Commit Graph

269 Commits

Author SHA1 Message Date
null 35e5d185de feat(spending): category groups, YNAB-style spending page overhaul, 3-month averages, cover overspending (batch 0.41.0) 2026-06-14 19:21:34 -05:00
null 81ddcb5fc1 feat(banking): bank transactions page with merchant/store matching, transaction matching refactor, bank sync improvements (batch 0.40.0) 2026-06-14 15:15:31 -05:00
null ee7026872c feat(banking): bank transactions ledger page with route, sidebar link, and API endpoint 2026-06-12 03:59:42 -05:00
null d9a441dff6 feat(settings): auto-save preferences with live save status (batch 0.39.0)
Replace all Save buttons on the Settings page with debounced auto-save:

- useAutoSave hook: debounce with latest-payload-wins, flush() for blur,
  pending-edit flush on unmount, status machine (idle/saving/saved/error)
  with saved fading back to idle. Covered by 6 Vitest tests (fake timers).
- SaveStatus pill (framer-motion) in the page header and notification card
  headers — Saving…/Saved/Save failed.
- Timing per control: toggles/selects/channel ~150-400ms; typed inputs
  (email, URLs, grace period, drift pct) 900ms + flush on blur.
- Push token never auto-saves mid-type: saves on blur only, so a partial
  token can never overwrite a working one.
- Notification cards no longer refetch parent settings on save (would
  clobber in-flight edits under auto-save).
- Decision: no undo toast — settings are non-destructive and instantly
  re-editable; undo would add noise without safety.
- vitest include now picks up .jsx tests; jsdom + @testing-library/react
  added as devDependencies.
2026-06-12 02:08:42 -05:00
null 8ef794a94a feat(settings): safe-to-spend toggle, move notifications from Profile to Settings, fix dark-mode readability 2026-06-12 01:52:48 -05:00
null dc49eb9633 feat(cashflow): safe-to-spend projection with timeline, vitest setup, package upgrades 2026-06-12 01:32:28 -05:00
null d0835b86ab chore(cleanup): remove legacy/public HTML files, retire /legacy route, update docs and About page 2026-06-11 23:50:27 -05:00
null c6708982a9 fix(utils): extract localDateString to shared lib, replace .toISOString().slice() pattern across client 2026-06-11 23:40:22 -05:00
null 38c8bbd472 feat(server): add trust proxy, CSRF HTTPS detection, error formatting, dates util (batch 0.38.0) 2026-06-10 19:37:19 -05:00
null 57e4d8039b chore(client): update PageTransition spacing 2026-06-09 20:51:32 -05:00
null 5b0c50809c fix(ui): clean up excess CSS in index.css (batch 0.37.6) 2026-06-08 21:27:55 -05:00
null f3bcf6cdec fix(api): transaction matching logic improvements (batch 0.37.5) 2026-06-08 21:07:42 -05:00
null ca514e5f26 fix(tracker): BillModal save/close race and pending badge logic
- Use controlled Dialog state (setDialogOpen) instead of immediate onClose()
  to let Radix cleanup properly before unmount
- Amber 'Pending' badge now only shows for bank-linked bills — unlinked
  bills skip the pending-cleared check and show 'Paid' directly
- TrackerPage onSave no longer nullifies edit state before BillModal can
  animate closed

(batch 0.37.4)
2026-06-08 16:33:48 -05:00
null fab4945d50 fix(tracker): bank pending counts, overdue center cleanup, and payment source labels
- Add bank_pending_count to tracker rows showing pending bank transaction
  matches for bills with merchant rules
- Remove snoozed-only state from OverdueCommandCenter (always show when
  overdue rows exist)
- Display 'Synced' label for transaction-matched payments in BillModal
- Prioritize 'Pending' badge over StatusBadge when bank has pending matches
- Exclude bank-synced and transaction-matched payments from pending_cleared

(batch 0.37.3)
2026-06-08 16:05:31 -05:00
null 626459322f fix(tracker): live sync label truncation and due_day fallback on partial update
- Shorten 'Live Sync' label to 'Live' for space-constrained layouts
- Add existing bill due_day fallback in validateBillData to prevent
  spurious required-field errors during partial PATCH updates

(batch 0.37.2)
2026-06-08 12:24:51 -05:00
null 80ef1208ae fix(tracker): update payment progress and bills service (batch 0.37.1) 2026-06-08 11:54:47 -05:00
null 426b0fd932 fix(admin): admin/profile routes and services 2026-06-07 21:18:02 -05:00
null 79b51b1c9a fix(bank-sync): transaction matching, services, and worker updates 2026-06-07 20:07:27 -05:00
null 31be51e77f fix(bank-sync): admin config, matching, and worker updates 2026-06-07 19:41:17 -05:00
null 68aa5eff31 fix(snowball): plan history and bill modal updates 2026-06-07 19:13:16 -05:00
null 3f93a7dca2 fix(tracker): page update 2026-06-07 18:38:05 -05:00
null 9354af8cb8 fix(tracker): tracker page adjustments 2026-06-07 17:50:17 -05:00
null f2f9ad83ac fix(tracker): search filter and bucket improvements 2026-06-07 17:33:31 -05:00
null f7ad1c1ebb fix(tracker): table columns and settings improvements 2026-06-07 17:23:14 -05:00
null 955fb96aec fix(tracker): budget display and payment progress fixes 2026-06-07 17:03:29 -05:00
null 71e783a799 fix(ui): calendar settings improvements 2026-06-07 16:52:50 -05:00
null 34fcbb0d92 fix(tracker): payment progress tracking fixes 2026-06-07 16:44:40 -05:00
null 13e41aec74 feat: iCal feed for bills (Apple/Google calendar export) 2026-06-07 15:53:46 -05:00
null ec7869abbc feat: framer-motion page transitions and UI polish 2026-06-07 15:14:09 -05:00
null 72d95065d0 fix: mobile tracker row and bucket rendering polish 2026-06-07 14:58:37 -05:00
null e1082145ab feat: tracker payment flow and mobile row improvements 2026-06-07 14:49:39 -05:00
null 3b555e4d8e chore: shadcn/ui component updates (batch) 2026-06-07 14:29:09 -05:00
null 6d60eebe1a chore: dependency updates and UI fixes (batch) 2026-06-07 14:23:19 -05:00
null 3b0f267ab3 fix: SubscriptionsPage polish 2026-06-07 02:06:31 -05:00
null 4f5a3d0cff feat: bank sync section, data sources route, subscription page updates, package updates 2026-06-07 02:03:00 -05:00
null d9cf499dba feat: search filter panel component, search preference persistence, page integration 2026-06-07 01:28:35 -05:00
null ab5e3fbf1f feat: profile settings UI, auth service refactor, schema migration, route tests 2026-06-07 01:17:49 -05:00
null 6811eb8be5 feat: payment accounting service, SQL schema + migration, backend route refactor, test updates 2026-06-07 01:05:48 -05:00
null 1ebb2da50a feat: tracker bucket rollover logic, utils cleanup, HISTORY update 2026-06-07 00:41:07 -05:00
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 88cb9d5340 feat: summary overdue highlighting, tracker row visual polish, bill table cleanup 2026-06-06 23:29:34 -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 fc3709337c feat: bulk unmatch — review similar payees, batch-undo with optional rule removal 2026-06-06 19:15:06 -05:00
null b4779c9eda feat: auto-match review panel with undo — last 7d provider_sync payments 2026-06-06 17:34:09 -05:00
null 04f5f922b7 chore: remove stale tracked backup/DB files; add /bills.db to gitignore 2026-06-06 17:01:06 -05:00
null 9a2a7ecdee feat: v0.94 — session token hashing, geolocation opt-in privacy setting 2026-06-06 17:00:22 -05:00
null a2ac241cd3 refactor(sync): centralize sync constants in bankSyncConfigService, wire through config/UI 2026-06-06 15:51:56 -05:00
null a73d0afe07 feat(encryption): support TOKEN_ENCRYPTION_KEY env var with startup migration 2026-06-06 15:27:45 -05:00
null 9e38a6b252 feat(tracker): show last_updated age on balance cards and summary pill 2026-06-06 15:17:27 -05:00
null 99abca9868 security: WebAuthn / FIDO2 hardware security key 2FA 2026-06-05 22:05:23 -05:00
null 2c9cc37593 feat: copy last month budgets, monthly income section on summary page 2026-06-04 21:57:42 -05:00
null 81ae41325a feat: move income modal to tracker page, clickable bank card 2026-06-04 21:22:20 -05:00
null 3623cadcf6 feat: income breakdown modal with ignore/restore, summary chart click, includeIgnored query param 2026-06-04 21:19:25 -05:00
null 59d32f4686 perf: composite DB indexes, notification N+1 batching, spending page double-fetch fix 2026-06-04 21:00:59 -05:00
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 743379fc94 feat: spending toggle per category, empty state, income query, auto-enable on rule creation 2026-06-04 20:01:51 -05:00
null 3f0078b930 feat: spending income section, rules manager, error handling improvements 2026-06-04 19:53:38 -05:00
null ac5d6c6625 feat: spending tracking page with category breakdowns 2026-06-04 04:31:25 -05:00
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