127b69ffc2
chore(qa): vendor chunk splitting, remove unused markdown deps, remove dead totalInterestPaid (batch 0.41.0 QA cleanup)
2026-07-02 20:47:50 -05:00
029c227685
fix(qa): seed demo data amounts, bill amount validation, negative USD format, a11y aria-labels, Playwright E2E setup (batch 0.41.0 QA)
2026-07-02 20:36:09 -05:00
bdbf231538
docs: add v0.41.0 changelog entry
2026-06-16 04:15:16 -05:00
d0835b86ab
chore(cleanup): remove legacy/public HTML files, retire /legacy route, update docs and About page
2026-06-11 23:50:27 -05:00
4b74a456d9
chore(release): bump to v0.38.4, update HISTORY, remove Stage 2 from FUTURE
2026-06-11 20:14:02 -05:00
79b51b1c9a
fix(bank-sync): transaction matching, services, and worker updates
2026-06-07 20:07:27 -05:00
71e783a799
fix(ui): calendar settings improvements
2026-06-07 16:52:50 -05:00
13e41aec74
feat: iCal feed for bills (Apple/Google calendar export)
2026-06-07 15:53:46 -05:00
72d95065d0
fix: mobile tracker row and bucket rendering polish
2026-06-07 14:58:37 -05:00
6811eb8be5
feat: payment accounting service, SQL schema + migration, backend route refactor, test updates
2026-06-07 01:05:48 -05:00
1ebb2da50a
feat: tracker bucket rollover logic, utils cleanup, HISTORY update
2026-06-07 00:41:07 -05:00
12d869d400
feat(subscriptions): cadence sort toggle, in-place bill edits after save
2026-06-06 22:25:58 -05:00
83e6afa9e6
feat(subscriptions): simplified SubscriptionsPage, inline actions, improved matching card, Service Catalog route
...
- Extracted known-service catalog to dedicated /subscriptions/catalog route
- Simplified main Subscriptions page to focus on tracked services + bank-backed recommendations
- Replaced inline Pause/Resume with Edit + MoreHorizontal dropdown on subscription rows
- Added 'Improve Matching' card linking to Service Catalog
- Vite proxy respects API_PORT env var for dev flexibility
- Added top_200_us_subscriptions_researched dataset
- Updated HISTORY.md with v0.35.0 changes
2026-06-06 22:09:34 -05:00
17478ebd9c
1
2026-06-06 19:47:05 -05:00
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
99abca9868
security: WebAuthn / FIDO2 hardware security key 2FA
2026-06-05 22:05:23 -05:00
2c9cc37593
feat: copy last month budgets, monthly income section on summary page
2026-06-04 21:57:42 -05:00
59d32f4686
perf: composite DB indexes, notification N+1 batching, spending page double-fetch fix
2026-06-04 21:00:59 -05:00
3f0078b930
feat: spending income section, rules manager, error handling improvements
2026-06-04 19:53:38 -05:00
653dd72e12
feat: TOTP 2FA for login & profile setup flow
2026-06-04 04:10:14 -05:00
26b6fb13e5
feat: login history with geolocation, encryption, new device alerts, session detection
2026-06-04 03:38:32 -05:00
3745ef79b7
docs: update HISTORY.md with bank tracking, merchant rules, and UI changes
2026-06-04 02:48:32 -05:00
48f5577031
fix: bank tracking pending deduction corrected, projected month-end balance, settings loading fix
2026-06-04 01:36:07 -05:00
779ace60dd
fix: overdue badge excludes due today, tooltip with names, larger column labels
2026-06-04 01:12:25 -05:00
1ea6979903
fix: TrackerBucket and SnowballPage minor adjustments
2026-06-04 00:50:50 -05:00
da4642dbd0
feat: late-attribution prompt for bank payments that crossed month boundary
2026-06-04 00:06:16 -05:00
278521a612
fix: bank matching returns bill names, reactive Sync button in BillModal, error handling in merchant rule service
2026-06-03 23:29:30 -05:00
2a2ebd4b28
feat: Pin Due toggle to float urgent bills to top, keyboard nav for tracker rows
2026-06-03 22:55:27 -05:00
ff7ae8b3ab
perf: optimize bills list query, add merchant rule composite index (v0.81)
2026-06-03 22:25:30 -05:00
6da43c5e92
fix: use correct payment_source 'file_import' for imported spreadsheet payments
2026-06-03 22:23:07 -05:00
4188a2059d
fix: mortgage and housing categories auto-detected as debt in snowball
2026-06-03 22:19:58 -05:00
b7c855e570
fix: imported payments now update debt balance via balance_delta and current_balance
2026-06-03 22:16:51 -05:00
37cf24f5a0
feat: Sync Bank button on tracker that runs merchant rule matching on all connected sources
2026-06-03 21:59:50 -05:00
1f1c505115
fix: daily worker quarterly and annual bill cycle bugs
...
- getCycleRange() now called per-bill so quarterly/annual bills are
checked in their full window, not just the calendar month
- Null-safe guard after buildTrackerRow() prevents TypeError on
cyclically-inactive bills
2026-06-03 21:55:15 -05:00
c353dd9f40
fix: remove client-side snowball projection, delegate to server with ?extra=N
...
- Delete 86-line computeLiveProjection() — drift risk eliminated
- GET /api/snowball/projection now accepts ?extra=N for unsaved amount preview
- Client uses debounced useEffect calling server instead of useMemo duplicate
2026-06-03 21:50:29 -05:00
36f7191289
feat: push notification channels (ntfy/Gotify/Discord/Telegram) and cash flow projection
...
- Wire four push channels into runNotifications() with urgency mapping
- push_url and push_token encrypted at rest via AES-256-GCM
- Profile page Push card with master toggle, channel picker, test button
- Calendar CashFlowCard with period/month projections and negative alert
- Tracker card shows projected amount when cashflow data available
2026-06-03 21:43:54 -05:00
a0fe7880df
feat: bill bank matching rules with pattern preview, conflict detection, retroactive payment sync
...
- 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
2026-06-03 21:21:38 -05:00
690a86611a
feat: SimpleFIN bank budget tracking with live balance, pending payments, bank tracking mode
...
- 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
2026-06-03 21:09:26 -05:00
2550034996
feat: v0.36.0 patch set — 404 page, OIDC encryption, session rotate, user validation, calendar fixes
2026-06-03 20:32:00 -05:00
36a65156e3
feat: merge pipeline workflow into bill-tracker (batch v0.36.0)
...
- Copy pipeline-report.py from Pipeline project into scripts/
- Update TOOLS.md and MEMORY.md to reflect workflow consolidation
- (includes all uncommitted v0.36.0 changes from prior session)
2026-06-03 20:28:37 -05:00
e4f1f58730
feat: Roadmap pulls from Forgejo issues (v0.35.1)
2026-05-31 19:37:01 -05:00
9f27775da9
oidc error correction
2026-05-31 16:08:24 -05:00
67ce59db50
v0.35.0
2026-05-31 15:52:50 -05:00
31bafb0e55
0.34.3
2026-05-31 15:06:10 -05:00
c6cd81e33a
chore: bump to v0.34.2, subscription badge fix on Tracker rows
2026-05-30 21:52:02 -05:00
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
c23cae1107
feat: reordering across management pages (Bills, Subscriptions, Categories, Snowball) — batch v0.34.1.2
2026-05-30 20:04:50 -05:00
6edb23cd66
chore: bump to v0.34.1.1, Claude.ai catalog seed, subscription fixes
2026-05-30 17:57:34 -05:00
35d0cbf8be
chore: reset tracked db file
2026-05-30 17:27:15 -05:00
8b0f33085c
feat: Payoff Simulator page with live SVG chart, debt selector, and apply-to-budget (batch 0.34.3)
2026-05-30 15:22:16 -05:00
null