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- [ ] #57 Refactor and style UI templates - [ ] #58 Create dashboard: budget + alerts - [ ] #59 Docker production environment setup - [ ] #60 Configure automated Plaid sync job - [ ] #61 Deploy Cloudflare remote tunnel - [ ] #62 Admin toggle UI for system config - [ ] #63 End-to-end QA workflow validation - [ ] #64 Deployment + operations manual - [ ] #68 Create system_config table for admin-controlled flags - [ ] #79 Add role-based access control (RBAC) - [ ] #83 Build health_check.py to verify system readiness
No due date•0/11 issues closed- [ ] #49 CLI: CSV import by account - [ ] #50 Auto-detect institution format - [ ] #51 CLI: Vendor pattern manager - [ ] #52 Admin reprocessing UI - [ ] #53 Regex match debugger - [ ] #54 CLI action audit logging - [ ] #55 File import + upload status tracker - [ ] #56 Document CLI utilities and admin workflows - [ ] #77 Refactor ETL loaders into modular classes by institution - [ ] #78 Create CLI tools for vendor approvals and report generation
No due date•0/13 issues closed- [ ] #41 Monthly budget vs. actual report - [ ] #42 Add filters: category, label, person, type - [ ] #43 Savings accumulation report - [ ] #44 Per-person expense summary - [ ] #45 Transaction drill-down from reports - [ ] #46 Export reports to CSV/HTML - [ ] #47 Schedule recurring monthly reports - [ ] #48 Document all standard reports - [ ] #69 Optional Slack/email notification system for budget alerts - [ ] #73 Add inter-account transfer detection and linking logic - [ ] #80 Add optional Jupyter notebook container for ad hoc reporting
No due date•0/11 issues closed- [ ] #33 Add business expense tagging - [ ] #34 Build UI for tagging reimbursable items - [ ] #35 Generate reimbursement report - [ ] #36 Create savings-based budget system - [ ] #37 Add savings account tracking - [ ] #38 Reconcile savings categories to account balances - [ ] #39 Visualize budgeted vs. actual savings - [ ] #40 Document business + savings tagging logic
No due date•0/8 issues closed- [ ] #25 Build unmatched vendor queue backend - [ ] #26 Create Flask route for review interface - [ ] #27 Add review UI for vendor and category suggestions - [ ] #28 Create approval flow for vendor_patterns - [ ] #29 Reprocess affected transactions - [ ] #30 Auto-suggestion engine for vendor matching (future ML) - [ ] #31 Track review history and audit log - [ ] #32 Document vendor review and approval process - [ ] #67 Stub ML vendor classifier for training and feedback loop - [ ] #71 Add full transaction_audit_log for lifecycle tracking
No due date•0/11 issues closed- [ ] #17 Create `budget_entries` schema - [ ] #18 Build budget entry UI - [ ] #19 Implement budget rollover and cloning logic - [ ] #20 Compare actuals vs. budgets - [ ] #21 Support versioning and override tracking - [ ] #22 Add savings health and deviation reporting - [ ] #23 Create person-aware budget views - [ ] #24 Document budgeting model and assumptions - [ ] #66 Build person tag manager UI with add/edit support - [ ] #72 Enable category locking and archival
No due date•0/11 issues closed## Phase 2 – Vendor Dictionary + Manual Categorization - [ ] #9 Create `vendors` and `vendor_patterns` tables - [ ] #10 Implement regex-based vendor matching - [ ] #11 Build unmatched vendor queue UI - [ ] #12 Allow vendor approval and auto-update to dictionary - [ ] #13 Add category-level editing and override capability - [ ] #14 Log vendor version history and pattern changes - [ ] #15 Add label and comment fields - [ ] #16 Add filters in UI: unmatched, vendor, label, person - [ ] #65 Create account_formats table and format pipeline mapping. - [ ] #70 Support regex pattern scope resolution across institutions - [ ] #84 Version and track vendor dictionary changes over time
No due date•0/11 issues closed- [ ] #1 Initialize Docker Compose for PostgreSQL + Flask - [ ] #2 Define and Apply Initial Database Schema - [ ] #3 Implement Plaid API Integration for Wells Fargo - [ ] #4 Normalize Plaid Transactions to Internal Schema - [ ] #5 Store Access Tokens and Link Accounts - [ ] #6 Build Command-Line ETL Script - [ ] #7 Test Plaid to DB Workflow End-to-End - [ ] #8 Add Documentation for Setup + Plaid Integration - [ ] #74 Introduce migration toolchain for schema evolution - [ ] #75 Create fixture generator for mock data - [ ] #76 Build meta setup script for Docker, migration, and test bootstrap - [ ] #81 Standardize Git branch flow: dev/main with feature branches - [ ] #82 Implement pre-commit hooks (black, flake8, isort)
No due date•3/19 issues closed