Changelog

All notable changes to Accounting Ledger are documented here.

[1.2.2] — 2026-11-07

Changed

• Shared ledger home menu: Last transaction is now Today's transactions (or Latest day transactions). It lists every entry on that calendar day — today when there are any, otherwise the date of the most recent entry. Tap a row for the same entry detail page.
• Shared ledger transaction detail: desktop Previous / Next buttons (and arrow keys); on mobile, swipe left/right between entries in the current list. System Back still returns to the list.
• Shared ledger header shows a single-line live countdown: Link expiry in Xh Ym Zs (updates every second).

[1.2.1] — 2026-11-06

Added

• Shared full / current-month ledger: Back to top button (scroll progress ring) after scrolling down the long statement.
• Settings → Ledger preview link: toggle Require PIN and choose link expiry (1 hour–30 days). New WhatsApp shares use these; when PIN is off the recipient opens the ledger without a code. Requires database/migrations/2026-11-06_ledger_share_pin_ttl_settings.sql.
• Settings → Ledger preview link controls sit on one compact row (PIN + Expires).
• Settings → Dashboard expenses period: calendar windows for the Dashboard Expenses card — All time, Current week, Current month, Last 3 months, Last 6 months, Current year (not rolling day counts). Requires database/migrations/2026-11-06_dashboard_expense_period.sql.

Fixed

• Send message no longer generates/archives a ledger PDF before opening WhatsApp — only creates the secure preview link, so the prep step is much faster.
• Shared Current month ledger missed recent entries on busy accounts (1000+ rows) because the share unlock query hit PostgREST’s row cap; it now pages through the full ledger.
• Shared ledger full-screen bank QR closes with Escape (and system Back / history, same as the close button) — not only the X control.
• Account search fields (dashboard / transaction forms) no longer clear the selected account when the input is focused again — the name stays and stays editable.

Changed

• Shared ledger WhatsApp / messenger link preview now shows a branded card matching the preview home (account name, valid-until, account-details layout) instead of the generic app / PDF card. Balance and phone stay PIN-gated.
• Sidebar Expenses / Settings submenus open on hover and close when the pointer leaves (desktop); chevron tap still toggles on touch.

[1.2.0] — 2026-11-05

Added

• Secure interactive ledger preview for WhatsApp recipients: Send message creates /share/ledger/{token} with a 4-digit access code, valid 24 hours. Recipient unlocks to view balance, transaction list, entry details, and attachments. Failed PINs lock after 5 tries. Requires database/migrations/2026-11-05_ledger_shares.sql.

Changed

• Shared ledger unlock page now uses the same statement layout as the ledger PDF (brand bar, account meta panel, Date / No. / Narration / Type / Amount / Balance table, closing balance). Tap a row to open attachments.
• Shared ledger page is mobile-first: phones use the same curved brand-sky transaction cards as the Transactions page (tap for attachments); tablets/desktop keep the full PDF-style table.
• Mobile transaction cards hide the clock when entry time is unavailable (no more empty “—” on share ledger).
• Mobile transaction amount chip uses black text + border for clearer contrast on brand-sky cards.
• Mobile transaction cards no longer repeat Amount in the footer (chip already shows it; footer keeps Running only).
• Shared ledger: tapping a transaction opens a detail popup (date, narration, amount, running balance, attachments) instead of expanding attachments under the card.
• Shared ledger after PIN unlock opens a menu: account details, last transaction, Full ledger details, Current month ledger, and (when balance is due / positive) Bank details with QR from Settings → Bank details.
• Shared ledger menu uses consistent action buttons (including last transaction); transaction opens a detail page (not popup). Desktop home uses a two-column layout.
• Shared ledger menu includes Export ledger — recipient can download the full statement as PDF.
• Full / current-month ledger previews use the same PDF statement layout (brand header, account meta panel, entry list, closing balance).
• Shared ledger pages follow the app dark theme surfaces (gray-50 / gray-950, dark cards and borders) so unlocked preview matches the rest of the product.
• Root HTML defaults to dark (matching app theme default) so share and other pages do not flash a light canvas before client theme init.
• Current month ledger shows opening balance (balance before this month) on the menu button and as a line above month entries, plus closing balance.
• Shared ledger brand header has lightly rounded bottom corners.
• Shared ledger account details: Balance label and amount are stronger / higher contrast (especially in dark mode).
• Shared ledger bank cards: stronger header wash and clearer bank name / account title text.
• Shared ledger bank cards in a row stretch to equal height (details body fills space).
• Shared ledger bank QR blocks are equal height; tap opens a full-screen white QR for easier scanning.

[1.1.2] — 2026-11-05

Added

• Settings → Bank details: list / add / edit / delete business bank accounts (name, title, account number, IBAN, branch, SWIFT, notes, bank QR image upload). Requires Supabase migrations 2026-11-05_bank_details.sql and 2026-11-05_bank_details_qr_code.sql.

Changed

• Transactions actions: Export PDF is now Print preview. Opens {app}/transactions/{id}/print on your domain (not about:blank) with Print + Download PDF toolbar.

[1.1.1] — 2026-11-04

Added

• Ledger / voucher share links (/l/f/…, /l/…) now serve a branded landing page with Open Graph + Twitter preview image so WhatsApp and other messengers show a professional link card (title, description, PDF badge). Direct file redirect still available via ?raw=1.

Changed

• Send message: blank white prep tab replaced with branded progress UI (percent + status). Same progress overlay appears on Accounts and Transactions while PDFs/links prepare; then WhatsApp opens in that tab.

Fixed

• Dashboard Today Expense / Yesterday Expense now follow the browser’s local calendar (and Asia/Karachi on the server when no client date is sent). Open tabs auto-roll at local midnight and refetch so overnight expenses move to Yesterday without waiting until morning.

[1.1.0] — 2026-11-03

Added

• Account phone field: country-code selector (default Pakistan +92); numbers save in international format. WhatsApp / tel: links normalize local 03… / 305… numbers to +92….
• Link previews (Open Graph + Twitter large image) with brand OG card; set NEXT_PUBLIC_APP_URL for the correct absolute URL in production.
• Shared capsule search + circular primary button (SoftSearchField) on Accounts, balance lists, and Transactions — mobile and desktop.
• Mobile bottom tab bar fixed full-width at the screen bottom (safe-area aware): icon-only Home, Account, Transactions, Expenses, Menu with soft active chip; brand greens; Menu opens the full sidebar. Desktop unchanged.

Changed

• Brand-sky mobile cards (Accounts, Transactions, Expenses): soft white ring + ink-header highlight so the dark tab stays visible on dark backgrounds.
• Expense period mobile cards: current month/day shows a Current pill beside the title.
• Expense period mobile cards show the amount only (no “Expense :” label prefix).
• Monthly Expense mobile cards show month-over-month spend % (vs prior month) with up/down icons; higher spend is red, lower is green. Empty current/future months omit the % so they do not show a false −100%.
• Expense period mobile cards: year (or day meta) sits on the same row as the title, right-aligned.
• Expense total mobile bar: dark header shows period label on the right (Month / Year Expenses); body title is Total.
• Accounts list pages (Accounts + Payable / Receivable / Cash / Investment / Expenses balance lists) use the same curved brand-sky / brand-ink mobile cards and toolbar sizing as Transactions.
• Mobile account / transaction cards: tapping ⋮ expands action icons inline on the title row (Details, Edit, Export/PDF, Send, Delete); desktop tables keep the menu with icons.
• Account mobile cards: curved header shows cash type (left) and phone (right); footer shows day-over-day % only (same basis as Balance Mix) + balance.
• Daily Expense: month/year controls move into a right filter drawer (Transactions-style filter icon on the title row).
• Daily / Monthly Expense mobile lists use the same curved brand-sky / brand-ink cards as Transactions and Accounts; month/year totals use a matching branded total bar.
• Balance Mix pills match the reference layout (circular icon cap + rounded body) with a single brand green scheme (primary-600→primary-400 badge, primary-50 body); caps use Wallet / Banknote / TrendingUp / TrendingDown.
• Form modal footers put Cancel on the left and the primary action (Add / Save / Download) on the right, right-aligned on desktop.
• App brand palette set to the green identity sheet (Rich Black → Caribbean Green → Anti-Flash White): primary-*, green-tinted gray-*, brand-*; Cursor rule + Documentation/images/color-scheme.jpg.
• UI font: Manrope (web stand-in for Axiforma); light + dark surfaces follow the new neutrals.
• Light theme chrome: stronger gray-200 borders and table dividers, distinct primary-50 washes, header/sidebar borders, login/demo banners remapped off leftover blue/slate.

Fixed

• Mobile “Back to top” sits above the list pagination bar and bottom tab bar (no longer overlaps pagination).
• Service worker no longer rejects failed fetches (dev console “Failed to fetch” / FetchEvent errors); SW registration is skipped in development so HMR is not intercepted.
• Open Graph / Twitter image routes are public (not blocked by auth middleware) so link previews can load.
• PWA meta includes mobile-web-app-capable (Chromium deprecation of apple-only capable tag); html suppresses extension-injected hydration noise.
• Account search combobox (transaction forms): ArrowUp / ArrowDown move the highlight and Enter selects on desktop keyboard.
• Account mobile cards: flat day % no longer shows a dash icon — only up/down arrows when the balance moves.
• Account mobile cards no longer crash on Expenses / balance lists (Minus is not defined); Today % icons are imported from lucide-react.
• Balance Mix day-over-day % now includes receivable/payable accounts that were cleared to zero today (e.g. payment recovery). Previously those accounts left the Receivable/Payable lists and their change was ignored, so the ribbon could stay at 0%.
• Mobile nav no longer warns about aria-hidden on a focused link when the drawer closes; focus returns to the menu button and the panel uses inert instead.
• Click / tap no longer shows focus rings app-wide; keyboard Tab still shows :focus-visible rings.

[1.0.3] — 2026-10-31

Added

• Documentation screenshots for Account Details popup and Account / Transaction message templates (Allow URL toggles).
• Playwright playwright devDependency in Demo Mode for npm run screenshots.

Changed

• Full client guide refresh for 1.0.1–1.0.2 features (dashboard Transactions button, sorting, Send message PDF/ledger URLs, profile email view-only, mobile pagination / charts).
• Re-captured all documentation screenshots (25 PNGs) against current Demo Mode UI.
• Documentation home and getting-started point to the live demo URL.

[1.0.2] — 2026-10-31

Added

• Dashboard header: Transactions button next to Add for quick navigation to the Transactions page (icon on mobile).

Changed

• Profile email is view-only (not editable); only the display name can be saved from Profile.
• Profile guide updated so Email is documented as view-only.
• Root README live demo link matches demo-mode/demo.json.

Fixed

• Dashboard chart axis labels on mobile no longer clip (removed negative chart margins; wider Y-axis for Top expense accounts).
• Dashboard chart hover no longer flashes a solid white box behind the bars (tooltip cursor is a light translucent highlight).
• Top expense accounts chart shows full account names with wrapped Y-axis labels (no ellipsis cut-off).
• Mobile back-to-top button sits higher so it no longer covers table pagination controls.
• Mobile table pagination is compact: first and last page with … between (current page shown when in the middle).
• Send message opens a WhatsApp tab immediately on click (no stuck wait / double-taps); PDF links build in parallel and skip the extra shortener round-trip.

[1.0.1] — 2026-10-30

Added

• Balance mix ribbons show day-over-day up/down % vs yesterday, with category icons on the colored strip.
• Transactions table headers: click Transaction Date, Type, or Balance to sort ascending/descending.
• Accounts detail popup (row click / Actions → Details) with Details and Documents tabs, matching the transaction preview.
• Account and transaction detail footers use icon buttons (message, edit, close).
• Account detail: Save ledger PDF icon generates the account ledger PDF and stores it in that account’s Documents tab.
• Account Send message now generates/saves the ledger PDF and fills {{ledger_url}} with a shortened public link (or appends it for older templates).
• Account message settings: Allow URL / Do not send URL toggle for ledger PDF links, plus insertable {{ledger_url}} variable.
• DB migration file for the ledger-URL setting: database/migrations/2026-10-30_account_message_ledger_url.sql (run in Supabase SQL editor).
• Ledger WhatsApp links use ad-free first-party URLs (/l/f/{fileId}, or /l/{code} if short_links migration is applied) instead of TinyURL ads. Links are always filled into the message when Allow URL is on.
• Transaction Send message now generates/saves a voucher PDF and fills {{pdf_url}} with a short public link (same Allow URL pattern as accounts).
• Transaction message settings: Allow URL / Do not send URL toggle for PDF links, plus insertable {{pdf_url}} variable.
• DB migration file for the transaction PDF-URL setting: database/migrations/2026-10-30_transaction_message_pdf_url.sql (run in Supabase SQL editor).
• Transaction message can also attach the account ledger PDF via {{ledger_url}}, with its own Allow URL switch next to the transaction PDF toggle (enable either or both).
• DB migration file for the transaction ledger-URL setting: database/migrations/2026-10-30_transaction_message_ledger_url.sql (run in Supabase SQL editor).

Changed

• Dashboard chart cards tighten for mobile (no horizontal overflow; wrapping legends; compact balance-mix ribbons).
• Message template Allow URL control is a single row: heading + info tip on the left, enable/disable switch on the right.
• Message template balance-notes help text is on an info icon next to the heading (account and transaction editors).
• Message template intro copy moved into an info tip beside the modal title (account and transaction).
• Settings info tips no longer use a full-screen overlay (modal body stays scrollable while a tip is open).

Fixed

• Message template editor Save now writes to the database immediately (no need to also click the page Save), and custom templates are no longer reset to defaults on reload.
• Transaction Export PDF no longer duplicates the voucher when a previously saved voucher PDF sits in Documents; uploaded images (including WebP/GIF) rasterize into the PDF instead of showing “Could not render”.
• Today Expense and Yesterday Expense dashboard cards now open Transactions filtered to Expense accounts only for that date (not every account’s entries).
• Transaction save is much quicker: single DB round-trip on create/update, no full accounts reload after each entry, modal closes before file uploads, and the list no longer waits on a full-page loading state.
• In-app navigation (dashboard cards, sidebar, etc.) is much snappier: middleware no longer waits on Supabase Auth getUser() for page clicks, Links prefetch again, and heavy PDF code loads only when exporting.
• File uploads are much faster: light compression (no gzip on PDFs/images), direct browser→R2 when possible, parallel multi-file uploads, and a quicker finalize step.
• Transaction preview Documents tab loads instantly (prefetch + cache) and shows a file count badge when attachments exist.

[1.0.0] — 2026-10-29

Added

• Initial Demo Mode (demo-mode/) with offline localStorage sandboxes and professional Northline Advisory seed data.
• Documentation pipeline folder (Documentation/) for portfolio publishing.
• Full documentation guides with screenshots (login through settings, plus mobile) under Documentation/01-login.md–16-mobile.md.
• Playwright screenshots in Documentation/images/ with SCREENSHOT-INDEX.md.
• Cursor rules for CHANGELOG and version discipline (.cursor/rules/).
• Trends WD favicon branding on Demo Mode.
• Root production build excludes for demo-mode/ so the main product deploy stays independent.
• Professional root README.md with product overview and documentation screenshots.

Changed

• (none yet)

Fixed

• Demo Mode header now shows seeded business name (Northline Advisory) after first login.
• Demo Mode Vercel deploy: stop excluding the whole demo-mode/ folder in root .vercelignore (blocked Root Directory deploys); drop Playwright from deploy install; add demo-mode/vercel.json.