Release/1.9.0

.github/RELEASE.md

@@ -0,0 +1,103 @@
+# Release Process
+
+This document describes the automated release workflow for Platito.
+
+## Overview
+
+Releases are managed through two GitHub Actions workflows that together handle the full lifecycle: branch creation, changelog update, PR to main, GitHub Release creation, and backport to develop.
+
+```
+develop ──► release/X.Y.Z ──► main ──► backport/X.Y.Z ──► develop
+                          (PR)     (Release)           (PR)
+```
+
+## Prerequisites
+
+Before running a release for the first time, enable **Allow auto-merge** in the repository:
+
+> GitHub → Settings → General → Pull Requests → Allow auto-merge
+
+Without this, the workflows will still create the PRs but they will need to be merged manually.
+
+## How to trigger a release
+
+1. Go to **Actions → Create Release → Run workflow**
+2. Enter the version number following [Semantic Versioning](https://semver.org/) (e.g. `1.9.0`)
+3. Click **Run workflow**
+
+Everything else is automatic.
+
+## What happens step by step
+
+### Phase 1 — `release.yml` (triggered manually)
+
+| Step | What it does |
+|---|---|
+| Checkout develop | Starts from the current state of `develop` |
+| Create release branch | Creates `release/X.Y.Z` from `develop` |
+| Bump version | Updates `package.json` and `package-lock.json` |
+| Update CHANGELOG.md | Moves `[Unreleased]` content to `[X.Y.Z] - YYYY-MM-DD` and updates comparison links |
+| Commit & push | Commits as `chore: release X.Y.Z` and pushes the branch |
+| Create PR | Opens `release/X.Y.Z → main` with title `release: X.Y.Z` |
+| Auto-merge | Enables auto-merge; the PR merges once the PR check passes |
+
+### Phase 2 — `release-finalize.yml` (triggered automatically when the release PR merges into main)
+
+| Step | What it does |
+|---|---|
+| Create GitHub Release | Tags the commit and creates a release with notes extracted from CHANGELOG.md |
+| Create backport branch | Creates `backport/X.Y.Z` from `develop` and merges `release/X.Y.Z` into it |
+| Create backport PR | Opens `backport/X.Y.Z → develop` |
+| Auto-merge | Enables auto-merge on the backport PR |
+
+## CHANGELOG convention
+
+The `[Unreleased]` section at the top of `CHANGELOG.md` is where all changes are documented during development. When a release is triggered, the automation:
+
+1. Renames `[Unreleased]` to `[X.Y.Z] - YYYY-MM-DD`
+2. Adds a fresh empty `[Unreleased]` section above it
+3. Updates the comparison links at the bottom of the file
+
+During development, add entries under `[Unreleased]` using the standard categories:
+
+```markdown
+## [Unreleased]
+
+### Added
+- New feature description
+
+### Changed
+- Changed behavior description
+
+### Fixed
+- Bug fix description
+```
+
+## Conflict handling
+
+If the backport merge has conflicts (e.g. because `develop` has new CHANGELOG entries), the workflow will:
+
+- Skip the auto-merge
+- Print a warning in the Actions log
+- Leave the backport PR creation incomplete
+
+In this case, create the backport manually:
+
+```bash
+git checkout develop
+git pull origin develop
+git checkout -b backport/X.Y.Z
+git merge origin/release/X.Y.Z
+# resolve conflicts
+git push origin backport/X.Y.Z
+gh pr create --base develop --head backport/X.Y.Z --title "chore: backport X.Y.Z to develop"
+```
+
+## Files involved
+
+| File | Purpose |
+|---|---|
+| [workflows/release.yml](workflows/release.yml) | Manual workflow — creates release branch and PR |
+| [workflows/release-finalize.yml](workflows/release-finalize.yml) | Automatic workflow — GitHub Release and backport |
+| [scripts/update-changelog.js](scripts/update-changelog.js) | Updates CHANGELOG.md during release creation |
+| [scripts/extract-release-notes.js](scripts/extract-release-notes.js) | Extracts version notes for the GitHub Release |

.github/scripts/extract-release-notes.js

@@ -0,0 +1,15 @@
+// Usage: node extract-release-notes.js <version>
+const fs = require('fs');
+
+const version = process.argv[2];
+if (!version) {
+  console.error('Usage: node extract-release-notes.js <version>');
+  process.exit(1);
+}
+
+const content = fs.readFileSync('CHANGELOG.md', 'utf8');
+const escaped = version.replace(/[.*+?^${}()|[\]\\]/g, '\\$&');
+const pattern = new RegExp(`## \\[${escaped}\\][^\\n]*\\n(.*?)(?=\\n## \\[|$)`, 's');
+const m = content.match(pattern);
+
+process.stdout.write(m ? m[1].trim() : '');

.github/scripts/update-changelog.js

@@ -0,0 +1,41 @@
+// Usage: VERSION=1.9.0 node update-changelog.js
+const fs = require('fs');
+
+const version = process.env.VERSION;
+const date = new Date().toISOString().split('T')[0];
+const repo = 'https://github.com/tomas2305/platito';
+
+if (!version) {
+  console.error('VERSION environment variable is required');
+  process.exit(1);
+}
+
+let content = fs.readFileSync('CHANGELOG.md', 'utf8');
+
+// Find previous version before modifying content
+const prevMatch = content.match(/^## \[(\d+\.\d+\.\d+)\]/m);
+const prevVersion = prevMatch?.[1] ?? null;
+
+// Insert new version header right after [Unreleased]
+content = content.replace(
+  /^## \[Unreleased\]/m,
+  `## [Unreleased]\n\n## [${version}] - ${date}`
+);
+
+// Build the new version link
+const versionLink = prevVersion
+  ? `[${version}]: ${repo}/compare/${prevVersion}...${version}`
+  : `[${version}]: ${repo}/releases/tag/${version}`;
+
+// Update [Unreleased] link and insert version link below it
+if (/^\[Unreleased\]:/m.test(content)) {
+  content = content.replace(
+    /^\[Unreleased\]:.*$/m,
+    `[Unreleased]: ${repo}/compare/${version}...HEAD\n${versionLink}`
+  );
+} else {
+  content += `\n[Unreleased]: ${repo}/compare/${version}...HEAD\n${versionLink}\n`;
+}
+
+fs.writeFileSync('CHANGELOG.md', content);
+console.log(`CHANGELOG updated: ${version} (previous: ${prevVersion ?? 'none'})`);

.github/workflows/release-finalize.yml

@@ -0,0 +1,97 @@
+name: Finalize Release
+
+on:
+  pull_request:
+    types: [closed]
+    branches:
+      - main
+
+permissions:
+  contents: write
+  pull-requests: write
+
+jobs:
+  finalize:
+    if: github.event.pull_request.merged == true && startsWith(github.event.pull_request.head.ref, 'release/')
+    runs-on: ubuntu-latest
+
+    steps:
+      - name: Extract version
+        id: meta
+        env:
+          BRANCH: ${{ github.event.pull_request.head.ref }}
+        run: echo "version=${BRANCH#release/}" >> $GITHUB_OUTPUT
+
+      - uses: actions/checkout@v4
+        with:
+          ref: main
+          fetch-depth: 0
+
+      - uses: actions/setup-node@v4
+        with:
+          node-version: '20'
+
+      - name: Extract release notes
+        env:
+          VERSION: ${{ steps.meta.outputs.version }}
+        run: node .github/scripts/extract-release-notes.js "$VERSION" > /tmp/release-notes.txt
+
+      - name: Create GitHub Release
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          VERSION: ${{ steps.meta.outputs.version }}
+        run: |
+          gh release create "$VERSION" \
+            --title "v$VERSION" \
+            --notes-file /tmp/release-notes.txt
+
+      - name: Configure git
+        run: |
+          git config user.name "github-actions[bot]"
+          git config user.email "github-actions[bot]@users.noreply.github.com"
+
+      - name: Create backport branch and merge
+        id: backport
+        env:
+          VERSION: ${{ steps.meta.outputs.version }}
+        run: |
+          git fetch origin develop
+          git checkout -b backport/$VERSION origin/develop
+
+          if git merge --no-edit origin/release/$VERSION; then
+            echo "merged=true" >> $GITHUB_OUTPUT
+          else
+            echo "::warning::Merge conflict on backport/$VERSION — resolve it manually."
+            git merge --abort
+            echo "merged=false" >> $GITHUB_OUTPUT
+          fi
+
+      - name: Push backport branch
+        if: steps.backport.outputs.merged == 'true'
+        env:
+          VERSION: ${{ steps.meta.outputs.version }}
+        run: git push origin backport/$VERSION
+
+      - name: Create backport PR
+        if: steps.backport.outputs.merged == 'true'
+        id: backport-pr
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          VERSION: ${{ steps.meta.outputs.version }}
+        run: |
+          URL=$(gh pr create \
+            --base develop \
+            --head backport/$VERSION \
+            --title "chore: backport $VERSION to develop" \
+            --body "Automated backport of release $VERSION to develop.")
+          echo "url=$URL" >> $GITHUB_OUTPUT
+
+      - name: Enable auto-merge on backport
+        if: steps.backport.outputs.merged == 'true'
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          VERSION: ${{ steps.meta.outputs.version }}
+          PR_URL: ${{ steps.backport-pr.outputs.url }}
+        run: |
+          gh pr merge backport/$VERSION --auto --merge \
+            || echo "::warning::Auto-merge unavailable — merge $PR_URL manually."

.github/workflows/release.yml

@@ -0,0 +1,70 @@
+name: Create Release
+
+on:
+  workflow_dispatch:
+    inputs:
+      version:
+        description: 'Version to release (e.g. 1.9.0)'
+        required: true
+        type: string
+
+permissions:
+  contents: write
+  pull-requests: write
+
+jobs:
+  create-release:
+    runs-on: ubuntu-latest
+    env:
+      VERSION: ${{ inputs.version }}
+
+    steps:
+      - uses: actions/checkout@v4
+        with:
+          ref: develop
+          fetch-depth: 0
+
+      - uses: actions/setup-node@v4
+        with:
+          node-version: '20'
+          cache: 'npm'
+
+      - name: Configure git
+        run: |
+          git config user.name "github-actions[bot]"
+          git config user.email "github-actions[bot]@users.noreply.github.com"
+
+      - name: Create release branch
+        run: git checkout -b release/$VERSION
+
+      - name: Bump version in package.json
+        run: npm version $VERSION --no-git-tag-version
+
+      - name: Update CHANGELOG.md
+        run: node .github/scripts/update-changelog.js
+
+      - name: Commit and push
+        run: |
+          git add package.json package-lock.json CHANGELOG.md
+          git commit -m "chore: release $VERSION"
+          git push origin release/$VERSION
+
+      - name: Create PR to main
+        id: pr
+        run: |
+          URL=$(gh pr create \
+            --base main \
+            --head release/$VERSION \
+            --title "release: $VERSION" \
+            --body "Automated release PR for v$VERSION. See [CHANGELOG.md](CHANGELOG.md) for details.")
+          echo "url=$URL" >> $GITHUB_OUTPUT
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+
+      - name: Enable auto-merge
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          PR_URL: ${{ steps.pr.outputs.url }}
+        run: |
+          gh pr merge release/$VERSION --auto --merge \
+            || echo "::warning::Auto-merge unavailable — enable it in repo Settings → Pull Requests, or merge $PR_URL manually."

CHANGELOG.md

@@ -8,6 +8,15 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [1.9.0] - 2026-05-26
+
+### Added
+- Bulk import page for loading multiple transactions and transfers at once via a structured JSON payload
+- AI-assisted import prompt that embeds the user's current accounts, categories and tags so an AI agent can generate correctly referenced IDs
+- Real-time JSON validation panel showing record counts, affected accounts, field errors, and duplicate warnings before committing the import
+- Automated release workflow using GitHub Actions: triggers from `develop`, creates a versioned release branch, bumps `package.json`, updates `CHANGELOG.md`, opens a PR to `main`, and auto-merges when checks pass
+- Automated post-merge workflow that creates a GitHub Release with notes extracted from `CHANGELOG.md` and opens a backport PR to `develop`
+
 ## [1.8.0] - 2026-05-01
 
 ### Added

index.html

@@ -3,10 +3,7 @@
   <head>
     <meta charset="UTF-8" />
     <link rel="icon" type="image/svg+xml" href="/icon.svg" />
-    <link rel="preconnect" href="https://fonts.googleapis.com">
-    <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
-    <link href="https://fonts.googleapis.com/css2?family=Manrope:wght@200..800&display=swap" rel="stylesheet">
-    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+<meta name="viewport" content="width=device-width, initial-scale=1.0" />
     <title>Platito</title>
   </head>
   <body>

package.json

@@ -10,6 +10,7 @@
     "preview": "vite preview"
   },
   "dependencies": {
+    "@fontsource-variable/manrope": "^5.2.8",
     "@mantine/carousel": "^8.3.9",
     "@mantine/core": "^8.3.9",
     "@mantine/dates": "^8.3.9",