SplitMate v2 — Release Notes

Features and enhancements delivered in the v2 development cycle.

💰 Budgeting System

Overview

A comprehensive budgeting module enabling personal and group-level financial planning.

Features

• Create Budgets — Personal budgets for individual tracking or Group budgets shared across members
• Optional Budget Cap — Set a spending limit to monitor expenses against a target; alerts trigger at 80% usage
• Income Tracking — Add income entries to any budget with description, amount, and date
• Balance Overview — Real-time view of total income, total spent, and remaining balance per budget
• Expense Linking — Manually link existing group expenses to a budget for accurate spend tracking
• Filter, Sort & Search — Consolidated filter popover with text search, type/member filters, sort options, and date range
• View Modes — Combined (chronological timeline of income + expenses) or Separate (grouped by type)
• PDF Export — Export full budget reports including income entries, linked expenses, and balance summary

Affected Components

• BudgetView.tsx — Main budget dashboard with filters, views, and management
• CreateBudgetDialog.tsx — Budget creation with type, members, cap, and date selection
• AddIncomeDialog.tsx — Income entry with amount, description, and date picker

🎨 Enhanced UI & User Experience

Overview

Redesigned interface for a cleaner, more intuitive experience across mobile and desktop.

Enhancements

• Streamlined Layout — Navigation icons moved above summary cards for faster access with reduced scrolling
• Contextual Card Hiding — Summary cards (Total Spent / Members) auto-hide when Budget section is active, maximizing screen real estate
• Responsive Filter Popover — All filter, sort, and search controls consolidated under a single icon with active filter badge
• Glass-morphism Cards — Subtle backdrop blur and transparency for modern card aesthetics
• Smooth Transitions — Fade-in animations on section switching for polished navigation feel

🌗 Dark & Light Mode

Overview

Full theme support with persistent user preference.

Features

• Toggle Switch — Moon/Sun icon in the header for instant theme switching
• Persistent Preference — Selected theme saved to localStorage and restored on return
• Consistent Theming — All components, cards, dialogs, and charts respect the active theme via CSS design tokens
• Semantic Tokens — HSL-based color system ensures proper contrast in both modes

Affected Components

• ThemeProvider.tsx — Context provider managing theme state and DOM class toggling
• ThemeToggle.tsx — Header button for switching between light and dark modes

🧭 Sidebar Navigation

Overview

Introduced a slide-out sidebar for comprehensive feature access on all screen sizes.

Features

• Hamburger Menu — Accessible from the header on both mobile and desktop
• Section Navigation — Quick links to Expenses, Budget, Charts, Split, and History
• Action Shortcuts — Direct access to Add Expense, Export PDF, Members, and Share Settings
• Group Management — Close Group option (creator-only) with confirmation dialog
• Auto-Close — Sidebar dismisses on navigation for seamless flow

Affected Components

• GroupDashboard.tsx — Sheet-based sidebar with navigation sections and action items

📊 Budget Charts & Analytics

Overview

New chart visualizations for deeper financial analysis across budgets.

Features

• Budget vs Actual — Bar charts comparing budget caps against actual spending
• Income vs Expenses — Visual breakdown of income and expenditure per budget
• Group-wise Analysis — Charts segmented by group budgets for team spending insights
• Personal Planning — Individual budget performance charts for personal financial tracking
• Integrated View — Charts section in the main dashboard with budget data alongside expense analytics

Affected Components

• ExpenseCharts.tsx — Extended with budget-aware chart panels for income, expenses, and balance analysis

🤝 Settlements & Settlement History

Overview

A complete settlement system for resolving group balances with role-based access control.

Features

• Smart Settlement Calculation — Automatic computation of who owes whom and the optimal settlement amounts
• Settle Up — One-click settlement recording between members
• Settlement History — Full log of past settlements with timestamps and amounts
• Group-based Access — Members can only settle their own debts within the group
• Admin Override — Group creator (admin) can settle any outstanding balance on behalf of members
• Activity Logging — All settlements recorded in the group activity history for transparency

Affected Components

• SettlementView.tsx — Settlement dashboard with balance overview, settle actions, and history
• GroupDashboard.tsx — Split section routing and creator-based permission passing

🗓️ Date Selection for Expenses, Budgets & Income

Overview

Calendar-based date selection across all financial entry points.

Features

• Calendar Date Picker — Popover-based date selector on Add Expense, Create Budget, and Add Income dialogs
• Default to Today — Pre-selects current date but allows past or future dating
• Edit Mode Support — Pre-populates calendar with existing date when editing entries
• Consistent Design — Uses react-day-picker styled to match the app’s design system

Affected Components

• AddExpenseDialog.tsx — Date field with calendar picker
• CreateBudgetDialog.tsx — Date field with calendar picker
• AddIncomeDialog.tsx — Date field with calendar picker

🔍 Consolidated Budget Filters with Date Range

Overview

Unified filtering interface replacing scattered filter controls.

Features

• Single Filter Icon — Sliders icon next to “New Budget” opens a responsive popover
• All Filters in One Panel — Text search, budget type, member filter, sort options, view mode toggle, and date range
• Date Range Filtering — From/To calendar pickers for filtering transactions by date
• Same-day Filtering — Selecting identical From and To dates correctly shows all entries for that day
• Active Filter Badge — Visual count of currently applied filters on the icon
• Clear All Filters — One-click reset for all active filters
• Responsive Design — Fully functional on mobile and desktop viewports

Affected Components

• BudgetView.tsx — Complete filter UI overhaul with date range support

Summary of All Changes