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5df164e9a5
feat(secrets): add SOPS+age encryption for .env
siddharthd
2026-05-15 19:28:13 +10:00
b8cd1b0f89
fix(reconcile): prevent split/tag double-counting on reconciled transactions
siddharthd
2026-05-11 19:15:41 +10:00
ce67e38d77
docs: update CLAUDE.md and README to reflect recent changes
siddharthd
2026-05-10 16:52:55 +10:00
b8296b6e29
fix(prisma): sync schema with DB
siddharthd
2026-05-10 16:13:40 +10:00
0c1f88ed9c
feat(transactions): add imported date column, split filter, and sortable columns
siddharthd
2026-05-10 16:04:54 +10:00
4a49add277
feat: CSV import and batch reconciliation UI
siddharthd
2026-04-13 06:23:08 +10:00
07b8c1ef16
fix(shared): exclude payments from balance when tag filter is active
siddharthd
2026-04-13 05:41:00 +10:00
1b561af9e9
feat(filters): add No tags filter to transactions and shared pages
siddharthd
2026-04-13 05:20:49 +10:00
1296555f17
test: add unit and integration test suites
siddharthd
2026-04-01 19:59:29 +11:00
7491e70a15
fix(participants): show Me contextually per logged-in user
siddharthd
2026-04-01 18:36:29 +11:00
0a1f6b48a2
feat(ui): mobile-responsive sidebar + rules improvements
siddharthd
2026-03-21 08:33:08 +11:00
ef73a9cea0
fix(payment): participantId stuck as empty string when participants load async
siddharthd
2026-03-14 21:33:25 +11:00
d53d3106f2
fix(shared): tag filter SQL precedence, balance cards filter by tag
siddharthd
2026-03-14 21:30:33 +11:00
02ac136e19
fix(payment): crash on open due to amount.toFixed on numeric string feat(shared): tag filter on shared transactions list
siddharthd
2026-03-14 21:27:08 +11:00
084b8764e3
feat(transactions): Payment button to record existing transaction as debt payment
siddharthd
2026-03-14 21:20:25 +11:00
281f0d3782
fix(shared): show full description and notes in split transactions table
siddharthd
2026-03-14 21:11:34 +11:00
85e7801407
feat(shared): replace settle buttons with payment ledger
siddharthd
2026-03-14 21:09:00 +11:00
5206388958
feat(filters): smart query bar with amount operators and multi-select dropdowns
siddharthd
2026-03-14 20:39:28 +11:00
8076d1a949
docs: update README and add CLAUDE.md for finance app
siddharthd
2026-03-14 20:06:37 +11:00
aeaca84cc7
feat(edit-transaction): edit modal with notes, inline tags, and split management
siddharthd
2026-03-14 20:06:32 +11:00
278e57354c
feat(insights): analytics drill-down, fee tracking, and category improvements
siddharthd
2026-03-14 20:06:24 +11:00
9f90d8726f
feat(rules): apply_split rules with run history and revert
siddharthd
2026-03-14 20:06:19 +11:00
859043f5a5
feat(shared): bidirectional split balance, credit direction, and multi-user view
siddharthd
2026-03-14 20:06:13 +11:00
fc22a61a43
feat(transactions): manual transaction support and multi-owner query infrastructure
siddharthd
2026-03-14 20:04:00 +11:00
0985c38be8
fix(rules): save-as-rule uses full merchant name with equals, not first description word
siddharthd
2026-03-11 12:46:16 +11:00
af4c64bba7
feat(splits): save split as rule from split modal
siddharthd
2026-03-11 12:40:03 +11:00
a8743ba7df
feat(transactions): save-as-rule prompt after merchant/category edit
siddharthd
2026-03-11 12:05:35 +11:00
7b3fd4b65f
fix(merchants): net spend accounting for refunds/credits
siddharthd
2026-03-10 00:43:58 +11:00
dd11019fdf
fix(transactions): editable transaction type, fee/interest counted as spend, fees category
siddharthd
2026-03-10 00:24:42 +11:00
714c5a9b25
feat(merchants): scatter plot, merchant profiles, and per-merchant transaction history
siddharthd
2026-03-10 00:05:48 +11:00
2a10450c3e
feat(analytics): replace charts with category trend lines, Pareto chart, and cumulative spend
siddharthd
2026-03-09 23:59:07 +11:00
e72d3ad9e5
feat(categories): add home_goods and home_maintenance categories
siddharthd
2026-03-09 23:37:28 +11:00
a7461ff83b
docs: replace boilerplate README with full data model and architecture reference
siddharthd
2026-03-09 23:12:20 +11:00
c1d031511a
feat(insights): committed/discretionary chart, recurring charge detection, fees & interest audit
siddharthd
2026-03-09 23:04:52 +11:00
7379437cc3
feat(statements): add bank/type/owner/year filters and row numbering
siddharthd
2026-03-09 22:27:21 +11:00
8bd7d77a8a
fix(statements): owner assignment dropdown, fix Wise CC false positive, remove amount label
siddharthd
2026-03-09 21:05:34 +11:00
f90ba332bd
feat(statements): table layout + statement-scoped transaction view
siddharthd
2026-03-09 12:03:39 +11:00
e3aa17acdd
fix(analytics): cast tx.amount to Number before formatting (PG returns string)
siddharthd
2026-03-08 21:06:14 +11:00
1eff0f9337
fix(analytics): use React.Fragment with key for expandable category rows
siddharthd
2026-03-08 21:03:53 +11:00
3cf67f6e2a
feat(analytics): stacked category chart, savings rate line, expandable rows
siddharthd
2026-03-08 20:53:55 +11:00
90d8db4abe
chore: add migration 0007 for amount_aud + exchange_rate_to_aud columns
siddharthd
2026-03-08 19:16:51 +11:00
d1a0eedf03
feat(analytics): cashflow view with income/investment/net — split-adjusted + multi-currency
siddharthd
2026-03-08 19:15:20 +11:00
5dbeb0cb87
chore: commit previously untracked runtime files (splits, auth, participants, shared)
siddharthd
2026-03-08 18:00:46 +11:00
30a7857d13
feat(analytics): replace budget page with spending analytics + split-adjusted amounts
siddharthd
2026-03-08 17:58:33 +11:00
1e79ada6d8
feat(finance): implement Shared Expenses page
siddharthd
2026-03-08 17:24:04 +11:00
be85822cc7
merge: Phase 5 (Rules Engine) + Phase 6 (Budget & Analytics)
siddharthd
2026-03-08 17:09:57 +11:00
d455738732
feat(finance): Phase 6 — Budget & Analytics
siddharthd
2026-03-08 16:57:33 +11:00
31cffbe1bb
feat(finance): Phase 5 — Rules Engine
siddharthd
2026-03-08 16:48:35 +11:00
93450f7caa
feat(finance): Phase 4 — Tags
siddharthd
2026-03-08 16:28:03 +11:00
35a5be97b0
feat: initial finance SPA — phases 1 & 2
siddharthd
2026-03-07 23:31:40 +11:00
28207b42b5
Initial commit from Create Next App
siddharthd
2026-03-07 19:32:57 +11:00
siddharthd