Commit Graph

12 Commits

Author SHA1 Message Date
null 7e5e012434 feat(settings): default landing page (plan Tier 6)
- New per-user 'default_landing_page' setting (tracker default / calendar /
  summary / spending), registered in the whitelist + defaults.
- Implemented as a post-login redirect (keeps /=Tracker so the Home link and
  direct nav are unaffected). Precedence: admin → deep-link they were bounced
  from (state.from) → default landing → /. Resolved by fetching settings in the
  login success path, with a safe / fallback so a fetch failure never blocks login.
- Settings: Select in the Regional section.

Co-Authored-By: Claude Opus 4.8 <[email protected]>
2026-07-05 16:03:01 -05:00
null 01030fe7d0 feat(settings): configurable "Due soon" window (plan Tier 4)
- statusService: resolveDueSoonDays (clamp 0–31, default 3) replaces the
  hardcoded 3-day threshold in calculateStatus; threaded via options.dueSoonDays
  through rowOptions in trackerService (×2) and routes/calendar.
- New per-user 'due_soon_days' setting registered in the whitelist + defaults.
- Settings: numeric "Due soon window" row next to Grace period, with min/max +
  clamp guard. Tooltips added to Grace period, Due-soon, and Price-change
  sensitivity explaining each.

Co-Authored-By: Claude Opus 4.8 <[email protected]>
2026-07-05 16:00:32 -05:00
null 0f24016bcf feat(settings): first day of week (plan Tier 3)
- New per-user 'week_start' setting (0=Sun default / 1=Mon), registered in
  USER_SETTING_KEYS + USER_SETTING_DEFAULTS.
- CalendarPage reads it and offsets the month grid: leading-blank count
  (getDay()-weekStart+7)%7 and a rotated weekday header. Purely presentational.
- Settings: Sun/Mon Select in the new "Regional" section. Also aligns the
  grace_period_days client default (3→5) with the server seed.

Co-Authored-By: Claude Opus 4.8 <[email protected]>
2026-07-05 15:57:35 -05:00
null 35e5d185de feat(spending): category groups, YNAB-style spending page overhaul, 3-month averages, cover overspending (batch 0.41.0) 2026-06-14 19:21:34 -05:00
null 81ddcb5fc1 feat(banking): bank transactions page with merchant/store matching, transaction matching refactor, bank sync improvements (batch 0.40.0) 2026-06-14 15:15:31 -05:00
null 8ef794a94a feat(settings): safe-to-spend toggle, move notifications from Profile to Settings, fix dark-mode readability 2026-06-12 01:52:48 -05:00
null f7ad1c1ebb fix(tracker): table columns and settings improvements 2026-06-07 17:23:14 -05:00
null d9cf499dba feat: search filter panel component, search preference persistence, page integration 2026-06-07 01:28:35 -05:00
null 809bd4498b fix: BankSyncSection enhancements, merchant rule service updates, user settings import 2026-06-04 02:57:09 -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 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 <[email protected]>
2026-05-30 14:33:55 -05:00
null 0ba315bd32 v0.28.0 2026-05-15 22:45:38 -05:00