Commit Graph

15 Commits

Author SHA1 Message Date
null 35d0cbf8be chore: reset tracked db file 2026-05-30 17:27:15 -05:00
null 5449427b86 Add persistent bill reordering 2026-05-30 16:13:37 -05:00
null 5182754e0f feat(tracker): price-change drift detection with amber insight panel
Detects when a bill's recent payments have diverged from its configured
expected amount for 2+ consecutive months and surfaces it in a new
collapsible amber panel on the Tracker page.

- Migration v0.71: adds `drift_snoozed_until` to bills and
  `notify_amount_change` to users
- New `driftService.getDriftReport()`: computes per-bill payment median
  over last 3 months, flags drift above a user-configurable threshold
  (default 5%, minimum $1 delta)
- New `GET /api/bills/drift-report` and `POST /api/bills/:id/snooze-drift`
  routes (registered before `/:id` to avoid routing conflict)
- `runDriftNotifications()` added to daily worker — sends amber digest
  email per user listing all changed bills with old → new amounts
- `notify_amount_change` wired through profile and notifications routes
- `DriftInsightPanel`: collapsible amber panel with per-bill
  strikethrough old → new amount, ±% badge, TrendingUp/TrendingDown
  icons, "Update to $X.XX" (with undo toast) and "Dismiss" (30 days)
  actions; teal palette for price decreases
- `drift_threshold_pct` setting added to SettingsPage Billing Behavior
- "Notify on price changes" toggle added to ProfilePage notifications

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-30 14:33:55 -05:00
null 3978507572 feat(tracker): overdue command center with snooze/skip/pay + sidebar badge
- migration v0.70 adds snoozed_until TEXT to monthly_bill_state
- trackerService: snoozed_until in monthly state fetch + getOverdueCount()
- GET /api/tracker/overdue-count endpoint
- PUT /bills/:id/monthly-state validates snoozed_until
- OverdueCommandCenter component: collapsible, per-bill actions, hides snoozed
- useOverdueCount hook (2-min stale, 5-min poll, tab-only)
- Sidebar/nav uses overdue count badge on Tracker menu item
- Bump v0.33.8.7 → v0.34.0
2026-05-30 13:19:09 -05:00
null b34e21d1ba feat: advisory non-bill transaction filter system (batch 0.33.8.0)
- 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
2026-05-29 18:06:12 -05:00
null 6c1b02e613 fix: remove premature idx_payments_transaction_active from schema.sql
The index referenced transaction_id which is only added by migration v0.59.
On existing databases CREATE TABLE IF NOT EXISTS is a no-op, so the index
creation crashed before migrations could run. v0.61 creates it correctly
after the column exists. Fresh installs still get it via normal migration.
2026-05-28 23:33:45 -05:00
null 7a58d69c70 feat: hybrid subscription tracker
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
2026-05-28 22:54:07 -05:00
null 060c8dc2f4 chore: version bump to 0.28.01 and update HISTORY format 2026-05-16 21:36:04 -05:00
null 9d933f70cc v0.28.01 2026-05-16 20:26:09 -05:00
null b124e48ebc v0.28.0 2026-05-16 15:38:28 -05:00
null 59d9d21d4c v0.28.0 2026-05-16 10:34:32 -05:00
null 0ba315bd32 v0.28.0 2026-05-15 22:45:38 -05:00
null 440f872d97 snowball bug fixes 2026-05-14 03:00:01 -05:00
_null 3228332e8c push 2026-05-04 23:34:24 -05:00
_null b9d1366d46 initial commit 2026-05-03 19:51:57 -05:00