Rewrite the Data page shell into a settings-style two-pane layout (sticky goal
-nav on desktop, segmented on mobile) with:
- ConnectionHero — 5 states so a network blip is never mistaken for "not
connected" and a server without SimpleFIN never shows a dead Connect button
(loading / disabled / error+retry / not-connected / connected±needs-attention);
Sync-now handles partial errors, 429, and failure with toasts.
- DataNav — <nav> landmark, aria-current, keyboard, responsive.
- ?section= deep-linking via useSearchParams (URL source of truth → localStorage
→ default; migrates the old 3-tab key), so refresh/back-button work.
- Goal-based regroup into 4 panes with plain-language titles/subtitles/icons
passed via cardProps (every section component reused unchanged).
- Lazy panes: ImportSpreadsheet/ImportMyData code-split (own chunks) + only the
active pane mounts; framer-motion cross-fade (reduced-motion aware);
focus-to-heading on switch.
- Repoint BankTransactions "Open Data" → ?section=bank-sync; add /data to the
authed axe sweep.
Build clean (heavy panes split into their own chunks); client suite 46 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replace the tiny grey uppercase section titles with a modern header: optional
leading icon in a soft chip, sentence-case high-contrast title, calm subtitle,
a right-aligned rotating chevron, and optional statusDot/badge slots. API is
unchanged (title/subtitle/collapsible/summary/storageKey/actions preserved) so
no section internals change — purely the shared card chrome for the Data page.
Build clean; client suite 46 pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The client had ~15 hand-rolled currency formatters (local `fmt`/`money`/
`fmtFull`/`fmtDollars`/…) plus a canonical `fmt` in lib/utils used at ~190
sites — same rules copy-pasted, with inconsistent handling of negatives,
whole-dollar, cents vs dollars, and blank input.
Add client/lib/money.js as the one implementation:
- formatUSD(dollars) — "$1,234.56" (whole/dash options)
- formatUSDWhole(dollars) — "$1,235"
- formatCentsUSD(cents) — from integer cents; signed "+/-" and dash options
Inputs are coerced so null/''/NaN never render as "$NaN", and -0 is
normalized so it never shows as "-$0.00".
lib/utils.fmt now delegates to formatUSD (byte-identical — the existing
utils.test.js fmt suite is the regression guard), and the 15 local
formatters delegate to money.js. No display currency formatting remains
outside money.js; the /100 conversions left behind are calculations
(form prefill), not display.
Tests: client/lib/money.test.js (13). Full client suite 46 pass; build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- 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
- New backfillDataSource export and POST route for 89-day history pull
- Auto-seed 89 days on first connect, 30 days for routine syncs
- sinceEpoch() replaced with sinceEpochDays(days) with explicit param
- Status page errorRow now filters AND status = 'error'
- Full status page redesign: colored top borders, card icons, section labels,
health banner with glowing dot, consistent spacing
- Bump v0.33.8.3 -> v0.33.8.4
- 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
- Table now uses table-fixed + colgroup for fixed column widths
- Long transaction text can no longer push action buttons off-screen
- Action buttons are compact icon-only with aria-label/title
- Long matched bill names are truncated with truncate class
- Bump v0.33.7.2 -> v0.33.7.3
- Removed duplicate unmatchTransaction API entry in api.js
- Unmonitored accounts: no chevron, click-to-expand disabled, tx panel hidden
- matched_bill_name included via LEFT JOIN bills in accounts query
- BillPickerDialog resets search/selection on open
- Link to bill: marks historical txs matched, stores merchant rule,
applyMerchantRules catches other unmatched txs from same merchant
- Track (new subscription): creates bill with is_subscription=1, stores
merchant rule for ongoing tracking
- SimpleFIN sync: applyMerchantRules runs after tx insert, auto-matches
by merchant rule with payment_source='auto_match'
- Auto-match payments have transaction_id set, treated same as manual matches
- New services/billMerchantRuleService.js for rule storage and matching
- Migration for bill_merchant_rules table
Backend:
- POST /api/matches/confirm — atomic payment creation + transaction match
- POST /api/matches/:transactionId/unmatch — soft-delete payment, reset transaction
- Account transactions include matched_bill_id and matched_bill_name
Frontend:
- Unmatched transactions show + match pill button
- BillPickerDialog with transaction details + searchable bill list
- Confirm creates payment and updates row immediately
- Matched transactions show Unlink icon to remove match
- Toast on success with bill name and date
- bankSyncConfigService: SYNC_DAYS_MAX=90, getBankSyncConfig clamps on read,
setSyncDays rejects >90 with explanation
- bankSyncService: every sync requests full sync_days window, dedup handles
already-seen transactions
- dataSources status endpoint returns sync_days alongside enabled
- BankSyncAdminCard: input max 90, live clamp, description cites Bridge limit
- BankSyncSection: third stat tile showing History window X days
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
- encryptionService.js: getKey() tries TOKEN_ENCRYPTION_KEY env first, then
auto-generates a random 48-byte key on first startup, persists to settings
as _auto_encryption_key. assertEncryptionReady() is now a no-op.
- bankSyncConfigService.js: removed encryption_key_set response and
encryptionKeyReady() helper. No env config required.
- .env.example: TOKEN_ENCRYPTION_KEY removed. Comment says enable from Admin
panel, no env config required.
- BankSyncSection.jsx: added SimpleFIN Bridge links — 'Open SimpleFIN Bridge'
for first-time setup, 'Get a SimpleFIN token' for existing connections
CalendarPage.jsx:
- Tightened day numbers, due-count badges, bill labels inside cells
- Crisper color contrast for paid/due/missed states
- Cleaner grid surfaces and borders for row/day tracking
- Switched font-mono values to tracker-number style
SeedDemoDataSection.jsx:
- Fixed render logic for data page
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