first build commit

This commit is contained in:
2026-04-19 00:44:43 -04:00
parent bc271b7ce1
commit 55debd082b
82 changed files with 6217 additions and 97 deletions

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import { notFound } from 'next/navigation'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { AccountBadge } from '@/components/accounts/AccountBadge'
import { formatCents } from '@/lib/utils/currency'
import { TransactionTable } from '@/components/transactions/TransactionTable'
const PAGE_LIMIT = 50
type Props = {
params: Promise<{ id: string }>
searchParams: Promise<Record<string, string | string[] | undefined>>
}
export default async function AccountDetailPage({ params, searchParams }: Props) {
const session = await auth()
if (!session?.user?.id) return null
const { id } = await params
const sp = await searchParams
const page = Math.max(1, Number(sp.page) || 1)
const [account, budgets] = await Promise.all([
prisma.account.findFirst({ where: { id, userId: session.user.id } }),
prisma.budget.findMany({
where: { userId: session.user.id, isActive: true },
select: { id: true, name: true, color: true },
orderBy: { name: 'asc' },
}),
])
if (!account) notFound()
const where = { accountId: id }
const [transactions, total] = await Promise.all([
prisma.transaction.findMany({
where,
include: {
account: { select: { name: true, type: true } },
budget: { select: { id: true, name: true, color: true } },
},
orderBy: { date: 'desc' },
skip: (page - 1) * PAGE_LIMIT,
take: PAGE_LIMIT,
}),
prisma.transaction.count({ where }),
])
const rows = transactions.map((tx) => ({
...tx,
date: tx.date.toISOString(),
createdAt: undefined,
updatedAt: undefined,
}))
return (
<div className="p-6 space-y-6">
<div className="flex items-start justify-between">
<div className="space-y-1">
<div className="flex items-center gap-2">
<h1 className="text-2xl font-bold">{account.name}</h1>
<AccountBadge type={account.type} />
</div>
{account.institution && (
<p className="text-muted-foreground">{account.institution}</p>
)}
</div>
<div className="text-right">
<p className="text-3xl font-bold tabular-nums">
{formatCents(account.currentBalanceCents)}
</p>
<p className="text-xs text-muted-foreground mt-1">
{account.isActive ? 'Active' : 'Inactive'}
</p>
</div>
</div>
<TransactionTable
transactions={rows}
total={total}
page={page}
limit={PAGE_LIMIT}
showAccount={false}
budgets={budgets}
/>
</div>
)
}

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import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { AccountList } from '@/components/accounts/AccountList'
export default async function AccountsPage() {
const session = await auth()
if (!session?.user?.id) return null
const accounts = await prisma.account.findMany({
where: { userId: session.user.id },
orderBy: { createdAt: 'asc' },
})
return (
<div className="p-6">
<AccountList accounts={accounts} />
</div>
)
}

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import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { BudgetList } from '@/components/budgets/BudgetList'
export default async function BudgetsPage() {
const session = await auth()
if (!session?.user?.id) return null
const now = new Date()
const monthStart = new Date(now.getFullYear(), now.getMonth(), 1)
const monthEnd = new Date(now.getFullYear(), now.getMonth() + 1, 0, 23, 59, 59, 999)
const [budgets, spendRows] = await Promise.all([
prisma.budget.findMany({
where: { userId: session.user.id },
orderBy: { createdAt: 'asc' },
}),
prisma.$queryRaw<{ budgetId: string; total: bigint }[]>`
SELECT t."budgetId", COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${session.user.id}
AND t."budgetId" IS NOT NULL
AND t.type = 'DEBIT'
AND t.date >= ${monthStart}
AND t.date <= ${monthEnd}
GROUP BY t."budgetId"
`,
])
const spendMap = new Map(spendRows.map((r) => [r.budgetId, Number(r.total)]))
const budgetsWithSpend = budgets.map((b) => ({
id: b.id,
name: b.name,
limitCents: b.limitCents,
color: b.color,
isActive: b.isActive,
spendCents: spendMap.get(b.id) ?? 0,
}))
return (
<div className="p-6">
<BudgetList budgets={budgetsWithSpend} />
</div>
)
}

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import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { monthBounds, monthLabel } from '@/lib/utils/dates'
import { NetWorthCard } from '@/components/dashboard/NetWorthCard'
import { CashFlowCard } from '@/components/dashboard/CashFlowCard'
import { RecentTransactions } from '@/components/dashboard/RecentTransactions'
import { BudgetSummary } from '@/components/dashboard/BudgetSummary'
export default async function DashboardPage() {
const session = await auth()
if (!session?.user?.id) return null
const userId = session.user.id
const { start, end } = monthBounds()
const [accounts, cashFlowRows, budgets, spendRows, recentTx] = await Promise.all([
prisma.account.findMany({
where: { userId, isActive: true },
select: { id: true, name: true, type: true, currentBalanceCents: true },
orderBy: { name: 'asc' },
}),
prisma.$queryRaw<{ type: string; total: bigint }[]>`
SELECT t.type, COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND a.type = 'BANK'
AND t.date >= ${start}
AND t.date <= ${end}
GROUP BY t.type
`,
prisma.budget.findMany({
where: { userId, isActive: true },
orderBy: { name: 'asc' },
}),
prisma.$queryRaw<{ budgetId: string; total: bigint }[]>`
SELECT t."budgetId", COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND t."budgetId" IS NOT NULL
AND t.type = 'DEBIT'
AND t.date >= ${start}
AND t.date <= ${end}
GROUP BY t."budgetId"
`,
prisma.transaction.findMany({
where: { account: { userId } },
include: { account: { select: { name: true } } },
orderBy: { date: 'desc' },
take: 5,
}),
])
const bankAccounts = accounts.filter((a) => a.type === 'BANK')
const netWorthCents = bankAccounts.reduce((s, a) => s + a.currentBalanceCents, 0)
const cfMap = Object.fromEntries(cashFlowRows.map((r) => [r.type, Number(r.total)]))
const creditsCents = cfMap['CREDIT'] ?? 0
const debitsCents = cfMap['DEBIT'] ?? 0
const spendMap = new Map(spendRows.map((r) => [r.budgetId, Number(r.total)]))
const recentTransactions = recentTx.map((t) => ({
id: t.id,
date: t.date.toISOString(),
description: t.description,
amountCents: t.amountCents,
type: t.type,
accountName: t.account.name,
}))
const budgetsWithSpend = budgets.map((b) => ({
id: b.id,
name: b.name,
limitCents: b.limitCents,
color: b.color,
spendCents: spendMap.get(b.id) ?? 0,
}))
return (
<div className="p-6 space-y-6">
<div>
<h1 className="text-2xl font-bold">Dashboard</h1>
<p className="text-sm text-muted-foreground">{monthLabel()}</p>
</div>
<div className="grid gap-4 sm:grid-cols-2">
<NetWorthCard netWorthCents={netWorthCents} bankAccounts={bankAccounts} />
<CashFlowCard
monthLabel={monthLabel()}
creditsCents={creditsCents}
debitsCents={debitsCents}
netCents={creditsCents - debitsCents}
/>
</div>
<div className="grid gap-4 lg:grid-cols-2">
<RecentTransactions transactions={recentTransactions} />
<BudgetSummary budgets={budgetsWithSpend} />
</div>
</div>
)
}

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import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { monthBounds, monthLabel, formatYearMonth, lastNMonthsStart } from '@/lib/utils/dates'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { NetWorthTrendChart } from '@/components/graphs/NetWorthTrendChart'
import { CashFlowChart } from '@/components/graphs/CashFlowChart'
import { MonthlySpendingChart } from '@/components/graphs/MonthlySpendingChart'
import { CategoryBreakdownChart } from '@/components/graphs/CategoryBreakdownChart'
import { BudgetChart } from '@/components/graphs/BudgetChart'
export default async function GraphsPage() {
const session = await auth()
if (!session?.user?.id) return null
const userId = session.user.id
const { start: monthStart, end: monthEnd } = monthBounds()
const sixMonthsAgo = lastNMonthsStart(6)
const [netWorthRows, cashFlowRows, spendingRows, categoryRows, budgetSpendRows, budgets] =
await Promise.all([
// Net worth trend from BalanceSnapshot (all time, BANK only)
prisma.$queryRaw<{ year: number; month: number; total: bigint }[]>`
SELECT bs.year, bs.month, COALESCE(SUM(bs."balanceCents"), 0)::bigint AS total
FROM "BalanceSnapshot" bs
JOIN "Account" a ON bs."accountId" = a.id
WHERE a."userId" = ${userId} AND a.type = 'BANK'
GROUP BY bs.year, bs.month
ORDER BY bs.year, bs.month
`,
// Monthly cash flow (last 6 months, BANK only)
prisma.$queryRaw<{ year: number; month: number; type: string; total: bigint }[]>`
SELECT
EXTRACT(YEAR FROM t.date)::int AS year,
EXTRACT(MONTH FROM t.date)::int AS month,
t.type,
COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND a.type = 'BANK'
AND t.date >= ${sixMonthsAgo}
GROUP BY year, month, t.type
ORDER BY year, month
`,
// Monthly total spending across ALL accounts (last 6 months, DEBIT only)
prisma.$queryRaw<{ year: number; month: number; total: bigint }[]>`
SELECT
EXTRACT(YEAR FROM t.date)::int AS year,
EXTRACT(MONTH FROM t.date)::int AS month,
COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND t.type = 'DEBIT'
AND t.date >= ${sixMonthsAgo}
GROUP BY year, month
ORDER BY year, month
`,
// Category breakdown (current month, all accounts, DEBIT)
prisma.$queryRaw<{ category: string; total: bigint }[]>`
SELECT
COALESCE(t.category, 'Uncategorized') AS category,
COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND t.type = 'DEBIT'
AND t.date >= ${monthStart}
AND t.date <= ${monthEnd}
GROUP BY category
ORDER BY total DESC
`,
// Budget spend (current month)
prisma.$queryRaw<{ budgetId: string; total: bigint }[]>`
SELECT t."budgetId", COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND t."budgetId" IS NOT NULL
AND t.type = 'DEBIT'
AND t.date >= ${monthStart}
AND t.date <= ${monthEnd}
GROUP BY t."budgetId"
`,
prisma.budget.findMany({
where: { userId, isActive: true },
orderBy: { name: 'asc' },
}),
])
// Net worth trend: take last 24 data points
const netWorthData = netWorthRows.slice(-24).map((r) => ({
label: formatYearMonth(r.year, r.month),
totalCents: Number(r.total),
}))
// Cash flow: build month-keyed map then fill in credits/debits
const cfMap = new Map<string, { label: string; creditsCents: number; debitsCents: number }>()
for (const r of cashFlowRows) {
const key = `${r.year}-${r.month}`
if (!cfMap.has(key)) {
cfMap.set(key, { label: formatYearMonth(r.year, r.month), creditsCents: 0, debitsCents: 0 })
}
const entry = cfMap.get(key)!
if (r.type === 'CREDIT') entry.creditsCents = Number(r.total)
else entry.debitsCents = Number(r.total)
}
const cashFlowData = Array.from(cfMap.values())
// Monthly spending (all accounts)
const monthlySpendData = spendingRows.map((r) => ({
label: formatYearMonth(r.year, r.month),
totalCents: Number(r.total),
}))
// Category breakdown
const categoryData = categoryRows.map((r) => ({
category: r.category,
totalCents: Number(r.total),
}))
// Budget chart
const spendMap = new Map(budgetSpendRows.map((r) => [r.budgetId, Number(r.total)]))
const budgetData = budgets.map((b) => ({
name: b.name,
spendCents: spendMap.get(b.id) ?? 0,
limitCents: b.limitCents ?? 0,
color: b.color,
}))
return (
<div className="p-6 space-y-6">
<div>
<h1 className="text-2xl font-bold">Graphs</h1>
<p className="text-sm text-muted-foreground">{monthLabel()}</p>
</div>
<div className="grid gap-6 lg:grid-cols-2">
<Card className="lg:col-span-2">
<CardHeader className="pb-2">
<CardTitle className="text-base">Net Worth Trend</CardTitle>
</CardHeader>
<CardContent>
<NetWorthTrendChart data={netWorthData} />
</CardContent>
</Card>
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-base">Cash Flow · Last 6 Months (Bank)</CardTitle>
</CardHeader>
<CardContent>
<CashFlowChart data={cashFlowData} />
</CardContent>
</Card>
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-base">Monthly Spending · Last 6 Months (All Accounts)</CardTitle>
</CardHeader>
<CardContent>
<MonthlySpendingChart data={monthlySpendData} />
</CardContent>
</Card>
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-base">Spending by Category · {monthLabel()}</CardTitle>
</CardHeader>
<CardContent>
<CategoryBreakdownChart data={categoryData} />
</CardContent>
</Card>
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-base">Budget Performance · {monthLabel()}</CardTitle>
</CardHeader>
<CardContent>
<BudgetChart data={budgetData} />
</CardContent>
</Card>
</div>
</div>
)
}

12
src/app/(app)/layout.tsx Normal file
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import { Sidebar } from '@/components/layout/Sidebar'
export default function AppLayout({ children }: { children: React.ReactNode }) {
return (
<div className="flex min-h-screen bg-background">
<Sidebar />
<main className="flex-1 overflow-auto">
{children}
</main>
</div>
)
}

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import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { Prisma } from '@/generated/prisma/client'
import { TransactionFilters } from '@/components/transactions/TransactionFilters'
import { TransactionTable } from '@/components/transactions/TransactionTable'
const PAGE_LIMIT = 50
type SearchParams = Promise<Record<string, string | string[] | undefined>>
export default async function TransactionsPage({ searchParams }: { searchParams: SearchParams }) {
const session = await auth()
if (!session?.user?.id) return null
const sp = await searchParams
const get = (key: string) => (Array.isArray(sp[key]) ? sp[key][0] : sp[key]) ?? ''
const page = Math.max(1, Number(get('page')) || 1)
const accountId = get('accountId')
const dateFrom = get('dateFrom')
const dateTo = get('dateTo')
const type = get('type') as 'DEBIT' | 'CREDIT' | ''
const search = get('search')
const where: Prisma.TransactionWhereInput = {
account: { userId: session.user.id },
...(accountId && { accountId }),
...(type && { type }),
...(search && { description: { contains: search, mode: 'insensitive' } }),
...((dateFrom || dateTo) && {
date: {
...(dateFrom && { gte: new Date(dateFrom) }),
...(dateTo && { lte: new Date(dateTo + 'T23:59:59.999Z') }),
},
}),
}
const [transactions, total, accounts, budgets] = await Promise.all([
prisma.transaction.findMany({
where,
include: {
account: { select: { name: true, type: true } },
budget: { select: { id: true, name: true, color: true } },
},
orderBy: { date: 'desc' },
skip: (page - 1) * PAGE_LIMIT,
take: PAGE_LIMIT,
}),
prisma.transaction.count({ where }),
prisma.account.findMany({
where: { userId: session.user.id },
select: { id: true, name: true },
orderBy: { name: 'asc' },
}),
prisma.budget.findMany({
where: { userId: session.user.id, isActive: true },
select: { id: true, name: true, color: true },
orderBy: { name: 'asc' },
}),
])
// Serialize dates for client components
const rows = transactions.map((tx) => ({
...tx,
date: tx.date.toISOString(),
createdAt: undefined,
updatedAt: undefined,
}))
return (
<div className="p-6">
<h1 className="text-2xl font-bold mb-4">Transactions</h1>
<TransactionFilters accounts={accounts} />
<TransactionTable
transactions={rows}
total={total}
page={page}
limit={PAGE_LIMIT}
showAccount
budgets={budgets}
/>
</div>
)
}

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import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { UploadForm } from '@/components/upload/UploadForm'
export default async function UploadPage() {
const session = await auth()
if (!session?.user?.id) return null
const accounts = await prisma.account.findMany({
where: { userId: session.user.id, isActive: true },
orderBy: { name: 'asc' },
select: { id: true, name: true },
})
return (
<div className="p-6 max-w-2xl">
<h1 className="text-2xl font-bold mb-1">Upload Transactions</h1>
<p className="text-sm text-muted-foreground mb-6">
Import a bank CSV. Duplicates are silently skipped.
</p>
<UploadForm accounts={accounts} />
</div>
)
}

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'use client'
import { useState } from 'react'
import { signIn } from 'next-auth/react'
import { useRouter } from 'next/navigation'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Button } from '@/components/ui/button'
export default function LoginPage() {
const router = useRouter()
const [error, setError] = useState('')
const [loading, setLoading] = useState(false)
async function handleSubmit(e: React.FormEvent<HTMLFormElement>) {
e.preventDefault()
setError('')
setLoading(true)
const form = new FormData(e.currentTarget)
const result = await signIn('credentials', {
email: form.get('email') as string,
password: form.get('password') as string,
redirect: false,
})
if (result?.error) {
setError('Invalid email or password')
setLoading(false)
} else {
router.push('/dashboard')
}
}
return (
<div className="min-h-screen flex items-center justify-center bg-background p-4">
<Card className="w-full max-w-sm">
<CardHeader>
<CardTitle className="text-2xl">Sign in</CardTitle>
</CardHeader>
<CardContent>
<form onSubmit={handleSubmit} className="space-y-4">
<div className="space-y-2">
<Label htmlFor="email">Email</Label>
<Input
id="email"
name="email"
type="email"
autoComplete="email"
required
/>
</div>
<div className="space-y-2">
<Label htmlFor="password">Password</Label>
<Input
id="password"
name="password"
type="password"
autoComplete="current-password"
required
/>
</div>
{error && (
<p className="text-sm text-destructive">{error}</p>
)}
<Button type="submit" className="w-full" disabled={loading}>
{loading ? 'Signing in…' : 'Sign in'}
</Button>
</form>
</CardContent>
</Card>
</div>
)
}

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import { NextResponse } from 'next/server'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { updateAccountSchema } from '@/lib/validations/account'
type Params = { params: Promise<{ id: string }> }
export async function GET(_req: Request, { params }: Params) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const { id } = await params
const account = await prisma.account.findFirst({
where: { id, userId: session.user.id },
})
if (!account) return NextResponse.json({ error: 'Not found' }, { status: 404 })
return NextResponse.json(account)
}
export async function PATCH(req: Request, { params }: Params) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const { id } = await params
const body = await req.json()
const parsed = updateAccountSchema.safeParse(body)
if (!parsed.success) {
return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 })
}
const existing = await prisma.account.findFirst({
where: { id, userId: session.user.id },
})
if (!existing) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const account = await prisma.account.update({
where: { id },
data: parsed.data,
})
return NextResponse.json(account)
}
export async function DELETE(_req: Request, { params }: Params) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const { id } = await params
const existing = await prisma.account.findFirst({
where: { id, userId: session.user.id },
})
if (!existing) return NextResponse.json({ error: 'Not found' }, { status: 404 })
await prisma.account.delete({ where: { id } })
return new NextResponse(null, { status: 204 })
}

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import { NextResponse } from 'next/server'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { createAccountSchema } from '@/lib/validations/account'
export async function GET() {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const accounts = await prisma.account.findMany({
where: { userId: session.user.id },
orderBy: { createdAt: 'asc' },
})
return NextResponse.json(accounts)
}
export async function POST(req: Request) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const body = await req.json()
const parsed = createAccountSchema.safeParse(body)
if (!parsed.success) {
return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 })
}
const account = await prisma.account.create({
data: { ...parsed.data, userId: session.user.id },
})
return NextResponse.json(account, { status: 201 })
}

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import { handlers } from '@/lib/auth'
export const { GET, POST } = handlers

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import { NextResponse } from 'next/server'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { updateBudgetSchema } from '@/lib/validations/budget'
type Params = { params: Promise<{ id: string }> }
export async function PATCH(req: Request, { params }: Params) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const { id } = await params
const body = await req.json()
const parsed = updateBudgetSchema.safeParse(body)
if (!parsed.success) {
return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 })
}
const existing = await prisma.budget.findFirst({
where: { id, userId: session.user.id },
})
if (!existing) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const budget = await prisma.budget.update({ where: { id }, data: parsed.data })
return NextResponse.json(budget)
}
export async function DELETE(_req: Request, { params }: Params) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const { id } = await params
const existing = await prisma.budget.findFirst({
where: { id, userId: session.user.id },
})
if (!existing) return NextResponse.json({ error: 'Not found' }, { status: 404 })
// onDelete: SetNull in schema nulls out Transaction.budgetId automatically
await prisma.budget.delete({ where: { id } })
return new NextResponse(null, { status: 204 })
}

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@@ -0,0 +1,37 @@
import { NextResponse } from 'next/server'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { createBudgetSchema } from '@/lib/validations/budget'
export async function GET() {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const budgets = await prisma.budget.findMany({
where: { userId: session.user.id },
orderBy: { createdAt: 'asc' },
})
return NextResponse.json(budgets)
}
export async function POST(req: Request) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const body = await req.json()
const parsed = createBudgetSchema.safeParse(body)
if (!parsed.success) {
return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 })
}
const budget = await prisma.budget.create({
data: { ...parsed.data, userId: session.user.id },
})
return NextResponse.json(budget, { status: 201 })
}

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@@ -0,0 +1,78 @@
import { NextResponse } from 'next/server'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { monthBounds, monthLabel } from '@/lib/utils/dates'
export async function GET() {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const userId = session.user.id
const { start, end } = monthBounds()
const [accounts, cashFlowRows, budgets, spendRows, recentTx] = await Promise.all([
prisma.account.findMany({
where: { userId, isActive: true },
select: { id: true, name: true, type: true, currentBalanceCents: true },
orderBy: { name: 'asc' },
}),
prisma.$queryRaw<{ type: string; total: bigint }[]>`
SELECT t.type, COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND a.type = 'BANK'
AND t.date >= ${start}
AND t.date <= ${end}
GROUP BY t.type
`,
prisma.budget.findMany({
where: { userId, isActive: true },
orderBy: { name: 'asc' },
}),
prisma.$queryRaw<{ budgetId: string; total: bigint }[]>`
SELECT t."budgetId", COALESCE(SUM(t."amountCents"), 0)::bigint AS total
FROM "Transaction" t
JOIN "Account" a ON t."accountId" = a.id
WHERE a."userId" = ${userId}
AND t."budgetId" IS NOT NULL
AND t.type = 'DEBIT'
AND t.date >= ${start}
AND t.date <= ${end}
GROUP BY t."budgetId"
`,
prisma.transaction.findMany({
where: { account: { userId } },
include: { account: { select: { name: true } } },
orderBy: { date: 'desc' },
take: 5,
}),
])
const bankAccounts = accounts.filter((a) => a.type === 'BANK')
const netWorthCents = bankAccounts.reduce((s, a) => s + a.currentBalanceCents, 0)
const cfMap = Object.fromEntries(cashFlowRows.map((r) => [r.type, Number(r.total)]))
const creditsCents = cfMap['CREDIT'] ?? 0
const debitsCents = cfMap['DEBIT'] ?? 0
const spendMap = new Map(spendRows.map((r) => [r.budgetId, Number(r.total)]))
return NextResponse.json({
monthLabel: monthLabel(),
netWorthCents,
bankAccounts,
cashFlow: { creditsCents, debitsCents, netCents: creditsCents - debitsCents },
budgets: budgets.map((b) => ({ ...b, spendCents: spendMap.get(b.id) ?? 0 })),
recentTransactions: recentTx.map((t) => ({
id: t.id,
date: t.date.toISOString(),
description: t.description,
amountCents: t.amountCents,
type: t.type,
accountName: t.account.name,
})),
})
}

View File

@@ -0,0 +1,11 @@
import { NextResponse } from 'next/server'
import { prisma } from '@/lib/prisma'
export async function GET() {
try {
await prisma.$queryRaw`SELECT 1`
return NextResponse.json({ status: 'ok' })
} catch {
return NextResponse.json({ status: 'error', detail: 'database unreachable' }, { status: 503 })
}
}

View File

@@ -0,0 +1,41 @@
import { NextResponse } from 'next/server'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { updateTransactionSchema } from '@/lib/validations/transaction'
type Params = { params: Promise<{ id: string }> }
export async function PATCH(req: Request, { params }: Params) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const { id } = await params
const body = await req.json()
const parsed = updateTransactionSchema.safeParse(body)
if (!parsed.success) {
return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 })
}
// Scope check via the account's userId
const existing = await prisma.transaction.findFirst({
where: { id, account: { userId: session.user.id } },
})
if (!existing) return NextResponse.json({ error: 'Not found' }, { status: 404 })
// Validate budgetId belongs to this user if provided
if (parsed.data.budgetId) {
const budget = await prisma.budget.findFirst({
where: { id: parsed.data.budgetId, userId: session.user.id },
})
if (!budget) return NextResponse.json({ error: 'Budget not found' }, { status: 404 })
}
const transaction = await prisma.transaction.update({
where: { id },
data: parsed.data,
})
return NextResponse.json(transaction)
}

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@@ -0,0 +1,50 @@
import { NextResponse } from 'next/server'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { transactionQuerySchema } from '@/lib/validations/transaction'
import { Prisma } from '@/generated/prisma/client'
export async function GET(req: Request) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const { searchParams } = new URL(req.url)
const parsed = transactionQuerySchema.safeParse(Object.fromEntries(searchParams))
if (!parsed.success) {
return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 })
}
const { accountId, dateFrom, dateTo, type, search, budgetId, page, limit } = parsed.data
const where: Prisma.TransactionWhereInput = {
account: { userId: session.user.id },
...(accountId && { accountId }),
...(type && { type }),
...(budgetId !== undefined && { budgetId: budgetId || null }),
...(search && { description: { contains: search, mode: 'insensitive' } }),
...((dateFrom || dateTo) && {
date: {
...(dateFrom && { gte: new Date(dateFrom) }),
...(dateTo && { lte: new Date(dateTo + 'T23:59:59.999Z') }),
},
}),
}
const [transactions, total] = await prisma.$transaction([
prisma.transaction.findMany({
where,
include: {
account: { select: { name: true, type: true } },
budget: { select: { id: true, name: true, color: true } },
},
orderBy: { date: 'desc' },
skip: (page - 1) * limit,
take: limit,
}),
prisma.transaction.count({ where }),
])
return NextResponse.json({ transactions, total, page, limit, totalPages: Math.ceil(total / limit) })
}

172
src/app/api/upload/route.ts Normal file
View File

@@ -0,0 +1,172 @@
import { NextResponse } from 'next/server'
import Papa from 'papaparse'
import { auth } from '@/lib/auth'
import { prisma } from '@/lib/prisma'
import { detectProfile } from '@/lib/csv/bank-profiles'
import { normalizeRows } from '@/lib/csv/normalizer'
import { columnMappingSchema } from '@/lib/validations/upload'
import type { NormalizerConfig } from '@/lib/csv/bank-profiles'
const MAX_FILE_SIZE = 10 * 1024 * 1024 // 10 MB
export async function POST(req: Request) {
const session = await auth()
if (!session?.user?.id) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const formData = await req.formData()
const file = formData.get('file') as File | null
const accountId = formData.get('accountId') as string | null
const columnMappingRaw = formData.get('columnMapping') as string | null
if (!file || !accountId) {
return NextResponse.json({ error: 'file and accountId are required' }, { status: 400 })
}
if (file.size > MAX_FILE_SIZE) {
return NextResponse.json({ error: 'File too large (max 10 MB)' }, { status: 400 })
}
if (!file.name.toLowerCase().endsWith('.csv')) {
return NextResponse.json({ error: 'File must be a .csv file' }, { status: 400 })
}
const validMimes = ['text/csv', 'text/plain', 'application/vnd.ms-excel', 'application/csv', '']
if (file.type && !validMimes.includes(file.type)) {
return NextResponse.json({ error: 'Invalid file type' }, { status: 400 })
}
const account = await prisma.account.findFirst({
where: { id: accountId, userId: session.user.id },
})
if (!account) {
return NextResponse.json({ error: 'Account not found' }, { status: 404 })
}
const content = await file.text()
// Parse all rows once — used for both detection and normalization
const parsed = Papa.parse<Record<string, string>>(content, {
header: true,
skipEmptyLines: true,
transformHeader: (h) => h.trim(),
})
const headers = (parsed.meta.fields ?? []).map((h) => h.trim())
const allRows = parsed.data
// Detect profile or use provided manual mapping
const detected = detectProfile(headers)
if (!detected && !columnMappingRaw) {
return NextResponse.json({
requiresMapping: true,
headers,
sampleRows: allRows.slice(0, 5),
})
}
let config: NormalizerConfig
if (detected && !columnMappingRaw) {
config = detected
} else {
const result = columnMappingSchema.safeParse(JSON.parse(columnMappingRaw!))
if (!result.success) {
return NextResponse.json({ error: result.error.flatten() }, { status: 400 })
}
config = result.data
}
const normalized = normalizeRows(allRows, accountId, config)
const upload = await prisma.csvUpload.create({
data: {
accountId,
fileName: file.name,
rowCount: allRows.length,
importedCount: 0,
skippedCount: 0,
status: 'PENDING',
},
})
try {
const { count: importedCount } = await prisma.transaction.createMany({
data: normalized.map((r) => ({
accountId,
uploadId: upload.id,
date: r.date,
description: r.description,
amountCents: r.amountCents,
type: r.type,
dedupeHash: r.dedupeHash,
})),
skipDuplicates: true,
})
const skippedCount = normalized.length - importedCount
// Recompute current balance
const [balRow] = await prisma.$queryRaw<[{ balance: bigint }]>`
SELECT COALESCE(SUM(
CASE WHEN type = 'CREDIT' THEN "amountCents" ELSE -"amountCents" END
), 0)::bigint AS balance
FROM "Transaction"
WHERE "accountId" = ${accountId}
`
await prisma.account.update({
where: { id: accountId },
data: { currentBalanceCents: Number(balRow.balance) },
})
// Upsert balance snapshots for each affected month
const months = [
...new Map(
normalized.map((r) => {
const y = r.date.getFullYear()
const m = r.date.getMonth() + 1
return [`${y}-${m}`, { year: y, month: m }]
}),
).values(),
]
for (const { year, month } of months) {
const endOfMonth = new Date(year, month, 0, 23, 59, 59, 999)
const [snap] = await prisma.$queryRaw<[{ balance: bigint }]>`
SELECT COALESCE(SUM(
CASE WHEN type = 'CREDIT' THEN "amountCents" ELSE -"amountCents" END
), 0)::bigint AS balance
FROM "Transaction"
WHERE "accountId" = ${accountId}
AND date <= ${endOfMonth}
`
await prisma.balanceSnapshot.upsert({
where: { accountId_year_month: { accountId, year, month } },
update: { balanceCents: Number(snap.balance), computedAt: new Date() },
create: { accountId, year, month, balanceCents: Number(snap.balance) },
})
}
const status =
importedCount === 0 ? 'FAILED'
: skippedCount > 0 ? 'PARTIAL'
: 'SUCCESS'
await prisma.csvUpload.update({
where: { id: upload.id },
data: { importedCount, skippedCount, status },
})
return NextResponse.json({
success: true,
detected: detected?.name,
importedCount,
skippedCount,
fileName: file.name,
})
} catch (err) {
await prisma.csvUpload.update({
where: { id: upload.id },
data: {
status: 'FAILED',
errorMessage: err instanceof Error ? err.message : 'Unknown error',
},
})
return NextResponse.json({ error: 'Import failed' }, { status: 500 })
}
}

View File

@@ -13,8 +13,8 @@ const geistMono = Geist_Mono({
});
export const metadata: Metadata = {
title: "Create Next App",
description: "Generated by create next app",
title: "Finance",
description: "Personal finance tracker",
};
export default function RootLayout({

View File

@@ -1,65 +1,5 @@
import Image from "next/image";
import { redirect } from 'next/navigation'
export default function Home() {
return (
<div className="flex flex-col flex-1 items-center justify-center bg-zinc-50 font-sans dark:bg-black">
<main className="flex flex-1 w-full max-w-3xl flex-col items-center justify-between py-32 px-16 bg-white dark:bg-black sm:items-start">
<Image
className="dark:invert"
src="/next.svg"
alt="Next.js logo"
width={100}
height={20}
priority
/>
<div className="flex flex-col items-center gap-6 text-center sm:items-start sm:text-left">
<h1 className="max-w-xs text-3xl font-semibold leading-10 tracking-tight text-black dark:text-zinc-50">
To get started, edit the page.tsx file.
</h1>
<p className="max-w-md text-lg leading-8 text-zinc-600 dark:text-zinc-400">
Looking for a starting point or more instructions? Head over to{" "}
<a
href="https://vercel.com/templates?framework=next.js&utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
className="font-medium text-zinc-950 dark:text-zinc-50"
>
Templates
</a>{" "}
or the{" "}
<a
href="https://nextjs.org/learn?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
className="font-medium text-zinc-950 dark:text-zinc-50"
>
Learning
</a>{" "}
center.
</p>
</div>
<div className="flex flex-col gap-4 text-base font-medium sm:flex-row">
<a
className="flex h-12 w-full items-center justify-center gap-2 rounded-full bg-foreground px-5 text-background transition-colors hover:bg-[#383838] dark:hover:bg-[#ccc] md:w-[158px]"
href="https://vercel.com/new?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
target="_blank"
rel="noopener noreferrer"
>
<Image
className="dark:invert"
src="/vercel.svg"
alt="Vercel logomark"
width={16}
height={16}
/>
Deploy Now
</a>
<a
className="flex h-12 w-full items-center justify-center rounded-full border border-solid border-black/[.08] px-5 transition-colors hover:border-transparent hover:bg-black/[.04] dark:border-white/[.145] dark:hover:bg-[#1a1a1a] md:w-[158px]"
href="https://nextjs.org/docs?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
target="_blank"
rel="noopener noreferrer"
>
Documentation
</a>
</div>
</main>
</div>
);
export default function RootPage() {
redirect('/dashboard')
}