- Recurring service: auto-detects direct debits/subscriptions from CSV imports
using frequency analysis; manual toggle in transaction detail drawer
- Subscriptions page (/subscriptions): groups recurring payments with monthly
cost equivalents, next-payment badges, and re-scan trigger
- UK Tax page (/tax): payslips/P60 entry, income tax + NI + CGT + dividend tax
calculations, configurable rate tables per tax year (pre-seeded 2024/25 and
2025/26), editable in-app so Budget changes need no rebuild
- Migration 0006: tax_rate_configs, tax_profiles, payslips, manual_cgt_disposals
with RLS; seeds 2025/2026 rate configs for existing users
- Chart tooltip fix: all Recharts tooltips now use TOOLTIP_STYLE constant so
they render correctly across all dark/light themes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- OCR pipeline: Tesseract (images) + pdfplumber (PDFs) → AI text prompt →
rule-based regex fallback; works with any text model, not just vision models
- Scan Receipt toolbar button parses a photo and pre-fills the transaction form;
receipt image is automatically attached to the created transaction
- AI settings page: provider, API key (AES-256-GCM encrypted), custom URL,
model, and per-user debug toggle that gates the OCR/AI debug panel
- Fix CSRF cookie secure=False so HTTP deployments work; add 7-day max_age
- Fix attachment_refs missing from _to_response (attachments never appeared in UI)
- Fix multipart boundary lost when Content-Type was set manually in axios calls
- nginx: raise client_max_body_size to 15 MB, add 120s proxy timeout for OCR
- Migration 0005: add ai_debug boolean to users table
- Update README and CLAUDE.md with AI scanning docs and architecture notes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Settings → AI: optional base URL and model name fields
- Defaults to Anthropic/OpenAI public APIs when left blank
- Custom URL enables Open WebUI, LM Studio, Ollama, and any OpenAI-compatible endpoint
- Parse endpoint uses custom base URL and model if configured
- Migration 0004: ai_base_url + ai_model columns on users
- OpenAI provider label updated to "OpenAI-compatible"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Settings → AI: configure Anthropic or OpenAI provider with encrypted API key
- Sparkle button on each attachment in transaction drawer sends image/PDF to AI
- AI extracts merchant, amount, date, description, category hint
- "Apply to transaction" button patches the transaction with parsed fields
- Anthropic supports images and PDFs; OpenAI supports images only
- API key stored AES-256-GCM encrypted in users table (migration 0003)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Phase 3 — Investments:
- Multi-currency support: holdings track purchase currency, FX rates convert to base for totals
- Capital gains report using UK Section 104 pool method, grouped by tax year
- Capital Gains tab added to Reports page
Phase 5 — Polish & Hardening:
- Mobile-responsive layout: bottom nav, sidebar hidden on mobile, logo in TopBar, compact header buttons, hover-only actions now always visible on touch
- Backup system: encrypted GPG backups via backup.sh, nightly scheduler job, admin API (list/trigger/download/restore), Settings UI with drag-to-restore confirmation
- Docker entrypoint with gosu privilege drop to fix bind-mount ownership on fresh deployments
- OWASP fixes: refresh token now bound to its session (new refresh_token_hash column + migration), CSRF secure flag tied to environment, IP-level rate limiting on login, TOTPEnableRequest Pydantic schema replaces raw dict
- AES-256-GCM key rotation script (rotate_keys.py) with dry-run mode and atomic DB transaction
- CLAUDE.md added for AI-assisted development context
- README updated: correct reverse proxy port, accurate backup/restore commands, key rotation instructions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
