feat(merchants): scatter plot, merchant profiles, and per-merchant transaction history

- /merchants page with spend-vs-frequency scatter chart (click to open profile) - Merchant profile drawer: stats, monthly trend line, full transaction history - /api/analytics/merchants: split-adjusted merchant aggregates + monthly trends - /api/analytics/merchants/[merchant]: per-merchant transaction list - Add Merchants nav item to sidebar
2026-03-10 00:05:48 +11:00
parent 2a10450c3e
commit 714c5a9b25
5 changed files with 647 additions and 0 deletions
@@ -0,0 +1,53 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getCurrentUser } from "@/lib/auth";
+import { queryRaw } from "@/lib/db";
+
+export async function GET(
+  req: NextRequest,
+  { params }: { params: Promise<{ merchant: string }> }
+) {
+  const user = await getCurrentUser(req);
+  if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+
+  const { merchant } = await params;
+  const decoded = decodeURIComponent(merchant);
+
+  const transactions = await queryRaw<{
+    id: number;
+    transaction_date: string;
+    description: string;
+    amount: number;
+    amount_aud: number | null;
+    my_amount: number;
+    transaction_type: string;
+    category: string;
+    bank_name: string;
+    statement_id: number;
+  }>(`
+    SELECT
+      t.id,
+      t.transaction_date::text,
+      t.description,
+      t.amount,
+      t.amount_aud,
+      CASE
+        WHEN ts.share_percent IS NOT NULL THEN COALESCE(t.amount_aud, t.amount) * ts.share_percent / 100
+        ELSE COALESCE(t.amount_aud, t.amount)
+      END::numeric(10,2) as my_amount,
+      t.transaction_type,
+      COALESCE(o.category_override, t.category) as category,
+      s.bank_name,
+      t.statement_id
+    FROM transactions t
+    JOIN statements s ON s.id = t.statement_id
+    LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
+    LEFT JOIN transaction_splits ts ON ts.transaction_id = t.id AND ts.participant_id = $1
+    WHERE s.owner_id = $1
+      AND t.transaction_type IN ('debit', 'fee')
+      AND COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name, t.description) = $2
+    ORDER BY t.transaction_date DESC
+    LIMIT 500
+  `, [user.id, decoded]);
+
+  return NextResponse.json({ transactions });
+}
@@ -0,0 +1,112 @@
+import { NextRequest, NextResponse } from "next/server";
+import { getCurrentUser } from "@/lib/auth";
+import { queryRaw } from "@/lib/db";
+
+export async function GET(req: NextRequest) {
+  const user = await getCurrentUser(req);
+  if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+
+  const { searchParams } = new URL(req.url);
+  const months = Math.min(24, Math.max(1, Number(searchParams.get("months") || "12")));
+
+  const cutoff = new Date();
+  cutoff.setMonth(cutoff.getMonth() - months);
+  const fromDate = cutoff.toISOString().slice(0, 10);
+
+  // Merchant aggregates — split-adjusted, debit transactions only
+  const rows = await queryRaw<{
+    merchant: string;
+    category: string;
+    transaction_count: number;
+    total_spend: number;
+    avg_transaction: number;
+    first_seen: string;
+    last_seen: string;
+    months_active: number;
+  }>(`
+    SELECT
+      COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name, t.description) as merchant,
+      MODE() WITHIN GROUP (ORDER BY COALESCE(o.category_override, t.category)) as category,
+      COUNT(*)::int as transaction_count,
+      SUM(
+        CASE
+          WHEN ts.share_percent IS NOT NULL THEN COALESCE(t.amount_aud, t.amount) * ts.share_percent / 100
+          ELSE COALESCE(t.amount_aud, t.amount)
+        END
+      )::numeric(12,2) as total_spend,
+      AVG(
+        CASE
+          WHEN ts.share_percent IS NOT NULL THEN COALESCE(t.amount_aud, t.amount) * ts.share_percent / 100
+          ELSE COALESCE(t.amount_aud, t.amount)
+        END
+      )::numeric(10,2) as avg_transaction,
+      MIN(t.transaction_date)::text as first_seen,
+      MAX(t.transaction_date)::text as last_seen,
+      COUNT(DISTINCT TO_CHAR(DATE_TRUNC('month', t.transaction_date::date), 'YYYY-MM'))::int as months_active
+    FROM transactions t
+    JOIN statements s ON s.id = t.statement_id
+    LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
+    LEFT JOIN transaction_splits ts ON ts.transaction_id = t.id AND ts.participant_id = $1
+    WHERE s.owner_id = $1
+      AND t.transaction_type IN ('debit', 'fee')
+      AND t.transaction_date >= $2
+      AND COALESCE(o.category_override, t.category) NOT IN ('transfers', 'investment')
+    GROUP BY 1
+    HAVING SUM(
+      CASE
+        WHEN ts.share_percent IS NOT NULL THEN COALESCE(t.amount_aud, t.amount) * ts.share_percent / 100
+        ELSE COALESCE(t.amount_aud, t.amount)
+      END
+    ) > 0
+    ORDER BY total_spend DESC
+    LIMIT 200
+  `, [user.id, fromDate]);
+
+  // Monthly trend per merchant (top 50 by spend)
+  const topMerchants = rows.slice(0, 50).map((r) => r.merchant);
+
+  interface TrendRow { merchant: string; month: string; total: number }
+  let trendRows: TrendRow[] = [];
+  if (topMerchants.length > 0) {
+    trendRows = await queryRaw<TrendRow>(`
+      SELECT
+        COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name, t.description) as merchant,
+        TO_CHAR(DATE_TRUNC('month', t.transaction_date::date), 'YYYY-MM') as month,
+        SUM(
+          CASE
+            WHEN ts.share_percent IS NOT NULL THEN COALESCE(t.amount_aud, t.amount) * ts.share_percent / 100
+            ELSE COALESCE(t.amount_aud, t.amount)
+          END
+        )::numeric(10,2) as total
+      FROM transactions t
+      JOIN statements s ON s.id = t.statement_id
+      LEFT JOIN transaction_overrides o ON o.transaction_id = t.id
+      LEFT JOIN transaction_splits ts ON ts.transaction_id = t.id AND ts.participant_id = $1
+      WHERE s.owner_id = $1
+        AND t.transaction_type IN ('debit', 'fee')
+        AND t.transaction_date >= $2
+        AND COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name, t.description) = ANY($3)
+        AND COALESCE(o.category_override, t.category) NOT IN ('transfers', 'investment')
+      GROUP BY 1, 2
+      ORDER BY 1, 2
+    `, [user.id, fromDate, topMerchants]);
+  }
+
+  // Group trend data by merchant
+  const trendByMerchant: Record<string, Record<string, number>> = {};
+  for (const tr of trendRows) {
+    if (!trendByMerchant[tr.merchant]) trendByMerchant[tr.merchant] = {};
+    trendByMerchant[tr.merchant][tr.month] = Number(tr.total);
+  }
+
+  const merchants = rows.map((r) => ({
+    ...r,
+    transaction_count: Number(r.transaction_count),
+    total_spend: Number(r.total_spend),
+    avg_transaction: Number(r.avg_transaction),
+    months_active: Number(r.months_active),
+    monthly_trend: trendByMerchant[r.merchant] || {},
+  }));
+
+  return NextResponse.json({ merchants, months });
+}