siddharthd/finance-app
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59 Commits
Author SHA1 Message Date
siddharthd c1d031511a feat(insights): committed/discretionary chart, recurring charge detection, fees & interest audit 2026-03-09 23:04:52 +11:00
siddharthd 8bd7d77a8a fix(statements): owner assignment dropdown, fix Wise CC false positive, remove amount label 
- Add owner <select> dropdown per row using useUpdateStatement + useParticipants
- Detect CC by statement_type.includes('card') instead of credit_limit/payment_due_date
  (Wise multi-currency account had payment_due_date set but is not a CC)
- Amount: remove 'due'/'balance' label; color green for positive bank balances, red for CC/overdraft
- Add statement_type to StatementRow type
 2026-03-09 21:05:34 +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 5dbeb0cb87 chore: commit previously untracked runtime files (splits, auth, participants, shared) 2026-03-08 18:00:46 +11:00
siddharthd be85822cc7 merge: Phase 5 (Rules Engine) + Phase 6 (Budget & Analytics) 
Resolve additive conflicts in schema.prisma and hooks.ts — both models and all hooks retained.
 2026-03-08 17:09:57 +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
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 93450f7caa feat(finance): Phase 4 — Tags 
- tags table: name, color; transaction_tags junction table
- GET/POST /api/tags; DELETE /api/tags/:id
- POST/DELETE /api/transactions/:id/tags for per-transaction tagging
- Bulk tag/untag via /api/transactions/bulk (action: tag/untag)
- Tags returned inline with transaction list via LATERAL join
- Tag filter on Transactions page
- Bulk "Tag as..." in bulk action bar
- Tag pills + "+" picker on each transaction row
- /tags page: create with color picker, list with counts, delete
 2026-03-08 16:28:03 +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