v1.2.0 - Budgets, Team Workspaces, PDF Reports & Multi-language

Expense Manager v1.2.0

The largest feature release since 1.0.0. Expense Manager grows from a single-user
tracker into a collaborative financial platform: shared team workspaces, full budget
management, downloadable PDF reports, multi-language support, and bulk data import.
Existing data migrates automatically with no loss.

Highlights

• Budget Management - Per-category budgets across monthly, yearly, and fiscal-year periods, with configurable alert thresholds, color-coded progress, and in-app + email overspend alerts.
• Multi-user / Team Workspaces - Shared workspaces with role-based access (Owner, Admin, Member, Viewer), email invitations, and a one-click workspace switcher. Every user keeps a private personal workspace.
• Advanced PDF Reporting - Branded, downloadable PDF reports (Financial Summary, Category Breakdown, Income vs Expense, Budget Status) with full Unicode and right-to-left rendering.
• Multi-language Support (i18n) - Full UI localization in 5 languages (English, Espanol, Francais, Urdu, Deutsch) with an in-app switcher, per-user preference, and automatic RTL for Urdu.
• Data Import (CSV / Excel) - Bulk-import expenses and income with a row-by-row validation preview before anything is committed.
• Expense Enhancements - FBR category support for Pakistani tax tracking, in-browser receipt auto-read (Beta), and searchable category/payment dropdowns.

Changed

• Searchable dropdowns across the Expense and Income modules.
• Budget module UI aligned with Income/Expense (summary cards, collapsible Filter & Search, consistent color scheme).
• README documentation overhaul; copyright updated to 2025 - 2026.

Fixed

• Receipt auto-read date and merchant parsing improvements.
• Search box now always shown on category dropdowns, even for short lists.
• Searchable dropdowns themed to match Bootstrap form controls.

Upgrading

git pull
composer install
php yii migrate

No data loss: existing records migrate automatically into each user's personal workspace.

Full changelog: v1.1.0...v1.2.0

v1.1.0 - AJAX Standardization & Professional XLSX Export System

🚀 Overview

This release introduces a unified AJAX response architecture and upgrades all export functionality to professional, production-ready XLSX reports with improved reliability, formatting, and filtering accuracy.

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✨ Key Improvements

🔹 Unified API Responses

• Introduced ApiResponse helper for consistent {status, message} structure

• Applied across:

  • ExpenseController
  • ExpenseCategoryController
  • IncomeController
  • IncomeCategoryController
  • ProfileController

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🔹 Code Quality & Stability

• Added strict PHP return types in SiteController (aligned with Yii2 + PHPDoc standards)
• Resolved Intelephense P1013 warning using proper instanceof User checks
• Improved type safety and IDE compatibility

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🔹 Professional XLSX Export System

• Replaced CSV exports with fully formatted XLSX reports

• Features include:

  • Styled header (Bootstrap green #198754)
  • Freeze panes for better navigation
  • Zebra striping for readability
  • Currency formatting for financial data
  • Word-wrapped description/reference fields
  • Human-readable date format (Feb 25, 2026)

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🔹 Export Accuracy Fixes

• Fixed export filter issue (previously exporting all records)
• Now respects active grid filters
• Implemented proper search model integration

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🔹 XLSX Reliability Fix

• Resolved file corruption issue
• Switched from php://output buffering to temp file-based export

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🔹 Income Category Export Enhancements

• Added XLSX export for income categories with:

  • Columns: Name, Description, Status, Records, Created At
  • Word-wrapped descriptions
  • Filter-aware export via IncomeCategorySearch

• Introduced export mode (pagination disabled)

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⚙️ Technical Notes

• Backward-compatible changes
• No database migrations required
• No breaking API changes

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📦 Should you upload a ZIP file?

❌ Not required (most cases)

If your project is:

• Hosted on GitHub
• Meant for developers

👉 GitHub automatically provides source code archives:

• Source code (zip)
• Source code (tar.gz)

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v1.0.1 - Security Hardening & Code Quality

What's Changed

🔒 Security

• Debug mode now controlled via .env — defaults to production-safe false
• Session cookies hardened — secure and sameSite configurable via .env
• Login rate limiting — max 5 failed attempts per IP per 15 minutes
• Database credentials moved to .env — no hardcoded values in config/db.php

🛠 Code Quality

• PHP 8.1 type declarations added across all models, components, widgets and controllers
• PHPDoc class-level and method-level comments added throughout (Yii2 standards)
• Fixed BalanceHelper::getBalance() float cast for users with no transactions
• Fixed ExpenseSearch / SignupForm / ChangePasswordForm — missing rules(): array was causing 500 error
• Cleaned up Gii-generated noise from User model annotations

📄 Docs

• README updated with .env setup instructions
• Changelog section added
• .env.example template added for self-hosted deployments

Upgrade Notes

If upgrading from v1.0.0:

1. Copy .env.example to .env and fill in your database credentials
2. Run php yii migrate (no new migrations in this release)

Release v1.0.0 - Initial stable release

🎉 Release v1.0.0 - Initial Stable Release

A modern, open-source personal finance management application built with Yii2 and Bootstrap 5.

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✨ Highlights

• 💰 Income Management - Track all income sources with categories
• 💸 Expense Management - Hierarchical categories & multiple payment methods
• 📊 Dashboard & Reports - Visual charts and financial insights
• 👤 User Profiles - Custom avatars, banners, and settings
• 🎨 Modern UI - Bootstrap 5 with dark/light theme toggle
• 🔐 Secure - Full authentication system with password reset

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📋 Features

Income Management

• ✅ Record and track all income sources
• ✅ Categorize income with custom categories
• ✅ Attach receipts and invoices (PDF, images)
• ✅ Search and filter functionality
• ✅ Export to Excel

Expense Management

• ✅ Track expenses with detailed information
• ✅ Hierarchical categories (parent/child)
• ✅ Multiple payment methods (Cash, Card, Bank)
• ✅ File attachments for receipts
• ✅ Advanced filtering and search
• ✅ Export to Excel

Dashboard & Reports

• ✅ Financial overview dashboard
• ✅ Income vs Expense summary cards
• ✅ Monthly/yearly statistics
• ✅ Category-wise breakdown
• ✅ Visual charts and graphs
• ✅ Balance tracking

User Management

• ✅ Secure authentication system
• ✅ User profile management
• ✅ Password reset functionality
• ✅ Remember me option
• ✅ Session management

Settings & Customization

• ✅ Multi-currency support (50+ currencies)
• ✅ Customizable currency formatting
• ✅ Date and time format preferences
• ✅ Company/business branding
• ✅ Logo and favicon upload
• ✅ Timezone configuration

Modern UI/UX

• ✅ Clean, responsive Bootstrap 5 design
• ✅ Dark/Light theme toggle
• ✅ Mobile-friendly interface
• ✅ AJAX-powered interactions (PJAX)
• ✅ Toast notifications
• ✅ Modal-based forms

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🔧 Requirements

Requirement	Version
PHP	8.1 or higher
MySQL / MariaDB	5.7+ / 10.3+
Composer	2.x
Web Server	Apache / Nginx

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🚀 Quick Start

# Clone the repository
git clone https://github.com/mohsin-rafique/expense-manager.git
cd expense-manager

# Install dependencies
composer install

# Configure database
cp config/db.example.php config/db.php
# Edit config/db.php with your credentials

# Run migrations
php yii migrate

# Set permissions
chmod -R 777 runtime web/assets web/uploads

# (Optional) Seed demo data
php yii seed/demo

Demo Account

After running the seeder:

• Email: demo@example.com
• Password: demo123

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📸 Screenshots

Click to view screenshots

Dashboard

Income Management

Income Categories

Expense Management

Expense Categories (Grid View)

Expense Categories (Tree View)

User Profile

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🛠 Technical Stack

• Framework: Yii2 (v2.0.53)
• Frontend: Bootstrap 5.3
• Icons: Bootstrap Icons
• Charts: ApexCharts
• Database: MySQL / MariaDB

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📋 Roadmap

• Multi-language support (i18n)
• Data import from CSV/Excel
• Advanced reporting with PDF export
• Budget management module
• Multi-user/team support
• API Development (Yii2 REST)
• Mobile app (React Native)

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🙏 Acknowledgments

• Yii Framework
• Bootstrap
• Bootstrap Icons
• ApexCharts

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📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

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Full Changelog: https://github.com/mohsin-rafique/expense-manager/commits/v1.0.0

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