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.
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import { queryRaw } from "./db";
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export interface TransactionRow {
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id: number;
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statement_id: number;
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transaction_date: string;
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description: string;
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amount: number;
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transaction_type: string;
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merchant_name: string | null;
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merchant_normalized: string | null;
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location: string | null;
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foreign_currency_amount: number | null;
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foreign_currency_code: string | null;
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category: string;
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row_index: number;
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created_at: string;
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// override fields
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category_override: string | null;
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merchant_override: string | null;
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notes: string | null;
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effective_category: string;
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effective_merchant: string;
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// statement context
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bank_name: string;
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}
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export interface StatementRow {
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id: number;
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bank_name: string;
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card_name: string | null;
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account_number: string;
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account_type: string | null;
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billing_start_date: string | null;
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billing_end_date: string | null;
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total_amount_due: number;
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minimum_amount_due: number | null;
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payment_due_date: string;
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opening_balance: number | null;
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closing_balance: number | null;
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total_credits: number | null;
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total_debits: number | null;
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interest_charged: number | null;
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fees_charged: number | null;
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credit_limit: number | null;
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currency: string;
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tier_used: string | null;
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created_at: string;
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transaction_count: number;
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}
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interface TransactionFilters {
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from?: string;
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to?: string;
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category?: string;
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bank_name?: string;
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search?: string;
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statement_id?: string;
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sort_by?: string;
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sort_dir?: string;
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limit?: number;
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offset?: number;
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}
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export async function getTransactions(filters: TransactionFilters) {
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const conditions: string[] = [];
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const params: unknown[] = [];
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let paramIdx = 1;
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if (filters.from) {
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conditions.push(`t.transaction_date >= $${paramIdx++}`);
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params.push(filters.from);
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}
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if (filters.to) {
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conditions.push(`t.transaction_date <= $${paramIdx++}`);
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params.push(filters.to);
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}
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if (filters.category) {
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conditions.push(`COALESCE(o.category_override, t.category) = $${paramIdx++}`);
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params.push(filters.category);
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}
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if (filters.bank_name) {
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conditions.push(`s.bank_name = $${paramIdx++}`);
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params.push(filters.bank_name);
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}
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if (filters.search) {
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conditions.push(`(t.description ILIKE $${paramIdx} OR t.merchant_name ILIKE $${paramIdx})`);
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params.push(`%${filters.search}%`);
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paramIdx++;
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}
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if (filters.statement_id) {
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conditions.push(`t.statement_id = $${paramIdx++}`);
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params.push(Number(filters.statement_id));
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}
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const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
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const sortCol = filters.sort_by === "amount" ? "t.amount" : "t.transaction_date";
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const sortDir = filters.sort_dir === "asc" ? "ASC" : "DESC";
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const limit = filters.limit || 50;
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const offset = filters.offset || 0;
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// Count query
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const countSql = `
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SELECT COUNT(*)::int as total
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FROM transactions t
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LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
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JOIN statements s ON s.id = t.statement_id
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${where}
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`;
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const countResult = await queryRaw<{ total: number }>(countSql, params);
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const total = countResult[0]?.total || 0;
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// Data query
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const dataSql = `
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SELECT t.*,
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o.category_override, o.merchant_normalized as merchant_override, o.notes,
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COALESCE(o.category_override, t.category) as effective_category,
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COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) as effective_merchant,
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s.bank_name
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FROM transactions t
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LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
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JOIN statements s ON s.id = t.statement_id
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${where}
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ORDER BY ${sortCol} ${sortDir}, t.row_index ASC
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LIMIT $${paramIdx++} OFFSET $${paramIdx++}
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`;
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params.push(limit, offset);
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const data = await queryRaw<TransactionRow>(dataSql, params);
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return { data, total, limit, offset };
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}
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export async function getTransactionById(id: number) {
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const sql = `
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SELECT t.*,
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o.category_override, o.merchant_normalized as merchant_override, o.notes,
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COALESCE(o.category_override, t.category) as effective_category,
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COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) as effective_merchant,
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s.bank_name
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FROM transactions t
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LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
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JOIN statements s ON s.id = t.statement_id
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WHERE t.id = $1
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`;
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const rows = await queryRaw<TransactionRow>(sql, [id]);
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return rows[0] || null;
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}
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export async function getStatements() {
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const sql = `
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SELECT s.*,
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(SELECT COUNT(*)::int FROM transactions t WHERE t.statement_id = s.id) as transaction_count
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FROM statements s
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ORDER BY s.billing_end_date DESC NULLS LAST, s.created_at DESC
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`;
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return queryRaw<StatementRow>(sql);
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}
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export async function getStatementById(id: number) {
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const sql = `
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SELECT s.*,
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(SELECT COUNT(*)::int FROM transactions t WHERE t.statement_id = s.id) as transaction_count
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FROM statements s
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WHERE s.id = $1
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`;
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const rows = await queryRaw<StatementRow>(sql, [id]);
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return rows[0] || null;
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}
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export async function getMerchantSuggestions(search: string) {
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const sql = `
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SELECT DISTINCT COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) as merchant
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FROM transactions t
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LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
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WHERE COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) ILIKE $1
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ORDER BY merchant
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LIMIT 20
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`;
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return queryRaw<{ merchant: string }>(sql, [`%${search}%`]);
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}
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export async function getBankNames() {
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const sql = `SELECT DISTINCT bank_name FROM statements ORDER BY bank_name`;
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return queryRaw<{ bank_name: string }>(sql);
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}
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