Commit Graph

3 Commits

Author SHA1 Message Date
siddharthd 859043f5a5 feat(shared): bidirectional split balance, credit direction, and multi-user view
- Rewrite participant balance to UNION both directions (they owe me + I owe them)
- Credits/refunds subtract from owed amount for correct net balance
- Allow secondary users to see transactions split with them
- Add participant balance cards with colour-coded owe direction
- Add inline AddParticipantForm with name + optional email
2026-03-14 20:06:13 +11:00
siddharthd 1e79ada6d8 feat(finance): implement Shared Expenses page
Show split transactions with per-participant balance cards and settle buttons.
2026-03-08 17:24:04 +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