5 Commits

Include renames

Author	SHA1	Message	Date
siddharthd	25ef504574	feat(statements+analytics): normalise statement_type; fix analytics scoping ... Groundwork for importing bank and loan statements alongside credit cards. statement_type was whatever free text Gemini put in account_type ('Credit Card', 'credit card', 'credit_card', 'Business Card', 'ACCESS ADVANTAGE', 'multi-currency account'). The UI coped only by doing .includes("card"), which breaks as soon as bank and loan statements arrive. - Migration 0013 adds normalize_statement_type() + a BEFORE INSERT/UPDATE trigger and a CHECK constraint over credit_card|transaction|savings|loan| offset|investment|other. The trigger means the N8N workflow keeps working unchanged while it still sends free text. Raw value stays in account_type. Backfilled 99 existing rows. - src/lib/statement-types.ts mirrors the vocabulary for the UI; statements page now filters by the real types and headlines balance vs amount due per type. Analytics were scoped with INNER JOIN statements + s.owner_id, which silently dropped all 180 manual/CSV transactions (statement_id IS NULL) from every report. Switched all six routes to LEFT JOIN + COALESCE(t.owner_id, s.owner_id) via shared fragments in src/lib/analytics-sql.ts, so the transfers/investment exclusion that stops card-payment double counting stays consistent. Also extended that exclusion to trip analytics, which had none. Drive-by: /api/analytics/subscriptions was returning 500 on an unserialisable BigInt from COUNT(*) + 1. Verified against the live DB: monthly spend picks up the previously invisible manual transactions (Apr 9,849.91 -> 14,286.70) and all four analytics endpoints return 200.	2026-07-26 00:00:55 +10:00
siddharthd	856e1a51ab	docs: agent/MCP access guide — connect + query finance data from any MCP client	2026-07-25 22:27:19 +10:00
siddharthd	99af10f9ea	chore: trips catch-up migration (0011) + docs for Komodo push-to-deploy ... - prisma/migrations/0011_trips: trips table, trip_id on overrides, partial index — idempotent; matches DDL already applied to prod. Applied to personal_test (integration suite was failing on missing trips relation). - README/CLAUDE.md: deployment is now push-to-deploy via Komodo (deploy-finance Procedure, Gitea webhook); compose command is fallback. - README: migrations table completed through 0011; note that the container must only be reachable via Traefik (header-trust auth).	2026-07-19 20:07:09 +10:00
siddharthd	ce67e38d77	docs: update CLAUDE.md and README to reflect recent changes ... - Add reconciled_with_id and created_at columns to transactions table docs - Document split_payments, expense_metadata, rule_apply_runs tables - Update /api/transactions route docs with has_split filter and all sort options - Add /api/transactions/reconcile and /api/split-payments to API table - Document import date (created_at) behaviour and reconciliation caveat - Add Prisma regeneration note to CLAUDE.md - Note schema drift for tables added without migration files	2026-05-10 16:52:55 +10:00
siddharthd	8076d1a949	docs: update README and add CLAUDE.md for finance app	2026-03-14 20:06:37 +11:00