feat(v0.1.6.1): complete architecture cleanup and performance improvements

Author: CynaCons

.husky/pre-commit

@@ -0,0 +1 @@
+npx lint-staged

AGENTS.md

@@ -4,7 +4,7 @@ Welcome! This document orients autonomous agents (Copilot, Code Interpreter, loc
 
 - **Product:** FinOracle - Your Personal Finance Oracle (privacy-first finance diagnostics + planning)
 - **North-star docs:** `PRD.md` (vision & requirements) and `PLAN.md` (iteration roadmap). Keep both in sync with any change you make.
-- **Current iteration:** `PLAN.md` shows we are at **v0.1.4 – UI/UX Polish** with **v0.1.5 – Core Analytics** queued next.
+- **Current iteration:** `PLAN.md` shows we are at **v0.1.6 – Quality Assurance & UX Refinement** with **v0.1.7 – Advanced Data Management** queued next.
 - **Team reality:** There are **no human engineers on rotation**—AI agents are the only contributors. Treat every task as yours to own end-to-end, including planning, implementation, and documentation.
 
 ## 2. Must-Read Files

PLAN.md

@@ -33,16 +33,20 @@ We achieved all of this.
 
 ---
 
-## 🚀 **Latest: v0.1.2.1 - Review Performance & UX Overhaul**
+## 🚀 **Latest: v0.1.6 - Quality Assurance & UX Refinement**
 
-**Major improvements delivered:**
-- **Virtualized transaction table**: Full-viewport rendering for 3k+ rows with smooth scrolling (replaced 600px DataGrid limitation)
-- **Material Switch components**: iOS/Android-style toggles for reviewed status (better than old ToggleButtonGroup)
-- **User-defined actions**: Per-transaction text field for personal notes/follow-ups
-- **Smart filter UI**: Collapsible accordion for advanced filters (amount/date/status) with one-click filter chips and clear-all
-- **Optimistic updates**: Instant UI response for review toggles and category changes (async worker processing in background)
-- **Simplified navigation**: Merged Rules into Categories tab (4 sections: Overview, Review, Actions, Categories)
-- **Critical bugfixes**: Filter state now resets on CSV/snapshot import (fixed 1824 vs 3042 transaction display bug)
+**Current Focus:** Stabilizing the codebase, fixing UX annoyances, and ensuring high-quality data management.
+
+**Recent Achievements (v0.1.5 - Analytics):**
+- **Comprehensive Analytics Dashboard**: Overview, Spending, Income, and Subscription analysis tabs.
+- **Interactive Charts**: Balance tracking, category breakdowns, monthly spending timelines, and heatmaps.
+- **Financial Planning**: Runway calculator, scenario builder, and recurring transaction management.
+- **Deep Dive Tools**: Sankey diagrams, calendar views, and pivot tables for granular analysis.
+
+**Previous Milestones:**
+- **v0.1.4**: UI/UX Polish (Global search, quick filters, transaction details).
+- **v0.1.3**: Python sunset & critical bugfixes.
+- **v0.1.2**: Virtualized review table (3k+ rows) and user-defined actions.
 
 ---
 
@@ -166,108 +170,39 @@ It stabilizes your life, supports productivity, and keeps costs predictable.
 
 You now have a complete, modular financial analysis pipeline:
 
-### **✔ CSV Parser (`n26_parser.py`)**
-
-* Handles N26 CSV export
-* Cleans merchants
-* Converts dates
-* Normalizes amounts
-
-### **✔ Configurable Categorizer (`categorizer.py`)**
-
-* Massive pattern library (groceries, mobility, restaurants, subs, etc.)
-* Fixed internal transfer logic
-* Zero false-positive rules
-* Complete category coverage
-* `subscriptions_keep` & `subscriptions_cut_suggestions`
-
-### **✔ Advanced Analysis Script (`analyze_finances.py`)**
-
-Outputs a multi-section financial report:
-
-#### **PART 1 – Raw summary**
-
-Full net cash change
-
-#### **PART 2 – Role-based summary**
-
-Splits into:
-
-* Income
-* Cash spending
-* Crypto investments
-* Internal transfers
-
-#### **PART 3 – Spending breakdown**
-
-Shows lifestyle categories clearly
-
-#### **PART 4 – Subscription analytics**
+### **✔ Modern Web Application (React + TypeScript)**
 
-* Total subs
-* Keep
-* Cut
-* By name
+* **Privacy-First Architecture**: All processing happens locally in the browser via Web Workers.
+* **Interactive Dashboard**: Real-time filtering, categorization, and visualization.
+* **Data Persistence**: Local storage snapshots for saving progress without cloud sync.
 
-#### **PART 5 – Uncategorized**
+### **✔ Intelligent Categorization Engine**
 
-Now empty, confirming complete classification
+* **Rule-Based Classifier**: Configurable pattern matching for merchants and categories.
+* **Subscription Detection**: Automatic identification of recurring payments.
+* **Zero-Inbox Workflow**: Tools to quickly review and classify uncategorized transactions.
 
-#### **PART 6 – Monthly summary**
+### **✔ Comprehensive Analytics Suite**
 
-Clear view of income/spending/investments month by month
-
-#### **PART 7 – Last 3 months**
-
-Behavioural “pulse check”
+* **Financial Health**: Net cash flow, burn rate, and savings rate tracking.
+* **Forecasting**: Runway calculation and future scenario planning.
+* **Deep Dive**: Sankey diagrams and pivot tables for granular analysis.
 
 ---
 
-# 🚀 **6. What You Will Continue Developing With Codex**
-
-You decided to proceed using Codex directly in your terminal.
-
-Your next steps:
-
-### **A. Polish categorization**
-
-* Add missing merchants as they appear
-* Fine-tune categories
-* Introduce new ones (e.g. “dating”, “travel”, “electronics”)
-
-### **B. Build a simple CLI (optional)**
-
-* `finance analyze file.csv`
-* `finance categories stats`
-* `finance subscriptions audit`
-
-### **C. Begin the web app when you feel ready**
-
-Proposed stack:
-
-* **Backend:** FastAPI (simple endpoints)
-
-  * `/analyze` → returns full JSON
-  * `/config` → view/edit categories
-* **Frontend:** React (Vite + TS)
-
-  * file upload
-  * monthly charts
-  * category pie charts
-  * subscription dashboard
-  * uncategorized inspector
-
-This can become a **public tool** if you wish.
+# 🚀 **6. Next Steps**
 
-### **D. Build an “H1B Financial Readiness” module**
+We are actively developing the platform. See `PLAN.md` for the detailed roadmap.
 
-Later we can add:
+### **Current Focus (v0.1.6)**
+* Quality Assurance & Testing
+* UX Refinement (Transaction editing, manual entry)
+* Visual Polish
 
-* Runway calculation
-* Required savings for US move
-* Rent-comparison tool
-* Visa fee planning
-* Relocation cost simulator
+### **Upcoming Features**
+* **Advanced Data Management**: Bulk actions, split transactions, export tools.
+* **Budgeting**: Category limits, savings goals, debt payoff planning.
+* **Pro Tier**: Optional cloud sync and multi-device support.
 
 ---
 

README.md

@@ -0,0 +1,2 @@
+booking_date,value_date,name,iban,type,reference,account,amount
+2024-04-15,2024-04-15,MYSTERY TRANSACTION,DE00123456789012345678,CARD_PAYMENT,Unknown stuff,DE12000000000000000000,-10.00

fixtures/uncategorized-sample.csv

@@ -32,6 +32,10 @@ export default tseslint.config(
         }
       ],
       '@typescript-eslint/no-explicit-any': 'warn',
+      '@typescript-eslint/consistent-type-imports': [
+        'warn',
+        { prefer: 'type-imports', fixStyle: 'inline-type-imports' },
+      ],
       'no-console': ['warn', { allow: ['warn', 'error'] }],
     },
   },

frontend/eslint.config.js

@@ -9,7 +9,8 @@
     "preview": "vite preview",
     "test": "vitest run",
     "lint": "eslint . --ext ts,tsx --report-unused-disable-directives --max-warnings 0",
-    "lint:fix": "eslint . --ext ts,tsx --fix"
+    "lint:fix": "eslint . --ext ts,tsx --fix",
+    "lint:staged": "eslint --fix"
   },
   "devDependencies": {
     "@eslint/js": "^9.39.1",
@@ -40,12 +41,16 @@
     "@mui/icons-material": "^7.3.5",
     "@mui/material": "^7.3.5",
     "@mui/x-data-grid": "^7.22.2",
+    "@types/react-window": "^1.8.8",
     "bank-transaction-oracle": "file:..",
     "date-fns": "^4.1.0",
     "dayjs": "^1.11.19",
     "papaparse": "^5.5.3",
     "react": "^19.2.0",
     "react-dom": "^19.2.0",
-    "recharts": "^3.5.0"
+    "react-virtualized-auto-sizer": "^1.0.26",
+    "react-window": "^2.2.3",
+    "recharts": "^3.5.0",
+    "zustand": "^5.0.9"
   }
 }