Commit Graph

26 Commits

Author SHA1 Message Date
null e1082145ab feat: tracker payment flow and mobile row improvements 2026-06-07 14:49:39 -05:00
null 6d60eebe1a chore: dependency updates and UI fixes (batch) 2026-06-07 14:23:19 -05:00
null 6811eb8be5 feat: payment accounting service, SQL schema + migration, backend route refactor, test updates 2026-06-07 01:05:48 -05:00
null fc3709337c feat: bulk unmatch — review similar payees, batch-undo with optional rule removal 2026-06-06 19:15:06 -05:00
null d2d3045afe feat: historical payment import dialog for bank merchant rules 2026-06-04 02:05:15 -05:00
null 52af533845 fix: remove duplicate/early refetch calls in BillModal sync flow 2026-06-04 01:38:14 -05:00
null da4642dbd0 feat: late-attribution prompt for bank payments that crossed month boundary 2026-06-04 00:06:16 -05:00
null 278521a612 fix: bank matching returns bill names, reactive Sync button in BillModal, error handling in merchant rule service 2026-06-03 23:29:30 -05:00
null 0011ade58d fix: encryptionService removes env-var key path, always uses auto-generated DB key 2026-06-03 23:21:48 -05:00
null 4188a2059d fix: mortgage and housing categories auto-detected as debt in snowball 2026-06-03 22:19:58 -05:00
null a0fe7880df feat: bill bank matching rules with pattern preview, conflict detection, retroactive payment sync
- Merchant rules link bills to bank transaction patterns for auto-import
- Live preview badge shows match count as user types merchant name
- Inline conflict warning if another bill already owns that pattern
- Retroactive sync on save — imports historical payments immediately
- Green Bank chip on bill list items with active rules
- New endpoints: GET/POST/DELETE merchant-rules + GET preview
2026-06-03 21:21:38 -05:00
null 90cfed035b feat: Payoff Custom mode, Summary reordering, unifed billing schedule, SimpleFIN + backup fixes (batch v0.34.1.3) 2026-05-30 21:20:51 -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 32f1568515 feat: SimpleFIN payment backfill button on subscription bills (v0.33.7.2) 2026-05-29 04:19:20 -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 82de135186 push 2026-05-18 09:44:16 -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 9174ec3290 v0.28. 2026-05-16 10:17:24 -05:00
null 440f872d97 snowball bug fixes 2026-05-14 03:00:01 -05:00
null 7d2d0bf45e 0.28.0 snowball release 2026-05-14 02:11:54 -05:00
null bd796d61c0 v0.20.8: Billing cycle sub-categories + server-side cycle_day validation
- Migration v0.46: cycle_type (monthly/weekly/biweekly/quarterly/annual) and cycle_day columns
- Server-side validation: cycle_type whitelist, cycle_day validated per type
  - monthly: 1-31 integer
  - weekly/biweekly: day name enum
  - quarterly/annual: free text (max 50 chars)
- BillModal UI: conditional cycle_day selector (ordinal/weekday/text)
- Hudson audit: 4/5 PASS, fixed medium-risk cycle_day validation gap
2026-05-10 00:39:11 -05:00
kaspa 4d1709aea3 push 2026-05-09 13:03:36 -05:00
_null 969139251d calendar 2026-05-04 13:14:32 -05:00
_null b9d1366d46 initial commit 2026-05-03 19:51:57 -05:00