Add interactive reports dashboard with 4 chart types (spending by
category donut, income vs expense bar, net worth area, cash flow bar)
using ApexCharts, date range presets, and account filtering. Add
investment portfolio view with holdings table, allocation chart, and
gain/loss color coding. Includes TypeScript types and API services.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add API service files and replace stub views with full implementations:
- Budgets: month navigator, budget items table with progress bars, create/edit/delete
- Scheduled Transactions: data table with skip/post-now actions, add/edit dialog
- Loans: loan list, detail view with amortization schedule, payoff scenario calculator
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Complete the import flow from file upload through duplicate resolution
to transaction creation. Previously, ResolveDuplicatesAsync was a stub
that only incremented counters, FileWatcherService detected files but
didn't process them, and ImportsView.vue ignored the API response.
Backend:
- Add ParsedDataJson column to ImportBatch to persist parsed data
between upload and confirm steps
- Rewrite ImportService.ResolveDuplicatesAsync to deserialize parsed
transactions and create/merge/skip based on user decisions, with
payee matching, fingerprinting, and account balance updates
- Add GetBatchesAsync for import history
- Complete FileWatcherService: wait for file ready, resolve account by
filename, call UploadAsync, send SignalR notification, archive file
- Add GET /api/imports/batches endpoint
Frontend:
- Create imports API service (frontend/src/services/imports.ts)
- Add ImportBatch, DuplicateResolution types
- Rewrite ImportsView.vue with 3-step Vuetify stepper wizard:
upload, review with duplicate handling, completion summary,
plus import history table
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The broad plugins/ and imports/ patterns were matching directories
at all levels, excluding frontend/src/plugins/vuetify.ts,
frontend/src/views/imports/, frontend/src/views/plugins/, and
src/Purrse.Tests/Plugins/. Changed to /plugins/ and /imports/
to only match root-level directories.
This was the root cause of the Docker build failure - vuetify.ts
was missing from the repo.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Prevents node_modules/dist from polluting Docker build context.
Sets NODE_OPTIONS max-old-space-size=4096 for Vite builds on
memory-constrained servers.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Catherine Renelle