Implement multi-field sorting and enhance transaction view features

[ali-ahnaf]

Summary by CodeRabbit

• New Features

  • Added search and flexible date/amount sorting for Recent Drops.
  • Added an AI transaction-entry preference with manual-entry fallback.
  • Added OpenRouter usage details and refresh controls to AI settings.
  • Added enhanced expense charts with legends, tooltips, and grouped series.
  • Added Gmail email subjects to pending expense items for easier identification.
  • Added navigation links for OpenRouter AI and Gmail Integration.

• Updates

  • Simplified transaction handling by removing commit and discard actions.
  • Improved backup compatibility with the new preferences and transaction format.

[github-actions]

Greetings, @ali-ahnaf. Thy scroll hath arrived unblemished — the runes align and no conflict bars the path. The council shall now convene over its contents, weighing each incantation by candlelight. Tarry a while, brave adventurer; we shall investigate and return to thee with our verdict.

[github-actions]

The quest is sealed, @ali-ahnaf! Thy incantations have been woven into the main path. The realm grows stronger for thy contribution — accept the gratitude of this humble keeper of the codex. May thy commits forever merge cleanly, brave adventurer 💰

[coderabbitai]

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ℹ️ Recent review info

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📥 Commits

Reviewing files that changed from the base of the PR and between 8cf790f and be0bd33.

⛔ Files ignored due to path filters (1)

• package-lock.json is excluded by !**/package-lock.json

📒 Files selected for processing (49)

• packages/api/src/entities/Expense.entity.ts
• packages/api/src/entities/PendingGmailExpense.entity.ts
• packages/api/src/entities/UserPreference.entity.ts
• packages/api/src/migrations/1784992988030-AddSubjectToPendingGmailExpenses.ts
• packages/api/src/migrations/1784996635799-DropIsCommittedFromExpenses.ts
• packages/api/src/migrations/1784997323581-AddAiTransactionEntryToPreferences.ts
• packages/api/src/repositories/pending-gmail-expense.repository.ts
• packages/api/src/routes/backup/import.route.ts
• packages/api/src/routes/preferences/get-preferences.route.ts
• packages/api/src/routes/preferences/put-preferences.route.ts
• packages/api/src/routes/transactions.routes.ts
• packages/api/src/routes/transactions/post-transaction-commit.route.ts
• packages/api/src/routes/transactions/post-transaction-discard.route.ts
• packages/api/src/routes/transactions/post-transaction.route.ts
• packages/api/src/services/backup.service.ts
• packages/api/src/services/gmail.service.ts
• packages/api/src/services/pending-gmail-expense.service.ts
• packages/api/src/services/preferences.service.ts
• packages/api/src/services/transactions.service.ts
• packages/api/src/tests/backup.service.test.ts
• packages/api/src/tests/gmail.service.test.ts
• packages/api/src/tests/pending-gmail-expense.service.test.ts
• packages/api/src/tests/preferences.service.test.ts
• packages/api/src/tests/transactions.service.test.ts
• packages/shared/src/contracts/pending-expenses.ts
• packages/shared/src/contracts/preferences.ts
• packages/shared/src/contracts/transactions.ts
• packages/ui/package.json
• packages/ui/src/__tests__/Sidebar.test.tsx
• packages/ui/src/app/page.tsx
• packages/ui/src/app/settings/ai/UsagePanel.tsx
• packages/ui/src/app/settings/ai/page.tsx
• packages/ui/src/app/settings/google-oauth/page.tsx
• packages/ui/src/app/settings/page.tsx
• packages/ui/src/app/stats/page.tsx
• packages/ui/src/components/DesktopSidebar.test.tsx
• packages/ui/src/components/DesktopSidebar.tsx
• packages/ui/src/components/LogResourceModal.test.tsx
• packages/ui/src/components/LogResourceModal.tsx
• packages/ui/src/components/Sidebar.test.tsx
• packages/ui/src/components/Sidebar.tsx
• packages/ui/src/components/VaultExpenseChart.test.tsx
• packages/ui/src/components/VaultExpenseChart.tsx
• packages/ui/src/components/index.ts
• packages/ui/src/components/pending-expenses/PendingExpensesPanel.tsx
• packages/ui/src/hooks/useDisplaySettings.ts
• packages/ui/src/lib/ai/openrouter.test.ts
• packages/ui/src/lib/ai/openrouter.ts
• packages/ui/src/lib/chartPalette.ts

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📝 Walkthrough

Walkthrough

The PR updates transaction persistence and backups, adds Gmail subject metadata to the pending-expense flow, introduces an AI transaction-entry preference and OpenRouter usage panel, improves settings navigation, and adds dashboard search, sorting, and vault expense charts.

Changes

Backend contracts and workflows

Layer / File(s)	Summary
Schema and shared contracts packages/api/src/entities/*, packages/api/src/migrations/*, packages/shared/src/contracts/*, packages/api/src/routes/*	Removes persisted transaction commitment state, adds recurring-source and preference fields, and extends pending Gmail expense contracts with subject metadata.
Pending Gmail subject flow packages/api/src/services/gmail.service.ts, packages/api/src/services/pending-gmail-expense.service.ts, packages/api/src/repositories/*, packages/ui/src/components/pending-expenses/*	Captures nullable Gmail subjects, returns them in DTOs, and displays them with vault badges in the pending-expense panel.
Backup and transaction lifecycle packages/api/src/services/backup.service.ts, packages/api/src/services/transactions.service.ts, packages/api/src/routes/transactions/*, packages/api/src/tests/*	Stops importing stored commitment state, exports compatibility values as committed, and removes commit/discard routes and service methods.

AI preferences and OpenRouter usage

Layer / File(s)	Summary
AI entry preference and modal behavior packages/ui/src/hooks/useDisplaySettings.ts, packages/ui/src/app/settings/page.tsx, packages/ui/src/components/LogResourceModal.tsx, packages/api/src/services/preferences.service.ts	Adds the AI transaction-entry preference and uses it to control AI and manual transaction-entry modes.
OpenRouter usage retrieval and display packages/ui/src/lib/ai/*, packages/ui/src/app/settings/ai/*	Fetches key and credit usage from OpenRouter, handles partial failures, and renders loading, errors, refresh, and formatted usage values.
Settings navigation and credential forms packages/ui/src/components/Sidebar*, packages/ui/src/components/DesktopSidebar*, packages/ui/src/app/settings/*	Adds AI and Gmail navigation links, improves nested route highlighting, removes duplicate settings links, and updates OAuth input metadata.

Dashboard and expense analytics

Layer / File(s)	Summary
Recent Drops search and sorting packages/ui/src/app/page.tsx	Adds normalized search across drop metadata, date/amount sorting, sort direction controls, tag filtering, and search-specific empty-state messaging.
Vault expense chart integration packages/ui/src/components/VaultExpenseChart*, packages/ui/src/lib/chartPalette.ts, packages/ui/src/app/stats/page.tsx	Adds a lazy-loaded Recharts visualization with typed series data, legends, tooltips, bounded vault series, and an aggregated overflow series.

Estimated code review effort: 5 (Critical) | ~120 minutes

Possibly related issues

• Frontend: "Disable AI prompt" settings toggle + open log modal in manual mode #54 — Both changes make LogResourceModal behavior depend on an AI transaction-entry preference.

Possibly related PRs

• ali-ahnaf/pocket_pixel#282 — Shares the OpenRouter and pending-expense migration code paths extended here.
• ali-ahnaf/pocket_pixel#283 — Directly overlaps the pending Gmail expense review flow.
• ali-ahnaf/pocket_pixel#267 — Also modifies LogResourceModal AI prompt handling.

✨ Finishing Touches

📝 Generate docstrings

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch develop

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