Commit Graph

153 Commits

Author SHA1 Message Date
null 653dd72e12 feat: TOTP 2FA for login & profile setup flow 2026-06-04 04:10:14 -05:00
null a6b2e8bb87 fix: login mode card update, OIDC service improvements, auth middleware refinements 2026-06-04 03:53:38 -05:00
null 26b6fb13e5 feat: login history with geolocation, encryption, new device alerts, session detection 2026-06-04 03:38:32 -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 d5a0b65532 feat: live bank status bar and card on TrackerPage with effective balance + pending 2026-06-04 02:24:10 -05:00
null d2d3045afe feat: historical payment import dialog for bank merchant rules 2026-06-04 02:05:15 -05:00
null d04f03b6b1 fix: replace Portal with inline block to avoid Radix pointer-event capture 2026-06-04 01:50:40 -05:00
null 68667fea59 fix: render suggestion dropdown in Portal to escape BillModal overflow container 2026-06-04 01:45:17 -05:00
null 52af533845 fix: remove duplicate/early refetch calls in BillModal sync flow 2026-06-04 01:38:14 -05:00
null 48f5577031 fix: bank tracking pending deduction corrected, projected month-end balance, settings loading fix 2026-06-04 01:36:07 -05:00
null 779ace60dd fix: overdue badge excludes due today, tooltip with names, larger column labels 2026-06-04 01:12:25 -05:00
null 46bcf83d22 fix: NavPill and Sidebar UI refinements, trackerService adjustments 2026-06-04 01:00:29 -05:00
null 1ea6979903 fix: TrackerBucket and SnowballPage minor adjustments 2026-06-04 00:50:50 -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 2a2ebd4b28 feat: Pin Due toggle to float urgent bills to top, keyboard nav for tracker rows 2026-06-03 22:55:27 -05:00
null 4188a2059d fix: mortgage and housing categories auto-detected as debt in snowball 2026-06-03 22:19:58 -05:00
null 37cf24f5a0 feat: Sync Bank button on tracker that runs merchant rule matching on all connected sources 2026-06-03 21:59:50 -05:00
null c353dd9f40 fix: remove client-side snowball projection, delegate to server with ?extra=N
- Delete 86-line computeLiveProjection() — drift risk eliminated
- GET /api/snowball/projection now accepts ?extra=N for unsaved amount preview
- Client uses debounced useEffect calling server instead of useMemo duplicate
2026-06-03 21:50:29 -05:00
null 36f7191289 feat: push notification channels (ntfy/Gotify/Discord/Telegram) and cash flow projection
- Wire four push channels into runNotifications() with urgency mapping
- push_url and push_token encrypted at rest via AES-256-GCM
- Profile page Push card with master toggle, channel picker, test button
- Calendar CashFlowCard with period/month projections and negative alert
- Tracker card shows projected amount when cashflow data available
2026-06-03 21:43:54 -05:00
null c26880da89 fix: bank tracking Pending badge cleanup, CalendarPage money map polish
- TrackerPage Pending badge: consistent styling and tooltip text
- CalendarPage money map: handle edge cases when bank tracking is active but no pending payments
- trackerService: deduplicate pending payment query, handle zero-pending state
2026-06-03 21:30:02 -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 690a86611a feat: SimpleFIN bank budget tracking with live balance, pending payments, bank tracking mode
- Opt-in Bank Budget Tracking mode replaces manual starting amounts with live bank balance
- Calendar money map shows Balance / Pending / Unpaid Bills / After Bills in bank mode
- Pending badge (amber) on tracker rows within configurable pending window (0-7 days)
- New GET /api/data-sources/accounts/all endpoint for account picker
- Tracker starting-amounts card shows account name and live balance hint
2026-06-03 21:09:26 -05:00
null 36a65156e3 feat: merge pipeline workflow into bill-tracker (batch v0.36.0)
- Copy pipeline-report.py from Pipeline project into scripts/
- Update TOOLS.md and MEMORY.md to reflect workflow consolidation
- (includes all uncommitted v0.36.0 changes from prior session)
2026-06-03 20:28:37 -05:00
null e4f1f58730 feat: Roadmap pulls from Forgejo issues (v0.35.1) 2026-05-31 19:37:01 -05:00
null 557378dab9 chore: bump to v0.35.0 2026-05-31 16:09:40 -05:00
null ab93c53c82 chore: bump to v0.36.0 2026-05-31 15:57:03 -05:00
null 67ce59db50 v0.35.0 2026-05-31 15:52:50 -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 5449427b86 Add persistent bill reordering 2026-05-30 16:13:37 -05:00
null 799189059b chore: roadmap audit v0.34.2 — remove completed FUTURE.md items, update partial statuses 2026-05-30 15:18:45 -05:00
null 5182754e0f feat(tracker): price-change drift detection with amber insight panel
Detects when a bill's recent payments have diverged from its configured
expected amount for 2+ consecutive months and surfaces it in a new
collapsible amber panel on the Tracker page.

- Migration v0.71: adds `drift_snoozed_until` to bills and
  `notify_amount_change` to users
- New `driftService.getDriftReport()`: computes per-bill payment median
  over last 3 months, flags drift above a user-configurable threshold
  (default 5%, minimum $1 delta)
- New `GET /api/bills/drift-report` and `POST /api/bills/:id/snooze-drift`
  routes (registered before `/:id` to avoid routing conflict)
- `runDriftNotifications()` added to daily worker — sends amber digest
  email per user listing all changed bills with old → new amounts
- `notify_amount_change` wired through profile and notifications routes
- `DriftInsightPanel`: collapsible amber panel with per-bill
  strikethrough old → new amount, ±% badge, TrendingUp/TrendingDown
  icons, "Update to $X.XX" (with undo toast) and "Dismiss" (30 days)
  actions; teal palette for price decreases
- `drift_threshold_pct` setting added to SettingsPage Billing Behavior
- "Notify on price changes" toggle added to ProfilePage notifications

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-30 14:33:55 -05:00
null 3978507572 feat(tracker): overdue command center with snooze/skip/pay + sidebar badge
- migration v0.70 adds snoozed_until TEXT to monthly_bill_state
- trackerService: snoozed_until in monthly state fetch + getOverdueCount()
- GET /api/tracker/overdue-count endpoint
- PUT /bills/:id/monthly-state validates snoozed_until
- OverdueCommandCenter component: collapsible, per-bill actions, hides snoozed
- useOverdueCount hook (2-min stale, 5-min poll, tab-only)
- Sidebar/nav uses overdue count badge on Tracker menu item
- Bump v0.33.8.7 → v0.34.0
2026-05-30 13:19:09 -05:00
null db5f765d84 feat(roadmap): size grid from populated lanes + db cleanup fixes
- Roadmap grid now adapts columns based on how many priority lanes have items
- With only LOW items, lane uses full width instead of narrow 5-column slot
- cleanupService: use BACKUP_DIR import, handle .xlsx export file cleanup
- backupScheduler: export computeNextRun for external use
- Added backupAndCleanup.test.js for coverage
2026-05-30 13:04:27 -05:00
null 6b0c86b73c revert: compact tracker mode + wider layout, keep S badge + remaining/Done header (batch 0.33.8.7)
- Removed hasBoth, compact prop, 2xl:min-w-[700px], 2xl:hidden Last Month,
  narrowed columns — back to original single-column tracker layout
- Removed 2xl:max-w-[2000px] from Layout/Sidebar/AdminShell/footer/nav
- Kept S badge in all 4 locations and bucket remaining/Done header
- Added mkdocs/ to .gitignore
- Bump v0.33.8.6 -> v0.33.8.7
2026-05-29 21:16:13 -05:00
null af601057c4 style: wider max-width at 2xl+ (1500px -> 2000px) (batch 0.33.8.6)
- Layout, AdminShell, Sidebar, footer, mobile nav: 2xl:max-w-[2000px]
- Content area grows from ~1436px to ~1936px, enough room for
  dual-bucket tracker at 2xl+
- Bump v0.33.8.5 -> v0.33.8.6
2026-05-29 20:40:14 -05:00
null f99cd82438 feat: compact tracker, S badge, side-by-side buckets (batch 0.33.8.5)
- Sub badge changed to 'S' in all 4 locations with matching border style
- Two-bucket grid at 2xl+ when both buckets have bills
- Compact mode: narrow table, hide Last Month column, shrink Notes/Actions/Due
- Bucket header shows remaining/Done labels alongside paid/total/overpaid
- Removed standalone Remaining summary card (redundant with bucket header)
- Row and Bucket accept compact=false
- Bump v0.33.8.4 -> v0.33.8.5
2026-05-29 20:33:01 -05:00
null a15436b637 feat: 90-day backfill + auto-seed + status page redesign (batch 0.33.8.4)
- New backfillDataSource export and POST route for 89-day history pull
- Auto-seed 89 days on first connect, 30 days for routine syncs
- sinceEpoch() replaced with sinceEpochDays(days) with explicit param
- Status page errorRow now filters AND status = 'error'
- Full status page redesign: colored top borders, card icons, section labels,
  health banner with glowing dot, consistent spacing
- Bump v0.33.8.3 -> v0.33.8.4
2026-05-29 19:58:52 -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 6e9fd6873f fix: GeorgiaDigits font-bleed fix (batch 0.33.8.2)
- Removed 'Georgia' from --font-serif stack, replaced with ui-serif
- Added 'GeorgiaDigits' to --font-mono for snowball extra payment input
- Georgia now only enters via GeorgiaDigits @font-face with unicode-range
- Bump v0.33.8.1 -> v0.33.8.2
2026-05-29 18:42:11 -05:00
null c37716f685 feat: subscription catalog v2 + GeorgiaDigits font-face (batch 0.33.8.1)
- Migration v0.69: 90 new services across 16 categories
- Fixed Discord Nitro, Twitch Turbo, X Premium categories
- GeorgiaDigits @font-face with unicode-range for digit/currency codepoints
  only, applied via --font-sans and .tracker-number
- Bump v0.33.8.0 -> v0.33.8.1
2026-05-29 18:34:50 -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 392de3264f fix(ui): SimpleFIN transaction table fixed column sizing (batch 0.33.7.3)
- Table now uses table-fixed + colgroup for fixed column widths
- Long transaction text can no longer push action buttons off-screen
- Action buttons are compact icon-only with aria-label/title
- Long matched bill names are truncated with truncate class
- Bump v0.33.7.2 -> v0.33.7.3
2026-05-29 16:51:31 -05:00
null 32f1568515 feat: SimpleFIN payment backfill button on subscription bills (v0.33.7.2) 2026-05-29 04:19:20 -05:00