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• 865195ad16 Feature: Save AI parsing notes with receipt master AJ Isaacs 2026-01-18 20:49:31 -05:00
• c5fad34658 Feature: Add Settings page with centralized AI model configuration AJ Isaacs 2026-01-17 18:06:02 -05:00
• 29d26b4771 Refactor: Consolidate AI endpoint config to AI:ModelsEndpoint AJ Isaacs 2026-01-15 23:41:05 -05:00
• 38b7d8a9ca Feature: Add dynamic model selection to ViewReceipt page AJ Isaacs 2026-01-15 22:53:40 -05:00
• fc4855bd1a Refactor: Use session-based TempData provider AJ Isaacs 2026-01-15 22:53:28 -05:00
• 9fbbeca1e6 Feature: Add AI-Powered Categorization section to Recategorize page AJ Isaacs 2026-01-15 22:53:16 -05:00
• f72c32c52f Feature: Add transaction multi-select for batch AI review AJ Isaacs 2026-01-15 22:53:05 -05:00
• c43fe12124 Feature: Add LlamaCpp provider support to TransactionAICategorizer AJ Isaacs 2026-01-15 22:52:54 -05:00
• cba20f20fc Feature: Add LlamaCpp model discovery API AJ Isaacs 2026-01-15 22:52:41 -05:00
• b5406106ec Feature: Add AICategorizePreview page for AI transaction categorization AJ Isaacs 2026-01-15 22:52:30 -05:00
• 954af2f952 Chore: Rename docker-build-and-push.cmd to docker-publish.cmd AJ Isaacs 2026-01-11 16:54:38 -05:00
• 541bbf01af Refactor: Simplify receipt storage path handling AJ Isaacs 2026-01-11 16:54:27 -05:00
• de5ee33a77 Feature: Add ReviewReceipts page for receipt-to-transaction mapping AJ Isaacs 2026-01-11 16:54:15 -05:00
• f3b847cc68 Feature: Enhanced receipt auto-mapping with weighted scoring AJ Isaacs 2026-01-11 16:54:03 -05:00
• dc56021a77 Feature: Add local LLM vision clients (llama.cpp and Ollama) AJ Isaacs 2026-01-11 16:53:51 -05:00
• 2c74e5e403 Docs: Document Financial Audit API in ARCHITECTURE.md AJ Isaacs 2025-12-18 20:08:19 -05:00
• 3ce91f4c07 Feature: Add Financial Audit API for AI analysis AJ Isaacs 2025-12-18 20:07:29 -05:00
• a3ca358e9a UI: Use dark text on yellow budget progress bars AJ Isaacs 2025-12-10 22:59:00 -05:00
• 3184545270 Fix: Add required attribute to pattern fields in CategoryMappings AJ Isaacs 2025-12-10 22:24:17 -05:00
• 33a664a3e1 Feature: Add budget tracking with period-based spending limits AJ Isaacs 2025-12-10 22:24:01 -05:00
• f5cfd982cd UI: Replace cash flow bar chart with running balance line AJ Isaacs 2025-12-05 22:05:09 -05:00
• 55e758a42a UI: Add dark theme using Bootstrap 5 dark mode AJ Isaacs 2025-12-05 21:51:23 -05:00
• 65601c1fcb Chore: Improve Docker deployment configuration AJ Isaacs 2025-12-05 21:33:17 -05:00
• a5435b1549 Config: Set default culture to en-US for currency formatting AJ Isaacs 2025-12-05 21:33:11 -05:00
• 7b0853b74c Feature: Add pagination to Receipts page AJ Isaacs 2025-12-05 21:33:05 -05:00
• 101a340d8c Chore: Add Docker containerization support AJ Isaacs 2025-12-03 22:01:03 -05:00
• 3a817e0f3f UI: Convert receipt upload panel to modal dialog AJ Isaacs 2025-12-03 22:00:55 -05:00
• 36a044da4f Feature: Add category pie chart and case-insensitive search AJ Isaacs 2025-11-24 21:12:13 -05:00
• f42d5e87f9 Config: Update Program.cs with new service registrations AJ Isaacs 2025-11-24 21:12:04 -05:00
• 9f64c7784a Refactor: Extract AI vision clients from AIReceiptParser AJ Isaacs 2025-11-24 21:11:56 -05:00
• ea7b2c2a3c Refactor: Extract dashboard services from Index page AJ Isaacs 2025-11-24 21:11:48 -05:00
• 2ceb3a7b57 Refactor: Extract import services from Upload page AJ Isaacs 2025-11-24 21:11:39 -05:00
• a30e6ff089 Refactor: Extract CategoryMapping model and add caching AJ Isaacs 2025-11-24 21:11:29 -05:00
• 625314d167 Refactor: Add structured error logging to TransactionAICategorizer AJ Isaacs 2025-11-24 21:11:21 -05:00
• d9e883a9f3 Security: Add MIME type validation and logging to ReceiptManager AJ Isaacs 2025-11-24 21:11:13 -05:00
• 1de3920db4 Perf: Add composite database indexes for common queries AJ Isaacs 2025-11-24 21:11:05 -05:00
• 53c674c6e0 Perf: Fix N+1 queries in entity services AJ Isaacs 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
• 1509bcd130 Docs: update ARCHITECTURE.md with new services AJ 2025-10-25 22:53:57 -04:00
• f4f7faaccc Refactor: use ReceiptMatchingService in Receipts page AJ 2025-10-25 22:53:46 -04:00
• cedfe98789 Refactor: use TransactionService for duplicate detection in Upload AJ 2025-10-25 22:53:33 -04:00
• f5aef547cc Feature: add TransactionService and ReceiptMatchingService AJ 2025-10-25 22:53:20 -04:00
• ff1d7ff0b0 Feature: add Unmap button to prevent accidental receipt deletion AJ 2025-10-19 16:57:29 -04:00
• 86b7312dd6 Refactor: rename OpenAIReceiptParser to AIReceiptParser AJ 2025-10-19 16:19:27 -04:00
• f7c6b2691b Feature: add Anthropic Claude model support for receipt parsing AJ 2025-10-19 16:15:25 -04:00
• f09d19ec5c Receipt parser improvements: voided items, UPC, quantity defaults, and model selection AJ 2025-10-19 16:08:56 -04:00
• d0f4b420f8 Refactor: externalize OpenAI receipt parser prompt to text file AJ 2025-10-19 15:05:59 -04:00
• c31e88f07c Receipts: highlight exact amount matches in green, close (±10%) in yellow; update legend and scroll target preference AJ 2025-10-19 01:03:26 -04:00
• cf1266e86d UI: replace garbled emoji with plain counts/labels for badges (receipt count, notes) AJ 2025-10-19 00:54:11 -04:00
• 134a1b8c9f Transactions: make rows clickable to open Edit; remove Edit button; keep name as link AJ 2025-10-19 00:47:44 -04:00
• ed0d82a549 Remove manual Transfers page and nav link (bank-only data preference) AJ 2025-10-19 00:33:24 -04:00
• 7e785e5647 Dashboard: wire up SpendTrends in DI and add chart canvases on dashboard; include Chart.js script to render graphs AJ 2025-10-19 00:26:17 -04:00
• ef88d03c95 Dashboard: add graphs (Chart.js) with category donut and 30-day cash flow; add SpendTrends provider and DI registration AJ 2025-10-19 00:22:18 -04:00
• 23421bcc99 Dashboard: make recent transactions clickable and add Open action; include Id and ReceiptCount in recent data AJ 2025-10-19 00:07:48 -04:00
• bfe9ee5f08 Receipts: fix manual mapping (mirror manual ID, submit guard), allow remapping, and add clearer duplicate message; add Edit link in map modal and show mapped ID link AJ 2025-10-19 00:07:45 -04:00
• eb31039bc8 Transactions: show ID on Edit page and add Copy ID button AJ 2025-10-19 00:07:41 -04:00
• fa142288b6 Add intelligent word-based merchant matching for receipt mapping AJ 2025-10-12 19:33:47 -04:00
• c7089dba98 Filter transactions by ±10% amount tolerance for receipt mapping AJ 2025-10-12 19:17:16 -04:00
• 047f1e49b1 Fix date range filtering to show all transactions from bill date AJ 2025-10-12 19:15:09 -04:00
• d5852f2bb3 Add automatic receipt parsing after upload AJ 2025-10-12 17:51:19 -04:00
• c29c94ab62 Update ARCHITECTURE.md with recent receipt management features AJ 2025-10-12 16:34:44 -04:00
• c4c01ce8c6 Extend bill date range to include 5 days after due date AJ 2025-10-12 15:37:10 -04:00
• 127c629d01 Move Upload CSV from navigation menu to Transactions page AJ 2025-10-12 15:31:38 -04:00
• bec2483583 Add auto-scroll to first amount match in receipt mapping modal AJ 2025-10-12 15:05:17 -04:00
• 3b175753f4 Add due date support for bills and utility receipts AJ 2025-10-12 14:52:44 -04:00
• 3b2978dc9b Add transaction ID column to transactions page AJ 2025-10-12 14:19:51 -04:00
• 3f97b34c54 Fix merchant filtering in receipt mapping to be non-exclusive AJ 2025-10-12 14:11:40 -04:00
• 123367c7bf Convert duplicate warnings to blocking modal dialog AJ 2025-10-12 13:39:43 -04:00
• 7ac80ab8d0 Fix ToHashSet() compatibility issue in Receipts page AJ 2025-10-12 13:33:17 -04:00
• cd7ca679ac Improve receipt mapping with smart filtering and table UI AJ 2025-10-12 13:31:14 -04:00
• c6a01e120f Improve receipt mapping UI with transaction selector AJ 2025-10-12 13:16:02 -04:00
• a5bda6f94f Fix naming conflict in ReceiptAutoMapResult AJ 2025-10-12 13:13:09 -04:00
• 5511709a86 Add receipt auto-mapping functionality AJ 2025-10-12 13:07:35 -04:00
• c0a6b1690f Add duplicate detection for receipt uploads AJ 2025-10-12 12:58:39 -04:00
• c306ced9f0 Fix Receipt TransactionId nullable database migrations AJ 2025-10-12 12:32:42 -04:00
• 8eb07c43e0 Add Receipts page for managing unmapped receipts AJ 2025-10-12 11:28:33 -04:00
• eb6d83f589 Add quick date range selectors to transactions page AJ 2025-10-12 11:10:43 -04:00
• 61c9490eeb Add search functionality to transactions page AJ 2025-10-12 11:06:50 -04:00
• 158ae139f0 Fix category filter for uncategorized transactions AJ 2025-10-12 11:04:05 -04:00
• 1aecbf14fe Fix decimal precision for CategoryMapping.Confidence field AJ 2025-10-12 10:51:47 -04:00
• 5723ac26da Implement Phase 1: AI-powered categorization with manual review AJ 2025-10-12 10:47:31 -04:00
• b4358fefd3 Add reminders to update ARCHITECTURE.md when making changes AJ 2025-10-12 10:29:07 -04:00
• cecdd63767 Restructure documentation for DRY principle AJ 2025-10-12 10:24:08 -04:00
• b2fa1d47a8 Add average cost per transaction to top expense categories AJ 2025-10-12 10:11:17 -04:00