- 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
- Amount-bucket grouping ensures consistent charges are grouped together
- Catalog lookup names and boosts the result
- Deduplication ensures one recommendation per known service
- Removed catalog-first rewrite
- 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
- bankSyncService: removed local syncDaysBack() reading env directly;
sinceEpoch() now calls getBankSyncConfig().sync_days
- bankSyncConfigService: added setSyncDays() with 1-730 day validation
- routes/admin: PUT accepts sync_days alongside enabled/sync_interval_hours
- BankSyncAdminCard: Transaction history days input, loaded from config,
defaults 90, dirty-checked on save
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
Added subscription metadata to bills: is_subscription, type, reminder_days, source, detected_at
Backend subscription API (routes/subscriptions.js)
SimpleFIN recommendation logic (services/subscriptionService.js)
New /subscriptions page (client/pages/SubscriptionsPage.jsx)
Track-as-subscription controls in BillModal.jsx
Navigation under Tracker menu
Accepting a recommendation creates a subscription-backed bill + links detected transactions
- Removed disable logic and key warning banner from BankSyncAdminCard
- Toggle works freely regardless of TOKEN_ENCRYPTION_KEY status
- encryptionKeyReady and encryption_key_set left as informational only
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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