Commit Graph

21 Commits

Author SHA1 Message Date
null 8c2ecdb313 fix: subscription service error handling, SubscriptionsPage cleanup 2026-06-07 00:11:00 -05:00
null be95910ac2 feat: admin UX cleanup, bills page reordering, subscriptions page cadence sort + in-place edits, summary polish 2026-06-06 23:53:53 -05:00
null bb04966bbc fix: historical import loading state, remove stray catalog export 2026-06-06 23:17:08 -05:00
null 4dd01c13c4 feat: live transaction search in merchant rules, link-import preference toggle, tracker row tweaks 2026-06-06 23:04:53 -05:00
null 12d869d400 feat(subscriptions): cadence sort toggle, in-place bill edits after save 2026-06-06 22:25:58 -05:00
null 83e6afa9e6 feat(subscriptions): simplified SubscriptionsPage, inline actions, improved matching card, Service Catalog route
- Extracted known-service catalog to dedicated /subscriptions/catalog route
- Simplified main Subscriptions page to focus on tracked services + bank-backed recommendations
- Replaced inline Pause/Resume with Edit + MoreHorizontal dropdown on subscription rows
- Added 'Improve Matching' card linking to Service Catalog
- Vite proxy respects API_PORT env var for dev flexibility
- Added top_200_us_subscriptions_researched dataset
- Updated HISTORY.md with v0.35.0 changes
2026-06-06 22:09:34 -05:00
null a1e6a308cf feat: existing bill matching in recommendations, feedback tracking, broad-merchant rejection, annual price detection 2026-06-06 21:15:08 -05:00
null 422d8550bb feat: recommendation detail dialog with evidence, ambiguity badges, transaction list 2026-06-06 21:05:01 -05:00
null b2f8f5ef66 feat: dedicated subscription catalog page, evidence badges, price display in recommendations 2026-06-06 20:44:54 -05:00
null 3a034ddeb7 feat: subscription catalog with bank descriptors, custom per-user descriptors, catalog→bill linking 2026-06-06 20:02:13 -05:00
null 31bafb0e55 0.34.3 2026-05-31 15:06:10 -05:00
null c6cd81e33a chore: bump to v0.34.2, subscription badge fix on Tracker rows 2026-05-30 21:52:02 -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 c23cae1107 feat: reordering across management pages (Bills, Subscriptions, Categories, Snowball) — batch v0.34.1.2 2026-05-30 20:04:50 -05:00
null 35d0cbf8be chore: reset tracked db file 2026-05-30 17:27:15 -05:00
null 0f9f48e255 feat: subscription badges + status improvements + dailyWorker fix (batch 0.33.8.3)
- Sub badge (indigo) in all 4 locations, toggleable in Bills prefs
- SimpleFIN Sync card on Status page
- dailyWorker.start() now called on startup
- tracker.overdue_count uses real SQL query
- Status page accuracy: dynamic headers, Degraded state, worker last_error check
- Removed SimpleFIN prefix from Recommendations title
- Bump v0.33.8.2 -> v0.33.8.3
2026-05-29 19:21:46 -05:00
null da6a93804b fix: SimpleFIN recommendation card stays vertical in narrow sidebar
Title and amount in header, badges/reasons below, action buttons
in a clean row at the bottom.
2026-05-29 03:55:55 -05:00
null c3c0ab3542 style: SubscriptionsPage layout and responsiveness pass
- Page width consistent with rest of app
- Subscription/recommendation names no longer overflow
- Improved mobile/tablet wrapping for rows, amounts, action buttons
- Two-column layout delayed until very wide screens
- Added missing labels for food, education, shopping, security types
2026-05-29 03:49:36 -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
null c43c476ae9 fix: subscription recommendation dedup and amount-bucket grouping
- 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
2026-05-29 02:51:30 -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