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Mark backlog tasks complete

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Matthias Meister
2026-06-15 21:55:00 +02:00
parent 3ceccafa57
commit 0061d5ad82
7 changed files with 56 additions and 14 deletions
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10
backlog/tasks/task-1 - Add-complete-chat-transaction-context.md
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@@ -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.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed as Done after explicit user confirmation to mark all tasks done.
<!-- SECTION:FINAL_SUMMARY:END -->

10
backlog/tasks/task-2 - Render-category-expense-chart-values-as-positive-slices.md
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@@ -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.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed as Done after explicit user confirmation to mark all tasks done.
<!-- SECTION:FINAL_SUMMARY:END -->

10
backlog/tasks/task-3 - Build-read-only-savings-agent-with-tool-calls.md
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@@ -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.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed as Done after explicit user confirmation to mark all tasks done.
<!-- SECTION:FINAL_SUMMARY:END -->

10
backlog/tasks/task-4 - Add-selection-total-to-transactions.md
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@@ -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
<!-- SECTION:NOTES:BEGIN -->
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.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed as Done after explicit user confirmation to mark all tasks done.
<!-- SECTION:FINAL_SUMMARY:END -->

10
backlog/tasks/task-5 - Make-transaction-filters-combinable.md
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@@ -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
<!-- SECTION:NOTES:BEGIN -->
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.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed as Done after explicit user confirmation to mark all tasks done.
<!-- SECTION:FINAL_SUMMARY:END -->

10
backlog/tasks/task-6 - Add-transaction-filter-reset-button.md
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@@ -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
<!-- SECTION:NOTES:BEGIN -->
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.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed as Done after explicit user confirmation to mark all tasks done.
<!-- SECTION:FINAL_SUMMARY:END -->

10
backlog/tasks/task-7 - Add-all-read-only-savings-agent-insight-tools.md
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@@ -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.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed as Done after explicit user confirmation to mark all tasks done. Implementation and verification notes are already recorded on the task.
<!-- SECTION:FINAL_SUMMARY:END -->