nate/budget
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8f9e9269ecdf793455905ea3abb7dcbf9206f6e2
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14 Commits
Author SHA1 Message Date
nmemmertandClaude Sonnet 4.6 8f9e9269ec Add CSV import to setup wizard 
- New csv-import wizard step with file upload, auto column detection, column mapping UI, split-debit/credit support, and 5-row preview
- Imports transactions and auto-calculates account balance from CSV data
- Uses pendingImportedTransactions state (not side-channel) to reliably pass transactions through to saveUserData
- handleSetupComplete reloads from server so imported transactions appear in the UI immediately after wizard completes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-07-14 08:45:17 -04:00
nmemmertandClaude Sonnet 4.6 20ea25f4de Major feature release: security hardening + Goals, Rules, search, charts 
Security:
- Replace SHA-256 password hashing with bcrypt (cost 12) + timing-safe compare
- Introduce server-side session tokens (x-session-token header); drop x-user-id
- Add /api/auth/logout endpoint to invalidate sessions
- Enforce 8-char minimum password server-side
- Fix password reset: now uses real signed tokens with 1-hour TTL

Features:
- Goals: savings goals with progress bars, target dates, add/withdraw funds
- Auto-categorization Rules: keyword → envelope mapping applied on transaction add
- Transaction search/filter: description, account, envelope, date range
- Transaction table: shows envelope color dot, running balance column
- Monthly Spending History chart (last 6 months income vs expenses bar chart)
- Spending Insights: month-over-month comparison + overspent envelope callouts
- Budget progress expanded: per-envelope bars with rollover indicator
- Envelope rollover toggle: unspent funds can carry forward
- Recurring transactions auto-applied on login
- Save indicator in nav (Saving… / Saved ✓ / Save failed)
- Nav overflow fixed: all tabs scroll horizontally instead of clipping
- PWA manifest added for home-screen install support

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-07-14 08:22:24 -04:00
nmemmertandClaude Sonnet 4.6 8814423fa6 Fix modal overlays — replace deprecated Tailwind v4 bg-opacity syntax 
All 11 modal backdrop divs used `bg-black bg-opacity-50` which Tailwind v4
dropped, causing solid-black overlays. Replaced with `bg-black/50` across
AuthModal, AccountManagement, EnvelopeCreate, EnvelopeEdit, GetPaid,
SetupWizard, TransactionEdit, and page.tsx.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-07-14 08:08:26 -04:00
nmemmert 4d7f301c61 Add customizable dashboard with drag-and-drop section reordering 
- Added Capsule app icon and branding assets
- Implemented dashboard customization panel with drag-and-drop interface
- Added budget progress tracking and quick actions sections
- Enhanced dashboard with clickable summary cards (Assets, Debt, Balance, Envelopes, Transactions)
- Increased spacing between sections for better readability
- Users can now show/hide and reorder dashboard sections
- Fixed account balance normalization for liabilities
- Improved analytics charts with visibility controls
 2026-01-13 15:40:23 -05:00
nmemmert 2dcd7b29fb feat: implement Capsule branding kit with custom colors and typography 
- Add CSS variables for brand colors: Primary Blue (#1E73BE), Finance Green (#28A745), Cloud Blue (#A7D8F8), Dark Navy (#0F2C4C), Neutral Gray (#F4F4F4)
- Import Montserrat and Roboto fonts from Google Fonts
- Update navigation bar with brand colors (navy logo, blue active state, green Get Paid button)
- Update landing page hero section with brand color accents and button styling
- Update AuthModal, GetPaid, Settings, and DemoWizard components to use CSS variables
- Apply brand colors to info boxes and secondary UI elements
- Improve visual consistency across all app screens with cohesive color palette
 2026-01-13 14:04:35 -05:00
nmemmert 1b269dedd9 Fix envelope updates, balance persistence, Get Paid duplication, form readability, and income allocation carryover 2026-01-13 13:38:27 -05:00
nmemmert caa6020ae8 Fix 2025-11-10 12:57:48 -05:00
Nate Emmert 959249ab22 Migrate from Firebase to file-based storage system 
- Remove Firebase dependency and all Firebase code
- Implement local file-based storage with encryption
- Create custom authentication system with password hashing
- Add API routes for auth (register/login) and data operations
- Create FileStorageService for server-side file I/O
- Add AuthService for client-side authentication wrapper
- Update all components to use new storage system
- Add comprehensive documentation (FILE_STORAGE.md, MIGRATION_SUMMARY.md)
- Improve security with AES-GCM encryption and SHA-256 password hashing
- Add ErrorBoundary component for better error handling
- Fix multiple bugs: date serialization, transaction deletion, envelope calculations
 2025-11-08 14:03:26 -05:00
nmemmert 3f4c60ab67 Restore Firestore save logic in SetupWizard with proper user authentication 2025-10-27 11:31:56 -04:00
nmemmert 884dc7e835 Fix SetupWizard: remove Firestore save and fix text visibility 2025-10-27 11:26:57 -04:00
nmemmert 5ffdb191e5 Fix loading issues and containerize app 2025-10-27 10:26:31 -04:00
nmemmert 2665bde810 fixed run error 2025-10-24 11:10:08 -04:00
nmemmert a79dddff60 the start 2025-10-24 10:23:12 -04:00
nmemmert e41e78f9a3 Initial commit from Create Next App 2025-10-24 07:45:04 -04:00