Changelog

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

Documentation

• Added command documentation for branch and deployment workflows

Dependencies

• Updated Convex version

Code Cleanup

• Removed auto-generated TypeScript definition files (API, data model, server utilities)
• Updated .gitignore to exclude unnecessary generated files

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

New Components

• components/GlobalSidePanel.tsx - App-wide side panel container
• components/AddTransactionSidePanel.tsx - Side panel wrapper for transaction form
• components/contexts/GlobalSidePanelContext.tsx - Context for panel state management
• components/panels/AddTransactionPanelContent.tsx - Transaction form content
• components/panels/AddAccountPanelContent.tsx - Account form content

Frontend Changes

• New changelog page (app/changelog/page.tsx)
• Updated app/layout.tsx with GlobalSidePanelProvider
• Refactored app/transactions/page.tsx to use side panel
• Enhanced components/Sidebar.tsx with context-based actions
• Footer updated with changelog link (components/Footer.tsx)

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

New Dependencies

• @clerk/backend: Server-side Clerk API client for profile management

Backend Changes

• New activity tracking helper (convex/activityTracking.ts)
• Enhanced import error logging (convex/imports.ts)
• Profile management functions (convex/users.ts, convex/userActions.ts)
• Automated account deletion cron job (convex/crons.ts)
• Enhanced webhook handling for profile picture sync

Frontend Changes

• New profile page (app/profile/page.tsx)
• New dialog components: UploadProfilePictureDialog, EditEmailDialog, DeleteAccountDialog, CancelDeletionDialog
• Enhanced import page with error UI (app/import/page.tsx)
• Improved transfer edit modal (components/EditTransferModal.tsx)
• New utilities: csvExport.ts, imageUtils.ts