v0.1.8

v0.1.8 — 2026-05-31

Added

• Tax Summary view — built for the hand-it-to-my-CPA moment.
  A new Reports tab that sums every credit and debit in a date
  range across one account or all of them, then breaks the
  outgoing total down by kind so you can see at a glance what
  was a credit-card payment, what was a transfer, and what was
  a real expense. Date-range presets cover the common windows
  (Tax year, Year-to-date, Last 3 months, Last 90, Last 30) plus
  a custom range. The numbers tie directly to the bank statements'
  printed summary blocks, so your CPA can verify against source
  PDFs.

• Save as PDF + Detailed PDF (with source snapshots) for Tax
  Summary. Two export buttons. "Save as PDF" produces a clean
  one-page CPA handoff with the headline totals, outgoing
  breakdown, and a "For your CPA" note explaining that credit-card
  payments and account transfers are inter-account movements
  rather than deductible expenses. "Detailed PDF (with snapshots)"
  adds two more pages — a complete transactions list and an
  appendix with a cropped snapshot of every transaction's row
  from its source PDF — so the CPA can spot-check every number
  down to the actual bank statement without ever opening the
  source files.

• Manual entries on Tax Summary for off-statement cash flows.
  Click "Add manual entry" to record cash payments, owner draws,
  in-kind income, or year-end tax adjustments that never hit a
  bank statement. Entries merge into the headline Income /
  Outgoing / Net totals and surface in a dedicated amber "Manual
  entries" table on screen and on a separate page in the PDF —
  always with a MANUAL badge so the CPA can tell at a glance
  what's bank-verified vs user-claimed. Edit and delete inline.

• Schedule C preset on Categories. One click adds the 16
  standard IRS Schedule C expense categories (Advertising, Bank &
  Card Fees, Contractor Labor, Insurance, Office Expenses, Rent &
  Lease, Software & Subscriptions, Travel, Vehicle / Mileage, and
  so on). Idempotent — same-named categories you already have are
  reused, not duplicated. Useful for fresh-install 1099 freelancers
  who want the standard taxonomy set up without thinking about it.

• Set Entity dialog now has an "Also set category" companion —
  and Set Category dialog now has the matching "Also set entity"
  companion. Symmetric to v0.1.7's Set Entity addition. Whichever
  dialog you open first, you can create both correction rules in
  one save with the same match pattern. No more "I tagged the
  entity but forgot the category" or vice versa.

• User-resizable column widths on Search and Trip Report.
  Drag any column header's right edge to widen or narrow it.
  Widths persist in localStorage per table, so they survive
  reloads and updates. Double-click the resize handle to reset
  a column to its default.

• App version shown in the sidebar. Next to the CentProof
  name in the header. Useful when filing bug reports or verifying
  an auto-update actually applied.

Fixed

• Every destructive action's confirm dialog was silently doing
  nothing on macOS. Click "Move to Trash" on a statement, click
  Delete on a category or entity, click "Add Schedule C preset" —
  all of these expected to show a yes/no confirmation but the
  dialog never appeared, and (because the underlying gate
  defaulted to "cancel") the action silently did nothing. The
  root cause was a Tauri webview behavior on macOS that drops
  browser confirm() calls without a dialog. CentProof now uses
  Tauri's native confirmation plugin, which produces a real macOS
  sheet with title, message, and labeled action buttons. If you
  hit this in v0.1.7 and concluded a feature was broken — try
  again after updating. The Schedule C preset, in particular,
  was completely blocked.

• Backend error messages were not reaching the user. When the
  sidecar rejected an action (e.g., "can't delete a category that
  still has transactions"), the catch handler tried to display
  the message via the same dropped-dialog mechanism above, so the
  user saw no feedback at all. CentProof now uses the same toast
  notification system as Tax Summary and Settlement for delete /
  restore / empty-trash feedback in Categories, Entities, and
  Trash — success and error messages alike.

• Category and Entity delete sometimes refused on rows the UI
  said were UNUSED. If you tagged a transaction with a category
  or entity and later trashed the statement that transaction
  belonged to, the Categories / Entities lists correctly showed
  the tag as UNUSED — but clicking Delete still failed with "1
  transactions still reference it." The list count and the delete
  check were using different filters: the list excluded
  trashed-statement rows, the delete didn't. CentProof now uses
  the same filter for both, and silently clears the dangling
  pointer on the trashed-statement row inside the delete (audit
  log records the count). The UI's UNUSED badge now reliably
  means "safe to delete."

• Tax Summary "Save as PDF" producing no file in the desktop
  app. A first-pass implementation relied on the browser's
  window.print() API, which Tauri's macOS webview silently drops.
  Switched to the same jsPDF + native save-dialog path Settlement
  Report already uses. Click now actually produces a file.

• Chase Business Complete Checking statements with no deposits
  that period. v0.1.7's business-statement support relied on a
  "deposits and additions" section marker to recognize a Chase
  business statement. Quiet months with only one Electronic
  Withdrawal (and no deposits) lacked that marker, so the parser
  fell back to the personal-Chase path and extracted zero
  transactions — reconciliation came up off by the withdrawal
  total. The detection now matches any of the five Chase business
  section markers, so quiet-month statements parse correctly and
  reconcile to the cent.

• Settlement Report date inputs visually showed today's date
  but the report listed historical transactions. The empty-input
  placeholder in macOS rendered as today's date, indistinguishable
  from a real value. After clicking Run, the From / To inputs now
  auto-fill to the actual data range of the returned rows so
  what's on screen matches what the inputs say.

Changed

• Settlement Report now uses toast notifications instead of
  native dialogs for save and export feedback. Brings the
  Settlement screen in line with the rest of the app (Tax Summary,
  Cleanup Inbox, Categories, Search). Non-blocking, auto-dismiss,
  and clearly visually distinct between success and error.

• "Move to Trash" confirm dialog now matches the actual
  behavior. Previous text read "Delete this statement and all
  its transactions?" — which was scary and inaccurate, since
  trashing is recoverable for 30 days. The new prompt names the
  specific statement (filename and period) and explains that
  it'll stay recoverable for 30 days via the Trash tab before
  being purged permanently. Action buttons are now labeled
  "Move to Trash" and "Keep" instead of generic OK / Cancel.

Notes for existing users

• One safe database migration. Manual entries gained an
  optional account_id column to power the Tax Summary use case;
  the migration runs automatically on first launch and is
  additive, so all your existing Settlement manual entries carry
  forward unchanged.
• No change to existing supported-bank behavior. PDFs from
  the nine supported banks still take the same verified-parser
  path. The Chase fix only affects Chase business checking
  statements that previously produced zero transactions on quiet
  months.
• Tax Summary works on existing data. No re-import needed.
  Open the new Reports → Tax Summary tab, pick a period, and
  compute — every reconciled statement you've already ingested
  contributes immediately.
• If destructive actions seemed broken on v0.1.7 — they were.
  See the confirm-dialog fix in Fixed above. Re-try anything you
  had given up on (deleting a category, trashing a statement,
  adding the Schedule C preset).

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