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  • 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
  • 98df8b6240 Include Merchant relationship when loading transactions aj 2025-10-12 10:08:47 -04:00
  • 6f307be026 Add merchant selection to EditTransaction page aj 2025-10-12 10:08:31 -04:00
  • 1e060c10f5 Add Merchants management page with modal edit/delete aj 2025-10-12 04:03:23 -04:00
  • 45077a0029 Add autocomplete dropdowns for category and merchant in CategoryMappings aj 2025-10-12 03:58:56 -04:00
  • b1143ad484 Convert merchant from string to entity with foreign keys aj 2025-10-12 03:52:05 -04:00
  • 675ffa6509 Add merchant field to transactions and category mappings aj 2025-10-12 03:21:31 -04:00
  • ecb7851a62 Add percentage of total to top expense categories on dashboard aj 2025-10-12 02:13:57 -04:00
  • 52615eeb75 Add JSON export/import functionality for category mappings aj 2025-10-12 01:27:19 -04:00
  • 977a8de9f9 Include transaction name in receipt parsing prompt aj 2025-10-11 22:35:54 -04:00
  • 07fb1d1452 Remove Cards link from main navigation aj 2025-10-11 22:30:34 -04:00
  • c409e7ad5b Update card editing to redirect to account details aj 2025-10-11 22:30:25 -04:00
  • be12d9e53e Update Accounts page to link to account details aj 2025-10-11 22:30:14 -04:00
  • e0dabdc46d Add account details page with card management aj 2025-10-11 22:30:05 -04:00
  • 3153bd50aa Filter duplicate check by date range for better performance aj 2025-10-11 22:22:02 -04:00
  • e481c58464 Increase session timeout for large transaction uploads aj 2025-10-11 22:17:54 -04:00
  • c44929afe1 Add pagination to transaction preview for large imports aj 2025-10-11 22:17:46 -04:00
  • 3d6b47d537 Optimize transaction preview duplicate checking for large imports aj 2025-10-11 22:17:37 -04:00
  • 40135ab6d6 Update UI for account-card relationship and transfers aj 2025-10-11 20:54:20 -04:00
  • 7f74cd8c29 Add transfer support between accounts aj 2025-10-11 20:54:09 -04:00
  • 83ef8480c1 Add migration to make AccountId required on transactions aj 2025-10-11 20:53:58 -04:00
  • 338374f831 Enhance card management with account linking and nicknames aj 2025-10-11 20:53:46 -04:00
  • eb3e9c5407 Simplify payment column display in transactions table aj 2025-10-11 20:50:34 -04:00
  • aee006763d Improve card auto-mapping by prioritizing memo over filename aj 2025-10-11 20:50:15 -04:00
  • 926285d64e Seed default category mappings on application startup aj 2025-10-11 20:49:53 -04:00
  • 0acc8d51bc Merge branch 'master' of https://git.thecozycat.net/aj/MoneyMap aj 2025-10-09 23:04:04 -04:00
  • ea8d1b442a Link Cards to Accounts with proper relationship aj 2025-10-09 22:56:11 -04:00
  • a44b3d41ac Major refactor: Split Cards and Accounts into separate tables aj 2025-10-09 20:52:54 -04:00
  • 227e9dd006 Fix double-counting issue and refactor category mapping forms. aj 2025-10-09 18:42:40 -04:00
  • ff14aed65f Add card management pages and enhance category mappings UI. aj 2025-10-09 16:49:18 -04:00
  • 7ac0dd9dbc Add comprehensive architecture documentation and remove unused Privacy pages. aj 2025-10-09 16:21:26 -04:00
  • aeac767881 Added pages for cards aj 2025-10-05 01:45:03 -04:00
  • a5046df38c Sanitize file name on upload aj 2025-10-04 18:19:08 -04:00
  • 462973cf2f Make notes optional, again aj 2025-10-04 18:18:40 -04:00
  • 159e47ee69 Fixed display of file size aj 2025-10-04 18:18:20 -04:00
  • 99788a3d2d Moved receipt line items aj 2025-10-04 18:17:50 -04:00
  • 65de073c01 Notes is optional when editing transaction aj 2025-10-04 12:24:36 -04:00
  • c546235677 Improved parsing utility bills user1 2025-10-04 11:58:24 -04:00
  • f01b44e9ac Pagination on Transactions user1 2025-10-04 03:32:25 -04:00
  • d04db5af12 ignore publish folder aj 2025-10-04 02:17:05 -04:00
  • d579029492 Initial commit aj 2025-10-03 23:43:21 -04:00