v0.20.9: Previous Month Paid column on Tracker
- Backend: previous month calculation with year wrapping (Jan→Dec) - Backend: previous_month_paid per bill row, previous_month_total in summary - Frontend: 'Last Month' column in desktop table with muted text - Frontend: 'Last Month' in mobile view, summary card for prev month total - Hudson security audit: 5/5 PASS (SQL injection, date wrapping, user scoping, auth, XSS)
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---
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---
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### v0.20.9 — Previous Month Paid on Tracker
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**Status:** 🔄 IN PROGRESS
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**Date:** 2026-05-10
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**Priority:** MEDIUM
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| Agent | Status | Time | Notes |
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|-------|--------|------|-------|
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| Neo | ✅ COMPLETED | 7m40s | Previous month backend + frontend column + summary card |
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| Ripley | ✅ COMPLETED | — | Version bump 0.20.8 → 0.20.9 |
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| Bishop | ⏳ PENDING | — | Verification |
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| Hudson | ⏳ PENDING | — | Security audit |
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**Files modified:** `routes/tracker.js`, `client/pages/TrackerPage.jsx`, `client/lib/version.js`, `package.json`
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**Work Completed:**
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- [x] Backend: previous month calculation with year wrapping
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- [x] Backend: `previous_month_paid` per bill, `previous_month_total` in summary
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- [x] Frontend: "Last Month" column in desktop table
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- [x] Frontend: "Last Month" row in mobile view
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- [x] Frontend: Previous month summary card
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- [x] Version bumped to 0.20.9
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**Security Audit (Hudson):** Pending
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---
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### v0.20.8 — Billing Cycle Sub-categories
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### v0.20.8 — Billing Cycle Sub-categories
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**Status:** 🔄 IN PROGRESS
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**Status:** 🔄 IN PROGRESS
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**Date:** 2026-05-10
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**Date:** 2026-05-10
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19
FUTURE.md
19
FUTURE.md
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**This document tracks potential future enhancements for Bill Tracker.**
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**This document tracks potential future enhancements for Bill Tracker.**
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**Last Updated:** 2026-05-10
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**Last Updated:** 2026-05-10
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**Current Version:** v0.20.8
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**Current Version:** v0.20.9
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## How to Use This Document
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## How to Use This Document
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@ -38,23 +38,6 @@ Items are grouped under their priority section heading (`## 🔴 CRITICAL`, `##
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### 🟡 MEDIUM
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### 🟡 MEDIUM
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### Previous Month Paid Amount on Tracker Page
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**Priority:** MEDIUM
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**Added:** 2026-05-08 by _null
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**Description:**
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Display the previous month's total paid amount on the Tracker page, positioned between "Expected" and "Paid" columns.
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**Rationale:**
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Context for users to compare current month spending vs. previous month at a glance. Helps with budgeting and spotting anomalies.
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**Implementation Notes:**
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- Fetch previous month's payment data alongside current month
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- New column: "Last Month" between Expected and Paid
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- Option to show/hide via settings
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- Consider sparkline mini-chart for trend
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- Files likely to be modified: `routes/tracker.js`, `client/pages/TrackerPage.jsx`
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- Estimated effort: 3 hours
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### 3-Month Trend Indicator with Up/Down Arrows
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### 3-Month Trend Indicator with Up/Down Arrows
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**Priority:** MEDIUM
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**Priority:** MEDIUM
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@ -1,5 +1,11 @@
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# Bill Tracker — Changelog
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# Bill Tracker — Changelog
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## v0.20.9
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### Added
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- **Previous Month Paid** — "Last Month" column on Tracker shows last month's paid amount per bill; summary card shows previous month total
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- Backend: `previous_month_paid` per bill row, `previous_month_total` in summary, year-wrapping for January
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## v0.20.8
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## v0.20.8
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### Added
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### Added
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export const APP_VERSION = '0.20.8';
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export const APP_VERSION = '0.20.9';
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export const APP_NAME = 'BillTracker';
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export const APP_NAME = 'BillTracker';
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export const RELEASE_NOTES = {
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export const RELEASE_NOTES = {
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version: '0.20.8',
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version: '0.20.9',
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date: '2026-05-10',
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date: '2026-05-10',
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highlights: [
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highlights: [
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{ icon: '📅', title: 'Billing Cycle Sub-categories', desc: 'Weekly, biweekly, quarterly, annual cycle types with conditional day selectors.' },
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{ icon: '📊', title: 'Previous Month Paid', desc: '"Last Month" column on Tracker shows last month\'s paid amount for comparison.' },
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],
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],
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};
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};
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@ -825,6 +825,11 @@ function Row({ row, year, month, refresh, index, onEditBill }) {
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)}
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)}
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</TableCell>
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</TableCell>
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{/* Previous month paid */}
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<TableCell className="w-[10%] py-3 text-right font-mono text-sm text-muted-foreground/70">
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{row.previous_month_paid > 0 ? fmt(row.previous_month_paid) : '—'}
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</TableCell>
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{/* Amount paid — mismatch now compares against threshold */}
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{/* Amount paid — mismatch now compares against threshold */}
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<TableCell className="w-[10%] py-3 text-right">
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<TableCell className="w-[10%] py-3 text-right">
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<EditableCell
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<EditableCell
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{fmt(threshold)}
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{fmt(threshold)}
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</p>
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</p>
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</div>
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</div>
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<div>
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<p className="uppercase tracking-wide text-muted-foreground/60">Last Month</p>
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<p className="mt-0.5 font-mono text-sm text-muted-foreground/70">
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{fmt(row.previous_month_paid)}
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</p>
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</div>
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<div>
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<div>
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<p className="uppercase tracking-wide text-muted-foreground/60">Remaining</p>
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<p className="uppercase tracking-wide text-muted-foreground/60">Remaining</p>
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<p className={cn('mt-0.5 font-mono text-sm', remaining > 0 ? 'text-foreground' : 'text-emerald-500')}>
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<p className={cn('mt-0.5 font-mono text-sm', remaining > 0 ? 'text-foreground' : 'text-emerald-500')}>
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@ -1206,6 +1217,7 @@ function Bucket({ label, rows, year, month, refresh, onEditBill }) {
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<TableHead className="w-[18%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Bill</TableHead>
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<TableHead className="w-[18%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Bill</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Due</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Due</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground text-right">Expected</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground text-right">Expected</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground text-right text-muted-foreground/70">Last Month</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground text-right">Paid</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground text-right">Paid</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Paid Date</TableHead>
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<TableHead className="w-[10%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Paid Date</TableHead>
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<TableHead className="w-[9%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Status</TableHead>
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<TableHead className="w-[9%] py-2.5 text-[10px] font-semibold uppercase tracking-widest text-muted-foreground">Status</TableHead>
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<SummaryCard type="paid" value={summary.total_paid} />
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<SummaryCard type="paid" value={summary.total_paid} />
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<SummaryCard type="remaining" value={summary.remaining} />
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<SummaryCard type="remaining" value={summary.remaining} />
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<SummaryCard type="overdue" value={summary.overdue} />
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<SummaryCard type="overdue" value={summary.overdue} />
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<SummaryCard type="paid" value={summary.previous_month_total} hint="Previous month"/>
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</div>
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</div>
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{/* ── Empty state ── */}
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{/* ── Empty state ── */}
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{
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{
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"name": "bill-tracker",
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"name": "bill-tracker",
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"version": "0.20.8",
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"version": "0.20.9",
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"description": "Monthly bill tracking system",
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"description": "Monthly bill tracking system",
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"main": "server.js",
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"main": "server.js",
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"scripts": {
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"scripts": {
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const { start, end } = getCycleRange(year, month);
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const { start, end } = getCycleRange(year, month);
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// Calculate previous month (with year wrapping)
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const prevMonth = month === 1 ? 12 : month - 1;
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const prevYear = month === 1 ? year - 1 : year;
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const prevMonthRange = getCycleRange(prevYear, prevMonth);
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const bills = db.prepare(`
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const bills = db.prepare(`
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SELECT b.*, c.name AS category_name
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SELECT b.*, c.name AS category_name
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FROM bills b
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FROM bills b
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'SELECT actual_amount, notes, is_skipped FROM monthly_bill_state WHERE bill_id=? AND year=? AND month=?'
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'SELECT actual_amount, notes, is_skipped FROM monthly_bill_state WHERE bill_id=? AND year=? AND month=?'
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);
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);
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// Prepare statement for previous month payments
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const prevMonthPaymentsStmt = db.prepare(`
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SELECT SUM(amount) as total_paid
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FROM payments
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WHERE bill_id = ? AND paid_date BETWEEN ? AND ?
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AND deleted_at IS NULL
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`);
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const rows = bills.map(bill => {
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const rows = bills.map(bill => {
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// Only count non-deleted payments for status/totals
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// Only count non-deleted payments for status/totals
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const payments = db.prepare(`
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const payments = db.prepare(`
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row.monthly_notes = mbs?.notes ?? null;
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row.monthly_notes = mbs?.notes ?? null;
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row.is_skipped = !!(mbs?.is_skipped);
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row.is_skipped = !!(mbs?.is_skipped);
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// Get previous month paid amount
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const prevMonthPayments = prevMonthPaymentsStmt.get(bill.id, prevMonthRange.start, prevMonthRange.end);
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row.previous_month_paid = prevMonthPayments?.total_paid || 0;
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return row;
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return row;
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});
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});
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const activeTotalPaid = activeRows.reduce((s, r) => s + r.total_paid, 0);
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const activeTotalPaid = activeRows.reduce((s, r) => s + r.total_paid, 0);
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const activeTotalExpected = activeRows.reduce((s, r) => s + r.expected_amount, 0);
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const activeTotalExpected = activeRows.reduce((s, r) => s + r.expected_amount, 0);
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// Calculate previous month total
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const previousMonthTotal = activeRows.reduce((s, r) => s + r.previous_month_paid, 0);
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res.json({
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res.json({
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year, month, today: todayStr,
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year, month, today: todayStr,
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summary: {
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summary: {
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count_upcoming: activeRows.filter(r => r.status === 'upcoming' || r.status === 'due_soon').length,
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count_upcoming: activeRows.filter(r => r.status === 'upcoming' || r.status === 'due_soon').length,
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count_late: activeRows.filter(r => r.status === 'late' || r.status === 'missed').length,
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count_late: activeRows.filter(r => r.status === 'late' || r.status === 'missed').length,
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count_autodraft: activeRows.filter(r => r.status === 'autodraft').length,
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count_autodraft: activeRows.filter(r => r.status === 'autodraft').length,
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previous_month_total: previousMonthTotal,
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},
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},
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rows,
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rows,
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});
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});
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