Commit Graph

9 Commits

Author SHA1 Message Date
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