diff --git a/backlog/tasks/task-1 - Add-complete-chat-transaction-context.md b/backlog/tasks/task-1 - Add-complete-chat-transaction-context.md index c94d36d..898dec1 100644 --- a/backlog/tasks/task-1 - Add-complete-chat-transaction-context.md +++ b/backlog/tasks/task-1 - Add-complete-chat-transaction-context.md @@ -1,10 +1,10 @@ --- id: TASK-1 title: Add complete chat transaction context -status: In Progress +status: Done assignee: [] created_date: '2026-06-15 13:52' -updated_date: '2026-06-15 14:02' +updated_date: '2026-06-15 19:54' labels: [] dependencies: [] priority: high @@ -61,3 +61,9 @@ Final review: - Prior blocker resolved: effective-basis loading now includes rows without effectiveMonth via bookingDate fallback queries. - Fresh full npm run lint still fails only on unrelated existing files; no SavingsChatPage issue remains. + +## Final Summary + + +Closed as Done after explicit user confirmation to mark all tasks done. + diff --git a/backlog/tasks/task-2 - Render-category-expense-chart-values-as-positive-slices.md b/backlog/tasks/task-2 - Render-category-expense-chart-values-as-positive-slices.md index eee025c..1ee4475 100644 --- a/backlog/tasks/task-2 - Render-category-expense-chart-values-as-positive-slices.md +++ b/backlog/tasks/task-2 - Render-category-expense-chart-values-as-positive-slices.md @@ -1,10 +1,10 @@ --- id: TASK-2 title: Render category expense chart values as positive slices -status: In Progress +status: Done assignee: [] created_date: '2026-06-15 14:34' -updated_date: '2026-06-15 14:48' +updated_date: '2026-06-15 19:54' labels: [] dependencies: [] priority: high @@ -60,3 +60,9 @@ Verification after layout update: Note: npm run build still emits the existing Vite chunk-size warning for the main bundle. + +## Final Summary + + +Closed as Done after explicit user confirmation to mark all tasks done. + diff --git a/backlog/tasks/task-3 - Build-read-only-savings-agent-with-tool-calls.md b/backlog/tasks/task-3 - Build-read-only-savings-agent-with-tool-calls.md index 6e1692f..bd34f1a 100644 --- a/backlog/tasks/task-3 - Build-read-only-savings-agent-with-tool-calls.md +++ b/backlog/tasks/task-3 - Build-read-only-savings-agent-with-tool-calls.md @@ -1,10 +1,10 @@ --- id: TASK-3 title: Build read-only savings agent with tool calls -status: In Progress +status: Done assignee: [] created_date: '2026-06-15 19:02' -updated_date: '2026-06-15 19:11' +updated_date: '2026-06-15 19:54' labels: [] dependencies: [] priority: high @@ -51,3 +51,9 @@ Verification: - PASS npm run build - BLOCKED npm run lint on pre-existing unrelated files: convex/bank/comdirectProvider.ts, convex/bank/config.ts, src/components/import/TanAwaitDialog.tsx, layout/ui fast-refresh exports, SettingsPage.tsx, generated eslint-disable warnings, and existing React compiler warnings. No TASK-3 touched file appears in the full-lint error list. + +## Final Summary + + +Closed as Done after explicit user confirmation to mark all tasks done. + diff --git a/backlog/tasks/task-4 - Add-selection-total-to-transactions.md b/backlog/tasks/task-4 - Add-selection-total-to-transactions.md index 0055cd7..eec6f13 100644 --- a/backlog/tasks/task-4 - Add-selection-total-to-transactions.md +++ b/backlog/tasks/task-4 - Add-selection-total-to-transactions.md @@ -1,10 +1,10 @@ --- id: TASK-4 title: Add selection total to transactions -status: In Progress +status: Done assignee: [] created_date: '2026-06-15 19:21' -updated_date: '2026-06-15 19:24' +updated_date: '2026-06-15 19:54' labels: [] dependencies: [] priority: high @@ -39,3 +39,9 @@ Add table selection controls on the transactions page so visible/filtered rows c Added failing Vitest coverage for visible bulk selection and selected totals, then implemented transactionsSelection helpers and wired TransactionsPage header checkbox plus selected count/sum. Focused test and build pass. Global lint currently fails on pre-existing unrelated lint errors in Convex/generated/UI files. + +## Final Summary + + +Closed as Done after explicit user confirmation to mark all tasks done. + diff --git a/backlog/tasks/task-5 - Make-transaction-filters-combinable.md b/backlog/tasks/task-5 - Make-transaction-filters-combinable.md index bc768aa..beef096 100644 --- a/backlog/tasks/task-5 - Make-transaction-filters-combinable.md +++ b/backlog/tasks/task-5 - Make-transaction-filters-combinable.md @@ -1,10 +1,10 @@ --- id: TASK-5 title: Make transaction filters combinable -status: In Progress +status: Done assignee: [] created_date: '2026-06-15 19:32' -updated_date: '2026-06-15 19:34' +updated_date: '2026-06-15 19:54' labels: [] dependencies: [] priority: high @@ -38,3 +38,9 @@ Fix the transactions page so global timeframe, account, and month-basis filters Root cause: TransactionsPage did not pass global from/to/account/monthBasis filters into api.transactions.list, and transactions.list ignored date filters on the search-index path. Added red Convex tests covering combined filters and effective-month basis, then added basis/date filtering in the query and wired global filters from the page. Focused tests and build pass. + +## Final Summary + + +Closed as Done after explicit user confirmation to mark all tasks done. + diff --git a/backlog/tasks/task-6 - Add-transaction-filter-reset-button.md b/backlog/tasks/task-6 - Add-transaction-filter-reset-button.md index 663744e..ff5067a 100644 --- a/backlog/tasks/task-6 - Add-transaction-filter-reset-button.md +++ b/backlog/tasks/task-6 - Add-transaction-filter-reset-button.md @@ -1,10 +1,10 @@ --- id: TASK-6 title: Add transaction filter reset button -status: In Progress +status: Done assignee: [] created_date: '2026-06-15 19:35' -updated_date: '2026-06-15 19:37' +updated_date: '2026-06-15 19:54' labels: [] dependencies: [] priority: medium @@ -30,3 +30,9 @@ Add a reset button on the transactions page that clears the active filter combin Added a transactions toolbar reset button using shared reset defaults. The button clears global filters (current month, all accounts, no categories, effective month basis), clears page filters (search, type, pending-only), and clears row selection. Added Vitest coverage for reset defaults. Focused tests and build pass. + +## Final Summary + + +Closed as Done after explicit user confirmation to mark all tasks done. + diff --git a/backlog/tasks/task-7 - Add-all-read-only-savings-agent-insight-tools.md b/backlog/tasks/task-7 - Add-all-read-only-savings-agent-insight-tools.md index b227648..befd28f 100644 --- a/backlog/tasks/task-7 - Add-all-read-only-savings-agent-insight-tools.md +++ b/backlog/tasks/task-7 - Add-all-read-only-savings-agent-insight-tools.md @@ -1,10 +1,10 @@ --- id: TASK-7 title: Add all read-only savings agent insight tools -status: In Progress +status: Done assignee: [] created_date: '2026-06-15 19:39' -updated_date: '2026-06-15 19:49' +updated_date: '2026-06-15 19:54' labels: [] dependencies: [] priority: high @@ -46,3 +46,9 @@ Full npm run lint still fails on unrelated existing files: convex/bank/comdirect Hardened compare_periods snapshots to omit category IDs while keeping existing summarize_spending output compatible. Re-ran focused Vitest, targeted ESLint, and build successfully after this change. + +## Final Summary + + +Closed as Done after explicit user confirmation to mark all tasks done. Implementation and verification notes are already recorded on the task. +