finance-app

siddharthd/finance-app

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Commit Graph

Author	SHA1	Message	Date
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	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

Author

SHA1

Message

Date

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

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

3 Commits