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aa82ee542c
Fix: add libman restore to Dockerfile for client-side libraries
AJ Isaacs
2026-03-01 17:31:03 -05:00
2f3047d432
Hide spending by category when only one category exists
AJ Isaacs
2026-02-26 20:17:19 -05:00
7725bdb159
Improve: Move select-all checkbox into table header row
AJ Isaacs
2026-02-26 18:42:55 -05:00
59b8adc2d8
Improve: Restyle UI with modern fintech light theme
AJ Isaacs
2026-02-26 18:40:30 -05:00
f4ab4c4e7d
Config: change Kestrel listen port to 5010 to avoid conflicts
AJ Isaacs
2026-02-25 15:48:32 -05:00
a7c304ccb5
Config: Switch receipt parsing to Qwen3-VL-Thinking model
AJ Isaacs
2026-02-22 16:06:18 -05:00
f622912f2e
Improve: Support reasoning models in AI vision pipeline
AJ Isaacs
2026-02-22 16:04:29 -05:00
299ea3d4fe
Cleanup: Remove unused Privacy page
AJ Isaacs
2026-02-15 21:41:01 -05:00
b5f46a7646
Cleanup: Remove redundant AI categorization pages
AJ Isaacs
2026-02-15 20:02:50 -05:00
4be5658d32
Improve: Overhaul navigation with grouped dropdowns, breadcrumbs, and quick-actions
AJ Isaacs
2026-02-15 19:41:56 -05:00
324ab2c627
Fix: ViewReceipt parse button now uses parse queue instead of direct parsing
AJ Isaacs
2026-02-15 19:26:40 -05:00
e6512f9b7f
Docs: Update ARCHITECTURE.md for tool-use, parse queue, and bulk upload
AJ Isaacs
2026-02-15 19:14:35 -05:00
516546b345
Config: Update storage path, port, and AI model defaults
AJ Isaacs
2026-02-15 19:14:31 -05:00
2be9990dbc
Improve: Default transaction date filter and LLM response viewer
AJ Isaacs
2026-02-15 19:14:27 -05:00
c3e88df43c
Improve: Recategorize page error display and provider detection
AJ Isaacs
2026-02-15 19:14:23 -05:00
444035fd72
Refactor: AICategorizePreview with tabbed proposals and rule status
AJ Isaacs
2026-02-15 19:14:19 -05:00
6e3589f7da
Improve: AI categorizer with rule matching and unified model routing
AJ Isaacs
2026-02-15 19:14:14 -05:00
5eb27319e1
Feature: Receipt queue dashboard and multi-file upload UI
AJ Isaacs
2026-02-15 19:14:09 -05:00
705f4ea201
Feature: Receipt parse queue with background worker
AJ Isaacs
2026-02-15 19:14:05 -05:00
16c8d121d4
Feature: Add ReceiptParseStatus enum and migration
AJ Isaacs
2026-02-15 19:14:00 -05:00
396d5cfc1d
Feature: Database-aware receipt parsing with tool-use and enriched prompts
AJ Isaacs
2026-02-15 19:13:56 -05:00
167b7c2ec1
Feature: Add tool-use support to AI vision clients
AJ Isaacs
2026-02-15 19:13:51 -05:00
5c0f0f3fca
Feature: Add AI tool-use framework for database-aware receipt parsing
AJ Isaacs
2026-02-15 19:13:47 -05:00
865195ad16
Feature: Save AI parsing notes with receipt
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
AJ Isaacs