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v3.0.0 — Bill Splits, Google Pay Activity Integration & Mobile Redesign

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@arungdev arungdev released this 04 Oct 09:18
· 13 commits to main since this release
v3.0.0
1416ef4

Highlights

Bank Statement Analytics v3.0.0 introduces Bill Splits & Group Expense Sharing, multi-profile Google Pay (GPay) Takeout Activity Integration with intelligent automatic bank statement matching, an end-to-end Mobile & Desktop Responsive UI Redesign, a brand-new Tag Management System, and Local Network (LAN) Access Controls with an In-App Update Engine.

What's New in v3.0.0

👥 Bill Splits & Shared Expense Groups

  • Comprehensive Splits Page: Dedicated hub for tracking shared expenses across roommates, group trips, and shared household bills.
  • Group & Member Tracking: Support for named bill groups, custom participant lists, individual VPAs/UPI IDs, and assigned vs. settled amounts.
  • Transaction Splitting: Split any single transaction across multiple categories or participants directly from the transaction drawer or split modal.
  • Repayment Tracking in Analytics: Split repayments are separated into personal shares and participant reimbursements, avoiding double-counting in Overview, Trends, and Reports.

📱 Google Pay Activity Import & Automatic Bank Matching

  • Multi-Profile GPay Takeout Support: Import Google Pay activity archives (.zip / .json exports) with complete isolation across multiple household or personal profiles.
  • High-Precision Bank Matching Engine:
    • Deterministic linking correlating transaction amounts, payment direction, bank account suffixes, and date / value-date evidence.
    • Value-date reconciliation for midnight and next-day bank value postings.
    • Payee name truncation handling and learned alias memory for shortened statement descriptions.
    • Competition detection and disambiguation warnings for same-day, same-amount transactions.
  • Evidence Inspection: View source snapshots, settlement allocations, and verification statuses directly within transaction details.

🏷️ Tag Management & Custom TagPicker

  • Full Tag Lifecycle Management: Create, edit, color-code, and delete custom tags from the new Tags management tab in Settings.
  • Instant TagPicker Popover: Replaced native browser datalists with an interactive popover featuring search, recently used tags, and inline tag creation.
  • Split-Aware Tag Filtering: Filter statement transactions by tags and split categories across all analytical views.

📱 Complete Responsive & Mobile UI Overhaul

  • Off-Canvas Slide-in Drawer Navigation: Modern overlay drawer on tablet and mobile screens (≤ 1024px) with backdrop dismissal and auto-close.
  • Adaptive Header & Breadcrumbs: Mobile-friendly PageHeader with hamburger menu toggle, compact action buttons, and direct Settings gear access.
  • Single-Month Responsive Date Range Picker: Adaptive calendar modal collapsing cleanly on mobile viewports (≤ 640px) with horizontally scrollable preset chips.
  • 2x2 Compact Stat Cards Grid: Refactored KPI summaries across Overview, Trends, Insights, and Reports into high-density 2x2 grids on small screens.
  • Touch-Friendly Data Tables: Horizontal scrolling wrappers (.table-responsive), clamped card row views for mobile transactions, and responsive action strips.

⚙️ Categorized Settings Hub & Navigation

  • Four Dedicated Setting Categories:
    • 💳 Finance & Data: Accounts, Categorization Rules, Tags, Bank Data, Import / Export.
    • 🎨 Preferences: Appearance, Currency & Formatting, Display Options.
    • 🛡️ System & Security: Security & Passwords, Local Network Access, Software Updates, Service Diagnostics.
    • ℹ️ Help & Support: About, Documentation, Logs, Reset.
  • Settings Search & Quick Jump: Search across all settings panels or press Ctrl+K to jump directly to any configuration section.

🌐 Local Network (LAN) Access Controls

  • Private Network Sharing: Safely allow phones, tablets, or other local devices on your home/office network (RFC 1918) to access Bank Statement Analytics.
  • Network Settings UI: Real-time LAN toggle, host IP address discovery, and one-click copyable device URLs.

🔄 In-App Update Engine

  • Automated Update Checking: Check for new releases directly from the Updates tab in Settings.
  • Detached Upgrade Runner: Download signed installers and trigger service upgrades seamlessly from the web interface.

🗄️ Database Migrations (v4, v5, v6, v7)

  • Automated schema migrations applying upon launch:
    • v4: split_groups and split_group_members tables.
    • v5: Persistent bill_groups and bill_group_members schema.
    • v6: Google Pay source evidence (gpay_evidence_records) and settlement allocations (gpay_settlement_allocations).
    • v7: Multi-profile support columns (gpayprofileid, gpayownername) on split and bill groups.

Artifact Checksums

Artifact File Size SHA-256 Checksum
Windows Installer BankStatementAnalytics-Setup-3.0.0.exe 66.7 MB 9722a1bfdd9f7044d620f6652c3b3efc84fc7d55ed0c415bf96039386c5c1141
Portable ZIP BankStatementAnalytics-Portable-3.0.0.zip 101.3 MB 77707a857957afc90f488b73141e8de0ff86089d020681034ee58f4ac2fd81fc
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