3a034ddeb7
feat: subscription catalog with bank descriptors, custom per-user descriptors, catalog→bill linking
2026-06-06 20:02:13 -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
9a2a7ecdee
feat: v0.94 — session token hashing, geolocation opt-in privacy setting
2026-06-06 17:00:22 -05:00
840620efe2
feat: v0.93 — stable provider keys, per-payment interest tracking with once-per-month gating
2026-06-06 16:34:20 -05:00
a2ac241cd3
refactor(sync): centralize sync constants in bankSyncConfigService, wire through config/UI
2026-06-06 15:51:56 -05:00
a73d0afe07
feat(encryption): support TOKEN_ENCRYPTION_KEY env var with startup migration
2026-06-06 15:27:45 -05:00
7d42d119c0
fix(simplefin): retry transient fetch failures (3 attempts, 1s/2s backoff)
2026-06-06 15:06:12 -05:00
a66fe13bc6
fix(simplefin): add 30s AbortSignal timeout to fetch calls
2026-06-06 14:54:00 -05:00
6168a71d8f
fix(sync): move auto-match into syncDataSource after merchant rules
2026-06-06 14:41:27 -05:00
a97d656e92
fix(match-suggestions): use rejection timestamps and share late attribution helper
2026-06-06 14:06:28 -05:00
99abca9868
security: WebAuthn / FIDO2 hardware security key 2FA
2026-06-05 22:05:23 -05:00
a2266635f4
perf: worker N+1 batching, status runtime DB persistence, 'use strict'
2026-06-04 21:32:28 -05:00
3623cadcf6
feat: income breakdown modal with ignore/restore, summary chart click, includeIgnored query param
2026-06-04 21:19:25 -05:00
59d32f4686
perf: composite DB indexes, notification N+1 batching, spending page double-fetch fix
2026-06-04 21:00:59 -05:00
803e91da28
fix: migration error handling for legacy DBs, fallback rejection query
2026-06-04 20:52:50 -05:00
910febae63
feat: bill rules manager page, merchant re-normalization, match suggestion scoring fix, cleanup pruning
2026-06-04 20:45:11 -05:00
743379fc94
feat: spending toggle per category, empty state, income query, auto-enable on rule creation
2026-06-04 20:01:51 -05:00
3f0078b930
feat: spending income section, rules manager, error handling improvements
2026-06-04 19:53:38 -05:00
ac5d6c6625
feat: spending tracking page with category breakdowns
2026-06-04 04:31:25 -05:00
92f292dcee
refactor: otplib named imports, cleanup totpService internal naming
2026-06-04 04:16:20 -05:00
653dd72e12
feat: TOTP 2FA for login & profile setup flow
2026-06-04 04:10:14 -05:00
a6b2e8bb87
fix: login mode card update, OIDC service improvements, auth middleware refinements
2026-06-04 03:53:38 -05:00
26b6fb13e5
feat: login history with geolocation, encryption, new device alerts, session detection
2026-06-04 03:38:32 -05:00
809bd4498b
fix: BankSyncSection enhancements, merchant rule service updates, user settings import
2026-06-04 02:57:09 -05:00
3745ef79b7
docs: update HISTORY.md with bank tracking, merchant rules, and UI changes
2026-06-04 02:48:32 -05:00
5689fc95c2
feat: historical import batch selection UI, backend endpoint, DB migration v0.83
2026-06-04 02:36:36 -05:00
19421c06fc
fix: historical import backend routes and service adjustments
2026-06-04 02:20:30 -05:00
ccdd16a626
fix: summary route and trackerService refinements
2026-06-04 01:27:00 -05:00
5783f80e38
fix: include b.name in overdue query for tooltip display
2026-06-04 01:16:48 -05:00
46bcf83d22
fix: NavPill and Sidebar UI refinements, trackerService adjustments
2026-06-04 01:00:29 -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
0011ade58d
fix: encryptionService removes env-var key path, always uses auto-generated DB key
2026-06-03 23:21:48 -05:00
a88d5c4647
fix: move cashflow calculations before the cashflow block reference
2026-06-03 23:08:20 -05:00
6da43c5e92
fix: use correct payment_source 'file_import' for imported spreadsheet payments
2026-06-03 22:23:07 -05:00
b7c855e570
fix: imported payments now update debt balance via balance_delta and current_balance
2026-06-03 22:16:51 -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
c26880da89
fix: bank tracking Pending badge cleanup, CalendarPage money map polish
...
- TrackerPage Pending badge: consistent styling and tooltip text
- CalendarPage money map: handle edge cases when bank tracking is active but no pending payments
- trackerService: deduplicate pending payment query, handle zero-pending state
2026-06-03 21:30:02 -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
4b86898bc7
wrap rotateSessionId transaction in try/catch, return null on failure
2026-06-03 20:37:12 -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
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
5449427b86
Add persistent bill reordering
2026-05-30 16:13:37 -05:00
null