Commit Graph

13 Commits

Author SHA1 Message Date
null 4a76eb9b92 feat(tracker): optimistic pay/skip + toast.promise on syncs (M1/M2)
M1: marking a bill paid/unpaid flips the row instantly via local optimistic
state (cleared when fresh data arrives, rolled back on error) on both desktop
and mobile rows, instead of waiting for the server round-trip.

M2: bank sync (Tracker) and the bill-modal Sync use sonner toast.promise —
one toast transitioning loading -> done -> error, replacing the manual
spinner-flag + separate success/error toasts.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 18:47:32 -05:00
null 55b515c401 feat(tracker): Pay-all-due per bucket + reversible quick-pay with specific toasts (T4)
- Each bucket header gains a 'Pay all due (N)' action: one bulkPay for every
  unpaid gated bill in the bucket, behind a confirm (count + total) and a single
  Undo toast that deletes the created payments.
- Quick-pay and mark-paid now show a specific toast ('Rent - $1,200 paid');
  quick-pay gained an Undo action to match un-pay.
- Per-bill snooze already existed in the Overdue Command Center.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 18:43:01 -05:00
null fab4945d50 fix(tracker): bank pending counts, overdue center cleanup, and payment source labels
- Add bank_pending_count to tracker rows showing pending bank transaction
  matches for bills with merchant rules
- Remove snoozed-only state from OverdueCommandCenter (always show when
  overdue rows exist)
- Display 'Synced' label for transaction-matched payments in BillModal
- Prioritize 'Pending' badge over StatusBadge when bank has pending matches
- Exclude bank-synced and transaction-matched payments from pending_cleared

(batch 0.37.3)
2026-06-08 16:05:31 -05:00
null f7ad1c1ebb fix(tracker): table columns and settings improvements 2026-06-07 17:23:14 -05:00
null 955fb96aec fix(tracker): budget display and payment progress fixes 2026-06-07 17:03:29 -05:00
null 34fcbb0d92 fix(tracker): payment progress tracking fixes 2026-06-07 16:44:40 -05:00
null ec7869abbc feat: framer-motion page transitions and UI polish 2026-06-07 15:14:09 -05:00
null e1082145ab feat: tracker payment flow and mobile row improvements 2026-06-07 14:49:39 -05:00
null 88cb9d5340 feat: summary overdue highlighting, tracker row visual polish, bill table cleanup 2026-06-06 23:29:34 -05:00
null 4dd01c13c4 feat: live transaction search in merchant rules, link-import preference toggle, tracker row tweaks 2026-06-06 23:04:53 -05:00
null 2a2ebd4b28 feat: Pin Due toggle to float urgent bills to top, keyboard nav for tracker rows 2026-06-03 22:55:27 -05:00
null 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
null 31bafb0e55 0.34.3 2026-05-31 15:06:10 -05:00