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  • !42

Merged
Opened Sep 12, 2026 by ThinhNC@ThinhNC
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feat(fe): merge subscriptions into recurring transactions, add reminder...

Summary of Changes

This PR consolidates the Subscription Discovery flow into the Recurring Transactions module, introduces configurable Payment Due Reminders, and adds Actionable Alert Badges to key cards on the Home page (Budgets, Recurring Transactions, and Notifications).


Key Features & Improvements

1. Unified Recurring Transactions & Subscriptions

  • Consolidated Navigation & Routing: Merged the standalone /subscriptions page into /recurring-transactions, redirecting legacy routes and streamlining the Home page dashboard.
  • Auto-Discovery Integration: Integrated AI-discovered subscription cards directly into the Recurring Transactions page with one-click conversion into automated recurring schedules.
  • Empty State Guidance: Added educational empty state cards with Claymorphism aesthetics when no recurring items have been detected yet.

2. Advance Payment Reminders (remindDaysBefore)

  • Configurable Reminder Intervals: Added an opt-in toggle and dynamic interval dropdown (Same day, 1, 2, 3, 5, 7, or 14 days prior at 09:00 AM) in RecurringTransactionFormModal.
  • Badge Indicators: Displayed notification badges (Remind X days before) on recurring transaction cards and detailed summary in RecurringTransactionDetailsModal.

3. Home Page Alert Counters & Bug Fixes

  • Budget Alert Badge Fix:
    • Root Cause: Fixed an issue where budgetsQuery.data?.data.data attempted to access .data on an array, evaluating to undefined and causing the count to always be 0.
    • Resolution: Updated array retrieval to budgetsQuery.data?.data and synchronized filters with /budgets (removed restrictive activeAt).
    • Status & Threshold Handling: Added dual-check logic for EXCEEDED / $\ge 100%$ (pulsing red badge) and NEAR_LIMIT / $\ge 80%$ (warning amber badge).
  • Recurring Transactions Alert Badge: Displays counts for schedules due soon (within reminder window) or overdue, plus unlinked discovered subscriptions.
  • Unread Notifications Badge: Added unread notification badge indicator on the Notification button.

Check out, review, and merge locally

Step 1. Fetch and check out the branch for this merge request

git fetch origin
git checkout -b feat/recurring-reminders-and-home-alert-badges origin/feat/recurring-reminders-and-home-alert-badges

Step 2. Review the changes locally

Step 3. Merge the branch and fix any conflicts that come up

git fetch origin
git checkout origin/develop
git merge --no-ff feat/recurring-reminders-and-home-alert-badges

Step 4. Push the result of the merge to GitLab

git push origin develop

Note that pushing to GitLab requires write access to this repository.

Tip: You can also checkout merge requests locally by following these guidelines.

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Reference: ThinhNC/finwise-miniapp-fe!42

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