Commit Graph
8 Commits
Author SHA1 Message Date
siddharthd 278e57354c feat(insights): analytics drill-down, fee tracking, and category improvements
- Monthly spend chart with category breakdown drill-down
- Merchant frequency and spend analytics with per-merchant history
- Subscription detection and recurring charge tracking
- Fee and interest analytics endpoint
- Expanded category list with formatCategory display helper
2026-03-14 20:06:24 +11:00
siddharthd 7b3fd4b65f fix(merchants): net spend accounting for refunds/credits
- Merchant totals now show net spend (gross debits minus refunds)
- Refund count and amount shown in profile drawer and table
- Scatter plot Y-axis uses net_spend, X-axis uses debit_count
- Per-merchant transaction history includes refunds (shown as negative)
- Monthly trend chart reflects net spend per month
2026-03-10 00:43:58 +11:00
siddharthd dd11019fdf fix(transactions): editable transaction type, fee/interest counted as spend, fees category
- TypeBadge is now clickable — opens inline select to change debit/credit/fee/interest/etc.
- PATCH /api/transactions/[id] now accepts transaction_type, updates transactions table directly
- Analytics monthly query includes fee and interest types as spend (not just debit)
- fee and interest amounts show red in transaction list (same as debit)
- Add fees category to taxonomy
2026-03-10 00:24:42 +11:00
siddharthd 714c5a9b25 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
siddharthd c1d031511a feat(insights): committed/discretionary chart, recurring charge detection, fees & interest audit 2026-03-09 23:04:52 +11:00
siddharthd d1a0eedf03 feat(analytics): cashflow view with income/investment/net — split-adjusted + multi-currency
- Add 'investment' category (shares, ETFs, super)
- Analytics API: separate income, investment, expense queries; use amount_aud for FX-aware sums
- Analytics page: cashflow summary (income/expenses/invested/net cash), grouped bar chart,
  income + invested rows in 6-month trend table
- MonthlyAnalytics interface: add income, investments, net fields to totals
- DB: amount_aud + exchange_rate_to_aud columns added and backfilled (in prior migration)
2026-03-08 19:15:20 +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 d455738732 feat(finance): Phase 6 — Budget & Analytics
Add monthly budgets per category with spend-vs-budget dashboard and 6-month trend table.
Includes upsert budget API, monthly analytics endpoint, inline budget editing, and route auth fixes.
2026-03-08 16:57:33 +11:00