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.
2026-03-07 23:31:40 +11:00
parent 28207b42b5
commit 35a5be97b0
31 changed files with 2243 additions and 99 deletions
@@ -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 (
+    <QueryClientProvider client={queryClient}>{children}</QueryClientProvider>
+  );
+}
@@ -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<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>
+  );
+}