Commit Graph

13 Commits

Author SHA1 Message Date
null 81ddcb5fc1 feat(banking): bank transactions page with merchant/store matching, transaction matching refactor, bank sync improvements (batch 0.40.0) 2026-06-14 15:15:31 -05:00
null ee7026872c feat(banking): bank transactions ledger page with route, sidebar link, and API endpoint 2026-06-12 03:59:42 -05:00
null bf66ab1ee6 feat(money): migrate services to cent-exact money.js helpers (batch 0.38.3) 2026-06-10 20:14:13 -05:00
null 947fa3bdf8 feat(auth): add per-username rate limiter, migrate dates to local-time utils (batch 0.38.1) 2026-06-10 19:42:51 -05:00
null f3bcf6cdec fix(api): transaction matching logic improvements (batch 0.37.5) 2026-06-08 21:07:42 -05:00
null 79b51b1c9a fix(bank-sync): transaction matching, services, and worker updates 2026-06-07 20:07:27 -05:00
null 6811eb8be5 feat: payment accounting service, SQL schema + migration, backend route refactor, test updates 2026-06-07 01:05:48 -05:00
null fc3709337c feat: bulk unmatch — review similar payees, batch-undo with optional rule removal 2026-06-06 19:15:06 -05:00
null 7455dff5b8 feat: v0.37.0 — auto-learn merchant rules, ambiguous match protection, session hashing, geolocation opt-in 2026-06-06 18:30:21 -05:00
null 90cfed035b feat: Payoff Custom mode, Summary reordering, unifed billing schedule, SimpleFIN + backup fixes (batch v0.34.1.3) 2026-05-30 21:20:51 -05:00
null b34e21d1ba feat: advisory non-bill transaction filter system (batch 0.33.8.0)
- 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
2026-05-29 18:06:12 -05:00
null 060c8dc2f4 chore: version bump to 0.28.01 and update HISTORY format 2026-05-16 21:36:04 -05:00
null 9d933f70cc v0.28.01 2026-05-16 20:26:09 -05:00