Commit Graph

4 Commits

Author SHA1 Message Date
siddharthd 0a1f6b48a2 feat(ui): mobile-responsive sidebar + rules improvements
- Sidebar: hidden on mobile, opens as slide-out drawer with hamburger
  toggle; auto-closes on navigation; desktop layout unchanged
- Layout: responsive padding accounting for mobile header bar
- Rules: add tag as a condition field (has/not-has tag)
- Rules: apply a single rule via per-rule Apply button
- Rules: splits-from defaults to 2026-01-09
2026-03-21 08:33:08 +11:00
siddharthd 9f90d8726f feat(rules): apply_split rules with run history and revert
- POST /api/rules/apply — run all enabled rules against unmatched transactions
- POST /api/rules/apply/:id — apply a single rule by id
- DELETE /api/rules/apply/:id — revert a rule run (remove applied splits)
- Rules page: show run history with revert button, apply individual rules
2026-03-14 20:06:19 +11:00
siddharthd 31cffbe1bb feat(finance): Phase 5 — Rules Engine
Add rules engine with CRUD API, condition/action evaluation, and apply-all endpoint.
UI: rule builder form with field/operator/value conditions, tag multi-select, apply button with result stats.
2026-03-08 16:56:13 +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