7a58d69c70
feat: hybrid subscription tracker
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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
22df64e5e7
feat: auto-sync worker for SimpleFIN bank sync
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New:
services/bankSyncWorker.js — interval-based worker running every 4h (configurable via SIMPLEFIN_SYNC_INTERVAL_HOURS)
- Checks bank sync enabled, fetches oldest-synced sources, skips <1h old
- Staggers syncs 3s apart, writes last_error on failure, timer.unref() for clean shutdown
Modified:
server.js — starts worker inside app.listen callback
routes/admin.js — GET bank-sync-config includes worker status (running, interval, last/next run)
client/components/admin/BankSyncAdminCard.jsx — shows auto-sync worker status panel when enabled
.env.example — SIMPLEFIN_SYNC_INTERVAL_HOURS
2026-05-28 22:32:33 -05:00
858f65b66b
fix: BankSyncAdminCard toggle no longer gated on encryption key
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- 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
2026-05-28 22:18:20 -05:00
88a4b64924
feat: DB-first bank sync config, admin toggle, extracted BankSyncSection
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New:
services/bankSyncConfigService.js — bank_sync_enabled from settings table, env fallback
client/components/admin/BankSyncAdminCard.jsx — single toggle + encryption key status
client/components/data/BankSyncSection.jsx — full connection management extracted from SettingsPage
Modified:
routes/dataSources.js — per-request getBankSyncConfig() instead of module-level env check
routes/admin.js — GET/PUT /api/admin/bank-sync-config
AdminPage.jsx — renders BankSyncAdminCard after EmailNotifCard
SettingsPage.jsx — BankSyncSection removed, 580->352 lines
DataPage.jsx — BankSyncSection first, passes simplefinConn to TransactionMatchingSection
TransactionMatchingSection.jsx — compact sync bar with green dot + Sync Now
Layout.jsx — SimplefinBadge shows muted dot when enabled
client/api.js — bankSyncConfig API calls
2026-05-28 22:06:15 -05:00
979886cb6a
style: CalendarPage readability pass + DataPage fix
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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
2026-05-28 21:40:27 -05:00
42abb12497
feat: SimpleFin bank sync with encrypted token storage
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New services:
services/encryptionService.js — AES-256-GCM with SHA-256 derived key
services/simplefinService.js — protocol layer: claim token, fetch accounts/transactions, normalize to DB shapes
services/bankSyncService.js — orchestration: connect, sync, disconnect with encrypted access URL storage
Modified:
routes/dataSources.js — status, connect, sync, disconnect endpoints (gate on BANK_SYNC_ENABLED=true)
client/api.js — simplefinStatus, connectSimplefin, syncDataSource, deleteDataSource, dataSources
client/pages/SettingsPage.jsx — BankSyncSection with connected account info, sync/disconnect actions, setup token input
.env.example — BANK_SYNC_ENABLED, TOKEN_ENCRYPTION_KEY, SIMPLEFIN_APP_NAME
2026-05-28 21:30:20 -05:00
994b5c1e17
feat: spending forecast with linear regression chart
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Analytics page additions:
- linearForecast(rows, horizonMonths) — OLS regression producing projected,
low, and high (±1σ residual) for each future month
- ForecastChart — SVG line chart: solid historical line + area fill, dashed
projected line, translucent confidence band, divider line at forecast start,
legend for Historical and Projected ± 1σ
- Forecast added to CHART_OPTIONS (on by default)
- Forecast dropdown: 3/6/12 month horizon (default 6)
- Controls grid expanded to 7 columns
- Forecast card spans full width below heatmap
- Projection table: Month / Projected / Low / High columns
- Reset filters resets forecast to 6 months
2026-05-28 21:11:29 -05:00
71dfbe36cc
refactor: component splits, PWA support, CommandPalette
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Component Splits:
- AdminPage.jsx: 1,906 -> 82 lines (logic moved to client/components/admin/ — 9 files)
- DataPage.jsx: 3,132 -> 60 lines (logic moved to client/components/data/ — 8 files)
- TrackerPage.jsx: 2,566 -> 2,132 lines (MonthlyStateDialog, StartingAmountsEditDialog, PaymentModal)
PWA:
- vite-plugin-pwa installed with NetworkFirst caching for API routes
- Square PWA icons (192x192, 512x512, apple-touch-icon)
- theme-color, apple meta tags, touch icon in index.html
- Build generates dist/sw.js + Workbox runtime
CommandPalette:
- Navigation commands, Add bill action, month jumps
- Grouped results with empty/filtered states
2026-05-28 20:53:22 -05:00
92cc667947
chore: bump version to v0.28.4.4
2026-05-28 20:14:00 -05:00
33e5c187a3
dark theme
2026-05-28 19:58:01 -05:00
d99ea8057e
dark theme
2026-05-28 19:40:55 -05:00
1f3a254c7c
brighten dark mode
2026-05-28 19:30:46 -05:00
0fd82568cc
georgia font
2026-05-28 04:20:15 -05:00
8f7d0aeaff
styling
2026-05-28 04:06:37 -05:00
8efb7c934d
fix suggested
2026-05-28 02:53:59 -05:00
8122d07069
inline editing
2026-05-28 02:53:35 -05:00
1426ee3bb5
error handling
2026-05-28 02:34:24 -05:00
e8218a3dd8
bill tracker futurue
2026-05-28 02:09:49 -05:00
fa60ea8fbd
fix paid coloum
2026-05-28 01:38:18 -05:00
a811589db4
theme correctness
2026-05-28 01:30:40 -05:00
82de135186
push
2026-05-18 09:44:16 -05:00
060c8dc2f4
chore: version bump to 0.28.01 and update HISTORY format
2026-05-16 21:36:04 -05:00
9d933f70cc
v0.28.01
2026-05-16 20:26:09 -05:00
b124e48ebc
v0.28.0
2026-05-16 15:38:28 -05:00
8913436575
v0.28.0
2026-05-16 11:56:38 -05:00
53670b3745
v0.28.0
2026-05-16 11:42:32 -05:00
88c1374d97
v028.0
2026-05-16 10:56:56 -05:00
59d9d21d4c
v0.28.0
2026-05-16 10:34:32 -05:00
9174ec3290
v0.28.
2026-05-16 10:17:24 -05:00
0ba315bd32
v0.28.0
2026-05-15 22:45:38 -05:00
74603ff2d5
v0.27.04
2026-05-15 04:22:33 -05:00
153ed7ab79
v0.27.04
2026-05-15 02:26:10 -05:00
48dcb480ba
v0.27.04
2026-05-15 01:49:55 -05:00
263f1c5e6e
v0.27.04
2026-05-15 01:36:56 -05:00
576163e85b
apr/snowball 0.27.04
2026-05-15 00:03:32 -05:00
d720931894
v0.27.02 push
2026-05-14 21:00:07 -05:00
eea5641126
snowball visuals
2026-05-14 19:33:23 -05:00
7aff0d0283
snowball ui fiix
2026-05-14 03:23:52 -05:00
ce22139bb3
chore: bump version to 0.27.01
2026-05-14 03:01:47 -05:00
440f872d97
snowball bug fixes
2026-05-14 03:00:01 -05:00
7d2d0bf45e
0.28.0 snowball release
2026-05-14 02:11:54 -05:00
48fe87ea25
corrections
2026-05-14 01:17:05 -05:00
34b0f75918
v0.26.1: fix dual-column XLSX parser bugs
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- Rewrite detectAllHeaderSets() with repeat-field detection instead of gap-based splitting
- Require ≥2 header fields per group (filters out false matches like 'Left Over | Paid')
- Fix column leakage: right-side bills no longer pick up left-side amounts
- Add header_set_index to analyzeRow return object for frontend use
- Add isLikelySummaryRow() filter (Paycheck, Left Over, Enter how much, etc.)
- Expand isLikelyTotalRow() to catch 'Auto Total ------>' patterns
- Filter leftover calc rows (null name + negative amount, dash separators)
- Remove 'paid' from HEADER_PATTERNS.amount (was false-matching 'Paid' cells)
- Skip empty string cells in detectAllHeaderSets
2026-05-11 23:17:19 -05:00
831f617893
v0.26.0: dual-column XLSX import parser
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- detectAllHeaderSets() finds multiple header groups per row (left 1st / right 15th)
- isBlankRowForHeaderSet() checks blanks per column range for dual layouts
- parseSheetRows() scans rows 0-4 for header row, processes each set independently
- analyzeRow() computes due_day from date/label/pattern with fallback to defaultDueDay
- Cell type validation allows 's' (shared formula) type
- Non-numeric amounts (auto, double pay, past due) become detected labels
- Day patterns (1st, 15th, 24th) parsed as due_day values
- Security: bounds validation in isBlankRowForHeaderSet, anchored regex, label sanitization
2026-05-11 22:13:37 -05:00
2ce5328fd2
v0.25.0: roadmap redesign, import CSRF fix, AdminDashboard removed
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- RoadmapPage: kanban-style priority lanes, shadcn Collapsible/Tabs,
lazy-loaded activity log, admin-only /api/about/roadmap + /dev-log endpoints
- Import CSRF fix: added x-csrf-token header to importAdminBackup,
previewSpreadsheetImport, previewUserDbImport raw fetch() calls
- Removed AdminDashboard.jsx, replaced by RoadmapPage
- Added @radix-ui/react-collapsible + collapsible shadcn component
- Security audit by Private_Hudson: PASS (CSRF fix verified,
admin endpoints gated, path traversal mitigated, XSS safe)
2026-05-11 21:42:36 -05:00
98ede20cd3
fix: prevent duplicate payment prompts
2026-05-11 16:04:21 -05:00
22f9a570aa
v0.24.5: starting amounts fix, pay badge alignment, demo data persistence
2026-05-11 15:25:04 -05:00
b29d3a0b02
fix: starting amounts paid_from_other calculation + pay badge alignment on tracker
2026-05-11 15:00:35 -05:00
890427c75a
v0.24.3: Session fixes, activity log corrections, UI polish
2026-05-11 13:39:48 -05:00
c1ac14efe3
v0.24.4: analytics mobile layout + previous month payment toggle
2026-05-11 11:56:49 -05:00
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