 siddharthd
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35a5be97b0
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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.
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2026-03-07 23:31:40 +11:00 |
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