FinTrack - Releases

Fixed

• Income/expense in base currency. transactionAmountInBase() (used by getAccountIncomeInBase/ExpenseInBase, reports, category breakdown) takes the currency from the transaction's account and uses the stored snapshot rate only when the row's currency matches it; mislabelled rows fall back to the live rate. Balances, income and expense now agree.
• Data repair (migration 1016). Transactions whose currency differs from their account's (old CSV imports) get the account's currency and a NULL conversion rate. Amounts and all other rows are untouched; idempotent; failures are logged and skipped, never blocking the upgrade.
• Base-currency account value. getAccountBalanceInBase() now computes the native account balance and converts it once into the base currency (was summing per-transaction conversions using each row's own currency/rate, which mixed currencies).
• Base currency is always rate 1. getRate() ignores a stale stored rate on the configured base currency (left over after changing base currency).
• 10-year report chart. getReportMonths() keeps the final boundary month (cap 121, not 120); the trend chart shrinks column gaps and shows fewer labels on long ranges, and month columns get min-width: 0 so bars stay visible.

Added

• Automatic pre-update backup. Before any database migration runs during an app update, each user's FinTrack data is saved to /fintrack/backup/fintrack-pre-update-from-<old version>-<time>.json in their Files. It is the normal backup format (backupFormat 2, secrets sealed with ICrypto), so Settings → Restore Backup can load it directly. Works on the old schema (TransactionService::findAllForBackup() no longer needs deleted_at in SQL), all-or-nothing per user, skipped on fresh installs and for users without data, and never blocks the update.

Added — Phase 1: PWA UI layout & alignment

• Login/PIN screens now vertically centered in the viewport, not just horizontally.
• Accounts, Categories, Budgets, Transfers: list rows now lay out in a responsive grid (.list-grid, same auto-fill/minmax pattern as the dashboard's stat cards) instead of one stacked column, so wide desktop screens actually get used — still collapses to a single column on mobile.
• Accounts page: account icon/emoji now renders next to the account name (icon was already a form field and saved correctly, it just was never displayed in the list — Categories already did this correctly, Accounts now matches it).
• Search/filter boxes added to the top of the Accounts and Categories pages for live client-side filtering by name.
• Settings → About App: GitHub/PayPal/Ko-fi buttons now share one .ft-btn-link class (uniform padding, border-radius, min-width) — previously GitHub used .ft-btn-outline's sizing while the other two had their own smaller inline padding.
• Currencies → Edit Currency modal: now shows "Last updated: …" under the conversion-rate field (reusing the same fx_last_rate_ts_* settings keys the Transfer and New Transaction forms already read), updated live after a successful "Fetch live rate".

Added — Phase 2: Offline caching

• Service worker precache completed: every icon size the manifest references (72–512px, maskable, apple-touch-icon) is now precached, not just 192/512 — icons could previously 404 offline even though the app shell itself loaded fine.
• Audited offline login/PIN/session flow (bootstrap → renderPinUnlock → FT_PIN.tryUnlock → enterApp): this was already built correctly — PIN unlock tries the local IndexedDB-encrypted decrypt first and only touches the network as a secondary check, session/settings-refresh calls are all wrapped so a network failure never throws past them, and the offline-inactivity wipe check reads purely from IndexedDB. No changes needed here beyond the icon caching above.
• Deliberately not caching API responses (/index.php/...) in Service Worker Cache Storage, despite "API entry points" being requested — that data is financial and already has a correct, secure offline story via encrypted IndexedDB (see pwa-db.js/pwa-crypto.js); caching it as plaintext HTTP responses in Cache Storage as well would be a real security regression, not just a style choice, so this file keeps that boundary intact.
• Service worker cache bumped again (v6 → v7).

Added

• Upcoming Recurring card on the Dashboard. Shows the next 3–5 recurring transactions due in the next 5 days (including anything already overdue), with a relative due label (Today/Tomorrow/In Nd/Overdue Nd) and a one-click "Post" from the Recurring page's row action. Empty state shown when nothing is due in the window.
• Rule-based auto-categorization on CSV import. New "Auto-Categorization Rules" section in Settings → Data Management: an ordered list of pattern → category rules. On import, any row without a category has its description checked against these rules (first case-insensitive substring match wins) and is categorized automatically; rows with an explicit category are left untouched. The import result toast now reports how many rows were auto-categorized. New endpoints: GET/POST /api/category-rules.
• Automatic backup before Reset All Data. Before a reset deletes anything, a full JSON snapshot of the user's data is now written to Nextcloud Files at /fintrack/backup/fintrack-backup-<timestamp>.json. If that write fails (permissions, quota, etc.), the reset still proceeds but the browser downloads the same JSON snapshot instead, so the data is never lost silently. The reset confirmation dialog now explains this.