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CHANGELOG.md

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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[0.1.23] - 2025-12-18

Changed

  • OAuth Flow Refactoring: Consolidated auth URL sending into perform_oauth_flow function for cleaner code architecture
  • Browser Failure Handling: OAuth flow now detects when browser fails to open and sends notification to TUI
  • Auth Popup UI: Removed emojis from authentication popup for cleaner display, changed text alignment to left for better URL readability
  • Demo Screenshot: Updated README to use new static demo.png instead of animated GIF

Added

  • Browser Failure Notifications: New __GMAIL_BROWSER_FAILED__ and __DRIVE_BROWSER_FAILED__ message handlers in TUI to inform users when automatic browser opening fails
  • Enhanced Drive Logging: Added detailed logging for folder search and creation operations in drive/folder.rs

Fixed

  • Auth URL Display: URLs now display with left alignment and no trimming for easier copying
  • OAuth URL Timing: Auth URLs are now sent to TUI immediately from the OAuth flow rather than after authorization completes

Technical Improvements

  • Code Cleanup: Refactored authorize_gmail and authorize_drive to accept optional channel parameter for URL sending
  • Unified OAuth Handling: Both Gmail and Drive auth now use consistent pattern with service-specific prefixes (GMAIL_, DRIVE_)

[0.1.22] - 2025-11-07

Changed

  • Build Tool Migration: Replaced Makefile with just command runner for cleaner, simpler task management
  • Environment File Location: .env file must now be placed in docker/ directory for proper Docker and application initialization
  • Documentation: Updated README with Just installation instructions and correct .env placement guidance

Added

  • justfile: New command runner with recipes for common tasks (run, dev, build, check, clean, start-db, stop-db, help)
  • Wise API Configuration: Added optional Wise API settings to .env.example for bank integration
  • Just Badge: Added Just technology badge to README alongside other dependencies

Removed

  • Makefile: Deprecated in favor of just for better cross-platform compatibility and simpler syntax

[0.1.21] - 2025-11-06

Added

  • Ratatui TUI Redesign: Complete terminal UI overhaul with modern Ratatui framework for better interactivity
  • PostgreSQL Database Integration: Activity logs now persisted to PostgreSQL database for audit trail
  • Detailed Activity Log Viewer: Full-screen scrollable popup (50% screen size) showing all processing logs with Up/Down/PageUp/PageDown navigation
  • Real-time Progress Display: Current processing step displays dynamically updated progress messages from activity log
  • Full-height Calendar Widget: Enhanced calendar view for date selection in Manual Processing mode
  • Yellow Title Bar: Updated app title "Invoice Pilot - Interactive Mode" with yellow color (RGB 255, 255, 0) and matching border
  • MPSC Channel Logging: All operations (Gmail search, attachment download, Drive folder creation, file upload) now send real-time progress messages via unbounded MPSC channel to Activity Log

Fixed

  • Compilation Errors: Resolved type mismatches in upload.rs and jobs.rs for optional transaction parameters
  • UI Print Statement Corruption: Eliminated 58 println!/eprintln! statements that were corrupting TUI display during processing - all now routed through MPSC channel to Activity Log
  • Log Visibility: Activity log now shows real-time messages from all processing operations instead of static "Initializing..."
  • Dialog Margins: Added left margin (3 units) to Activity Log panel and detailed logs dialog for better visual separation
  • Manual Processing Dialog: Changed icon from ⚠️ to ⚡ (lightning bolt) to fix emoji rendering issue

Changed

  • Processing Flow: Processing now sends granular progress messages with emojis (🔍, ✓, ⬇️, ⬆️, 🏦) for better visibility
  • Database Structure: Activity logs stored in PostgreSQL with timestamp and ID fields for better tracking
  • UI Color Scheme: Title bar changed from cyan (RGB 0, 100, 100) to yellow (RGB 255, 255, 0)
  • Terminal UI Mode: Default behavior now uses Ratatui interactive mode instead of legacy CLI
  • Legacy Support: Manual CLI mode still available as subcommand but uses same drive/gmail modules

Technical Improvements

  • Async Logging: Log persistence uses tokio::spawn for non-blocking database writes
  • Optional Message Channel: Drive operations (folder creation, file upload) now accept Option<&mpsc::UnboundedSender> to support both TUI and CLI modes
  • Error Handling: Comprehensive error messages sent to Activity Log with proper formatting and indentation
  • Code Organization: Separated concerns between TUI operations (with logging) and CLI operations (with println fallback)

[0.1.2] - 2025-10-13

Fixed

  • Environment Loading: Fixed .env file loading to support multiple locations (root, docker/, parent directory)
  • Manual Mode: Made FETCH_INVOICES_DAY optional for manual mode - only required for scheduled mode
  • Docker Compose: Fixed env_file configuration to properly load environment variables in containers
  • Configuration Priority: Added intelligent .env file discovery (current dir → docker/.env → ../.env)

Changed

  • Docker Compose: Updated to use env_file instead of volume mounting for environment variables
  • Scheduling Logic: Enhanced validation to require FETCH_INVOICES_DAY only for scheduled execution
  • README: Removed duplicate sections and improved documentation clarity
  • Features: Added automatic monthly scheduling to features list

Technical Improvements

  • Config Module: Made fetch_invoices_day an Option<u8> type for flexible configuration
  • Error Messages: Improved error messaging for missing configuration in scheduled mode
  • Build Configuration: Updated docker-compose.yml with correct build context and dockerfile path

[0.1.1] - 2025-10-13

Added

  • Comprehensive Financial Institution Detection: Support for banks, brokerages, exchanges, and payment processors
  • Capitalized Folder Names: Bank/institution folders now use proper capitalization (e.g., "Stripe", "Interactive Brokers", "Coinbase")
  • Expanded Bank Support: Added support for 100+ European banks, brokerages, and cryptocurrency exchanges
  • Enhanced Keyword Support: Added "financial", "fiscal", "tributary" keywords for better detection
  • Interactive Brokers Detection: Full support for Interactive Brokers and other trading platforms
  • Cryptocurrency Exchange Support: Added Coinbase, Binance, Kraken, and other major exchanges
  • Payment Processor Support: Added Stripe, PayPal, Adyen, Mollie and other payment services
  • Improved Documentation: Comprehensive README with contribution guidelines and supported institutions

Changed

  • Renamed Features: "Bank detection" → "Financial institution detection"
  • Enhanced Folder Organization: Proper capitalization for all institution folders
  • Updated Configuration: Enhanced .env.example with comprehensive examples
  • Improved Search Logic: Better Gmail search with expanded keyword support

Technical Improvements

  • Capitalization Logic: Added title case conversion for detected institution names
  • Enhanced Pattern Matching: Improved bank name detection from email headers
  • Better Error Handling: Enhanced error messages for institution detection failures

[0.1.0] - 2025-10-13

Added

  • Initial Release: Basic Gmail invoice fetching and Google Drive upload functionality
  • Dual Account Support: Separate Gmail and Google Drive account authentication
  • OAuth2 Authentication: Secure authentication with token caching and auto-refresh
  • Email Search: Gmail search for invoices with configurable keywords
  • File Upload: Automatic upload to Google Drive with duplicate detection
  • Scheduled Execution: Support for monthly scheduled runs
  • Manual Execution: Support for custom date ranges
  • Configuration Management: Environment-based configuration with .env support
  • Error Handling: Comprehensive error handling and logging
  • Filename Prefixing: Smart filename generation with sender names

Features

  • Monthly Folder Organization: Automatic monthly folder creation
  • Duplicate Detection: Skip existing files to prevent duplicates
  • Token Management: Automatic token refresh and caching
  • CLI Interface: User-friendly command-line interface
  • Security: OAuth2 PKCE flow for enhanced security