siddharthd/finance-app
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7379437cc3d1196f7e14934537361ba62f61d9c4
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4 Commits

Author SHA1 Message Date
siddharthd 7379437cc3 feat(statements): add bank/type/owner/year filters and row numbering 2026-03-09 22:27:21 +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 f90ba332bd feat(statements): table layout + statement-scoped transaction view 
- Statements page: replace card grid with compact table showing bank,
  account, period, due date, currency, amount (due for CC / balance for
  bank), transaction count, and View button
- Transactions page: wrap in Suspense, read statement_id from URL search
  params on load; show a dismissible indigo banner with bank name and
  billing period when filtering by statement; × Clear filter removes it
 2026-03-09 12:03:39 +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