Commit Graph

3 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 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