siddharthd/finance-app
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ef73a9cea00ef0b20d9da0b1760fe06c1b9d309a
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5 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 dd11019fdf fix(transactions): editable transaction type, fee/interest counted as spend, fees category 
- TypeBadge is now clickable — opens inline select to change debit/credit/fee/interest/etc.
- PATCH /api/transactions/[id] now accepts transaction_type, updates transactions table directly
- Analytics monthly query includes fee and interest types as spend (not just debit)
- fee and interest amounts show red in transaction list (same as debit)
- Add fees category to taxonomy
 2026-03-10 00:24:42 +11:00
siddharthd d1a0eedf03 feat(analytics): cashflow view with income/investment/net — split-adjusted + multi-currency 
- Add 'investment' category (shares, ETFs, super)
- Analytics API: separate income, investment, expense queries; use amount_aud for FX-aware sums
- Analytics page: cashflow summary (income/expenses/invested/net cash), grouped bar chart,
  income + invested rows in 6-month trend table
- MonthlyAnalytics interface: add income, investments, net fields to totals
- DB: amount_aud + exchange_rate_to_aud columns added and backfilled (in prior migration)
 2026-03-08 19:15:20 +11:00
siddharthd 30a7857d13 feat(analytics): replace budget page with spending analytics + split-adjusted amounts 
- Rename 'Budget' → 'Analytics' in sidebar
- Rewrite /budget page: summary cards, recharts bar charts (monthly trend + category breakdown), 6-month trend table
- Fix analytics API to count only user's share for split transactions (CASE WHEN ts.share_percent IS NOT NULL THEN amount * share_percent / 100 ELSE amount END)
- Install recharts
 2026-03-08 17:58:33 +11:00
siddharthd d455738732 feat(finance): Phase 6 — Budget & Analytics 
Add monthly budgets per category with spend-vs-budget dashboard and 6-month trend table.
Includes upsert budget API, monthly analytics endpoint, inline budget editing, and route auth fixes.
 2026-03-08 16:57:33 +11:00