feat: Web UI enhancements, transactions API, and Playwright CI#10
Merged
eshaffer321 merged 13 commits intomainfrom Jan 2, 2026
Merged
feat: Web UI enhancements, transactions API, and Playwright CI#10eshaffer321 merged 13 commits intomainfrom
eshaffer321 merged 13 commits intomainfrom
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- Add ProgressUpdate type and ProgressCallback to sync Options - Update simple and walmart handlers to report progress during sync - Wire progress updates through sync service to job progress - Preserve TotalOrders count when completing jobs - Use context.Background() for background sync jobs to prevent HTTP request cancellation from stopping sync jobs This enables real-time progress tracking in the web UI during sync operations.
- Add TransactionsHandler with List and Get endpoints - Add comprehensive DTO types for transactions, merchants, categories, and splits - Wire up /api/transactions routes in server - Support pagination, search, date range filtering, and pending filter
- Add ChargedAt field to ledger charges for payment timing tracking - Add ChargedDates to PaymentMethod for multi-delivery orders - Fix storage migration and model updates for charged_at column - Update go.mod dependencies - Minor CLI improvements
- Add dedicated /sync/[jobId] page showing job progress in real-time - Add CollapsibleSection component for expandable order details - Update sync page to show job status and link to detail view - Extend API client with getSyncJobOrders function - Add comprehensive types for sync job orders and progress
- Extract OrdersTable to client component with client-side sorting - Extract SyncRunsTable to client component with sorting support - Enhance table.tsx with SortableTableHead utility component - Remove unused confidence-badge.tsx component - Add Transactions link to sidebar navigation - Update order detail page with improved layout
- Add transactions list page with pagination and filtering - Add transaction detail page showing splits and metadata - Add TransactionsTable client component with sorting - Support search, date range, and pending filters
- Update navigation tests for new page structure - Add ledger spec tests - Add sync job detail and phase tests - Update sync, search, and date filter tests - Update package.json dependencies
- Add API server and Web UI documentation - Add Playwright E2E test instructions - Update project status to include Web UI - Add frontend architecture documentation
- Ignore E2E screenshots directory - Ignore icon analysis markdown files - Ignore theme-aware SVG artifacts
- Run on push/PR to main/develop when web/ changes - Install Chromium browser only (matching playwright.config.ts) - Build Next.js before running tests - Upload playwright-report artifact on completion - Upload test-results on failure for debugging
- Remove incomplete CategorySplitterWithDetails interface references - Remove unimplemented SplitDetails field and related test code - Add ChargedDates field to PaymentMethodData for Walmart ledger support - Add time import to amazon.go
The component was accidentally deleted but is still used by orders/page.tsx.
- Build Go backend before running E2E tests - Start backend server on port 8085 in background - Add continue-on-error: true for graceful failure handling - Skip tests tagged @backend (requiring full API auth) - Set NEXT_PUBLIC_API_URL environment variable
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Summary
This PR adds several enhancements to the web UI and API:
/api/transactionsendpoint for fetching Monarch Money transactions with pagination, search, and filtering/sync/[jobId]page showing live sync progress and order detailsBackend Changes
Frontend Changes
/sync/[jobId]detail page with real-time progress/transactionslist and detail pagesTesting & CI
Test plan
go test ./...)