- Add PDF export (as the print button but as PDF) - Netvibes widget to view overall situation on budgets and to upload new data - iPhone client to display current situation - Export in excel (for those who would like to go back to stone age) - add recurrent flag with recurrent period for transactions - detect recurring payment => select * from (SELECT count(*) as count, memo, amount FROM t_items ?where debit = 1? group by amount) where count>1 order by count DESC - Identify investment from spending - Plugin mechanism to allow external developpers to add extra features - Categories with sub-categories - Print monthly view SECURITY: - escape all outputs with htmlentities - add session params to all forms (to avoid CSRF) - maybe should take it from a global var in JS and all form processing should return a new one as part of $return 0-9-7 - escape all input params with strip_tags - page (next-previous) on listItems if too many - Add category limit in enveloppe view - Remove Language file from the main application and make it a downloadable option 0-9-6 - DONE - Remove all actions in the isReady function - DONE - Add SMS & email sending for reminders for COM users - DONE - Better functionnality integration to clearbudget.net - DONE - Modify print on home page for new design - DONE - Add a month overview with all credits/debits transactions and a summary - DONE - Redo complete design as to follow overall design from clearbudget.net - DONE - Edit manual transations entry - DONE - Support tab key in most forms - DONE - Converts most links to forms as to support enter key as submit - DONE - Fixed bug where decimal of initial balance were ignored - DONE - Add possibility to delete a keyword - DONE - Improve keyword suggestion tool as to allow direct addition of keyword and as to see where keyword is used 0-9-5 - DONE - When entering budgets for each category, a total of all the budget values at the bottom of the screen. Basically just adding up the budget column to display the total monthly budget. - DONE - An extra column in Overview, showing your set budget - DONE - Color code the AVG column in overview to show if over budget on average - DONE - Add validation on QIF/QFX import on necessary values - DONE - Add CSV import tool following citibank format (that is the only one we now) - DONE - Add support to split transactions in sub-transactions - DONE - Sdd reminder of futur payment (next week and next month for example) 0-9-1 - DONE - Allow cutom time range for report (choose start and end date) - DONE - Limit category listing AND search listing to the limit month chosen (requires a change to the view in the DB) - DONE - DEBUG graph of monthly debit/credit 0-8-5 - DONE - Fix bug on QFX file import being more flexible on the file format - DONE - Fix bug on file upload to avoid error on file too big - DONE - Improved search with 'results as you type' feature - DONE - Cosmetic polish (new table row highlight) - DONE - New report graphics (caregory comparison as line charts, credits Vs debits globaly, credit Vs debits monthly) - DONE - Add setup wizard (step 1: add transactions, step 2: create categories, step 3: create keywords) 0-8-2 - DONE - Fix bug where transaction categorization to null category was allowed - DONE - Fix bug where new manual entries without category where not displayed anywhere 0-8-1 - DONE - Add QFX upload capabilities - DONE - Add British Pound as a currency - DONE - Fix bug where Clearbudget always goes back to the currency set during setup - DONE - Cleanup in QIF and QFX parser (a bit more safer) - DONE - Fix data aggregation bug where month only was check (month of all year where added) - DONE - capabilities to add transactions manualy (for cash only transaction for example) - DONE - being able to 'delete' a transaction (delete should hide that transaction as to be able to undelete) - DONE - Keyword suggestions tool 0-7-2 - DONE - Show list of transactions after import - DONE - Show existing transaction prior to 0-7-2 grouped as per the create date - DONE - Add flag to tell if QIF dates are under US or Europe format - DONE - Being able to roll-back a file import - DONE - Being able to list all transaction imported by a file upload - DONE - Edit keyword when no categories are setup should display an error (no point to setup keyword without categories!) - DONE - Add a 'check for new version' features (more a warning than anything else) 0-7-1 - DONE - Check scrolling on Transaction edition screen (should not scroll to top) - DONE - Add a print button on main page - DONE - Optimize speed by doing setup only on main loading page (i.e.: when not in Ajax mode) - DONE - Default the language on the setup page based on browser language - DONE - Default the setup to secure access to site - DONE - Check if DB folder is writable on setup - DONE - Display the loading gif after changing report time range - DONE - Tag cloud based on category amount with small details box - DONE - Special CSS to optimize printing the report page - DONE - Secure cookie to avoid hacking - DONE - Secure access to DB with htaccess - DONE - Optimize the backup functionnality to prevent direct access to DB - DONE - Secure access to any file by validating user input and action parameter - DONE - Add unique identifier in Cookie (Default is 0) - DONE - Date range should not be from today's date but from last transaction date - DONE - Redo overall design to allow for larger tables - DONE - (part of redesign of 0-7-1) Saving a transaction should prompt to redirect to the list (credit or debit) for this category - DONE - (part of redesign of 0-7-1) Transaction edit screen could be done in a modal window (to investigate) - DONE - Print # of transactions on top of list items 0-6-1 - DONE - Implement 'something' about the monthly maximum amount for categories - DONE - Navigation from Credit to Credit transation list should list only Credit transation (Same for debits) and for the category - DONE - Edit key word page for auto sort - DONE - Finish cleanup of property keys - DONE - Graph with google chart - DONE - Rename 'item' in 'transaction' - DONE - Add graph on overview page (maybe remove the graph page itself)