Mark backlog tasks complete
This commit is contained in:
@@ -1,10 +1,10 @@
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---
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---
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id: TASK-1
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id: TASK-1
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title: Add complete chat transaction context
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title: Add complete chat transaction context
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status: In Progress
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status: Done
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assignee: []
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assignee: []
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created_date: '2026-06-15 13:52'
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created_date: '2026-06-15 13:52'
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updated_date: '2026-06-15 14:02'
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updated_date: '2026-06-15 19:54'
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labels: []
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labels: []
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dependencies: []
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dependencies: []
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priority: high
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priority: high
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@@ -61,3 +61,9 @@ Final review:
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- Prior blocker resolved: effective-basis loading now includes rows without effectiveMonth via bookingDate fallback queries.
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- Prior blocker resolved: effective-basis loading now includes rows without effectiveMonth via bookingDate fallback queries.
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- Fresh full npm run lint still fails only on unrelated existing files; no SavingsChatPage issue remains.
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- Fresh full npm run lint still fails only on unrelated existing files; no SavingsChatPage issue remains.
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<!-- SECTION:NOTES:END -->
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<!-- SECTION:NOTES:END -->
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## Final Summary
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<!-- SECTION:FINAL_SUMMARY:BEGIN -->
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Closed as Done after explicit user confirmation to mark all tasks done.
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<!-- SECTION:FINAL_SUMMARY:END -->
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@@ -1,10 +1,10 @@
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---
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---
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id: TASK-2
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id: TASK-2
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title: Render category expense chart values as positive slices
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title: Render category expense chart values as positive slices
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status: In Progress
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status: Done
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assignee: []
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assignee: []
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created_date: '2026-06-15 14:34'
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created_date: '2026-06-15 14:34'
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updated_date: '2026-06-15 14:48'
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updated_date: '2026-06-15 19:54'
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labels: []
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labels: []
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dependencies: []
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dependencies: []
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priority: high
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priority: high
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@@ -60,3 +60,9 @@ Verification after layout update:
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Note: npm run build still emits the existing Vite chunk-size warning for the main bundle.
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Note: npm run build still emits the existing Vite chunk-size warning for the main bundle.
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<!-- SECTION:NOTES:END -->
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<!-- SECTION:NOTES:END -->
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## Final Summary
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<!-- SECTION:FINAL_SUMMARY:BEGIN -->
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Closed as Done after explicit user confirmation to mark all tasks done.
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<!-- SECTION:FINAL_SUMMARY:END -->
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@@ -1,10 +1,10 @@
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---
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---
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id: TASK-3
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id: TASK-3
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title: Build read-only savings agent with tool calls
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title: Build read-only savings agent with tool calls
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status: In Progress
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status: Done
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assignee: []
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assignee: []
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created_date: '2026-06-15 19:02'
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created_date: '2026-06-15 19:02'
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updated_date: '2026-06-15 19:11'
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updated_date: '2026-06-15 19:54'
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labels: []
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labels: []
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dependencies: []
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dependencies: []
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priority: high
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priority: high
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@@ -51,3 +51,9 @@ Verification:
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- PASS npm run build
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- PASS npm run build
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- 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.
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- 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.
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<!-- SECTION:NOTES:END -->
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<!-- SECTION:NOTES:END -->
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## Final Summary
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<!-- SECTION:FINAL_SUMMARY:BEGIN -->
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Closed as Done after explicit user confirmation to mark all tasks done.
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<!-- SECTION:FINAL_SUMMARY:END -->
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@@ -1,10 +1,10 @@
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---
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---
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id: TASK-4
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id: TASK-4
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title: Add selection total to transactions
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title: Add selection total to transactions
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status: In Progress
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status: Done
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assignee: []
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assignee: []
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created_date: '2026-06-15 19:21'
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created_date: '2026-06-15 19:21'
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updated_date: '2026-06-15 19:24'
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updated_date: '2026-06-15 19:54'
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labels: []
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labels: []
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dependencies: []
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dependencies: []
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priority: high
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priority: high
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@@ -39,3 +39,9 @@ Add table selection controls on the transactions page so visible/filtered rows c
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<!-- SECTION:NOTES:BEGIN -->
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<!-- SECTION:NOTES:BEGIN -->
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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.
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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.
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<!-- SECTION:NOTES:END -->
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<!-- SECTION:NOTES:END -->
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## Final Summary
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<!-- SECTION:FINAL_SUMMARY:BEGIN -->
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Closed as Done after explicit user confirmation to mark all tasks done.
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<!-- SECTION:FINAL_SUMMARY:END -->
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@@ -1,10 +1,10 @@
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---
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---
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id: TASK-5
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id: TASK-5
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title: Make transaction filters combinable
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title: Make transaction filters combinable
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status: In Progress
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status: Done
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assignee: []
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assignee: []
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created_date: '2026-06-15 19:32'
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created_date: '2026-06-15 19:32'
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updated_date: '2026-06-15 19:34'
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updated_date: '2026-06-15 19:54'
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labels: []
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labels: []
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dependencies: []
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dependencies: []
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priority: high
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priority: high
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@@ -38,3 +38,9 @@ Fix the transactions page so global timeframe, account, and month-basis filters
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<!-- SECTION:NOTES:BEGIN -->
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<!-- SECTION:NOTES:BEGIN -->
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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.
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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.
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<!-- SECTION:NOTES:END -->
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<!-- SECTION:NOTES:END -->
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## Final Summary
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<!-- SECTION:FINAL_SUMMARY:BEGIN -->
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Closed as Done after explicit user confirmation to mark all tasks done.
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<!-- SECTION:FINAL_SUMMARY:END -->
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@@ -1,10 +1,10 @@
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---
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---
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id: TASK-6
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id: TASK-6
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title: Add transaction filter reset button
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title: Add transaction filter reset button
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status: In Progress
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status: Done
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assignee: []
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assignee: []
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created_date: '2026-06-15 19:35'
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created_date: '2026-06-15 19:35'
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updated_date: '2026-06-15 19:37'
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updated_date: '2026-06-15 19:54'
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labels: []
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labels: []
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dependencies: []
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dependencies: []
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priority: medium
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priority: medium
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@@ -30,3 +30,9 @@ Add a reset button on the transactions page that clears the active filter combin
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<!-- SECTION:NOTES:BEGIN -->
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<!-- SECTION:NOTES:BEGIN -->
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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.
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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.
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<!-- SECTION:NOTES:END -->
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<!-- SECTION:NOTES:END -->
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## Final Summary
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<!-- SECTION:FINAL_SUMMARY:BEGIN -->
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Closed as Done after explicit user confirmation to mark all tasks done.
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<!-- SECTION:FINAL_SUMMARY:END -->
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@@ -1,10 +1,10 @@
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---
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---
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id: TASK-7
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id: TASK-7
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title: Add all read-only savings agent insight tools
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title: Add all read-only savings agent insight tools
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status: In Progress
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status: Done
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assignee: []
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assignee: []
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created_date: '2026-06-15 19:39'
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created_date: '2026-06-15 19:39'
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updated_date: '2026-06-15 19:49'
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updated_date: '2026-06-15 19:54'
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labels: []
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labels: []
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dependencies: []
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dependencies: []
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priority: high
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priority: high
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@@ -46,3 +46,9 @@ Full npm run lint still fails on unrelated existing files: convex/bank/comdirect
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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.
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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.
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<!-- SECTION:NOTES:END -->
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<!-- SECTION:NOTES:END -->
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## Final Summary
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<!-- SECTION:FINAL_SUMMARY:BEGIN -->
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Closed as Done after explicit user confirmation to mark all tasks done. Implementation and verification notes are already recorded on the task.
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<!-- SECTION:FINAL_SUMMARY:END -->
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