useSubscriptions + useSubscriptionRecommendations (+ shared useBills/
useCategories). Optimistic updates (toggle, reorder, dismiss recommendation)
and their await-load() reconciliation preserved by routing setData/setBills/
setRecommendations through queryClient.setQueryData and load()/loadRecommendations
through invalidateQueries. The redundant mount-load effect was removed (hooks
fetch on mount). useOptimistic layer unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The client had ~15 hand-rolled currency formatters (local `fmt`/`money`/
`fmtFull`/`fmtDollars`/…) plus a canonical `fmt` in lib/utils used at ~190
sites — same rules copy-pasted, with inconsistent handling of negatives,
whole-dollar, cents vs dollars, and blank input.
Add client/lib/money.js as the one implementation:
- formatUSD(dollars) — "$1,234.56" (whole/dash options)
- formatUSDWhole(dollars) — "$1,235"
- formatCentsUSD(cents) — from integer cents; signed "+/-" and dash options
Inputs are coerced so null/''/NaN never render as "$NaN", and -0 is
normalized so it never shows as "-$0.00".
lib/utils.fmt now delegates to formatUSD (byte-identical — the existing
utils.test.js fmt suite is the regression guard), and the 15 local
formatters delegate to money.js. No display currency formatting remains
outside money.js; the /100 conversions left behind are calculations
(form prefill), not display.
Tests: client/lib/money.test.js (13). Full client suite 46 pass; build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- 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
- 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
- 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
- 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
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
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