Commit Graph

334 Commits

Author SHA1 Message Date
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 19421c06fc fix: historical import backend routes and service adjustments 2026-06-04 02:20:30 -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 ccdd16a626 fix: summary route and trackerService refinements 2026-06-04 01:27:00 -05:00
null 5783f80e38 fix: include b.name in overdue query for tooltip display 2026-06-04 01:16:48 -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 a88d5c4647 fix: move cashflow calculations before the cashflow block reference 2026-06-03 23:08:20 -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 e271c54ac6 fix: reconcileLegacyMigrations asserts version sync with runMigrations to prevent drift 2026-06-03 22:38:33 -05:00
null b81b41d302 security: rename LIVE constant to SQL_NOT_DELETED with injection safety documentation 2026-06-03 22:28:46 -05:00
null ff7ae8b3ab perf: optimize bills list query, add merchant rule composite index (v0.81) 2026-06-03 22:25:30 -05:00
null 6da43c5e92 fix: use correct payment_source 'file_import' for imported spreadsheet payments 2026-06-03 22:23:07 -05:00
null 4188a2059d fix: mortgage and housing categories auto-detected as debt in snowball 2026-06-03 22:19:58 -05:00
null b7c855e570 fix: imported payments now update debt balance via balance_delta and current_balance 2026-06-03 22:16:51 -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 1f1c505115 fix: daily worker quarterly and annual bill cycle bugs
- getCycleRange() now called per-bill so quarterly/annual bills are
  checked in their full window, not just the calendar month
- Null-safe guard after buildTrackerRow() prevents TypeError on
  cyclically-inactive bills
2026-06-03 21:55:15 -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 44320a7613 fix: validate all snowball order rows upfront, reject invalid ones with 400
PATCH /api/snowball/order silently skipped rows with bad ids or invalid
snowball_order values via bare 'continue' — no feedback, partial updates.
Now validates every item before touching the DB, returning 400 on the first
bad entry. Also adds deleted_at IS NULL filter so soft-deleted bills are
skipped instead of updated silently.
2026-06-03 20:48:24 -05:00
null e41f413f61 fix: pass ramseyMode explicitly to getDebtBills to avoid stale DB reads 2026-06-03 20:46:32 -05:00
null 4b86898bc7 wrap rotateSessionId transaction in try/catch, return null on failure 2026-06-03 20:37:12 -05:00
null 2550034996 feat: v0.36.0 patch set — 404 page, OIDC encryption, session rotate, user validation, calendar fixes 2026-06-03 20:32:00 -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 9f27775da9 oidc error correction 2026-05-31 16:08:24 -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 0fda211e37 chore: seed demo data overhaul with modern bill data, security audit update (v0.34.2) 2026-05-30 22:05:42 -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 6edb23cd66 chore: bump to v0.34.1.1, Claude.ai catalog seed, subscription fixes 2026-05-30 17:57:34 -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 8b0f33085c feat: Payoff Simulator page with live SVG chart, debt selector, and apply-to-budget (batch 0.34.3) 2026-05-30 15:22:16 -05:00