-
f187b741a2
fix(mcp): set config base path so appsettings.json is found regardless of working directory
master
aj
2026-04-20 22:55:38 -04:00
-
274569bd79
refactor(mcp): rewrite all tools to use MoneyMapApiClient instead of direct DB access
aj
2026-04-20 20:40:23 -04:00
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4bee73ba26
refactor(mcp): remove Core dependency, switch to HttpClient-based architecture
aj
2026-04-20 20:37:45 -04:00
-
6c4f4bea7f
feat(mcp): add MoneyMapApiClient typed HttpClient for API communication
aj
2026-04-20 20:37:36 -04:00
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db1d96476b
feat(api): add DashboardController with overview and monthly-trend endpoints
aj
2026-04-20 20:35:57 -04:00
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51d6aee434
feat(api): add AccountsController with accounts and cards list endpoints
aj
2026-04-20 20:35:53 -04:00
-
c34ea74459
feat(api): add MerchantsController with list and merge endpoints
aj
2026-04-20 20:35:49 -04:00
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9dc1a9064d
feat(api): add ReceiptsController with list, detail, image, and text endpoints
aj
2026-04-20 20:35:06 -04:00
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5b4a673f9d
feat(api): add CategoriesController with list, mappings, and add-mapping endpoints
aj
2026-04-20 20:34:36 -04:00
-
004f99c2b4
feat(api): add BudgetsController with status, create, update endpoints
aj
2026-04-20 20:34:07 -04:00
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e773a0f218
feat(api): add TransactionsController with search, detail, category, and summary endpoints
aj
2026-04-20 20:33:02 -04:00
-
ccedea6e67
feat(api): add Health and Audit controllers
aj
2026-04-20 20:32:12 -04:00
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768b5e015e
feat(api): add controller infrastructure, Swagger, remove inline /api/audit
aj
2026-04-20 20:30:49 -04:00
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2a75c9550e
chore: add docs/superpowers, .playwright-mcp, settings.local.json to gitignore
aj
2026-04-20 19:45:13 -04:00
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7b2d6203df
fix: update Dockerfile for multi-project solution structure
aj
2026-04-20 19:42:01 -04:00
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cbc46314db
feat(mcp): implement all MCP tools (transactions, budgets, categories, receipts, merchants, accounts, dashboard)
aj
2026-04-20 18:27:09 -04:00
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f54c5ed54d
feat: add MoneyMap.Mcp project skeleton with stdio transport
aj
2026-04-20 18:21:47 -04:00
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62fa1d5c4c
refactor: consolidate service registration into AddMoneyMapCore extension
aj
2026-04-20 18:20:23 -04:00
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d63ded45e1
refactor: abstract IWebHostEnvironment to IReceiptStorageOptions
aj
2026-04-20 18:19:31 -04:00
-
3b01efd8a6
refactor: move services and AITools to MoneyMap.Core
aj
2026-04-20 18:18:20 -04:00
-
3deca29f05
refactor: extract Models and Data into MoneyMap.Core shared library
aj
2026-04-20 18:16:33 -04:00
-
d831991ad0
Add implementation plan for MoneyMap MCP server
aj
2026-04-20 16:25:25 -04:00
-
dcb57c5cf6
Add design spec for MoneyMap MCP server
aj
2026-04-20 16:17:54 -04:00
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aa82ee542c
Fix: add libman restore to Dockerfile for client-side libraries
aj
2026-03-01 17:31:03 -05:00
-
2f3047d432
Hide spending by category when only one category exists
aj
2026-02-26 20:17:19 -05:00
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7725bdb159
Improve: Move select-all checkbox into table header row
aj
2026-02-26 18:42:55 -05:00
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59b8adc2d8
Improve: Restyle UI with modern fintech light theme
aj
2026-02-26 18:40:30 -05:00
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f4ab4c4e7d
Config: change Kestrel listen port to 5010 to avoid conflicts
aj
2026-02-25 15:48:32 -05:00
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a7c304ccb5
Config: Switch receipt parsing to Qwen3-VL-Thinking model
aj
2026-02-22 16:06:18 -05:00
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f622912f2e
Improve: Support reasoning models in AI vision pipeline
aj
2026-02-22 16:04:29 -05:00
-
299ea3d4fe
Cleanup: Remove unused Privacy page
aj
2026-02-15 21:41:01 -05:00
-
b5f46a7646
Cleanup: Remove redundant AI categorization pages
aj
2026-02-15 20:02:50 -05:00
-
4be5658d32
Improve: Overhaul navigation with grouped dropdowns, breadcrumbs, and quick-actions
aj
2026-02-15 19:41:56 -05:00
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324ab2c627
Fix: ViewReceipt parse button now uses parse queue instead of direct parsing
aj
2026-02-15 19:26:40 -05:00
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e6512f9b7f
Docs: Update ARCHITECTURE.md for tool-use, parse queue, and bulk upload
aj
2026-02-15 19:14:35 -05:00
-
516546b345
Config: Update storage path, port, and AI model defaults
aj
2026-02-15 19:14:31 -05:00
-
2be9990dbc
Improve: Default transaction date filter and LLM response viewer
aj
2026-02-15 19:14:27 -05:00
-
c3e88df43c
Improve: Recategorize page error display and provider detection
aj
2026-02-15 19:14:23 -05:00
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444035fd72
Refactor: AICategorizePreview with tabbed proposals and rule status
aj
2026-02-15 19:14:19 -05:00
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6e3589f7da
Improve: AI categorizer with rule matching and unified model routing
aj
2026-02-15 19:14:14 -05:00
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5eb27319e1
Feature: Receipt queue dashboard and multi-file upload UI
aj
2026-02-15 19:14:09 -05:00
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705f4ea201
Feature: Receipt parse queue with background worker
aj
2026-02-15 19:14:05 -05:00
-
16c8d121d4
Feature: Add ReceiptParseStatus enum and migration
aj
2026-02-15 19:14:00 -05:00
-
396d5cfc1d
Feature: Database-aware receipt parsing with tool-use and enriched prompts
aj
2026-02-15 19:13:56 -05:00
-
167b7c2ec1
Feature: Add tool-use support to AI vision clients
aj
2026-02-15 19:13:51 -05:00
-
5c0f0f3fca
Feature: Add AI tool-use framework for database-aware receipt parsing
aj
2026-02-15 19:13:47 -05:00
-
865195ad16
Feature: Save AI parsing notes with receipt
aj
2026-01-18 20:49:31 -05:00
-
c5fad34658
Feature: Add Settings page with centralized AI model configuration
aj
2026-01-17 18:06:02 -05:00
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29d26b4771
Refactor: Consolidate AI endpoint config to AI:ModelsEndpoint
aj
2026-01-15 23:41:05 -05:00
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38b7d8a9ca
Feature: Add dynamic model selection to ViewReceipt page
aj
2026-01-15 22:53:40 -05:00
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fc4855bd1a
Refactor: Use session-based TempData provider
aj
2026-01-15 22:53:28 -05:00
-
9fbbeca1e6
Feature: Add AI-Powered Categorization section to Recategorize page
aj
2026-01-15 22:53:16 -05:00
-
f72c32c52f
Feature: Add transaction multi-select for batch AI review
aj
2026-01-15 22:53:05 -05:00
-
c43fe12124
Feature: Add LlamaCpp provider support to TransactionAICategorizer
aj
2026-01-15 22:52:54 -05:00
-
cba20f20fc
Feature: Add LlamaCpp model discovery API
aj
2026-01-15 22:52:41 -05:00
-
b5406106ec
Feature: Add AICategorizePreview page for AI transaction categorization
aj
2026-01-15 22:52:30 -05:00
-
954af2f952
Chore: Rename docker-build-and-push.cmd to docker-publish.cmd
aj
2026-01-11 16:54:38 -05:00
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541bbf01af
Refactor: Simplify receipt storage path handling
aj
2026-01-11 16:54:27 -05:00
-
de5ee33a77
Feature: Add ReviewReceipts page for receipt-to-transaction mapping
aj
2026-01-11 16:54:15 -05:00
-
f3b847cc68
Feature: Enhanced receipt auto-mapping with weighted scoring
aj
2026-01-11 16:54:03 -05:00
-
dc56021a77
Feature: Add local LLM vision clients (llama.cpp and Ollama)
aj
2026-01-11 16:53:51 -05:00
-
2c74e5e403
Docs: Document Financial Audit API in ARCHITECTURE.md
aj
2025-12-18 20:08:19 -05:00
-
3ce91f4c07
Feature: Add Financial Audit API for AI analysis
aj
2025-12-18 20:07:29 -05:00
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a3ca358e9a
UI: Use dark text on yellow budget progress bars
aj
2025-12-10 22:59:00 -05:00
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3184545270
Fix: Add required attribute to pattern fields in CategoryMappings
aj
2025-12-10 22:24:17 -05:00
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33a664a3e1
Feature: Add budget tracking with period-based spending limits
aj
2025-12-10 22:24:01 -05:00
-
f5cfd982cd
UI: Replace cash flow bar chart with running balance line
aj
2025-12-05 22:05:09 -05:00
-
55e758a42a
UI: Add dark theme using Bootstrap 5 dark mode
aj
2025-12-05 21:51:23 -05:00
-
65601c1fcb
Chore: Improve Docker deployment configuration
aj
2025-12-05 21:33:17 -05:00
-
a5435b1549
Config: Set default culture to en-US for currency formatting
aj
2025-12-05 21:33:11 -05:00
-
7b0853b74c
Feature: Add pagination to Receipts page
aj
2025-12-05 21:33:05 -05:00
-
101a340d8c
Chore: Add Docker containerization support
aj
2025-12-03 22:01:03 -05:00
-
3a817e0f3f
UI: Convert receipt upload panel to modal dialog
aj
2025-12-03 22:00:55 -05:00
-
36a044da4f
Feature: Add category pie chart and case-insensitive search
aj
2025-11-24 21:12:13 -05:00
-
f42d5e87f9
Config: Update Program.cs with new service registrations
aj
2025-11-24 21:12:04 -05:00
-
9f64c7784a
Refactor: Extract AI vision clients from AIReceiptParser
aj
2025-11-24 21:11:56 -05:00
-
ea7b2c2a3c
Refactor: Extract dashboard services from Index page
aj
2025-11-24 21:11:48 -05:00
-
2ceb3a7b57
Refactor: Extract import services from Upload page
aj
2025-11-24 21:11:39 -05:00
-
a30e6ff089
Refactor: Extract CategoryMapping model and add caching
aj
2025-11-24 21:11:29 -05:00
-
625314d167
Refactor: Add structured error logging to TransactionAICategorizer
aj
2025-11-24 21:11:21 -05:00
-
d9e883a9f3
Security: Add MIME type validation and logging to ReceiptManager
aj
2025-11-24 21:11:13 -05:00
-
1de3920db4
Perf: Add composite database indexes for common queries
aj
2025-11-24 21:11:05 -05:00
-
53c674c6e0
Perf: Fix N+1 queries in entity services
aj
2025-11-24 21:10:56 -05:00
-
a85de793d7
Feature: disable preview button until CSV file is selected
aj
2025-11-16 12:07:17 -05:00
-
e0638039d8
Feature: order upload transaction preview by date descending
aj
2025-11-16 11:54:13 -05:00
-
51c2ce2965
Config: exclude receipts folder from compilation
aj
2025-11-16 11:54:07 -05:00
-
0a15d09db4
Refactor: separate JavaScript from HTML into external files
aj
2025-11-16 11:54:00 -05:00
-
1c28d9cc88
Refactor: remove unnecessary using directives
aj
2025-11-16 11:53:50 -05:00
-
22c60602df
Fix: make Receipt property nullable in ViewReceiptModel
aj
2025-11-16 11:53:42 -05:00
-
f9cf709206
Fix: remove unnecessary async from OnPostRejectProposalAsync methods
aj
2025-11-16 11:53:36 -05:00
-
ea14466f57
Fix: add null checks in AIReceiptParser to prevent null reference warnings
aj
2025-11-16 11:53:28 -05:00
-
56089cc437
Fix: improve EditTransaction form handling and validation
aj
2025-10-26 01:59:50 -04:00
-
4bd89a0ab5
Config: add dotnet test permissions to Claude Code settings
aj
2025-10-26 00:01:41 -04:00
-
af4a638b81
Test: add comprehensive unit test project for services
aj
2025-10-26 00:01:28 -04:00
-
f8bb5d5a82
Feature: add ability to unmap receipts from transactions
aj
2025-10-26 00:01:11 -04:00
-
b4a91d8b7f
Docs: update ARCHITECTURE.md with new services and reorganization
aj
2025-10-25 23:08:42 -04:00
-
04a7e92bc9
Refactor: migrate PageModels to use new service layer
aj
2025-10-25 23:08:28 -04:00
-
c09a8c36a8
Feature: expand MerchantService with full CRUD operations
aj
2025-10-25 23:08:13 -04:00
-
77cab2595f
Feature: add entity management and statistics services
aj
2025-10-25 23:07:57 -04:00
-
51a51f9b27
Config: add Claude Code auto-approve permissions
aj
2025-10-25 22:54:10 -04:00