Payment method tracking and summary #13

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opened 2026-05-16 10:13:23 -05:00 by null · 0 comments

null commented

2026-05-16 10:13:23 -05:00

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The payments table has a method column (free-text) but no way to see "how much did I pay via autopay vs manual vs credit card this month."

Scope:

Standardize payment methods: enum or controlled list (autopay, bank_transfer, credit_card, check, cash, other)
Add payment method breakdown to analytics or summary page

Implementation Notes:

Files to modify: routes/payments.js, AnalyticsPage.jsx, schema migration for method validation

Estimated effort: 4-6 hours

The `payments` table has a `method` column (free-text) but no way to see "how much did I pay via autopay vs manual vs credit card this month." **Scope:** - Standardize payment methods: enum or controlled list (autopay, bank_transfer, credit_card, check, cash, other) - Add payment method breakdown to analytics or summary page **Implementation Notes:** - Files to modify: `routes/payments.js`, `AnalyticsPage.jsx`, schema migration for method validation **Estimated effort:** 4-6 hours