get("limit")) : undefined, + offset: sp.get("offset") ? Number(sp.get("offset")) : undefined, + }); + + return NextResponse.json(result); +} diff --git a/src/app/budget/page.tsx b/src/app/budget/page.tsx new file mode 100644 index 0000000..06bd120 --- /dev/null +++ b/src/app/budget/page.tsx @@ -0,0 +1,8 @@ +export default function BudgetPage() { + return ( +
+

Budget

+

Coming soon - monthly budgets and analytics.

+
+ ); +} diff --git a/src/app/globals.css b/src/app/globals.css index a2dc41e..575dbec 100644 --- a/src/app/globals.css +++ b/src/app/globals.css @@ -1,26 +1,6 @@ @import "tailwindcss"; -:root { - --background: #ffffff; - --foreground: #171717; -} - @theme inline { - --color-background: var(--background); - --color-foreground: var(--foreground); --font-sans: var(--font-geist-sans); --font-mono: var(--font-geist-mono); } - -@media (prefers-color-scheme: dark) { - :root { - --background: #0a0a0a; - --foreground: #ededed; - } -} - -body { - background: var(--background); - color: var(--foreground); - font-family: Arial, Helvetica, sans-serif; -} diff --git a/src/app/layout.tsx b/src/app/layout.tsx index f7fa87e..021f703 100644 --- a/src/app/layout.tsx +++ b/src/app/layout.tsx @@ -1,6 +1,8 @@ import type { Metadata } from "next"; import { Geist, Geist_Mono } from "next/font/google"; import "./globals.css"; +import { Providers } from "@/components/providers"; +import { Sidebar } from "@/components/sidebar"; const geistSans = Geist({ variable: "--font-geist-sans", @@ -13,8 +15,8 @@ const geistMono = Geist_Mono({ }); export const metadata: Metadata = { - title: "Create Next App", - description: "Generated by create next app", + title: "Finance", + description: "Personal Finance Dashboard", }; export default function RootLayout({ @@ -23,11 +25,16 @@ export default function RootLayout({ children: React.ReactNode; }>) { return ( - + - {children} + +
+ +
{children}
+
+ ); diff --git a/src/app/page.tsx b/src/app/page.tsx index 295f8fd..079556d 100644 --- a/src/app/page.tsx +++ b/src/app/page.tsx @@ -1,65 +1,5 @@ -import Image from "next/image"; +import { redirect } from "next/navigation"; export default function Home() { - return ( -
-
- Next.js logo -
-

- To get started, edit the page.tsx file. -

-

- Looking for a starting point or more instructions? Head over to{" "} - - Templates - {" "} - or the{" "} - - Learning - {" "} - center. -

-
-
- - Vercel logomark - Deploy Now - - - Documentation - -
-
-
- ); + redirect("/transactions"); } diff --git a/src/app/rules/page.tsx b/src/app/rules/page.tsx new file mode 100644 index 0000000..cd6c5b6 --- /dev/null +++ b/src/app/rules/page.tsx @@ -0,0 +1,8 @@ +export default function RulesPage() { + return ( +
+

Rules

+

Coming soon - auto-classify transactions with rules.

+
+ ); +} diff --git a/src/app/shared/page.tsx b/src/app/shared/page.tsx new file mode 100644 index 0000000..607ec08 --- /dev/null +++ b/src/app/shared/page.tsx @@ -0,0 +1,8 @@ +export default function SharedPage() { + return ( +
+

Shared Expenses

+

Coming soon - track shared expenses and splits.

+
+ ); +} diff --git a/src/app/statements/page.tsx b/src/app/statements/page.tsx new file mode 100644 index 0000000..50a222f --- /dev/null +++ b/src/app/statements/page.tsx @@ -0,0 +1,77 @@ +"use client"; + +import Link from "next/link"; +import { useStatements } from "@/lib/hooks"; + +function formatDate(d: string | null) { + if (!d) return "-"; + return new Date(d).toLocaleDateString("en-AU", { + day: "2-digit", + month: "short", + year: "numeric", + }); +} + +function formatCurrency(amount: number | null, currency = "AUD") { + if (amount === null || amount === undefined) return "-"; + return new Intl.NumberFormat("en-AU", { + style: "currency", + currency, + }).format(amount); +} + +export default function StatementsPage() { + const { data: statements, isLoading } = useStatements(); + + return ( +
+

Statements

+ + {isLoading ? ( +

Loading...

+ ) : !statements?.length ? ( +

No statements found

+ ) : ( +
+ {statements.map((s) => ( +
+
+

{s.bank_name}

+ {s.currency} +
+ {s.card_name && ( +

{s.card_name}

+ )} +
+

Account: {s.account_number}

+

+ Period: {formatDate(s.billing_start_date)} - {formatDate(s.billing_end_date)} +

+

Due: {formatDate(s.payment_due_date)}

+
+
+
+

+ {formatCurrency(s.total_amount_due, s.currency)} +

+

+ {s.transaction_count} transactions +

+
+ + View + +
+
+ ))} +
+ )} +
+ ); +} diff --git a/src/app/tags/page.tsx b/src/app/tags/page.tsx new file mode 100644 index 0000000..7ab85a2 --- /dev/null +++ b/src/app/tags/page.tsx @@ -0,0 +1,8 @@ +export default function TagsPage() { + return ( +
+

Tags

+

Coming soon - tag transactions for trips, projects, and more.

+
+ ); +} diff --git a/src/app/transactions/page.tsx b/src/app/transactions/page.tsx new file mode 100644 index 0000000..a86554a --- /dev/null +++ b/src/app/transactions/page.tsx @@ -0,0 +1,358 @@ +"use client"; + +import { useState, useCallback } from "react"; +import { useTransactions, useBanks, useUpdateTransaction, useBulkAction } from "@/lib/hooks"; +import { CATEGORIES, formatCategory } from "@/lib/categories"; + +function formatDate(d: string) { + return new Date(d).toLocaleDateString("en-AU", { + day: "2-digit", + month: "short", + year: "numeric", + }); +} + +function formatAmount(amount: number, type: string) { + const formatted = new Intl.NumberFormat("en-AU", { + style: "currency", + currency: "AUD", + }).format(amount); + return type === "debit" ? formatted : `+${formatted}`; +} + +function TypeBadge({ type }: { type: string }) { + const colors: Record = { + debit: "bg-red-900/30 text-red-400", + credit: "bg-green-900/30 text-green-400", + payment: "bg-blue-900/30 text-blue-400", + refund: "bg-emerald-900/30 text-emerald-400", + fee: "bg-yellow-900/30 text-yellow-400", + interest: "bg-orange-900/30 text-orange-400", + }; + return ( + + {type} + + ); +} + +function InlineEdit({ + value, + onSave, + type = "text", + options, +}: { + value: string; + onSave: (val: string) => void; + type?: "text" | "select"; + options?: { value: string; label: string }[]; +}) { + const [editing, setEditing] = useState(false); + const [draft, setDraft] = useState(value); + + if (!editing) { + return ( + + ); + } + + const commit = () => { + if (draft !== value) onSave(draft); + setEditing(false); + }; + + if (type === "select" && options) { + return ( + + ); + } + + return ( + setDraft(e.target.value)} + onBlur={commit} + onKeyDown={(e) => { if (e.key === "Enter") commit(); if (e.key === "Escape") setEditing(false); }} + className="bg-zinc-800 border border-zinc-600 rounded px-1 py-0.5 text-sm w-full" + /> + ); +} + +export default function TransactionsPage() { + const [filters, setFilters] = useState({ + from: "", + to: "", + category: "", + bank_name: "", + search: "", + sort_by: "transaction_date", + sort_dir: "desc", + limit: 50, + offset: 0, + }); + const [selected, setSelected] = useState>(new Set()); + const [bulkCategory, setBulkCategory] = useState(""); + + const { data, isLoading } = useTransactions(filters); + const { data: banks } = useBanks(); + const updateTxn = useUpdateTransaction(); + const bulkAction = useBulkAction(); + + const toggleSelect = useCallback((id: number) => { + setSelected((prev) => { + const next = new Set(prev); + if (next.has(id)) next.delete(id); + else next.add(id); + return next; + }); + }, []); + + const toggleAll = useCallback(() => { + if (!data?.data) return; + setSelected((prev) => { + if (prev.size === data.data.length) return new Set(); + return new Set(data.data.map((t) => t.id)); + }); + }, [data]); + + const setPage = (newOffset: number) => { + setFilters((f) => ({ ...f, offset: newOffset })); + setSelected(new Set()); + }; + + const toggleSort = (col: string) => { + setFilters((f) => ({ + ...f, + sort_by: col, + sort_dir: f.sort_by === col && f.sort_dir === "desc" ? "asc" : "desc", + offset: 0, + })); + }; + + const categoryOptions = CATEGORIES.map((c) => ({ value: c, label: formatCategory(c) })); + + const totalPages = data ? Math.ceil(data.total / filters.limit) : 0; + const currentPage = Math.floor(filters.offset / filters.limit) + 1; + + return ( +
+

Transactions

+ + {/* Filter bar */} +
+ setFilters((f) => ({ ...f, search: e.target.value, offset: 0 }))} + className="bg-zinc-900 border border-zinc-700 rounded px-3 py-1.5 text-sm w-48" + /> + setFilters((f) => ({ ...f, from: e.target.value, offset: 0 }))} + className="bg-zinc-900 border border-zinc-700 rounded px-3 py-1.5 text-sm" + /> + setFilters((f) => ({ ...f, to: e.target.value, offset: 0 }))} + className="bg-zinc-900 border border-zinc-700 rounded px-3 py-1.5 text-sm" + /> + + +
+ + {/* Bulk action bar */} + {selected.size > 0 && ( +
+ {selected.size} selected + + + +
+ )} + + {/* Table */} +
+ + + + + + + + + + + + + + + {isLoading ? ( + + ) : !data?.data.length ? ( + + ) : ( + data.data.map((t) => ( + + + + + + + + + + + )) + )} + +
+ + toggleSort("transaction_date")} + > + Date {filters.sort_by === "transaction_date" && (filters.sort_dir === "desc" ? "\u2193" : "\u2191")} + DescriptionMerchant toggleSort("amount")} + > + Amount {filters.sort_by === "amount" && (filters.sort_dir === "desc" ? "\u2193" : "\u2191")} + TypeCategoryBank
Loading...
No transactions found
+ toggleSelect(t.id)} + className="accent-blue-600" + /> + {formatDate(t.transaction_date)}{t.description} +
+ updateTxn.mutate({ id: t.id, merchant_normalized: val })} + /> + {t.merchant_override && ( + + )} +
+ 		+ {formatAmount(t.amount, t.transaction_type)} + +
+ updateTxn.mutate({ id: t.id, category: val })} + type="select" + options={categoryOptions} + /> + {t.category_override && ( + + )} +
+ 		{t.bank_name}
+
+ + {/* Pagination */} + {data && data.total > filters.limit && ( +
+ + Showing {filters.offset + 1}-{Math.min(filters.offset + filters.limit, data.total)} of {data.total} + +
+ + + Page {currentPage} of {totalPages} + + +
+
+ )} +
+ ); +} diff --git a/src/components/providers.tsx b/src/components/providers.tsx new file mode 100644 index 0000000..22ce540 --- /dev/null +++ b/src/components/providers.tsx @@ -0,0 +1,19 @@ +"use client"; + +import { QueryClient, QueryClientProvider } from "@tanstack/react-query"; +import { useState } from "react"; + +export function Providers({ children }: { children: React.ReactNode }) { + const [queryClient] = useState( + () => + new QueryClient({ + defaultOptions: { + queries: { staleTime: 30_000, refetchOnWindowFocus: false }, + }, + }) + ); + + return ( + {children} + ); +} diff --git a/src/components/sidebar.tsx b/src/components/sidebar.tsx new file mode 100644 index 0000000..84b2c9f --- /dev/null +++ b/src/components/sidebar.tsx @@ -0,0 +1,78 @@ +"use client"; + +import Link from "next/link"; +import { usePathname } from "next/navigation"; + +const NAV_ITEMS = [ + { href: "/transactions", label: "Transactions", icon: "receipt" }, + { href: "/statements", label: "Statements", icon: "file-text" }, + { href: "/shared", label: "Shared", icon: "users" }, + { href: "/budget", label: "Budget", icon: "bar-chart" }, + { href: "/tags", label: "Tags", icon: "tag" }, + { href: "/rules", label: "Rules", icon: "settings" }, +]; + +const ICONS: Record = { + receipt: ( + + + + ), + "file-text": ( + + + + ), + users: ( + + + + ), + "bar-chart": ( + + + + ), + tag: ( + + + + ), + settings: ( + + + + + ), +}; + +export function Sidebar() { + const pathname = usePathname(); + + return ( + + ); +} diff --git a/src/lib/categories.ts b/src/lib/categories.ts new file mode 100644 index 0000000..bc34f62 --- /dev/null +++ b/src/lib/categories.ts @@ -0,0 +1,33 @@ +export const CATEGORIES = [ + "groceries", + "dining", + "transport", + "fuel", + "shopping", + "utilities", + "entertainment", + "travel", + "health", + "insurance", + "subscriptions", + "cash_advance", + "government", + "education", + "rent", + "transfers", + "income", + "personal_care", + "pets", + "gifts", + "charity", + "other", +] as const; + +export type Category = (typeof CATEGORIES)[number]; + +export function formatCategory(cat: string): string { + return cat + .split("_") + .map((w) => w.charAt(0).toUpperCase() + w.slice(1)) + .join(" "); +} diff --git a/src/lib/db.ts b/src/lib/db.ts new file mode 100644 index 0000000..ab5f86a --- /dev/null +++ b/src/lib/db.ts @@ -0,0 +1,17 @@ +import { PrismaClient } from "@/generated/prisma/client"; +import { PrismaPg } from "@prisma/adapter-pg"; + +const globalForPrisma = globalThis as unknown as { prisma: PrismaClient }; + +function createPrisma() { + const adapter = new PrismaPg({ connectionString: process.env.DATABASE_URL! }); + return new PrismaClient({ adapter }); +} + +export const prisma = globalForPrisma.prisma || createPrisma(); + +if (process.env.NODE_ENV !== "production") globalForPrisma.prisma = prisma; + +export async function queryRaw(sql: string, params: unknown[] = []): Promise { + return prisma.$queryRawUnsafe(sql, ...params); +} diff --git a/src/lib/hooks.ts b/src/lib/hooks.ts new file mode 100644 index 0000000..7274aec --- /dev/null +++ b/src/lib/hooks.ts @@ -0,0 +1,130 @@ +"use client"; + +import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"; +import type { TransactionRow, StatementRow } from "./queries"; + +interface TransactionsResponse { + data: TransactionRow[]; + total: number; + limit: number; + offset: number; +} + +interface TransactionFilters { + from?: string; + to?: string; + category?: string; + bank_name?: string; + search?: string; + statement_id?: string; + sort_by?: string; + sort_dir?: string; + limit?: number; + offset?: number; +} + +function buildParams(filters: TransactionFilters): string { + const params = new URLSearchParams(); + Object.entries(filters).forEach(([key, val]) => { + if (val !== undefined && val !== "") params.set(key, String(val)); + }); + return params.toString(); +} + +export function useTransactions(filters: TransactionFilters) { + return useQuery({ + queryKey: ["transactions", filters], + queryFn: async () => { + const res = await fetch(`/api/transactions?${buildParams(filters)}`); + return res.json(); + }, + }); +} + +export function useTransaction(id: number) { + return useQuery({ + queryKey: ["transaction", id], + queryFn: async () => { + const res = await fetch(`/api/transactions/${id}`); + return res.json(); + }, + }); +} + +export function useStatements() { + return useQuery({ + queryKey: ["statements"], + queryFn: async () => { + const res = await fetch("/api/statements"); + return res.json(); + }, + }); +} + +export function useStatement(id: number) { + return useQuery({ + queryKey: ["statement", id], + queryFn: async () => { + const res = await fetch(`/api/statements/${id}`); + return res.json(); + }, + }); +} + +export function useBanks() { + return useQuery({ + queryKey: ["banks"], + queryFn: async () => { + const res = await fetch("/api/merchants?type=banks"); + return res.json(); + }, + }); +} + +export function useUpdateTransaction() { + const qc = useQueryClient(); + return useMutation({ + mutationFn: async ({ + id, + ...data + }: { + id: number; + category?: string; + merchant_normalized?: string; + notes?: string; + }) => { + const res = await fetch(`/api/transactions/${id}`, { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify(data), + }); + return res.json(); + }, + onSuccess: () => { + qc.invalidateQueries({ queryKey: ["transactions"] }); + qc.invalidateQueries({ queryKey: ["transaction"] }); + }, + }); +} + +export function useBulkAction() { + const qc = useQueryClient(); + return useMutation({ + mutationFn: async (body: { + action: string; + ids: number[]; + category?: string; + merchant_normalized?: string; + }) => { + const res = await fetch("/api/transactions/bulk", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify(body), + }); + return res.json(); + }, + onSuccess: () => { + qc.invalidateQueries({ queryKey: ["transactions"] }); + }, + }); +} diff --git a/src/lib/queries.ts b/src/lib/queries.ts new file mode 100644 index 0000000..018c722 --- /dev/null +++ b/src/lib/queries.ts @@ -0,0 +1,187 @@ +import { queryRaw } from "./db"; + +export interface TransactionRow { + id: number; + statement_id: number; + transaction_date: string; + description: string; + amount: number; + transaction_type: string; + merchant_name: string | null; + merchant_normalized: string | null; + location: string | null; + foreign_currency_amount: number | null; + foreign_currency_code: string | null; + category: string; + row_index: number; + created_at: string; + // override fields + category_override: string | null; + merchant_override: string | null; + notes: string | null; + effective_category: string; + effective_merchant: string; + // statement context + bank_name: string; +} + +export interface StatementRow { + id: number; + bank_name: string; + card_name: string | null; + account_number: string; + account_type: string | null; + billing_start_date: string | null; + billing_end_date: string | null; + total_amount_due: number; + minimum_amount_due: number | null; + payment_due_date: string; + opening_balance: number | null; + closing_balance: number | null; + total_credits: number | null; + total_debits: number | null; + interest_charged: number | null; + fees_charged: number | null; + credit_limit: number | null; + currency: string; + tier_used: string | null; + created_at: string; + transaction_count: number; +} + +interface TransactionFilters { + from?: string; + to?: string; + category?: string; + bank_name?: string; + search?: string; + statement_id?: string; + sort_by?: string; + sort_dir?: string; + limit?: number; + offset?: number; +} + +export async function getTransactions(filters: TransactionFilters) { + const conditions: string[] = []; + const params: unknown[] = []; + let paramIdx = 1; + + if (filters.from) { + conditions.push(`t.transaction_date >= $${paramIdx++}`); + params.push(filters.from); + } + if (filters.to) { + conditions.push(`t.transaction_date <= $${paramIdx++}`); + params.push(filters.to); + } + if (filters.category) { + conditions.push(`COALESCE(o.category_override, t.category) = $${paramIdx++}`); + params.push(filters.category); + } + if (filters.bank_name) { + conditions.push(`s.bank_name = $${paramIdx++}`); + params.push(filters.bank_name); + } + if (filters.search) { + conditions.push(`(t.description ILIKE $${paramIdx} OR t.merchant_name ILIKE $${paramIdx})`); + params.push(`%${filters.search}%`); + paramIdx++; + } + if (filters.statement_id) { + conditions.push(`t.statement_id = $${paramIdx++}`); + params.push(Number(filters.statement_id)); + } + + const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : ""; + + const sortCol = filters.sort_by === "amount" ? "t.amount" : "t.transaction_date"; + const sortDir = filters.sort_dir === "asc" ? "ASC" : "DESC"; + const limit = filters.limit || 50; + const offset = filters.offset || 0; + + // Count query + const countSql = ` + SELECT COUNT(*)::int as total + FROM transactions t + LEFT JOIN transaction_overrides o ON o.transaction_id = t.id + JOIN statements s ON s.id = t.statement_id + ${where} + `; + const countResult = await queryRaw<{ total: number }>(countSql, params); + const total = countResult[0]?.total || 0; + + // Data query + const dataSql = ` + SELECT t.*, + o.category_override, o.merchant_normalized as merchant_override, o.notes, + COALESCE(o.category_override, t.category) as effective_category, + COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) as effective_merchant, + s.bank_name + FROM transactions t + LEFT JOIN transaction_overrides o ON o.transaction_id = t.id + JOIN statements s ON s.id = t.statement_id + ${where} + ORDER BY ${sortCol} ${sortDir}, t.row_index ASC + LIMIT $${paramIdx++} OFFSET $${paramIdx++} + `; + params.push(limit, offset); + + const data = await queryRaw(dataSql, params); + + return { data, total, limit, offset }; +} + +export async function getTransactionById(id: number) { + const sql = ` + SELECT t.*, + o.category_override, o.merchant_normalized as merchant_override, o.notes, + COALESCE(o.category_override, t.category) as effective_category, + COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) as effective_merchant, + s.bank_name + FROM transactions t + LEFT JOIN transaction_overrides o ON o.transaction_id = t.id + JOIN statements s ON s.id = t.statement_id + WHERE t.id = $1 + `; + const rows = await queryRaw(sql, [id]); + return rows[0] || null; +} + +export async function getStatements() { + const sql = ` + SELECT s.*, + (SELECT COUNT(*)::int FROM transactions t WHERE t.statement_id = s.id) as transaction_count + FROM statements s + ORDER BY s.billing_end_date DESC NULLS LAST, s.created_at DESC + `; + return queryRaw(sql); +} + +export async function getStatementById(id: number) { + const sql = ` + SELECT s.*, + (SELECT COUNT(*)::int FROM transactions t WHERE t.statement_id = s.id) as transaction_count + FROM statements s + WHERE s.id = $1 + `; + const rows = await queryRaw(sql, [id]); + return rows[0] || null; +} + +export async function getMerchantSuggestions(search: string) { + const sql = ` + SELECT DISTINCT COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) as merchant + FROM transactions t + LEFT JOIN transaction_overrides o ON o.transaction_id = t.id + WHERE COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) ILIKE $1 + ORDER BY merchant + LIMIT 20 + `; + return queryRaw<{ merchant: string }>(sql, [`%${search}%`]); +} + +export async function getBankNames() { + const sql = `SELECT DISTINCT bank_name FROM statements ORDER BY bank_name`; + return queryRaw<{ bank_name: string }>(sql); +}