5 Commits

Include renames

Author	SHA1	Message	Date
siddharthd	315bc06d0d	fix(merchants): page crashed on an uncategorised transaction ... Regression from the analytics scoping work. Chain: 1. Three transactions have a NULL category. The old WHERE clause `COALESCE(o.category_override, t.category) NOT IN ('transfers','investment')` evaluated to NULL for those rows, so they were silently dropped — which is the bug EXCLUDE_NON_SPEND fixed by defaulting to 'other'. 2. Including them exposed that the SELECT still used the non-null-safe COALESCE, so MODE() returned NULL for the affected merchant ("Shared expenses carryover (SplitMyExpenses)", a manual transaction that the LEFT JOIN fix also newly included). 3. formatCategory(null) threw "Cannot read properties of null (reading 'split')" and took down the whole page render. Fixed at both layers: - Both merchants routes now use the EFFECTIVE_CATEGORY fragment, so the API cannot emit a null category. - formatCategory tolerates null/undefined and returns "Uncategorised". An uncategorised transaction should never be able to crash a page. Verified against the live DB: 200 merchants, zero null categories, and /merchants /transactions /insights /budget /statements all render 200.	2026-07-26 01:35:50 +10:00
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	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	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