- Merchant rules link bills to bank transaction patterns for auto-import
- Live preview badge shows match count as user types merchant name
- Inline conflict warning if another bill already owns that pattern
- Retroactive sync on save — imports historical payments immediately
- Green Bank chip on bill list items with active rules
- New endpoints: GET/POST/DELETE merchant-rules + GET preview
- Opt-in Bank Budget Tracking mode replaces manual starting amounts with live bank balance
- Calendar money map shows Balance / Pending / Unpaid Bills / After Bills in bank mode
- Pending badge (amber) on tracker rows within configurable pending window (0-7 days)
- New GET /api/data-sources/accounts/all endpoint for account picker
- Tracker starting-amounts card shows account name and live balance hint
Detects when a bill's recent payments have diverged from its configured
expected amount for 2+ consecutive months and surfaces it in a new
collapsible amber panel on the Tracker page.
- Migration v0.71: adds `drift_snoozed_until` to bills and
`notify_amount_change` to users
- New `driftService.getDriftReport()`: computes per-bill payment median
over last 3 months, flags drift above a user-configurable threshold
(default 5%, minimum $1 delta)
- New `GET /api/bills/drift-report` and `POST /api/bills/:id/snooze-drift`
routes (registered before `/:id` to avoid routing conflict)
- `runDriftNotifications()` added to daily worker — sends amber digest
email per user listing all changed bills with old → new amounts
- `notify_amount_change` wired through profile and notifications routes
- `DriftInsightPanel`: collapsible amber panel with per-bill
strikethrough old → new amount, ±% badge, TrendingUp/TrendingDown
icons, "Update to $X.XX" (with undo toast) and "Dismiss" (30 days)
actions; teal palette for price decreases
- `drift_threshold_pct` setting added to SettingsPage Billing Behavior
- "Notify on price changes" toggle added to ProfilePage notifications
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Removed hasBoth, compact prop, 2xl:min-w-[700px], 2xl:hidden Last Month,
narrowed columns — back to original single-column tracker layout
- Removed 2xl:max-w-[2000px] from Layout/Sidebar/AdminShell/footer/nav
- Kept S badge in all 4 locations and bucket remaining/Done header
- Added mkdocs/ to .gitignore
- Bump v0.33.8.6 -> v0.33.8.7
- Layout, AdminShell, Sidebar, footer, mobile nav: 2xl:max-w-[2000px]
- Content area grows from ~1436px to ~1936px, enough room for
dual-bucket tracker at 2xl+
- Bump v0.33.8.5 -> v0.33.8.6
- New backfillDataSource export and POST route for 89-day history pull
- Auto-seed 89 days on first connect, 30 days for routine syncs
- sinceEpoch() replaced with sinceEpochDays(days) with explicit param
- Status page errorRow now filters AND status = 'error'
- Full status page redesign: colored top borders, card icons, section labels,
health banner with glowing dot, consistent spacing
- Bump v0.33.8.3 -> v0.33.8.4
- Sub badge (indigo) in all 4 locations, toggleable in Bills prefs
- SimpleFIN Sync card on Status page
- dailyWorker.start() now called on startup
- tracker.overdue_count uses real SQL query
- Status page accuracy: dynamic headers, Degraded state, worker last_error check
- Removed SimpleFIN prefix from Recommendations title
- Bump v0.33.8.2 -> v0.33.8.3
- Migration v0.68: seeds advisory_non_bill_filters (5k+ patterns) and
advisory_bill_like_overrides (83 override terms) on first startup.
Idempotent — skips if already seeded.
- advisoryFilterService.js: lazy in-memory cache checks override terms
first, then scans patterns. Returns null | {confidence, category, rationale}.
- Transaction list: each row gets advisory_filter from the server.
- High-confidence unmatched transactions: show 'Probably not a bill'
italic text instead of 'No bill linked'.
- MatchBillDialog high confidence: 'Create Bill' replaced with
'Probably not a bill · create anyway' text link for manual override.
- MatchBillDialog medium confidence: Create Bill button renders muted.
- Same logic in empty-state CTA when search returns no results.
- BillModal onSave now returns the saved bill so callers can auto-match.
- Bump v0.33.7.3 -> v0.33.8.0
- Table now uses table-fixed + colgroup for fixed column widths
- Long transaction text can no longer push action buttons off-screen
- Action buttons are compact icon-only with aria-label/title
- Long matched bill names are truncated with truncate class
- Bump v0.33.7.2 -> v0.33.7.3
- Removed duplicate unmatchTransaction API entry in api.js
- Unmonitored accounts: no chevron, click-to-expand disabled, tx panel hidden
- matched_bill_name included via LEFT JOIN bills in accounts query
- BillPickerDialog resets search/selection on open
- Link to bill: marks historical txs matched, stores merchant rule,
applyMerchantRules catches other unmatched txs from same merchant
- Track (new subscription): creates bill with is_subscription=1, stores
merchant rule for ongoing tracking
- SimpleFIN sync: applyMerchantRules runs after tx insert, auto-matches
by merchant rule with payment_source='auto_match'
- Auto-match payments have transaction_id set, treated same as manual matches
- New services/billMerchantRuleService.js for rule storage and matching
- Migration for bill_merchant_rules table
Backend:
- POST /api/matches/confirm — atomic payment creation + transaction match
- POST /api/matches/:transactionId/unmatch — soft-delete payment, reset transaction
- Account transactions include matched_bill_id and matched_bill_name
Frontend:
- Unmatched transactions show + match pill button
- BillPickerDialog with transaction details + searchable bill list
- Confirm creates payment and updates row immediately
- Matched transactions show Unlink icon to remove match
- Toast on success with bill name and date
- bankSyncConfigService: SYNC_DAYS_MAX=90, getBankSyncConfig clamps on read,
setSyncDays rejects >90 with explanation
- bankSyncService: every sync requests full sync_days window, dedup handles
already-seen transactions
- dataSources status endpoint returns sync_days alongside enabled
- BankSyncAdminCard: input max 90, live clamp, description cites Bridge limit
- BankSyncSection: third stat tile showing History window X days
- bankSyncService: removed local syncDaysBack() reading env directly;
sinceEpoch() now calls getBankSyncConfig().sync_days
- bankSyncConfigService: added setSyncDays() with 1-730 day validation
- routes/admin: PUT accepts sync_days alongside enabled/sync_interval_hours
- BankSyncAdminCard: Transaction history days input, loaded from config,
defaults 90, dirty-checked on save
Backend:
- v0.64 migration: monitored column on financial_accounts
- GET/PUT data-sources accounts endpoints for monitored toggle + tx listing
- matchSuggestionService: excludes unmonitored accounts from match scoring
Frontend:
- BankSyncSection rebuild: accounts panel with monitored switch, expand for
last 50 transactions, match status badges, optimistic toggle
- TransactionMatchingSection: toast on bills load failure
- DataPage: toast on import history load failure
- ProfilePage: toast on both login history fetch failures
- encryptionService.js: getKey() tries TOKEN_ENCRYPTION_KEY env first, then
auto-generates a random 48-byte key on first startup, persists to settings
as _auto_encryption_key. assertEncryptionReady() is now a no-op.
- bankSyncConfigService.js: removed encryption_key_set response and
encryptionKeyReady() helper. No env config required.
- .env.example: TOKEN_ENCRYPTION_KEY removed. Comment says enable from Admin
panel, no env config required.
- BankSyncSection.jsx: added SimpleFIN Bridge links — 'Open SimpleFIN Bridge'
for first-time setup, 'Get a SimpleFIN token' for existing connections
Added subscription metadata to bills: is_subscription, type, reminder_days, source, detected_at
Backend subscription API (routes/subscriptions.js)
SimpleFIN recommendation logic (services/subscriptionService.js)
New /subscriptions page (client/pages/SubscriptionsPage.jsx)
Track-as-subscription controls in BillModal.jsx
Navigation under Tracker menu
Accepting a recommendation creates a subscription-backed bill + links detected transactions
- Removed disable logic and key warning banner from BankSyncAdminCard
- Toggle works freely regardless of TOKEN_ENCRYPTION_KEY status
- encryptionKeyReady and encryption_key_set left as informational only
CalendarPage.jsx:
- Tightened day numbers, due-count badges, bill labels inside cells
- Crisper color contrast for paid/due/missed states
- Cleaner grid surfaces and borders for row/day tracking
- Switched font-mono values to tracker-number style
SeedDemoDataSection.jsx:
- Fixed render logic for data page
- Skip-to-content link for keyboard users (sr-only/focus:not-sr-only pattern)
- aria-expanded and aria-haspopup on Tracker menu dropdown
- aria-label on footer, role='main' and aria-labelledby on layout wrapper
- Main content wrapped in <main> with unique id from React useId()
- Fixed build error: useId imported from react, not react-router-dom
- Hudson security audit: 5/5 PASS (no XSS, no DOM clobbering, no injection)
- React.lazy + Suspense for all page components (except LoginPage)
- PageLoader component for loading states
- Version badge on admin roadmap page
- Version in /api/about-admin response
- Roadmap nav link for admins (dropdown + sidebar)
- /admin/roadmap route
- Added Roadmap link in dropdown menu (below About), admin-only
- Added Roadmap in admin sidebar nav
- Added /admin/roadmap route pointing to AboutPage with admin prop
- Uses Map icon from lucide-react
- New AdminDashboard component with Roadmap and Activity Log
- Color-coded priority cards (🔴🟠🟡🔵💭) with collapsible sections
- CRITICAL/HIGH expanded by default, others collapsed
- Activity log shows DEVELOPMENT_LOG entries in reverse chronological order
- Admin-only rendering, non-admins see standard About page
- Custom scrollbar styles for admin panels
- Version bumped to 0.20.0 (Bishop)
Added ErrorBoundary component wrapping all routes in App.jsx.
Shows friendly fallback UI with Try Again and Reload buttons
instead of white screen crash. Logs component stack to console.
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