53 Commits

Author SHA1 Message Date
Gonçalo Rodrigues
0a2beb2973 Merge pull request #1 from GoncaloRodri/feature/finance-ux-improvements
feat(finance): improve UX across dashboard, transactions, reports and…
2026-06-13 11:54:23 +01:00
Gonçalo Rodrigues
452f97e6d9 feat(finance): improve UX across dashboard, transactions, reports and categories
- Fix sortStrings no-op bug that caused balance trend chart to display in random date order
- Fix reports table referencing wrong scope for row totals ($.Totals → .Totals per row)
- Add income vs expense split cards on dashboard alongside net figure
- Add budget progress bars on dashboard using existing category budget_cents data
- Color-coded category badges throughout using each category's configured color
- Replace window.prompt() category editor in transactions with inline dropdown
- Replace window.prompt() budget editor in categories with inline input field
- Add manual transaction entry modal (POST /api/transactions) so users don't need CSV for every entry
- Show account names instead of raw MongoDB IDs in the transaction list
- Add clampPct and isOver template helpers for budget bar rendering

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 11:33:39 +01:00
Gonçalo Rodrigues
13b7149614 First Commit 2026-06-13 11:25:23 +01:00