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Development Log

A timeline of our journey, building Simple Money Tracker one feature at a time.

Milestone 34: Multi-Language Support (v2.32.0)

  • **Multi-Language System**: Implemented a comprehensive multi-language system supporting 14 languages: English, Vietnamese, Spanish, Arabic, Chinese, Dutch, French, German, Indonesian, Italian, Japanese, Korean, Russian, and Thai.

Milestone 33: Contact, Debt, and Lending Feature Enhancements (v2.31.0)

  • **Integrated Contacts with Debts and Lending**: Users can now select an existing contact when adding a debt or loan, and directly add a debt/loan from the contact list.
  • **Enhanced UI/UX**: Added avatars to Contacts, Debts, and Lending pages for a more visual and intuitive user experience.

Milestone 32: AI Assistant Integration (v2.30.0)

  • **AI Assistant**: Integrated a Dialogflow CX conversational agent to answer user questions based on project FAQ documentation.

Milestone 31: AI-Powered Search & Performance Tuning (v2.29.0)

  • **AI Search Integration**: Implemented an AI-powered search and Q&A system using Google's Gen App Builder to provide users with instant, intelligent answers to their questions.
  • **Performance Tuning**: Updated the `apphosting.yaml` configuration to set a minimum of 1 running instance, reducing cold starts, and explicitly defined CPU and Memory for better AI performance.
  • **Robots.txt**: Added a `robots.txt` file to improve SEO and guide web crawlers.
  • **UI/UX & Bug Fixes**: Addressed various minor UI inconsistencies and bugs to enhance the overall user experience.

Milestone 30: Performance Optimization & Bug Fixes (v2.28.0)

  • **Cloud Function Optimization**: Reduced the execution frequency of all 4 scheduled Cloud Functions (Notifications, Birthday Emails, Subscription Checks, Monthly Reports) from 24 times/day to 4 times/day, significantly saving backend resources.
  • **Timezone Logic Refinement**: Overhauled the logic in all scheduled functions to correctly calculate and compare dates based on each user's individual timezone, ensuring all time-sensitive operations are accurate.
  • **Bug Fix**: Fixed a critical issue where the Monthly Report email was being sent with data for the wrong month.
  • **Dashboard Chart Fix**: Ensured that charts on the main Dashboard and the Group Dashboard display a 'No data' message gracefully instead of breaking when there are no expenses to show.

Milestone 29: Birthday Gift Feature & UI Tweaks (v2.27.0)

  • **Birthday Gift Program**: Implemented a new feature to automatically send users a 7-day Pro trial as a birthday gift. This includes a daily scheduled Cloud Function, a secure token-based activation system, and email notifications.
  • **Birthday Profile Field**: Added the ability for users to set their birthday in their profile to receive the gift.
  • **UI Optimizations**: Made minor user interface improvements, including optimizations to the 'Customize Background' feature.

Milestone 28: UI/UX and AI Enhancements (v2.25.0)

  • **UI Optimizations**: Optimized the UI for the 'Expense Calendar' and 'Budget' pages for a more intuitive user experience.
  • **Enhanced Group Feature**: Added a new 'Expenses Detail' tab within the Group feature, allowing for a granular view of all transactions shared within the group.
  • **AI Coach Optimization**: Optimized the data flow and pre-processing logic for the AI Financial Coach, adding new data visualization charts to provide users with a clearer financial overview before generating the AI analysis.
  • **Bug Fix**: Fixed a critical bug where the AI Natural Expense Input was only recognizing the current date, ignoring relative date descriptions like 'yesterday'.

Milestone 27: AI-Powered Expense Input & Optimizations (v2.24.0)

  • **AI-Powered Expense Entry**: Implemented 'AI Natural Expense Input' on the header bar, allowing Pro users to add expenses using natural language (e.g., 'coffee 5.50 yesterday').
  • **AI Model Optimization**: Optimized the AI Financial Coach prompt and natural language expense flow for more accurate and reliable structured data extraction.
  • **UI/UX Enhancements**: Added hover effects to feature lists and made other minor UI improvements across the application.
  • **Background Customization Completion**: Finalized the customizable background feature, ensuring stability and performance across the app.

Milestone 26: Mood Insights & Background Customization (v2.23.0)

  • **My Mood Enhancements**: Added the ability for users to write a monthly 'Emotion Note' to reflect on their mood and spending. Implemented a 'Mood Trend' chart that visualizes the average mood score over the year. Added subtle animations to the 'My Mood' page.
  • **Customizable Background**: Introduced a new 'Customize Background' feature in Settings, allowing users to personalize their app's look and feel.
  • **UI/UX Optimizations**: Optimized the 'Expenses Calendar' view by removing unnecessary gaps between days, creating a seamless and more space-efficient grid layout.

Milestone 25: Public Page UI & Critical Bug Fixes (v2.21.0)

  • **UI/UX Refinements**: Refined the public-facing landing page, including the hero and features sections.
  • **Critical Bug Fixes**: Fixed a critical bug where the Firebase Messaging Service Worker was not being correctly registered, disabling push notification functionality.
  • **Trial Pro 30 days**: Offer free trial of Pro features for 30 days for new customers, no credit card required.

Milestone 24: UI/UX Improvements & AI Features (v2.19.0)

  • **Simple Storage Sync Fix**: Resolved a critical bug preventing the storage synchronization button from appearing correctly.
  • **UI/UX Enhancements**: Improved the pricing and billing pages with feature-specific emojis and dynamic star animations.
  • **AI-Powered Note Formatting**: Integrated a new 'AI Format' feature into the Simple Note function for automatic Markdown conversion.

Milestone 23: Performance Optimization & Feature Completion (v2.18.0)

  • **Analytics Integration**: Activated web analytics to gather user traffic insights.
  • **Expense Data Flow Overhaul**: Implemented a new data strategy for the Expenses feature, including optimistic UI updates and a JSON data source to reduce Firestore reads.
  • **My Mood Feature Completion**: Finalized the 'My Mood' feature, allowing users to log and visualize their emotional spending habits.

Milestone 22: My Mood Feature (v2.17.0)

  • **Mood Tracking**: Implemented a 'My Mood' page allowing users to analyze spending patterns based on recorded moods.
  • **Data Visualization**: Added charts to visualize mood spending distribution and trends over time.

Milestone 21: Dashboard & Usability Enhancements (v2.16.0)

  • **Dashboard Charts**: Added 'Debts Breakdown' and 'Lendings Breakdown' pie charts.
  • **Optimized Expense Tracking**: Implemented a 'Quick Add' feature in the Calendar View.
  • **Enhanced Budgeting**: Introduced a 'Month View' for budgets for year-at-a-glance planning.

Milestone 20: Recaptcha and UI refinements (v2.15.1)

  • **reCAPTCHA Badge**: Added Google reCAPTCHA Enterprise badge for enhanced security.
  • **Minor UI/UX Improvements**: Improved user interaction on mobile devices for certain UI elements.

Milestone 19: UI/UX Improvements (v2.15.0)

  • **Minor UI/UX Enhancements**: Implemented small visual adjustments and usability improvements across various components.
  • **Performance Tweaks**: Optimized the rendering of some data-heavy components.
  • **Bug Fixes**: Addressed minor styling inconsistencies on mobile devices.

Milestone 18: Enhanced Subscription Management (v2.14.0)

  • **Provider Logos**: Integrated provider logos into the Subscriptions feature.
  • **UI/UX Improvements**: Enhanced the 'Add/Edit Subscription' dialog with an advanced combobox.

Milestone 17: UI/UX & Bug Fixes (v2.13.0)

  • **UI/UX Enhancements**: Redesigned the Help page for better readability. Implemented a storage usage synchronization feature.
  • **Bug Fixes**: Fixed bugs related to AI Coach access and app crashes on the Help page. Redesigned the Budget page.

Milestone 16: Simple Storage Feature (v2.12.0)

  • **New Pro Feature**: Implemented 'Simple Storage' for Pro users to upload, download, and delete files.
  • **Advanced Gallery View**: Integrated `yet-another-react-lightbox` for a rich gallery experience.
  • **Performance Optimization**: Optimized storage usage tracking by moving calculations server-side.

Milestone 15: Real-time Push Notifications (v2.11.0)

  • **Firebase Cloud Messaging (FCM)**: Implemented FCM to deliver real-time push notifications.
  • **Proactive Alerts**: Users now receive instant alerts for upcoming or overdue items.
  • **Backend & Client-Side Integration**: Updated Cloud Functions and client-side logic to handle push notifications.

Milestone 14: Enhanced User Experience & Pro Features (v2.10.0)

  • **Full Emoji Icon Set**: Expanded the category icon selection to include a comprehensive library of emojis.
  • **Optimized Email Notifications**: Improved logic and templates for Pro subscription expiry/expired emails.
  • **Monthly Financial Reports**: Implemented automated monthly summary emails for Pro users.

Milestone 13: Automated Subscription Email System (v2.9.0)

  • **Automated Email Notifications**: Implemented an automated system to notify users about their subscription status (7-day reminder and post-expiry).
  • **Timezone-Aware Scheduling**: The scheduled function now runs hourly to accurately check for expiring subscriptions.

Milestone 12: UI Refinements & Critical Bug Fixes (v2.8.0)

  • **Group Dashboard Fix**: Resolved a critical layout issue in the Group Dashboard dialog on mobile.
  • **Event Log Pagination**: Implemented pagination for the Group Event Log dialog.
  • **README Update**: Comprehensively updated the project's README file.

Milestone 11: Bug Fixes, UI Improvements & New Features (v2.7.0)

  • **Critical Bug Fix**: Fixed a data leak bug in the 'Groups' feature where member data was not properly deleted.
  • **Icon-Only Sidebar**: Added a new, permanent icon-only sidebar for desktop view.
  • **Enhanced Mobile Note Creation**: Overhauled the note creation/editing dialog for mobile.
  • **Notification Bell Effect**: Added a 'ringing' animation to the notification bell icon.

Milestone 10: UI/UX Enhancements & Mobile Optimization (v2.6.0)

  • **Optimized Mobile Views**: Refined mobile layouts for 'Simple Message', 'Currency Converter', 'Simple Notes', and 'Linked Storage' pages.
  • **Enhanced Status Bar**: Implemented quick-setting dropdown menus in the status bar.
  • **Mobile-First Note Creation**: Introduced a full-screen dialog for adding and editing notes on mobile.
  • **Improved User Greeting**: Optimized the main application header to display a time-sensitive greeting.

Milestone 9: Major UI/UX Overhaul (v2.5.0)

  • **Visual Redesign**: Introduced new 'holographic' card styles and animated icon toolbars.
  • **Enhanced Mobile Responsiveness**: Comprehensively redesigned the mobile view for key pages with a card-based layout.
  • **Group Page Redesign**: Completely revamped the Group page layout for mobile and desktop.

Milestone 8: UI/UX Refinements & Bug Squashing (v2.4.0)

  • **UI Polish**: Refined the user interface across various components for better visual consistency.
  • **Billing Page Enhancements**: Improved the layout and clarity of the billing page.
  • **Bug Fixes**: Addressed several minor bugs to enhance application stability.

Milestone 7: Subscription Email Notifications (v2.3.0)

  • **Email Service**: Implemented a system-wide email notification service using Nodemailer and Cloud Functions.
  • **Subscription Expiry Logic**: Created a scheduled function to check for and notify about expiring Pro subscriptions.

Milestone 6: Backend Refactoring & Notification System Upgrade (v2.2.0)

  • **Cloud Functions v2 Migration**: Upgraded the scheduled notification system from Cloud Functions v1 to v2.
  • **Robust Notification Logic**: Refined notification logic to correctly trigger based on user's timezone.
  • **Code Quality & Linting**: Performed a thorough cleanup of the Cloud Functions codebase.

Milestone 5: Monetization & Feature Tiering (v2.1.0)

  • **Billing Page**: Created a dedicated billing page to showcase Free and Pro plans.
  • **One-Time Payments**: Integrated PayPal Payment Links for one-time purchases of Pro access.

Milestone 4: Collaboration and Communication (v2.0.0)

  • **Group Functionality**: Implemented a 'Groups' feature for shared financial spaces.
  • **In-App Messaging**: Built the 'Simple Message' system for private communication.
  • **Advanced Profile Security**: Added login history tracking and a secure account deletion flow.

Milestone 3: User Engagement & Admin Panel

  • **Feedback & Suggestions**: Created pages for users to submit ratings, problem reports, and feature suggestions.
  • **User Profile Management**: Enhanced the profile page with name/password updates and custom avatar upload.
  • **Admin Panel**: Built out an admin section to manage user-submitted content.
  • **Security Hardening**: Implemented Google reCAPTCHA Enterprise (App Check).

Milestone 2: Advanced Features & Data Visualization

  • **Dashboard Implementation**: Built a comprehensive dashboard with summary cards and charts using Recharts.
  • **Advanced Data Management**: Added search, sort, and CSV export/import capabilities.
  • **AI Financial Coach**: Integrated Genkit to create an AI assistant for personalized financial advice.
  • **Currency Converter & Notes**: Added real-time currency conversion and a secure note-taking feature.

Milestone 1: Core Functionality & UI Setup

  • **Initial Setup**: Bootstrapped the Next.js project.
  • **UI Foundation**: Integrated ShadCN UI and Tailwind CSS.
  • **Core Layout**: Created the main application layout with a collapsible sidebar and responsive header.
  • **Authentication**: Implemented email/password and Google sign-in with Firebase Auth.
  • **Data Models**: Defined Firestore data structures for Users, Expenses, Budgets, and Debts.
  • **Core Pages**: Built foundational pages for Expense, Budget, and Debt management with full CRUD functionality.
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