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>
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
- Added amber warning banner on Download My Data section about sensitive metadata
- Updated 'What's included' list to show monthly starting amounts and history ranges
- Marked LOW export sensitive fields item as FIXED in FUTURE.md
- TrackerPage: confirm('Mark as paid?') → AlertDialog with dynamic bill name
- DataPage: window.confirm('Import SQLite?') → AlertDialog for import confirmation
- Both dialogs use proper shadcn/ui components (AlertDialogAction/Cancel)
- Theme-aware, accessible, consistent with app design system
- STRUCTURE.md: corrected tech stack (Vite+React, not Next.js)
- Version bumped to 0.23.3
null