siddharthd/finance-app
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Author SHA1 Message Date
siddharthd 1296555f17 test: add unit and integration test suites 
- Extract evaluateCondition + rule types into src/lib/rules.ts for testability
- 48 unit tests for evaluateCondition (all fields/operators) and formatCategory
- 21 integration tests for getTransactions filters and getParticipantBalances
- Vitest configs for unit (vitest.config.ts) and integration (vitest.integration.config.ts)
- setup-test-db.sh creates personal_test DB from production schema via pg_dump
- Use vi.doMock + dynamic import pattern to isolate test DB from Prisma singleton
 2026-04-01 19:59:29 +11:00
siddharthd 30a7857d13 feat(analytics): replace budget page with spending analytics + split-adjusted amounts 
- Rename 'Budget' → 'Analytics' in sidebar
- Rewrite /budget page: summary cards, recharts bar charts (monthly trend + category breakdown), 6-month trend table
- Fix analytics API to count only user's share for split transactions (CASE WHEN ts.share_percent IS NOT NULL THEN amount * share_percent / 100 ELSE amount END)
- Install recharts
 2026-03-08 17:58:33 +11:00
siddharthd 35a5be97b0 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
siddharthd 28207b42b5 Initial commit from Create Next App 2026-03-07 19:32:57 +11:00