Skip to content

Latest commit

 

History

History
716 lines (533 loc) · 50 KB

CHANGELOG.md

File metadata and controls

716 lines (533 loc) · 50 KB

Changelog

All notable changes to Budget Experiment.

[3.22.0] - 2026-03-08

Refactoring

  • client: Extract CategoriesViewModel from Categories.razor @code block — 19 handler methods, 16 state properties, 3 computed properties; Razor file reduced to thin binding layer (Feature 097)
  • client: Extract RulesViewModel from Rules.razor @code block — 16 handler methods, 13 state properties; comprehensive ViewModel unit tests (Feature 098)
  • client: Extract AccountsViewModel from Accounts.razor @code block — 14 handler methods, 11 state properties; ViewModel unit tests (Feature 099)
  • client: Extract BudgetViewModel from Budget.razor @code block — handler methods, state properties, computed properties; ViewModel unit tests (Feature 100)
  • client: Extract RecurringViewModel from Recurring.razor @code block — handler methods and state into testable ViewModel class (Feature 101)
  • client: Extract RecurringTransfersViewModel from RecurringTransfers.razor @code block (Feature 102)
  • client: Extract TransfersViewModel from Transfers.razor @code block (Feature 103)
  • client: Extract OnboardingViewModel from Onboarding.razor @code block — 6 handler methods, 7 state fields, 1 computed property; 33 ViewModel unit tests (Feature 104)

Features

  • docs: Establish localization infrastructure for multi-language support (Feature 096)

Bug Fixes

  • import: Handle sanitized negative amounts in CSV import — amounts with leading formula-trigger characters now parsed correctly (Feature 094)
  • test: Set en-US culture in ChatMessageBubbleTests for CI compatibility
  • test: Replace flaky Task.Delay with WaitForAssertion in MobileChatSheetTests

Testing

  • client: Client test coverage phase 2 — API services, P1/P2/P3 page components, chat and display components, service and model tests (Feature 095)
  • client: Deepen page handler coverage to reach 65% target
  • ci: Add code coverage collection, reporting, and quality gates (Feature 092)
  • ci: Exclude SDK/library namespaces and boilerplate from code coverage metrics

Dependencies

  • deps: Update EntityFrameworkCore packages to 10.0.3
  • deps: Update dotnet-ef tool to 10.0.3
  • deps: Bump Microsoft.Build.Tasks.Core 18.0.2 → 18.3.3
  • deps(ci): Bump actions/checkout 4 → 6, actions/setup-dotnet 4 → 5, actions/download-artifact 4 → 8, dorny/test-reporter 1 → 2, docker/build-push-action 5 → 6

Documentation

  • docs: Add culture-sensitive formatting guidance to copilot instructions (§37)
  • docs: Feature docs 097–104 — ViewModel extraction pattern for all page components (all complete)

[3.21.0] - 2026-03-07

Dependencies

  • deps: Update Microsoft ASP.NET Core & Extensions packages 10.0.0 → 10.0.3 — JwtBearer, OpenApi, WebAssembly, WebAssembly.Server, WebAssembly.Authentication, WebAssembly.DevServer, Extensions.Http, DependencyInjection.Abstractions, Mvc.Testing (Feature 093 Phase 1)
  • deps: Update Scalar.AspNetCore 2.10.3 → 2.13.1, bunit 2.5.3 → 2.6.2, Microsoft.Playwright 1.49.0 → 1.58.0, Deque.AxeCore.Playwright 4.11.0 → 4.11.1, Microsoft.Build.Tasks.Core 18.0.2 → 18.3.3 (Feature 093 Phase 2)
  • deps: Update Microsoft.NET.Test.Sdk 18.0.1 → 18.3.0, coverlet.collector 6.0.4 → 8.0.0 across all 6 test projects (Feature 093 Phase 3)
  • deps: Update MinVer 6.0.0 → 7.0.0 centrally in Directory.Build.props (Feature 093 Phase 4)

Documentation

  • docs: Feature 093 — NuGet package updates (non-EF Core) (complete)

[3.20.0] - 2026-03-07

Testing

  • client: bUnit tests for 5 common UI components — ConfirmDialog (7), ErrorAlert (8), LoadingSpinner (7), PageHeader (8), ThemeToggle (8) (Feature 091 Phase 3)
  • client: bUnit tests for 13 import workflow components — AmountModeSelector, ColumnMappingEditor, CsvPreviewTable, DateFormatSelector, DuplicateWarningCard, FileUploadZone, ImportHistoryList, ImportPreviewTable, ImportSummaryCard, IndicatorSettingsEditor, SavedMappingSelector, SavedMappingsManager, SkipRowsInput — 120 tests (Feature 091 Phase 4)
  • client: bUnit tests for 9 AI components — AiOnboardingPanel, AiSettingsForm, AiStatusBadge, AnalysisProgressDialog, AnalysisSummaryCard, CategorySuggestionCard, SuggestionCard, SuggestionDetailDialog, SuggestionList — 74 tests (Feature 091 Phase 4)
  • client: bUnit tests for 6 reconciliation components — ConfidenceBadge (11), MatchReviewModal (12), ToleranceSettingsPanel (9), ImportPatternsDialog (9), LinkableInstancesDialog (8), ManualMatchDialog (9) — 58 tests (Feature 091 Phase 5)
  • client: bUnit tests for 2 navigation components — NavMenu (15), ScopeSwitcher (11) — 26 tests (Feature 091 Phase 5)
  • client: Total test count: 2,686 passed (1 skipped), up from 1,059

Documentation

  • docs: Feature 091 — Client component & service test coverage (complete)

[3.19.0] - 2026-03-06

Testing

  • infrastructure: 36 integration tests for 5 previously untested repositories — BudgetCategoryRepository (9 tests: scope filtering, GetByName, GetActive, GetByType, GetByIds), BudgetGoalRepository (6 tests: scope filtering, GetByCategoryAndMonth, GetByMonth), CategorySuggestionRepository (6 tests: case-normalization, fetch-then-remove, AddRange), LearnedMerchantMappingRepository (5 tests: pattern normalization, GetByOwner ordering), RecurringTransactionRepository (10 tests: exception CRUD, date-range queries, bulk delete, scope filtering) (Feature 087)
  • application: Unit tests for untested services, handlers, and projectors — CustomReportLayoutService, ImportPreviewEnricher, RecurringInstanceProjector, RecurringTransferInstanceProjector (Feature 088)
  • application: Unit tests for mappers with non-trivial logic — ChatMapper (polymorphic action mapping), RecurringMapper (exception resolution logic); simple 1:1 property mappers excluded (Feature 088)
  • domain: 24 unit tests for CustomReportLayout entity — CreateShared, CreatePersonal, validation (empty name, max length, empty userId), NormalizeLayoutJson, UpdateName, UpdateLayout, trimming, unique IDs (Feature 089)
  • api: MerchantMappingsController integration tests — GET (list), POST (learn), DELETE (remove), 404 for non-existent mappings (Feature 090)
  • api: VersionController integration tests — GET returns 200 with version info shape (Feature 090)

Documentation

  • docs: Consolidate features 081–090 into single archive document (API versioning, concurrency, hygiene & test coverage)

[3.18.0] - 2026-03-06

Refactoring

  • domain: Rename Account.CreatedAt/UpdatedAt and Transaction.CreatedAt/UpdatedAt to CreatedAtUtc/UpdatedAtUtc per §30 naming convention — all entities now consistently use Utc suffix for UTC timestamps (Feature 085)
  • contracts: Rename AccountDto, TransactionDto, TransactionListItemDto, DayDetailItemDto timestamp properties to CreatedAtUtc/UpdatedAtUtc (Feature 085)
  • application: Update AccountMapper, TransferService, TransactionListService, DayDetailService for Utc suffix (Feature 085)
  • client: Update TransactionListItem model and AccountTransactions.razor for Utc suffix (Feature 085)

Database

  • infrastructure: EF migration Feature085_RenameCreatedAtUpdatedAtToUtcSuffix — renames CreatedAt→CreatedAtUtc and UpdatedAt→UpdatedAtUtc columns on Accounts and Transactions tables (Feature 085)

Documentation

  • docs: Feature 085 — DateTime naming consistency (complete)

[3.17.0] - 2026-03-06

Features

  • api: Add pagination metadata to transfer list endpoint — TransferListPageResponse paged DTO with Items, TotalCount, Page, PageSize, TotalPages; X-Pagination-TotalCount response header on GET /api/v1/transfers (Feature 084 Slice 3)
  • api: Runtime API versioning with Asp.Versioning.Mvc — [ApiVersion("1.0")] on all 26 controllers, routes use v{version:apiVersion} template, api-supported-versions header in responses, AssumeDefaultVersionWhenUnspecified for backward compatibility (Feature 081)
  • api: Normalize SuggestionsController route from api/v1/ai/[controller] to standard api/v{version:apiVersion}/[controller] pattern; add version segment to VersionController (Feature 081)
  • domain: ICurrencyProvider abstraction for global currency resolution — single interface in Domain layer with UserSettingsCurrencyProvider implementation in Application layer, falls back to USD when preference is unset or user is unauthenticated (Feature 064)
  • domain: Add FirstDayOfWeek and IsOnboarded to UserSettings — restricted to Sunday/Monday, domain validation via DomainException (Feature 066)
  • client: Client-side CSV parsing — CSV files parsed entirely in Blazor WebAssembly with zero server round-trip, auto-delimiter detection, quote-aware parsing, and BOM removal (Feature 063)
  • client: CSV injection sanitization — cells starting with formula-trigger characters (=, @, +, -, \t, \r) prefixed with ' for safe display (Feature 063)
  • client: First-run onboarding wizard — step-based wizard (Welcome → Currency → First Day of Week → Confirm) with skip option and onboarding guard redirect (Feature 066)
  • client: Settings page user preferences — currency dropdown and first-day-of-week toggle editable post-onboarding (Feature 066)
  • api: Preview endpoint row count validation — rejects requests exceeding 10,000 rows (400 with ProblemDetails) (Feature 063)
  • api: POST api/v1/user/settings/complete-onboarding convenience endpoint (Feature 066)
  • api: Optimistic concurrency with ETags — ExceptionHandlingMiddleware maps DbUpdateConcurrencyException → 409 Conflict; IUnitOfWork gains GetConcurrencyToken/SetExpectedConcurrencyToken; xmin configured on Account, Transaction, BudgetCategory, BudgetGoal, RecurringTransaction, RecurringTransfer, CategorizationRule, CustomReportLayout, and ImportMapping; GET endpoints return ETag header; PUT/PATCH endpoints validate If-Match header (backward compatible — missing header accepted); AccountDto, TransactionDto, BudgetCategoryDto, BudgetGoalDto, RecurringTransactionDto, RecurringTransferDto, CategorizationRuleDto, CustomReportLayoutDto, and ImportMappingDto gain Version property (Feature 082 Slices 1–6)
  • client: Optimistic concurrency client integration — ApiResult<T> result type for update operations distinguishing success/conflict/failure; BudgetApiService and ImportApiService send If-Match header with entity version on PUT/PATCH; all 10 mutable-entity pages handle 409 Conflict with toast notification and automatic data reload; SendUpdateAsync<T> private helper centralizes ETag wire protocol (Feature 082 Slice 7)
  • api: Restore dismissed category suggestions — GET /dismissed, POST /{id}/restore, DELETE /dismissed-patterns endpoints (Feature 061)

Bug Fixes

  • api: Fix exception middleware pipeline ordering — move ExceptionHandlingMiddleware registration before MapControllers() so controller exceptions are properly caught; replace non-standard HTTP 499 with connection abort for cancelled requests; use ProblemDetails class with Instance field instead of anonymous object (Feature 084 Slice 1)
  • api: Fix CustomReportsController.CreateAsync CreatedAtAction route resolution — use \"GetById\" string instead of nameof(GetByIdAsync) to match API versioning route conventions (Feature 082 Slice 6)
  • infrastructure: Fix scope filtering in GetByDateRangeAsync and GetByIdWithExceptionsAsync — reports now respect Personal/Shared/All budget scope (Feature 065)
  • application: Fix CSV import double-skip bug — RowsToSkip was applied twice (parser and preview service), causing silent data loss (Feature 069)
  • application: Fix AI suggestions JSON extraction — ExtractJson() method handles markdown code blocks and preamble text in AI responses, restoring non-functional Smart Insights feature (Feature 070)
  • client: Fix TransactionForm.razor currency default — MoneyDto.Currency empty string not caught by null check; now uses string.IsNullOrWhiteSpace() (Feature 068)
  • client: Align Reports donut chart StrokeWidth from 50 to 20 for consistent ring proportions with Calendar (Feature 067)
  • client: Pass actual currency to Reports donut chart instead of defaulting to "USD" (Feature 067)
  • client: Standardize donut chart fallback color to #6b7280 and filter/sort segment data consistently (Feature 067)

Security

  • api: Remove server-side CSV parse endpoint (POST /api/v1/import/parse) — eliminates file upload attack surface entirely (BREAKING) (Feature 063)
  • api: Request size limits on import endpoints — 5 MB execute, 10 MB preview (413 on oversized requests) (Feature 063)
  • api: Import execute validation — max 5,000 transactions, field length limits, date/amount range checks (400/422 with ProblemDetails) (Feature 063)
  • application: Delete server-side ICsvParserService and CsvParserService — no file bytes reach the server (Feature 063)

Refactoring

  • api: Add Async suffix to MerchantMappingsController methods — GetLearned → GetLearnedAsync, Learn → LearnAsync, Delete → DeleteAsync; routes unchanged (ASP.NET strips suffix) (Feature 084 Slice 2)
  • docs: Document Contracts and Shared projects in copilot-instructions.md §2, §3, §21; add AddDomain() DI extension for consistency with AddApplication()/AddInfrastructure() (Feature 084 Slice 4)
  • all: Decouple Client from Domain — create BudgetExperiment.Shared project, move 10 domain enums (BudgetScope, CategorySource, DescriptionMatchMode, ChatActionStatus, ChatActionType, ChatRole, AmountParseMode, ImportBatchStatus, ImportField, ImportRowStatus) to Shared; remove Client → Domain project reference; remove 13 domain namespace imports from Client; Client now depends only on Contracts → Shared (Feature 079)
  • all: Re-enable StyleCop analyzers — fix ~1,500+ violations across all 11 projects: company headers (BecauseImClever), member ordering (SA1201/SA1202/SA1203/SA1204), parameter formatting (SA1117/SA1118), XML doc completeness (SA1611/SA1615/SA1623/SA1629), using placement (SA1200/SA1210), file hygiene (SA1402/SA1507/SA1515/SA1518), arithmetic parentheses (SA1407); extract types to satisfy one-type-per-file rule; TreatWarningsAsErrors=true enforced (Feature 078)
  • domain: Organize domain interfaces — move IAutoRealizeService, ITransactionMatcher, IRecurringInstanceProjector, IRecurringTransferInstanceProjector from Repositories/ to Services/; move IUserContext from Repositories/ to Identity/; Repositories/ now contains only data access abstractions (Feature 077)
  • domain: Rename 17 value objects with Value suffix per §5 naming convention — GeoCoordinateValue, TransactionLocationValue, MatchingTolerancesValue, DailyTotalValue, ColumnMappingValue, SkipRowsSettingsValue, DebitCreditIndicatorSettingsValue, DuplicateDetectionSettingsValue, BillInfoValue, RecurrencePatternValue, RecurringInstanceInfoValue, RecurringTransferInstanceInfoValue, ImportPatternValue, PaycheckAllocationValue, PaycheckAllocationSummaryValue, PaycheckAllocationWarningValue, TransactionMatchResultValue (Feature 076)
  • application: Decompose RuleSuggestionService (857 → 260 lines) — extract RuleSuggestionResponseParser (~350 lines, AI JSON → domain objects), RuleSuggestionPromptBuilder (~115 lines, static prompt building), SuggestionAcceptanceHandler (~150 lines, accept/dismiss/feedback lifecycle) with IRuleSuggestionResponseParser and ISuggestionAcceptanceHandler interfaces (Feature 080 Phase 2)
  • application: Decompose NaturalLanguageParser (556 → 130 lines) — extract ChatActionParser (~450 lines, static response → ChatAction parsing); orchestrator now delegates all response parsing (Feature 080 Phase 2)
  • application: Decompose ReconciliationService (545 → 335 lines) — extract ReconciliationStatusBuilder (171 lines, period status reports), ReconciliationMatchActionHandler (208 lines, accept/reject/unlink/bulk/manual-link lifecycle) with IReconciliationStatusBuilder and IReconciliationMatchActionHandler interfaces (Feature 080 Phase 3)
  • application: Decompose ReportService (423 → 252 lines) — extract TrendReportBuilder (165 lines, monthly spending trends), LocationReportBuilder (118 lines, geographic spending grouping) with ITrendReportBuilder and ILocationReportBuilder interfaces (Feature 080 Phase 3)
  • application: Replace 51 hardcoded "USD" strings across 11 Application services with ICurrencyProvider — all monetary values now derive currency from user's PreferredCurrency setting (Feature 064)
  • application: Decompose ImportService (1,076 → 247 lines) — extract ImportRowProcessor (512 lines, CSV row parsing), ImportDuplicateDetector (112 lines), ImportPreviewEnricher (213 lines), ImportBatchManager (~140 lines, batch history/deletion), ImportTransactionCreator (~130 lines) with corresponding interfaces (Feature 080 Phases 1 & 5)
  • application: Decompose ChatService (397 → 286 lines) — extract ChatActionExecutor (~110 lines, action dispatch to domain services) with IChatActionExecutor interface; break down SendMessageAsync (56 → 25) and ConfirmActionAsync (66 → 14) (Feature 080 Phases 4 & 5)
  • application: Decompose CategorySuggestionService (366 → 309 lines) — extract CategorySuggestionDismissalHandler (~120 lines, dismiss/restore/clear lifecycle); break down AnalyzeTransactionsAsync (73 → 28) (Feature 080 Phases 4 & 5)
  • application: Extract RecurrencePatternFactory (~50 lines) — shared static factory for RecurringTransactionService (355 → 316) and RecurringTransferService (348 → 309) (Feature 080 Phase 5)
  • application: Extract LinkableInstanceFinder (~120 lines) from ReconciliationService (335 → 294 lines) — linkable instance projection and confidence (Feature 080 Phase 5)
  • domain: Decompose TransactionMatcher (372 → 256 lines) — extract DescriptionSimilarityCalculator (121 lines, description normalization, containment matching, Levenshtein distance); break down CalculateMatch (83 → 27), extract PassesHardFilters + CalculateOverallConfidence (Feature 080 Phases 4 & 6)
  • domain: Break down RecurringTransfer.Create (67 → 30 lines) — extract ValidateAccountIds, ValidateCommonFields, ValidateEndDate (Feature 080 Phase 4)
  • application: Document MerchantKnowledgeBase (369 lines) as exempt from ~300-line guideline — static data declarations, not logic (Feature 080 Phase 6)
  • contracts: Change MoneyDto.Currency default from "USD" to string.Empty — all callers now set currency explicitly via ICurrencyProvider (Feature 064)
  • contracts: Centralize family user identity values into FamilyUserDefaults — FamilyUserContext (Api) and NoAuthAuthenticationStateProvider (Client) now reference shared constants, eliminating cross-project duplication (Feature 083 Slice 7)

Testing

  • api: 7 unit tests for ExceptionHandlingMiddleware — ProblemDetails shape, traceId, Instance field, cancellation abort, DomainException 400/404 mapping (Feature 084 Slice 1)
  • application: Unit test for TransferService.ListAsync paged response with correct TotalCount, Page, PageSize, TotalPages (Feature 084 Slice 3)
  • api: Integration test for TransfersController.ListAsync — verifies X-Pagination-TotalCount header and TransferListPageResponse body shape (Feature 084 Slice 3)
  • e2e: Functional Playwright test suite — calendar navigation, transaction CRUD, account management, CSV import flow (Feature 062)
  • e2e: Local critical Playwright tests — 6 tests for transaction, account, and category creation flows with LocalCritical trait (Feature 068)
  • infrastructure: 4 integration tests for scope filtering isolation in TransactionRepository (Feature 065)
  • application: Regression test for CSV import double-skip bug (Feature 069)
  • application: 6 unit tests + 2 integration tests for AI JSON extraction (Feature 070)
  • application: 36 unit tests for RecurringTransactionService — covers all 12 public methods (CRUD, pause/resume, skip, import patterns), all frequency types, error paths; prerequisite for Feature 080 god service decomposition (Feature 080)
  • application: 42 unit tests for Phase 2 extracted components — 13 RuleSuggestionResponseParserTests, 9 SuggestionAcceptanceHandlerTests, 20 ChatActionParserTests; all 2,748 tests passing (Feature 080 Phase 2)
  • application: 35 unit tests for Phase 3 extracted components — 8 ReconciliationStatusBuilderTests, 11 ReconciliationMatchActionHandlerTests, 8 TrendReportBuilderTests, 8 LocationReportBuilderTests; all 2,783 tests passing (Feature 080 Phase 3)
  • application: 23 unit tests for Phase 5 extracted components — ChatActionExecutorTests, ImportBatchManagerTests, ImportTransactionCreatorTests, LinkableInstanceFinderTests, CategorySuggestionDismissalHandlerTests; all 2,809 tests passing (Feature 080 Phase 5)
  • domain: 16 unit tests for DescriptionSimilarityCalculator — similarity scoring, normalization, containment matching, punctuation handling, edge cases; all 2,826 tests passing (Feature 080 Phase 6)
  • client: Unit tests for donut chart segment filtering, sorting, and fallback color (Feature 067)
  • api: 10 API tests for optimistic concurrency — ETag returned on GET, valid/stale/missing If-Match on PUT/PATCH for Account (4 tests) and Transaction (6 tests) (Feature 082)
  • api: 12 API tests for secondary aggregate concurrency — ETag/If-Match for CategorizationRule (4 tests), CustomReportLayout (4 tests), and ImportMapping (4 tests) (Feature 082 Slice 6)

Documentation

  • docs: Consolidate features 061–070 into archive
  • docs: Consolidate features 071–080 into archive

[3.16.1] - 2026-02-22

Bug Fixes

  • application: Include initial balance in running balance when transaction list starts on account's InitialBalanceDate
  • tests: Make TransactionTableSortTests culture-agnostic — assert sort order by description instead of formatted currency strings to fix CI failures on Linux runners

Features

  • client: Sortable columns in transaction table — clickable headers for Date, Description, Amount, Balance with toggle ascending/descending and arrow indicators
  • client: Client-side pagination for transaction table — default page size 50, selectable 25/50/100, page navigation bar with item count display
  • client: Silent token refresh handling — TokenRefreshHandler DelegatingHandler intercepts 401 responses, attempts silent token refresh, retries original request on success
  • client: Graceful session expiry — toast notification via existing IToastService when silent refresh fails, with return URL preserved for re-authentication
  • client: Form data preservation on session expiry — IFormStateService/FormStateService with localStorage persistence, opt-in form registration, automatic save on token refresh failure

Accessibility

  • client: Keyboard navigation for sortable column headers (Enter/Space activation, tabindex, focus-visible outline)
  • client: ARIA attributes on sort headers (aria-sort) and pagination controls (aria-label, <nav> landmark)

Testing

  • application: Unit tests for running balance initial-balance boundary condition (4 tests)
  • client: bUnit tests for sortable column headers (14 tests)
  • client: bUnit tests for client-side pagination (20 tests)
  • client: Unit tests for TokenRefreshHandler (9 tests — 401 refresh, retry, concurrency, form state save, auth route skipping)
  • client: Unit tests for FormStateService (11 tests — save/restore/clear, multiple forms, error handling, duplicate keys)
  • e2e: Playwright E2E tests for session expiry scenarios (5 tests — toast on expiry, no duplicate toasts, form state preservation, re-authentication flow, valid session baseline)

Documentation

  • docs: Feature 071 — transaction list running balance bug, sorting & pagination
  • docs: Feature 054 — silent token refresh handling (complete)

[3.15.2] - 2026-02-15

Bug Fixes

  • application: Fix CSV import skip-rows double-skip bug — RowsToSkip was applied in both CsvParserService and ImportService, causing the first N data rows to be silently discarded

Testing

  • application: Add regression test for skip-rows double-skip bug (PreviewAsync_WithRowsToSkip_DoesNotDoubleSkipAlreadyParsedRows)
  • application: Update two existing skip-rows tests to assert correct (non-double-skip) behavior

Documentation

  • docs: Feature 069 — CSV import skip-rows double-skip bug fix

[3.15.1] - 2026-02-14

Bug Fixes

  • client: Fix modal stealing keyboard focus on every re-render, preventing typing in inputs

Testing

  • client: bUnit tests for Modal component (focus behavior, re-render regression, Escape/overlay close, sizing, accessibility)

[3.15.0] - 2026-02-14

Features

  • client: LineChart component for trend visualization with multi-series support, axes, grid, and reference lines
  • client: Shared chart primitives (ChartAxis, ChartGrid, ChartTooltip) for SVG charts
  • client: GroupedBarChart and StackedBarChart components for multi-series comparisons and composition views
  • client: AreaChart component with optional gradient fills
  • client: SparkLine, ProgressBar, and RadialGauge components for compact trend and progress visualization
  • api: CSV export endpoint for monthly category report
  • application: Export service infrastructure with CSV formatter
  • client: Export button download handling with loading state and error feedback
  • domain: Custom report layout entity and repository contract
  • infrastructure: EF Core configuration, DbSet, and repository for custom report layouts
  • application: Custom report layout service with scope-aware CRUD operations
  • api: Custom report layout CRUD endpoints (/api/v1/custom-reports)
  • client: Custom report builder page with widget palette, canvas, and placeholder widgets
  • client: Custom report layout CRUD methods in BudgetApiService
  • client: Reports index card for custom report builder
  • client: Custom report builder grid layout with drag/resize snapping and widget presets
  • client: Widget configuration panel with title editing and per-widget options
  • client: Report widget actions for selection, duplicate, and delete
  • client: BarChart click events for drill-down
  • client: Component showcase page for charts and exports

Bug Fixes

  • client: Fix Razor parser failure with escaped quotes in ReportCanvas interpolated strings
  • client: Fix @layout directive conflict in CustomReportBuilder by renaming variable
  • client: Fix AreaChart string parameter bindings missing @ prefix
  • client: Fix ExportDownloadService async disposal pattern
  • infra: Add missing Domain.Reports global using in Infrastructure and Application
  • api: Add missing XML doc param tag in ExportController
  • api: Fix invalid ChatActionType.Unknown enum reference in tests

Testing

  • client: bUnit tests for LineChart (empty state, paths, points, multi-series, ARIA)
  • client: bUnit tests for GroupedBarChart and StackedBarChart (empty state, rendering, legend, ARIA)
  • client: bUnit tests for AreaChart and large dataset rendering
  • client: bUnit tests for SparkLine, ProgressBar, and RadialGauge
  • api: ExportController integration test for CSV export
  • application: Export service unit tests for CSV formatter and routing
  • client: bUnit tests for ExportButton download flow
  • client: bUnit tests for BarChart click/colors, LineChart smooth interpolation, StackedBarChart segment heights, ProgressBar thresholds, and RadialGauge dash offsets
  • client: bUnit tests for report builder components (ReportWidget, WidgetConfigPanel)
  • api: Export controller auth tests for CSV endpoints
  • e2e: Report chart interaction tests (tooltips, drill-down)
  • e2e: Report export flow test for CSV download
  • e2e: Custom report builder tests for drag/select and save/reload
  • e2e: Accessibility coverage expanded to report pages
  • client: Fix missing IBudgetApiService stub methods and service registrations in test classes
  • client: Fix ThemeService IAsyncDisposable handling with IAsyncLifetime in bUnit tests

Documentation

  • docs: Update Feature 053 spec for custom report builder layout, endpoints, and Phase 7 status
  • docs: Feature 053 updates for grid layout, presets, tests, and deferred items
  • docs: Chart component standards added to component guidelines
  • docs: Feature 053.1 — build and test fix catalog for features 051–053
  • readme: Reports and component showcase documentation updates

[3.14.1] - 2026-02-08

Bug Fixes

  • client: Consolidate donut chart styling across Calendar and Reports pages — align StrokeWidth, currency, fallback color, and segment filtering

Testing

  • client: 2 bUnit tests for CalendarInsightsPanel chart segment filtering (zero-amount exclusion, descending sort order)

Documentation

  • docs: Feature 067 spec — consolidate donut chart styling across pages

[3.14.0] - 2026-02-08

Features

  • client: DateRangePicker component with quick presets (This Month, Last Month, Last 7/30 Days, Custom)
  • client: BarChart component — pure SVG grouped bar chart with legend, tooltips, and ARIA labels
  • client: MonthlyTrendsReport page (/reports/trends) with month count selector, category filter, bar chart, summary card, and data table
  • client: Enhanced MonthlyCategoriesReport with DateRangePicker, URL query params, and flexible date range support
  • client: Activate Monthly Trends card on ReportsIndex as live link
  • client: Add GetCategoryReportByRangeAsync and GetSpendingTrendsAsync to BudgetApiService
  • client: BudgetComparisonReport page (/reports/budget-comparison) with grouped BarChart, data table, summary card, month navigation, and ScopeService subscription
  • client: Enable Budget vs. Actual card on ReportsIndex as live link
  • client: CalendarInsightsPanel — collapsible monthly analytics panel on calendar page with income/spending/net, top categories, mini DonutChart, and TrendIndicator (% change vs. previous month)
  • client: TrendIndicator component for color-coded percentage changes with InvertColors support
  • client: DaySummary component — day-level analytics (income, spending, net, top categories) integrated into DayDetail panel
  • client: Add "View Reports" button to Calendar header for calendar-to-reports navigation with month context
  • client: Add GetDaySummaryAsync to IBudgetApiService and BudgetApiService
  • client: WeekSummary component — week-level analytics panel with income/spending/net, daily average, and daily breakdown
  • client: CalendarGrid week row selection — week-number buttons (W1–W6) with visual highlight and aria-pressed
  • api: Enhanced ReportsController XML docs with <remarks> examples for Scalar/OpenAPI documentation

Bug Fixes

  • client: Fix "Back to Calendar" links on MonthlyCategoriesReport and BudgetComparisonReport to preserve report month context instead of always navigating to the current month

Testing

  • client: 13 bUnit tests for DateRangePicker (presets, date inputs, validation, sizing)
  • client: 10 bUnit tests for BarChart (empty state, grouped bars, legend, ARIA labels, colors)
  • client: 16 bUnit tests for BudgetComparisonReport (summary, chart, data table, navigation, empty states, error handling)
  • client: 15 bUnit tests for CalendarInsightsPanel (collapsed/expanded state, data loading, trend indicators, categories)
  • client: 11 bUnit tests for TrendIndicator (positive/negative/zero trends, InvertColors, formatting)
  • client: 11 bUnit tests for DaySummary (income/spending/net display, categories, empty state, null response, accessibility)
  • client: 15 bUnit tests for WeekSummary (visibility, income/spending, net, daily breakdown, date range, accessibility, today highlight, daily average)
  • client: 8 bUnit tests for CalendarGrid week selection (week click events, visual highlight, aria-pressed, header cells, aria labels)
  • e2e: 10 Playwright tests for report navigation (page loads, URL params, calendar→reports flow, console errors, accessibility audits)
  • e2e: 2 navigation tests for MonthlyTrends and BudgetComparison pages

Documentation

  • docs: Feature 050 spec updated to All 6 Phases Complete with implementation notes
  • readme: Enhanced reports description with date range filtering, week summaries, and quick insights

[3.13.0] - 2026-02-07

Features

  • client: Mobile-optimized calendar experience with swipe navigation and week view (Feature 047)
  • client: SwipeContainer component with JS interop for horizontal swipe gesture detection
  • client: CalendarWeekView component with 7-day grid, navigation, and overflow support
  • client: CalendarViewToggle component (Month/Week) with localStorage persistence
  • client: Floating Action Button (FAB) with speed dial for Quick Add and AI Assistant
  • client: QuickAddForm component with touch-optimized inputs (48px min-height, native keyboards)
  • client: BottomSheet component for mobile modal presentation with swipe-to-dismiss
  • client: MobileChatSheet component for AI Assistant in bottom-sheet presentation
  • client: ToastContainer and ToastService for app-wide toast notifications with auto-dismiss
  • client: Accessible theme with WCAG 2.0 AA high-contrast colors (Feature 046)
  • client: Auto-detect Windows High Contrast Mode and prefers-contrast settings
  • client: Calendar-first budget editing with inline goal management (Feature 048)
  • client: CalendarBudgetPanel component - collapsible month summary with category list
  • client: CalendarBudgetCategoryRow component - category row with progress bar and edit actions
  • client: BudgetGoalModal component - create/edit/delete budget goals
  • api: POST /api/v1/budgets/copy endpoint to copy goals between months

Bug Fixes

  • client: Fix CalendarBudgetCategoryRow rendering category icons as raw text instead of SVG
  • client: Add 14 missing SVG icon paths to Icon.razor (cart, car, bolt, film, utensils, heart, etc.)
  • client: Fix CSS class mismatch in CalendarBudgetCategoryRow (category-row → budget-category-row)
  • client: Fix category icons rendering at 40px instead of 16px due to global CSS override
  • client: Fix budget panel defaulting to expanded, pushing calendar below viewport fold
  • client: Fix budget panel two-tone color when collapsed (panel-header → budget-panel-header alignment)
  • client: Add button reset styles (width: 100%, border: none) to budget panel header

Accessibility

  • client: Skip-link for keyboard users to bypass navigation
  • client: ARIA landmarks on MainLayout (banner, navigation, main)
  • client: Modal component with role="dialog", aria-modal, Escape key close
  • client: NavMenu with semantic list structure and aria-expanded/aria-controls
  • client: WCAG 2.5.5 touch target compliance (44px minimum) for all mobile interactive elements
  • e2e: Add axe-core accessibility tests for all major pages (14 tests)
  • e2e: Add mobile accessibility tests for FAB, BottomSheet, Week View, and AI Chat

Documentation

  • docs: Feature 047 mobile experience technical design and implementation plan
  • docs: ACCESSIBILITY.md guide with WCAG requirements, testing checklists
  • docs: THEMING.md updated with Accessible theme and auto-detection details

Testing

  • client: Add bUnit tests for SwipeContainer, ToastContainer, QuickAddForm, CalendarViewToggle, CalendarWeekView, MobileChatSheet
  • client: Add ToastService unit tests (10 tests)
  • client: Add 35 bUnit tests for budget panel components
  • e2e: Add mobile E2E tests: FAB, Quick Add, Calendar, Week View, AI Chat, Orientation, Touch Targets
  • api: Add 7 integration tests for copy goals endpoint
  • application: Add 4 unit tests for CopyGoalsAsync service method

[3.12.0] - 2026-02-01

Features

  • client: Button component with variant/size support, loading states, and icon slots (Feature 045)
  • client: Badge component for status indicators with 5 variants
  • client: Card component with header/body/footer sections
  • client: EmptyState component for consistent empty list displays
  • client: FormField component for standardized form labels, help text, and validation

Refactoring

  • client: Migrate 15 pages from raw <button> to <Button> component
  • client: Migrate 13 form components to use FormField and Button components
  • client: Standardize button variants: Primary, Secondary, Success, Danger, Warning, Ghost, Outline

Documentation

  • client: Component catalog in Components/README.md with API docs
  • client: CSS dependencies documentation for all Tier 1 components
  • client: Migration guide for Button, FormField, and EmptyState patterns
  • docs: COMPONENT-STANDARDS.md for naming conventions and patterns

Testing

  • client: Add 87 bUnit tests for new components (Button: 20, Badge: 13, Card: 11, EmptyState: 11, FormField: 14)

[3.11.0] - 2026-02-01

Features

  • client: Uncategorized Transactions page with bulk categorize functionality (Feature 040)
  • api: GET /api/v1/transactions/uncategorized endpoint with filtering, sorting, paging
  • api: POST /api/v1/transactions/bulk-categorize endpoint for bulk category assignment
  • client: Zero-flash authentication flow - no more "Checking authentication" or "Redirecting to login" flashes (Feature 052)
  • client: AuthInitializer component resolves auth state before rendering any UI
  • client: Branded loading overlay in index.html with theme support and reduced-motion
  • client: Preload hints for critical CSS/JS assets (app.css, blazor.webassembly.js)
  • client: New themes: Windows 95, macOS, GeoCities, Crayon Box
  • client: ThemedIconRegistry for theme-specific icon customization

Documentation

  • docs: Add THEMING.md guide for creating and customizing themes
  • docs: Add Feature 059 - Performance E2E Tests (deferred from 052)
  • docs: Add Feature 054 - Silent Token Refresh (deferred from 052, reprioritized from 060)

Refactoring

  • client: Simplify MainLayout by removing redundant AuthorizeView wrapper
  • client: Remove unused Bootstrap library (~1MB savings)

[3.10.1] - 2026-02-01

Documentation

  • license: Add THIRD-PARTY-LICENSES.md with Lucide Icons ISC license attribution
  • client: Add license reference comments to Icon.razor component

[3.10.0] - 2026-02-01

Features

  • client: Consolidate AI features in UI with centralized availability service (Feature 043)
  • client: Three-state AI availability model: Disabled, Unavailable, Available
  • client: Grouped AI navigation under expandable "AI Tools" section
  • client: Warning indicators when AI is enabled but Ollama unavailable
  • client: AI Assistant button conditional visibility with warning badge
  • client: AiAvailabilityService with cached status and StatusChanged events

CI/CD

  • ci: Optimize CI/CD pipeline with parallel matrix Docker builds (Feature 042)
  • ci: Add build-and-test job running 1623 tests with NuGet caching
  • ci: Add Dockerfile.prebuilt for pre-compiled artifact Docker builds
  • ci: Use native ubuntu-24.04-arm runner for arm64 builds (no QEMU)
  • ci: Parallel amd64/arm64 Docker builds with manifest merge
  • ci: Tag strategy: preview on main branch, latest only on releases
  • ci: Auto-cancel in-progress workflows on new pushes
  • ci: TRX test result reporting with dorny/test-reporter

[3.8.5] - 2026-01-31

Bug Fixes

  • calendar: Fix initial balance not appearing when account starts within calendar grid (Feature 057)
  • calendar: Accounts with InitialBalanceDate on/after grid start now correctly show initial balance on their start date
  • calendar: Days before an account's InitialBalanceDate correctly show $0 for that account
  • balance: Add GetOpeningBalanceForDateAsync for calendar opening balance calculation
  • balance: Add GetInitialBalancesByDateRangeAsync to handle accounts starting within visible grid

[3.8.4] - 2026-01-26

Bug Fixes

  • reconciliation: Align client status request parameters with API (year/month)

[3.8.3] - 2026-01-25

Bug Fixes

  • import: Fix "Account ID is required" error during CSV import preview
  • import: CreatePreviewTransaction now uses valid GUID for temporary transaction matching

[3.8.2] - 2026-01-23

Bug Fixes

  • versioning: Fix Docker builds showing 0.0.0-preview instead of actual version
  • ci: Add MinVer CLI to GitHub Actions workflow to calculate version before Docker build
  • ci: Fetch full git history in CI for accurate version calculation from tags
  • docker: Pass VERSION build argument to override MinVer during container builds

[3.8.0] - 2026-01-21

Features

  • suggestions: AI-Powered Category Suggestions system (Feature 032)
  • suggestions: Analyze uncategorized transactions to suggest new budget categories
  • suggestions: Merchant knowledge base with 100+ default merchant-to-category mappings
  • suggestions: Accept/dismiss suggestions with optional category customization
  • suggestions: Bulk accept multiple category suggestions at once
  • suggestions: Auto-create categorization rules when accepting suggestions
  • suggestions: Learning system records manual categorizations for future suggestions
  • suggestions: CategorySuggestionsPage with card layout and modal dialogs
  • api: Category suggestion REST endpoints (analyze, accept, dismiss, bulk-accept, preview-rules)
  • api: Merchant mappings endpoints for managing learned patterns

[3.7.0] - 2026-01-21

Features

  • navigation: Navigation Reorganization & UX Improvements (Feature 031)
  • navigation: SessionStorage persistence for Reports/Accounts expand/collapse states
  • navigation: Collapsible Accounts section with chevron indicator
  • navigation: Improved link naming (Recurring Bills, Auto-Transfers, Auto-Categorize, Smart Insights)
  • navigation: AI Settings consolidated into Settings page as AI tab
  • navigation: Fixed sidebar layout with independent content scrolling
  • navigation: LocalStorage persistence for sidebar collapsed state
  • navigation: Tooltips on nav items in collapsed mode
  • import: CSV Import Enhancements - Skip Rows & Debit/Credit Indicators (Feature 030)
  • import: Skip rows setting to handle bank metadata rows before transaction data
  • import: Debit/Credit indicator column support with configurable indicator values
  • import: New AmountParseMode.IndicatorColumn for single amount with separate indicator
  • import: SkipRowsSettings and DebitCreditIndicatorSettings domain value objects
  • import: SkipRowsInput and IndicatorSettingsEditor UI components
  • import: Saved mapping templates now include skip rows and indicator settings

[3.6.0] - 2026-01-20

Features

  • reports: Reports Dashboard with monthly category spending analysis (Feature 029)
  • reports: Pure SVG DonutChart component with interactive segments and hover tooltips
  • reports: Monthly Categories Report page with spending breakdown and navigation
  • reports: Reports landing page with cards for available and upcoming reports
  • reports: Collapsible Reports section in navigation menu
  • api: GET /api/v1/reports/categories/monthly endpoint for category spending data

[3.5.0] - 2026-01-20

Features

  • reconciliation: Recurring Transaction Reconciliation system (Feature 028)
  • reconciliation: Automatic matching of imported transactions to recurring instances
  • reconciliation: Confidence scoring with High/Medium/Low match quality levels
  • reconciliation: Reconciliation dashboard showing matched, pending, and missing instances
  • reconciliation: Match review modal with accept/reject actions
  • reconciliation: Manual match dialog for linking unlinked transactions
  • reconciliation: Tolerance settings panel with strict/moderate/loose presets
  • reconciliation: Import preview enhancement showing recurring match suggestions
  • reconciliation: Variance tracking for amount differences between expected and actual
  • api: Reconciliation REST endpoints for matches, status, and tolerances
  • infra: Persistence layer for reconciliation matches and settings

[3.4.0] - 2026-01-19

Features

  • chat: AI Chat Assistant for natural language transaction entry (Feature 026)
  • chat: Create transactions, transfers, and recurring items via conversational commands
  • chat: VS Code-style side panel that shrinks main content when open
  • chat: Page context awareness - automatically detects current account/page
  • chat: Action preview cards with confirm/cancel before execution
  • chat: Persisted chat sessions with history

[3.3.0] - 2026-01-19

Features

  • import: Intelligent CSV import system for bank transaction data (Feature 027)
  • import: User-defined column mappings with source presets
  • import: Support for multiple date and amount formats
  • import: Import preview with validation and duplicate detection
  • import: Saved mapping configurations per import source
  • import: Integration with auto-categorization rules engine

[3.2.0] - 2026-01-18

Features

  • ai: AI-powered rule suggestions using local Ollama models (Feature 025)
  • ai: Pattern analysis for uncategorized transactions
  • ai: Rule optimization recommendations
  • ai: Configurable Ollama endpoint and model selection
  • e2e: Playwright end-to-end test framework (Feature 024.4)
  • e2e: Page object model for maintainable UI tests
  • e2e: Smoke tests for application accessibility
  • e2e: Navigation tests for all main pages
  • e2e: Account management tests (CRUD operations)
  • e2e: Budget page tests with month navigation

[3.1.0] - 2026-01-17

Features

  • rules: Auto-categorization rules engine with pattern matching (Feature 024)
  • rules: Rule management UI with create, edit, delete, and reorder
  • rules: Bulk categorization of existing transactions by rule
  • rules: Rule testing interface to preview matches before applying
  • api: Categorization rules REST endpoints with priority ordering
  • app: Automatic category assignment on transaction creation

Bug Fixes

  • auth: Handle Authentik 64-char hex sub claim format for user identification
  • ui: Display category names instead of GUIDs in transaction lists
  • api: Add CategoryName to transaction list API response for calendar view

Miscellaneous

  • docs: Remove references to FluentUI-Blazor components
  • client: Implement IDisposable for scope change handlers

[3.0.0] - 2026-01-17

Features

  • auth: Authentik OIDC integration for multi-user authentication
  • auth: Personal and shared budget scopes with X-Budget-Scope header
  • auth: User context service for accessing authenticated user info
  • api: JWT Bearer authentication with configurable Authentik options
  • client: OIDC authentication with PKCE flow in Blazor WASM
  • client: User profile component with login/logout functionality
  • infra: Multi-user data isolation with UserId on transactions, accounts, and recurring items
  • version: Semantic versioning with MinVer from Git tags
  • version: Automated GitHub Releases with changelog generation
  • version: Runtime version endpoint at /api/version
  • version: Version display in client UI footer

Miscellaneous

  • ci: Added release workflow for automated GitHub Releases
  • ci: Configured git-cliff for conventional commit changelog

[2.0.0] - 2026-01-10

Features

  • categories: Budget category management with CRUD operations
  • goals: Budget goal creation with monthly/yearly targets
  • goals: Budget progress tracking against spending goals
  • api: Category and goal REST API endpoints
  • client: Category management UI with create/edit/delete
  • client: Goal setting interface with progress visualization
  • client: Budget progress cards on dashboard

[1.0.0] - 2025-12-15

Features

  • accounts: Multi-account support with running balances
  • transactions: Transaction management with CRUD operations
  • transactions: Transaction import from CSV (Bank of America, Capital One, UHCU formats)
  • recurring: Recurring transactions with auto-realization
  • recurring: Recurring transfers between accounts
  • transfers: Internal transfer support between accounts
  • calendar: Interactive calendar view with daily transaction summaries
  • calendar: Day detail modal with transaction list
  • settings: Application settings management
  • settings: Allocation warning thresholds
  • client: Blazor WebAssembly UI with custom design system
  • client: Dark/light theme support with system preference detection
  • client: Responsive layout with collapsible navigation
  • api: RESTful API with OpenAPI documentation
  • api: Scalar API reference UI
  • infra: PostgreSQL database with EF Core
  • infra: Docker multi-architecture builds (amd64, arm64)
  • infra: Automated CI/CD with GitHub Actions
  • health: Health check endpoints for liveness and readiness