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
910febae63
feat: bill rules manager page, merchant re-normalization, match suggestion scoring fix, cleanup pruning
2026-06-04 20:45:11 -05:00
c6cd81e33a
chore: bump to v0.34.2, subscription badge fix on Tracker rows
2026-05-30 21:52:02 -05:00
262d7789db
feat: account monitoring, expanded sync UI, match filtering, error toasts
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Backend:
- v0.64 migration: monitored column on financial_accounts
- GET/PUT data-sources accounts endpoints for monitored toggle + tx listing
- matchSuggestionService: excludes unmonitored accounts from match scoring
Frontend:
- BankSyncSection rebuild: accounts panel with monitored switch, expand for
last 50 transactions, match status badges, optimistic toggle
- TransactionMatchingSection: toast on bills load failure
- DataPage: toast on import history load failure
- ProfilePage: toast on both login history fetch failures
2026-05-29 01:06:20 -05:00
88a4b64924
feat: DB-first bank sync config, admin toggle, extracted BankSyncSection
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New:
services/bankSyncConfigService.js — bank_sync_enabled from settings table, env fallback
client/components/admin/BankSyncAdminCard.jsx — single toggle + encryption key status
client/components/data/BankSyncSection.jsx — full connection management extracted from SettingsPage
Modified:
routes/dataSources.js — per-request getBankSyncConfig() instead of module-level env check
routes/admin.js — GET/PUT /api/admin/bank-sync-config
AdminPage.jsx — renders BankSyncAdminCard after EmailNotifCard
SettingsPage.jsx — BankSyncSection removed, 580->352 lines
DataPage.jsx — BankSyncSection first, passes simplefinConn to TransactionMatchingSection
TransactionMatchingSection.jsx — compact sync bar with green dot + Sync Now
Layout.jsx — SimplefinBadge shows muted dot when enabled
client/api.js — bankSyncConfig API calls
2026-05-28 22:06:15 -05:00
71dfbe36cc
refactor: component splits, PWA support, CommandPalette
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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
82de135186
push
2026-05-18 09:44:16 -05:00
060c8dc2f4
chore: version bump to 0.28.01 and update HISTORY format
2026-05-16 21:36:04 -05:00
9d933f70cc
v0.28.01
2026-05-16 20:26:09 -05:00
b124e48ebc
v0.28.0
2026-05-16 15:38:28 -05:00
74603ff2d5
v0.27.04
2026-05-15 04:22:33 -05:00
153ed7ab79
v0.27.04
2026-05-15 02:26:10 -05:00
263f1c5e6e
v0.27.04
2026-05-15 01:36:56 -05:00
48fe87ea25
corrections
2026-05-14 01:17:05 -05:00
b29d3a0b02
fix: starting amounts paid_from_other calculation + pay badge alignment on tracker
2026-05-11 15:00:35 -05:00
ba888c1c6f
feat: export privacy warning + updated included fields list (v0.24.1)
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- Added amber warning banner on Download My Data section about sensitive metadata
- Updated 'What's included' list to show monthly starting amounts and history ranges
- Marked LOW export sensitive fields item as FIXED in FUTURE.md
2026-05-10 15:29:35 -05:00
5537ab2bd5
fix: clear demo data button, seed user ID bug, duplicate endpoint (v0.23.4)
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- DataPage: removed 'coming soon' placeholder, made Clear Demo Data button accessible from seeded state
- seedDemoData.js: fixed userId -> targetUserId bug
- settings.js: removed duplicate /api/settings/seed-demo-data endpoint
- Version bumped to 0.23.4
2026-05-10 15:11:02 -05:00
5eed5932b4
feat: replace native confirm() with shadcn/ui AlertDialog (v0.23.3)
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- TrackerPage: confirm('Mark as paid?') → AlertDialog with dynamic bill name
- DataPage: window.confirm('Import SQLite?') → AlertDialog for import confirmation
- Both dialogs use proper shadcn/ui components (AlertDialogAction/Cancel)
- Theme-aware, accessible, consistent with app design system
- STRUCTURE.md: corrected tech stack (Vite+React, not Next.js)
- Version bumped to 0.23.3
2026-05-10 14:36:59 -05:00
4d1709aea3
push
2026-05-09 13:03:36 -05:00
3228332e8c
push
2026-05-04 23:34:24 -05:00
b9d1366d46
initial commit
2026-05-03 19:51:57 -05:00
null