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Add bill annotations, spending warning thresholds, transaction tags, … - #1579
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harystyleseze merged 5 commits intoOct 19, 2026
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…household overview Feature 1 — Bill line-item annotations: - Add sanitizeAnnotation() to shared/sanitize.ts (more permissive than sanitizeUserString, allows punctuation for medical notes, 280 char cap) - Add annotation field to BillLineItemSchema in dashboard types - Add inline note input on each line item in bill-line-items-virtualized.tsx - Annotated items visually distinguished with sky-50 border and 'Note' badge - Annotations included in dispute letter text and HTML generation - generateDisputeLetter agent tool accepts annotation on line items Feature 2 — Spending policy warning thresholds: - Add warningThresholdPct field to SpendingPolicy in shared/types.ts and SpendingPolicySchema in agent/tools.ts (1-99, default 80) - checkSpendingPolicy fires a notification when projected spend crosses the threshold percentage of the category budget; transaction still proceeds - Warning logged as 'policy.budget_warning' audit event, distinct from hard block events - Policy tab UI: numeric input with hint explaining soft vs hard block - Validation in schemas.ts ensures integer 1-99 - Default 80% applied when caregiver doesn't set one Feature 3 — Transaction tagging & search: - Add per-transaction tags with add/remove UI in activity-tab.tsx - Tags sanitized via sanitizeUserString before storage - Search box filters by description, tag, or amount - Tag filter chips to quickly narrow the list - Preset tag suggestions (reimbursable, urgent care, review, disputed, personal) - CSV export includes tags column (pipe-delimited) Feature 4 — Household overview page: - New 'household' tab in DASHBOARD_TABS with HouseholdTab component - Lists all recipients linked to the caregiver as clickable cards - Each card shows pending approvals count and adherence status - Sorted by urgency (pending approvals first, then name) - Single-recipient case shows info message with no UX change - Clicking a card calls onSelectRecipient to switch
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data/spending.json,data/orders.json) committedN/Afor docs-only / internal refactor with no behavior change — seeCONTRIBUTING.md:Development Workflow)