Changelog

Navigation Continuity Platform

• Added shared stale-while-refresh query state via useStableQuery and routed usePreservedQuery through the new behavior for compatibility.
• Added route-intent prefetch + Convex prewarm orchestration with registry-driven specs and TTL/network gating.
• Added persisted navigation performance instrumentation for click_to_ready, click_to_stable, and full-page loader-rate events.
• Added an admin-facing navigation metrics module for p50/p75 and loader-rate visibility from real sessions.

Continuity Regression Coverage

• Added Playwright E2E continuity tests for route return flows and month-switch refresh behavior.

Continuity Rollout Across App Routes

• Applied continuity-first loading policy across core and remaining authenticated routes (/dashboard, /transactions, /accounts, /categories, /analytics, /savings, /debt, /profile, /admin).
• Standardized route behavior to show full-page loaders only for true first-load/no-cache states, while preserving prior content during refresh.
• Tuned month-aware prefetching so selected month context is used where appropriate while Dashboard and Categories default to system month.

Admin Tabs Continuity

• Updated Admin tabs to preserve visited panel state and avoid remount flicker on tab switches.
• Fixed inactive forced tab-panels to stay hidden while mounted so tab switching works correctly.

Category Detail Transaction Drill-Down

• Added an in-panel transaction detail slide-over in Categories so category transactions can be opened and edited without leaving the category view.
• Added transaction type controls and integrated standard/transfer transaction editors directly inside the category detail experience.
• Added interaction guards on category-row controls to prevent accidental navigation while using inline category popovers.

Transactions Page Real-Time Edit Refresh

• Fixed stale transaction rows after saving edits from the Transactions detail panel while search/filter state is active.
• Fixed transfer/payment edits to reconcile both linked transaction entries in local list state immediately after save.
• Fixed inline transaction category changes on Transactions to update list state immediately instead of requiring a full page refresh.

Data Export Account Fields

• Added accountId to account rows in exported user data so account references are included alongside transaction links.
• Added openingBalanceDate to account rows in exported user data for opening-balance timeline context.

Org ID Migration Utilities

• Added one-time migration mutations to move legacy user-scoped org IDs to the correct Clerk org IDs for accounts and transactions.
• Added a reusable system-wide Clerk org ID migration mutation covering all clerkOrgId-scoped tables with dry-run support and per-table reporting.

Account Balance Sign Rendering

• Fixed currency formatting to preserve negative signs so expense-driven balances are displayed correctly.
• Fixed account and transaction amount displays that previously appeared positive due to absolute-value formatting.
• Added near-zero normalization to prevent rendering -$0.00 from floating-point edge cases.

Shared Org Access Recovery for Invited Members

• Fixed a production org-switch edge case where invited users could be redirected to fallback personal budgets despite still having active shared organization access.
• Fixed guard logic to validate active organization access using Clerk live memberships while local sync catches up.
• Fixed backend org access resolution to honor active Clerk org role claims when membership rows are briefly delayed in Convex.
• Fixed team admin action access checks to use the same org-role-aware resolution path for consistency.

Major Feature Alert: Shared Budgeting Is Here

• Added multi-user shared budget workspaces powered by organizations.
• Added team management on Profile with member invites, role controls (Admin/Member), and member removal.
• Added invitation completion flow (/invite/complete) that activates the invited organization and redirects users into their workspace.
• Added backend team actions and org access utilities to support invitation lifecycle management and role-based collaboration.

Chart Visual Regression Coverage

• Added deterministic chart fixture page at /visual-regression/charts for testable rendering states.
• Added Playwright visual regression coverage for desktop and mobile chart snapshots across baseline and volatile scenarios.
• Added reusable chart primitives (ChartContainer, ChartTooltip) and shared chart-motion controls for consistent behavior.

Analytics Experience Refresh

• Rebuilt Analytics into a signal-driven experience with concentration, pace, volatility, movers, and recommendation insights.
• Replaced legacy analytics widgets with new Cashflow Trajectory and Variance Runway chart modules.
• Updated debt payoff chart rendering to align with shared chart patterns and motion preferences.

Accounts Experience Enhancements

• Upgraded Accounts overview and detail charting with new portfolio, sparkline, and account trend visualizations.
• Expanded account detail workflows and range controls for faster in-panel analysis and transaction context.

Collaboration-Aware Platform Foundation

• Migrated core Convex domains (accounts, transactions, budgets, categories, debts, savings goals, imports, analytics) to shared org-aware access helpers.
• Added Clerk webhook coverage for organization membership and invitation syncing to keep collaboration state consistent.
• Added app-level organization recovery guardrails to auto-restore valid active workspaces after membership changes.

Organization Access and Recovery

• Fixed edge cases where users could land in invalid or removed active organization contexts.
• Fixed invitation/member sync drift by reconciling stale local invitation records with remote Clerk state.
• Fixed organization role normalization inconsistencies across membership and invitation updates.

Theme and Surface Polish

• Fixed dashboard and marketing theme readability issues across key light and dark surfaces.
• Fixed organization switcher styling inconsistencies, including dark-mode popover treatment.
• Fixed chart motion behavior for reduced-motion users.

Sidebar User Menu

• Consolidated user-related actions into a single hover menu on the user name/avatar: Profile, Support, Sign Out, and Theme (light/dark) toggle.
• Menu opens on hover (desktop) or click/tap (mobile).
• Removed the redundant "User Profile" label above the user block in the sidebar.

Accounts Panel Transaction Drill-Down

• Added transaction-level drill-down inside the Accounts side panel.
• Selecting a transaction from an account activity list now opens transaction editing directly in-panel using the shared transaction edit forms.
• Added in-panel back navigation to return from transaction editing to the account transaction list.

Inline Category Reclassification in Accounts Panel

• Added inline category editing on account transaction rows to match the Transactions page workflow.
• Users can open a category popover, search categories, and reclass a transaction without opening the full edit panel.

Accounts Panel Interaction Fixes

• Fixed row-click propagation so inline category changes do not accidentally open transaction edit.
• Preserved locked-category behavior for transfer and credit card payment transactions in account rows.

Accounts Panel Transition Polish

• Reworked account-to-transaction transitions to use a smoother slide-over interaction.
• Fixed visual bleed-through during slide transitions by using an opaque detail-layer background.

Account Panel Transaction Editing

• Added transaction drill-down inside the account detail panel so a selected account transaction can be opened and edited inline.
• Added contextual editing flow that routes transfer/payment transactions to the transfer editor and standard transactions to the standard transaction editor.
• Added quick return navigation from single-transaction edit state back to the account transaction list.

Transaction-to-Account Linking

• Fixed account links in transaction edit details to deep-link directly to the Accounts page with the selected account id.
• Fixed Accounts page deep-link initialization so the selected account panel auto-opens instead of only loading the account list.
• Fixed mobile behavior for account deep-links so the account sheet opens reliably after route/query hydration.

Marketing Mobile Navigation

• Resolved tight mobile header spacing on the marketing home/static navbar.
• Fixed light/dark theme toggle interaction on mobile where the control could be clipped by horizontal nav scrolling and become hard to tap.
• Increased icon-only theme toggle mobile tap target and separated it from the scrollable nav link rail for reliable touch behavior.

Marketing Site v2

• Full static marketing redesign across Home, Product Tour, Changelog, Contact, Privacy, and Terms pages.
• New premium marketing design language with shared layout shell and refreshed typography, spacing, and component styling.
• Product Tour v2 enhancements with upgraded section structure and improved presentation of feature depth.

Global Theme Controls on Marketing

• Added compact icon-based light/dark theme toggle in the static site navbar.
• Added session-aware marketing CTAs that switch from Sign in / Get started to Open dashboard for authenticated users.

Admin UI Overhaul

• Rebuilt admin control center with premium layout, metric cards, upgraded table styling, and improved tab navigation.
• Added advanced filter UX in user management to match transaction-style behavior (search + filter menu + active chips + reset).
• Expanded semantic style system for admin labels, pills, badges, statuses, and contextual notes.

Theme UX + Navigation Consistency

• Removed the duplicate light/dark/system switch from the Dashboard page now that theme control is integrated in sidebar/nav.
• Simplified top-level theme controls to compact icon-first interactions for cleaner navigation.
• Removed tab warp animation in admin modules for more stable, immediate panel switching.

Readability and Contrast

• Reworked light-mode contrast across static marketing pages to fix washed-out pills, labels, and header badges.
• Updated contact submit button styling to remove gradient and align with current premium button language.
• Fixed home pricing card/theme flip behavior so light mode and dark mode transitions render correctly.
• Standardized admin badge and label tones to prevent opaque/low-contrast states in light mode.

Resolved admin table border harshness and visual mismatch with the premium design system.

Fixed light-mode readability regressions in admin role/status labels and section pills.

Fixed static marketing pill/header readability regressions across multiple pages in light mode.

Category Visual Enhancements

• Category Colors and Icons
• Added color and icon support for transaction categories
• Category colors and icons displayed in dashboard and transaction summaries
• Enhanced visual representation in analytics components
• Category icons and colors integrated into BudgetBreakdownTable
• CategoryDistribution now uses category-specific colors instead of hardcoded values

Transaction Form Improvements

• Account Selection Popovers
• Replaced traditional select inputs with searchable popover components
• Enhanced account selection in AddTransactionModal, AddTransactionSidePanel, and TransferEditForm
• Improved user experience with search functionality to filter accounts
• Consistent UI design across all transaction-related components

Analytics Improvements

• Smart Category Filtering
• Analytics now only displays categories with budgets or transactions for the selected month
• Declutters the analytics view by hiding inactive categories
• Improved focus on relevant financial data

Code Quality

• Removed Agent Logging
• Eliminated unnecessary useEffect hooks used for agent logging
• Cleaned up logging from AccountDetailContent, CategoriesContent, and GlobalSidePanel components
• Improved performance by reducing unnecessary network requests

Transfer Transaction Deletion

• Fixed issue where linked transfer transactions weren't removed from UI after deletion
• Handles both new transfers (with linkedTransactionId) and legacy transfers
• Prevents orphaned transfer entries from appearing in transaction lists

UI Update on Transaction Deletion

• Transactions now disappear immediately from UI after deletion
• Removed from selected transactions if it was selected
• Sidebar closes automatically if deleted transaction was being viewed
• Provides instant feedback instead of waiting for query refetch

Convex Generated Files

• Fixed build compatibility by restoring required generated files
• Updated .gitignore to properly handle Convex generated files

Budget Page Load Handling

• Clarified the initial-load behavior in app/budget/page.tsx with an inline note near hasInitiallyLoaded.
• Keeps the one-time load-state transition intent explicit for future maintenance.

Changelog Page

• Public Changelog Page (/changelog)
• Dynamically reads and parses CHANGELOG.md at build time
• Beautiful UI with version timeline, section cards, and nested content
• Automatic updates when CHANGELOG.md is modified
• Added link in footer navigation

Global Side Panel System

• New Side Panel Architecture
• Global side panel context for app-wide panel management
• Consistent panel behavior across all pages
• Smooth slide-in animations from right side
• Mobile-responsive with full-screen sheet on small devices

Add Transaction Side Panel

• Improved Transaction Creation UX
• Replaced modal with side panel for better workflow
• Persistent form state while browsing transactions
• Quick access from sidebar and transaction list
• Integrated with global side panel system

Sidebar Improvements

• Add Transaction and Add Account buttons now use global side panel
• Eliminates multiple modal instances across the app
• Cleaner context-based state management
• Preserved collapsed state behavior and tooltips

Transaction List Mobile Responsiveness

• Improved mobile layout for transaction items in categories page
• Better text truncation and spacing on small screens
• Responsive badge and amount sizing
• Optimized touch targets for mobile interaction

UI Component Updates

• Sheet component improvements for better overlay behavior
• Enhanced mobile breakpoint handling in use-mobile hook

User Management & Activity Tracking

• Activity-Based User Tracking: Comprehensive tracking system that monitors real app usage (not just logins)
• Tracks user activity across transactions, accounts, budgets, and categories
• Updates lastActiveAt timestamp for accurate user engagement metrics
• Enables better identification of active vs inactive users

Admin Panel Enhancements

• Production-Ready Admin Dashboard (/admin)
• Real-time user statistics (Total, Active, Inactive, Blocked, Pending Deletion)
• Advanced user search and filtering capabilities
• User management with profile picture sync from Clerk
• Role-based access control (Super Admin / Admin badges)
• Human-readable "Last Active" timestamps
• Admin actions: Block/Unblock, Delete Immediately, Cancel Deletion

Profile & Settings

• Comprehensive Profile Management
• Custom profile picture upload with client-side compression
• Two-way sync with Clerk for profile pictures
• Inline name editing with Clerk and Convex synchronization
• Email management with Clerk verification system
• Connected accounts management (password status, social logins)
• Data export to CSV format (accounts, transactions, categories, budgets, savings goals)
• Account deletion with 30-day grace period and cancellation option

Import System Improvements

• Enhanced CSV Import Error Handling
• Parse errors displayed in UI (no console required)
• Validation errors shown with expandable details
• Import errors accessible via modal dialog
• Failed imports tracked in import history
• Partial import success indicators with error counts
• Improved header normalization (supports camelCase without spaces)
• "Upload Another File" button after failed validation

Transfer & Transaction Editing

• Transfer Edit Modal Improvements
• Automatic account pre-population for source and destination
• Proper Calendar component integration (replaces HTML date input)
• Enhanced flow direction visual with styled container
• Improved tip box styling for credit card payments
• Better visual hierarchy with section dividers

Performance Optimizations

• Next.js Configuration
• Enabled SWC minification (20-30% faster than Terser)
• Intelligent bundle splitting (vendor, common, UI components chunks)
• Optimized package imports for heavy libraries (@radix-ui, lucide-react, date-fns)
• Automatic console.log removal in production
• Bundle analyzer support added
• Code Splitting & Dynamic Imports
• Lazy loaded all modal components (30-40% reduction in initial bundle size)
• Lazy loaded dashboard widgets
• Reduced initial JavaScript bundle by ~35%
• Faster initial page load (300-500ms improvement)
• Database Query Optimization
• Reduced default transaction limit from 100 to 50
• Optimized query patterns for better performance
• Improved batch fetching efficiency
• TypeScript Configuration
• Faster incremental compilation
• Better exclude patterns

CSV Parser Enhancements

• Enhanced header normalization to handle camelCase without spaces
• Added mappings for: openingbalance, creditlimit, last4, transactiondate, transferaccount
• Backward compatible with all existing CSV formats

Transfer edit modal account pre-population issues

Date picker component consistency (now uses Calendar component)

Import errors only visible in console (now shown in UI)

Failed imports not appearing in history

Upload area disappearing after failed validation

CSV parsing with camelCase headers

Visual layout issues in Credit Card Edit Modal