CatatZ v1.3.0 — Detail Workspaces, User Categories, Debt Overhaul & Transaction Drawer

v1.3.0

The fourth release of CatatZ, introducing User-Owned Categories & Category Detail Workspaces, a comprehensive Debt & Loan System Overhaul with Entity Contacts, Wallet Detail Workspaces with Transfer Direction Switcher, Server-Side Transaction Pagination bypassing PostgREST limits, Transaction Detail Drawer with Copy Actions, modernized engine dependencies (Next.js 16.4, React 19.3, Vitest 5), and an expanded test suite of 293 unit tests (97.2% coverage).

This release includes 48 commits (26 non-merge) touching 96 files and merging 22 Pull Requests (#17 to #39) since v1.2.0.

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✨ Highlights & New Features

🏷️ User-Owned Categories & Category Workspace (/categories & /categories/[id]) (#30, #34, #37)

• User-Owned Categories Migration (016-user-owned-categories.sql):
  • Migrated legacy system-wide categories to fully independent, user-owned categories with strict Row Level Security (RLS).
  • Automatically cloned and re-mapped existing transactions, budgets, and recurring rules to each user's cloned categories without data loss.
  • Updated handle_new_user() database trigger to automatically seed 6 default categories for every newly registered user.
• Dedicated Category Detail Workspace (/categories/[id]):
  • Category metadata view (name, emoji icon, color token, transaction type badge).
  • Real-time financial insights: Total Transactions, Total Spent/Received, Average Amount per Transaction, and expense proportions.
  • Filterable transaction history with date range selection and pagination.
  • Adding transactions directly inside category detail automatically locks the category and constrains selectable transaction types (e.g. expense-only categories restrict selection to expenses).

🤝 Debt & Loan System Overhaul (/debts & /debts/[id]) (#26, #27)

• Database & Trigger Overhaul (015-hutang-piutang-revamp.sql):
  • Shifted model from static loans to dynamic Financial Contact Entities.
  • Added jenis_transaksi (pembayaran | pinjaman) to installment records to support multi-disbursement loans (adding new loan amounts to existing contacts).
  • Flexible repayment engine supporting overpayments without corrupting wallet balances.
  • Added is_lunas_manual flag to manually close loans independently.
  • Rewrote update_sisa_hutang() trigger for dynamic, real-time balance calculations.
• Dedicated Contact Workspace (/debts/[id]):
  • Contact detail page displaying total borrowed/lent, total paid, remaining balance, and full installment/disbursement timelines.
  • Unified modal actions: Record Payment, Add New Loan, Mark as Settled, and Delete Contact.
  • Net Worth overview cards on /debts index (Total Receivables, Total Payables, Net Balance).

🏦 Wallet Detail Workspace & Direction Switcher (/wallets/[id]) (#28, #38)

• Dedicated Wallet Workspace:
  • Real-time wallet overview showing live balance, total income, total expense, net flow, and percentage share of total liquid wealth.
  • Integrated transaction history with date range filtering, transaction type tabs, and pagination.
• Locked Wallet Context & Transfer Switcher:
  • Opening the transaction dialog from inside a wallet locks that wallet as either the sender or receiver.
  • One-click transfer direction switcher ("Send from" ⇄ "Receive to") directly in the transfer modal.
• PostgREST 1,000-Row Limit Protection:
  • Paged account usage count queries in rekening-action.ts to prevent silent data truncation on large transaction datasets.

📝 Transactions Revamp & Detail Drawer (/transactions) (#17, #19, #21, #23)

• Server-Side Pagination:
  • Full offset/cursor pagination replacing client-side row capping, seamlessly handling tens of thousands of transactions.
• Transaction Detail Drawer Sheet (TransaksiDetailSheet):
  • Clicking any transaction item opens an accessible slide-over sheet (drawer on mobile, modal on desktop) showing comprehensive details (UUID, timestamps, wallet, category, notes, attachments).
  • Quick action to copy formatted transaction details to clipboard.
  • Direct shortcuts to Edit or Delete.
• Transfer Mutual Protection & Auto-Switch:
  • Prevents selecting identical source and destination wallets in transfer dialogs by automatically switching the other account.
• Compact Toolbar & Fullscreen Mobile Filter:
  • Single-row responsive filter toolbar with active filter badges and dismissals.
  • Mobile fullscreen slide-up filter sheet with clean 2x2 tab navigation.

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⚙️ Platform & Engine Modernization

• Next.js & React Upgrade:
  • next: 16.2.6 ➔ 16.4.2
  • react & react-dom: 19.2.4 ➔ 19.3.1
  • eslint-config-next: 16.2.6 ➔ 16.4.2
• Testing Engine:
  • vitest & @vitest/coverage-v8: 4.1.8 ➔ 5.0.5
  • @testing-library/jest-dom: 6.9.1 ➔ 7.0.1
  • jsdom: 29.1.1 ➔ 30.1.3
• PWA Serwist:
  • @serwist/next & serwist: 9.5.11 ➔ 9.5.13 (recompiled public/sw.js).
• Core Dependencies:
  • Updated @supabase/supabase-js (2.118.0), @supabase/ssr (0.12.7), @google/genai (2.30.0), @tanstack/react-query (5.104.5), lucide-react (1.61.0), recharts (3.10.1), zod (4.6.7), zustand (5.0.15), tailwind-merge (3.7.0), sharp (0.35.5).
• Code Intelligence:
  • Configured local code intelligence graph with CodeGraph integration (.codegraph/).

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🗄️ Database Migrations

• 015-hutang-piutang-revamp.sql: Relaxes loan constraints, adds jenis_transaksi to installments, introduces is_lunas_manual, and upgrades triggers for multi-disbursements and overpayments.
• 016-user-owned-categories.sql: Migrates system categories to user-owned categories, updates RLS policies, re-links existing user transactions/budgets/recurring rules, and configures auto-seeding for new registrations.

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🧪 Tests & Quality Metrics

• Unit Test Expansion: Expanded from 190 tests (15 test files) to 293 tests across 28 test files (100% passing).
• Code Coverage: 97.2% line coverage and 100% function coverage across all core business logic engines.
• Full Verification Gate: Clean pass on npm run verify (ESLint 9, TypeScript typecheck, Vitest 5 with coverage, and production Webpack build).

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📊 Release Stats

Metric	Value
Commits since v1.2.0	48 (26 non-merge)
Files changed	96
Lines added	10,903
Lines removed	1,685
Pull Requests merged	#17 to #39 (22 PRs)
Unit Tests Passing	293 / 293 (100%)
Test Line Coverage	97.2%

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🔗 Links

• Full Changelog
• README
• Technical Documentation
• Database Migrations