Commit Graph

8 Commits

Author SHA1 Message Date
null d6639f1385 feat(money): cents migration stage 2 — schema flip to integer cents (batch 0.38.4) 2026-06-11 20:12:31 -05:00
null 79b51b1c9a fix(bank-sync): transaction matching, services, and worker updates 2026-06-07 20:07:27 -05:00
null a97d656e92 fix(match-suggestions): use rejection timestamps and share late attribution helper 2026-06-06 14:06:28 -05:00
null 803e91da28 fix: migration error handling for legacy DBs, fallback rejection query 2026-06-04 20:52:50 -05:00
null 910febae63 feat: bill rules manager page, merchant re-normalization, match suggestion scoring fix, cleanup pruning 2026-06-04 20:45:11 -05:00
null 262d7789db feat: account monitoring, expanded sync UI, match filtering, error toasts
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
2026-05-29 01:06:20 -05:00
null 542ab5e382 feat: configurable sync interval, auto-match, encryption note, admin link, SimpleFIN hyperlink
#1 Sync interval in admin UI:
- bankSyncConfigService: reads simplefin_sync_interval_hours from settings
  (DB-first, env fallback, default 4h), setSyncIntervalHours() with validation
- bankSyncWorker: live-updates interval from getBankSyncConfig() each tick
- routes/admin: PUT accepts enabled and sync_interval_hours independently
- BankSyncAdminCard: number input (0.5 step, 0.5-168 range), dirty-checks both

#3 Auto-match after background sync:
- matchSuggestionService: autoMatchForUser() auto-applies suggestions ≥80
  score (exact amount + date ±1d + name signal), lazy-requires matchTransactionToBill
- bankSyncWorker: calls autoMatchForUser after each successful sync, own try/catch

#4 Encryption note in BankSyncAdminCard below worker status panel

Also: error handling, admin link in tracker sidebar, SimpleFIN bridge hyperlink
2026-05-29 00:28:50 -05:00
null 060c8dc2f4 chore: version bump to 0.28.01 and update HISTORY format 2026-05-16 21:36:04 -05:00