Commit Graph

10 Commits

Author SHA1 Message Date
null 910febae63 feat: bill rules manager page, merchant re-normalization, match suggestion scoring fix, cleanup pruning 2026-06-04 20:45:11 -05:00
null 809bd4498b fix: BankSyncSection enhancements, merchant rule service updates, user settings import 2026-06-04 02:57:09 -05:00
null 5689fc95c2 feat: historical import batch selection UI, backend endpoint, DB migration v0.83 2026-06-04 02:36:36 -05:00
null 19421c06fc fix: historical import backend routes and service adjustments 2026-06-04 02:20:30 -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 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 32f1568515 feat: SimpleFIN payment backfill button on subscription bills (v0.33.7.2) 2026-05-29 04:19:20 -05:00
null 6b30ee4eb7 feat: merchant rules, auto-match on sync, duplicate API fix
- 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
2026-05-29 03:38:48 -05:00