@Andy

Created the peer to peer reimbusrements system that is evidence backed and MOVES REAL MONEY!
At this point, Ive also had the website penetration tested. The website at this stage also has IRS/IRD audit compliancy.

New dashboard designs.

Added IRS compliance - ie, 7 year mandatory retention period, plus entire change log. Its basically git for your expenses now.

Added merging support. Now, records pulled from plaid can be matched with a scanned record if one is availble, increasing security for the future reimbursement system.

Big update - I added plaid for automatic transaction intake - and made the App automatically create folders, and organize records into them.

Created folder system, that OCR can autocategorize in.

Allow users to choose to receive notifications.

Added push notifications to the app

Added email reminders for expiring records, that match my styling of the auth emails.

Added orphaned file cleanup cycle and pagination. Also cache more data so faster experience for the user.

Today, I did a lot of work in the background. Now - document processing occurs in a background process - users immediately are redirected to a skeleton loader, and then the add_record form when the data is ready. Furthermore, ocr results are cached for 15 mins so any page reloads, or tab closes prevent api rate limits being prematurely hit. The logs show this. the consistent get requests are the same add_record form being loaded with prepopulated data, after multiple reloads and tab reopens.

I optimized the dashboard and records list view. I realized cards were good for only a few records, but the moment they start piling up - it gets claustrophobic. So, i made the results appear as rows, like search results from google, or firefox.

I just did some small optimizations today. I realized that anybody could just “url-hop” to get to a password view and create a password - so I fully locked down all password views securely.

Over the past few days - i worked a bit more on micro interactions. I fixed a few bugs and added persistance for things like the sidebar and accordian state. I also added loading states for most other things as well (like the active search, auth pages…)

Today, I implemented HTMX in my records home view to create an active search, with the dateparser library for natural language date support. I also added it in the sidebar so no reloads are required for filtering records, changing pages…

Today, I created the system to upload multiple supporting files to a single record. So currently, the record creation process is a multi step process.

Upload file –> OCR –> record validation and creation –> supporting files addition

Further improved the user dashboard, and added some more links.

Made a nice looking user interface dashboard that shows recent documents and usefull stats, with quick links. as features are added, they will populate this.

I created a simple user dashboard. Its still far from complete, but better than the generic list view I was using before. Also added more document types for greater coverage.

Styled the form upload pages.