The save-as-template toggle + name input move to their own presentational
component. Behavior-preserving — BillModal 1105 -> 1090 lines.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bank-matching rules (+ Sync action) and the linked-transaction list (+ Unmatch)
move to LinkedTransactionsSection. The big inline sync onClick is lifted to a
named parent handler (handleSyncBillPayments) sharing a refreshAfterImport helper
with handleRulesChanged. Dropped now-unused imports (BillMerchantRules, Link2,
Link2Off, RefreshCw, transactionDate, fmtTransactionAmount). Behavior-preserving
— BillModal 1193 -> 1105 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The three unmatch flows (choice dialog, single-unmatch confirm, bulk review with
optional merchant-rule removal) move to UnmatchDialogs; the transaction display/
matching helpers (transactionTitle/Date, fmtTransactionAmount, isSimilarPayee)
move to a shared transactionDisplay.js used by both the parent and the dialogs.
Dropped now-unused imports (Layers, Checkbox, formatCentsUSD). Behavior-
preserving — BillModal 1432 -> 1193 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The add/edit manual-payment form (+ its PAYMENT_METHODS list) moves to its own
presentational component; the parent keeps the form state + submit handler.
Behavior-preserving — BillModal 1502 -> 1432 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The payment-history list (rows with source badges + edit/remove for manual
payments) and its 4 display helpers (isTransactionLinkedPayment,
isHistoryOnlyPayment, paymentSourceLabel/Tone) move to their own presentational
component; the parent keeps payment state + add/edit/delete handlers and passes
them as props. Behavior-preserving — BillModal 1603 -> 1502 lines; build +
client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
First BillModal decompose step: the collapsible Debt/Snowball fields (interest
rate, current balance, minimum payment, snowball visibility) move to
client/components/bill-modal/DebtDetailsSection.jsx as a presentational
component; state stays in the parent (the save action reads it). Behavior-
preserving — BillModal 1723 -> 1637 lines; build + client tests green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
M1: marking a bill paid/unpaid flips the row instantly via local optimistic
state (cleared when fresh data arrives, rolled back on error) on both desktop
and mobile rows, instead of waiting for the server round-trip.
M2: bank sync (Tracker) and the bill-modal Sync use sonner toast.promise —
one toast transitioning loading -> done -> error, replacing the manual
spinner-flag + separate success/error toasts.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- handleBlur now takes the field value explicitly (was positional guessing that
fell through to interestRate for unmapped fields).
- Three copy-pasted money validators -> one shared validateNonNegativeMoney in
client/lib/money.js; expected-amount copy 'positive' -> 'non-negative' (0 ok).
- Removed the save action's duplicate due-day/interest-rate re-validation
(validateForm already covers it); kept the parses.
- Added err.message fallbacks to save/deactivate/verify-autopay toasts.
- Save toasts now name the bill.
Test: client/lib/money.test.js.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The notifier used a hard-coded 3-day early reminder and never read
reminder_days_before, so the modal's 'Reminder Days' control was a no-op.
The early reminder now fires at the bill's own lead (>= 2 days so it never
collides with the 1-day/same-day reminders); email subject+body say 'due in
N days'. Lead-time selection extracted to a pure exported reminderTypeFor()
for unit testing. The Reminder Days control now shows for every bill and a
non-subscription save no longer clobbers the column to 3.
Test: tests/notificationLeadTime.test.js
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Sync button and merchant-rule historical import both CREATE payments but
only reloaded linked transactions, so the modal's Payment History stayed stale
and the Tracker row behind the modal didn't update (kept showing due/overdue)
until close+reopen. Both now await Promise.all([loadPayments(),
loadLinkedTransactions()]) then onSave?.(), matching the unmatch handlers.
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>
- 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)
- 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)
- 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
- 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
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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