Budget PlannerAll updates

v1.9.8 · Released · April 3, 2026

Dashboard Redesign & Quick Actions

Complete dashboard redesign with visual account cards, animations, tabbed overview widget, quick transfer/payment, AI advisor teaser, income vs expense chart, dark/light mode, and quick action sheets.

Dashboard Redesign
  • Account Card Carousel: Visual credit-card style account cards with gradient backgrounds, EMV chip, masked numbers, 3D tilt perspective, auto-rotating carousel with smooth 600ms transitions.
  • Animated Balance: Large animated number counter on the selected account balance using requestAnimationFrame with ease-out curve.
  • Quick Actions: Send, Receive, Transfer, Payment icon buttons below the balance for fast navigation.
  • Total Balance: Aggregate balance across all accounts displayed below quick actions.
  • Overview Tabs: Tabbed widget (Health / Invoices / Goals) showing KPI metrics, invoice summary, active goals with progress bars, and budget utilization.
  • Quick Transfer Widget: Transfer and Payment modes with account selectors, amount, fee fields. Executes directly on the dashboard via server actions with toast feedback.
  • Recent Transactions: Transaction list grouped by date (Today, Yesterday, older) with direction icons and color-coded amounts.
  • Income vs Expenses Chart: 6-month bar chart using Recharts with total income, total expenses, and net summary row.
  • AI Financial Advisor: Coming soon teaser with looping mock conversation, rich cards (monthly summary, spending alerts, goals progress), typing indicators, and announcement overlay between loops.
  • Section Animations: CSS fade-up entry animations with staggered delays per row.
Quick Action Sheets
  • Sheet-based Forms: The + menu opens a right-side Sheet with the appropriate form (Income, Expense, Transfer, Payment) instead of navigating away.
  • Income Sheet: Amount, description, category (with custom creation), account, date, church tithe toggle with percentage, emergency fund toggle with percentage.
  • Expense Sheet: Amount, description, budget selector (auto-fills category), category (with custom creation), account, date.
  • Transfer Sheet: From/to account, amount, date, transaction fee.
  • Payment Sheet: From account, liability, amount, date, transaction fee.
  • Direct Execution: All forms call server actions directly, show toast notifications, and refresh dashboard data on success.
Theme & Layout
  • Dark/Light Mode: Added next-themes with ThemeProvider. Moon/sun toggle in the header. Dashboard uses near-black background in dark mode, light warm gradient for card panel in light mode.
  • Header Redesign: Theme toggle, search button, notification bell with badge, user avatar dropdown (Profile, Sign Out) matching the sidebar NavUser.
  • Greeting Header: Time-based greeting with single + dropdown for quick actions.
  • Responsive Grid: Two-column layout (65/35 split) with CSS grid row alignment ensuring transactions align with overview panel bottom.
Bug Fixes
  • Invoice Re-invoicing: Defensive cleanup of stale workEntryId references from cancelled invoices before creating new ones.
  • Entry Description: Removed line-clamp-2 so full description text displays without truncation.