Commit Graph
11 Commits
Author SHA1 Message Date
siddharthd 0c1f88ed9c feat(transactions): add imported date column, split filter, and sortable columns
- Show created_at as "Imported" column in transactions and shared views
- For reconciled transactions, show original CSV import date (not statement processing date) via LEFT JOIN on reconciled_with_id
- Add has_split filter (all/split only/unsplit only) to transactions page
- Transactions table: sortable by imported date; split filter dropdown
- Shared table: client-side sort by date, imported, and amount
2026-05-10 16:04:54 +10:00
siddharthd 07b8c1ef16 fix(shared): exclude payments from balance when tag filter is active 2026-04-13 05:41:00 +10:00
siddharthd 1b561af9e9 feat(filters): add No tags filter to transactions and shared pages 2026-04-13 05:20:49 +10:00
siddharthd 7491e70a15 fix(participants): show Me contextually per logged-in user
Participant id=1 was named "Me" in the DB, causing Sonu and other users
to see "Me" referring to Siddharth when viewing splits and shared expenses.

- Rename participant id=1 from "Me" to "Siddharth" in the DB
- /api/participants now substitutes "Me" for whichever participant matches
  the current user, so the label is always relative to the viewer
- split-modal: default split uses currentUser.id instead of name === "Me"
- transactions/page: filter and display logic uses participant ID not name
- shared/page: split chips show "Me" when participant_id === current user

Also includes add-transaction-modal tags support (pre-existing staged change).
2026-04-01 18:36:29 +11:00
siddharthd d53d3106f2 fix(shared): tag filter SQL precedence, balance cards filter by tag 2026-03-14 21:30:33 +11:00
siddharthd 02ac136e19 fix(payment): crash on open due to amount.toFixed on numeric string
feat(shared): tag filter on shared transactions list
2026-03-14 21:27:08 +11:00
siddharthd 281f0d3782 fix(shared): show full description and notes in split transactions table 2026-03-14 21:11:34 +11:00
siddharthd 85e7801407 feat(shared): replace settle buttons with payment ledger
- New split_payments table records actual payments between participants
- Balance = total split obligations - total payments (splits never marked settled)
- Record Payment modal per participant: direction toggle, amount pre-filled with balance, date, notes
- Payment history inline on each balance card with +/- display and delete
- Per-transaction Settle button removed; Action column removed from shared table
- Splits always show the true cost breakdown regardless of payment state
2026-03-14 21:09:00 +11:00
siddharthd 859043f5a5 feat(shared): bidirectional split balance, credit direction, and multi-user view
- Rewrite participant balance to UNION both directions (they owe me + I owe them)
- Credits/refunds subtract from owed amount for correct net balance
- Allow secondary users to see transactions split with them
- Add participant balance cards with colour-coded owe direction
- Add inline AddParticipantForm with name + optional email
2026-03-14 20:06:13 +11:00
siddharthd 1e79ada6d8 feat(finance): implement Shared Expenses page
Show split transactions with per-participant balance cards and settle buttons.
2026-03-08 17:24:04 +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