Budget - Releases

Fixed

• Missing deleteByTag() method in TransactionTagMapper causing HTTP 500 errors when deleting categories with tag sets
• Categories with subcategories can now be deleted recursively - cascade delete now removes all child categories and their tag sets automatically

Fixed

• Remove vendor/tecnickcom/tcpdf/tools/.htaccess that was causing integrity check failures
• File was being blocked/removed by server security policies during installation
• Directory security is already handled by Nextcloud's web server configuration

Fixed

• Include hidden files (.htaccess) in package signature
• Fixes FILE_MISSING error for vendor/tecnickcom/tcpdf/tools/.htaccess

Fixed

• App package now includes all required files (lib/ and vendor/ directories) in code signature
• Fixes integrity check errors when installing from app store

Added

• Password protection feature for enhanced app security
• Optional password required to access the budget app (secondary protection layer)
• User-configurable password (minimum 6 characters) set via Settings > Security
• Session management with configurable timeout (15/30/60 minutes of inactivity)
• Auto-lock after inactivity period with activity monitoring on user interactions
• Manual lock button in navigation when password protection is enabled
• Failed attempt tracking: 5 failed attempts triggers 5-minute account lockout
• Session tokens (64-character random tokens) stored securely in localStorage
• Password hashing using bcrypt via PHP's password_hash() with PASSWORD_DEFAULT
• Change password and disable protection options (requires current password verification)
• Rate limiting on auth endpoints (5-10 requests per minute depending on endpoint)
• Modal UI for password entry with error handling and validation
• New database table budget_auth for password and session management
• RESTful API endpoints: /api/auth/status, /api/auth/setup, /api/auth/verify, /api/auth/lock, /api/auth/extend, /api/auth/disable, /api/auth/password
• Factory reset feature to restore app to empty state
• Deletes ALL user data (accounts, transactions, bills, categories, settings, pension data, shared expenses, etc.)
• Preserves audit logs for compliance purposes
• Danger Zone section in settings page with prominent warnings
• Requires typing "DELETE" (case-sensitive) to confirm
• Password confirmation required via Nextcloud's built-in security
• Rate limited to 3 attempts per 5 minutes to prevent abuse
• Database transaction ensures all-or-nothing deletion (rollback on error)
• Gracefully handles missing database tables for features not yet used
• Audit trail logged with counts of deleted items per entity type

Fixed

• Dashboard crashing with "Cannot read properties of undefined (reading 'filter')" error
• updateBudgetProgressWidget() now validates categories parameter is an array before filtering
• Budget API response handling now properly handles null responses with fallback to empty categories array
• Password protection setup failing with "Entity which should be updated has no id" error
• Auth entity id property access level changed from protected to public (required by Nextcloud Entity framework)
• Database migration added to recreate budget_auth table with auto-increment id as primary key
• user_id changed from primary key to unique index for proper ORM compatibility
• CSV import failing with "Date is required" error on all rows
• Column mapping dropdowns sending array indices (0, 1, 2) instead of column names ("Date", "Amount", "Description") to backend
• Auto-detection of CSV columns not working after upload
• TransactionNormalizer now skips non-column mapping fields (boolean config flags) to prevent lookup errors
• PDF report exports appearing corrupted (TCPDF library not installed)
• ReportExporter falling back to JSON export when PDF format requested
• Application.php now loads composer autoloader to ensure TCPDF and other dependencies are available

Added

• Configurable dashboard layout with drag-and-drop tile reordering (GitHub issue #9)
• Lock/Unlock Dashboard toggle to enable/disable tile reordering
• Remove tiles by clicking X button (appears on hover when unlocked)
• Add hidden tiles back via "Add Tiles" dropdown menu
• Visual feedback: grab cursor, hover lift effect, drop indicators, and fade-in animations
• Dashboard customization works on desktop; touch devices show lock toggle only
• All dashboard layout changes persist automatically to backend
• Configurable transaction table columns - show/hide Date, Description, Vendor, Category, Amount, and Account columns
• Gear icon in transaction table header to access column visibility settings
• Column visibility preferences persist across sessions via settings API
• Vendor column added to transaction table with inline editing support
• 10 new dashboard tiles (Phase 1 - hidden by default, zero performance impact):
• Hero Tiles: Savings Rate, Cash Flow, Budget Remaining, Budget Health
• Widget Tiles: Top Spending Categories, Account Performance, Budget Breakdown, Savings Goals Summary, Payment Methods, Reconciliation Status
• All new tiles use existing data (no additional API calls required)
• New tiles available via "Add Tiles" dropdown for user opt-in
• 8 additional dashboard tiles with lazy loading (Phase 2 - fully implemented):
• Hero Tiles: Uncategorized Count (shows count of uncategorized transactions), Low Balance Alert (alerts when accounts below threshold)
• Widget Tiles: Monthly Comparison (current vs previous month table), Large Transactions (top 10 by amount), Weekly Spending, Unmatched Transfers, Category Trends, Bills Due Soon
• Lazy loading system: Phase 2+ tiles only fetch data when made visible by user
• Modified applyDashboardVisibility() to support async lazy loading
• All Phase 2 tiles hidden by default, minimal performance impact (load on-demand only)
• 8 advanced dashboard tiles with charts and complex calculations (Phase 3 - fully implemented):
• Hero Tiles: Burn Rate (shows days until balance hits zero at current spend rate), Days Until Debt Free (estimated payoff timeline using avalanche strategy)
• Widget Tiles: Cash Flow Forecast (90-day projected balance chart), Year-over-Year Comparison (annual spending comparison), Income Tracking (expected vs received income with progress bars), Recent Imports (last 3 file imports), Rule Effectiveness (auto-categorization statistics), Spending Velocity (current week vs average)
• Chart.js integration for Cash Flow Forecast and Year-over-Year Comparison widgets
• Chart instance management with proper cleanup when tiles are hidden
• All Phase 3 tiles hidden by default with lazy loading for optimal performance
• Quick Add Transaction widget for fast transaction entry directly from dashboard (Phase 4 - fully implemented):
• Inline form with essential fields: Date, Account, Type, Amount, Description, and optional Category
• Real-time validation with helpful error messages displayed inline
• Automatic dropdown population for accounts and categories
• Submit button to add transaction via /api/transactions POST endpoint
• Clear button to reset form to default state
• Success/error messages with auto-hide for success (3 seconds)
• Auto-refresh of transactions and dashboard after successful add
• Today's date auto-populated as default
• Compact single-column layout optimized for dashboard widget display
• All 28 new dashboard tiles (8 hero + 20 widget) now complete and available via "Add Tiles" dropdown
• Completed 4-phase rollout: Phase 1 (10 tiles, existing data), Phase 2 (8 tiles, lazy loaded), Phase 3 (8 tiles, charts), Phase 4 (1 interactive tile)
• "Add Tiles" dropdown now organized by categories to reduce overwhelm:
• Categories: Insights & Analytics, Budgeting, Forecasting, Transactions, Income, Debts, Goals, Bills, Alerts, Interactive
• Each category shows as a collapsible section with header
• Hero tiles display "Hero" badge to distinguish from regular widget tiles
• Categories only appear if they contain hidden tiles

Changed

• Removed redundant category dropdown and categorize button from bulk actions panel (use Edit Fields modal instead)
• Improved visibility of column configuration gear icon with grey background and white icon color

Fixed

• Bulk edit modal appearing in top-left corner instead of centered on screen
• Category dropdown in inline edit was too narrow and cutting off category names
• Dashboard tile order not persisting after page refresh

Fixed

• Background job ArgumentCountError flooding logs: "Too few arguments to function BillReminderJob::__construct()"
• All background jobs (BillReminderJob, CleanupImportFilesJob, NetWorthSnapshotJob, CleanupAuditLogsJob) now use lazy dependency injection via Server::get()
• Removed manual background job service registrations that weren't used by Nextcloud's cron system

Added

• SettingService to properly wrap SettingMapper following architectural patterns
• Convenient methods for user settings: get(), set(), getAll(), delete(), exists()

Fixed

• Account balances showing scientific notation (e.g., 9.9920072216264e-15) due to floating-point precision errors
• Balance calculations now use BCMath for precise decimal arithmetic via MoneyCalculator
• TransactionService, NetWorthService, and DebtPayoffService now prevent precision loss during calculations
• Migration added to automatically clean up existing balances with precision errors

Changed

• AccountMapper.updateBalance() now accepts both float and string parameters for better precision handling
• All balance arithmetic operations now use string-based BCMath calculations internally

Fixed

• Transaction category changes no longer affect account balance (GitHub issue #3)
• Inline category editor now works properly on transactions page
• Fixed double debit bug when updating transaction categories

Fixed

• Fixed Version001000018 cleanup migration: getPrefix() error and NOT NULL boolean columns
• All migrations now use system config to get table prefix
• All boolean columns now nullable across all migrations

Fixed

• Database migration error for existing installations: Recreate boolean columns with correct defaults
• Fixes columns is_settled, is_active, is_split, and apply_on_import that were created with incorrect defaults

Fixed

• Database migration error: Boolean column defaults must be integers (0/1) not boolean literals (false/true)
• Fixed migrations 001000011, 001000012, 001000015, and 001000016

Fixed

• Category spending API returning 412 error (missing route and CSRF token header)

Added

• Transaction matching for transfer detection between accounts
• Automatic detection of potential transfer matches (same amount, opposite type, within 3 days)
• Link/unlink transactions as transfer pairs
• Visual indicator for linked transactions in transaction list
• Bulk "Match All" feature for batch transaction matching
• Auto-links transactions with exactly one match
• Manual review modal for transactions with multiple potential matches
• Undo option for auto-matched pairs
• Pagination controls at bottom of transaction table for easier navigation

Changed

• App icon updated to piggy bank design for better theme compatibility

Fixed

• PHP 8 deprecation warning: optional parameter declared before required parameters in ReportService
• Transaction page pagination not loading subsequent pages (page parameter was missing from API requests)
• Category creation failing with "updatedAt is not a valid attribute" error (added missing column)

Fixed

• Removed deprecated app.php (IBootstrap handles all bootstrapping)
• Boolean columns made nullable to avoid DBAL compatibility issues across databases

Fixed

• Boolean columns made nullable to avoid DBAL compatibility issues across databases

Fixed

• Database index naming collision that prevented installation
• Boolean column default values incompatible with Nextcloud DBAL

Fixed

• Database index naming collision that prevented installation

Added

• Multi-account management with support for multiple currencies
• Transaction tracking with advanced filtering and search
• Bank statement import (CSV, OFX, QIF formats)
• Automatic vendor matching during import
• Custom import rules for auto-categorization
• Hierarchical categories with drag-and-drop reordering
• Balance forecasting with trend analysis and scenario modeling
• Recurring bill detection and due date monitoring
• Savings goals with progress tracking and achievement forecasting
• Reports and charts for spending patterns, income, and cash flow
• Full data export/import for instance migration
• Audit logging for all financial actions

Fixed

• Missing deleteByTag() method in TransactionTagMapper causing HTTP 500 errors when deleting categories with tag sets
• Categories with subcategories can now be deleted recursively - cascade delete now removes all child categories and their tag sets automatically

Fixed

• Remove vendor/tecnickcom/tcpdf/tools/.htaccess that was causing integrity check failures
• File was being blocked/removed by server security policies during installation
• Directory security is already handled by Nextcloud's web server configuration

Fixed

• Include hidden files (.htaccess) in package signature
• Fixes FILE_MISSING error for vendor/tecnickcom/tcpdf/tools/.htaccess

Fixed

• App package now includes all required files (lib/ and vendor/ directories) in code signature
• Fixes integrity check errors when installing from app store

Added

• Password protection feature for enhanced app security
• Optional password required to access the budget app (secondary protection layer)
• User-configurable password (minimum 6 characters) set via Settings > Security
• Session management with configurable timeout (15/30/60 minutes of inactivity)
• Auto-lock after inactivity period with activity monitoring on user interactions
• Manual lock button in navigation when password protection is enabled
• Failed attempt tracking: 5 failed attempts triggers 5-minute account lockout
• Session tokens (64-character random tokens) stored securely in localStorage
• Password hashing using bcrypt via PHP's password_hash() with PASSWORD_DEFAULT
• Change password and disable protection options (requires current password verification)
• Rate limiting on auth endpoints (5-10 requests per minute depending on endpoint)
• Modal UI for password entry with error handling and validation
• New database table budget_auth for password and session management
• RESTful API endpoints: /api/auth/status, /api/auth/setup, /api/auth/verify, /api/auth/lock, /api/auth/extend, /api/auth/disable, /api/auth/password
• Factory reset feature to restore app to empty state
• Deletes ALL user data (accounts, transactions, bills, categories, settings, pension data, shared expenses, etc.)
• Preserves audit logs for compliance purposes
• Danger Zone section in settings page with prominent warnings
• Requires typing "DELETE" (case-sensitive) to confirm
• Password confirmation required via Nextcloud's built-in security
• Rate limited to 3 attempts per 5 minutes to prevent abuse
• Database transaction ensures all-or-nothing deletion (rollback on error)
• Gracefully handles missing database tables for features not yet used
• Audit trail logged with counts of deleted items per entity type

Fixed

• Dashboard crashing with "Cannot read properties of undefined (reading 'filter')" error
• updateBudgetProgressWidget() now validates categories parameter is an array before filtering
• Budget API response handling now properly handles null responses with fallback to empty categories array
• Password protection setup failing with "Entity which should be updated has no id" error
• Auth entity id property access level changed from protected to public (required by Nextcloud Entity framework)
• Database migration added to recreate budget_auth table with auto-increment id as primary key
• user_id changed from primary key to unique index for proper ORM compatibility
• CSV import failing with "Date is required" error on all rows
• Column mapping dropdowns sending array indices (0, 1, 2) instead of column names ("Date", "Amount", "Description") to backend
• Auto-detection of CSV columns not working after upload
• TransactionNormalizer now skips non-column mapping fields (boolean config flags) to prevent lookup errors
• PDF report exports appearing corrupted (TCPDF library not installed)
• ReportExporter falling back to JSON export when PDF format requested
• Application.php now loads composer autoloader to ensure TCPDF and other dependencies are available

Added

• Configurable dashboard layout with drag-and-drop tile reordering (GitHub issue #9)
• Lock/Unlock Dashboard toggle to enable/disable tile reordering
• Remove tiles by clicking X button (appears on hover when unlocked)
• Add hidden tiles back via "Add Tiles" dropdown menu
• Visual feedback: grab cursor, hover lift effect, drop indicators, and fade-in animations
• Dashboard customization works on desktop; touch devices show lock toggle only
• All dashboard layout changes persist automatically to backend
• Configurable transaction table columns - show/hide Date, Description, Vendor, Category, Amount, and Account columns
• Gear icon in transaction table header to access column visibility settings
• Column visibility preferences persist across sessions via settings API
• Vendor column added to transaction table with inline editing support
• 10 new dashboard tiles (Phase 1 - hidden by default, zero performance impact):
• Hero Tiles: Savings Rate, Cash Flow, Budget Remaining, Budget Health
• Widget Tiles: Top Spending Categories, Account Performance, Budget Breakdown, Savings Goals Summary, Payment Methods, Reconciliation Status
• All new tiles use existing data (no additional API calls required)
• New tiles available via "Add Tiles" dropdown for user opt-in
• 8 additional dashboard tiles with lazy loading (Phase 2 - fully implemented):
• Hero Tiles: Uncategorized Count (shows count of uncategorized transactions), Low Balance Alert (alerts when accounts below threshold)
• Widget Tiles: Monthly Comparison (current vs previous month table), Large Transactions (top 10 by amount), Weekly Spending, Unmatched Transfers, Category Trends, Bills Due Soon
• Lazy loading system: Phase 2+ tiles only fetch data when made visible by user
• Modified applyDashboardVisibility() to support async lazy loading
• All Phase 2 tiles hidden by default, minimal performance impact (load on-demand only)
• 8 advanced dashboard tiles with charts and complex calculations (Phase 3 - fully implemented):
• Hero Tiles: Burn Rate (shows days until balance hits zero at current spend rate), Days Until Debt Free (estimated payoff timeline using avalanche strategy)
• Widget Tiles: Cash Flow Forecast (90-day projected balance chart), Year-over-Year Comparison (annual spending comparison), Income Tracking (expected vs received income with progress bars), Recent Imports (last 3 file imports), Rule Effectiveness (auto-categorization statistics), Spending Velocity (current week vs average)
• Chart.js integration for Cash Flow Forecast and Year-over-Year Comparison widgets
• Chart instance management with proper cleanup when tiles are hidden
• All Phase 3 tiles hidden by default with lazy loading for optimal performance
• Quick Add Transaction widget for fast transaction entry directly from dashboard (Phase 4 - fully implemented):
• Inline form with essential fields: Date, Account, Type, Amount, Description, and optional Category
• Real-time validation with helpful error messages displayed inline
• Automatic dropdown population for accounts and categories
• Submit button to add transaction via /api/transactions POST endpoint
• Clear button to reset form to default state
• Success/error messages with auto-hide for success (3 seconds)
• Auto-refresh of transactions and dashboard after successful add
• Today's date auto-populated as default
• Compact single-column layout optimized for dashboard widget display
• All 28 new dashboard tiles (8 hero + 20 widget) now complete and available via "Add Tiles" dropdown
• Completed 4-phase rollout: Phase 1 (10 tiles, existing data), Phase 2 (8 tiles, lazy loaded), Phase 3 (8 tiles, charts), Phase 4 (1 interactive tile)
• "Add Tiles" dropdown now organized by categories to reduce overwhelm:
• Categories: Insights & Analytics, Budgeting, Forecasting, Transactions, Income, Debts, Goals, Bills, Alerts, Interactive
• Each category shows as a collapsible section with header
• Hero tiles display "Hero" badge to distinguish from regular widget tiles
• Categories only appear if they contain hidden tiles

Changed

• Removed redundant category dropdown and categorize button from bulk actions panel (use Edit Fields modal instead)
• Improved visibility of column configuration gear icon with grey background and white icon color

Fixed

• Bulk edit modal appearing in top-left corner instead of centered on screen
• Category dropdown in inline edit was too narrow and cutting off category names
• Dashboard tile order not persisting after page refresh

Fixed

• Background job ArgumentCountError flooding logs: "Too few arguments to function BillReminderJob::__construct()"
• All background jobs (BillReminderJob, CleanupImportFilesJob, NetWorthSnapshotJob, CleanupAuditLogsJob) now use lazy dependency injection via Server::get()
• Removed manual background job service registrations that weren't used by Nextcloud's cron system

Added

• SettingService to properly wrap SettingMapper following architectural patterns
• Convenient methods for user settings: get(), set(), getAll(), delete(), exists()

Fixed

• Account balances showing scientific notation (e.g., 9.9920072216264e-15) due to floating-point precision errors
• Balance calculations now use BCMath for precise decimal arithmetic via MoneyCalculator
• TransactionService, NetWorthService, and DebtPayoffService now prevent precision loss during calculations
• Migration added to automatically clean up existing balances with precision errors

Changed

• AccountMapper.updateBalance() now accepts both float and string parameters for better precision handling
• All balance arithmetic operations now use string-based BCMath calculations internally

Fixed

• Transaction category changes no longer affect account balance (GitHub issue #3)
• Inline category editor now works properly on transactions page
• Fixed double debit bug when updating transaction categories

Fixed

• Fixed Version001000018 cleanup migration: getPrefix() error and NOT NULL boolean columns
• All migrations now use system config to get table prefix
• All boolean columns now nullable across all migrations

Fixed

• Database migration error for existing installations: Recreate boolean columns with correct defaults
• Fixes columns is_settled, is_active, is_split, and apply_on_import that were created with incorrect defaults

Fixed

• Database migration error: Boolean column defaults must be integers (0/1) not boolean literals (false/true)
• Fixed migrations 001000011, 001000012, 001000015, and 001000016

Fixed

• Category spending API returning 412 error (missing route and CSRF token header)

Added

• Transaction matching for transfer detection between accounts
• Automatic detection of potential transfer matches (same amount, opposite type, within 3 days)
• Link/unlink transactions as transfer pairs
• Visual indicator for linked transactions in transaction list
• Bulk "Match All" feature for batch transaction matching
• Auto-links transactions with exactly one match
• Manual review modal for transactions with multiple potential matches
• Undo option for auto-matched pairs
• Pagination controls at bottom of transaction table for easier navigation

Changed

• App icon updated to piggy bank design for better theme compatibility

Fixed

• PHP 8 deprecation warning: optional parameter declared before required parameters in ReportService
• Transaction page pagination not loading subsequent pages (page parameter was missing from API requests)
• Category creation failing with "updatedAt is not a valid attribute" error (added missing column)

Fixed

• Removed deprecated app.php (IBootstrap handles all bootstrapping)
• Boolean columns made nullable to avoid DBAL compatibility issues across databases

Fixed

• Boolean columns made nullable to avoid DBAL compatibility issues across databases

Fixed

• Database index naming collision that prevented installation
• Boolean column default values incompatible with Nextcloud DBAL

Fixed

• Database index naming collision that prevented installation

Added

• Multi-account management with support for multiple currencies
• Transaction tracking with advanced filtering and search
• Bank statement import (CSV, OFX, QIF formats)
• Automatic vendor matching during import
• Custom import rules for auto-categorization
• Hierarchical categories with drag-and-drop reordering
• Balance forecasting with trend analysis and scenario modeling
• Recurring bill detection and due date monitoring
• Savings goals with progress tracking and achievement forecasting
• Reports and charts for spending patterns, income, and cash flow
• Full data export/import for instance migration
• Audit logging for all financial actions

Fixed

• Missing deleteByTag() method in TransactionTagMapper causing HTTP 500 errors when deleting categories with tag sets
• Categories with subcategories can now be deleted recursively - cascade delete now removes all child categories and their tag sets automatically

Fixed

• Remove vendor/tecnickcom/tcpdf/tools/.htaccess that was causing integrity check failures
• File was being blocked/removed by server security policies during installation
• Directory security is already handled by Nextcloud's web server configuration

Fixed

• Include hidden files (.htaccess) in package signature
• Fixes FILE_MISSING error for vendor/tecnickcom/tcpdf/tools/.htaccess

Fixed

• App package now includes all required files (lib/ and vendor/ directories) in code signature
• Fixes integrity check errors when installing from app store

Added

• Password protection feature for enhanced app security
• Optional password required to access the budget app (secondary protection layer)
• User-configurable password (minimum 6 characters) set via Settings > Security
• Session management with configurable timeout (15/30/60 minutes of inactivity)
• Auto-lock after inactivity period with activity monitoring on user interactions
• Manual lock button in navigation when password protection is enabled
• Failed attempt tracking: 5 failed attempts triggers 5-minute account lockout
• Session tokens (64-character random tokens) stored securely in localStorage
• Password hashing using bcrypt via PHP's password_hash() with PASSWORD_DEFAULT
• Change password and disable protection options (requires current password verification)
• Rate limiting on auth endpoints (5-10 requests per minute depending on endpoint)
• Modal UI for password entry with error handling and validation
• New database table budget_auth for password and session management
• RESTful API endpoints: /api/auth/status, /api/auth/setup, /api/auth/verify, /api/auth/lock, /api/auth/extend, /api/auth/disable, /api/auth/password
• Factory reset feature to restore app to empty state
• Deletes ALL user data (accounts, transactions, bills, categories, settings, pension data, shared expenses, etc.)
• Preserves audit logs for compliance purposes
• Danger Zone section in settings page with prominent warnings
• Requires typing "DELETE" (case-sensitive) to confirm
• Password confirmation required via Nextcloud's built-in security
• Rate limited to 3 attempts per 5 minutes to prevent abuse
• Database transaction ensures all-or-nothing deletion (rollback on error)
• Gracefully handles missing database tables for features not yet used
• Audit trail logged with counts of deleted items per entity type

Fixed

• Dashboard crashing with "Cannot read properties of undefined (reading 'filter')" error
• updateBudgetProgressWidget() now validates categories parameter is an array before filtering
• Budget API response handling now properly handles null responses with fallback to empty categories array
• Password protection setup failing with "Entity which should be updated has no id" error
• Auth entity id property access level changed from protected to public (required by Nextcloud Entity framework)
• Database migration added to recreate budget_auth table with auto-increment id as primary key
• user_id changed from primary key to unique index for proper ORM compatibility
• CSV import failing with "Date is required" error on all rows
• Column mapping dropdowns sending array indices (0, 1, 2) instead of column names ("Date", "Amount", "Description") to backend
• Auto-detection of CSV columns not working after upload
• TransactionNormalizer now skips non-column mapping fields (boolean config flags) to prevent lookup errors
• PDF report exports appearing corrupted (TCPDF library not installed)
• ReportExporter falling back to JSON export when PDF format requested
• Application.php now loads composer autoloader to ensure TCPDF and other dependencies are available

Added

• Configurable dashboard layout with drag-and-drop tile reordering (GitHub issue #9)
• Lock/Unlock Dashboard toggle to enable/disable tile reordering
• Remove tiles by clicking X button (appears on hover when unlocked)
• Add hidden tiles back via "Add Tiles" dropdown menu
• Visual feedback: grab cursor, hover lift effect, drop indicators, and fade-in animations
• Dashboard customization works on desktop; touch devices show lock toggle only
• All dashboard layout changes persist automatically to backend
• Configurable transaction table columns - show/hide Date, Description, Vendor, Category, Amount, and Account columns
• Gear icon in transaction table header to access column visibility settings
• Column visibility preferences persist across sessions via settings API
• Vendor column added to transaction table with inline editing support
• 10 new dashboard tiles (Phase 1 - hidden by default, zero performance impact):
• Hero Tiles: Savings Rate, Cash Flow, Budget Remaining, Budget Health
• Widget Tiles: Top Spending Categories, Account Performance, Budget Breakdown, Savings Goals Summary, Payment Methods, Reconciliation Status
• All new tiles use existing data (no additional API calls required)
• New tiles available via "Add Tiles" dropdown for user opt-in
• 8 additional dashboard tiles with lazy loading (Phase 2 - fully implemented):
• Hero Tiles: Uncategorized Count (shows count of uncategorized transactions), Low Balance Alert (alerts when accounts below threshold)
• Widget Tiles: Monthly Comparison (current vs previous month table), Large Transactions (top 10 by amount), Weekly Spending, Unmatched Transfers, Category Trends, Bills Due Soon
• Lazy loading system: Phase 2+ tiles only fetch data when made visible by user
• Modified applyDashboardVisibility() to support async lazy loading
• All Phase 2 tiles hidden by default, minimal performance impact (load on-demand only)
• 8 advanced dashboard tiles with charts and complex calculations (Phase 3 - fully implemented):
• Hero Tiles: Burn Rate (shows days until balance hits zero at current spend rate), Days Until Debt Free (estimated payoff timeline using avalanche strategy)
• Widget Tiles: Cash Flow Forecast (90-day projected balance chart), Year-over-Year Comparison (annual spending comparison), Income Tracking (expected vs received income with progress bars), Recent Imports (last 3 file imports), Rule Effectiveness (auto-categorization statistics), Spending Velocity (current week vs average)
• Chart.js integration for Cash Flow Forecast and Year-over-Year Comparison widgets
• Chart instance management with proper cleanup when tiles are hidden
• All Phase 3 tiles hidden by default with lazy loading for optimal performance
• Quick Add Transaction widget for fast transaction entry directly from dashboard (Phase 4 - fully implemented):
• Inline form with essential fields: Date, Account, Type, Amount, Description, and optional Category
• Real-time validation with helpful error messages displayed inline
• Automatic dropdown population for accounts and categories
• Submit button to add transaction via /api/transactions POST endpoint
• Clear button to reset form to default state
• Success/error messages with auto-hide for success (3 seconds)
• Auto-refresh of transactions and dashboard after successful add
• Today's date auto-populated as default
• Compact single-column layout optimized for dashboard widget display
• All 28 new dashboard tiles (8 hero + 20 widget) now complete and available via "Add Tiles" dropdown
• Completed 4-phase rollout: Phase 1 (10 tiles, existing data), Phase 2 (8 tiles, lazy loaded), Phase 3 (8 tiles, charts), Phase 4 (1 interactive tile)
• "Add Tiles" dropdown now organized by categories to reduce overwhelm:
• Categories: Insights & Analytics, Budgeting, Forecasting, Transactions, Income, Debts, Goals, Bills, Alerts, Interactive
• Each category shows as a collapsible section with header
• Hero tiles display "Hero" badge to distinguish from regular widget tiles
• Categories only appear if they contain hidden tiles

Changed

• Removed redundant category dropdown and categorize button from bulk actions panel (use Edit Fields modal instead)
• Improved visibility of column configuration gear icon with grey background and white icon color

Fixed

• Bulk edit modal appearing in top-left corner instead of centered on screen
• Category dropdown in inline edit was too narrow and cutting off category names
• Dashboard tile order not persisting after page refresh

Fixed

• Background job ArgumentCountError flooding logs: "Too few arguments to function BillReminderJob::__construct()"
• All background jobs (BillReminderJob, CleanupImportFilesJob, NetWorthSnapshotJob, CleanupAuditLogsJob) now use lazy dependency injection via Server::get()
• Removed manual background job service registrations that weren't used by Nextcloud's cron system

Added

• SettingService to properly wrap SettingMapper following architectural patterns
• Convenient methods for user settings: get(), set(), getAll(), delete(), exists()

Fixed

• Account balances showing scientific notation (e.g., 9.9920072216264e-15) due to floating-point precision errors
• Balance calculations now use BCMath for precise decimal arithmetic via MoneyCalculator
• TransactionService, NetWorthService, and DebtPayoffService now prevent precision loss during calculations
• Migration added to automatically clean up existing balances with precision errors

Changed

• AccountMapper.updateBalance() now accepts both float and string parameters for better precision handling
• All balance arithmetic operations now use string-based BCMath calculations internally

Fixed

• Transaction category changes no longer affect account balance (GitHub issue #3)
• Inline category editor now works properly on transactions page
• Fixed double debit bug when updating transaction categories

Fixed

• Fixed Version001000018 cleanup migration: getPrefix() error and NOT NULL boolean columns
• All migrations now use system config to get table prefix
• All boolean columns now nullable across all migrations

Fixed

• Database migration error for existing installations: Recreate boolean columns with correct defaults
• Fixes columns is_settled, is_active, is_split, and apply_on_import that were created with incorrect defaults

Fixed

• Database migration error: Boolean column defaults must be integers (0/1) not boolean literals (false/true)
• Fixed migrations 001000011, 001000012, 001000015, and 001000016

Fixed

• Category spending API returning 412 error (missing route and CSRF token header)

Added

• Transaction matching for transfer detection between accounts
• Automatic detection of potential transfer matches (same amount, opposite type, within 3 days)
• Link/unlink transactions as transfer pairs
• Visual indicator for linked transactions in transaction list
• Bulk "Match All" feature for batch transaction matching
• Auto-links transactions with exactly one match
• Manual review modal for transactions with multiple potential matches
• Undo option for auto-matched pairs
• Pagination controls at bottom of transaction table for easier navigation

Changed

• App icon updated to piggy bank design for better theme compatibility

Fixed

• PHP 8 deprecation warning: optional parameter declared before required parameters in ReportService
• Transaction page pagination not loading subsequent pages (page parameter was missing from API requests)
• Category creation failing with "updatedAt is not a valid attribute" error (added missing column)

Fixed

• Removed deprecated app.php (IBootstrap handles all bootstrapping)
• Boolean columns made nullable to avoid DBAL compatibility issues across databases

Fixed

• Boolean columns made nullable to avoid DBAL compatibility issues across databases

Fixed

• Database index naming collision that prevented installation
• Boolean column default values incompatible with Nextcloud DBAL

Fixed

• Database index naming collision that prevented installation

Added

• Multi-account management with support for multiple currencies
• Transaction tracking with advanced filtering and search
• Bank statement import (CSV, OFX, QIF formats)
• Automatic vendor matching during import
• Custom import rules for auto-categorization
• Hierarchical categories with drag-and-drop reordering
• Balance forecasting with trend analysis and scenario modeling
• Recurring bill detection and due date monitoring
• Savings goals with progress tracking and achievement forecasting
• Reports and charts for spending patterns, income, and cash flow
• Full data export/import for instance migration
• Audit logging for all financial actions