feat: initial finance SPA — phases 1 & 2

Next.js 16 personal finance dashboard connected to postgres-personal.

Phase 1 (Foundation):
- API routes: GET /api/transactions (paginated, filterable, sortable),
  GET /api/statements, GET /api/merchants
- Transactions data table with date/category/bank/search filters, pagination, sort
- Statements card grid with period, due date, amount, transaction count
- Sidebar layout with nav for all planned sections

Phase 2 (Normalisation):
- PATCH /api/transactions/[id] — upsert transaction_overrides
- POST /api/transactions/bulk — bulk categorize/normalize
- Inline click-to-edit category (22 options) and merchant name
- Blue dot override indicator, bulk action bar
- Effective values via COALESCE(override, llm_value) pattern

Stack: Next.js 16 (App Router, standalone), Prisma 7.x + @prisma/adapter-pg,
TanStack Query, Tailwind CSS. Auth via Traefik chain-oauth@file.
This commit is contained in:
2026-03-07 23:31:40 +11:00
parent 28207b42b5
commit 35a5be97b0
31 changed files with 2243 additions and 99 deletions
+16
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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));
}
+12
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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);
}
+7
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@@ -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);
}
+46
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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<string, unknown> = { 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);
}
+42
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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 });
}
+21
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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);
}
+8
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export default function BudgetPage() {
return (
<div>
<h2 className="text-xl font-semibold mb-4">Budget</h2>
<p className="text-zinc-500">Coming soon - monthly budgets and analytics.</p>
</div>
);
}
-20
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@@ -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;
}
+12 -5
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@@ -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 (
<html lang="en">
<html lang="en" className="dark">
<body
className={`${geistSans.variable} ${geistMono.variable} antialiased`}
className={`${geistSans.variable} ${geistMono.variable} antialiased bg-zinc-950 text-zinc-100`}
>
{children}
<Providers>
<div className="flex min-h-screen">
<Sidebar />
<main className="flex-1 p-6 overflow-auto">{children}</main>
</div>
</Providers>
</body>
</html>
);
+2 -62
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@@ -1,65 +1,5 @@
import Image from "next/image";
import { redirect } from "next/navigation";
export default function Home() {
return (
<div className="flex min-h-screen items-center justify-center bg-zinc-50 font-sans dark:bg-black">
<main className="flex min-h-screen w-full max-w-3xl flex-col items-center justify-between py-32 px-16 bg-white dark:bg-black sm:items-start">
<Image
className="dark:invert"
src="/next.svg"
alt="Next.js logo"
width={100}
height={20}
priority
/>
<div className="flex flex-col items-center gap-6 text-center sm:items-start sm:text-left">
<h1 className="max-w-xs text-3xl font-semibold leading-10 tracking-tight text-black dark:text-zinc-50">
To get started, edit the page.tsx file.
</h1>
<p className="max-w-md text-lg leading-8 text-zinc-600 dark:text-zinc-400">
Looking for a starting point or more instructions? Head over to{" "}
<a
href="https://vercel.com/templates?framework=next.js&utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
className="font-medium text-zinc-950 dark:text-zinc-50"
>
Templates
</a>{" "}
or the{" "}
<a
href="https://nextjs.org/learn?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
className="font-medium text-zinc-950 dark:text-zinc-50"
>
Learning
</a>{" "}
center.
</p>
</div>
<div className="flex flex-col gap-4 text-base font-medium sm:flex-row">
<a
className="flex h-12 w-full items-center justify-center gap-2 rounded-full bg-foreground px-5 text-background transition-colors hover:bg-[#383838] dark:hover:bg-[#ccc] md:w-[158px]"
href="https://vercel.com/new?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
target="_blank"
rel="noopener noreferrer"
>
<Image
className="dark:invert"
src="/vercel.svg"
alt="Vercel logomark"
width={16}
height={16}
/>
Deploy Now
</a>
<a
className="flex h-12 w-full items-center justify-center rounded-full border border-solid border-black/[.08] px-5 transition-colors hover:border-transparent hover:bg-black/[.04] dark:border-white/[.145] dark:hover:bg-[#1a1a1a] md:w-[158px]"
href="https://nextjs.org/docs?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
target="_blank"
rel="noopener noreferrer"
>
Documentation
</a>
</div>
</main>
</div>
);
redirect("/transactions");
}
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export default function RulesPage() {
return (
<div>
<h2 className="text-xl font-semibold mb-4">Rules</h2>
<p className="text-zinc-500">Coming soon - auto-classify transactions with rules.</p>
</div>
);
}
+8
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export default function SharedPage() {
return (
<div>
<h2 className="text-xl font-semibold mb-4">Shared Expenses</h2>
<p className="text-zinc-500">Coming soon - track shared expenses and splits.</p>
</div>
);
}
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"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 (
<div>
<h2 className="text-xl font-semibold mb-4">Statements</h2>
{isLoading ? (
<p className="text-zinc-500">Loading...</p>
) : !statements?.length ? (
<p className="text-zinc-500">No statements found</p>
) : (
<div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
{statements.map((s) => (
<div
key={s.id}
className="border border-zinc-800 rounded-lg p-4 bg-zinc-900/50 hover:border-zinc-700 transition-colors"
>
<div className="flex items-center justify-between mb-2">
<h3 className="font-medium">{s.bank_name}</h3>
<span className="text-xs text-zinc-500">{s.currency}</span>
</div>
{s.card_name && (
<p className="text-sm text-zinc-400 mb-2">{s.card_name}</p>
)}
<div className="text-sm text-zinc-400 space-y-1">
<p>Account: {s.account_number}</p>
<p>
Period: {formatDate(s.billing_start_date)} - {formatDate(s.billing_end_date)}
</p>
<p>Due: {formatDate(s.payment_due_date)}</p>
</div>
<div className="mt-3 pt-3 border-t border-zinc-800 flex items-center justify-between">
<div>
<p className="text-lg font-semibold text-red-400">
{formatCurrency(s.total_amount_due, s.currency)}
</p>
<p className="text-xs text-zinc-500">
{s.transaction_count} transactions
</p>
</div>
<Link
href={`/transactions?statement_id=${s.id}`}
className="px-3 py-1.5 bg-zinc-800 hover:bg-zinc-700 rounded text-sm transition-colors"
>
View
</Link>
</div>
</div>
))}
</div>
)}
</div>
);
}
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export default function TagsPage() {
return (
<div>
<h2 className="text-xl font-semibold mb-4">Tags</h2>
<p className="text-zinc-500">Coming soon - tag transactions for trips, projects, and more.</p>
</div>
);
}
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"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<string, string> = {
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 (
<span className={`px-2 py-0.5 rounded text-xs font-medium ${colors[type] || "bg-zinc-800 text-zinc-400"}`}>
{type}
</span>
);
}
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 (
<button
onClick={() => { setDraft(value); setEditing(true); }}
className="text-left hover:bg-zinc-800 px-1 -mx-1 rounded cursor-pointer transition-colors w-full truncate"
title="Click to edit"
>
{value || <span className="text-zinc-600 italic">unset</span>}
</button>
);
}
const commit = () => {
if (draft !== value) onSave(draft);
setEditing(false);
};
if (type === "select" && options) {
return (
<select
autoFocus
value={draft}
onChange={(e) => { setDraft(e.target.value); }}
onBlur={commit}
className="bg-zinc-800 border border-zinc-600 rounded px-1 py-0.5 text-sm w-full"
>
{options.map((o) => (
<option key={o.value} value={o.value}>{o.label}</option>
))}
</select>
);
}
return (
<input
autoFocus
value={draft}
onChange={(e) => 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<Set<number>>(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 (
<div>
<h2 className="text-xl font-semibold mb-4">Transactions</h2>
{/* Filter bar */}
<div className="flex flex-wrap gap-3 mb-4">
<input
type="text"
placeholder="Search..."
value={filters.search}
onChange={(e) => 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"
/>
<input
type="date"
value={filters.from}
onChange={(e) => 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"
/>
<input
type="date"
value={filters.to}
onChange={(e) => 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"
/>
<select
value={filters.category}
onChange={(e) => setFilters((f) => ({ ...f, category: e.target.value, offset: 0 }))}
className="bg-zinc-900 border border-zinc-700 rounded px-3 py-1.5 text-sm"
>
<option value="">All Categories</option>
{CATEGORIES.map((c) => (
<option key={c} value={c}>{formatCategory(c)}</option>
))}
</select>
<select
value={filters.bank_name}
onChange={(e) => setFilters((f) => ({ ...f, bank_name: e.target.value, offset: 0 }))}
className="bg-zinc-900 border border-zinc-700 rounded px-3 py-1.5 text-sm"
>
<option value="">All Banks</option>
{banks?.map((b) => (
<option key={b} value={b}>{b}</option>
))}
</select>
</div>
{/* Bulk action bar */}
{selected.size > 0 && (
<div className="flex items-center gap-3 mb-3 p-2 bg-zinc-900 border border-zinc-700 rounded">
<span className="text-sm text-zinc-400">{selected.size} selected</span>
<select
value={bulkCategory}
onChange={(e) => setBulkCategory(e.target.value)}
className="bg-zinc-800 border border-zinc-600 rounded px-2 py-1 text-sm"
>
<option value="">Set category...</option>
{CATEGORIES.map((c) => (
<option key={c} value={c}>{formatCategory(c)}</option>
))}
</select>
<button
disabled={!bulkCategory || bulkAction.isPending}
onClick={() => {
bulkAction.mutate(
{ action: "categorize", ids: Array.from(selected), category: bulkCategory },
{ onSuccess: () => { setSelected(new Set()); setBulkCategory(""); } }
);
}}
className="px-3 py-1 bg-blue-600 hover:bg-blue-700 disabled:opacity-50 rounded text-sm"
>
Apply
</button>
<button
onClick={() => setSelected(new Set())}
className="px-3 py-1 text-zinc-400 hover:text-white text-sm"
>
Clear
</button>
</div>
)}
{/* Table */}
<div className="overflow-x-auto border border-zinc-800 rounded-lg">
<table className="w-full text-sm">
<thead>
<tr className="border-b border-zinc-800 bg-zinc-900/50">
<th className="p-2 w-8">
<input
type="checkbox"
checked={data?.data.length ? selected.size === data.data.length : false}
onChange={toggleAll}
className="accent-blue-600"
/>
</th>
<th
className="p-2 text-left cursor-pointer hover:text-white"
onClick={() => toggleSort("transaction_date")}
>
Date {filters.sort_by === "transaction_date" && (filters.sort_dir === "desc" ? "\u2193" : "\u2191")}
</th>
<th className="p-2 text-left">Description</th>
<th className="p-2 text-left">Merchant</th>
<th
className="p-2 text-right cursor-pointer hover:text-white"
onClick={() => toggleSort("amount")}
>
Amount {filters.sort_by === "amount" && (filters.sort_dir === "desc" ? "\u2193" : "\u2191")}
</th>
<th className="p-2 text-left">Type</th>
<th className="p-2 text-left">Category</th>
<th className="p-2 text-left">Bank</th>
</tr>
</thead>
<tbody>
{isLoading ? (
<tr><td colSpan={8} className="p-8 text-center text-zinc-500">Loading...</td></tr>
) : !data?.data.length ? (
<tr><td colSpan={8} className="p-8 text-center text-zinc-500">No transactions found</td></tr>
) : (
data.data.map((t) => (
<tr
key={t.id}
className={`border-b border-zinc-800/50 hover:bg-zinc-900/30 ${
selected.has(t.id) ? "bg-zinc-800/40" : ""
}`}
>
<td className="p-2">
<input
type="checkbox"
checked={selected.has(t.id)}
onChange={() => toggleSelect(t.id)}
className="accent-blue-600"
/>
</td>
<td className="p-2 whitespace-nowrap">{formatDate(t.transaction_date)}</td>
<td className="p-2 max-w-xs truncate" title={t.description}>{t.description}</td>
<td className="p-2 max-w-[150px]">
<div className="relative">
<InlineEdit
value={t.effective_merchant || ""}
onSave={(val) => updateTxn.mutate({ id: t.id, merchant_normalized: val })}
/>
{t.merchant_override && (
<span className="absolute -left-2 top-1/2 -translate-y-1/2 w-1.5 h-1.5 bg-blue-500 rounded-full" title="Manually overridden" />
)}
</div>
</td>
<td className={`p-2 text-right whitespace-nowrap font-mono ${
t.transaction_type === "debit" ? "text-red-400" : "text-green-400"
}`}>
{formatAmount(t.amount, t.transaction_type)}
</td>
<td className="p-2"><TypeBadge type={t.transaction_type} /></td>
<td className="p-2 max-w-[140px]">
<div className="relative">
<InlineEdit
value={t.effective_category}
onSave={(val) => updateTxn.mutate({ id: t.id, category: val })}
type="select"
options={categoryOptions}
/>
{t.category_override && (
<span className="absolute -left-2 top-1/2 -translate-y-1/2 w-1.5 h-1.5 bg-blue-500 rounded-full" title="Manually overridden" />
)}
</div>
</td>
<td className="p-2 text-zinc-400 whitespace-nowrap">{t.bank_name}</td>
</tr>
))
)}
</tbody>
</table>
</div>
{/* Pagination */}
{data && data.total > filters.limit && (
<div className="flex items-center justify-between mt-4">
<span className="text-sm text-zinc-500">
Showing {filters.offset + 1}-{Math.min(filters.offset + filters.limit, data.total)} of {data.total}
</span>
<div className="flex gap-2">
<button
disabled={currentPage <= 1}
onClick={() => setPage(filters.offset - filters.limit)}
className="px-3 py-1 bg-zinc-800 hover:bg-zinc-700 disabled:opacity-50 rounded text-sm"
>
Previous
</button>
<span className="px-3 py-1 text-sm text-zinc-400">
Page {currentPage} of {totalPages}
</span>
<button
disabled={currentPage >= totalPages}
onClick={() => setPage(filters.offset + filters.limit)}
className="px-3 py-1 bg-zinc-800 hover:bg-zinc-700 disabled:opacity-50 rounded text-sm"
>
Next
</button>
</div>
</div>
)}
</div>
);
}
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"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 (
<QueryClientProvider client={queryClient}>{children}</QueryClientProvider>
);
}
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"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<string, React.ReactNode> = {
receipt: (
<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2" />
</svg>
),
"file-text": (
<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" />
</svg>
),
users: (
<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M12 4.354a4 4 0 110 5.292M15 21H3v-1a6 6 0 0112 0v1zm0 0h6v-1a6 6 0 00-9-5.197M13 7a4 4 0 11-8 0 4 4 0 018 0z" />
</svg>
),
"bar-chart": (
<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z" />
</svg>
),
tag: (
<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M7 7h.01M7 3h5c.512 0 1.024.195 1.414.586l7 7a2 2 0 010 2.828l-7 7a2 2 0 01-2.828 0l-7-7A1.994 1.994 0 013 12V7a4 4 0 014-4z" />
</svg>
),
settings: (
<svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M10.325 4.317c.426-1.756 2.924-1.756 3.35 0a1.724 1.724 0 002.573 1.066c1.543-.94 3.31.826 2.37 2.37a1.724 1.724 0 001.066 2.573c1.756.426 1.756 2.924 0 3.35a1.724 1.724 0 00-1.066 2.573c.94 1.543-.826 3.31-2.37 2.37a1.724 1.724 0 00-2.573 1.066c-.426 1.756-2.924 1.756-3.35 0a1.724 1.724 0 00-2.573-1.066c-1.543.94-3.31-.826-2.37-2.37a1.724 1.724 0 00-1.066-2.573c-1.756-.426-1.756-2.924 0-3.35a1.724 1.724 0 001.066-2.573c-.94-1.543.826-3.31 2.37-2.37.996.608 2.296.07 2.572-1.065z" />
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M15 12a3 3 0 11-6 0 3 3 0 016 0z" />
</svg>
),
};
export function Sidebar() {
const pathname = usePathname();
return (
<aside className="w-56 bg-zinc-900 border-r border-zinc-800 flex flex-col min-h-screen">
<div className="p-4 border-b border-zinc-800">
<h1 className="text-lg font-semibold text-white">Finance</h1>
</div>
<nav className="flex-1 p-2">
{NAV_ITEMS.map((item) => {
const active = pathname.startsWith(item.href);
return (
<Link
key={item.href}
href={item.href}
className={`flex items-center gap-3 px-3 py-2 rounded-md text-sm mb-0.5 transition-colors ${
active
? "bg-zinc-800 text-white"
: "text-zinc-400 hover:text-white hover:bg-zinc-800/50"
}`}
>
{ICONS[item.icon]}
{item.label}
</Link>
);
})}
</nav>
</aside>
);
}
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export const CATEGORIES = [
"groceries",
"dining",
"transport",
"fuel",
"shopping",
"utilities",
"entertainment",
"travel",
"health",
"insurance",
"subscriptions",
"cash_advance",
"government",
"education",
"rent",
"transfers",
"income",
"personal_care",
"pets",
"gifts",
"charity",
"other",
] as const;
export type Category = (typeof CATEGORIES)[number];
export function formatCategory(cat: string): string {
return cat
.split("_")
.map((w) => w.charAt(0).toUpperCase() + w.slice(1))
.join(" ");
}
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import { PrismaClient } from "@/generated/prisma/client";
import { PrismaPg } from "@prisma/adapter-pg";
const globalForPrisma = globalThis as unknown as { prisma: PrismaClient };
function createPrisma() {
const adapter = new PrismaPg({ connectionString: process.env.DATABASE_URL! });
return new PrismaClient({ adapter });
}
export const prisma = globalForPrisma.prisma || createPrisma();
if (process.env.NODE_ENV !== "production") globalForPrisma.prisma = prisma;
export async function queryRaw<T>(sql: string, params: unknown[] = []): Promise<T[]> {
return prisma.$queryRawUnsafe<T[]>(sql, ...params);
}
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"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<TransactionsResponse>({
queryKey: ["transactions", filters],
queryFn: async () => {
const res = await fetch(`/api/transactions?${buildParams(filters)}`);
return res.json();
},
});
}
export function useTransaction(id: number) {
return useQuery<TransactionRow>({
queryKey: ["transaction", id],
queryFn: async () => {
const res = await fetch(`/api/transactions/${id}`);
return res.json();
},
});
}
export function useStatements() {
return useQuery<StatementRow[]>({
queryKey: ["statements"],
queryFn: async () => {
const res = await fetch("/api/statements");
return res.json();
},
});
}
export function useStatement(id: number) {
return useQuery<StatementRow>({
queryKey: ["statement", id],
queryFn: async () => {
const res = await fetch(`/api/statements/${id}`);
return res.json();
},
});
}
export function useBanks() {
return useQuery<string[]>({
queryKey: ["banks"],
queryFn: async () => {
const res = await fetch("/api/merchants?type=banks");
return res.json();
},
});
}
export function useUpdateTransaction() {
const qc = useQueryClient();
return useMutation({
mutationFn: async ({
id,
...data
}: {
id: number;
category?: string;
merchant_normalized?: string;
notes?: string;
}) => {
const res = await fetch(`/api/transactions/${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"] });
},
});
}
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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<TransactionRow>(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<TransactionRow>(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<StatementRow>(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<StatementRow>(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);
}