Commit Graph

63 Commits

Author SHA1 Message Date
null dc49eb9633 feat(cashflow): safe-to-spend projection with timeline, vitest setup, package upgrades 2026-06-12 01:32:28 -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 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 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 31be51e77f fix(bank-sync): admin config, matching, and worker updates 2026-06-07 19:41:17 -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 e1082145ab feat: tracker payment flow and mobile row improvements 2026-06-07 14:49:39 -05:00
null d9cf499dba feat: search filter panel component, search preference persistence, page integration 2026-06-07 01:28:35 -05:00
null 1ebb2da50a feat: tracker bucket rollover logic, utils cleanup, HISTORY update 2026-06-07 00:41:07 -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 81ae41325a feat: move income modal to tracker page, clickable bank card 2026-06-04 21:22:20 -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 48f5577031 fix: bank tracking pending deduction corrected, projected month-end balance, settings loading fix 2026-06-04 01:36:07 -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 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 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 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 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 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 5449427b86 Add persistent bill reordering 2026-05-30 16:13:37 -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 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 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 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 3fea3931f5 style: AP badge next to bill name instead of blue dot
Tracker and mobile tracker rows now show a small AP badge
immediately to the right of the bill name, replacing the
blue dot on the left.
2026-05-28 23:50:03 -05:00
null 792980b8ba style: stronger late/missed payment visibility
- Tracker rows, mobile rows: alert icons, left-edge marker, stronger row tinting
- Calendar grid and detail dialog: brighter dots, count badges
- StatusBadge: stronger orange/rose badges for late/missed
- Shared badge component: clearer contrast
2026-05-28 23:42:46 -05:00
null a1f679f7b0 style: global readability/theme pass
- Sharpened font stack in index.css, removed softer Georgia digit font for UI text/money
- Tuned dark-mode tokens: clearer foreground, brighter muted text, stronger borders, defined cards
- Updated UI primitives: cards, buttons, inputs, selects, tables, badges
- Cleaned up bills rows, mobile bill rows, tracker dismiss, snowball icons, summary/category/health/analytics money values, import/export status icons
- Reduced fuzzy uppercase label spacing globally
2026-05-28 23:18:14 -05:00
null 71dfbe36cc refactor: component splits, PWA support, CommandPalette
Component Splits:
  - AdminPage.jsx: 1,906 -> 82 lines (logic moved to client/components/admin/ — 9 files)
  - DataPage.jsx: 3,132 -> 60 lines (logic moved to client/components/data/ — 8 files)
  - TrackerPage.jsx: 2,566 -> 2,132 lines (MonthlyStateDialog, StartingAmountsEditDialog, PaymentModal)

PWA:
  - vite-plugin-pwa installed with NetworkFirst caching for API routes
  - Square PWA icons (192x192, 512x512, apple-touch-icon)
  - theme-color, apple meta tags, touch icon in index.html
  - Build generates dist/sw.js + Workbox runtime

CommandPalette:
  - Navigation commands, Add bill action, month jumps
  - Grouped results with empty/filtered states
2026-05-28 20:53:22 -05:00
null 92cc667947 chore: bump version to v0.28.4.4 2026-05-28 20:14:00 -05:00
null 33e5c187a3 dark theme 2026-05-28 19:58:01 -05:00
null d99ea8057e dark theme 2026-05-28 19:40:55 -05:00
null 1f3a254c7c brighten dark mode 2026-05-28 19:30:46 -05:00
null 8f7d0aeaff styling 2026-05-28 04:06:37 -05:00
null 8efb7c934d fix suggested 2026-05-28 02:53:59 -05:00
null 8122d07069 inline editing 2026-05-28 02:53:35 -05:00
null 1426ee3bb5 error handling 2026-05-28 02:34:24 -05:00
null e8218a3dd8 bill tracker futurue 2026-05-28 02:09:49 -05:00
null fa60ea8fbd fix paid coloum 2026-05-28 01:38:18 -05:00
null 9d933f70cc v0.28.01 2026-05-16 20:26:09 -05:00
null b124e48ebc v0.28.0 2026-05-16 15:38:28 -05:00
null 59d9d21d4c v0.28.0 2026-05-16 10:34:32 -05:00
null 0ba315bd32 v0.28.0 2026-05-15 22:45:38 -05:00